Rachel Kleinman is a CFP® and holds a Series 66 license with 10 years of industry experience. She is currently with Burkholder Wealth Management and previously worked at Dimensional Fund Advisors. Burkholder Wealth Management is a team-based registered investment adviser managing approximately $380 million for around 266 clients. The firm offers discretionary portfolio management, financial planning, and retirement plan consulting, employing diversified model portfolios focused on mutual funds and ETFs aligned with client risk tolerance and objectives.

Elijah Lopez is a financial advisor at Manske Wealth Management, LLC in Houston, TX, holding a Series 65 designation with eight years of industry experience. He has been with Manske Wealth Management since 2015. Manske Wealth Management provides financial planning, consulting, and discretionary investment management to individuals, trusts, estates, corporations, and business entities. The firm manages approximately $608 million in client assets across a seven-advisor team and employs a goal-based investment approach, incorporating fundamental, technical, and cyclical analysis in constructing tailored portfolios.

Jamie Staggs is a CFP® and Series 66-registered advisor with six years of industry experience. She is currently with Lifestyle Asset Management, Inc. and has previously worked at Cetera Advisors LLC and First Allied Securities, Inc. Jamie also has experience in administrative roles related to financial planning. Lifestyle Asset Management, Inc. advises individuals, retirement plans, trusts, charitable organizations, and other entities, managing approximately $571 million in discretionary assets as of year-end 2025. The firm offers customized portfolio management and financial planning services using a variety of investment approaches, including proprietary and third-party models, and serves as a sub-advisor and model provider to other registered investment advisers.

Roy Piske is a financial advisor at WSA Affiliates, LLC with eight years of industry experience. He holds a Series 66 designation and previously worked at Woodbury Financial Services Inc. In addition to his financial advisory role, he has worked in ground operations for Southwest Airlines since 1981. WSA Affiliates, LLC provides advisory referral and financial planning services to individual and high-net-worth clients. The firm focuses on coordinating client needs with affiliated and unaffiliated advisors and offers financial plans on an hourly basis, without managing client assets directly.

Jason Burdine is a financial advisor at Post Oak Private Wealth Advisors in Houston, Texas, with 21 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at firms including Investment Professionals, Inc., LPL Financial LLC, and Incomar Investments, LLC. Outside of his advisory role, he advises on school curriculum through a separate educational business. Post Oak Private Wealth Advisors serves individuals, institutions, and various plan types with portfolio management, financial planning, and educational seminars. The firm manages approximately $282 million in discretionary assets, employing a value- and risk-focused investment philosophy that incorporates a mix of equities, fixed income, mutual funds, ETFs, options, and proprietary manager research.

Hoang Khoi Ly is a financial advisor at Manske Wealth Management, LLC in Houston, TX, with four years of industry experience. He holds the Series 65 and Series 63 licenses and has worked at firms including Invesco and Nordstrom. Manske Wealth Management provides financial planning, consulting, and discretionary wealth and portfolio management to individuals, trusts, estates, corporations, and business entities. The firm manages about $707 million for roughly 480 clients and employs a multi-method investment analysis tailored to client-specific objectives.

Donna Binion is a financial advisor at Sanders Morris LLC in Houston, TX, holding a Series 63 designation with 25 years of industry experience. She has been with Sanders Morris Harris Inc. since 2011. Sanders Morris LLC provides investment advisory and brokerage services to a broad client base, including individuals, high net worth families, retirement plans, trusts, estates, corporations, and other business entities. The firm primarily offers portfolio management through wrap-fee programs, combining discretionary management with third-party portfolio managers and model portfolios to create diversified allocations tailored to clients’ objectives and risk tolerance.

James Latiolais is a financial advisor at Lifestyle Asset Management, Inc. with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including Invicta FG, BDT & Associates, Inc., and Cetera Advisor Networks. In addition to his advisory role, he operates as a licensed independent insurance agent selling and servicing health and life insurance products. Lifestyle Asset Management, Inc. advises individuals, retirement plans, trusts, and charitable organizations, managing approximately $571 million in discretionary assets. The firm offers tailored portfolio management, financial planning, and pension consulting services, utilizing a mix of equities, ETFs, mutual funds, fixed income, alternatives, and third-party models.

Lotte Optekamp is a financial advisor with Lifestyle Asset Management, Inc. She holds the Series 63 designation and has 26 years of industry experience, including 15 years with her current firm. Ms. Optekamp is also a licensed insurance agent and occasionally offers commissionable insurance products to clients. Lifestyle Asset Management, Inc. serves individuals, retirement plans, trusts, charitable organizations, and other entities with discretionary and non-discretionary portfolio management, financial planning, and pension consulting. The firm customizes portfolios based on client objectives and risk tolerance, employing a blend of investment strategies and proprietary models, and manages approximately $571 million in discretionary assets across multiple offices.

David Collins is a Series 65-licensed financial advisor with five years of industry experience. He is currently with WealthCare Financial Group, Inc. and has prior experience at Sequent Planning, LLC and National Empowerment Financial Group. Outside of advising, he is a co-owner of ACDC Victory LLC, a real estate business. WealthCare Financial Group serves individuals, families, business owners, non-profits, and retirement plan sponsors. The firm offers financial and retirement planning, portfolio management, and pension consulting, utilizing a structured investing approach based on diversified, customized portfolios and long-term strategies.

Brian Everett is a CFP® with over 42 years of industry experience. He is currently with Lifestyle Asset Management, INC. and has held positions at Cetera, First Allied Advisory Services, and Linsco/Private Ledger Corp., among others. Everett also serves as a trustee of a living trust and is involved in estate and financial planning through Everett Financial Group. Lifestyle Asset Management, Inc. provides advisory services to individuals, retirement plans, trusts, and charitable organizations, managing approximately $571 million in discretionary assets as of December 31, 2025. The firm offers customized portfolio management, financial planning, pension consulting, and serves as a sub-advisor and model provider to other registered investment advisers.

Edgar Lesser is a financial advisor at Monex Asset Management, Inc. in Houston, TX, holding a Series 66 designation with three years of industry experience. His career includes roles at Monex Securities, Inc. and Citibanamex, as well as a prior position at Universidad Iberoamericana. Monex Asset Management offers discretionary and non-discretionary investment advisory and consulting services to individuals, high-net-worth clients, corporations, trusts, estates, and charitable organizations. The firm employs a combination of fundamental, technical, and charting analysis to manage a broad range of investment products and strategies.

Gonzalo Lobeira Richardson is a financial advisor at MMBG Investment Advisors Co. with one year of industry experience. He previously worked at MG Capital for six years and Risk Counseling Associates SC for two years. Gonzalo holds a Series 65 designation and is based in Miami, FL. MMBG Investment Advisors Co. provides discretionary investment management and limited financial planning to individuals, businesses, and institutional investors, managing approximately $2.46 billion in discretionary assets. The firm employs a global investment approach combining top-down macro analysis with bottom-up fundamental security selection and serves a notable non-U.S. client base through international affiliations.

I'm a former process research engineer - B.S. University of Louisiana at Lafayette, M.S. and Ph.D. in chemical engineering from the University of Texas at Austin. Upon graduating I joined Dow Chemical and had a productive 12-year career obtaining numerous patents and helping commercialize several products and processes. I enjoyed my Dow career, but there was something I enjoyed more. When Covid stopped the world, I re-evaluated my options and chose to pursue a passion. In 2022, I left a promising career at Dow to enroll in the CERTIFIED FINANCIAL PLANNER™ education program at Rice University. In April 2023, I launched Scientific Financial. I apply a scientific mindset and don't mindlessly accept doing things the "way they've always been done". I challenge the status quo and seek to do things better. Critical thinking has helped technology and the world move forward in the past decades. Financial planning should move forward too.

Joe Zimmerman is an advisor at Investment Research Corporation with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Quest Capital Strategies, Inc., and SA Stone Wealth Management Inc. In addition to his advisory role, he provides insurance product training and support to licensed agents and also performs part-time computer support consulting. Investment Research Corporation offers investment supervisory services, portfolio management, and financial planning to individuals, high-net-worth clients, and various institutional clients. The firm employs a fundamental approach to security analysis and manages both discretionary and non-discretionary assets across a broad range of securities.

Jesus Pompa is a CFP® professional with 11 years of industry experience, currently serving as an investment advisory representative at Lifestyle Asset Management, INC. He has held roles at multiple firms including Avantax Advisory Services and Cetera Advisors. Outside of advisory work, he is a part owner of a real estate business and has a recurring role as an agent and executive producer for a radio show. Lifestyle Asset Management, Inc. advises individuals, retirement plans, trusts, charitable organizations, and other entities with a client-specific approach to portfolio management, employing a range of investment strategies including equities, ETFs, mutual funds, fixed income, alternatives, and third-party models. The firm manages diverse asset types with regular monitoring and rebalancing and serves both discretionary and non-discretionary clients, including providing ERISA plan fiduciary services.

Rodolfo Ruiz Pares is a financial advisor at Monex Asset Management, Inc. based in Houston, TX, with 15 years of industry experience. He holds a Series 66 designation and has worked at Monex Asset Management since 2010 and Monex Securities from 2010 to 2018 and again from 2018 to the present. Monex Asset Management provides discretionary and non-discretionary investment advisory and consulting services to a diverse client base, including individuals, high-net-worth clients, corporations, trusts, estates, and charitable organizations. The firm employs a blend of fundamental, technical, and charting analysis across a broad range of investment products and strategies.

Jason Mickey is a financial advisor with Wealth Management Group in Houston, TX, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance Company since 2015. He also operates as an independent health insurance broker, specializing in individual and group health insurance as well as fixed and immediate annuities. Wealth Management Group provides advisory services to individuals, including high net worth clients, and various institutional clients such as pension and profit-sharing plans, charities, and retirement plans. The firm offers financial planning, discretionary investment management, retirement plan consulting, and investment research, utilizing multiple investment strategies and a broad range of investment vehicles.

Dominic Di Giacomo is a CFP® professional with three years of industry experience, currently serving at Cranbrook Wealth Management, LLC. His work history includes prior roles at JLFranklin Wealth Planning, LLC and Signature Wealth Strategies, as well as a four-year period at Clemson University. Cranbrook Wealth Management serves individuals, retirement accounts, trusts, estates, charitable institutions, and business entities, managing portfolios on a discretionary basis. The firm integrates investment management with financial planning and offers a range of portfolio models supported by written Investment Policy Statements, utilizing mutual funds, ETFs, separately managed accounts, and private equity opportunities.

Steven Stock is a financial advisor with Lifestyle Asset Management, Inc., holding Series 63 and Series 65 licenses and 22 years of industry experience. He has previously worked at firms including 42 Options LLC and First Allied Advisory Services. Outside of his advisory work, he is a partner and co-manager of a recreational fishing camp. Lifestyle Asset Management, Inc. serves individuals, retirement plans, trusts, charitable organizations, and other entities, managing approximately $571 million in discretionary assets as of the end of 2025. The firm provides customized portfolio management, financial planning, pension consulting, and sub-advisory services, employing a range of investment strategies and both proprietary and third-party models.