Joseph Piazza III is a CFP® with 11 years of industry experience, currently affiliated with Presidio Financial, LLC in Houston, TX. He has held roles at Guardian Life and John Paul II Catholic School, and operates Piazza Wealth Strategies, LLC as a holding company for Presidio Financial. Presidio Financial serves individual and high-net-worth clients, ERISA-qualified retirement plans, and business entities, providing discretionary asset management, financial planning, hourly consulting, and co-advisory services. The firm employs a passive, factor-based investment approach grounded in Modern Portfolio Theory and conducts comprehensive financial planning and quarterly account reviews.

David Menard is a financial advisor with The Menard Financial Group, LLC in Houston, TX. He holds Series 63 and Series 65 designations and has 34 years of industry experience. Prior to founding his current firm in 2018, he worked at Eagle Strategies, LLC and Nylife Securities Inc., with a career beginning at New York Life Insurance Company. Outside of advisory work, he is involved in private equity investments and operates a family estate planning entity. The Menard Financial Group provides investment advisory, financial planning, and retirement-plan consulting services to individual, high-net-worth, and institutional clients. The firm manages portfolios using a combination of fundamental, technical, quantitative, and sector analysis, employing a range of strategies including asset allocation, duration management, and derivatives, primarily through a sponsored wrap fee program.

Michael Hibbetts is a CFP® and CFA® with six years of industry experience. He is currently with ViaQuest Advisors LLC and previously worked at Osaic Advisory Services, LLC and Arbor Point Advisors. Outside of his advisory work, Hibbetts serves as a boat captain at the Armand Bayou Nature Center and holds board and finance committee roles at the Bay Area Unitarian Universalist Church. ViaQuest Advisors LLC provides portfolio management, investment analysis, and financial planning services to individuals, high-net-worth clients, trusts, estates, corporations, and pension/retirement plans. The firm combines multiple investment methodologies with advisor judgment and recently expanded to offer pension consulting services at both the plan and participant levels.

Matthew Semeyn is a CFP® with 19 years of experience in the financial services industry. He is currently with McKinney Capital Management in Houston, TX, where he has worked for over a decade. His prior experience includes roles at Cetera and Mutual Securities, Inc. Semeyn is also an independent insurance agent in addition to his advisory work. McKinney Capital Management provides personalized discretionary and non-discretionary investment management to individuals and various entities, including family offices, trusts, estates, private foundations, and nonprofit organizations. The firm employs a fundamental analysis-based approach with a generally long-term investment strategy while incorporating shorter-term trades when appropriate.

Carlos Perez is a financial advisor at Camden Wealth Advisors LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Camden Wealth Advisors since 2014. In addition to his advisory role, Perez is co-owner of Accesum Consulting Services, a business development and market consulting firm focused on Mexico and Latin America. Camden Wealth Advisors provides discretionary and non-discretionary investment management, comprehensive financial planning, family office services, and pension consulting to high-net-worth individuals, families, and institutions. The firm develops customized investment policies and asset allocation strategies, offering tailored portfolios reviewed annually using fundamental and technical analysis.

Barrett Ward is a Certified Financial Planner (CFP®) and holds a Series 65 license, with six years of industry experience. He is currently a financial advisor at Champion Advisors LLC, where he has worked since 2019, and previously worked at Valcorra Capital. Outside of his advisory role, Ward serves as a financial consultant for Blandford Family Partnership, Ltd., focusing on financial statement analysis and securities evaluation for family financial holdings. Champion Advisors LLC provides discretionary investment management and tailored advisory services for individuals, high-net-worth clients, trusts, estates, and foundations. The firm employs a long-term, buy-and-hold investment approach based on Modern Portfolio Theory, emphasizing strategic asset allocation and global diversification through passive mutual funds, laddered bonds, and investment-grade fixed income.

Matthew Caire is a CFP® and CFA® with six years of industry experience, currently serving at Woodward Caire Advisors, LLC. He previously held positions at Vaughan Nelson Investment Management, Houston Trust Company, Patriot Wealth Management, and Linscomb Wealth. Outside of his advisory role, he teaches investments for the CFP program at Rice University’s Glasscock School of Continuing Studies. Woodward Caire Advisors serves high-net-worth individuals, trusts, family offices, and other registered advisers, generally applying a $1 million minimum for direct management. The firm offers discretionary wealth and portfolio management with integrated financial planning, following a Sustainable Growth at a Reasonable Price (SGARP) investment philosophy implemented through a quantitative and qualitative bottom-up process.

Laura Smith is a CFP® with 17 years of industry experience and has been with Heritage Asset Advisors Ltd., LLP since 2009. She is based in Houston, TX, and holds a Series 65 license. Heritage Asset Advisors is an independent firm with a four-advisor team managing approximately $256 million for around 400 clients. The firm serves individuals, pension plans, trusts, estates, charitable organizations, and business entities using a combination of fundamental, technical, and cyclical analysis tailored to each client’s profile, with both discretionary and non-discretionary account management options.

Edmund Lesage is a financial advisor at Integrity Financial Planning, LLC with 23 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Logical Investments, LLC for eight years. He is an officer and director of the Edmund and Brenda Lesage Family Foundation, a small private nonprofit foundation. Integrity Financial Planning provides discretionary portfolio management, financial planning, and consulting services to individuals, corporations, and retirement plans. The firm employs a five-step process to create low-cost personal index portfolios with active tax management and accommodates social or faith-based investment restrictions.

Matthew Silvey is a financial advisor at Texas Family Wealth, LLC with a Series 65 credential and one year of industry experience. Prior to joining Texas Family Wealth, he worked at the YMCA and held various roles including positions at Sunny's Pizza and Wings and Clay & Company. Texas Family Wealth serves individuals, families, trusts, estates, small businesses, and retirement plans by providing customized wealth management, portfolio management, financial planning, and retirement plan advisory services. The firm employs a fiduciary, customized investment approach combining fundamental and technical analysis, typically focusing on long-term strategies and offering a distinctive wrap fee program that includes bundled transaction costs.

Michael Kuznicki is a financial advisor at Ridgeback Capital Management with 27 years of industry experience. He holds the Series 63 and Series 65 designations and has worked with firms including Ohio National, Genworth, and John Hancock. Kuznicki is also a principal of a CPA firm. Ridgeback Capital Management serves individuals, high-net-worth clients, corporations, trusts, estates, and charitable institutions by offering portfolio management, financial planning, and access to third-party money managers and model portfolios. The firm’s investment approach is based on Modern Portfolio Theory and primarily utilizes sub-advisors for discretionary trading and portfolio oversight.

Thomas Rush is a financial advisor at Tremont Street Advisors, LLC with 14 years of industry experience. He holds a Series 66 designation and has worked at Ham, Langston & Brezina LLP as a CPA since 2015. Outside of his advisory role, he is involved in training and administration at Tremont Street Financial Group and holds insurance agency responsibilities within the affiliated Tremont Street Insurance Services. Tremont Street Advisors is a fee-based investment adviser serving individuals, high-net-worth clients, business owners, and retirement plans. The firm employs a combination of fundamental, technical, cyclical, and economic analysis in portfolio management and integrates its advisory services with accounting and insurance activities through affiliated entities.

Audrey Petrash is a CFP® professional with over two years of industry experience. She has been with Stegent Equity Advisors Inc. since 2013 and has also worked at Stegent Financial Services PC (formerly CSP) since 2022. Stegent Equity Advisors provides personal financial planning and discretionary investment management to individuals, high-net-worth clients, business owners, charitable institutions, and other organizations. The firm employs both fundamental and technical analysis within a buy-and-hold framework, integrating financial planning with tax and cash-flow considerations through its affiliation with a related public accounting practice.

Kyle Louvar is a CFP® professional with 16 years of industry experience, currently serving at Guided Capital Wealth Management, LLC since 2018. His prior roles include positions at Bank of America, Merrill Lynch, and Merit Financial Group. Outside of his advisory work, Kyle holds the role of Secretary at Our Way Holdings II, LLC, which has a nonoperating interest in a racetrack and casino. Guided Capital Wealth Management provides discretionary investment management, financial planning, and pension consulting to individuals, including high-net-worth clients, as well as pension and profit-sharing plans and business entities. The firm uses model portfolios tailored to various risk profiles and offers portfolio management primarily through a wrap fee program, managing over $250 million in discretionary assets.

Michael Mc Laughlin is a Series 66-licensed financial advisor at ANCAP Financial with one year of industry experience. He previously worked at Eagle Strategies, NYLIFE Securities, and Lochton Capital. ANCAP Financial provides fee-only financial planning and wealth management services primarily to individual and high-net-worth clients. The firm uses a passive, asset-class approach with mutual funds, ETFs, and outside managers, and also offers retirement plan consulting and advisory services.

Alok Himmatramka is a financial advisor at OppoQuest, LLC with 12 years of industry experience. He holds a Series 65 designation and has been with OppoQuest since 2013. OppoQuest provides investment management services to individual and business clients through separately managed accounts, focusing on portfolio management with four mainline model strategies and customized mandates. The firm emphasizes bottoms-up fundamental analysis, diversification, position sizing, and downside risk controls across a broad range of asset classes.

Paul Broughton Sr. is a financial advisor at The Broughton Investment Group, Inc. in Houston, TX, with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has been with the firm since 2012. Outside of his advisory role, Mr. Broughton provides financial bookkeeping for a marine supply business in which he holds a minority interest and owns a restaurant, Cantina Laredo, in Houston. The Broughton Investment Group offers investment and wealth management, financial planning, and educational services primarily to individuals, high-net-worth clients, small businesses, and professionals such as doctors, attorneys, and CPAs. The firm employs a fee-only, discretionary management approach using tactical and dynamic asset allocation grounded in modern portfolio theory and fundamental analysis.

Mark Frugoni is the sole advisor at Focus Wealth Advisors, LLC in Houston, TX, holding Series 63 and Series 65 licenses with 31 years of industry experience. He has led Focus Wealth Advisors since 2013. Focus Wealth Advisors serves individuals, including high-net-worth clients, pension plans, and business entities with portfolio management, family wealth and legacy planning, and pension consulting. The firm integrates modern portfolio theory with technical analysis, employing both long-term and short-term trading strategies while maintaining a firm-mandated custody arrangement with Fidelity.

Marcel Hebert is a CFP® and CFA® with 25 years of experience in financial advising. He has been the sole advisor at Beacon Financial Advisors Ltd in Houston, TX since 1993. Beacon Financial Advisors Ltd is a fee-only investment adviser serving individuals, families, and related entities, managing approximately $290 million in assets. The firm employs an IPS-driven, seven-step process focused on balanced, global asset allocation using primarily no-load mutual funds and active managers.

George Douglas is a CFA® charterholder with two years of industry experience. He is currently with Integra Wealth Advisors, LLC, where he has worked since 2023, following an 11-year tenure at Cadence Bank. Integra Wealth Advisors provides fee-only wealth management and financial planning to individuals, high-net-worth families, trusts, estates, and business owners. The firm employs an integrated investment approach that combines asset allocation with behavioral and emotional considerations, using both passive and active managers and alternative strategies when appropriate.