Kyle Louvar is a CFP® and holds a Series 66 license with 16 years of industry experience. He is a financial advisor at Guided Capital Wealth Management, LLC in Houston, TX, where he has worked since 2018. Prior to this, he held roles at Bank of America and Merrill Lynch. Outside of his advisory work, Kyle serves as Secretary of Our Way Holdings II, LLC, a company that holds a nonoperating interest in My Way Holdings LLC, owner of Sunland Park Racetrack & Casino. Guided Capital Wealth Management provides advisory services to individuals, including high-net-worth clients, pension and profit-sharing plans, and business entities. The firm manages discretionary portfolios through a wrap fee program, using risk tolerance models and a combination of index and actively managed ETFs, individual stocks, and specialty instruments.

Kymberly Watson is a financial advisor with Fruth Investment Management in Houston, TX, holding a Series 66 designation and 12 years of industry experience. She previously worked at Ameriprise Financial Services, Inc. and Ameriprise Financial Services, LLC from 2013 to 2024. Fruth Investment Management is a fee-only registered investment adviser serving individuals, IRAs, trusts, foundations, and corporate clients. The firm focuses on tailored portfolio management using fundamental and technical analysis, primarily investing in individual stocks, with a long-term investment horizon and approximately $415 million in discretionary assets under management.

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.

Nicole Louvar is a financial advisor at Guided Capital Wealth Management, LLC in Houston, TX, with seven years of industry experience. She holds a Series 65 designation and has previously worked at Merit Financial Group, Lifestyle Planning Solutions, EDF Energy Trading, and Noble Energy Americas. Guided Capital Wealth Management provides advisory services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans and business entities. The firm manages discretionary portfolios through a wrap fee program, using risk-tolerance models and a blend of index and actively managed ETFs and individual stocks, supported by various analytical methods and specialty instruments.

Henry Bragg Sr. is a CFP® and Series 65-registered advisor with 18 years of industry experience. He is the founder of Henry Bragg & Co., where he has worked since 2020, following six years at Hill Investment Group LLC. Outside of his advisory work, he provides consulting services and entity management for family partnerships through Hilltop Interests, a business he founded in 2013. Henry Bragg & Co. offers discretionary portfolio management primarily to high-net-worth and individual clients, providing services such as qualified plan advisory, financial reviews, trustee services, and retained advisory for ultra-high-net-worth clients. The firm employs model allocations across five investment mandates using institutional mutual funds and ETFs, with trade execution supported by Forum Financial Management and custody through major custodians like Schwab and Fidelity.

Ian Cardono is a financial advisor at Huber, Cardono, Moring & Richter, L.P. with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Cambridge Investment Research, Inc. since 2007. Outside of his advisory role, he is an independent insurance agent and is involved in managing silica sand-related businesses. Huber, Cardono, Moring & Richter, L.P. provides portfolio design and investment management primarily for individual clients and related accounts, using mutual funds, ETFs, stocks, and bonds. The firm employs a client-focused process to determine objectives and risk tolerance, and manages approximately $22 million in client assets.

Jammie Lowe is a financial advisor with BWS Investment Management, LLC in Houston, TX, holding a Series 66 designation and nine years of industry experience. Prior to joining BWS Investment Management in 2021, Lowe worked at Corvee LLC and Cambridge Investment Research Advisors, Inc., among other firms. Lowe also serves as Investment Director at Baker Wealth Strategies, LLC, dedicating significant time to this role. BWS Investment Management provides financial planning and investment advisory services to individuals, high-net-worth clients, and small businesses. The firm emphasizes customized financial planning followed by the selection and oversight of pre-screened third-party investment managers, serving a mix of individual and corporate clients while acting as a limited fiduciary for employer-sponsored retirement plans.

Lucinda Buce is a financial advisor at Founders Capital Management Inc in Houston, TX, with 23 years of industry experience. She holds a Series 63 designation and has been with Founders Capital Management since 1995. Founders Capital Management provides customized investment management services to individuals, high-net-worth clients, trusts and estates, charitable organizations, pension and profit-sharing plans, and businesses. The firm employs a fundamental analysis approach with a multi-quarter to multi-year investment horizon across a range of securities, serving clients through a small advisory team managing approximately $282 million.

Melissa Perez Leblanc is a financial advisor with Anchor & Oak Wealth Advisors. She holds Series 65 and Series 66 licenses and has seven years of industry experience, including prior roles at Global Investment Advisory, Girard Securities, GFS Advisors LLC, and Stanford Group Company. Anchor & Oak Wealth Advisors offers discretionary portfolio management, financial planning, and qualified retirement plan consulting to a diverse client base, including individuals, retirement plans, tax-exempt organizations, corporations, and other RIAs. The firm uses firm-developed model portfolios and third-party money managers, applying technical and fundamental analysis along with modern portfolio theory in its investment approach.

Nicola Barton is a financial advisor at Forth Capital (USA), LLC with one year of industry experience. She holds the Series 65 designation and has worked at Forth Capital since 2019. Prior to her advisory role, she was employed at Landry's Post Oak Hotel and Ron's Pub. Forth Capital primarily serves UK expatriates in the United States who hold UK-based pensions, providing financial planning, pension transfer advice, and portfolio management. The firm focuses on transatlantic retirement solutions and works closely with UK FCA-regulated pension-transfer specialists and affiliated entities across multiple jurisdictions.

Stephen Caton is a CFP® with 43 years of industry experience. He has worked at Patron Partners, LLC since 2020, with prior roles at UBS Financial Services and Merrill. He is also licensed as an insurance agent. Patron Partners provides discretionary and non-discretionary investment management, financial planning, and consulting services for individuals, high-net-worth clients, trusts, qualified retirement plans, and institutions. The firm combines active and passive strategies with various analytical approaches and offers tailored ongoing portfolio management and financial consultation.

Joshua Graber is a CFP® professional affiliated with Penney Financial, where he has worked since 2024. He has prior experience with Ice Designs Houston, LLC and DST Performance Enhancement, LLC. Penney Financial provides comprehensive financial planning and advisory services to individuals, families, high-net-worth clients, trusts, estates, charitable organizations, and small businesses. The firm emphasizes a planning-first process, uses goal-based and cash-flow planning, and manages portfolios primarily with low-cost mutual funds and ETFs.

Michelle Smith is a financial advisor at Penney Financial with five years of industry experience. She holds a Series 66 designation and previously worked at Questar Asset Management and Questar Capital Corporation. Outside of her advisory role, she is also an assistant project manager at Metropolitan Glass. Penney Financial provides comprehensive financial planning and advisory services primarily to individuals, families, and high-net-worth clients. The firm employs a planning-first approach supported by academic and quantitative research, managing portfolios mainly with low-cost mutual funds and ETFs through a buy-and-hold strategy and proprietary portfolio models.

Keith Huber Jr. is a CFP® with 39 years of industry experience, currently serving at Huber, Cardono, Moring & Richter, L.P. in Houston, TX. He has been with the firm since 1996 and has also worked with Cambridge Investment Research, Inc. since 2007. Outside of his advisory role, Huber is involved in insurance, benefits, and human resources through a separate ownership interest. Huber, Cardono, Moring & Richter, L.P. provides investment advisory and portfolio management services to individuals and related entities, managing approximately $21.7 million in client assets. The firm focuses on separately managed accounts and uses mutual funds, ETFs, stocks, and bonds, with a process that includes suitability assessments, written strategic recommendations, and ongoing portfolio reviews.

James Hecker is a financial advisor at Life Balance Financial in Houston, TX, holding a Series 66 designation with 21 years of industry experience. He has worked at Life Balance Financial since 2018 and previously spent 14 years at Park Avenue Securities and 15 years at Guardian Life Insurance Company. Hecker also conducts occasional personal insurance sales through non-Guardian carriers. Life Balance Financial provides financial planning services by recommending and monitoring third-party investment advisers rather than directly managing assets. The firm’s approach focuses on asset allocation, portfolio construction, and tax-aware strategies, delivering a diagnostic "Portfolio MRI" and written financial plans as primary client services.

Christopher Suffron is a financial advisor at Innova Wealth, LLC with two years of industry experience. He holds a Series 65 designation and also serves as a tax director and minority shareholder at a public accounting firm, where he prepares and reviews tax returns and provides tax consulting. Innova Wealth, LLC offers portfolio management and financial planning services primarily to individual and high-net-worth clients, utilizing fundamental analysis and modern portfolio theory with a long-term trading focus. The firm emphasizes individualized client services and may engage third-party managers, maintaining a collaborative relationship with an independent sub-adviser for certain strategies.

Joseph Klingen is a financial advisor at Parker Financial Advisors LLC in Houston, TX, holding the PFS™ designation along with Series 63 and Series 65 licenses. He has 30 years of industry experience and has been with Parker Financial Advisors since 2008. Outside of his advisory role, Mr. Klingen owns and operates a tennis racquet stringing business called Stringin' Klingen. Parker Financial Advisors LLC provides wealth management and portfolio management services to individual and high-net-worth clients, using a structured onboarding process and regular progress meetings. The firm’s investment approach is based on Modern Portfolio Theory, emphasizing diversification, long-term asset allocation, and institutional asset-class vehicles.

Michael Saenz is a financial advisor at Drummond Wealth Management with three years of industry experience. He holds a Series 66 designation and previously worked at Stirlingshire Investments and United Planners. Outside of advisory work, he is employed as a data scientist in the oil and gas industry. Drummond Wealth Management serves individuals, trusts, estates, charitable organizations, and business entities, offering fee-based investment advisory and financial planning services. The firm employs a tactical allocation approach across a range of investment instruments and manages approximately $61.5 million in assets for about 129 clients.