Richard Rainey is a financial advisor with Capital Management Advisors LP in Houston, TX, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He is the founder and CEO of Capital Management Advisors GP, LLC and Capital Management Advisors LP, where he has worked since 2005. Outside of investment advisory, he is also an insurance agent specializing in life and long-term care products and operates a business consulting practice focused on reviewing business plans. Capital Management Advisors LP provides fiduciary investment consulting, portfolio design, and continuous asset management to individuals, families, trusts, retirement plans, and select pooled-vehicle investors. The firm employs a values-based, family-centered consultative process with long-term, passively oriented asset-class portfolios, supplemented by selected alternative investments and supported by macroeconomic, fundamental, and technical analysis.

Drew Kittey is a financial advisor at Fruth Investment Management in Houston, TX, holding a Series 65 credential with six years of industry experience. Prior to joining Fruth Investment Management in 2018, he worked at Phillips 66 and ENGIE NA. Fruth Investment Management is a fee-only registered investment adviser managing approximately $404 million in assets for individuals, trusts, foundations, and corporate clients. The firm employs a tailored investment approach focusing on direct stock ownership combined with fundamental and technical analysis, maintaining low portfolio turnover and avoiding options, futures, hedge funds, or margin.

Al Devji is an investment advisor representative at Kruse Asset Management, LLC with 32 years of industry experience. Prior to joining Kruse Asset Management in 2025, he worked at Kestra Advisory and KESTRA Investment SERVICES, LLC for nearly a decade. In addition to his advisory role, Devji owns and operates an insurance business focused on health, property, and casualty insurance. Kruse Asset Management serves individuals, trusts, estates, family offices, charitable organizations, and business entities, offering discretionary and nondiscretionary portfolio management along with comprehensive financial planning. The firm employs a blend of Modern Portfolio Theory, proprietary quantitative equity models, and third-party tools to construct and monitor diversified portfolios, incorporating technical indicators, options, and structured products in its investment approach.

John Moore is a financial advisor at Equilibria Wealth Management, LLC with 43 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at firms including Wells Fargo Clearing and Cetera Advisor Networks. Outside of his advisory role, he is involved in non-investment businesses including manufacturing fruit compotes with Equilibria Earth and real estate through Gabrianna LLC. Equilibria Wealth Management manages approximately $130 million for about 115 clients, providing discretionary asset management and financial planning to individuals, estates, corporations, and other entities. The firm’s investment approach centers on model portfolios combining fundamental and technical analysis, with relatively concentrated security weightings and allocations to inflation-protected fixed income and gold.

Garrett Pool is a financial advisor with Access Financial Group, LLC in Katy, TX, holding a Series 66 designation and 12 years of industry experience. He previously worked at Edward Jones for eight years before joining Access Financial Group in 2021. Outside of his advisory role, Garrett referees high school basketball games with the Fort Worth Basketball Officials Association. Access Financial Group provides discretionary asset management and financial planning to individuals, charitable organizations, and small businesses. The firm manages approximately $39.3 million for about 163 clients, tailoring portfolios using a combination of fundamental and technical analysis and offering regular account reviews and updated financial plans.

Richard Figueroa is a financial advisor at Patron Partners, LLC with 28 years of industry experience. He previously worked at UBS Financial Services Inc for 11 years before joining Patron Partners in 2020. Figueroa serves on the investment committee of Memorial Hermann Healthcare System and is chairman of the Texas Department of Licensing and Regulation commission. He is also a board member of the National Rifle Association. Patron Partners provides investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, retirement plans, and institutional investors. The firm employs a diversified investment approach combining active and passive strategies with continuous portfolio monitoring.

Laura Addington is a CFP® with 22 years of industry experience and has been with Addington Financial Group LLC since 1996. She holds Series 63 and Series 65 licenses. Addington Financial Group provides discretionary and non-discretionary portfolio management and integrated financial planning to individuals, businesses, corporations, and charitable organizations. The firm employs a blend of active and passive investment strategies, using quantitative tools to guide asset allocation and rebalancing, and manages approximately $338 million in discretionary assets for about 94 clients.

Edward Tredennick is a financial advisor at Doliver Advisors, L.P. in Houston, TX, with 17 years of industry experience. He holds a Series 65 designation and has been with Doliver Capital Advisors since 2009. Outside of his advisory role, he is also an attorney with Daniels and Tredennick, LLC. Doliver Advisors serves individual and high-net-worth clients, trusts, foundations, and pooled investment vehicles, providing wealth management, customized portfolio management, and a quantitative closed-end fund strategy. The firm acts as adviser and sponsor for multiple private funds and special purpose vehicles, utilizing a combination of quantitative models and tailored wealth management approaches.

Daniel Schmieder is a CFP® with 44 years of industry experience, currently serving as an investment advisor representative at Icon Wealth Partners and a registered representative with Purshe Kaplan Sterling Investments. His prior roles include positions at Morgan Stanley Smith Barney, Morgan Stanley Private Bank, and Oppenheimer & Co. He is also the owner of Romance Ranch LLC, a cattle and hay sales business with oil and gas leasing operations. Icon Wealth Advisors is a multi-advisor wealth management firm that manages approximately $2.25 billion for individuals, high-net-worth clients, trusts, estates, charitable organizations, and ERISA plans. The firm employs a long-term, model-driven investment approach focused on low-cost ETFs supplemented by mutual funds, individual securities, and internally managed fixed-income strategies.

Raymundo Cobo Avila is a CFA® charterholder with 14 years of industry experience, currently affiliated with GBM Wealth Management, Inc. in Houston, TX. His professional background includes multiple roles within GBM Wealth Management and related entities since 2012. GBM Wealth Management provides investment advisory and portfolio management services to individuals, high-net-worth clients, trusts, corporations, investment companies, and select institutional clients. The firm offers customized portfolios using fundamental analysis and a diverse range of strategies, operating both discretionary and non-discretionary accounts with a significant non-U.S. client presence.

Matthew Price is a CFP® with 14 years of industry experience and is currently with Clear Trail Advisors, LLC. His prior experience includes roles at Steward Partners Investment Solutions, Steward Partners Investment Advisory, Steward Partners Global Advisory, Raymond James Financial Services, and RBC Capital Markets. Clear Trail Advisors provides investment advisory and planning services to individuals, trusts, retirement plans, and business entities. The firm employs a comprehensive investment process combining fundamental, technical, and sector analysis with multi-asset allocation techniques and alternative investments, managing approximately $797 million in discretionary client assets.

David Andrew is a financial advisor at Autumn Lane Advisors, LLC in Houston, TX, holding Series 63 and Series 66 licenses with 15 years of industry experience. He has been with Autumn Lane Advisors since 2014. Outside of his advisory role, Mr. Andrew is a limited partner and minority owner of the general partner in a real estate investment limited liability corporation, though he does not receive revenue from this ownership. Autumn Lane Advisors serves high-net-worth individuals and family offices, providing discretionary wealth management, non-discretionary investment consulting, and advisory services to private investment funds. The firm uses a family-office style approach with customized asset allocations and manages over $1 billion for a small client base, including operating multiple private pooled investment vehicles.

Sarah Buenger is a CFP® professional with 20 years of experience in financial planning and advisory services. She currently works at RIA Advisors and has held previous roles at Traditions Wealth Advisors, MitchellClark & Company, and other firms. She has lectured on financial planning at Texas A&M University for over 10 years. RIA Advisors provides fee-based investment management and financial planning to individuals, including high-net-worth clients, and institutional retirement plans. The firm employs a blend of fundamental and technical analysis within a Modern Portfolio Theory framework and offers a range of plan-level services for ERISA-qualified plan sponsors.

Mayela Orrantia is a financial advisor with Banorte Asset Management, Inc. in Houston, TX, holding a Series 66 designation and bringing 17 years of industry experience. Her prior roles include positions at PNC Investments LLC, PNC Bank, and BBVA Wealth Solutions Inc. Banorte Asset Management serves individual and high-net-worth clients, including trusts, estates, charitable organizations, and business entities, with a focus on Latin American clients, particularly Mexican citizens. The firm offers discretionary and non-discretionary portfolio management through traditional programs and a wrap-fee digital advisory platform, employing a range of model allocations and investment vehicles.

Alejandro Mateos Gonzalez is a financial advisor at Alterna Wealth Management, Inc. with five years of industry experience. He holds a Series 66 designation and has worked at Actinver in Mexico since 2005. He also engages in referral activities related to Banco Actinver and Actinver Casa de Bolsa for non-U.S. wealth management services. Alterna Wealth Management provides investment advisory and portfolio management services to individuals, high-net-worth clients, trusts, estates, institutions, and charitable organizations, with a significant portion of clients outside the United States. The firm employs a disciplined, global approach to asset allocation and diversification using dynamic models and combines quantitative analysis, technical methods, and an in-house trading desk in its investment process.

Cameron Malott is a financial advisor at Goodman Financial Corporation in Houston, TX, holding a Series 65 credential with seven years of industry experience. He has previously worked at Engrave Wealth Partners, LLC, Ramin Corporation, and 360 Thermal. Outside of finance, Malott operates a freelance video production business and engages in mystery shopping on a part-time basis. Goodman Financial Corporation provides discretionary investment management and targeted financial advisory services to individuals, trusts, estates, endowments, corporations, and pension plans. The firm employs a fundamental, bottom-up investment process overseen by an Investment Committee and focuses on customized portfolios emphasizing individual equities and bonds for tax efficiency and predictable income.

Sheldon Black is a CFP® professional at Franklin, Parlapiano, Turner & Welch LLC with two years of industry experience. He has held multiple roles within the firm and previously worked at Mariner. Outside of his advisory duties, he serves as treasurer for the Tanglewilde Civic Club in Houston, where he is involved in organizing activities and bookkeeping. Franklin, Parlapiano, Turner & Welch LLC advises high-net-worth individuals, trusts, and estates, providing fee-only asset management and comprehensive financial planning. The firm uses a structured client intake process and fundamental analysis to manage assets across a range of model portfolios, typically on a discretionary basis.

James Alfieri is a financial advisor with Platform Wealth Advisors in Missouri City, TX, holding a Series 66 credential and 27 years of industry experience. He has previously worked at Raymond James Financial Services and Hamilton Financial Advisors. Alfieri also serves as a principal and CPA at Hamilton Mercer Advisors, where he oversees office operations and performs accounting duties, and he is a volunteer treasurer for a nonprofit fire company. Platform Wealth Advisors offers discretionary investment management, financial planning, and retirement-plan consulting to individuals, trusts, and businesses. The firm employs a long-term, asset-class investing approach based on Modern Portfolio Theory and supports advisory services through its affiliation with accounting and consulting practices.

Dean Harvey is a CFP® with 28 years of industry experience and is affiliated with Westpark Wealth Advisors, Inc. He has worked at Westpark Wealth Advisors since 2001 and also has experience with Calton & Associates, Inc. He serves as a trustee on the board of the Lydia Patterson Institute, a private Methodist school. Westpark Wealth Advisors provides investment advisory and financial planning services to individuals, trusts, estates, pension and profit-sharing plans, and business entities. The firm uses a range of strategies including long- and short-term purchases, trading, option writing, and third-party money manager arrangements, often managing client assets on a non-discretionary basis.

Heather Hofstetter is a ChFC® credentialed financial advisor with 16 years of industry experience. She is currently with Oak Harvest Investment Services, having joined in 2026, and previously worked at firms including Angeles Wealth Management, CETERA Advisor Networks LLC, Girard Securities, and United Capital Financial Advisers. Oak Harvest Investment Services is a team advisory firm that serves individuals, families, high-net-worth clients, and retirement plan sponsors with portfolio management, financial planning, and consulting services. The firm manages client accounts on a discretionary basis and employs a comprehensive asset-allocation process integrating financial planning and risk profiling.