Jason Locke is a financial advisor with Robertson Investment Management in Houston, TX, holding the Series 63 and Series 65 credentials and bringing 15 years of industry experience. His prior roles include positions at Simplicity Financial Investment Services, First Palladium, LLC, and Mercap Securities, LLC. He is also a licensed insurance agent offering fixed insurance products through Quantum Financial Strategies. Robertson Investment Management serves a diverse client base including individuals, families, trusts, pensions, and corporations, providing both discretionary and non-discretionary portfolio management along with financial planning and family office services. The firm employs a multi-strategy investment approach combining fundamental, technical, and cyclical analysis and partners with third-party managers for specific mandates.

Nghiep Nghiem is a financial advisor at Robertson Investment Management with 20 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including Meridian Circle Advisors and Ascendant Alternative Strategies. Nghiem currently serves as Managing Director at Robertson Investment Management, focusing on business development. Robertson Investment Management serves a diverse client base that includes individuals, families, trusts, pensions, corporations, and banks. The firm offers portfolio management, financial planning, family office services, and private placement opportunities, combining fundamental, technical, and cyclical analysis with access to third-party managers to deliver both liquid and illiquid investment solutions.

Timothy Sharer is a financial advisor at LVZ, Inc. with 33 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at NEXT Financial Group, Inc., Advanced Planning, Inc., and Independent Advisers Group Corp. Outside of advising, he is an author and owner of a business involved in life insurance and annuity sales. LVZ, Inc. provides investment management, financial planning, consulting, and third-party manager selection for individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and qualified retirement plans. The firm manages approximately $1.125 billion in assets across over 2,400 client relationships and offers a range of portfolio styles that combine fundamental and technical analysis within a top-down framework.

Hogan Choyce is an advisor with Wealth Management Group, holding Series 63 and Series 65 licenses and possessing five years of industry experience. His background includes roles at Park Avenue Securities and Guardian Life Insurance Co. of America. Outside the financial industry, he works part-time as a sanitation worker for H-E-B. Wealth Management Group serves individuals, including high net worth clients, as well as institutional clients such as pension plans and charities. The firm offers a range of services including financial planning, discretionary investment management, and retirement plan consulting, utilizing multiple investment strategies and a diverse selection of investment vehicles.

Chanse Wegner is a financial advisor with Lifestyle Wealth and holds the Series 66 designation. He has accumulated experience through roles at multiple firms since 2021, including Cetera Advisors LLC and FlipCo Financial. Lifestyle Wealth serves a diverse client base including individuals, high-net-worth clients, retirement plans, trusts, corporations, and other registered investment advisers. The firm offers a range of portfolio management and financial planning services, utilizing a mix of proprietary and third-party models, and acts as a model and signal provider as well as a sub-advisor to other advisers.

John Ellis is a financial advisor at Alden Investment Group with 42 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including MassMutual Life Insurance Co, LPL Financial, CUNA Brokerage Services, and Citigroup Global Markets. Ellis is a partner at Earnest Consulting Group, where he presents credit union-owned life insurance and other investment options to credit unions. Alden Investment Advisors provides discretionary and non-discretionary portfolio management and fee-based financial planning to individuals, retirement plans, and institutional clients. The firm emphasizes customized asset allocations using proprietary strategies and third-party managers, along with a technology platform that integrates held-away account management and fiduciary services for employer plans.

Kyle Johnston Sr. is a financial advisor with Lifestyle Wealth who holds Series 63 and Series 66 licenses and has 35 years of industry experience. His career includes roles at Cetera Advisors LLC, First Allied Advisory Services, and Lifestyle Asset Management, among others. Johnston is involved with The Johnston Company outside of his advisory work. Lifestyle Wealth serves individuals, high-net-worth clients, retirement plans, trusts, corporations, and other registered investment advisers by providing portfolio management, financial planning, pension consulting, sub-advisory, and third-party manager services. The firm uses a combination of proprietary and third-party models, employing fundamental, technical, and cyclical analysis while actively managing and rebalancing client portfolios.

Miguel Maisterra Silva is a financial advisor with Monex Asset Management, Inc. in Houston, TX, holding a Series 66 license and two years of industry experience. He has worked at Monex Securities Inc. and Banorte Asset Management, Inc., among other roles. Outside of finance, he is a golf coach and owner of a golf lessons business. Monex Asset Management serves individuals, corporations, trusts, estates, and charitable organizations, providing discretionary and non-discretionary portfolio management and investment consulting. The firm employs a combination of charting, fundamental, and technical analysis and offers a range of strategies from long-term holdings to short-term trading and option writing.

Michele Jones is a financial advisor at RHP Wealth Management with 27 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at firms including Bank of America, Merrill Lynch, and Purshe Kaplan Sterling Investments. Outside of financial advising, she is a silent owner of a communications company, Votel Communications. RHP Wealth Management is a five-advisor team managing approximately $345 million in discretionary assets. The firm serves individuals, trusts, estates, charitable organizations, corporations, and other business entities, offering wealth management services such as discretionary investment management, financial planning, and retirement plan consulting with a focus on diversified, tax-aware asset allocation.

Juan Medina is a financial advisor at ACP Capital Management, LLC with six years of industry experience. He holds a Series 66 designation and has worked at several firms, including Banorte-Ixe Securities International, Ltd., FigTree Financial USA, Inc., and Morgan Stanley. In addition to his advisory role, Medina is the managing member of Artemis Green LLC, a corporate consulting firm focused on sustainability initiatives. ACP Capital Management, LLC is an SEC-registered investment adviser serving individuals, high-net-worth clients, and institutions. The firm offers discretionary and non-discretionary portfolio management using ETFs, mutual funds, and UCITS, and utilizes a combination of in-house and third-party model portfolios, including offshore solutions for non-U.S. investors.

Lingyun Yang is a financial advisor at RHP Wealth Management in Houston, TX, holding a Series 66 designation with less than one year of industry experience. Prior to joining RHP Wealth Management, Yang held roles at Equitable Advisors, LLC and Royal Harbor Partners, LLC, among others. RHP Wealth Management is a five-advisor team managing approximately $345 million in discretionary assets, serving individuals, trusts, estates, charitable organizations, corporations, and other business entities. The firm employs a diversified, tax-aware investment approach with discretionary portfolio management and offers a range of wealth management services including financial planning and retirement plan consulting.

Rachel Kleinman is a CFP® and holds a Series 66 license with 10 years of industry experience. She currently works at Burkholder Wealth Management and previously spent significant time at Dimensional Fund Advisors. Kleinman was also briefly employed at Backflip in 2022. Burkholder Wealth Management serves individuals, pension plans, and charitable organizations by providing discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs tailored investment strategies based on fundamental analysis and modern portfolio theory, primarily recommending mutual funds and ETFs while offering some option-based covered-call strategies.

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® professional affiliated with Lifestyle Wealth, with six years of industry experience. Jamie has held roles at firms including Cetera Advisors LLC and First Allied Securities, INC. Outside of advisory work, Jamie serves as an administrative assistant at Lifestyle Asset Management, supporting financial planning activities. Lifestyle Wealth serves individuals, high-net-worth clients, retirement plans, trusts, corporations, and other registered investment advisers. The firm offers discretionary and non-discretionary portfolio management, financial planning, pension consulting, and sub-advisory services, employing a personalized approach that incorporates proprietary and third-party models.

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 with five years of industry experience. He holds Series 65 and Series 63 licenses. Prior to joining Manske Wealth Management in 2025, he worked at firms including Nordstrom, Nava Real Estate, and Invesco. Manske Wealth Management provides financial planning, consulting, and discretionary wealth and portfolio management to individuals, trusts, estates, corporations, and business entities. The firm manages approximately $707 million for around 480 clients, using tailored portfolios that incorporate mutual funds, ETFs, individual securities, and alternative allocations, with investment success measured against client-specific objectives.

James Latiolais is a financial advisor with Lifestyle Wealth in Friendswood, TX, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. His prior roles include positions at FSC Securities Corporation and Cetera Advisor Networks. He is also a licensed independent insurance agent providing health and life insurance products. Lifestyle Wealth serves individuals, high-net-worth clients, retirement plans, trusts, corporations, and other registered investment advisers, offering portfolio management, financial planning, pension consulting, and sub-advisory services. The firm employs personalized investment strategies using a mix of proprietary and third-party models and provides ongoing portfolio monitoring and rebalancing.

Lotte Optekamp is a financial advisor with Lifestyle Wealth, holding a Series 63 designation and over 26 years of industry experience. She has worked at several firms including Lifestyle Asset Management, Inc., Woodlands Wealth Management Group LLC, Shield Advisors Corp., FFP Advisory Services Inc., and Aegis Asset Management Inc. Additionally, Ms. Optekamp is a licensed insurance agent and occasionally offers insurance products to clients. Lifestyle Wealth serves individuals, high-net-worth clients, retirement plans, trusts, corporations, and other registered investment advisers. The firm provides portfolio management, financial planning, pension consulting, sub-advisory services, and issues a monthly market commentary, using a mix of proprietary and third-party models tailored to client suitability.

Vivekananda Kini is an advisor with Aegis Wealth Management, Inc. holding a Series 65 designation and no prior industry experience before joining. His work history includes roles at Gradient Advisors, LLC and a long-standing entrepreneurial venture with Vic2retirehappy.com. Aegis Wealth Management serves individual investors, including high-net-worth clients, institutions, and retirement plans by offering comprehensive financial planning, retirement and education savings analysis, and discretionary portfolio management through a multi-team advisor structure. The firm primarily manages portfolios via third-party sub-advisers and incorporates AI-based tools and direct indexing strategies in its offerings.