Ryan Tong is a financial advisor at Ebquant, LLC with four years of industry experience. He holds a Series 65 designation and concurrently serves as Senior Data Scientist for Wal-Mart and CIO/CTO of Bitquant Capital, where he focuses on pooling investment capital for the laundromat business. Tong is also the founder of Tong Management Group, a bookkeeping and tax consulting firm, and provides investment consulting through Clarity.fm. Ebquant, LLC offers ongoing portfolio management and financial planning services to institutional clients, high-net-worth individuals, and non–high-net-worth individuals. The firm develops Investment Policy Statements tailored to clients’ objectives and employs a combination of fundamental, technical, and cyclical analysis across strategic and tactical time frames.

Kesa Ennen is a financial advisor at Saber Capital Management LLC in Humble, TX. She holds the Series 65 designation and began her advisory role at Saber Capital Management in 2024. Prior to this, she worked as a self-employed contractor from 2019 to 2026. Saber Capital Management LLC provides discretionary investment management to individual clients and entities, including high-net-worth individuals, through separately managed accounts and private pooled investment vehicles. The firm employs a bottom-up, fundamental value-investing approach focused on detailed financial analysis, concentrated holdings, and a long-term horizon.

John Blair is a financial advisor with Sovereign Wealth Advisors LLC in Houston, TX, holding Series 63 and Series 65 licenses and nine years of industry experience. His prior roles include work at LPL Financial LLC and Allstate Financial Services LLC, as well as operating John A. Blair CPA, a tax preparation and accounting practice. Sovereign Wealth Advisors LLC provides investment advisory and financial planning services to individuals, trusts, retirement plans, and other entities. The firm manages diversified portfolios using a combination of analytical methods and offers services including comprehensive portfolio management, written financial plans, consulting, and access to platform-based investment programs.

Grant Ball is a Series 65-licensed advisor with Financial Synergies in Houston, TX, where he has worked since 2020. He has four years of industry experience and previously participated in the University of Houston’s Cougar Investment Fund and Bauer School of Business. Financial Synergies serves a diverse client base including individuals, retirement plans, trusts, estates, charitable organizations, and corporate clients, offering investment management, financial planning, and advisory services. The firm employs diversified, allocation-driven portfolios and utilizes third-party platforms and sub-advisors to customize client solutions.

Hamendra Ojha is a financial advisor at Callahan Advisors, LLC in Houston, TX, holding a Series 65 credential with 15 years of industry experience. He has been with Callahan Advisors since 2010. Callahan Advisors, LLC provides discretionary investment management primarily to individuals, including high-net-worth clients, as well as charitable organizations, foundations, trusts, estates, and retirement accounts. The firm’s investment approach focuses on US-listed equities complemented by fixed income and ETFs, with portfolio decisions based on client risk tolerance and long-term objectives.

Christopher Manske is a CFP® with 24 years of industry experience and serves as owner and president of Manske Wealth Management, LLC in Houston, TX. He has been with Manske Wealth Management since its founding in 2012 and also maintains a role with Purshe Kaplan Sterling Investments. Manske is the author of the manuscript "Wartime Investing," which explores investment strategies during periods of conflict. Manske Wealth Management provides financial planning, consulting, and discretionary investment management to individuals, trusts, estates, corporations, and business entities. The firm oversees approximately $608 million in client assets across a seven-advisor team and employs a goal-based approach that integrates fundamental, technical, and cyclical analysis to tailor asset allocations.

Jared Griffith is a financial advisor at Endeavor Private Wealth, Inc. in Houston, TX, holding a Series 65 designation with 15 years of industry experience. He worked at Scout Investments for 14 years before joining Endeavor Private Wealth, where he has been since 2024. Endeavor Private Wealth serves individuals, high-net-worth clients, trusts, businesses, and retirement plan sponsors, managing approximately $595 million. The firm employs a risk-adjusted, tax-aware investment approach through a combination of active and passive strategies, in-house management, independent managers, and specialist sub-advisors.

Chance Burroughs is a financial advisor at Manske Wealth Management, LLC in Houston, TX, holding a Series 65 designation with five years of industry experience. His prior roles include positions at MML Investors Services, LLC, Mass Mutual Life Insurance Co, and Aflac. Manske Wealth Management provides financial planning, consulting, and discretionary wealth and portfolio management services to individuals, trusts, estates, corporations, and business entities. The firm manages approximately $707 million for about 480 clients through a team of ten advisors, tailoring portfolios using a variety of investment methods and conducting regular client reviews.

Inaki Suarez Salinas is a financial advisor at Monex Asset Management, Inc. with eight years of industry experience. He holds a Series 66 designation and has previously worked at JPMorgan Securities LLC and JPMorgan Chase Bank, NA. Monex Asset Management provides 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 range of investment strategies including fundamental, technical, and charting analysis, and manages accounts both directly and through sub-advisors.

Mark Wilson is a financial advisor at Branson Fowlkes & Co Inc in Houston, TX, with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Branson Fowlkes & Co since 1999, including 14 years at Triad Advisors, Inc. Outside of his advisory role, he serves as treasurer for Boy Scouts of America, Troop 1891. Branson Fowlkes & Company provides investment advisory and financial planning services to individuals, families, trusts, estates, charitable organizations, and small- to medium-sized businesses, offering portfolio management, retirement and tax planning, and estate planning. The firm uses a strategic multi-level diversification approach called "D³ The Power of Diversification," combining asset-class allocation with diversification across investment styles and manager selections, and frequently implements client plans on a discretionary basis.

Cherita Church is a CFP® professional advising with Origin Investment Advisory LLC in Houston, TX, and has five years of industry experience. She has worked at firms including Time2Plan Financial and UTIMCO, and currently provides financial planning guidance as a freelance consultant for Blend Financial, Inc. dba Origin Financial. Origin Investment Advisory offers financial planning, budgeting, and portfolio management services primarily to individual retail clients through a direct-to-consumer subscription model and employer-sponsored programs. The firm employs a Modern Portfolio Theory-based investment approach enhanced by behavioral finance adjustments and systematic, rules-based models, supported by an AI-driven advisory platform.

Michael Brinkley is a Series 65-credentialed advisor at Manske Wealth Management, LLC with four years of industry experience. Before joining Manske Wealth Management in 2022, he worked in the mortgage industry for two years at NRL Mortgage and 21st Mortgage. Manske Wealth Management serves individuals, trusts, estates, corporations, and business entities with financial planning, consulting, and discretionary portfolio management. The firm manages approximately $707 million for about 480 clients through a team of ten advisors, using a multi-method investment approach tailored to client-specific goals and risk tolerances.

Colton Owen is a CFP® and Series 65 licensed advisor at Financial Synergies with three years of industry experience. His background includes roles at Financial Synergies Wealth Advisors and Texas A&M, as well as involvement with Faithbridge Church and Sky Ranch Summer Camps. Financial Synergies serves individuals, retirement plans, trusts, estates, charitable organizations, and businesses, offering both discretionary and non-discretionary investment management alongside written financial planning. The firm employs a diversified asset-allocation strategy that incorporates mutual funds, ETFs, individual securities, and digital assets, and is noted for its performance-based fee arrangements and policies managing side-by-side conflicts.

James Hawryluk is a financial advisor with Sovereign Wealth Advisors LLC in Houston, TX, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. His career includes roles at WCG Wealth Advisors, LLC, Sovereign Wealth Advisors, LLC, LPL Financial, and Intrua Financial. Sovereign Wealth Advisors LLC provides investment advisory and financial planning services to individuals, trusts, retirement plans, and other entities. The firm manages diversified portfolios using a combination of analytical methods and offers both discretionary and non-discretionary services, including access to sponsored and platform-based programs.

Nam Bui is a financial advisor at Callahan Advisors, LLC with a Series 65 credential and four years of industry experience. Prior to joining Callahan Advisors in 2022, he held roles at OPES One, Rosewater, MOD Pizza, Smoothie King, and the University of Houston. Outside of advising, he owns and operates businesses in reselling and e-commerce and works as a bartender at a local bar. Callahan Advisors, LLC provides discretionary investment management primarily to high-net-worth individuals and charitable organizations. The firm focuses on US-listed equities, corporate and government debt, ETFs, and money market funds, tailoring portfolios based on client risk tolerance and long-term goals.

Robert Rizarri is a financial advisor at Heritage Wealth Management in Houston, TX, holding a Series 65 designation with 15 years of industry experience. He previously worked with SMS Capital Management Inc. for nine years and The Shobe Financial Group for one year before joining Heritage Wealth Management in 2019. Heritage Wealth Management provides financial planning, estate-planning facilitation through a third-party platform, and investment advisory services including portfolio management and a sponsored wrap fee program. The firm serves individuals, high-net-worth clients, and trusts, typically requiring a minimum aggregate family investment of $1,000,000 to begin advisory relationships.

Rex Whiteside is a financial advisor at The Clarus Group with 35 years of industry experience. He holds a Series 63 designation and has worked at Raymond James Financial and Kingswood Capital Partners prior to his current role. He is also the owner of The Clarus Insurance Group, an insurance firm. The Clarus Group provides wealth management and discretionary investment management to individuals, trusts, estates, businesses, and retirement plans, utilizing customized investment models focused on objectives like capital preservation, income generation, and tax minimization. The firm offers both portfolio management and standalone financial planning services, combining internal discretion with outsourced portfolio analysis.

William Goodson is a CFP®-certified financial advisor with 14 years of industry experience. He has been with Financial Synergies Wealth Advisors, Inc. in Houston, TX, since 2015. Outside of his advisory role, he serves as the managing member of an eCommerce business operating an Amazon storefront. Financial Synergies serves individuals—including high-net-worth clients—as well as retirement plans, trusts, estates, charitable organizations, and businesses. The firm uses a diversified asset-allocation approach with no-load mutual funds, ETFs, and other securities, offering both discretionary and non-discretionary investment management along with written financial planning and account aggregation services.

Rachel Gummattira is a CFP® and holds a Series 65 license with 14 years of industry experience. She has been with Callahan Advisors, LLC since 2012 and is based in Houston, TX. Callahan Advisors, LLC is a registered investment adviser managing over $1.3 billion in client assets, serving individuals, high-net-worth clients, foundations, trusts, estates, and charitable organizations. The firm’s discretionary investment approach emphasizes U.S.-listed equities, fixed income, ETFs, and cash equivalents with attention to risk tolerance, diversification, and low portfolio turnover.

Elisia Pearson is a financial advisor with Sovereign Wealth Advisors LLC in Houston, TX, holding a Series 63 license and 28 years of industry experience. She has been with Sovereign Wealth Advisors since 2015 and has worked at LPL Financial since 2009. Sovereign Wealth Advisors LLC provides investment advisory and financial planning services to individuals, trusts, retirement plans, and other entities, managing portfolios that may include ETFs, mutual funds, individual equities, and fixed-income securities using multiple analytical methods and regular account reviews.