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 one year of industry experience. He holds a Series 65 designation and has worked at Innova Wealth since 2024. In addition to his advisory role, he is a tax director and minority shareholder at a public accounting firm, where he prepares and reviews tax returns and provides tax consulting services. Innova Wealth serves individual and high-net-worth clients, offering portfolio management and comprehensive financial planning. The firm uses a tailored Investment Policy Statement and combines fundamental analysis with modern portfolio theory to manage client portfolios, often employing discretionary trading authority and third-party sub-advisers.

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 Drumond Wealth Management with two years of industry experience. He holds the Series 66 designation and previously worked at Stirlingshire Investments and United Planners. Outside of advisory work, Saenz is employed as a data scientist in the oil and gas terminal sector. Drumond Wealth Management provides fee-based investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a tactical allocation approach using fundamental, technical, and cyclical analysis across diverse instruments and manages most assets on a non-discretionary basis.

Serving the wealth management needs of individuals and families with financial complexity in their lives is Justin's mission, leading him to found Integrity Road Wealth Partners, a fee-only Registered Investment Advisor firm. To learn more about Integrity Road Wealth, please visit www.integrityroadwealth.com. Justin serves clients preparing for and transitioning into retirement. Many of Justin’s clients are high-achieving engineers, pilots, business owners, executives, and attorneys. The clients Justin serves are often preparing to receive a lump sum pension, deferred compensation, or a buyout of their equity interests. Justin’s clients often experience sustained annual income of $200,000 - $2 million pre-retirement, enabling them to accumulate material retirement plan and after-tax assets. While accumulating $2 - $20 million in liquid assets is often quite feasible for the high-income professionals, airline pilots, executives, and business owners Justin serves, navigating the transition into retirement and beyond often warrants the involvement of a skilled professional to provide prudent guidance. In his most recent role as a Wealth Advisor at a national Registered Investment Advisor, Justin advised over 100 primarily high-income and affluent households on an ongoing basis as their primary advisor and financial planner. Prior to the advisor role at the national firm, Justin was Director of Financial Planning at a boutique Registered Investment Advisor in Houston. As Director of Financial Planning, Justin served the holistic wealth management needs of high-income and wealthy families. Alongside of his client advisory responsibilities, Justin was responsible for the company’s portfolio management, reporting, strategic planning, and operations functions. Justin first became interested in personal finance when he was about eight years old, buying his first stock. At Liberty University, Justin earned a Bachelor of Science in Business Administration with a concentration in Financial Planning, graduating Summa Cum Laude on a three-year track. After college, Justin pursued the licensing and advanced certifications required to serve clients effectively. As a Certified Financial Planner® Professional and Certified Kingdom Advisor®, Justin completed training, advanced examination, and a residency-like program before becoming certified. Justin is also an Investment Adviser Representative, having completed the Series 65.

Yevgeniya Andryeyeva is a CFP® professional with three years of experience at Stavis Wealth Transfer Solutions. Her prior work includes positions at Admitad and Knight Frank Russia. Stavis Wealth Transfer Solutions serves high-net-worth individuals, families, family offices, trusts, charitable organizations, and small businesses by providing integrated wealth, estate, and financial planning alongside asset management and trust policy services. The firm emphasizes tailored, goals-based planning and coordinates with clients’ other professional advisors while offering discretionary and non-discretionary portfolio management.

Joseph Foley is a financial advisor at Fortiter Wealth Management, LLC in Houston, TX, holding the Series 66 designation with 18 years of industry experience. He worked at First Trust Portfolios L.P. for 17 years before joining Fortiter Wealth Management in 2024. Fortiter Wealth Management serves high-net-worth individuals, trusts, retirement plans, and corporate clients, providing portfolio management, financial planning, and retirement plan consulting. The firm employs a process based on fundamental analysis and modern portfolio theory, offering diversified portfolios and utilizing model-driven strategies alongside independent managers and sub-advisors.

Katherine Letsos is a financial advisor with Joyce Wealth Management, LLC, holding a Series 66 designation and bringing 19 years of industry experience. She previously worked at J.D. Joyce Investment Management Group, LLC and Wells Fargo Advisors, both for a decade. Joyce Wealth Management provides financial planning, consulting, and investment management services to individuals, trusts, estates, charitable organizations, and retirement plans. The firm combines fundamental and technical analysis to tailor portfolios across a range of investment vehicles, with attention to client-specific factors such as risk tolerance and cash-flow needs.

Louis Pelz Jr. is a financial advisor at Core Capital Management and Research Inc. in Houston, TX, with 28 years of industry experience. He has been with Core Capital since 2008 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he is a general partner in Pelz Family LP, an asset holding and leasing company. Core Capital Management and Research Inc. provides discretionary and non-discretionary investment advisory services to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a combination of fundamental, technical, charting, and cyclical analysis and offers strategies including long- and short-term purchases, short sales, option writing, and futures.

Kayla Tolunay is a CFP® with 10 years of industry experience, currently serving at Stavis Wealth Transfer Solutions in Houston, TX. She has worked at several firms since 2009, including Stavis & Cohen Private Wealth LLC and Tanglewood Total Wealth Management, Inc. Tolunay is also an independent insurance agent. Stavis Wealth Transfer Solutions provides integrated wealth transfer, financial and estate planning, and asset management primarily for high-net-worth individuals, families, family offices, trusts, and foundations. The firm emphasizes coordinated estate and trust work with clients’ other professional advisors and offers specialized services such as trust policy management and life-insurance audits.

John Reimer is a CFP® professional with 18 years of experience in financial advising. He is currently with Signature Financial Advisors, where he has worked since 2016, and is also involved with Rmdr Advisors, Inc. and Reimer McGuinness & Associates, P.C. Outside of his advisory roles, he serves as CFO and shareholder of a restaurant business and holds ownership interests in a youth sports training center and a regional kids gym franchise. Signature Financial Advisors serves individual clients, closely held businesses, and pension and profit-sharing plans by providing investment supervisory services, manager-of-managers selection, pension consulting, and financial planning. The firm offers advice on a non-discretionary basis, working with clients to develop investment policy statements and selecting third-party asset managers to implement and monitor portfolios.

Paul Chiaro Jr. is the sole advisor at Terraform Wealth, LLC in Houston, TX, holding Series 63 and Series 65 licenses with 12 years of industry experience. He previously worked at Eagle Global Advisors for over a decade and is also the owner of a cow-calf ranch near Houston as well as Energy Research Advisors, an investment consulting firm. Terraform Wealth, LLC provides customized portfolio management and investment advisory services primarily to high-net-worth individuals, employing a range of analytical methods and investment strategies across diverse asset classes. The firm manages a concentrated client base and incorporates multiple outside business interests held by its principals.

Coleman Campbell is a financial advisor at Advocates Wealth Planning in Houston, TX, holding the CFP®, ChFC®, and Series 63 designations with 29 years of industry experience. He has worked at Cypress Advisory Services Ltd., LLP since 2012. Advocates Wealth Planning provides comprehensive financial planning and discretionary investment management to individual and high-net-worth clients. The firm employs a diversified, global investment approach using customized asset allocations based on five standard model portfolios, primarily implementing strategies with mutual funds and ETFs.

Samuel Dodson is a financial advisor with Signature Financial Advisors in Houston, TX, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at Signature FA since 2016 and previously at Ostrow Financial Group and H. Beck, Inc. In addition to his advisory role, he works as an independent insurance broker, providing analysis and proposals for life, disability, and long-term care insurance products. Signature Financial Advisors serves individuals, closely held businesses, and pension and profit-sharing plans by offering investment supervisory services, manager-of-managers selection, pension consulting, financial planning, and educational workshops. The firm delivers non-discretionary advice, selecting and monitoring third-party asset managers according to client-established investment policies.

Andrew Anton is a financial advisor at A3 Capital Advisors in Houston, TX, holding a Series 66 designation with 21 years of industry experience. He previously worked at Hourglass Capital, LLC for 17 years before joining A3 Capital Advisors in 2026. A3 Capital Advisors is a small registered investment adviser serving primarily high-net-worth individuals, focusing on individualized Investment Policy Statements and ongoing portfolio management. The firm employs fundamental analysis and a long-term trading approach, offering discretionary portfolio management and consulting services with both traditional and performance-fee arrangements.

Rajesh Chelapurath is the sole advisor at Ceera Investments, LLC in Bellaire, TX, holding Series 63 and Series 65 licenses with 20 years of industry experience. He has led Ceera Investments since 2005. Outside of his advisory work, he is the owner and managing member of CeeChat, LLC, a mobile app development project focused on creating a social messaging application. Ceera Investments provides fee-only, discretionary investment advisory services to individuals, charities, retirement funds, and institutional and international clients. The firm’s investment approach emphasizes fundamental analysis and manager philosophy, offering strategies in capital appreciation, equity income, and fixed income, and manages approximately $392 million in regulatory assets.

Adil Mackwani is a financial advisor at M&A Wealth with nine years of industry experience. He holds Series 63 and Series 65 licenses and has been involved with firms including Guardian Life and Mackwani & Associates Wealth Management. Outside of advisory work, he is a partner in a jewelry business and a licensed real estate agent. M&A Wealth primarily serves individual and high-net-worth clients, providing financial planning and portfolio management through a combination of active and passive strategies tailored to client needs. The firm is notable for advising private pooled investment vehicles and offering integrated services including insurance, tax, and family-office coordination.

Samuel McGee is a CFA® charterholder with 21 years of industry experience. He has been with Crestmont Private Wealth LLC since 2019, following prior roles at PURSHE KAPLAN STERLING INVESTMENTS, Inc. and Avondale Wealth Management, LLC. Outside of his advisory work, McGee serves on multiple nonprofit and community boards, including the Texas Board of Professional Geoscientists and Hill Country Family Services, and is active in organizations such as the Texas Hill Country Mustang Club and local political and athletic booster groups. Crestmont Private Wealth LLC provides discretionary and non-discretionary investment management, financial planning, and retirement services to individuals, families, estates, trusts, corporations, and charitable foundations. The firm emphasizes strategic asset allocation with tactical adjustments and a value-oriented investment style, managing approximately $363 million with a small supported team of advisors and offering specialized advisory services for legacy positions.

Mercedes Barker is a financial advisor at Equilibria Wealth Management, LLC with 19 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked with firms including Cetera Advisor Networks and Summit Financial Group. In addition to her advisory role, Barker owns Your Divorce Financial Analyst, a business providing divorce settlement mediation services, and Equilibria Earth, which manufactures fruit compotes. Equilibria Wealth Management manages approximately $130 million for around 115 clients, offering discretionary asset management and financial planning to individuals, estates, corporations, and other entities. The firm’s investment approach includes model portfolios with diversified allocations across equities, fixed income, REITs, and commodities, employing both fundamental and technical analysis with a focus on low turnover and risk management.

William Berger is a CFA® charterholder with 18 years of experience in the financial industry. He has been with Fortiter Wealth Management, LLC in Houston, TX since 2016. Fortiter Wealth Management serves high-net-worth individuals, trusts, pension and profit-sharing plans, and various corporate and business clients, offering portfolio management, wealth management, financial planning, and consultative oversight. The firm employs a combination of fundamental analysis and Modern Portfolio Theory, utilizing individual securities, mutual funds, ETFs, options, alternative investments, and sub-advisors within a manager-of-managers and model-driven approach.