Daniel Duckett is a CFP® professional with 12 years of industry experience. He currently works at JayKay Wealth Advisors, Inc. and has previously been affiliated with firms including Fidelity and Motley Fool Wealth Management. He holds Series 63 and Series 66 licenses. JayKay Wealth Advisors serves individual and high-net-worth clients, retirement plan sponsors, and charitable organizations by providing portfolio management, financial planning, and retirement plan consulting services. The firm manages client accounts on a discretionary, long-term basis using model portfolios and modern portfolio theory, and offers a range of wrap-fee programs alongside educational seminars.

Michael Garcia is a financial advisor with ViaQuest Advisors LLC in Houston, TX, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior experience includes ten years at Arbor Point Advisors and Securities America Inc. He is also a licensed insurance agent. ViaQuest Advisors LLC provides portfolio management, investment analysis, and financial planning to individuals, high-net-worth clients, trusts, estates, corporations, and pension/retirement plans. The firm recently added pension consulting services and employs a varied investment approach combining fundamental, technical, cyclical, and economic analysis.

Katie Tennent is a financial advisor with Heritage Asset Advisors Ltd., LLP in Houston, TX, holding a Series 65 designation and 16 years of industry experience. She has been with Heritage Asset Advisors since 2009, working as part of a four-advisor team. Heritage Asset Advisors is an independent firm managing approximately $256 million for around 400 clients, serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs a combination of fundamental, technical, and cyclical analysis tailored to each client's profile, offering both discretionary and non-discretionary portfolio management, and sponsors a wrap fee program.

Gary Penick is a financial advisor at Life Balance Financial in Houston, TX, with eight years of industry experience. He holds Series 66 and Series 65 licenses and has worked at firms including Edward Jones and CarMax. Outside of advisory work, Penick is employed as a sales consultant at CarMax. Life Balance Financial serves individual and high-net-worth clients by providing comprehensive financial planning, retirement-plan consulting, and recommendations for third-party investment advisers. The firm emphasizes asset allocation, tax-efficient asset location, disciplined rebalancing, and manager evaluation, typically recommending third-party managers that use Modern Portfolio Theory and the Fama-French three-factor model.

Marcus Ford is a financial advisor at Increase Consultants LLC with six years of industry experience. He holds a Series 65 designation and has been with Increase Consultants since 2018. In addition to his advisory role, he has been affiliated with Texas Southern University since 2008. Increase Consultants provides investment advisory and financial planning services to individuals, trusts, not-for-profit plans, endowments, corporations, and a registered investment company. The firm employs a customized, long-term, and globally diversified investment approach and offers family-office style reporting, non-investment consulting, and 401(k) education and plan monitoring.

Deborah Andrews is a financial advisor at Custom Wealth Solutions with 34 years of industry experience. She holds Series 63 and Series 65 designations and has worked at firms including Cetera Advisors LLC and Cambridge Investment Research Advisors, Inc. Andrews also operates an independent insurance agency, Andrews Financial Services, where she is an owner and agent. Custom Wealth Solutions is a small advisory firm serving individual and high-net-worth clients with discretionary asset management. The firm combines personalized portfolio management with platform-based strategies through the Orion Portfolio Solutions program and incorporates Monte Carlo planning techniques in its investment approach.

Yao Yao is a CFA® charterholder with six years of experience in the financial industry. He is currently the sole advisor at WB Advisors Texas LLC and also serves as Director of Wan Bridge Group, a developer and operator of single-family rental communities in Texas. Prior to his current roles, he worked at Amherst Holdings and American Homes 4 Rent. WB Advisors Texas LLC provides investment advisory services primarily to investment companies and pooled investment vehicles, focusing on real estate funds and private placements. The firm employs a combination of fundamental and quantitative analysis with a long-term trading orientation and offers discretionary portfolio management tailored through Investment Policy Statements.

Sally Branson is a financial advisor with Texas Family Wealth, LLC, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. Her career includes 14 years at Raymond James Financial Services Advisors, Inc., and she has served in a political office for the City of Friendswood since 2017. Outside of her advisory work, she is involved in public service through her role with the City of Friendswood. Texas Family Wealth serves individuals, families, trusts, estates, small businesses, and retirement plans with customized wealth management, portfolio management, financial planning, and retirement plan advisory services. The firm employs a fiduciary, long-term investment approach using a combination of fundamental and technical analysis and sponsors a wrap fee program that incorporates trading costs into asset-based fees.

Marie Navarre is a CFP® professional with 27 years of experience in financial advising. She has been with Neal Financial Group, L.P. since 2002 and also maintains an affiliation with LPL Financial, LLC over the same period. Outside of her advisory work, she assists in her spouse’s medical office with secretarial duties. Neal Financial Group, L.P. provides financial planning and pension-consulting services to various entities including employee benefit plans, trusts, and corporations, as well as individual clients. The firm focuses on advisory and consulting engagements supported by formal pension-consulting expertise and employs analytic techniques such as Modern Portfolio Theory and discounted cash flow models.

Joe Allen is a financial advisor at Life Balance Financial in Houston, TX, with 28 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Park Avenue Securities and Guardian Life Insurance Company. In addition to his advisory role, he operates as an independent insurance agent. Life Balance Financial provides financial planning by recommending and monitoring third-party investment advisers rather than managing client assets directly. The firm emphasizes asset allocation, portfolio construction, and tax-aware strategies, delivering a written financial plan known as the "Portfolio MRI" as its primary client service.

Stephen Scott is a financial advisor at The Menard Financial Group, LLC with 32 years of industry experience. He has held positions at Eagle Strategies (NY Life) for 19 years before joining his current firm in 2021. Scott holds Series 63 and Series 65 designations and is also a licensed insurance agent in Texas. The Menard Financial Group provides investment advisory, financial planning, and retirement-plan consulting services to individual, high-net-worth clients, and institutional plan sponsors. The firm manages portfolios using a combination of fundamental, technical, and quantitative analysis, employing various strategies including separately managed accounts and derivative instruments where appropriate.

John Barry is a financial advisor at Core Capital Management and Research Inc. in Houston, TX, holding a Series 65 designation with 13 years of industry experience. He has been with Core Capital since 2016 and also serves as Vice President of Marketing at BMC Software, Inc., a non-investment role he has held since 1999. Additionally, Barry is President of JB3 Marketing Group, a marketing and insurance sales business he founded in 2008. 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 in its investment strategies, which include long- and short-term purchases, trading, short sales, option writing, and futures.

Wesley Kubesch is a CFA® charterholder with 20 years of industry experience. He is currently with Durable Dividend Growth Strategies, L.P. and has held prior roles at Corient Services LLC, Galapagos Wealth Management, and Regatta Research & Money Management L.L.C. among others. Durable Dividend Growth Strategies, L.P. provides discretionary portfolio management and sub-advisory services primarily to high-net-worth individuals, charitable organizations, and businesses. The firm employs a model-driven investment approach focused on dividend stability and growth, free cash flow, leverage, and profitability, with portfolios designed for tax efficiency and a mix of technical and fundamental analysis.

Callen Campbell is a financial advisor at Advocates Wealth Planning in Houston, TX, holding a Series 65 designation with two years of industry experience. He previously worked at Sanctuary Advisors LLC and Concenture Wealth, and spent several years in education roles before entering the financial advisory field. Advocates Wealth Planning advises individual and high-net-worth clients by providing comprehensive financial planning alongside discretionary investment management. The firm uses an integrated asset-allocation approach with customized model portfolios and emphasizes tax-conscious implementation.

Cory Mizell is a financial advisor with Cove Wealth Management in Houston, TX, holding a Series 65 designation and 10 years of industry experience. He has worked at Valued Retirements, Inc. since 2016 and has a background with Solvay Chemicals dating back to 2014. Cove Wealth Management provides discretionary, fee-only investment management supported by financial planning and wealth coordination services to individuals, families, trusts, estates, and select institutional clients. The firm serves both high-net-worth and non-HNW clients, focusing on customized investment strategies that incorporate low-cost ETFs, mutual funds, individual securities, and independent managers.

Jon Vaughan is a CFA® charterholder and holds a Series 63 license, with 32 years of industry experience. He currently serves as a partner at Tri-Star Advisors, Inc. in Houston, Texas, a role he has held since 2009. Vaughan’s prior work includes time at Calton & Associates, Inc. since 2014. Tri-Star Advisors is a registered investment adviser managing discretionary portfolios for individuals, high-net-worth clients, corporations, charitable organizations, and insurance companies. The firm employs diversified investment strategies across multiple asset classes and analysis methods, offering managed account services that include security selection, rebalancing, tax-loss harvesting, and utilization of sub-advisors.

Alvaro Trullenque is a financial advisor at Camden Wealth Advisors LLC with 30 years of industry experience. He holds Series 63 and Series 65 designations and has been with Camden Wealth Advisors since 2009. He also serves as a managing member and investment adviser representative at Inscription Family Office, LLC. Outside of his advisory roles, he is a partner in a real estate business, TP International. Camden Wealth Advisors provides discretionary and non-discretionary investment management, comprehensive financial planning, family office services, and pension consulting to high-net-worth individuals, families, family offices, trusts, and institutions. The firm offers customized investment strategies and may engage third-party managers to align with client goals.

Henry Vail is a financial advisor at Sucré-Vail Wealth Advisors in Houston, TX, with 28 years of industry experience. He has held Series 63 and Series 65 licenses and has been with Sucré-Vail Wealth Advisors since 2006, following a prior career at Vail & Associates from 1991 to 2020. Sucré-Vail Wealth Advisors is a state-registered investment adviser serving individuals, family offices, trusts, estates, businesses, and retirement plans. The firm offers customized investment management, financial planning, consulting, and Personal CFO services, using fundamental analysis to build long-term portfolios composed of individual bonds, mutual funds, and ETFs, managed on a non-discretionary basis.

Matthew Dockall is a CFP® professional with nine years of industry experience, currently serving at Presidio Financial, LLC in Houston, TX. He has prior experience with Park Avenue Securities and operates Dockall Financial Stewardship, LLC. Outside of his advisory role, he coordinates a church event for students as part of his pastoral support activities. Presidio Financial serves individuals, business entities, and retirement plans through discretionary asset management, comprehensive financial planning, and fiduciary services. The firm’s investment approach is based on Modern Portfolio Theory, passive and factor-based strategies, asset allocation, and periodic rebalancing, with portfolio management tailored to client risk profiles.

Jayanth Kabad is a CFP® professional with 40 years of industry experience, affiliated with JayKay Wealth Advisors, Inc. in Houston, TX. He has worked at LPL Financial since 2008 and has been with JayKay Wealth Advisors since 2003. Outside of his advisory role, he serves as a board member for the Jayanth and Kanchan Kabad Private Foundation and is writing a memoir. JayKay Wealth Advisors serves individual and high-net-worth clients, retirement plan sponsors, and charitable organizations, offering portfolio management, financial planning, and retirement plan consulting. The firm typically manages client accounts on a discretionary, long-term basis using modern portfolio theory and model portfolios, with access to third-party money managers and unified managed account wrap programs.