David Collins is a Series 65-licensed financial advisor with five years of industry experience. He is currently with WealthCare Financial Group, Inc. and has prior experience at Sequent Planning, LLC and National Empowerment Financial Group. Outside of advising, he is a co-owner of ACDC Victory LLC, a real estate business. WealthCare Financial Group serves individuals, families, business owners, non-profits, and retirement plan sponsors. The firm offers financial and retirement planning, portfolio management, and pension consulting, utilizing a structured investing approach based on diversified, customized portfolios and long-term strategies.

Brian Everett is a CFP® with 42 years of experience in financial advisory services. He is currently with Lifestyle Wealth and has a long career history including roles at Cetera and First Allied Advisory Services. Everett also serves as a trustee for individual living trusts and engages in financial planning consulting and fixed insurance activities through his own firm, Everett Financial Group. 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 personalized investment strategies and a mix of analytical approaches.

Edgar Lesser is a financial advisor at Monex Asset Management, Inc. in Houston, TX, holding a Series 66 designation with three years of industry experience. His career includes roles at Monex Securities, Inc. and Citibanamex, as well as a prior position at Universidad Iberoamericana. Monex Asset Management offers 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 combination of fundamental, technical, and charting analysis to manage a broad range of investment products and strategies.

Gonzalo Lobeira Richardson is a financial advisor at MMBG Investment Advisors Co. with one year of industry experience. He previously worked at MG Capital for six years and Risk Counseling Associates SC for two years. Gonzalo holds a Series 65 designation and is based in Miami, FL. MMBG Investment Advisors Co. provides discretionary investment management and limited financial planning to individuals, businesses, and institutional investors, managing approximately $2.46 billion in discretionary assets. The firm employs a global investment approach combining top-down macro analysis with bottom-up fundamental security selection and serves a notable non-U.S. client base through international affiliations.

I'm a former process research engineer - B.S. University of Louisiana at Lafayette, M.S. and Ph.D. in chemical engineering from the University of Texas at Austin. Upon graduating I joined Dow Chemical and had a productive 12-year career obtaining numerous patents and helping commercialize several products and processes. I enjoyed my Dow career, but there was something I enjoyed more. When Covid stopped the world, I re-evaluated my options and chose to pursue a passion. In 2022, I left a promising career at Dow to enroll in the CERTIFIED FINANCIAL PLANNER™ education program at Rice University. In April 2023, I launched Scientific Financial. I apply a scientific mindset and don't mindlessly accept doing things the "way they've always been done". I challenge the status quo and seek to do things better. Critical thinking has helped technology and the world move forward in the past decades. Financial planning should move forward too.

Joe Zimmerman is an advisor at Investment Research Corporation with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Quest Capital Strategies, Inc., and SA Stone Wealth Management Inc. In addition to his advisory role, he provides insurance product training and support to licensed agents and also performs part-time computer support consulting. Investment Research Corporation offers investment supervisory services, portfolio management, and financial planning to individuals, high-net-worth clients, and various institutional clients. The firm employs a fundamental approach to security analysis and manages both discretionary and non-discretionary assets across a broad range of securities.

Jesus Pompa is a financial advisor with Lifestyle Wealth in Friendswood, TX, holding the CFP® and Series 66 designations and possessing 11 years of industry experience. His prior roles include positions at Avantax Advisory Services and Capital One Investing. Outside of advisory, he is a part-owner of a real estate business and serves as an executive producer and recurring participant on a radio show. Lifestyle Wealth serves a range of clients including individuals, high-net-worth clients, retirement plans, and corporations, offering portfolio management, financial planning, pension consulting, and sub-advisory services. The firm employs a personalized investment approach utilizing proprietary and third-party models across various asset classes, and is active as a model and signal provider as well as a sub-advisor to other advisers.

Rodolfo Ruiz Pares is a financial advisor at Monex Asset Management, Inc. based in Houston, TX, with 15 years of industry experience. He holds a Series 66 designation and has worked at Monex Asset Management since 2010 and Monex Securities from 2010 to 2018 and again from 2018 to the present. Monex Asset Management provides discretionary and non-discretionary investment advisory and consulting services to a diverse client base, including individuals, high-net-worth clients, corporations, trusts, estates, and charitable organizations. The firm employs a blend of fundamental, technical, and charting analysis across a broad range of investment products and strategies.

Jason Mickey is a financial advisor with Wealth Management Group in Houston, TX, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He previously worked at Park Avenue Securities for nine years and has been affiliated with Guardian Life Insurance Company since 2015. He operates an independent health insurance brokerage focused on individual and group health insurance and fixed/immediate annuities. Wealth Management Group serves both high net worth individuals and institutional clients, offering financial planning, discretionary investment management, retirement plan consulting, and investment research. The firm employs multiple investment strategies and provides access to a range of complex and alternative investment vehicles.

Dominic Di Giacomo is a CFP® professional with three years of industry experience, currently serving at Cranbrook Wealth Management, LLC. His work history includes prior roles at JLFranklin Wealth Planning, LLC and Signature Wealth Strategies, as well as a four-year period at Clemson University. Cranbrook Wealth Management serves individuals, retirement accounts, trusts, estates, charitable institutions, and business entities, managing portfolios on a discretionary basis. The firm integrates investment management with financial planning and offers a range of portfolio models supported by written Investment Policy Statements, utilizing mutual funds, ETFs, separately managed accounts, and private equity opportunities.

Steven Stock is a financial advisor with Lifestyle Wealth who holds Series 63 and Series 65 licenses and has 22 years of industry experience. His prior work includes roles at 42 Options LLC and Cetera Advisors LLC, among others. Outside of his advisory work, he is a partner and co-manager of a recreational fishing camp. 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, sub-advisory services, and monthly market commentary, employing a blend of investment models and ongoing portfolio monitoring.

Douglas Walden is a financial advisor at Robertson Investment Management in Houston, TX, holding a Series 66 designation with seven years of industry experience. Prior to joining Robertson Investment Management, he worked at Edward Jones for eight years and was employed by KHOU Channel 11 for four years. Robertson Investment Management serves a diverse client base including individuals, families, trusts, pensions, corporations, and financial institutions. The firm offers a range of services such as portfolio management, financial planning, family office services, and private placements, utilizing both in-house and third-party investment strategies across multiple equity products.

Bernardo Hubard is a financial advisor at Monex Asset Management, Inc. in Houston, TX, with 20 years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at Morgan Stanley Smith Barney LLC and VectorGlobal WMG. He has been with Monex-affiliated firms since 2021. Monex Asset Management serves individuals, including high-net-worth clients, as well as corporations, trusts, estates, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management and investment consulting, employing a variety of strategies from long-term holdings to short-term trading, supported by sub-advisory and technology partnerships.

Dante Milanesi is a financial advisor at MDT Financial Advisors, LLC with five years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Advisors and Willis Johnson and Associates before joining MDT Financial Advisors. MDT Financial Advisors serves individuals, pension and profit-sharing plans, charitable organizations, and corporations by providing wealth and investment management, financial planning, consulting, and fiduciary services. The firm employs a combination of active and passive investment strategies and often manages client assets on a discretionary basis.

Kim Petersen is a financial advisor at Checchi Capital Advisers, LLC with three years of industry experience. She holds Series 63 and Series 65 licenses and has prior experience as a consultant and with Work America Capital/Varsity Hype. Petersen serves on the boards of a sustainable farming start-up, a charitable outreach organization, a corporate growth association in Houston, and holds roles with The University of Texas McCombs School of Business and The University of Texas Chancellor’s Council Executive Committee. Checchi Capital Advisers provides discretionary portfolio management primarily for high-net-worth individuals and various institutional clients. The firm employs a quantitatively driven investment process utilizing proprietary models and offers diverse strategies across global equity and fixed-income portfolios.

Jose Beltran is a financial advisor with Monex Asset Management, Inc. in Houston, TX, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Monex Securities, Inc. and work at the University of St. Thomas. 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 mix of fundamental, technical, and charting analysis across a broad range of investment products and offers both direct management and delegated discretionary management through a sub-advisor.

Ariel Tacher is a financial advisor with Vizcaya Capital, LLC in Houston, TX, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at IPG Investment Advisors, LLC and Bank Hapoalim. He is the sole member of J Stambler Wealth LLC, through which he provides advisory services to Vizcaya Capital. Vizcaya Capital primarily serves high-net-worth individuals, sophisticated investors, and institutional clients, offering discretionary and non-discretionary portfolio management as well as sub-advisory services to third-party money managers and private pooled funds. The firm is notable for its involvement with private funds and pooled vehicles, including offshore segregated portfolio structures, and serves a significant non-U.S. investor base.

Colin Monteith is a financial advisor at Altruist Advisors LLC with three years of industry experience and holds a Series 66 credential. His prior roles include positions at Ameriprise and Morgan Stanley. Outside of advising, he assists with bookkeeping and payroll management for his family ranch’s cattle and hunting business in Texas. Altruist Advisors serves individual investors, trusts, and estates by providing discretionary portfolio management and financial planning through a team of six affiliated advisers. The firm utilizes a blend of fundamental, technical, and quantitative analysis alongside model-based portfolios accessed via its proprietary technology platform.

Nicholas Renfro is a CFP® and holds a Series 66 license with two years of industry experience. He is currently an advisor at MDT Financial Advisors, LLC and previously worked at Wells Fargo Advisors for five years. Outside of financial advising, he has experience working at the University of Houston and Main St Bistro. MDT Financial Advisors is a registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm offers wealth and investment management, financial planning, consulting, and fiduciary and non-fiduciary services, employing a combination of active and passive strategies tailored to client objectives.

Glenn Royal is a CFP® professional with 31 years of industry experience, currently serving at RHP Wealth Management. His career includes roles at Royal Harbor Partners, Purshe Kaplan Sterling Investments, Bank of America, and Merrill Lynch. RHP Wealth Management is a five-advisor team managing approximately $345 million in discretionary assets for individuals, trusts, estates, and various organizations. The firm employs a diversified, tax-aware investment approach with multiple model strategies and offers services ranging from discretionary investment management to retirement plan consulting.