Frank Idrees is a financial advisor with Wealth Benefit Advisors, LLC in Houston, TX, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investment, Grove Point Investments, Grove Point Advisors, Quercus Capital Partners, and H. Beck, Inc. He is also the owner of a life insurance business focused on managing client portfolios and related services. Wealth Benefit Advisors, LLC provides investment advisory services to individuals, high-net-worth clients, and pension/retirement plans, offering managed accounts and retirement plan consulting. The firm tailors portfolio management strategies using a mix of turnkey asset management programs and separately managed accounts, serving a diverse client base with customized risk and return objectives.

Margaret Sucre' Vail is the founder and sole advisor at Sucre'-Vail Wealth Advisors in Houston, TX, with 22 years of industry experience. She holds Series 63 and Series 65 designations and has led her firm since its inception in 1997. Sucre'-Vail Wealth Advisors provides investment management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, family offices, trusts, estates, businesses, and retirement plans. The firm manages assets on a non-discretionary basis, constructing individualized portfolios using individual bonds, low-cost mutual funds, and ETFs, with a focus on fundamental analysis and long-term investment orientation.

Adam Beaty is a CFP® and holds a Series 65 license with 11 years of industry experience. He is a founder and managing partner of Bullogic LLC and has been involved with Bullogic Wealth Management since 2018. Outside of financial advising, he previously operated Quantum Pest Control for 16 years. Bullogic Wealth Management is a small advisory firm serving individual clients and employer plan sponsors. The firm focuses on passive portfolio construction using low-cost index funds and ETFs, combined with fundamental and technical analysis, while also providing comprehensive financial planning and employee benefit-plan services.

Karen Pong is a CFP® professional with 33 years of experience in the financial services industry. She is the owner and sole advisor at Custom Wealth Solutions, a firm she established in 2025. Prior to founding her firm, she held roles at Woodbury Financial Services, Questar Asset Management, and Victory Financial Group. In addition to her advisory work, she owns and operates K L Insurance Services, an independent insurance agency. Custom Wealth Solutions provides discretionary asset management primarily to individual and high-net-worth clients, utilizing both direct and program-based portfolio management through the Orion platform. The firm integrates third-party strategists and employs planning tools such as Monte Carlo simulations to tailor investment programs to client objectives.

Robert Ramsey is a financial advisor at RNS Wealth Management, LLC with 18 years of industry experience. He holds a Series 66 designation and has worked at Primerica Advisors for 10 years and Guardian Wealth Design Group since 2005. He is also active as an insurance agent through Guardian Wealth Design Group. RNS Wealth Management provides discretionary portfolio management and financial planning primarily for individual clients, using an American Funds mutual‑fund platform and third‑party managers. The firm delivers tailored financial planning and conducts regular account reviews while maintaining a relatively small client roster.

Keith Huber Jr. is a CFP® with 39 years of industry experience, currently serving at Huber, Cardono, Moring & Richter, L.P. in Houston, TX. He has been with the firm since 1996 and has also worked with Cambridge Investment Research, Inc. since 2007. Outside of his advisory role, Huber is involved in insurance, benefits, and human resources through a separate ownership interest. Huber, Cardono, Moring & Richter, L.P. provides investment advisory and portfolio management services to individuals and related entities, managing approximately $21.7 million in client assets. The firm focuses on separately managed accounts and uses mutual funds, ETFs, stocks, and bonds, with a process that includes suitability assessments, written strategic recommendations, and ongoing portfolio reviews.

Christopher Suffron is a financial advisor at Innova Wealth, LLC with two years of industry experience. He holds a Series 65 designation and also serves as a tax director and minority shareholder at a public accounting firm, where he prepares and reviews tax returns and provides tax consulting. Innova Wealth, LLC offers portfolio management and financial planning services primarily to individual and high-net-worth clients, utilizing fundamental analysis and modern portfolio theory with a long-term trading focus. The firm emphasizes individualized client services and may engage third-party managers, maintaining a collaborative relationship with an independent sub-adviser for certain strategies.

Stephen Jackson is a financial advisor at ViaQuest Advisors LLC with 35 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Arbor Point Advisors and Securities America Inc. Outside of advising, he is involved in a commercial cleaning business and serves as a licensed insurance agent, primarily servicing existing accounts. 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 offers discretionary portfolio management and recently added non-discretionary pension consulting services for employee benefit plans and participants.

Brittni Haywood is a financial advisor at Haywood Wealth Management in Houston, TX, holding a Series 65 credential with three years of industry experience. Prior to her current role, she worked at the University of Texas Medical Branch and Methodist. Haywood Wealth Management serves individual and high-net-worth clients by providing discretionary portfolio management, comprehensive financial planning, and participant account management for held-away retirement plan accounts. The firm uses a documented Investment Policy Statement for each client and employs fundamental analysis, modern portfolio theory, and quantitative methods with a long-term trading orientation.

Yevgeniya Andryeyeva is a CFP® professional at Stavis Wealth Transfer Solutions with one year of industry experience. Her prior work includes roles 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 along with asset management and trust policy services. The firm offers tailored, goals-based planning and coordinates with clients’ other professional advisors while managing both discretionary and non-discretionary portfolios.

Joseph Foley is a financial advisor at Fortiter Wealth Management, LLC with 18 years of industry experience. He holds the Series 66 designation and 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, pension and profit-sharing plans, and corporate entities, offering portfolio management, financial planning, and retirement plan consulting. The firm uses a combination of fundamental analysis and Modern Portfolio Theory to build diversified portfolios and employs third-party sub-advisors and proprietary model portfolios to assist with implementation.

Asim Naseem is a financial advisor at Thales Investment Services, Inc. with 13 years of industry experience. He holds a Series 65 designation and has worked at Thales since 2012. Outside of his advisory role, Mr. Naseem operates a consulting practice through Run Staffing Inc., providing technical analyst services. Thales Investment Services offers discretionary portfolio management for individual clients and pension/profit-sharing plans, using a proprietary fundamental-value approach that incorporates both fundamental and technical analysis. The firm targets distressed and undervalued assets, with strategies that include illiquid and speculative positions while considering domestic and global macroeconomic factors.

Timothy Hermesch is a financial advisor at Latitude Investment Group with 38 years of industry experience. He holds the ChFC® designation and Series 63 registration. Prior to joining Latitude Investment Group, he worked at Divergent Capital Asset Management, Atlas Financial Advisors, SOFOS Investments, and Securities America. Outside of investment advisory, he operates Hermesch Group as a traditional life insurance agent specializing in life insurance, long-term care, fixed annuities, and federal employee benefits. Latitude Investment Group provides investment advisory and financial planning services to individual clients, offering managed accounts, portfolio reviews, asset allocation recommendations, and written investment strategies tailored to clients’ objectives and risk tolerance.

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 previously worked at Rmdr Advisors, Inc. He is also a shareholder and CFO of a restaurant business and a partner in a regional kids gym franchise. Signature Financial Advisors serves individuals, closely held businesses, and retirement plans, providing investment supervisory services, manager-of-managers selection, pension consulting, and financial planning. The firm operates as a small team advisor managing approximately $68 million in assets and primarily offers non-discretionary portfolio advice through third-party money managers.

Paul Chiaro Jr. is a financial advisor with Terraform Wealth, LLC, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. His prior roles include positions at Energy Research Advisors and Eagle Global Advisors. Outside of advisory work, he owns a cow calf ranch near Houston and is the owner of Energy Research Advisors, an investment consulting firm. Terraform Wealth, LLC provides portfolio management and investment advisory services primarily to high-net-worth individuals, utilizing a range of analytical methods and investment vehicles. The firm manages over $200 million for a small client base and employs sophisticated trading strategies and third-party manager arrangements.

Thomas Woodward is a financial advisor at Woodward Caire Advisors, LLC in Houston, TX, holding a Series 65 designation with 13 years of industry experience. His prior roles include positions at Avalon Advisors, LLC and Avalon Investment & Advisory. Woodward Caire Advisors serves high-net-worth individuals, trusts, family offices, and registered advisers, typically requiring a $1 million minimum for direct management. The firm employs a Sustainable Growth at a Reasonable Price (SGARP) investment philosophy through a disciplined, quantitative and qualitative process, offering discretionary wealth management, integrated financial planning, model-provider services, and RIA consulting.

Samuel Dodson is a financial advisor at Signature Financial Advisors with 32 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at Signature Financial Advisors since 2016. Prior to that, he was with Ostrow Financial Group and H. Beck, Inc. He also works as an independent insurance broker, providing analysis and recommendations on various insurance products. Signature Financial Advisors serves individuals, closely held businesses, and retirement plans by offering investment supervisory services, pension consulting, and financial planning. The firm uses a manager-of-managers approach, conducting due diligence and monitoring manager performance, and maintains affiliations with accounting and insurance practices.

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.