Michael Mann is a financial advisor at Evan Capital with a Series 65 designation and eight years of industry experience. He is also a practicing physician in Houston, TX, serving as co-owner and physician at Southampton Medical and Wellness of Houston, PLLC, and working with American Physician Partners. Additionally, Dr. Mann serves as an advisory board member for the University of Houston College of Nursing Nurse Managed Telehealth Clinic. Evan Capital provides discretionary investment advice and portfolio management to individuals, small businesses, corporations, and charitable funds. The firm uses a data-driven, quantitative, and rules-based approach, focusing on ETFs and equities with tactical allocations across various asset classes and manages accounts on a discretionary basis.

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.

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 with Life Balance Financial in Houston, TX, holding Series 65 and Series 66 licenses and eight years of industry experience. His background includes roles at Edward Jones and CarMax, where he currently works as a sales consultant. Life Balance Financial provides comprehensive financial planning and retirement-plan consulting for individual and high-net-worth clients. The firm serves as the primary adviser while recommending and monitoring third-party investment managers who typically use Modern Portfolio Theory and the Fama-French three-factor model.

Deborah Andrews is a financial advisor with Custom Wealth Solutions in Houston, TX, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. Her career includes roles at Cambridge Investment Research Advisors, Cetera Advisors, and Questar Capital Corporation. She also operates an independent insurance agency, Andrews Financial Services. Custom Wealth Solutions is a small advisory firm serving individual and high-net-worth clients with discretionary asset management. The firm combines proprietary portfolio management with managed solutions through the Orion Portfolio Solutions program, focusing on client goals, risk tolerances, and using Monte Carlo planning techniques.

Taimur Qadir is a financial advisor with M&A Wealth in Sugarland, TX, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. His prior work includes roles at Guardian Life, Brokers International Financial Services, and General Turbines System of Texas Inc. In addition to his advisory role, he is involved with P&C Life Insurance Agency, LLC, where he assists clients with insurance and annuity products related to financial planning. M&A Wealth is a state-registered advisory firm managing approximately $18.1 million in discretionary assets. The firm serves individuals, businesses, retirement plans, and pooled investment vehicles through financial planning, portfolio management, tax, accounting, business advisory, and family-office coordination services, employing a range of customized investment approaches without using third-party managers.

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.

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 with The Menard Financial Group, LLC in Houston, TX, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He previously worked at Eagle Strategies LLC for 19 years before joining his current firm in 2021. Scott is also a licensed insurance agent in Texas, offering insurance products through a related advisory group. The Menard Financial Group provides investment advisory, financial planning, and retirement plan consulting to individuals, trusts, pension plans, and businesses. The firm manages assets primarily through discretionary wrap accounts and employs a variety of analytical approaches, including asset allocation, fundamental, quantitative, and technical analysis.

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 19 years of industry experience. He is currently an advisor at Durable Dividend Growth Strategies, L.P. and has held roles at Corient Services LLC, Galapagos Wealth Management, and Galapagos Partners. Durable Dividend Growth Strategies, L.P. provides discretionary portfolio management and sub-advisory services focused on equity securities for high-net-worth individuals, charitable organizations, and corporations. The firm employs proprietary model portfolios emphasizing free cash flow, dividend stability, and financial prudence, with a low-turnover approach designed to enhance tax efficiency.

Michael Schiff is a financial advisor at Incomar Investments, LLC with 24 years of industry experience. He holds a Series 65 designation and has been with Incomar Investments, L.P. since 1994. Outside of his advisory role, he serves as president and director of Luxury Lodges, Inc., a mobile home and recreational vehicle park. Incomar Investments, LLC provides discretionary wealth and portfolio management primarily for high-net-worth individuals, trusts, estates, small businesses, and charitable organizations. The firm employs a strategic asset allocation approach combining fundamental and technical analysis and offers access to non-traditional investments and institutional platforms.

Callen Campbell is a financial advisor at Advocates Wealth Planning in Houston, TX, holding a Series 65 designation with two years of industry experience. His prior roles include positions at Sanctuary Advisors LLC and Concenture Wealth, as well as teaching experience at Stephen F. Austin University and Cypress Woods High School. Advocates Wealth Planning provides comprehensive financial planning and discretionary investment management to individual and high-net-worth clients, managing approximately $374.5 million across about 175 client relationships. The firm employs a diversified, global approach with integrated asset allocation, primarily using mutual funds and ETFs, and customizes portfolios based on tax considerations, account constraints, and client goals.

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.

Matthew Dockall is a CFP® with nine years of industry experience, currently serving as a managing member of Dockall Financial Stewardship, LLC and an advisor at Presidio Financial, LLC. His prior experience includes roles at Park Avenue Securities LLC and Wealth Design Group, LLC. Outside of his financial advisory work, he coordinates a weekly church event for students in Houston. Presidio Financial serves individual clients, including high-net-worth households, ERISA-qualified retirement plans, and business entities, providing discretionary asset management, financial planning, and consulting services. The firm employs a passive and factor-based investment approach using mutual funds and ETFs, with periodic rebalancing and tax-aware reviews.

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.

Brock Hedgecoke is a CFP® and holds a Series 66 license with five years of industry experience. He is currently with Perennial Wealth Advisors, LLC and has prior experience at Ameriprise and several other advisory firms. Perennial Wealth Advisors provides financial planning, consulting, and discretionary investment management to individuals, trusts, estates, and business entities. The firm employs a strategic asset allocation approach grounded in Modern Portfolio Theory and fundamental analysis, primarily utilizing ETFs, mutual funds, and liquid alternative investments.

Stephanie Blakes is a CFP® and holds a Series 66 license with 15 years of experience in financial advising. She is the owner and Chief Compliance Officer of Seren Wealth Advisors, LLC, where she has been providing financial planning and investment management services since 2016. Her background also includes roles as an investment advisor representative at Calderwood Financial Strategies and as a real estate broker. Outside of financial advice, she is involved in insurance sales and real estate brokerage. Seren Wealth Advisors serves individual and high-net-worth clients, as well as small business retirement plans, offering discretionary portfolio management, financial planning, and retirement plan consulting. The firm follows a goal-driven investment process documented with investment policy statements and provides ongoing planning support, including coordination with other professionals and public financial-literacy workshops.