James Walter is a financial advisor at Founders Capital Management Inc with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Shamrock Equity Advisors, Inc., Quasar Distributors, LLC, Lighthouse Capital Management, and Connecticut General Life Insurance Co since the early 1990s. Founders Capital Management provides customized investment management services to individuals, high-net-worth clients, trusts and estates, charitable organizations, pension and profit-sharing plans, and businesses. The firm uses a fundamental analysis approach with external research and committee review to build diversified portfolios across various asset classes, investing with a multi-quarter to multi-year horizon while employing strategies such as short selling and option writing.

Kevin Londergan is a financial advisor at BayRock Financial, L.L.C. with 22 years of industry experience. He holds a Series 63 designation and is also a partner in the CPA firm Bond, Snider, Glaw & Londergan, LLP, which focuses on income and estate tax planning, tax return preparation, asset protection, and business advisory services for small business owners. He is part owner of Oglesby & Londergan Financial Services, Inc., a tax planning and small business advisory firm. BayRock Financial serves individual investors and other advisers by providing discretionary portfolio management and financial planning services. The firm emphasizes customized portfolios and ETF-based model allocations, integrating financial planning with investment management through a formal multi-tier subscription planning program and a documented planning process.

Robert Rexford is a financial advisor at Rexford Capital in Bellaire, TX, holding Series 65 and Series 63 licenses with three years of industry experience. His career includes roles at Goldman Sachs, USC, Deloitte, and Morgan Stanley Wealth Management. Rexford Capital is a fee-only, SEC-registered investment adviser managing approximately $151 million for a diverse client base including affluent individuals, retirees, corporations, and institutional clients. The firm follows a long-term, behaviorally informed investment approach with an emphasis on equity exposure and municipal bonds, employing fundamental analysis supported by enterprise-grade AI tools.

Benjamin O'Brien is a financial advisor with Capital Management Advisors LP in Houston, TX, holding a Series 66 designation and 15 years of industry experience. He has been with Capital Management Advisors and its affiliated entities since 2008. Outside of advisory work, he serves as a general partner in private equity energy funds managed by CMA Energy Fund Management LLC. Capital Management Advisors LP provides fiduciary investment consulting and portfolio management to individuals, families, trusts, retirement plans, and select pooled-vehicle investors. The firm employs a values-based, family-centered consultative approach with long-term, passively oriented asset-class portfolios, supplemented by selected alternative investments and tactical allocation decisions.

Frank Mckinney III is a financial advisor at McKinney Capital Management in Houston, TX, with 25 years of industry experience. He holds the Series 66 designation and has worked at firms including Cetera and Mutual Securities. He is also an independent insurance agent providing client assessments and recommendations. McKinney Capital Management offers personalized discretionary and non-discretionary investment management services to individuals and various entities such as family offices, trusts, and nonprofit organizations. The firm employs a fundamental analysis-based investment process with a generally long-term focus while incorporating shorter-term trades when appropriate.

Sarah Mizell is a financial advisor at Cove Wealth Management in Houston, TX, holding a Series 65 designation with 11 years of industry experience. She has worked at Valued Retirements since 2014 and is also involved with the Julianna Poor Memorial Counseling Center. Cove Wealth Management provides fee-only investment management, financial planning, and wealth coordination services to individuals, families, trusts, estates, charitable organizations, businesses, and retirement plans. The firm emphasizes customized Investment Policy Statements, diversified low-cost ETFs and mutual funds, and a long-term holding strategy while coordinating multiple outside professionals for clients with net worths between $20 million and $500 million.

Manan Atit is a financial advisor at OPPOQUEST with one year of industry experience. He holds a Series 65 credential and previously worked at Honeywell, Abbott, Netra Health, and Alcon. He is also the co-founder of Netra Health, a venture that invests in early-stage life science companies. OPPOQUEST provides investment management services to individual and business clients, focusing on portfolio management through separately managed accounts with multiple model strategies and customized mandates. The firm employs a bottoms-up fundamental analysis approach and incorporates various asset classes, including ETFs, ETNs, and option strategies, while offering performance-based fee options and held-away account support.

William Garwood is a Series 65-licensed financial advisor with Cypress Asset Management Inc. in Houston, TX, where he has worked since 2012. He has 13 years of industry experience. Outside of his advisory role, he manages operations at W2 Development Partners, a land development business. Cypress Asset Management, Inc. is an independent investment adviser providing separately managed portfolios to individuals, trusts, estates, small businesses, charitable organizations, and retirement plans. The firm focuses on long-term, fundamental equity investing and offers distinct strategies tailored to client objectives, managing a substantial asset base with a small advisory team.

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.

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 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 at M&A Wealth with 22 years of industry experience. He holds Series 63 and 65 licenses and has worked previously at firms including Guardian Life and Brokers International Financial Services. In addition to his advisory role, he is involved in the sale of insurance and annuity products through P&C Life Insurance Agency, LLC. M&A Wealth provides financial planning and portfolio management primarily to individual and high-net-worth clients, using a combination of active and passive investment strategies tailored to client objectives. The firm also serves as adviser and affiliated sponsor to private pooled investment vehicles and offers in-house tax, accounting, and family-office services.

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.