Niamh Aitken is a financial advisor with Forth Capital (USA), LLC, holding a Series 65 designation and two years of industry experience. She has worked at Forth Capital Advisors Limited and Forth Capital USA since 2020, and previously spent three years with Balmoral Asset Management Limited. Forth Capital (USA) LLC primarily serves U.S. resident UK expatriates with UK-based pensions, offering financial planning, UK pension transfer consulting, ongoing asset management, and IRA rollover guidance. The firm provides non-discretionary, tailored advisory recommendations and integrates UK pension transfer workflows in coordination with UK FCA-regulated specialists.

John Joyce is a financial advisor at Joyce Wealth Management, LLC in Houston, TX, holding Series 63 and Series 65 credentials with 33 years of industry experience. Prior to joining Joyce Wealth Management in 2023, he worked for J.D. Joyce Investment Management Group, LLC and Wells Fargo Advisors for a combined 20 years. Joyce Wealth Management provides financial planning, consulting, and investment management services to individuals, trusts, estates, charitable organizations, and retirement plans, serving as an ERISA fiduciary when engaged. The firm manages approximately $483 million in client assets, primarily allocating among third-party independent investment managers using a managed-account platform, supplemented by mutual funds, ETFs, and individual securities tailored to client needs.

Charles Roe IV is a financial advisor with Innova Wealth, LLC in Houston, TX, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. He has been with Innova Wealth since 2014 and is also involved with BioCapital Holdings, LLC, as well as maintaining a CPA practice and licensed insurance agent activities. From time to time, he offers accounting and insurance-related advice to clients outside of his advisory role. Innova Wealth primarily serves individual and high-net-worth clients, providing tailored Investment Policy Statements, discretionary portfolio management, and comprehensive financial planning including retirement, tax, and college planning. The firm combines fundamental analysis and modern portfolio theory with a long-term trading horizon and a time-segmented approach to retirement income, often utilizing third-party sub-advisers to manage portions of client accounts.

John Robertson is a financial advisor at Live Oak Wealth Advisory Group, LLC in Houston, TX, holding Series 63 and Series 65 licenses with 14 years of industry experience. He has been associated with Jobes Solo Investment Group, LLC for 13 years. Live Oak Wealth Advisory Group provides discretionary and non-discretionary investment management and financial planning to individuals, high-net-worth clients, trusts, and estates. The firm combines fundamental, technical, and cyclical analysis with systematic quantitative models through its QuantStrat division, employing adaptive asset-management strategies that emphasize downside risk protection while seeking income and capital appreciation.

Andrew Sharp is a CFP® with 22 years of industry experience, currently serving as a financial advisor at Altere Financial, LLC since 2024. His prior experience includes tenure at LPL Financial, LLC and Level Four Advisory Services. Altere Financial is a registered investment adviser providing financial planning, consulting, and wealth management services to individual and high-net-worth clients. The firm customizes investment strategies using independent managers and LPL model portfolios, managing a blend of discretionary and non-discretionary assets.

Kurt Box is a CFP® professional with 23 years of industry experience, currently serving at Advocates Wealth Planning in Houston, TX. He has been with Cypress Advisory Services Ltd., LLP since 2005. Advocates Wealth Planning advises individual and high-net-worth clients, combining comprehensive financial planning with discretionary investment management. The firm employs an integrated asset-allocation strategy using customized model portfolios primarily composed of mutual funds and ETFs, while also offering limited insurance brokerage services.

Austin Marrs is a CFP® professional with 14 years of experience in financial advising. He is currently with TSA Wealth Management and has prior experience at Tri-Star Advisors, Calton & Associates, and Parallax Investments. Marrs is also a licensed insurance agent in Texas, involved in researching and presenting insurance products such as annuities. TSA Wealth Management is an SEC-registered advisory firm serving individuals, corporations, and charitable entities with discretionary managed portfolios and consulting. The firm employs a range of investment techniques and provides educational seminars, managing approximately $359 million across a small team of advisors.

Richard Rainey is a financial advisor with Capital Management Advisors LP in Houston, TX, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He is the founder and CEO of Capital Management Advisors GP, LLC and Capital Management Advisors LP, where he has worked since 2005. Outside of investment advisory, he is also an insurance agent specializing in life and long-term care products and operates a business consulting practice focused on reviewing business plans. Capital Management Advisors LP provides fiduciary investment consulting, portfolio design, and continuous asset management to individuals, families, trusts, retirement plans, and select pooled-vehicle investors. The firm employs a values-based, family-centered consultative process with long-term, passively oriented asset-class portfolios, supplemented by selected alternative investments and supported by macroeconomic, fundamental, and technical analysis.

Drew Kittey is a financial advisor at Fruth Investment Management in Houston, TX, holding a Series 65 credential with six years of industry experience. Prior to joining Fruth Investment Management in 2018, he worked at Phillips 66 and ENGIE NA. Fruth Investment Management is a fee-only registered investment adviser managing approximately $404 million in assets for individuals, trusts, foundations, and corporate clients. The firm employs a tailored investment approach focusing on direct stock ownership combined with fundamental and technical analysis, maintaining low portfolio turnover and avoiding options, futures, hedge funds, or margin.

Sierra Elrod is a financial advisor at Alteris Capital Partners, LLC with five years of industry experience. She holds a Series 66 designation and has worked previously at Global Wealth Advisors and Commonwealth Financial. Prior to her advisory career, she held roles at the University of Mary Hardin-Baylor and the University of St. Thomas. Alteris Capital Partners provides discretionary investment management, financial planning, and business consulting to a range of clients including individuals, trusts, estates, and charitable organizations. The firm emphasizes customized, long-term portfolios using low-cost mutual funds and ETFs, supplemented by fundamental, technical, and cyclical analysis, and incorporates margin borrowings and derivatives within separately managed accounts.

Connor Tomlinson is a financial advisor at Guided Capital Wealth Management, LLC with seven years of industry experience. He holds a Series 65 designation and previously worked at Invesco for six years. Guided Capital Wealth Management provides discretionary portfolio management, financial planning, and pension consulting to individuals, pension and profit-sharing plans, and business entities. The firm uses risk-based models and a strategic allocation framework blending index and actively managed ETFs, individual equities, and fixed income, offering services through a wrap fee program that bundles management and administrative costs.

David Moring is a financial advisor at Huber, Cardono, Moring & Richter, L.P. with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Cambridge Investment Research, Inc. since 2007. In addition to his advisory role, he has practiced law as a solo attorney since 1978 and operates a construction labor contracting business. Huber, Cardono, Moring & Richter, L.P. provides portfolio design and investment management primarily for individual clients and related accounts, focusing on mutual funds, ETFs, stocks, and bonds. The firm uses separately managed accounts and both discretionary and non-discretionary arrangements, emphasizing a client-directed implementation process and annual account reviews.

John Moore is a financial advisor with Equilibria Wealth Management, LLC in Katy, TX, holding Series 63 and Series 65 licenses and 42 years of industry experience. He has worked at firms including Cetera Advisor Networks LLC and Summit Financial Group Inc. Outside of financial advising, he is involved in manufacturing fruit compotes through Equilibria Earth, dba Fruit and Me, and is a realtor and owner at Gabrianna LLC dba Gabrianna Realty. Equilibria Wealth Management manages approximately $130 million for around 115 clients, offering discretionary asset management and financial planning to individuals, estates, corporations, and other entities. The firm utilizes model portfolios combining fundamental and technical analysis with modern portfolio theory, featuring explicit, relatively concentrated security weightings and allocations to inflation-protected fixed income and gold.

Garrett Pool is a financial advisor with Access Financial Group, LLC in Katy, TX, holding a Series 66 designation and 12 years of industry experience. He previously worked at Edward Jones for eight years before joining Access Financial Group in 2021. Outside of his advisory role, Garrett referees high school basketball games with the Fort Worth Basketball Officials Association. Access Financial Group provides discretionary asset management and financial planning to individuals, charitable organizations, and small businesses. The firm manages approximately $39.3 million for about 163 clients, tailoring portfolios using a combination of fundamental and technical analysis and offering regular account reviews and updated financial plans.

Richard Figueroa is a financial advisor at Patron Partners, LLC with 28 years of industry experience. He previously worked at UBS Financial Services Inc for 11 years before joining Patron Partners in 2020. Figueroa serves on the investment committee of Memorial Hermann Healthcare System and is chairman of the Texas Department of Licensing and Regulation commission. He is also a board member of the National Rifle Association. Patron Partners provides investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, retirement plans, and institutional investors. The firm employs a diversified investment approach combining active and passive strategies with continuous portfolio monitoring.

Laura Addington is a CFP® professional with 21 years of industry experience. She has been with Addington Financial Group LLC since 1996. The firm provides discretionary and non-discretionary managed account services to individual and high-net-worth clients, integrating financial planning with investment management. Addington Financial Group emphasizes strategic asset allocation and quantitative risk measures, combining active and passive strategies to tailor portfolios for its clients.

John Blair is a financial advisor with Sovereign Wealth Advisors LLC in Houston, TX, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. He has previously worked at LPL Financial LLC and Allstate Financial Services LLC, and maintains an active CPA practice providing tax preparation and accounting services. Sovereign Wealth Advisors LLC serves individuals, trusts, retirement plans, and corporate clients by offering portfolio management, financial planning, retirement-plan consulting, and educational seminars. The firm utilizes a combination of fundamental and technical analysis and provides access to sponsored advisory programs and third-party manager platforms.

Edward Tredennick is a financial advisor at Doliver Advisors, L.P. in Houston, TX, holding a Series 65 designation with 16 years of industry experience. He has been with Doliver Capital Advisors since 2009. Outside of his advisory role, he is an attorney at Daniels and Tredennick, LLC. Doliver Advisors is an SEC-registered investment adviser serving individuals, pooled investment vehicles, retirement plans, and other entities. The firm employs quantitative, model-driven strategies focused on closed-end funds and offers customized cash and retirement planning, private equity funds, and special-purpose vehicles for qualified investors.

Grant Ball is a Series 65-licensed advisor with Financial Synergies in Houston, TX, where he has worked since 2020. He has four years of industry experience and previously participated in the University of Houston’s Cougar Investment Fund and Bauer School of Business. Financial Synergies serves a diverse client base including individuals, retirement plans, trusts, estates, charitable organizations, and corporate clients, offering investment management, financial planning, and advisory services. The firm employs diversified, allocation-driven portfolios and utilizes third-party platforms and sub-advisors to customize client solutions.

Ward Molen is a financial advisor with Centric Advisors, LLC, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He has worked at multiple firms including 1st Global Insurance Services and Cetera Advisors, and serves as president of Molen & Associates, LLC, a tax preparation and accounting services business. Molen is also involved in mobile app development through a partnership in Molen Tax App, LLC. Centric Advisors provides portfolio management and financial planning services to individuals, high-net-worth clients, corporations, and charitable organizations. The firm combines fundamental, technical, and cyclical analysis with both long-term and short-term trading strategies, offering tailored financial plans and discretionary portfolio management.