Michael Pearl is a financial advisor at Pearl Capital Investments in Montgomery, TX, holding a Series 65 designation with four years of industry experience. Prior to joining Pearl Capital Investments, he worked at USA Compression Partners, LP and Anadarko Petroleum. Pearl Capital Investments is a small registered investment adviser serving high-net-worth and qualified individual clients through discretionary portfolio management. The firm employs a combination of quantitative techniques, fundamental analysis, and modern portfolio theory, and is notable for its use of performance-based compensation and explicit derivatives strategies within separately managed accounts.

Jared Tobin is a CFP® with four years of industry experience, currently serving as an advisor at Olive Wealth Management in Houston, TX. He has been with Olive Wealth Management since 2021 and previously attended Texas Tech University. Olive Wealth Management is a small, supported registered investment adviser managing approximately $83.9 million across 54 clients. The firm serves individuals, high-net-worth clients, small businesses, trusts, and retirement plans, providing discretionary portfolio management and integrated financial planning with a focus on tax efficiency, cost minimization, and diversified global asset-class portfolios.

James O Neill is a financial advisor at Magnolia Wealth with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Magnolia Wealth since 2026. His prior experience includes positions at Intrua Financial and Corda Investment Management. Magnolia Wealth serves individual and high-net-worth clients, offering discretionary portfolio management and comprehensive financial planning. The firm employs a variety of analytical methods and integrates tax services alongside portfolio management.

Brian Koepp is a financial advisor with Sonnet, LLC, holding Series 63 and Series 66 credentials and bringing 21 years of industry experience. He has worked at Sonnet since 2016 and also serves as Chief Investment Officer at Revo Financial, where he is responsible for updating and maintaining money management models. Sonnet, LLC provides discretionary and non-discretionary asset management and retirement-planning services to individuals, high-net-worth clients, trusts, small businesses, and churches. The firm employs a combination of passive strategic allocations and actively managed quantitative and tactical models, offering multiple distinct money-management strategies including options-based approaches and maintaining oversight of approximately $148 million in assets across 269 client relationships.

Kathryn Prestwood is a CFP® professional with five years of industry experience, currently serving as a financial advisor at Penney Financial in Houston, TX. Her prior experience includes roles at RMB Capital and Heart and Soul Tea Room, reflecting a diverse background. Penney Financial provides comprehensive financial planning and advisory services to individuals, families, high-net-worth clients, trusts, estates, charitable organizations, and small businesses. The firm emphasizes a planning-first process supported by academic research, using low-cost mutual funds and ETFs within investment strategies that combine goal-based planning and discretionary portfolio management.

Douglas Murrill is a financial advisor at Redfish Capital with 32 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Redfish Capital Management LLC since 2010. Outside of his advisory role, he serves as an officer of the Joe Murrill Family Foundation. Redfish Capital provides discretionary asset management, financial planning, and ERISA 3(21) retirement plan advisory services to individuals, high-net-worth clients, and business entities. The firm employs a variety of investment strategies tailored to client goals and coordinates with other professional advisors, while also offering affiliated insurance and accounting services.

Joseph Piazza III is a CFP® professional with 11 years of industry experience, currently serving at Presidio Financial, LLC in Houston, TX. He has held roles at Guardian Life, Wealth Design Group, and John Paul II Catholic School, and operates Piazza Wealth Strategies, LLC as a holding company for Presidio Financial. Presidio Financial serves individuals, business entities, and retirement plans through discretionary asset management, financial planning, and fiduciary services. The firm employs a Modern Portfolio Theory-based approach, utilizing passive and factor-based strategies with tailored risk profiles, and offers both in-house and co-advised portfolio management.

Michael Sweet is a financial advisor at McAlister, Sweet & Associates, Inc. in Houston, TX, with 26 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Cambridge Investment Research Advisors. Outside of his advisory role, he maintains a beekeeping activity for approximately 10 hours per month. McAlister, Sweet & Associates provides financial planning and portfolio management services to individuals, families, high net worth clients, and business entities, managing about $224 million in client assets. The firm employs a range of analytical methods and investment strategies, primarily managing assets on a discretionary basis, and integrates tax preparation services within its advisory offering.

Thomas Tracy is a Series 65-licensed financial advisor with Forth Capital (USA), LLC, where he has worked since 2022. He has over two years of industry experience and is also the CEO and founder of Forth Capital Group, a firm established in 2004 that manages client assets internationally. Outside of his advisory role, he owns the FC EDINBURGH soccer team, focusing on strategic activities. Forth Capital (USA), LLC primarily serves UK expatriates living in the United States who hold UK-based pensions, providing financial planning, pension transfer advice, and portfolio management. The firm operates on a non-discretionary basis, emphasizes transatlantic retirement solutions, and coordinates with UK-regulated pension-transfer specialists and affiliated entities across multiple jurisdictions.

Jacquelyn Girling is a CFP® with five years of industry experience. She has worked at Bannerman Wealth since 2019 and previously was with Westwood Wealth Management and Texas A&M University. Girling is also co-owner and co-host of a finance podcast. Bannerman Wealth serves individual and high-net-worth clients, trusts, estates, business entities, charitable organizations, and retirement plans. The firm employs a largely passive investment approach based on Modern Portfolio Theory and Efficient Market Hypothesis, offering diversified model portfolios and comprehensive financial planning with ongoing client monitoring.

David Menard is a financial advisor with The Menard Financial Group, LLC in Houston, TX. He holds Series 63 and Series 65 designations and has 34 years of industry experience. Prior to founding his current firm in 2018, he worked at Eagle Strategies, LLC and Nylife Securities Inc., with a career beginning at New York Life Insurance Company. Outside of advisory work, he is involved in private equity investments and operates a family estate planning entity. The Menard Financial Group provides investment advisory, financial planning, and retirement-plan consulting services to individual, high-net-worth, and institutional clients. The firm manages portfolios using a combination of fundamental, technical, quantitative, and sector analysis, employing a range of strategies including asset allocation, duration management, and derivatives, primarily through a sponsored wrap fee program.

Evan Withner is a financial advisor with APM Wealth in Jersey Village, TX, holding a Series 65 designation and two years of industry experience. Prior to joining APM Wealth, he worked at Cypress Fairbanks ISD and operated a sole proprietorship focusing on music performance and education, including hosting saxophone summer camps through The Young Saxophonist's Institute, LLC. APM Wealth serves individual and high-net-worth clients, particularly physicians specializing in anesthesiology and pain management. The firm provides discretionary investment management, Personal CFO services, and business consulting, utilizing primarily ETFs and mutual funds with an emphasis on low-cost, broadly diversified, and tax-aware portfolio construction.

Carlos Perez is a financial advisor at Camden Wealth Advisors LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Camden Wealth Advisors since 2014. In addition to his advisory role, Perez is co-owner of Accesum Consulting Services, a business development and market consulting firm focused on Mexico and Latin America. Camden Wealth Advisors provides discretionary and non-discretionary investment management, comprehensive financial planning, family office services, and pension consulting to high-net-worth individuals, families, and institutions. The firm develops customized investment policies and asset allocation strategies, offering tailored portfolios reviewed annually using fundamental and technical analysis.

Tyler West is a CFP® professional with one year of industry experience, currently serving at C.L. Sheldon & Company, LLC. His prior roles include positions at Your Money Line and Upward Bound, as well as experience with Broome County Government and the United States Army Reserves. C.L. Sheldon & Company is a small, fee-only advisory firm focusing on individual and high-net-worth clients. The firm offers bundled financial planning, wealth management, standalone consulting, and financial coaching, with an emphasis on asset-allocation-driven portfolios managed on a non-discretionary basis.

Barrett Ward is a Certified Financial Planner (CFP®) and holds a Series 65 license, with six years of industry experience. He is currently a financial advisor at Champion Advisors LLC, where he has worked since 2019, and previously worked at Valcorra Capital. Outside of his advisory role, Ward serves as a financial consultant for Blandford Family Partnership, Ltd., focusing on financial statement analysis and securities evaluation for family financial holdings. Champion Advisors LLC provides discretionary investment management and tailored advisory services for individuals, high-net-worth clients, trusts, estates, and foundations. The firm employs a long-term, buy-and-hold investment approach based on Modern Portfolio Theory, emphasizing strategic asset allocation and global diversification through passive mutual funds, laddered bonds, and investment-grade fixed income.

Matthew Caire is a CFP® and CFA® with six years of industry experience, currently serving at Woodward Caire Advisors, LLC. He previously held positions at Vaughan Nelson Investment Management, Houston Trust Company, Patriot Wealth Management, and Linscomb Wealth. Outside of his advisory role, he teaches investments for the CFP program at Rice University’s Glasscock School of Continuing Studies. Woodward Caire Advisors serves high-net-worth individuals, trusts, family offices, and other registered advisers, generally applying a $1 million minimum for direct management. The firm offers discretionary wealth and portfolio management with integrated financial planning, following a Sustainable Growth at a Reasonable Price (SGARP) investment philosophy implemented through a quantitative and qualitative bottom-up process.

Jeffrey Mcculloch is a CFP® with 12 years of industry experience, currently serving as an advisor at Trisperity Advisors, LLC since 2017. Prior to this, he worked at Ameriprise Financial Services, Inc. from 2013 to 2017. He also holds a trustee role in fiduciary activities since 2014. Trisperity Advisors provides fee-only financial planning and investment management to individuals, trusts, estates, charitable organizations, and small businesses. The firm emphasizes strategic asset allocation and global diversification, managing approximately $283.7 million primarily on a discretionary basis.

Chukwuemeka Uzoukwu is a financial advisor with Dynamique Capital Advisors, holding Series 66, 65, and 63 licenses and having 13 years of industry experience. His background includes roles at NYLIFE Securities LLC, New York Life, and Citigroup Global Markets, among others. Outside of his advisory work, he serves as a non-compensated member of the Board of Governors for Dover College and a non-executive director for Guinea Plc, an insurance carrier. Dynamique Capital Advisors primarily serves high-net-worth individuals and plan sponsors, offering discretionary portfolio management, retirement plan consulting, and financial planning. The firm employs a tactical asset allocation strategy using fundamental, technical, cyclical, and event-driven analysis and manages approximately $25 million across ten client relationships.

Steven Frueh is a Series 66-registered financial advisor with Wealth Management Investment Advisors, LLC, based in Spring, TX, and has 19 years of industry experience. His prior roles include positions at Sonnet, LLC, Regal Investment Advisors LLC, Onyx Wealth Advisors, Inc., and Valic Financial Advisors. He is also a managing member of Galmont, LLC. Wealth Management Investment Advisors, LLC serves individual and high-net-worth clients, trusts, small businesses, and churches by providing comprehensive financial planning and wealth-management consulting. The firm focuses on advising clients on goals and asset allocation while referring assets to third-party money managers who implement strategies based on fundamental, modern portfolio theory, and technical analysis.

Laura Smith is a CFP® with 17 years of industry experience and has been with Heritage Asset Advisors Ltd., LLP since 2009. She is based in Houston, TX, and holds a Series 65 license. Heritage Asset Advisors is an independent firm with a four-advisor team managing approximately $256 million for around 400 clients. The firm serves individuals, pension plans, trusts, estates, charitable organizations, and business entities using a combination of fundamental, technical, and cyclical analysis tailored to each client’s profile, with both discretionary and non-discretionary account management options.