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.

Rajesh Chelapurath is the sole advisor at Ceera Investments, LLC in Bellaire, TX, holding Series 63 and Series 65 licenses with 20 years of industry experience. He has led Ceera Investments since 2005. Outside of his advisory work, he is the owner and managing member of CeeChat, LLC, a mobile app development project focused on creating a social messaging application. Ceera Investments provides fee-only, discretionary investment advisory services to individuals, charities, retirement funds, and institutional and international clients. The firm’s investment approach emphasizes fundamental analysis and manager philosophy, offering strategies in capital appreciation, equity income, and fixed income, and manages approximately $392 million in regulatory assets.

Adil Mackwani is a financial advisor at M&A Wealth with nine years of industry experience. He holds Series 63 and Series 65 licenses and has been involved with firms including Guardian Life and Mackwani & Associates Wealth Management. Outside of advisory work, he is a partner in a jewelry business and a licensed real estate agent. M&A Wealth primarily serves individual and high-net-worth clients, providing financial planning and portfolio management through a combination of active and passive strategies tailored to client needs. The firm is notable for advising private pooled investment vehicles and offering integrated services including insurance, tax, and family-office coordination.

Samuel McGee is a CFA® charterholder and holds a Series 66 license with 22 years of industry experience. He is currently with Crestmont Private Wealth LLC, where he has worked since 2019, following roles at PURSHE KAPLAN STERLING INVESTMENTS, Avondale Wealth Management, and Banc of America Investment Services. Outside of his advisory work, McGee serves on the Texas Board of Professional Geoscientists, holds leadership roles in several nonprofit and community organizations including the Texas Hill Country Mustang Club and Hill Country Family Services, and participates in local political activities. Crestmont Private Wealth LLC provides discretionary and non-discretionary investment management, financial planning, and retirement services to individuals, families, trusts, and institutional clients. The firm emphasizes strategic asset allocation with a value-oriented investment style and manages a significant regulatory asset base with a small supported team of advisors.

William Berger is a CFA® charterholder with 18 years of industry experience. He has been with Fortiter Wealth Management, LLC since 2016 and previously worked at Paul Comstock Partners and Vaughan Nelson Investment Management, L.P. He is based in Houston, TX. Fortiter Wealth Management serves high-net-worth individuals, trusts, pension and profit-sharing plans, and corporate entities. The firm uses a combination of fundamental analysis and Modern Portfolio Theory to manage diversified portfolios and employs third-party sub-advisors and proprietary model portfolios in its investment approach.

Charles Roe IV is a financial advisor at Innova Wealth, LLC with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including LPL Financial and BioCapital Holdings, LLC. Outside of advising, he practices as a certified public accountant and a licensed insurance agent. Innova Wealth, LLC provides portfolio management and financial planning primarily for individual and high-net-worth clients. The firm’s investment approach combines fundamental analysis and modern portfolio theory with a long-term orientation, using model portfolios and asset allocation to align client cash flow needs with appropriate risk levels.

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.

Paul Williams is a financial advisor at WRWCO, LLC with 23 years of industry experience. He has held his current role since 2020 and previously worked at United Planners Financial Services. Williams holds Series 63 and Series 65 designations. WRWCO, LLC provides discretionary investment management to individuals, families, trusts, and small businesses, managing approximately $98 million in assets across a small client base. The firm employs a value-oriented, balanced investment approach focused on income with growth, combining full discretionary authority with audit safeguards and client-aligned trading practices.

Antonio Montero is a financial advisor at Taursas Investments in Houston, TX, holding a Series 65 designation with two years of industry experience. Prior to joining Taursas Investments, he held roles at Siemens Healthineers USA, Villanova University, MassMutual, Next Step Energy Solutions, Rice University, and Eden Prairie High. Taursas Investments provides discretionary investment management and financial planning for individuals, families, trusts, corporations, and endowments. The firm’s approach combines fundamental business and industry analysis with an observational economic outlook, avoiding speculation and reliance on predictive models.

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 Series 65-licensed financial advisor with seven years of industry experience. He has worked at Guided Capital Wealth Management, LLC since 2024 and previously spent six years at Invesco. Guided Capital Wealth Management provides advisory services to individuals, pension and profit-sharing plans, and business entities, offering portfolio management, financial planning, pension consulting, and participant account management. The firm manages discretionary accounts using risk-tolerance models and a combination of index and actively managed ETFs, individual stocks, and specialty instruments.

Harris Hanson is a CFP® professional with 19 years of experience in the financial services industry. He is currently with Texas Family Wealth, LLC and previously worked at Raymond James Financial Services Advisors Inc. for over a decade. Hanson serves as a board member and finance committee member for the Friendswood Education Foundation, a nonprofit organization. Texas Family Wealth, LLC provides customized wealth management and financial planning services to individuals, families, trusts, estates, small businesses, and retirement plans. The firm employs a fiduciary, long-term focused investment approach that combines fundamental and technical analysis, offering discretionary portfolio management and a distinctive wrap fee program that includes bundled transaction 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.

Thomas Tucker is a financial advisor with Champion Advisors LLC in Houston, TX, holding Series 63 and Series 65 licenses with 22 years of industry experience. He has worked at firms including Capital Management Advisors LP and American General Securities Incorporated, and served as an independent insurance agent selling life insurance on a commission basis. Since 2025, he has also been affiliated with Henry Bragg & Co. as a promoter. Champion Advisors LLC provides discretionary investment management and tailored advisory services primarily to individuals, high-net-worth clients, trusts, estates, and foundations. The firm employs a long-term, buy-and-hold strategy based on Modern Portfolio Theory, focusing on strategic asset allocation and global diversification using passively managed mutual funds and fixed income, with additional options including REITs, commodities, alternative investments, and insurance products.

Colin Norman is a financial advisor at RNS Wealth Management, LLC with 10 years of industry experience. He holds a Series 66 designation and also works as an associate attorney at Kean Miller LLP. In addition to his advisory role, Norman is involved in insurance sales through Guardian Wealth Design Group. RNS Wealth Management provides discretionary portfolio management and financial planning primarily for individual clients, often acting as a co-advisor with third-party managers. The firm uses an American Funds mutual-fund platform and offers tailored financial planning with regular account reviews.

Donald Capone III is a CFA® charterholder and holds a Series 63 license with 10 years of industry experience. He has been with J.K. Financial, Inc. since 2005, a firm based in Houston, TX. J.K. Financial, Inc. provides wealth management, discretionary investment management, and financial planning to individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations. The firm utilizes both fundamental and technical analysis and incorporates options contracts within client portfolios, offering tailored investment strategies aligned with each client’s goals and risk tolerance.

Ryan Tong is a financial advisor at Ebquant, LLC with four years of industry experience. He holds a Series 65 designation and concurrently serves as Senior Data Scientist for Wal-Mart and CIO/CTO of Bitquant Capital, where he focuses on pooling investment capital for the laundromat business. Tong is also the founder of Tong Management Group, a bookkeeping and tax consulting firm, and provides investment consulting through Clarity.fm. Ebquant, LLC offers ongoing portfolio management and financial planning services to institutional clients, high-net-worth individuals, and non–high-net-worth individuals. The firm develops Investment Policy Statements tailored to clients’ objectives and employs a combination of fundamental, technical, and cyclical analysis across strategic and tactical time frames.

John Blair is a financial advisor with Sovereign Wealth Advisors LLC in Houston, TX, holding Series 63 and Series 65 licenses and nine years of industry experience. His prior roles include work at LPL Financial LLC and Allstate Financial Services LLC, as well as operating John A. Blair CPA, a tax preparation and accounting practice. Sovereign Wealth Advisors LLC provides investment advisory and financial planning services to individuals, trusts, retirement plans, and other entities. The firm manages diversified portfolios using a combination of analytical methods and offers services including comprehensive portfolio management, written financial plans, consulting, and access to platform-based investment programs.

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.