Paul Chiaro Jr. is a financial advisor with Terraform Wealth, LLC, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. His prior roles include positions at Energy Research Advisors and Eagle Global Advisors. Outside of advisory work, he owns a cow calf ranch near Houston and is the owner of Energy Research Advisors, an investment consulting firm. Terraform Wealth, LLC provides portfolio management and investment advisory services primarily to high-net-worth individuals, utilizing a range of analytical methods and investment vehicles. The firm manages over $200 million for a small client base and employs sophisticated trading strategies and third-party manager arrangements.

Thomas Woodward is a financial advisor at Woodward Caire Advisors, LLC in Houston, TX, holding a Series 65 designation with 13 years of industry experience. His prior roles include positions at Avalon Advisors, LLC and Avalon Investment & Advisory. Woodward Caire Advisors serves high-net-worth individuals, trusts, family offices, and registered advisers, typically requiring a $1 million minimum for direct management. The firm employs a Sustainable Growth at a Reasonable Price (SGARP) investment philosophy through a disciplined, quantitative and qualitative process, offering discretionary wealth management, integrated financial planning, model-provider services, and RIA consulting.

Samuel Dodson is a financial advisor with Signature Financial Advisors in Houston, TX, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at Signature FA since 2016 and previously at Ostrow Financial Group and H. Beck, Inc. In addition to his advisory role, he works as an independent insurance broker, providing analysis and proposals for life, disability, and long-term care insurance products. Signature Financial Advisors serves individuals, closely held businesses, and pension and profit-sharing plans by offering investment supervisory services, manager-of-managers selection, pension consulting, financial planning, and educational workshops. The firm delivers non-discretionary advice, selecting and monitoring third-party asset managers according to client-established investment policies.

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 with 21 years of industry experience. He has been with Crestmont Private Wealth LLC since 2019, following prior roles at PURSHE KAPLAN STERLING INVESTMENTS, Inc. and Avondale Wealth Management, LLC. Outside of his advisory work, McGee serves on multiple nonprofit and community boards, including the Texas Board of Professional Geoscientists and Hill Country Family Services, and is active in organizations such as the Texas Hill Country Mustang Club and local political and athletic booster groups. Crestmont Private Wealth LLC provides discretionary and non-discretionary investment management, financial planning, and retirement services to individuals, families, estates, trusts, corporations, and charitable foundations. The firm emphasizes strategic asset allocation with tactical adjustments and a value-oriented investment style, managing approximately $363 million with a small supported team of advisors and offering specialized advisory services for legacy positions.

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.

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.

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.

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.

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.

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 and bringing 22 years of industry experience. He has worked at Champion Advisors LLC since 2009 and at Henry Bragg & Co. since 2025. Outside of advising, he is a licensed independent insurance agent with a focus on life insurance. 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 centered on Modern Portfolio Theory, utilizing global diversification through passively managed mutual funds, laddered bond portfolios, and investment-grade fixed income.

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.