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.

Robert Cruces is a financial advisor at M&A Wealth with 13 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at several firms, including Brookstone Wealth Advisors and Gradient Advisors LLC. Outside of his advisory role, he is also involved in insurance sales through Standard Capital Financial. M&A Wealth provides financial planning and portfolio management primarily to individual and high-net-worth clients. The firm employs a variety of investment approaches tailored to client objectives and manages private pooled vehicles, including multi-asset and private-credit funds.

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.

Chung Wu is a CFP® professional with 23 years of experience in financial advising. He has led Chung Wu Investment Group, LLC since 2014 and serves as the general partner and manager of CWIG Total Return Fund, LLC. Outside of his advisory work, he is also an insurance agent. Chung Wu Investment Group, LLC manages approximately $127 million for individuals, trusts, estates, and business entities, offering both discretionary and non-discretionary asset management and financial planning. The firm employs a combination of top-down macro analysis and bottom-up fundamental and technical analysis, with portfolios that may include ETFs, mutual funds, equities, alternative investments, and derivatives.

William Payne is a financial advisor at Tri-Star Advisors, Inc. in Houston, TX, with 33 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Calton & Associates, Inc. and Media 59. Outside of his advisory work, he is a limited partner in an airplane rental business. Tri-Star Advisors manages approximately $56.7 million across about 69 client accounts, providing discretionary portfolio management for individuals, corporations, charitable organizations, and insurance company clients. The firm employs diversified asset-allocation strategies and conducts quarterly portfolio reviews, utilizing multiple analysis methods and outside resources for fixed-income analysis and trade execution.

Joseph Piazza III is a CFP® with 11 years of industry experience, currently affiliated with Presidio Financial, LLC in Houston, TX. He has held roles at Guardian Life and John Paul II Catholic School, and operates Piazza Wealth Strategies, LLC as a holding company for Presidio Financial. Presidio Financial serves individual and high-net-worth clients, ERISA-qualified retirement plans, and business entities, providing discretionary asset management, financial planning, hourly consulting, and co-advisory services. The firm employs a passive, factor-based investment approach grounded in Modern Portfolio Theory and conducts comprehensive financial planning and quarterly account reviews.

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.

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.

Elizabeth Soto Delgadillo is a CFP® professional with 39 years of industry experience. She currently serves at Verus Financial Group and has previously worked at firms including IFP Securities, Independent Financial Partners, LPL Financial, Mass Mutual Investors Services, Westpark Wealth Advisors, and IMS Securities. Verus Financial Group provides investment advisory and financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm employs client-specific Investment Policy Statements and manages accounts using modern portfolio theory combined with qualitative analysis for digital assets.

Dilip John is a financial advisor at M&A Wealth with a Series 65 credential and one year of industry experience. His prior roles include positions at Wells Fargo and JP Morgan Chase. He is also involved with P&C Life Insurance Agency, LLC. M&A Wealth provides financial planning and portfolio management primarily to individual and high-net-worth clients, utilizing a variety of investment approaches including internally developed model portfolios. The firm also serves as adviser and affiliated sponsor to private pooled investment vehicles and offers additional services such as retirement plan advice and educational workshops.

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.

Matthew Semeyn is a CFP® with 19 years of experience in the financial services industry. He is currently with McKinney Capital Management in Houston, TX, where he has worked for over a decade. His prior experience includes roles at Cetera and Mutual Securities, Inc. Semeyn is also an independent insurance agent in addition to his advisory work. McKinney Capital Management provides personalized discretionary and non-discretionary investment management to individuals and various entities, including family offices, trusts, estates, private foundations, and nonprofit organizations. The firm employs a fundamental analysis-based approach with a generally long-term investment strategy while incorporating shorter-term trades when appropriate.

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.

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.

Milton Thiel Jr. is a CFP® professional with 23 years of industry experience, currently serving at Trinity Neches since 2016. He holds Series 63 and Series 65 licenses and participates as a board member for the Fort Bend County Toll Road Authority and the Fort Bend Grand Parkway Toll Road Authority. Trinity Neches offers discretionary private wealth management, financial planning, and corporate retirement plan advisory services to individuals, trusts, estates, charitable organizations, and businesses. The firm employs a blended investment process incorporating fundamental, technical, and cyclical analysis and manages customized portfolios on a discretionary basis aligned with client goals and risk tolerance.

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.

Edmund Lesage is a financial advisor at Integrity Financial Planning, LLC with 23 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Logical Investments, LLC for eight years. He is an officer and director of the Edmund and Brenda Lesage Family Foundation, a small private nonprofit foundation. Integrity Financial Planning provides discretionary portfolio management, financial planning, and consulting services to individuals, corporations, and retirement plans. The firm employs a five-step process to create low-cost personal index portfolios with active tax management and accommodates social or faith-based investment restrictions.

Michael Kuznicki is a financial advisor at Ridgeback Capital Management with 27 years of industry experience. He holds the Series 63 and Series 65 designations and has worked with firms including Ohio National, Genworth, and John Hancock. Kuznicki is also a principal of a CPA firm. Ridgeback Capital Management serves individuals, high-net-worth clients, corporations, trusts, estates, and charitable institutions by offering portfolio management, financial planning, and access to third-party money managers and model portfolios. The firm’s investment approach is based on Modern Portfolio Theory and primarily utilizes sub-advisors for discretionary trading and portfolio oversight.

Audrey Petrash is a CFP® professional with over two years of industry experience. She has been with Stegent Equity Advisors Inc. since 2013 and has also worked at Stegent Financial Services PC (formerly CSP) since 2022. Stegent Equity Advisors provides personal financial planning and discretionary investment management to individuals, high-net-worth clients, business owners, charitable institutions, and other organizations. The firm employs both fundamental and technical analysis within a buy-and-hold framework, integrating financial planning with tax and cash-flow considerations through its affiliation with a related public accounting practice.