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.

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.

James Donewald is the sole advisor at CRIS Capital, Ltd. in Katy, Texas, holding a Series 65 designation with 15 years of industry experience. He has been associated with CRIS Capital, Ltd. since 2008 and with CRIS Financial since 2012. Outside of his advisory role, Donewald is a licensed insurance agent and partner at CRIS Financial. CRIS Capital, Ltd. provides portfolio management services to individual clients, creating personalized Investment Policy Statements that address goals, time horizons, and risk tolerance. The firm employs fundamental analysis and modern portfolio theory with a long-term trading approach, delegating trade execution to a third-party subadvisor while maintaining discretionary oversight.

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.

Chris Liebum is a financial advisor at Ronald A. Bartlett & Associates, Ltd. with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked with Strategic Financial Concepts, SPJST, RIA Wealth Advisors, RIA Advisors, and Farmers Insurance Group. Outside of advising, he owns an insurance agency specializing in long-term care, life, annuities, and property and casualty insurance, and is a co-author of a book titled "It's Complicated." Ronald A. Bartlett & Associates provides retirement-focused investment advisory and financial consulting to individuals, trusts, estates, and unions, offering both ongoing asset management and standalone consulting. The firm emphasizes fundamental analysis and strategic asset allocation with a long-term holding approach, regularly monitors portfolios, and supports referrals to third-party advisers when appropriate.

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.

John Mcalister is a financial advisor at McAlister, Sweet & Associates, Inc. in Houston, TX, holding Series 63 and 65 credentials with 27 years of industry experience. Prior to joining his current firm in 2017, he worked at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. from 2002 to 2017. He also provides tax preparation services to clients as part of his advisory role. McAlister, Sweet & Associates offers financial planning and portfolio management to individuals, families, high net worth clients, and business entities. The firm employs a variety of analytical methods and investment strategies, managing approximately $224 million in assets across three advisors, and sponsors a wrap fee program that includes advisory services and transaction costs.

Clark Blackman III is a CFP®, CFA®, and PFS™ with 11 years of industry experience. He has worked at Alpha Wealth Strategies, LLC since 2019 and previously held roles at AG Installers and Patriot Wealth Management, Inc. Clark is based in Cypress, TX. Alpha Wealth Strategies serves individual investors, high-net-worth clients, trusts, estates, and closely held corporate accounts with discretionary portfolio management, manager selection, and segmented financial planning. The firm employs a long-term, mean/variance optimization approach grounded in modern portfolio theory, emphasizing diversified asset allocation and periodic rebalancing rather than market timing.

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.

Richard Fruth is a financial advisor at Fruth Investment Management in Houston, TX, with 33 years of industry experience. He has been leading Richard J. Fruth & Associates, Inc. since 1992. He holds the Series 63 designation. Fruth Investment Management is a fee-only registered investment adviser serving individuals, trusts, foundations, and corporate clients. The firm focuses on discretionary portfolio management with a stock-focused strategy that combines fundamental and technical analysis, maintaining low portfolio turnover and typically avoiding mutual funds, ETFs, options, futures, and margin.

Kyle Louvar is a CFP® professional with 16 years of industry experience, currently serving at Guided Capital Wealth Management, LLC since 2018. His prior roles include positions at Bank of America, Merrill Lynch, and Merit Financial Group. Outside of his advisory work, Kyle holds the role of Secretary at Our Way Holdings II, LLC, which has a nonoperating interest in a racetrack and casino. Guided Capital Wealth Management provides discretionary investment management, financial planning, and pension consulting to individuals, including high-net-worth clients, as well as pension and profit-sharing plans and business entities. The firm uses model portfolios tailored to various risk profiles and offers portfolio management primarily through a wrap fee program, managing over $250 million in discretionary assets.

Klinton Olive is a financial advisor at Olive Wealth Management with 19 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Olive Wealth Management since 2016. The firm manages approximately $83.9 million for about 54 clients, including individuals, high-net-worth clients, small businesses, trusts, and retirement plans. Olive Wealth Management focuses on diversified global asset-class portfolios, tax efficiency, and cost minimization, offering discretionary portfolio management, integrated financial planning, and specialized 401(k) consulting services.

Alok Himmatramka is a financial advisor at OppoQuest, LLC with 12 years of industry experience. He holds a Series 65 designation and has been with OppoQuest since 2013. OppoQuest provides investment management services to individual and business clients through separately managed accounts, focusing on portfolio management with four mainline model strategies and customized mandates. The firm emphasizes bottoms-up fundamental analysis, diversification, position sizing, and downside risk controls across a broad range of asset classes.

Paul Broughton Sr. is a financial advisor at The Broughton Investment Group, Inc. in Houston, TX, with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has been with the firm since 2012. Outside of his advisory role, Mr. Broughton provides financial bookkeeping for a marine supply business in which he holds a minority interest and owns a restaurant, Cantina Laredo, in Houston. The Broughton Investment Group offers investment and wealth management, financial planning, and educational services primarily to individuals, high-net-worth clients, small businesses, and professionals such as doctors, attorneys, and CPAs. The firm employs a fee-only, discretionary management approach using tactical and dynamic asset allocation grounded in modern portfolio theory and fundamental analysis.

Kymberly Watson is a financial advisor at Fruth Investment Management in Houston, TX, holding a Series 66 designation with 12 years of industry experience. She has been with Ameriprise and Ameriprise Financial Services, Inc. since 2013. Fruth Investment Management is a fee-only registered investment adviser serving individuals, trusts, foundations, and corporate clients with discretionary portfolio management. The firm emphasizes tailored asset allocation and individual stock selection through fundamental and technical analysis, maintaining a concentrated, long-term investment approach with low turnover.

Mark Frugoni is the sole advisor at Focus Wealth Advisors, LLC in Houston, TX, holding Series 63 and Series 65 licenses with 31 years of industry experience. He has led Focus Wealth Advisors since 2013. Focus Wealth Advisors serves individuals, including high-net-worth clients, pension plans, and business entities with portfolio management, family wealth and legacy planning, and pension consulting. The firm integrates modern portfolio theory with technical analysis, employing both long-term and short-term trading strategies while maintaining a firm-mandated custody arrangement with Fidelity.

Marcel Hebert is a CFP® and CFA® with 25 years of experience in financial advising. He has been the sole advisor at Beacon Financial Advisors Ltd in Houston, TX since 1993. Beacon Financial Advisors Ltd is a fee-only investment adviser serving individuals, families, and related entities, managing approximately $290 million in assets. The firm employs an IPS-driven, seven-step process focused on balanced, global asset allocation using primarily no-load mutual funds and active managers.

George Douglas is a CFA® charterholder with two years of industry experience. He is currently with Integra Wealth Advisors, LLC, where he has worked since 2023, following an 11-year tenure at Cadence Bank. Integra Wealth Advisors provides fee-only wealth management and financial planning to individuals, high-net-worth families, trusts, estates, and business owners. The firm employs an integrated investment approach that combines asset allocation with behavioral and emotional considerations, using both passive and active managers and alternative strategies when appropriate.