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.

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 Jr. is a financial advisor at Integrity Financial Planning, LLC in Houston, TX, holding Series 63 and Series 65 credentials with 24 years of industry experience. His prior roles include positions at Logical Investments, LLC and Next Financial Group, Inc. He is also an officer and director of the Edmund and Brenda Lesage Family Foundation, a small private nonprofit organization. Integrity Financial Planning provides discretionary investment management and financial planning primarily for individual and high-net-worth clients, emphasizing personalized, ultra-low-cost portfolios with active tax and cost management. The firm incorporates a range of analytical methods and may use option overlay strategies, serving a small client roster with support from third-party platforms and sub-advisory services.

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 three years of industry experience, currently at Stegent Equity Advisors Inc. in Houston, TX. She has been with the Stegent group of firms since 2013, including roles at Stegent Financial Services PC and Cornelius, Stegent & Price, LLP. Stegent Equity Advisors provides personal financial planning and investment management for individuals, high-net-worth clients, closely held business owners, and charitable organizations. The firm employs a combination of fundamental and technical analysis with a buy-and-hold approach and uses asset-allocation models regularly rebalanced according to client objectives.

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® and holds a Series 66 license with 16 years of industry experience. He is a financial advisor at Guided Capital Wealth Management, LLC in Houston, TX, where he has worked since 2018. Prior to this, he held roles at Bank of America and Merrill Lynch. Outside of his advisory work, Kyle serves as Secretary of Our Way Holdings II, LLC, a company that holds a nonoperating interest in My Way Holdings LLC, owner of Sunland Park Racetrack & Casino. Guided Capital Wealth Management provides advisory services to individuals, including high-net-worth clients, pension and profit-sharing plans, and business entities. The firm manages discretionary portfolios through a wrap fee program, using risk tolerance models and a combination of index and actively managed ETFs, individual stocks, and specialty instruments.

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 with OPPOQUEST, LLC in Houston, TX, holding a Series 65 designation and 13 years of industry experience. He has been with OPPOQUEST since 2013. OPPOQUEST provides investment management to individual and business clients through separately managed accounts, focusing on portfolio management with multiple model strategies and customized mandates. The firm employs a bottoms-up fundamental analysis approach and integrates diverse asset classes with an emphasis on risk controls.

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 with Fruth Investment Management in Houston, TX, holding a Series 66 designation and 12 years of industry experience. She previously worked at Ameriprise Financial Services, Inc. and Ameriprise Financial Services, LLC from 2013 to 2024. Fruth Investment Management is a fee-only registered investment adviser serving individuals, IRAs, trusts, foundations, and corporate clients. The firm focuses on tailored portfolio management using fundamental and technical analysis, primarily investing in individual stocks, with a long-term investment horizon and approximately $415 million in discretionary assets under management.

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.

Nicole Louvar is a financial advisor at Guided Capital Wealth Management, LLC in Houston, TX, with seven years of industry experience. She holds a Series 65 designation and has previously worked at Merit Financial Group, Lifestyle Planning Solutions, EDF Energy Trading, and Noble Energy Americas. Guided Capital Wealth Management provides advisory services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans and business entities. The firm manages discretionary portfolios through a wrap fee program, using risk-tolerance models and a blend of index and actively managed ETFs and individual stocks, supported by various analytical methods and specialty instruments.

Henry Bragg Sr. is a CFP® and Series 65-registered advisor with 18 years of industry experience. He is the founder of Henry Bragg & Co., where he has worked since 2020, following six years at Hill Investment Group LLC. Outside of his advisory work, he provides consulting services and entity management for family partnerships through Hilltop Interests, a business he founded in 2013. Henry Bragg & Co. offers discretionary portfolio management primarily to high-net-worth and individual clients, providing services such as qualified plan advisory, financial reviews, trustee services, and retained advisory for ultra-high-net-worth clients. The firm employs model allocations across five investment mandates using institutional mutual funds and ETFs, with trade execution supported by Forum Financial Management and custody through major custodians like Schwab and Fidelity.

Eryn Schultz is a CFP® and Series 65-licensed advisor with Her Personal Finance in Houston, TX, and has four years of industry experience. Her work background includes roles at Equita Financial Network and Revolution Foods, and she is the founder of Financial Education First DBA Earn with Eryn, where she provides financial education classes and workshops. Her Personal Finance offers fee-only financial planning and 401(k) assessment services to individuals, business owners, and corporate clients, with a focus on high-earning professionals and dual-career households. The firm emphasizes comprehensive financial planning without managing client assets, using a range of non–AUM fee arrangements and an investment approach grounded in modern portfolio theory.