Chung Wu is a CFP® with 24 years of experience in financial advisory. He founded Chung Wu Investment Group, LLC in 2014 after working at Wells Fargo Advisors and A.G. Edwards & Sons, Inc. He serves as the general partner and manager of the CWIG Total Return Fund, LLC. Chung Wu Investment Group, LLC provides discretionary investment management and financial planning for individuals, trusts, estates, charitable organizations, and business entities, overseeing approximately $147.5 million in discretionary assets. The firm offers tailored portfolio management with a focus on asset allocation, tactical reallocation, and uses a variety of investment vehicles including derivatives and private fund management.

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® professional with 11 years of industry experience, currently serving at Presidio Financial, LLC in Houston, TX. He has held roles at Guardian Life, Wealth Design Group, and John Paul II Catholic School, and operates Piazza Wealth Strategies, LLC as a holding company for Presidio Financial. Presidio Financial serves individuals, business entities, and retirement plans through discretionary asset management, financial planning, and fiduciary services. The firm employs a Modern Portfolio Theory-based approach, utilizing passive and factor-based strategies with tailored risk profiles, and offers both in-house and co-advised portfolio management.

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.

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.

Eric Miller is a financial advisor with Increase Consultants LLC in Missouri City, TX, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He previously worked at LPL Financial LLC from 2016 to 2018 and Equitable Advisors from 2010 to 2016. Outside of advising, he is president of Increase Life Company of America, an insurance agency. Increase Consultants LLC serves individuals, high-net-worth clients, trusts, not-for-profit plans, endowments, corporations, and other business entities, managing approximately $14.5 million in assets for around 200 clients. The firm employs a long-term, fundamentally driven, globally diversified investment approach using separately managed accounts and strategic asset allocation, offering a range of portfolio management and financial planning services.

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 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.

Matthew Silvey is a financial advisor at Texas Family Wealth, LLC with a Series 65 credential and one year of industry experience. Prior to joining Texas Family Wealth, he worked at the YMCA and held various roles including positions at Sunny's Pizza and Wings and Clay & Company. Texas Family Wealth serves individuals, families, trusts, estates, small businesses, and retirement plans by providing customized wealth management, portfolio management, financial planning, and retirement plan advisory services. The firm employs a fiduciary, customized investment approach combining fundamental and technical analysis, typically focusing on long-term strategies and offering a distinctive wrap fee program that includes bundled transaction costs.

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.