Paul Chiaro Jr. is the sole advisor at Terraform Wealth, LLC in Houston, TX, holding Series 63 and Series 65 licenses with 12 years of industry experience. He previously worked at Eagle Global Advisors for over a decade and is also the owner of a cow-calf ranch near Houston as well as Energy Research Advisors, an investment consulting firm. Terraform Wealth, LLC provides customized portfolio management and investment advisory services primarily to high-net-worth individuals, employing a range of analytical methods and investment strategies across diverse asset classes. The firm manages a concentrated client base and incorporates multiple outside business interests held by its principals.

Coleman Campbell is a financial advisor at Advocates Wealth Planning in Houston, TX, holding the CFP®, ChFC®, and Series 63 designations with 29 years of industry experience. He has worked at Cypress Advisory Services Ltd., LLP since 2012. Advocates Wealth Planning provides comprehensive financial planning and discretionary investment management to individual and high-net-worth clients. The firm employs a diversified, global investment approach using customized asset allocations based on five standard model portfolios, primarily implementing strategies with mutual funds and ETFs.

Thomas Woodward is a financial advisor with Woodward Investment Management, LLC in Houston, TX. He holds a Series 65 designation and has 12 years of industry experience, including prior work at Avalon Advisors, LLC from 2014 to 2021. Woodward Investment Management primarily serves high-net-worth individuals, family offices, trusts, pooled investment vehicles, and institutional clients. The firm applies a Sustainable Growth at a Reasonable Price (SGARP) investment approach, combining quantitative screening with qualitative analysis and a formal sell discipline, and offers strategies that include sector-diversified small companies and a concentrated, hedged leading firms portfolio.

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 Series 63 and Series 65 credentials and nine years of industry experience. He has worked at various firms, including Guardian Life and White Rhino Financial, and maintains active involvement in businesses such as a jewelry sales consultancy and real estate transactions. M&A Wealth is a state-registered advisory firm managing approximately $18.1 million in discretionary assets, serving individuals, businesses, retirement plans, and pooled investment vehicles. The firm offers financial planning, portfolio management, and a range of related services, managing client portfolios with a blend of active and passive strategies tailored to client needs.

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 17 years of industry experience. He has been with Fortiter Wealth Management, LLC in Houston, TX since 2016. Fortiter Wealth Management serves high-net-worth individuals, trusts, pension and profit-sharing plans, and corporate clients by providing portfolio management, wealth management, and financial planning services. The firm employs a combination of fundamental analysis and Modern Portfolio Theory, using a model-driven, manager-of-managers approach that includes the use of margin and access to alternative investments.

Niamh Aitken is a financial advisor with Forth Capital (USA), LLC, holding a Series 65 designation and two years of industry experience. She has worked at Forth Capital Advisors Limited and Forth Capital USA since 2020, and previously spent three years with Balmoral Asset Management Limited. Forth Capital (USA) LLC primarily serves U.S. resident UK expatriates with UK-based pensions, offering financial planning, UK pension transfer consulting, ongoing asset management, and IRA rollover guidance. The firm provides non-discretionary, tailored advisory recommendations and integrates UK pension transfer workflows in coordination with UK FCA-regulated specialists.

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.

Andrew Sharp is a CFP® with 22 years of industry experience, currently serving as a financial advisor at Altere Financial, LLC since 2024. His prior experience includes tenure at LPL Financial, LLC and Level Four Advisory Services. Altere Financial is a registered investment adviser providing financial planning, consulting, and wealth management services to individual and high-net-worth clients. The firm customizes investment strategies using independent managers and LPL model portfolios, managing a blend of discretionary and non-discretionary assets.

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.

Kurt Box is a CFP® professional with 23 years of industry experience, currently serving at Advocates Wealth Planning in Houston, TX. He has been with Cypress Advisory Services Ltd., LLP since 2005. Advocates Wealth Planning advises individual and high-net-worth clients, combining comprehensive financial planning with discretionary investment management. The firm employs an integrated asset-allocation strategy using customized model portfolios primarily composed of mutual funds and ETFs, while also offering limited insurance brokerage services.

Aaron Stephens is a CFA® charterholder with eight years of industry experience. He is currently an advisor at Factory Capital LLC and previously worked at Life Line Wealth Management and New Territory Advisors. Stephens also manages special purpose investment vehicles through LifeLine Torch Management LLC. Factory Capital LLC provides discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting to institutional and other clients. The firm uses a platform-centric approach that combines third-party managers and outsourced solutions across active and passive strategies, including alternative assets and digital investments.

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.

Richard Rainey is a financial advisor with Capital Management Advisors LP in Houston, TX, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He is the founder and CEO of Capital Management Advisors GP, LLC and Capital Management Advisors LP, where he has worked since 2005. Outside of investment advisory, he is also an insurance agent specializing in life and long-term care products and operates a business consulting practice focused on reviewing business plans. Capital Management Advisors LP provides fiduciary investment consulting, portfolio design, and continuous asset management to individuals, families, trusts, retirement plans, and select pooled-vehicle investors. The firm employs a values-based, family-centered consultative process with long-term, passively oriented asset-class portfolios, supplemented by selected alternative investments and supported by macroeconomic, fundamental, and technical analysis.