Patrick Wehrly is a financial advisor with SageGuard Financial Group, LLC in Spring, TX, holding a Series 65 designation and over 15 years of industry experience. He has worked at SageGuard since 2014 and previously at Alphastar Capital Management LLC. Outside of advisory services, he owns a charter yacht business and operates a self-storage business. SageGuard Financial Group provides investment supervisory services, financial planning, and subadviser services to individuals, high-net-worth clients, pension and profit-sharing plans, and businesses. The firm uses a blend of strategic and tactical asset allocation across various model portfolios and offers both discretionary and non-discretionary management, in addition to conducting public educational workshops.

Elijah Lopez is a financial advisor at Manske Wealth Management, LLC in Houston, TX, holding a Series 65 designation with eight years of industry experience. He has been with Manske Wealth Management since 2015. Manske Wealth Management provides financial planning, consulting, and discretionary investment management to individuals, trusts, estates, corporations, and business entities. The firm manages approximately $608 million in client assets across a seven-advisor team and employs a goal-based investment approach, incorporating fundamental, technical, and cyclical analysis in constructing tailored portfolios.

Thomas Staerker is a financial advisor at Saxon Financial Group with eight years of industry experience. He holds a Series 66 designation and previously worked at Raymond James Financial Services and Atlantes Goeconsulting LLC. Outside of his advisory role, he is the managing partner of Staerker Brothers LLC and has a referral arrangement with a local CPA firm. Saxon Financial Group manages approximately $616 million in client assets through a team of 12 advisors, serving individuals, trusts, estates, businesses, and retirement plans. The firm offers investment management, financial planning, and retirement-plan advisory services with a portfolio approach that includes mutual funds, ETFs, individual stocks, options, fixed income, alternative investments, and independent managers.

William Kopp is a financial advisor with Freedom Day Solutions, LLC in Houston, TX, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior roles include positions at Truist Advisory Services, Truist Investment Services, BB&T Securities, and UBS Financial Services. Freedom Day Solutions provides investment management primarily to individual clients, including high-net-worth households, and offers retirement plan consulting, sub-advisory services, and estate-planning support. The firm employs a mix of fundamental and technical analysis to manage portfolios that include ETFs, individual equities, fixed income, and, for eligible clients, digital assets.

Gary Alden is a financial advisor with Kingwood Investment Group, holding Series 63 and Series 65 designations and bringing 32 years of industry experience. His prior roles include positions at NEXT Financial Group, LPL Financial, and UBS Financial Services. Kingwood Investment Group provides discretionary investment management and financial planning services to individuals and high-net-worth clients, employing varied strategies including asset allocation, dollar-cost averaging, and technical analysis. The firm operates as an SEC-registered investment adviser and may utilize third-party sub-advisors and platforms to manage and rebalance client portfolios.

Christopher Mcmillin is a CFA® charterholder and holds a Series 65 license with 22 years of industry experience. He has been with Scott & Selber, Inc. Capital Management since 2009, currently serving as part of a two-advisor team based in Houston, TX. Scott & Selber, Inc. Capital Management provides discretionary portfolio management to individuals, high-net-worth clients, corporate pension and profit-sharing plans, charitable institutions, foundations, and endowments. The firm focuses on fundamental research and an internal buy-and-sell model for investment decisions, managing approximately $569 million predominantly on a discretionary basis.

Travis Verdin is a financial advisor with Sage Capital Advisors, LLC, holding a Series 65 credential and 11 years of industry experience. He has been with Sage Capital Advisors since 2015 and also owns T1 Computer Services, a non-investment related business providing IT monitoring and maintenance. Sage Capital Advisors serves pension and profit-sharing plans, plan sponsors, participants, individuals, families, and certain nonprofit clients. The firm employs a custom, value-oriented investment approach that integrates fundamental and technical analysis to create tailored portfolios using various asset types and strategies.

Bretton Williams is a CFP® professional with 26 years of industry experience, currently serving as an advisor at Saxon Financial Group. His prior experience includes 12 years at Raymond James Financial and Raymond James Financial Services, Inc. He also serves as Secretary and Treasurer of the Villas of Hempstead Homeowners Association in Houston, TX. Saxon Financial Group serves individual and high-net-worth clients, trusts, estates, businesses, and retirement plans by providing investment management, financial planning, and retirement-plan advisory services. The firm constructs model-based and customized portfolios with a long-term focus, using a range of investment vehicles including mutual funds, ETFs, equities, options, fixed income, and alternatives.

Jason Burdine is a financial advisor at Post Oak Private Wealth Advisors in Houston, Texas, with 21 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at firms including Investment Professionals, Inc., LPL Financial LLC, and Incomar Investments, LLC. Outside of his advisory role, he advises on school curriculum through a separate educational business. Post Oak Private Wealth Advisors serves individuals, institutions, and various plan types with portfolio management, financial planning, and educational seminars. The firm manages approximately $282 million in discretionary assets, employing a value- and risk-focused investment philosophy that incorporates a mix of equities, fixed income, mutual funds, ETFs, options, and proprietary manager research.

Diana Blair is a financial advisor at Sage Capital Advisors, LLC with 22 years of industry experience. She holds a Series 66 designation and has been with Sage Capital Advisors since 2005. Sage Capital Advisors serves pension and profit-sharing plans, plan sponsors and participants, individuals, families, and certain nonprofit clients. The firm offers discretionary investment management, retirement-plan consulting, participant education, and financial planning through a value-oriented investment process that incorporates fundamental and technical analysis and utilizes individual equities, ETFs, fixed income, tactical strategies, and outside managers.

Lauren Hall is a financial advisor with Pin Oak Investment Advisors Inc in Houston, TX, holding a Series 65 credential and one year of industry experience. Prior to joining Pin Oak, she worked at Brown Advisory and Nuance Investments, LLC, and has experience at the University of Texas at Austin and Houston Trust Company. Pin Oak Investment Advisors is an independent firm managing approximately $785 million for around 300 clients. The firm serves individuals, family offices, trusts, estates, charitable organizations, business entities, and pooled funds, focusing on discretionary portfolio management, financial planning, consulting, and family office services with an investment approach that combines fundamental and cyclical analysis alongside alternative and private investments.

Hoang Khoi Ly is a financial advisor at Manske Wealth Management, LLC with five years of industry experience. He holds Series 65 and Series 63 licenses. Prior to joining Manske Wealth Management in 2025, he worked at firms including Nordstrom, Nava Real Estate, and Invesco. Manske Wealth Management provides financial planning, consulting, and discretionary wealth and portfolio management to individuals, trusts, estates, corporations, and business entities. The firm manages approximately $707 million for around 480 clients, using tailored portfolios that incorporate mutual funds, ETFs, individual securities, and alternative allocations, with investment success measured against client-specific objectives.

John Cook is a financial advisor with Managed Financial Services Corp Inc in Houston, TX, holding Series 63 and Series 65 credentials and 26 years of industry experience. He has been with Managed Financial Services, Inc. since 1997. Managed Financial Services Corporation, Inc. provides discretionary and non-discretionary portfolio management to individuals, employer-sponsored retirement plans, and institutional clients. The firm specializes in mutual funds and annuity products, applying a committee-driven investment process that includes proprietary tools and formal monitoring to tailor portfolios to client objectives and risk tolerance.

Nicholas Drew is a financial advisor at Modern Capital Advisors, LLC with 28 years of industry experience. He holds a Series 63 designation and has worked at Modern Capital Advisors since 2012. Outside of his advisory role, he is co-owner of Retro DJ To Go, LLC, a disc jockey service, and serves as Attorney-In-Fact for the Lakes At Cypress Hill Home Owners Association, handling accounting duties. Modern Capital Advisors provides financial planning, portfolio and wealth management, and retirement-plan consulting to individuals, pension plans, charitable organizations, and corporations. The firm employs a core-and-satellite investment approach with diversified portfolios and offers Strategic Portfolio Management strategies through various custodial platforms.

Ryan Scharar is a Series 65-licensed advisor at FCA Corp with four years of industry experience. He has been with FCA Corp since 2021 and previously worked at Frazer Antalffy Integrated Consulting, LLC. In addition to his financial advisory role, Scharar serves as president of Scharar Law Firm, PC, a legal practice he has operated since 2014. FCA Corp offers portfolio management, financial planning, and consulting services to individuals, managed entities, and open-end investment companies. The firm manages separately managed accounts and serves as investment adviser to the Commonwealth International Series Trust, using a process that includes fundamental analysis and macroeconomic factors to create customized portfolios.

Lyndin Simpson is a financial advisor at Stenger Family Office, LLC in Spring, TX, holding Series 65 and Series 63 licenses with two years of industry experience. Prior to joining Stenger Family Office, Simpson worked at Hines Private Wealth Solutions LLC and Hines Securities Inc. Stenger Family Office serves a diverse range of clients including individuals, trusts, estates, and charitable organizations, managing approximately $735 million. The firm offers tailored financial planning, portfolio management, and family office services, with a distinct subscription content service and a coordinated approach to tax, estate, and pension consulting.

Sam Ling is a financial advisor at Skybound Wealth USA with five years of industry experience. He holds a Series 65 designation and has previously worked at Beacon Global Advisor Network and MMPI Financial Services. Skybound Wealth USA serves individuals, families, and internationally mobile clients, offering investment management, financial planning, and cross-border pension advice, including UK pension transfers. The firm employs a centralized investment governance framework and manages most client assets on a non-discretionary basis, with operational features that include educational sessions on UK pensions and estate planning coordination using third-party platforms.

Michael Wachsler is a financial advisor at Vertrix Wealth Management, LLC in Houston, TX, holding a Series 66 designation with 28 years of industry experience. His prior roles include positions at Greystone Financial Group, Polaris Greystone Financial Group, Scottrade, RJ Capital, Mercer Global Advisors, and Century Management Financial Advisors. Vertrix Wealth Management serves individuals, trusts, estates, small businesses, and employer-sponsored retirement plans, providing comprehensive portfolio management and retirement plan consulting. The firm employs a tactical, risk-management oriented investment approach that integrates fundamental and technical analysis, macroeconomic and market-sentiment indicators, and dynamic asset allocation.

Richard Wiesner is a financial advisor at Haven Wealth Group in Cypress, TX, holding a Series 65 designation with 12 years of industry experience. He previously retired from 2009 to 2018 before joining his current firm. Haven Wealth Group provides discretionary investment management and comprehensive financial planning for individuals, foundations, pension and 401(k) plans, and corporations. The firm emphasizes direct selection of individual stocks and bonds, tailoring asset allocations to clients’ risk tolerance, cash-flow needs, and values.

Jared Virgadamo is a financial advisor at Granite Harbor Advisors, Inc. in Houston, TX, holding Series 63 and Series 65 licenses with two years of industry experience. His prior roles include positions at J.P. Morgan Securities, JPMorgan Chase Bank, and Manske Wealth Management, as well as service in the United States Marine Corps. Granite Harbor Advisors serves individual, high-net-worth, and institutional clients, providing asset management, financial planning, and retirement plan consulting. The firm is notable for sponsoring and advising multiple private funds and employs a diversified investment approach that includes public and private securities, alternatives, and structured investments.