Daniel Mercer is a financial advisor with Woodstock Wealth Management, Inc. in Houston, TX, holding a Series 66 designation and 18 years of industry experience. He has worked at Woodstock Wealth Management since 2018 and previously held roles at Woodstock Financial Group and Raymond James Financial Services. Mercer is also the owner of Covenant Wealth Management, a DBA office of Woodstock Wealth Management that offers non-securities insurance. Woodstock Wealth Management provides financial planning, discretionary portfolio management, and access to third-party asset managers to individuals, businesses, charities, and retirement plans. The firm manages approximately $629.9 million on a discretionary basis and offers tailored investment strategies, including a performance-based fee program linked to capital appreciation relative to the SPDR S&P 500 ETF.

Sheldon Black is a CFP® professional at Franklin, Parlapiano, Turner & Welch LLC with two years of industry experience. He has held multiple roles within the firm and previously worked at Mariner. Outside of his advisory duties, he serves as treasurer for the Tanglewilde Civic Club in Houston, where he is involved in organizing activities and bookkeeping. Franklin, Parlapiano, Turner & Welch LLC advises high-net-worth individuals, trusts, and estates, providing fee-only asset management and comprehensive financial planning. The firm uses a structured client intake process and fundamental analysis to manage assets across a range of model portfolios, typically on a discretionary basis.

Inaki Suarez Salinas is a financial advisor at Monex Asset Management, Inc. with eight years of industry experience. He holds a Series 66 designation and has previously worked at JPMorgan Securities LLC and JPMorgan Chase Bank, NA. Monex Asset Management provides discretionary and non-discretionary investment advisory and consulting services to individuals, high-net-worth clients, corporations, trusts, estates, and charitable organizations. The firm employs a range of investment strategies including fundamental, technical, and charting analysis, and manages accounts both directly and through sub-advisors.

Mark Wilson is a financial advisor at Branson Fowlkes & Co Inc in Houston, TX, with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Branson Fowlkes & Co since 1999, including 14 years at Triad Advisors, Inc. Outside of his advisory role, he serves as treasurer for Boy Scouts of America, Troop 1891. Branson Fowlkes & Company provides investment advisory and financial planning services to individuals, families, trusts, estates, charitable organizations, and small- to medium-sized businesses, offering portfolio management, retirement and tax planning, and estate planning. The firm uses a strategic multi-level diversification approach called "D³ The Power of Diversification," combining asset-class allocation with diversification across investment styles and manager selections, and frequently implements client plans on a discretionary basis.

Heather Hofstetter is a ChFC® credentialed financial advisor with 16 years of industry experience. She is currently with Oak Harvest Investment Services, having joined in 2026, and previously worked at firms including Angeles Wealth Management, CETERA Advisor Networks LLC, Girard Securities, and United Capital Financial Advisers. Oak Harvest Investment Services is a team advisory firm that serves individuals, families, high-net-worth clients, and retirement plan sponsors with portfolio management, financial planning, and consulting services. The firm manages client accounts on a discretionary basis and employs a comprehensive asset-allocation process integrating financial planning and risk profiling.

Cherita Church is a CFP® professional advising with Origin Investment Advisory LLC in Houston, TX, and has five years of industry experience. She has worked at firms including Time2Plan Financial and UTIMCO, and currently provides financial planning guidance as a freelance consultant for Blend Financial, Inc. dba Origin Financial. Origin Investment Advisory offers financial planning, budgeting, and portfolio management services primarily to individual retail clients through a direct-to-consumer subscription model and employer-sponsored programs. The firm employs a Modern Portfolio Theory-based investment approach enhanced by behavioral finance adjustments and systematic, rules-based models, supported by an AI-driven advisory platform.

Michael Brinkley is a Series 65-credentialed advisor at Manske Wealth Management, LLC with four years of industry experience. Before joining Manske Wealth Management in 2022, he worked in the mortgage industry for two years at NRL Mortgage and 21st Mortgage. Manske Wealth Management serves individuals, trusts, estates, corporations, and business entities with financial planning, consulting, and discretionary portfolio management. The firm manages approximately $707 million for about 480 clients through a team of ten advisors, using a multi-method investment approach tailored to client-specific goals and risk tolerances.

Colton Owen is a CFP® and Series 65 licensed advisor at Financial Synergies with three years of industry experience. His background includes roles at Financial Synergies Wealth Advisors and Texas A&M, as well as involvement with Faithbridge Church and Sky Ranch Summer Camps. Financial Synergies serves individuals, retirement plans, trusts, estates, charitable organizations, and businesses, offering both discretionary and non-discretionary investment management alongside written financial planning. The firm employs a diversified asset-allocation strategy that incorporates mutual funds, ETFs, individual securities, and digital assets, and is noted for its performance-based fee arrangements and policies managing side-by-side conflicts.

Craig Severin is a CFP® with 36 years of industry experience, currently serving as a financial advisor at RIA Advisors since 2018. He previously worked at LPL Financial, LLC from 2016 to 2018. Severin is also a licensed insurance agent with RIA Insurance Agency LLC. RIA Advisors provides fee-based investment management and financial planning to individuals, including high-net-worth clients, as well as institutional retirement plans. The firm employs a mix of fundamental and technical analysis within a Modern Portfolio Theory framework and offers fiduciary consulting and participant education services for ERISA-qualified plan sponsors.

Lance Roberts is a financial advisor at SimpleVisor with 23 years of industry experience. He holds Series 63 and Series 65 designations and has worked with multiple RIAs, including RIA Global Research, LLC, where he currently provides financial advice. SimpleVisor is an SEC-registered online automated investment adviser offering a digital platform of model portfolios to retail and high-net-worth clients. The firm uses a risk-tolerance questionnaire to match clients with portfolios composed of ETFs, individual stocks, and bonds, employing fundamental, technical, cyclical, and charting analysis in its investment approach.

Charles Scavone is a CFA® charterholder with 11 years of experience in the financial industry. He is currently with Oak Harvest Investment Services and Oak Harvest Financial Group, where he has worked since 2023. His prior experience includes roles at PricewaterhouseCoopers, Patriot Wealth Management, and several alternative asset managers. Oak Harvest Investment Services is a team advisory firm serving individuals, families, high-net-worth clients, and retirement plan sponsors. The firm provides portfolio management, financial planning, and consulting, integrating fundamental and technical analysis with client education through seminars and community-college courses.

Robert Rizarri is a financial advisor at Heritage Wealth Management in Houston, TX, holding a Series 65 designation with 15 years of industry experience. He previously worked with SMS Capital Management Inc. for nine years and The Shobe Financial Group for one year before joining Heritage Wealth Management in 2019. Heritage Wealth Management provides financial planning, estate-planning facilitation through a third-party platform, and investment advisory services including portfolio management and a sponsored wrap fee program. The firm serves individuals, high-net-worth clients, and trusts, typically requiring a minimum aggregate family investment of $1,000,000 to begin advisory relationships.

Rex Whiteside is a financial advisor at The Clarus Group with 35 years of industry experience. He holds a Series 63 designation and has worked at Raymond James Financial and Kingswood Capital Partners prior to his current role. He is also the owner of The Clarus Insurance Group, an insurance firm. The Clarus Group provides wealth management and discretionary investment management to individuals, trusts, estates, businesses, and retirement plans, utilizing customized investment models focused on objectives like capital preservation, income generation, and tax minimization. The firm offers both portfolio management and standalone financial planning services, combining internal discretion with outsourced portfolio analysis.

William Goodson is a CFP®-certified financial advisor with 14 years of industry experience. He has been with Financial Synergies Wealth Advisors, Inc. in Houston, TX, since 2015. Outside of his advisory role, he serves as the managing member of an eCommerce business operating an Amazon storefront. Financial Synergies serves individuals—including high-net-worth clients—as well as retirement plans, trusts, estates, charitable organizations, and businesses. The firm uses a diversified asset-allocation approach with no-load mutual funds, ETFs, and other securities, offering both discretionary and non-discretionary investment management along with written financial planning and account aggregation services.

Zachery Roth is a financial advisor at Catalyst Wealth Management LLC with three years of industry experience. He holds a Series 66 designation and has previously worked at GWN Securities Inc. and Ficare FCU. Roth is also a licensed insurance agent and registered representative, offering insurance products and advice as part of his professional activities. Catalyst Wealth Management LLC provides ongoing portfolio management and advisory services primarily to individual and high-net-worth clients, including retirement plan participants. The firm employs a long-term trading orientation with fundamental and technical analysis, managing accounts on a non-discretionary basis through various Turnkey Asset Management Programs.

Taylor Rhyne is a Series 65-licensed advisor at JCP Investment Management, LLC with two years of industry experience. Prior to joining JCP in 2024, he worked at EY International Services LLC and Ernst & Young US LLP. He also held roles at Hispania and Amerisave Mortgage Corporation. JCP Investment Management provides discretionary investment management services to high-net-worth clients through pooled investment vehicles, sub-advised funds, and separately managed accounts. The firm employs a combination of fundamental and cyclical analysis along with active trading strategies tailored to each client’s investment agreements.

Robert Dwyer is a CFP® with 19 years of industry experience, currently serving at Heritage Wealth Management since 2023. Prior to this, he worked at Waterway Wealth Management, L.L.C. for 11 years, as well as Chase Investment Services Corp. and Wells Fargo Investments. Heritage Wealth Management offers financial planning, estate-planning facilitation through a third-party platform, and investment advisory services for individuals, high-net-worth clients, and trusts. The firm constructs diversified portfolios using mutual funds, ETFs, and separately managed accounts with a focus on tax efficiency, and it sponsors a wrap fee program.

Don Childress is a CFA® charterholder with 27 years of industry experience, currently serving at Childress Capital Advisors, LLC since 2020. His prior experience includes roles at Stifel, Nicolaus & Company, Incorporated and Barclays Capital Inc. He serves on the board of the Camp Ozark Foundation, which provides a Christ-centered camp experience and mentoring for children and youth. Childress Capital Advisors is an SEC-registered firm managing approximately $826 million across about 327 client accounts with a five-advisor team. The firm offers discretionary investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, and institutions, employing a combination of fundamental, technical, and relative-strength analysis along with both active and passive strategies.

Zachary Robinson is a financial advisor with Financial Synergies in Houston, TX, holding Series 63 and Series 65 credentials and bringing 11 years of industry experience. His prior work history includes roles at Charles Schwab & Co., Capital One Investing, and Wells Fargo Bank. Financial Synergies serves individuals, retirement plans, trusts, estates, charitable organizations, and businesses with investment management and financial planning services. The firm uses a diversified asset-allocation approach featuring no-load mutual funds, ETFs, and other securities, and is noted for offering performance-based fee arrangements and documented conflict management policies.

Jonathan Crantz is a financial advisor at Precedent Wealth Partners, LLC in Houston, TX, with one year of industry experience. He is the owner of Jon Crantz Coaching, an executive coaching and counseling business, and has been involved with First Presbyterian Church Houston for over two decades. Precedent Wealth Partners provides portfolio management, financial and wealth planning, and retirement plan consulting to individuals, high-net-worth clients, trusts, and employer-sponsored plans. The firm employs a combination of active and passive investment strategies overseen by an Investment Policy Committee and offers client education and retirement plan participant workshops.