Adil Mackwani is a financial advisor at M&A Wealth with nine years of industry experience. He holds Series 63 and Series 65 licenses and has been involved with firms including Guardian Life and Mackwani & Associates Wealth Management. Outside of advisory work, he is a partner in a jewelry business and a licensed real estate agent. M&A Wealth primarily serves individual and high-net-worth clients, providing financial planning and portfolio management through a combination of active and passive strategies tailored to client needs. The firm is notable for advising private pooled investment vehicles and offering integrated services including insurance, tax, and family-office coordination.

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.

Mercedes Barker is a financial advisor at Equilibria Wealth Management, LLC with 19 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked with firms including Cetera Advisor Networks and Summit Financial Group. In addition to her advisory role, Barker owns Your Divorce Financial Analyst, a business providing divorce settlement mediation services, and Equilibria Earth, which manufactures fruit compotes. Equilibria Wealth Management manages approximately $130 million for around 115 clients, offering discretionary asset management and financial planning to individuals, estates, corporations, and other entities. The firm’s investment approach includes model portfolios with diversified allocations across equities, fixed income, REITs, and commodities, employing both fundamental and technical analysis with a focus on low turnover and risk management.

William Berger is a CFA® charterholder with 18 years of experience in the financial industry. 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 various corporate and business clients, offering portfolio management, wealth management, financial planning, and consultative oversight. The firm employs a combination of fundamental analysis and Modern Portfolio Theory, utilizing individual securities, mutual funds, ETFs, options, alternative investments, and sub-advisors within a manager-of-managers and model-driven approach.

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.

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.

Nicole Gale is a financial advisor with Wealth Management Investment Advisors, LLC in Spring, TX. She holds a Series 65 designation and has one year of industry experience. Prior to her current role, she worked at Standard Of Greatness, LLC and Jackson Henry Mortgage, LLC. Outside of advising, she is the managing member of Voice Standard, LLC, a company providing voice-over services. Wealth Management Investment Advisors is a team of five advisors serving individual and high-net-worth clients, trusts, small businesses, and churches. The firm focuses on financial planning, wealth management advice, and selecting third-party money managers, typically without taking custody of client assets.

Drew Kittey is a financial advisor at Fruth Investment Management in Houston, TX, holding a Series 65 credential with six years of industry experience. Prior to joining Fruth Investment Management in 2018, he worked at Phillips 66 and ENGIE NA. Fruth Investment Management is a fee-only registered investment adviser managing approximately $404 million in assets for individuals, trusts, foundations, and corporate clients. The firm employs a tailored investment approach focusing on direct stock ownership combined with fundamental and technical analysis, maintaining low portfolio turnover and avoiding options, futures, hedge funds, or margin.

Sierra Elrod is a financial advisor at Alteris Capital Partners, LLC with five years of industry experience. She holds a Series 66 designation and has worked previously at Global Wealth Advisors and Commonwealth Financial. Prior to her advisory career, she held roles at the University of Mary Hardin-Baylor and the University of St. Thomas. Alteris Capital Partners provides discretionary investment management, financial planning, and business consulting to a range of clients including individuals, trusts, estates, and charitable organizations. The firm emphasizes customized, long-term portfolios using low-cost mutual funds and ETFs, supplemented by fundamental, technical, and cyclical analysis, and incorporates margin borrowings and derivatives within separately managed accounts.

Connor Tomlinson is a financial advisor at Guided Capital Wealth Management, LLC with seven years of industry experience. He holds a Series 65 designation and previously worked at Invesco for six years. Guided Capital Wealth Management provides discretionary portfolio management, financial planning, and pension consulting to individuals, pension and profit-sharing plans, and business entities. The firm uses risk-based models and a strategic allocation framework blending index and actively managed ETFs, individual equities, and fixed income, offering services through a wrap fee program that bundles management and administrative costs.

David Moring is a financial advisor at Huber, Cardono, Moring & Richter, L.P. with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Cambridge Investment Research, Inc. since 2007. In addition to his advisory role, he has practiced law as a solo attorney since 1978 and operates a construction labor contracting business. Huber, Cardono, Moring & Richter, L.P. provides portfolio design and investment management primarily for individual clients and related accounts, focusing on mutual funds, ETFs, stocks, and bonds. The firm uses separately managed accounts and both discretionary and non-discretionary arrangements, emphasizing a client-directed implementation process and annual account reviews.

Thomas Tucker is a financial advisor with Champion Advisors LLC in Houston, TX, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has worked at Champion Advisors LLC since 2009 and at Henry Bragg & Co. since 2025. Outside of advising, he is a licensed independent insurance agent with a focus on life insurance. 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 centered on Modern Portfolio Theory, utilizing global diversification through passively managed mutual funds, laddered bond portfolios, and investment-grade fixed income.