Connor Tomlinson is a Series 65-licensed financial advisor with seven years of industry experience. He has worked at Guided Capital Wealth Management, LLC since 2024 and previously spent six years at Invesco. Guided Capital Wealth Management provides advisory services to individuals, pension and profit-sharing plans, and business entities, offering portfolio management, financial planning, pension consulting, and participant account management. The firm manages discretionary accounts using risk-tolerance models and a combination of index and actively managed ETFs, individual stocks, and specialty instruments.

Harris Hanson is a CFP® professional with 19 years of experience in the financial services industry. He is currently with Texas Family Wealth, LLC and previously worked at Raymond James Financial Services Advisors Inc. for over a decade. Hanson serves as a board member and finance committee member for the Friendswood Education Foundation, a nonprofit organization. Texas Family Wealth, LLC provides customized wealth management and financial planning services to individuals, families, trusts, estates, small businesses, and retirement plans. The firm employs a fiduciary, long-term focused investment approach that combines fundamental and technical analysis, offering discretionary portfolio management and a distinctive wrap fee program that includes bundled transaction 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 with 22 years of industry experience. He has worked at firms including Capital Management Advisors LP and American General Securities Incorporated, and served as an independent insurance agent selling life insurance on a commission basis. Since 2025, he has also been affiliated with Henry Bragg & Co. as a promoter. Champion Advisors LLC provides discretionary investment management and tailored advisory services primarily to individuals, high-net-worth clients, trusts, estates, and foundations. The firm employs a long-term, buy-and-hold strategy based on Modern Portfolio Theory, focusing on strategic asset allocation and global diversification using passively managed mutual funds and fixed income, with additional options including REITs, commodities, alternative investments, and insurance products.

Colin Norman is a financial advisor at RNS Wealth Management, LLC with 10 years of industry experience. He holds a Series 66 designation and also works as an associate attorney at Kean Miller LLP. In addition to his advisory role, Norman is involved in insurance sales through Guardian Wealth Design Group. RNS Wealth Management provides discretionary portfolio management and financial planning primarily for individual clients, often acting as a co-advisor with third-party managers. The firm uses an American Funds mutual-fund platform and offers tailored financial planning with regular account reviews.

Donald Capone III is a CFA® charterholder and holds a Series 63 license with 10 years of industry experience. He has been with J.K. Financial, Inc. since 2005, a firm based in Houston, TX. J.K. Financial, Inc. provides wealth management, discretionary investment management, and financial planning to individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations. The firm utilizes both fundamental and technical analysis and incorporates options contracts within client portfolios, offering tailored investment strategies aligned with each client’s goals and risk tolerance.

Ryan Tong is a financial advisor at Ebquant, LLC with four years of industry experience. He holds a Series 65 designation and concurrently serves as Senior Data Scientist for Wal-Mart and CIO/CTO of Bitquant Capital, where he focuses on pooling investment capital for the laundromat business. Tong is also the founder of Tong Management Group, a bookkeeping and tax consulting firm, and provides investment consulting through Clarity.fm. Ebquant, LLC offers ongoing portfolio management and financial planning services to institutional clients, high-net-worth individuals, and non–high-net-worth individuals. The firm develops Investment Policy Statements tailored to clients’ objectives and employs a combination of fundamental, technical, and cyclical analysis across strategic and tactical time frames.

Richard Figueroa is a financial advisor at Patron Partners, LLC with 28 years of industry experience. He previously worked at UBS Financial Services Inc for 11 years before joining Patron Partners in 2020. Figueroa serves on the investment committee of Memorial Hermann Healthcare System and is chairman of the Texas Department of Licensing and Regulation commission. He is also a board member of the National Rifle Association. Patron Partners provides investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, retirement plans, and institutional investors. The firm employs a diversified investment approach combining active and passive strategies with continuous portfolio monitoring.

John Blair is a financial advisor with Sovereign Wealth Advisors LLC in Houston, TX, holding Series 63 and Series 65 licenses and nine years of industry experience. His prior roles include work at LPL Financial LLC and Allstate Financial Services LLC, as well as operating John A. Blair CPA, a tax preparation and accounting practice. Sovereign Wealth Advisors LLC provides investment advisory and financial planning services to individuals, trusts, retirement plans, and other entities. The firm manages diversified portfolios using a combination of analytical methods and offers services including comprehensive portfolio management, written financial plans, consulting, and access to platform-based investment programs.

Edward Tredennick is a financial advisor at Doliver Advisors, L.P. in Houston, TX, with 17 years of industry experience. He holds a Series 65 designation and has been with Doliver Capital Advisors since 2009. Outside of his advisory role, he is also an attorney with Daniels and Tredennick, LLC. Doliver Advisors serves individual and high-net-worth clients, trusts, foundations, and pooled investment vehicles, providing wealth management, customized portfolio management, and a quantitative closed-end fund strategy. The firm acts as adviser and sponsor for multiple private funds and special purpose vehicles, utilizing a combination of quantitative models and tailored wealth management approaches.

Grant Ball is a Series 65-licensed advisor with Financial Synergies in Houston, TX, where he has worked since 2020. He has four years of industry experience and previously participated in the University of Houston’s Cougar Investment Fund and Bauer School of Business. Financial Synergies serves a diverse client base including individuals, retirement plans, trusts, estates, charitable organizations, and corporate clients, offering investment management, financial planning, and advisory services. The firm employs diversified, allocation-driven portfolios and utilizes third-party platforms and sub-advisors to customize client solutions.

Daniel Schmieder is a CFP® with 44 years of industry experience, currently serving as an investment advisor representative at Icon Wealth Partners and a registered representative with Purshe Kaplan Sterling Investments. His prior roles include positions at Morgan Stanley Smith Barney, Morgan Stanley Private Bank, and Oppenheimer & Co. He is also the owner of Romance Ranch LLC, a cattle and hay sales business with oil and gas leasing operations. Icon Wealth Advisors is a multi-advisor wealth management firm that manages approximately $2.25 billion for individuals, high-net-worth clients, trusts, estates, charitable organizations, and ERISA plans. The firm employs a long-term, model-driven investment approach focused on low-cost ETFs supplemented by mutual funds, individual securities, and internally managed fixed-income strategies.

Hamendra Ojha is a financial advisor at Callahan Advisors, LLC in Houston, TX, holding a Series 65 credential with 15 years of industry experience. He has been with Callahan Advisors since 2010. Callahan Advisors, LLC provides discretionary investment management primarily to individuals, including high-net-worth clients, as well as charitable organizations, foundations, trusts, estates, and retirement accounts. The firm’s investment approach focuses on US-listed equities complemented by fixed income and ETFs, with portfolio decisions based on client risk tolerance and long-term objectives.

Raymundo Cobo Avila is a CFA® charterholder with 14 years of industry experience, currently affiliated with GBM Wealth Management, Inc. in Houston, TX. His professional background includes multiple roles within GBM Wealth Management and related entities since 2012. GBM Wealth Management provides investment advisory and portfolio management services to individuals, high-net-worth clients, trusts, corporations, investment companies, and select institutional clients. The firm offers customized portfolios using fundamental analysis and a diverse range of strategies, operating both discretionary and non-discretionary accounts with a significant non-U.S. client presence.

Matthew Price is a CFP® with 14 years of industry experience and is currently with Clear Trail Advisors, LLC. His prior experience includes roles at Steward Partners Investment Solutions, Steward Partners Investment Advisory, Steward Partners Global Advisory, Raymond James Financial Services, and RBC Capital Markets. Clear Trail Advisors provides investment advisory and planning services to individuals, trusts, retirement plans, and business entities. The firm employs a comprehensive investment process combining fundamental, technical, and sector analysis with multi-asset allocation techniques and alternative investments, managing approximately $797 million in discretionary client assets.

Lantz Bowman is a CFP® professional with 17 years of industry experience. He has worked at Precedent Wealth Partners, LLC since 2026, following prior roles at Advisors Capital Management, LLC, Linscomb & Williams Inc., and Ronald Blue & Company. 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 an Investment Policy Committee that integrates active and passive management with multiple analysis methods, and offers ESG screening upon client request.

Christopher Manske is a CFP® with 24 years of industry experience and serves as owner and president of Manske Wealth Management, LLC in Houston, TX. He has been with Manske Wealth Management since its founding in 2012 and also maintains a role with Purshe Kaplan Sterling Investments. Manske is the author of the manuscript "Wartime Investing," which explores investment strategies during periods of conflict. Manske Wealth Management provides financial planning, consulting, and discretionary investment management to individuals, trusts, estates, corporations, and business entities. The firm oversees approximately $608 million in client assets across a seven-advisor team and employs a goal-based approach that integrates fundamental, technical, and cyclical analysis to tailor asset allocations.

David Andrew is a financial advisor at Autumn Lane Advisors, LLC in Houston, TX, holding Series 63 and Series 66 licenses with 15 years of industry experience. He has been with Autumn Lane Advisors since 2014. Outside of his advisory role, Mr. Andrew is a limited partner and minority owner of the general partner in a real estate investment limited liability corporation, though he does not receive revenue from this ownership. Autumn Lane Advisors serves high-net-worth individuals and family offices, providing discretionary wealth management, non-discretionary investment consulting, and advisory services to private investment funds. The firm uses a family-office style approach with customized asset allocations and manages over $1 billion for a small client base, including operating multiple private pooled investment vehicles.

Jared Griffith is a financial advisor at Endeavor Private Wealth, Inc. in Houston, TX, holding a Series 65 designation with 15 years of industry experience. He worked at Scout Investments for 14 years before joining Endeavor Private Wealth, where he has been since 2024. Endeavor Private Wealth serves individuals, high-net-worth clients, trusts, businesses, and retirement plan sponsors, managing approximately $595 million. The firm employs a risk-adjusted, tax-aware investment approach through a combination of active and passive strategies, in-house management, independent managers, and specialist sub-advisors.

Sarah Buenger is a CFP® professional with 20 years of experience in financial planning and advisory services. She currently works at RIA Advisors and has held previous roles at Traditions Wealth Advisors, MitchellClark & Company, and other firms. She has lectured on financial planning at Texas A&M University for over 10 years. RIA Advisors provides fee-based investment management and financial planning to individuals, including high-net-worth clients, and institutional retirement plans. The firm employs a blend of fundamental and technical analysis within a Modern Portfolio Theory framework and offers a range of plan-level services for ERISA-qualified plan sponsors.