Shelley Hawkins is a CFP® with 26 years of industry experience and has been the sole advisor at Four Seasons Investment Management, Inc. since 1998. She also serves as vice president of Equitable Solutions, Inc., a firm providing hourly divorce planning services. Four Seasons Investment Management offers discretionary investment management through an all-inclusive wrap fee program, managing approximately $26.7 million for about 36 clients as of December 2025. The firm employs an actively managed, diversified approach across multiple asset classes and conducts quarterly reviews to adjust portfolios within client-defined objectives and risk profiles.

Christopher Cook is a financial advisor at Bayou Bridge Capital Advisors, LLC in Houston, TX, holding a Series 65 designation with three years of industry experience. He has been with Bayou Bridge Capital Advisors since 2022 and has been involved with Bayou Bridge Capital LLC since 2016. Bayou Bridge Capital Advisors, LLC is an independent registered investment adviser providing discretionary portfolio management to individuals, high-net-worth clients, charitable organizations, and corporate entities. The firm employs a variety of analytical approaches and trading strategies across a broad range of investment types while managing accounts for both individual and institutional clients.

Julius Mathias Jr. is the sole advisor at Simba Investment Advisors in Houston, TX, holding a Series 65 license with 12 years of industry experience. He has operated Simba Investment Advisors since 2013 and has worked at Met Life and USA Asset Group since 2009 and 2007, respectively. Simba Investment Advisors provides portfolio management to institutional investors, high-net-worth individuals, small businesses, foundations, and pension plans, offering customized, buy-and-hold investment strategies based on fundamental and technical analysis. The firm also offers pension consulting and basic financial planning, delivering services on a non-discretionary basis with annual account reviews and tax-related reporting.

John Capistran is the principal advisor at Caplo Advisory LLC in Houston, TX, holding Series 63 and Series 65 licenses with 17 years of industry experience. He previously worked at AIG Retirement Advisors for 13 years before founding his independent firm in 2020. Caplo Advisory LLC provides asset management and financial planning services to individuals, corporations, and other entities. The firm utilizes both fundamental and technical analysis with tailored investment strategies, offering discretionary management and a broad range of planning and consulting services, including corporate portfolio management and business financial planning.

Fahd Lakhani is the sole advisor at Quantact Capital Advisors LLC in Sugar Land, TX, holding Series 63 and Series 66 credentials with 13 years of industry experience. He has been with Quantact Capital Advisors since its founding in 2013. Quantact Capital Advisors LLC provides discretionary portfolio management and financial planning services primarily to individual and high-net-worth clients. The firm employs a value-oriented, risk-conscious investment approach with an emphasis on loss avoidance, using tactical asset allocation and technical analysis across various marketable securities.

Marvin Norman is a financial advisor with Othniel Financial Advisory Services, LLC in Houston, TX, holding a Series 66 designation and 13 years of industry experience. He has been affiliated with firms under the Othniel name since 2013 and is also a licensed insurance agent who provides business consulting services. Othniel Financial Advisory Services, LLC offers portfolio management, pension consulting, third-party adviser selection, and financial planning to institutional and private clients. The firm uses customized Investment Policy Statements and a variety of analytical methods to tailor portfolios across a broad range of investment instruments and may refer client assets to third-party managers.

Daniel Kibert is a financial advisor with TK^2 Advisers in Houston, TX, holding Series 63, 65, and 66 licenses and 12 years of industry experience. He has been with TK^2 Advisers since 2013. In addition to his advisory role, he sells life insurance products on a commission basis. TK^2 Advisers provides portfolio management, pension consulting, and financial planning services to individuals, high-net-worth clients, and pension plans. The firm emphasizes tailored investment strategies based on fundamental, cyclical, and quantitative analysis, and incorporates modern portfolio theory.

Salim Nathani is a CFP®-designated financial advisor at Benzer Capital with 25 years of industry experience. He is also president of The Little Village School, an early childhood education organization. Nathani serves on several boards, including Bright Offerings, a nonprofit supporting early childhood education, and participates in advisory roles for startup and e-commerce ventures. Benzer Capital provides portfolio management, financial planning, and advisory consulting primarily to individual and high-net-worth clients, along with pension consulting for employee benefit plans. The firm employs a tailored investment approach that includes model portfolios, fundamental analysis, trading strategies, and private pooled investment vehicles.

Sandhya Gopal is a financial advisor at SpendItRight LLC in Houston, TX, holding a Series 65 designation with experience beginning in 2024. Her prior work includes roles at Integrated Financial Concepts and Schlumberger. Outside of advisory work, she manages two operating companies for rental properties. SpendItRight LLC provides fee-only financial advisory and investment management services primarily to individuals and families, focusing on women during major financial transitions. The firm employs scenario modeling and a combination of fundamental, technical, and portfolio construction techniques to tailor recommendations, offering services on an hourly or project basis with specialized financial analyses related to divorce and real estate.

Christopher Craft is a financial advisor at Public Safety Financial Group, LLC in Houston, TX, with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at LPL Financial LLC and Cambridge Investment Research Advisors, INC. Additionally, he is an independent insurance agent servicing life insurance products. Public Safety Financial Group provides discretionary and non-discretionary portfolio management for individual clients and consulting services to pension and employee benefit plans. The firm uses a long-term trading approach combining fundamental, technical, quantitative analysis, and modern portfolio theory, focusing on mutual funds, fixed-income securities, equities, ETFs, and insurance products.

Jeanie Fielder Eymontt is a financial advisor with Absolute Alpha Corp in Houston, TX, holding Series 63 and Series 65 licenses and 39 years of industry experience. She has worked at Absolute Alpha Corp since 2016 and previously at American Portfolios Financial Services, Inc for five years. Absolute Alpha Corp is a single-advisor registered investment adviser serving a small group of clients, including high-net-worth individuals, trusts, charitable organizations, and small businesses. The firm offers asset management and portfolio advisory services through a wrap-fee program using a bottom-up investment approach with both quantitative and qualitative analysis, primarily managing accounts on a non-discretionary basis.

Carolyn Potter is a CFP® professional with 10 years of experience, operating Potter Advisors LLC since 2014. She also manages The Carrie Potter Group LLC, which provides business management and consulting services. In addition to her advisory work, Ms. Potter is a lecturer in the Department of Sport Management at Rice University. Potter Advisors LLC serves individuals, high-net-worth clients, and small businesses with portfolio management and financial planning services. The firm employs quantitative analysis and modern portfolio theory, offering both discretionary and non-discretionary management tailored through client interviews and ongoing monitoring.

Michelle Gessner is a CFP®-certified financial advisor with 12 years of industry experience, currently leading Gessner Wealth Strategies LLC in Houston, TX. She previously worked at Parkwoods Wealth Partners, LLC and has been with her own firm since 2015. In addition to her advisory role, she is a licensed insurance agent. Gessner Wealth Strategies is an independent investment adviser that offers comprehensive financial planning, discretionary portfolio management, and consulting services to individual and business clients. The firm emphasizes developing tailored Investment Policy Statements and implements asset-allocation strategies through sub-advisors and model portfolios, incorporating ongoing monitoring and periodic reviews.

Michael Reichek is a CFP®-designated financial advisor with 15 years of industry experience. He has operated Reichek Financial Services since 1991 and has longstanding affiliations with Ameritas Life Insurance and related companies since 2004. He serves as treasurer for two homeowners associations and holds voluntary roles on the investment committees and board of the National Exchange Club and its foundation. Reichek Financial Services offers investment advice, financial planning, and insurance services to individuals, corporations, and retirement plans. The firm emphasizes long-term fundamental analysis with a preference for low-cost mutual funds and ETFs, operates primarily on a non-discretionary basis, and combines investment management with an active insurance brokerage role.

Laurie Mcray is the sole advisor at Aquinas Advisors, LLC in Houston, TX, holding a Series 63 designation with 26 years of industry experience. She founded Mcray Money Management, LLC in 1999 and transitioned to Aquinas Advisors in 2014, managing her practice independently since then. Aquinas Advisors serves families, individual clients, pension and profit-sharing plans, estates, and other institutional accounts with discretionary portfolio management, comprehensive financial planning, and specialized consulting services including estate and trust administration and litigation support. The firm employs a global, macro, top-down investment approach using a diverse range of instruments and manages accounts on a discretionary basis with client-specific restrictions.

Mary Perdue is a CFP® professional with two years of experience, currently serving as the sole advisor at Look Both Ways Financial, LLC in Houston, TX. Her prior work includes six years at Eventellect LLC and eight years at Briggs & Veselka Co. Look Both Ways Financial provides comprehensive and limited financial planning services to individuals and high-net-worth clients, focusing on areas such as retirement income, tax planning, estate planning, education planning, insurance review, and investment analysis. The firm emphasizes modern portfolio theory and passive investment strategies, offers educational seminars, and charges hourly fees for limited advice rather than percentage-of-assets fees.

Clark Forward is a financial advisor with Forward Financial LLC in Houston, TX, holding Series 63 and Series 65 credentials and 22 years of industry experience. He has worked with Guardian Life Insurance Company from 2005 to 2021 and has operated as a sole proprietor since 2010. Outside of advising, he maintains a fixed insurance sales practice and is a landlord. Forward Financial LLC provides discretionary investment management, financial planning, and pension consulting services to individuals, high-net-worth clients, corporations, and retirement plan sponsors. The firm integrates asset allocation, modern portfolio theory, and both quantitative and fundamental analysis, and it is notable for its pension consulting expertise and ability to serve as a discretionary 3(38) manager for retirement plans.

Steven Newmyer is the principal and sole advisor at Newmyer Wealth Management in Houston, TX, with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has been involved with Victorian Finance, LLC since 2014, where he spends part of his time providing residential mortgage loans. Newmyer Wealth Management serves individuals, high-net-worth clients, and institutional entities such as trusts and corporations. The firm employs an active investment approach combining charting, fundamental and technical analysis, and cyclical trend analysis, alongside offering financial planning and non-securities advisory services.

Willie Miles is a CFP® professional with 27 years of industry experience, currently serving as the principal advisor at Miles Wealth Management, L.L.C. in Houston, TX. He previously worked at Purshe Kaplan Sterling Investments from 2013 to 2017. Miles serves on the board of the Walipp Preparatory Academy School, a charter school and senior living facility in Houston. Miles Wealth Management offers discretionary portfolio management, written financial planning, and general consulting to individual and high-net-worth clients. The firm employs a mix of fundamental, technical, and cyclical analysis to implement investment decisions, using a variety of instruments tailored to client goals and risk tolerance.

Samuel Murray is a CFA® charterholder based in Houston, TX, with 19 years of industry experience. He has been leading Murray Investment Management, LLC since 2008. Outside of his advisory work, he serves as a trustee on the board of the Presbyterian School. Murray Investment Management advises individuals, high-net-worth clients, and business entities, providing discretionary investment supervisory services and financial planning. The firm constructs written Investment Policy Statements tailored to each client’s goals and employs a blend of charting, fundamental, technical, and cyclical analysis, including the use of derivatives and options strategies, managing client assets entirely in-house.