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.

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.

Rhett Carter is a CFA® charterholder and Series 66 licensee with 12 years of industry experience. He has been with Heights Investment Partners, LLC since 2016. He serves as a board member advising on the asset allocation for a nonprofit organization, the Christian Community Service Center. Heights Investment Partners provides discretionary asset management and tailored portfolio services to individuals, high-net-worth clients, trusts, estates, corporations, and small businesses. The firm employs a fundamental analysis-based investment approach focused mainly on a single model portfolio strategy with low turnover and long-term orientation.

Steven Gim is a CFA® charterholder with 19 years of industry experience. He is the sole advisor at SGMG Enterprise LLC and has previously worked at BASF Corporation and Shaw Stone & Webster. SGMG Enterprise LLC provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, and trusts and estates. The firm uses model and customized portfolios, emphasizing strategic asset allocation with mean-variance optimization and primarily invests in exchange-traded funds, incorporating options strategies when appropriate.

Randhir Sahni is the sole advisor at Sahni, Inc. in Houston, TX, holding Series 63 and Series 65 licenses with 28 years of industry experience. He has worked at Sahni, Inc. since 2014 and also serves as president of Llewelyn Davies Sahni, an architectural firm. Sahni participates in advisory committees at Kansas State University and Rice University’s schools of architecture and chairs the investment committee for ALF, a leadership teaching organization. Sahni, Inc. provides discretionary investment management and financial planning to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm manages approximately $36.2 million across 42 accounts, focusing on customized portfolios that emphasize individual U.S. and foreign equities, ETFs, and may include limited partnerships and option contracts. The adviser uses fundamental analysis with a primarily long-term approach, incorporating flexibility for short-term trading when needed.

Douglas Cannon is a CFA charterholder with 29 years of experience in the investment industry. He has served as the portfolio manager and principal at Texas First Investment Management Company since 2004. The firm provides discretionary equity portfolio management to both institutional clients and individual investors, employing a value equity strategy focused on fundamental, bottom-up research and concentrated U.S. equity holdings. Texas First Investment Management Company typically holds 12–20 stocks with an average holding period of around 18 months and does not use derivatives, leverage, or technical trading methods.

Juanita Finley is a financial advisor at Texas Capital Management with nine years of industry experience. She holds a Series 65 designation and has been affiliated with Clemmons Wealth Management LLC dba Texas Capital Management since 1997. Texas Capital Management provides discretionary investment management services to individuals, retirement plans, trusts, estates, and charitable organizations. The firm manages approximately $53 million in assets across about 200 client relationships, offering customized portfolios through separately managed accounts or strategic asset allocation with a tactical overlay.

Aubrey Hughes is a financial advisor at Elite Data Solutions LLC in Houston, TX, holding a Series 65 designation with one year of industry experience. Prior to founding Elite Data Solutions, Hughes worked in roles at Xcel Energy, ICF International, McDermott International, IBM, and the University of Texas at Austin. In addition to advisory services, Hughes maintains a substantial outside data-engineering role. Elite Data Solutions LLC provides investment advisory services to individuals and small businesses, focusing on low-cost, diversified mutual funds and ETFs, with discretionary portfolio management and financial planning. The firm uses fundamental analysis with a primarily long-term investment horizon while maintaining flexibility for shorter-term adjustments and emphasizes ongoing personal contact to establish client goals and risk tolerance.

I am a CERTIFIED FINANCIAL PLANNER™ professional who helps pre‑retirees gain the clarity and confidence they need to step into (early) retirement with purpose. Through my firm, A Small Investment, I guide clients in organizing their finances, planning sustainable retirement income, and making values based decisions that support both their lifestyle and legacy. With more than 15 years of experience, I am known for simplifying complex financial topics so clients can make informed choices without feeling overwhelmed. My commitment to unbiased, stewardship, and focused guidance began after witnessing the impact of conflicted advice early in my financial life. A turning point that shaped my belief that people deserve transparent, trustworthy planning. Today, I serve as a steady guide for those preparing for retirement or exploring work optional living. My mission is to help you do that on purpose, with peace of mind and financial clarity that supports the life and legacy you are building.

Jeremy Biar is the founder and managing member of BIAR Legacy, LLC, an independent financial advisory firm based in Houston, TX. He holds a Series 65 credential and has five years of industry experience, including a prior role with Northwestern Mutual. Outside of his advisory work, he co-founded a financial budgeting software called BudgetForLife and produces financial education content while providing business coaching to aspiring entrepreneurs. BIAR Legacy, LLC offers discretionary investment management and financial advising to individuals, high-net-worth families, and charitable organizations. The firm builds custom, values-driven portfolios primarily consisting of U.S. equities, supplemented by diversified allocations to real estate funds, commodities, precious metals, and fixed income, employing a mix of fundamental, quantitative, technical, and charting analysis.

Roy Nichol is a CFA charterholder with 24 years of industry experience. He is the principal of Nichol Capital Advisors, LLC, an independent consulting firm he founded in 2023. Prior to this, he worked at Touchstone Advisors, LLC, Citi Private Bank, and Greycourt & Co., Inc. Nichol is also a member of Cardinal Hill Farm, LLC, a family real estate entity in Columbia, Tennessee. Nichol Capital Advisors provides portfolio analysis and advisory services through time-limited consulting engagements for individuals, family offices, foundations, endowments, and businesses. The firm focuses on investment policy development, third-party manager review, asset allocation modeling, and custom analytical projects without taking custody of client assets or exercising investment discretion.

Jonathan Carroll Sr. is the sole advisor at Carroll & Company Capital Management in Houston, TX, with 2 years of industry experience. He has been involved with Carroll & Company since 1995 and has served as President and owner of Lazarus Energy Holdings LLC, an oil and gas refining company, since 2006. Carroll & Company Capital Management provides investment supervisory services and develops Investment Policy Statements for clients including pension plans, trusts, charitable institutions, and individuals. The firm employs a goal-based bucket strategy to align assets with liabilities and time horizons, coordinates the selection and oversight of third-party managers, and delivers services on a non-discretionary basis with regular reviews.

Robert Leslie is a CFA® charterholder based in Houston, TX, with 16 years of experience in the financial advisory industry. He has worked at Meadow Lake Capital LLC since 2021 and previously held roles at Mosaic Advisors, DaCamera, and Patriot Wealth Management, Inc. Meadow Lake Capital is a small, state-registered advisory firm serving high-net-worth individuals, trusts, estates, charities, and small businesses. The firm employs a long-term, risk-managed investment approach that combines fundamental equity research and technical analysis, using diversified core equity portfolios, low-cost ETFs, and laddered investment-grade fixed income, along with selective use of exchange-traded options and other derivatives to generate income and manage risk.

Joseph Coselli Jr. is a Series 65 licensed financial advisor with Auxius Capital Management, LLC, based in Houston, TX. He has three years of industry experience and has held roles at Auxius Capital Management, Auxius Capital Partners LLC, Coselli Enterprises, LP, SEA Industrie, Inc., Bloomberg, LP, Gulf Consulting, LLC, and St. John's High School. Outside of his advisory work, he is a general partner at Coselli Enterprises, LP, the family office responsible for capital deployment decisions. Auxius Capital Management primarily advises a private pooled partnership and separately managed accounts for qualified investors. The firm employs macro and opportunistic strategies across various instruments, combining proprietary statistical analysis and algorithmic signals with discretionary oversight in its investment approach.

Alvin Richards is the sole advisor at Richards Financial Planning, LLC in Houston, TX, with six years of experience in financial advising. He holds the ChFC® designation and Series 63 license. Prior to founding his firm in 2019, Mr. Richards has been an independent insurance agent since 2013 and has maintained insurance licenses since 1987, engaging in the sale and service of annuity, life, and health insurance products. Richards Financial Planning serves individuals and families approaching or in retirement, as well as business owners and plan sponsors, providing retirement income planning, comprehensive financial planning, and investment management. The firm emphasizes retirement income planning and client education, delivering stress-tested plans and offering both planning and discretionary portfolio management with a disciplined asset allocation approach.

Richard Higginbotham is the president of Riverway Asset Management, Inc. in Houston, TX, with 22 years of industry experience. He holds a Series 63 designation and has been an independent insurance agent since 1997. Higginbotham has led Riverway Asset Management since 1995. Riverway Asset Management offers fee-based portfolio management and integrated financial planning to individuals, trusts, estates, foundations, retirement plans, charitable organizations, and business entities. The firm provides non-discretionary advice using asset-allocation models and proprietary portfolios from SEI Investment Company, with accounts reviewed annually and rebalanced quarterly.

David Hoctor is a CFP®-certified financial advisor with 24 years of industry experience. He has led Hootor Financial Group, LLC since 2006 in Houston, TX. Hoctor holds Series 63 and Series 65 licenses and focuses on serving individual clients and families. Hootor Financial Group provides discretionary investment management and comprehensive financial planning, advising trusts, estates, and business entities. The firm employs fundamental security analysis with both long- and short-term strategies across various instruments and maintains a boutique client roster of about twenty families.

Douglas Anderson III is the sole advisor at Douglas Anderson, III in Houston, TX, holding a Series 63 license with five years of industry experience. He has been affiliated with Goodrich Operating Company since 2009. In addition to his advisory role, Mr. Anderson operates as a Certified Public Accountant and Licensed Real Estate Broker through his sole proprietorships, providing tax planning, business consultation, and real estate brokerage services. His firm provides investment supervisory services and customized investment advice to accredited clients, including individuals, families, IRAs, endowments, trusts, and business entities. The firm emphasizes long-term asset allocation and diversification through primarily fundamental analysis, offering discretionary portfolio management while clients retain their own custodians.