Ganesh Budidagaddapalli Midigesi is a financial advisor at Grass Capital LLC with five years of industry experience. He holds the Series 65 designation and has previously worked at Ameya Insurance Group LLC and T-Mobile USA. Outside of advisory work, he is a general partner managing investment activities at Grass Capital Fund GP, LP, and also serves as a managing member of an IT consulting company, Edatamarkets LLC, which currently has no active business operations. Grass Capital LLC provides discretionary investment management and financial planning services to individuals, small businesses, and investors in pooled vehicles. The firm combines fundamental and technical analysis with quantitative models, managing a variety of financial instruments and also sponsors a private long-short equity quantitative hedge fund alongside offering qualified plan consulting.

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.

Jose Maldonado is a financial advisor with Hoyle Capital, LLC, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. Prior to founding Hoyle Capital in 2019, he worked at Morgan Stanley and Morgan Stanley Private Bank from 2013 to 2019. Hoyle Capital, LLC provides discretionary portfolio management and investment services primarily to accredited and high-net-worth investors through managed accounts and pooled investment arrangements. The firm uses a quantitative screening tool based on extensive market data to guide tactical asset allocation and incorporates options and private-placement opportunities within client strategies.

Jeremy Northum is a financial advisor at Jaston Capital, LLC in The Woodlands, TX, holding a Series 65 designation with 10 years of industry experience. He has also worked as an attorney since 2022 and held roles at Harris County and the University of Houston Law Center. Jaston Capital provides discretionary investment management for individuals and families, specializing in diversified portfolios based on fundamental analysis. The firm manages accounts on a discretionary basis and offers tax services under separate agreements, focusing on stock, bond, and balanced portfolios tailored to client goals and risk tolerance.

Matthew Russell is a CFP® professional with 15 years of experience in financial planning and wealth management. He has been the sole advisor at MTR Financial Services, LLC since 2009. MTR Financial Services is an independent, fee-only firm serving individuals, trusts, estates, and charitable organizations. The firm offers ongoing portfolio management and hourly financial planning without account minimums, focusing on a range of topics including retirement, tax, insurance, college planning, and debt strategies.

David Barsalou is a financial advisor at LCM Financial with a Series 65 credential and one year of industry experience. He is managing attorney and owner of a law firm and a tax preparation business, both established in 2013, where he provides legal services and tax filing for individuals and businesses. Barsalou has worked at Silverstone Private Wealth, LLC and Lewis Caldwell Mitchell, Inc. Lewis Caldwell Mitchell, Inc. is a registered investment adviser formed in 2024 that offers financial planning, non-discretionary portfolio advice, and pension consulting to plan sponsors and individuals. The firm provides tailored advice and ongoing monitoring without discretionary trading, and it discloses affiliations with legal and tax practices as part of its operating model.

Edna Thompsen is a Certified Financial Planner (CFP®) with 31 years of experience, operating her independent firm, Edna J. Thompsen, CFP, since 1995. She holds a Series 63 license and has 12 years of industry experience under that designation. Her firm provides fee-only financial planning and personal finance administration to a small number of individual clients and serves as a fiduciary advisor to employer 401(k) plans. The firm uses a fee structure based on hourly and fixed fees rather than asset-based charges and typically recommends passive mutual funds and ETFs, while clients retain control of investments through their chosen brokers.

Errol Martin is a financial advisor at Beta Management Consulting with 31 years of industry experience. He holds Series 63 and Series 65 designations and has been with Beta Management Consulting since 1994. Beta Management Consulting provides fee-only investment counseling and portfolio management to individuals, families, and business owners, focusing primarily on non–high-net-worth clients. The firm manages approximately $26.7 million in assets using a non-discretionary, cash-flow–based, value-oriented investment approach with an emphasis on privacy and information security.

Gerald Whitfill is the principal of Whitfill Investment Management, LLC, with 29 years of industry experience. He holds a Series 63 designation and has operated his independent advisory firm since 2003. In addition to his advisory work, Whitfill is a certified public accountant and president of Gerald Whitfill P.C., where he provides income tax consulting and preparation. Whitfill Investment Management serves primarily individual clients by offering portfolio construction, asset management, and financial planning services. The firm uses asset-allocation strategies tailored to client objectives and incorporates tax considerations through its affiliation with Whitfill’s CPA practice.

Jeffrey Owens is a financial advisor at Houston Wealth Advisers, LLC with seven years of industry experience. He holds Series 65 and Series 66 licenses and has worked at firms including Madison Avenue Securities, LLC and ELE Advisory Services, Inc. Outside of his advisory role, he serves as Director of Operations at Senior Partners, LLC, overseeing business activities, compliance, and personnel management. Houston Wealth Advisers, LLC provides financial consultation and wealth management to individuals, families, businesses, and nonprofit organizations. The firm focuses on referring clients to separately managed account managers, with an investment approach that includes due diligence on performance, costs, custodians, and account minimums.

Stephen Gray is a CFP® and CPA with 28 years at Financial Planning Services in The Woodlands, TX, and 14 years of industry experience. He provides tax preparation services to individuals and businesses alongside his financial advisory work. Financial Planning Services is an independent registered investment adviser serving individual clients with comprehensive financial planning and discretionary portfolio management. The firm integrates accounting and tax services with investment advisory work, using fundamental, long-term analysis to manage portfolios.

Marcus Jasso is a financial advisor at Overlook Park Wealth, LLC with 25 years of industry experience. He holds a Series 66 designation and has worked at firms including Sovereign Wealth Advisors, LLC and LPL Financial, LLC. Outside of his advisory role, he owns and manages Humble Anointing Oil Company, a religious gift and novelty business, and serves as president of the Humble Middle School Parent Teacher Organization. Overlook Park Wealth, LLC provides discretionary asset management and financial planning services to individuals and corporations, employing a mix of long- and short-term strategies supported by third-party due diligence. The firm offers tailored investment programs, quarterly portfolio reviews, and multiple model portfolios, with a notable affiliated insurance practice incorporated into its service offerings.

Jon Speight is a CFP® professional with 27 years of experience in financial advising. He has led Speight Asset Management, LLC since 2013 in Houston, TX. Speight Asset Management provides discretionary portfolio management and financial planning services primarily to individual and high-net-worth clients. The firm employs a diversified asset-allocation strategy focused on mutual funds and ETFs, manages accounts on a discretionary basis, and offers complimentary retirement educational seminars.

Karthikeyan Radhakrishnan is a CFA® charterholder and registered investment advisor with seven years of industry experience. He is the principal of Titania Investments LLC, a solo independent advisory firm based in The Woodlands, TX. Prior to founding Titania Investments, he held roles at Monopar Therapeutics, Inc. and Medicenna Therapeutics, Inc. In addition to his advisory work, he serves as President of Titania Partners LLC, a finance and strategy consulting firm focused on healthcare and technology companies. Titania Investments LLC provides portfolio and wealth management services primarily for high-net-worth individuals and trusts, as well as institutional consulting and pension plan governance for corporations, endowments, foundations, and pension plans. The firm uses a combination of fundamental, technical, and modern portfolio theory to construct portfolios and may implement derivatives, options, short sales, and margin strategies tailored to client mandates.

Arthur Barasch is the sole advisor at Baron Financial Advisors, LLC, an independent firm based in Spring, TX. He holds Series 63 and Series 65 licenses and has 23 years of industry experience, including 12 years at his current firm. In addition to financial advising, he works as an independent insurance agent, selling long-term care, health, and disability insurance. Baron Financial Advisors provides individualized financial planning and referral or co-advisory services primarily to individuals, including high-net-worth clients, as well as corporations and other business entities. The firm does not directly manage client assets but arranges investment management through recommended third-party advisers, maintaining a non-discretionary advisory role.

Michael Osgood is a CFP® with 21 years of industry experience and is the principal of Osgood Capital Management, Inc. He has also operated Osgood & Associates, a CPA and tax compliance firm, since 2001 and maintains a separate insurance agency. Osgood Capital Management provides investment advisory and financial planning services to individual and high-net-worth clients, managing portfolios tailored to client objectives using a variety of strategies including asset allocation and technical analysis, with ongoing suitability reviews.

Christopher Szalay is the sole advisor at Wiseowl Capital, LLC, an independent firm based in The Woodlands, TX. He holds the Series 66 designation and has 16 years of industry experience. Since founding Wiseowl Capital in 2013, he has also operated Find Me Value Investment Research, LLC, an online subscription service that provides investment research. Wiseowl Capital serves a small number of individual clients, trusts, estates, and business entities, offering personalized portfolio management and financial planning. The firm’s investment approach emphasizes fundamental analysis and long-term buying, using options primarily for hedging, with regular account monitoring and rebalancing.

Joshua Humada is a financial advisor with Money Holistics in Houston, TX, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at Edward Jones and Northwestern Mutual. In addition to his advisory work, he provides financial coaching services through a separate entity, MoneyYogi LLC. Money Holistics is an independent firm serving individuals, high-net-worth clients, trusts, estates, and businesses with discretionary investment management and financial planning. The firm employs a long-term investment approach using fundamental and technical analysis and integrates ongoing planning with portfolio management.

Anthony Montano is a financial advisor at Rosman Asset Management, LLC with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Rosman Asset Management since 2019. Montano also serves as the CFO of Yofumo Technologies, Inc. since 2019. Prior to his current roles, he was with The Mitchell Group, Inc. from 2011 to 2019. Rosman Asset Management provides discretionary portfolio management and financial consulting to individuals, trusts, estates, and businesses. The firm focuses on customized investment programs based on fundamental analysis with a generally long-term orientation, maintaining continuous client contact and bespoke asset allocation under discretionary authority.

Aaron Freeman is a ChFC® and Series 65-registered advisor with 17 years of industry experience. He is currently a principal at Freeman & Freeman Private Wealth Management LLC, where he has worked since 2023. Freeman also has ties to Oak River Insurance Group LLC and Oak River Financial Group Inc., reflecting a background that includes both financial planning and insurance services. Freeman & Freeman Private Wealth Management provides discretionary asset management, financial planning, and retirement advice to individuals, high-net-worth clients, trusts, estates, and business entities. The firm’s investment approach combines ETFs and mutual funds with REITs, preferred shares, and select equities, using fundamental analysis and a long-term orientation tailored to client-specific needs.