William Ansell is a financial advisor at Tremont Street Advisors, LLC with 14 years of industry experience. He holds a Series 66 designation and has worked concurrently with Ham, Langston & Brezina LLP and American National Insurance Company for over a decade. Ansell also serves as a board member for two nonprofit foundations, the Abe and Peggy Levy Foundation and the Ed and Sally Futch Foundation. Tremont Street Advisors is a fee-based investment adviser serving individuals, high-net-worth clients, business owners, and retirement plans. The firm customizes portfolios based on client goals and risk tolerance, employing a mix of fundamental, technical, cyclical, and economic analysis alongside strategic asset allocation, and integrates closely with accounting and insurance activities through affiliated entities.

Darin Womble is a financial advisor at ARK Alliance Financial LLC with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at institutions including JP Morgan Chase, TD Ameritrade, and TIAA-CREF. Outside of his advisory role, he serves on the board of Next Generation Academy, a pre-school in Pearland, Texas. ARK Alliance Financial is an independent registered investment adviser serving individuals, trusts, estates, charitable organizations, and corporations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and customized consulting, with portfolios constructed using mutual funds, ETFs, and individual securities based on clients’ goals and risk tolerances.

Laura Full is a financial advisor at A3 Capital Advisors in Houston, TX, holding a Series 66 designation with 18 years of industry experience. She previously worked at Hourglass Capital, LLC from 2008 to 2026 before joining A3 Capital Partners, LLC. A3 Capital Advisors is a small registered investment adviser serving primarily high-net-worth individuals with discretionary portfolio management and investment consulting. The firm emphasizes individualized Investment Policy Statements, fundamental analysis, and long-term trading strategies, managing both traditional asset-based and performance-fee accounts.

Kevin Londergan is a financial advisor at BayRock Financial, L.L.C. with 22 years of industry experience. He holds a Series 63 designation and is also a partner in the CPA firm Bond, Snider, Glaw & Londergan, LLP, which focuses on income and estate tax planning, tax return preparation, asset protection, and business advisory services for small business owners. He is part owner of Oglesby & Londergan Financial Services, Inc., a tax planning and small business advisory firm. BayRock Financial serves individual investors and other advisers by providing discretionary portfolio management and financial planning services. The firm emphasizes customized portfolios and ETF-based model allocations, integrating financial planning with investment management through a formal multi-tier subscription planning program and a documented planning process.

Roy Piske is a financial advisor at WSA Affiliates, LLC with eight years of industry experience. He holds a Series 66 designation and previously worked at Woodbury Financial Services Inc. In addition to his financial advisory role, he has worked in ground operations for Southwest Airlines since 1981. WSA Affiliates, LLC provides advisory referral and financial planning services to individual and high-net-worth clients. The firm focuses on coordinating client needs with affiliated and unaffiliated advisors and offers financial plans on an hourly basis, without managing client assets directly.

Michael Garcia is a financial advisor with ViaQuest Advisors LLC in Houston, TX, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior experience includes ten years at Arbor Point Advisors and Securities America Inc. He is also a licensed insurance agent. ViaQuest Advisors LLC provides portfolio management, investment analysis, and financial planning to individuals, high-net-worth clients, trusts, estates, corporations, and pension/retirement plans. The firm recently added pension consulting services and employs a varied investment approach combining fundamental, technical, cyclical, and economic analysis.

Sally Branson is a financial advisor with Texas Family Wealth, LLC, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. Her career includes 14 years at Raymond James Financial Services Advisors, Inc., and she has served in a political office for the City of Friendswood since 2017. Outside of her advisory work, she is involved in public service through her role with the City of Friendswood. Texas Family Wealth serves individuals, families, trusts, estates, small businesses, and retirement plans with customized wealth management, portfolio management, financial planning, and retirement plan advisory services. The firm employs a fiduciary, long-term investment approach using a combination of fundamental and technical analysis and sponsors a wrap fee program that incorporates trading costs into asset-based fees.

Henry Vail is a financial advisor at Sucré-Vail Wealth Advisors in Houston, TX, with 28 years of industry experience. He has held Series 63 and Series 65 licenses and has been with Sucré-Vail Wealth Advisors since 2006, following a prior career at Vail & Associates from 1991 to 2020. Sucré-Vail Wealth Advisors is a state-registered investment adviser serving individuals, family offices, trusts, estates, businesses, and retirement plans. The firm offers customized investment management, financial planning, consulting, and Personal CFO services, using fundamental analysis to build long-term portfolios composed of individual bonds, mutual funds, and ETFs, managed on a non-discretionary basis.

Michael Hibbetts is a CFP® and CFA® with six years of industry experience. He is currently with ViaQuest Advisors LLC and previously worked at Osaic Advisory Services, LLC and Arbor Point Advisors. Outside of his advisory work, Hibbetts serves as a boat captain at the Armand Bayou Nature Center and holds board and finance committee roles at the Bay Area Unitarian Universalist Church. ViaQuest Advisors LLC provides portfolio management, investment analysis, and financial planning services to individuals, high-net-worth clients, trusts, estates, corporations, and pension/retirement plans. The firm combines multiple investment methodologies with advisor judgment and recently expanded to offer pension consulting services at both the plan and participant levels.

Bri'ana Savage is a financial advisor at Tremont Street Advisors, LLC with one year of industry experience. She holds the Series 65 designation and previously worked at Aqua Solutions. Outside of her advisory role, she serves as Vice President of Operations at Tremont Street Advisors. Tremont Street Advisors is a fee-based investment adviser serving individuals, high-net-worth clients, business owners, and retirement plans. The firm offers discretionary and non-discretionary portfolio management with tailored investment strategies and provides ERISA plan services, including limited-scope 3(21) fiduciary advice for 401(k)-type plans.

Matthew Silvey is a financial advisor at Texas Family Wealth, LLC with a Series 65 credential and one year of industry experience. Prior to joining Texas Family Wealth, he worked at the YMCA and held various roles including positions at Sunny's Pizza and Wings and Clay & Company. Texas Family Wealth serves individuals, families, trusts, estates, small businesses, and retirement plans by providing customized wealth management, portfolio management, financial planning, and retirement plan advisory services. The firm employs a fiduciary, customized investment approach combining fundamental and technical analysis, typically focusing on long-term strategies and offering a distinctive wrap fee program that includes bundled transaction costs.

Thomas Rush is a financial advisor at Tremont Street Advisors, LLC with 14 years of industry experience. He holds a Series 66 designation and has worked at Ham, Langston & Brezina LLP as a CPA since 2015. Outside of his advisory role, he is involved in training and administration at Tremont Street Financial Group and holds insurance agency responsibilities within the affiliated Tremont Street Insurance Services. Tremont Street Advisors is a fee-based investment adviser serving individuals, high-net-worth clients, business owners, and retirement plans. The firm employs a combination of fundamental, technical, cyclical, and economic analysis in portfolio management and integrates its advisory services with accounting and insurance activities through affiliated entities.

Michael Mc Laughlin is a Series 66-licensed financial advisor at ANCAP Financial with one year of industry experience. He previously worked at Eagle Strategies, NYLIFE Securities, and Lochton Capital. ANCAP Financial provides fee-only financial planning and wealth management services primarily to individual and high-net-worth clients. The firm uses a passive, asset-class approach with mutual funds, ETFs, and outside managers, and also offers retirement plan consulting and advisory services.

Stephen Lack is a Series 65-licensed financial advisor with 18 years of industry experience, currently serving as a Partner at Corient. He has held roles at Galapagos Partners and leads Ned S. Holmes Investments, Inc., a single family office where he acts as President and CIO providing consulting services to private partnerships and corporations. His career also includes involvement with Durable Dividend Growth Strategies, L.P. Corient offers investment advisory and financial planning services to a diverse clientele, including individuals, trusts, pension plans, and charitable organizations. The firm utilizes a team-based investment approach focused on customized, goals-based asset allocations and integrates risk management through ongoing due diligence and monitoring across traditional and alternative investments.

James Munchbach is a CFP® and ChFC® with 21 years of industry experience. He is currently a financial advisor at BayRock Financial, L.L.C., where he has worked since 2016, including a period from 2019 to present. Prior to this, he held roles at several firms including Tremont Street Advisors, Archetype Wealth Partners, and STA Wealth Management. In addition to his advisory work, Mr. Munchbach is a part-time Professor of Personal Finance at the University of Houston Bauer College of Business. BayRock Financial, L.L.C. provides fee-only investment management and financial planning services to individuals, families, retirees, business owners, trusts, estates, and retirement plans. The firm generally constructs diversified, long-term portfolios and integrates financial planning into advisory relationships, serving a client base notable for its inclusion of retirement plan clients and defined benefit pension plans.

Margaret Sucre' Vail is the founder and sole advisor at Sucre'-Vail Wealth Advisors in Houston, TX, with 22 years of industry experience. She holds Series 63 and Series 65 designations and has led her firm since its inception in 1997. Sucre'-Vail Wealth Advisors provides investment management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, family offices, trusts, estates, businesses, and retirement plans. The firm manages assets on a non-discretionary basis, constructing individualized portfolios using individual bonds, low-cost mutual funds, and ETFs, with a focus on fundamental analysis and long-term investment orientation.

Adam Beaty is a CFP® and holds a Series 65 license with 11 years of industry experience. He is a founder and managing partner of Bullogic LLC and has been involved with Bullogic Wealth Management since 2018. Outside of financial advising, he previously operated Quantum Pest Control for 16 years. Bullogic Wealth Management is a small advisory firm serving individual clients and employer plan sponsors. The firm focuses on passive portfolio construction using low-cost index funds and ETFs, combined with fundamental and technical analysis, while also providing comprehensive financial planning and employee benefit-plan services.

Stephen Jackson is a financial advisor at ViaQuest Advisors LLC with 35 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Arbor Point Advisors and Securities America Inc. Outside of advising, he is involved in a commercial cleaning business and serves as a licensed insurance agent, primarily servicing existing accounts. ViaQuest Advisors LLC provides portfolio management, investment analysis, and financial planning to individuals, high-net-worth clients, trusts, estates, corporations, and pension/retirement plans. The firm offers discretionary portfolio management and recently added non-discretionary pension consulting services for employee benefit plans and participants.

Robert Challenger Jr. is a financial advisor with Tremont Street Advisors, LLC, holding a Series 66 designation and 16 years of industry experience. He has been with Tremont Street Advisors and its affiliated entities since 2014. Outside of his advisory role, he serves as a board member of Communities in Schools Bay Area, a nonprofit organization. Tremont Street Advisors is a fee-based investment adviser serving individuals, high-net-worth clients, business owners, and retirement plans. The firm offers discretionary and non-discretionary portfolio management, employing a blend of fundamental, technical, cyclical, and economic analysis, and integrates its advisory services closely with affiliated accounting and insurance activities.

Brittni Haywood is a financial advisor at Haywood Wealth Management in Houston, TX, holding a Series 65 designation with two years of industry experience. Prior to joining the firm, she worked at the University of Texas Medical Branch and Methodist. Haywood Wealth Management serves individual and high-net-worth clients, offering discretionary portfolio management, financial planning, and participant account management for defined contribution plans. The firm emphasizes long-term investment strategies guided by fundamental analysis and modern portfolio theory, primarily recommending ETFs alongside mutual funds, equities, and fixed-income securities.