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.

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.

Satyanarayana Ayyalasomayajula is a financial advisor at FlexHedz Group LLC in Katy, TX, holding a Series 65 designation with one year of industry experience. His prior work includes roles at Valassis Digital Corp and US Bank National Association. FlexHedz Group LLC provides discretionary portfolio management and educational workshops for individuals, high-net-worth clients, corporations, and business entities. The firm uses a combination of fundamental and quantitative analysis alongside options trading within a long/short investment approach, managing portfolios under discretionary authority with consistent trade allocation and regular custodial reporting.

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.

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.

Manishkumar Jain is a financial advisor at BluePrism Wealth Management LLC in Richmond, TX, holding Series 63 and Series 66 credentials with four years of industry experience. Before founding BluePrism Wealth Management in 2025, he worked at Merrill, Wells Fargo Clearing Services, J.P. Morgan Securities, and JPMorgan Chase Bank. He is also a licensed insurance agent involved in selling insurance products. BluePrism Wealth Management LLC is an independent advisory firm providing discretionary asset management and financial planning services to individuals, high net worth clients, trusts, small businesses, and estates. The firm focuses on asset allocation and uses Monte Carlo planning to model financial goal probabilities, managing accounts on a discretionary basis with regular reviews and rebalancing.

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.

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.

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.

Emad Samman is a financial advisor with Sunlight Investments in Katy, TX, holding a Series 65 designation and seven years of industry experience. He has worked at Hewlett Packard Enterprise and Micro Focus prior to founding Sunlight Investments in 2017. Sunlight Investments is a single-advisor independent firm that provides discretionary portfolio management for individual and small business clients. The firm focuses on managing U.S.-listed equity portfolios through limited trading authorization, emphasizing a concentrated selection of 20–40 equities chosen for financial stability and industry position.

Robert Porter is the sole advisor at Porter Investments in Houston, TX, holding Series 63 and Series 66 licenses with 22 years of industry experience. He has been associated with Daedalus Capital Group, Inc. since 1996. Porter Investments provides discretionary investment management to individuals, families, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm uses proprietary models combining quantitative and technical analysis to implement tailored portfolio strategies through model portfolios and separately managed accounts, including both passive index-based allocations and active ETF/equity strategies.

Austin Middleton is a CFP® professional with one year of experience, currently serving as an advisor at Potentia Wealth Advisors LLC. His background includes founding Potentia Advisors LLC and prior work with Royalwood Church. Potentia Wealth Advisors LLC provides advisory services to individual and high-net-worth clients, focusing on portfolio management and financial planning. The firm’s investment approach integrates cyclical and fundamental analysis with modern portfolio theory and offers both long- and short-term trading tailored to client objectives.

James Marshall is the principal of Marshall Wealth Management, LLC, an independent advisory firm based in Sugar Land, TX. He holds Series 63 and Series 66 licenses and has 33 years of industry experience. Since 2003, he has been president and owner of Mini Moguls Edutainment Company, which provides financial education through comic books to schools nationwide. Marshall Wealth Management serves individual clients, families, trusts, estates, and nonprofit organizations, offering financial planning, portfolio management, and investment supervisory services primarily on a non-discretionary basis. The firm’s approach focuses on asset allocation and long-term strategies, with a documented planning process covering cash flow, tax, retirement, and estate considerations.

Damon Collins is a financial advisor at Collins Wealth Management in Sugar Land, TX, with seven years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones and the United States Army Corps of Engineers. In addition to his advisory role, he maintains a part-time quality assurance position and participates in public speaking and occasional pro-bono education. Collins Wealth Management serves individual clients, including both non–high-net-worth and high-net-worth households, offering tailored investment management and comprehensive financial planning. The firm combines passive and active investment approaches, constructing portfolios focused on managing volatility and aligned with clients’ goals, while providing additional services such as business planning, college savings, insurance reviews, and educational seminars.

Ernie Galliani is a financial advisor at PRP with 23 years of industry experience. He holds a Series 65 designation and has worked with Nova 401(k) Associates since 2009, where he serves as an account manager and actuary for the defined benefit department. Galliani has also been involved with Professional Retirement Planning GP LLC and Professional Retirement Planning Inc. since 2002. In addition to his advisory role, he performs actuarial and administrative duties at Nova 401(k) Associates, a non-investment firm specializing in qualified plan administration. PRP provides investment management and retirement-plan consulting to individuals, trusts, small businesses, and qualified retirement plans. The firm offers actuarial and 401(k) services alongside an investment approach focused on long-term, asset-allocation strategies primarily using no-load, passively managed mutual funds.

David Kolts is a CFP® with 20 years of industry experience and is the principal advisor at Pegasus Wealth Management in Richmond, Texas. He also manages Allied Insurance Agency and operates a CPA practice, David B. Kolts, CPA, PLLC, where he provides accounting, tax compliance, and consulting services. Additionally, he teaches small business tax workshops for the IRS and QuickBooks classes for the Small Business Development Center. Pegasus Wealth Management is a fee-only registered investment adviser serving individuals, trusts, estates, small businesses, charitable organizations, and retirement plans. The firm emphasizes largely passive, diversified portfolios guided by strategic and tactical asset allocation, operating primarily on a non-discretionary basis with occasional value tilts and model portfolio selections supported by an outsourced chief investment officer.

Vinod Naidu is a financial advisor at SOF Spectrum Capital Management, LLC with a Series 65 designation and four years of industry experience. Prior to founding his firm, he was self-employed for three years and spent 19 years at CDK Global Inc. SOF Spectrum Capital Management serves individual and high-net-worth clients through discretionary asset management and retirement-plan allocation consulting. The firm employs a tactical investment approach using fundamental and technical analysis, including long- and short-term equity positions, ETFs, options, and margin, and offers performance-based fee arrangements for qualified clients.