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 CFP®-certified financial advisor with 31 years of experience, operating under her independent firm, Edna J. Thompsen, CFP, in Spring, TX. She holds the Series 63 designation and has provided financial planning and personal finance administration since 1995. Her firm serves a small group of individual clients and employer 401(k) plans, offering fee-only advice through hourly and fixed fees rather than asset-based charges. The firm emphasizes fundamental investment analysis, recommends passive mutual funds and ETFs, and provides detailed administration services that include financial tracking and document organization.

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.

Jaimin Garabedian is a financial advisor with Assurance Wealth Management in The Woodlands, TX, holding a Series 66 designation and 14 years of industry experience. His prior roles include positions at Merrill Lynch, Bank of America, and Post Oak Private Wealth Advisors. He also owns and advises through Assurance Family Office, focusing on strategic risk reduction for individuals and business owners. Assurance Wealth Management is a state-registered advisory firm serving individuals and high-net-worth clients with discretionary and non-discretionary asset management and comprehensive financial planning. The firm’s investment approach integrates Modern Portfolio Theory and technical analysis to create tailored asset allocations, utilizing a range of investment vehicles and providing regular account reviews.

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.

Joel Diaz is a financial advisor with Anchored Wealth based in The Woodlands, TX, holding Series 65 and Series 66 licenses and bringing 19 years of industry experience. His professional background includes roles at First Horizon, Engrave Wealth Partners, and Capital One Financial Advisors, as well as 21 years in the United States Navy Reserves. Outside of advisory work, he serves as president of a non-investment asset holding company and is a licensed insurance agent. Anchored Wealth is an independent firm offering discretionary portfolio management and fee-based financial planning to individuals, families, high-net-worth clients, trusts, estates, private business owners, corporations, and charitable organizations. The firm employs a blended research approach rooted in Modern Portfolio Theory, managing diversified portfolios across various asset classes and implementing both long- and short-term strategies with discretion and ongoing client reporting.

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.

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.

Richard Cull is a CFA® charterholder with 19 years of experience in the financial industry. He is currently a portfolio manager at Old Beach Investment Advisors, LLC and serves as Chief Investment Officer at Centric Advisors, LLC, where he conducts research on individual stocks and provides recommendations. His prior experience includes roles at Pagosa Management LLC and Breen Investors LP. Old Beach Investment Advisors is a state-registered investment adviser that manages discretionary portfolios primarily for high-net-worth individuals, corporate pension and profit-sharing plans, charities, and businesses. The firm employs long-term equity strategies based on fundamental analysis and maintains a small, concentrated client roster with a focus on diversification and systematic portfolio monitoring.

Christopher Lloyd is a CFP® and holds a Series 66 license with 10 years of industry experience. He has worked at Lloyds Intrepid LLC since 2020 and previously spent five years at Bank of America Merrill Lynch. Lloyd is based in The Woodlands, TX, and is one of two advisors at Lloyds Intrepid Wealth Management. Lloyds Intrepid Wealth Management provides fee-only wealth management and financial planning to individual and high-net-worth clients. The firm employs a primarily passive investment approach supplemented by macroeconomic, fundamental, and technical analysis, and may use short-term hedging with unlevered inverse ETFs.

Robert Bond is a financial advisor at Bright Vision Wealth with 13 years of industry experience. He holds a Series 65 designation and is also the owner of The Bond Law Firm, where he serves as a board-certified estate planning and probate attorney. Bond’s career includes overseeing family asset management and running several management firms unrelated to investment advisory. Bright Vision Wealth serves individual and high-net-worth clients, managing about $26.7 million for roughly 25 households through a two-advisor team. The firm primarily offers non-discretionary financial planning and investment advice, complemented by affiliated legal and tax-preparation services.

Stephen Jimenez is a financial advisor at Peerless Wealth with 23 years of industry experience and holds the Series 66 and Series 63 designations. His prior experience includes roles at Thornburg Investment Management and Calamar Financial Group. He also works as a wholesaler for Peerless ETFs, LLC and as a sales consultant for Gore Range Capital on a part-time basis. Peerless Wealth serves individuals, families, trusts, estates, business entities, charities, and qualified retirement plans, providing financial planning, discretionary investment management, and consulting services. The firm uses a strategic asset-allocation framework and proprietary portfolio construction methodology, offering customized client portfolios, model portfolios, and sub-advisory services to an exchange-traded fund employing options strategies.