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.

Kaiyuan Wang is a financial advisor at Yuka Corp in Houston, TX, holding a Series 65 designation with four years of industry experience. Prior to joining Yuka Corp, Wang was involved with Yiheng Capital LLC for ten years and currently holds management roles at Peakton Advisors, LLC and Peakton Capital Management, LP, where he focuses on internal investment management and operational oversight without client-facing responsibilities. Yuka Corp provides non-discretionary portfolio advice exclusively to a single high-net-worth family member of the firm’s founder, employing a long-term, fundamentals-driven, bottom-up equity approach focused on U.S.-listed stocks, ETFs, and cash equivalents. The firm operates on a client-directed brokerage model without external solicitation or custody of client assets.

New Heights Planning is a fee-only financial advising firm specializing in oil and gas professionals. Our clients work at Shell, Hess, Chevron, EOG, Oxy, and More. Our Financial Independence Framework combines modern financial planning and investment management to help you reduce your taxes, invest smarter, and be prepared for retirement. I spent 14 years at Shell as an engineer and a leader. I know what it's like to be a professional at a large energy company: fascinating work, great people, and excellent pay, accompanied by frequent lay-offs, corporate bureaucracy, and never-ending meetings. My favorite part was helping people realize the career they desired. Now, I help people optimize their finances to realize the life they desire. I chose to leave Shell and transition into financial advising to go from work I liked to work I love. Before starting New Heights Planning, I built financial plans for high-net-worth individuals and families at Asset Management Advisors. I later founded New Heights Planning to do this for those I like working with the most, Shell and other oil and gas professionals. I am committed to learning and continuing my education to serve you best. I have: -Completed the financial planning program at Rice University and am a CERTIFIED FINANCIAL PLANNER™ professional. -Passed the Series 65 exam -Received the CRPC® designation from the College for Financial Planning -Joined the Financial Planning Association (FPA), the National Association of Personal Financial Advisors (NAPFA), and the XY Planning Network New Heights Planning is not endorsed by nor affiliated with Shell or any other oil and gas company. Read Trevor's blog here: https://newheightsplanning.com/videos/

Theodore Geoca is a financial advisor with Maxout Savings Advisors LLC in Houston, TX, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has been with Maxout Savings Advisors since 2005. Outside of advising, he serves as CFO of Rangoni Global, dedicating approximately 10% of his time to that role. Maxout Savings Advisors provides discretionary portfolio management primarily to individual and high-net-worth clients, using a variety of analytical methods and customized investment policies based on client goals and risk tolerance. The firm manages about $101.1 million on a discretionary basis and offers client communications including newsletters and detailed performance reports.

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.

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.

Joshua Humada is a financial advisor with MoneyYogi Advisors 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 advisory services, he provides financial coaching through a separate entity, MoneyYogi LLC. MoneyYogi Advisors offers discretionary investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, and businesses. The firm employs a long-term investment approach using fundamental and technical analysis and incorporates proprietary software in client service workflows.

Stephen Jimenez is a financial advisor at Peerless Wealth with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms, including Thornburg Investment Management and Calamar Financial Group. Outside of his advisory role, he serves as a wholesaler for Peerless ETFs, LLC and as a sales consultant for Gore Range Capital. Peerless Wealth serves individuals, families, trusts, estates, business entities, charities, and qualified retirement plans by providing financial planning, discretionary investment management, and financial consulting. The firm employs a strategic asset-allocation framework and proprietary portfolio construction methodology, managing customized and model portfolios while also acting as a sub-adviser to an exchange-traded fund.

Kaylin Campbell is a financial advisor at Exos Wealth Strategies, LLC with seven years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Aaron Keys & Associates, Inc. and Wealth Design Group. In addition to her advisory role, she owns and operates M&A Risk Management, LLC, an insurance agency specializing in life, health, and property and casualty insurance. Exos Wealth Strategies serves individuals, trusts, estates, and retirement plans through discretionary and non-discretionary investment management, financial planning, and retirement plan consulting. The firm constructs individualized asset allocations primarily using mutual funds and ETFs, conducts portfolio reviews, and offers private fund investment options while serving in various fiduciary roles.

Aymeric Martinoia is a financial advisor with VIE INVEST, LLC in Houston, TX, holding a Series 66 designation and 17 years of industry experience. He has been with VIE INVEST since 2015. Mr. Martinoia is also licensed as an insurance agent and offers insurance products independently or through MassMutual Financial Group as part of his financial planning services. VIE Invest serves high-net-worth individuals, families, and various entities by providing discretionary portfolio management, financial planning, and investment consulting, including private-equity introductions and project due diligence. The firm constructs customized portfolios using model allocations and third-party managers, employing active techniques such as margin and options, and manages over $50 million in client assets.

Benjamin Childs is a financial advisor with Wealth Management Investment Advisors, LLC and holds a Series 65 license. He has 14 years of industry experience, including roles at Sonnet, LLC and Onyx Wealth Advisors, Inc. Outside of advising, he is involved in managing insurance sales through several agencies and holds managing member positions in multiple business entities. Wealth Management Investment Advisors, LLC serves individual and high-net-worth clients, trusts, small businesses, and churches by providing financial planning, wealth-management consulting, and advisory services. The firm generally does not manage client portfolios directly but refers assets to third-party managers who use fundamental, modern portfolio theory, and technical analysis approaches.

Carolyn Douglas is a CFP® with 22 years of industry experience and has been with Integra Wealth Advisors, LLC in Houston, TX since 2011. She holds a Series 65 license and works at a firm with a total of two advisors. Integra Wealth Advisors provides fee-only wealth management and financial planning services to individuals, high-net-worth families, trusts, estates, and business owners. The firm offers comprehensive financial planning and investment management through an integrated approach that addresses both asset allocation and clients’ behavioral factors, utilizing a combination of passive and active managers along with alternative strategies when appropriate.

Jennifer Migdal is a CFP® with 20 years of industry experience and currently serves at Cove Wealth Management. She previously worked at Valued Retirements for four years and Forthright Financial Planning LLC for 15 years. Cove Wealth Management provides discretionary, fee-only investment management supported by financial planning and wealth coordination services to individuals, families, trusts, estates, and select institutional clients. The firm serves a mix of high-net-worth and non-HNW clients, often successful professionals and business owners, using a diversified core of low-cost ETFs and mutual funds supplemented by individual securities and outside Independent Managers.

Larry Dubose is a Series 65-licensed financial advisor with four years of industry experience. He is currently with Centurion Counsel Inc and also serves as a consultant for Presidio Property Trust in San Diego. Centurion Counsel provides a discretionary Strategic Asset Allocation wrap-fee program for individual and institutional investors, utilizing Modern Portfolio Theory and optimization tools to manage portfolios based on client-approved risk and return parameters. The firm manages approximately $57.4 million with a team of three advisory professionals.

Rory Mackay is a financial advisor with Tiercel Capital Texas LLC, holding a Series 65 credential and 12 years of industry experience. He has been associated with Tiercel Capital Managers Limited since 2010, where he serves as CEO. Outside of his advisory role, Mr. Mackay owns Saker Capital LLC, an investment company focused on oil wells and oil royalties, and is involved with Merlin Factoring LLC, a factoring business. Tiercel Capital Texas LLC provides portfolio management services to individual and high-net-worth clients, emphasizing a value-oriented, fundamental analysis approach that includes equities trading below intrinsic value and special situations. The firm manages primarily discretionary accounts and utilizes a broader range of trading instruments than typical peers, with a small advisory team performing both portfolio management and compliance oversight.

Christopher Sternau is a CFP® professional with experience in accounting and financial services. He is currently an advisor at Altere Financial, LLC and a partner at Evans Sternau CPA LLC, an accounting firm based in The Woodlands, TX. His background includes roles at Andersen Tax and SG Business Services. Altere Financial, LLC provides financial planning, consulting, and wealth management services to individual and high-net-worth clients. The firm uses a tailored investment approach, combining independent managers and LPL model portfolios across various vehicles, and offers both discretionary and non-discretionary asset management.

Eric Johnson is a CFP® with nine years of industry experience, currently serving as a financial advisor at Roth Financial Partners LLC since 2017. His prior experience includes four years at KPMG LLP and several years with Raymond James Financial Services. Roth Financial Partners provides discretionary investment advisory services and financial planning to individuals, including high-net-worth clients, as well as business entities, trusts, estates, and state and municipal government clients. The firm focuses on customized portfolio management using a range of asset classes and accesses independent managers primarily through the Raymond James Consulting Services wrap program.

James Bailes Jr. is a CFP® and PFS™ credentialed advisor with 22 years of industry experience. He is a partner at Bailes Bates & Associates LLP, an accounting and tax planning firm, where he dedicates a majority of his time. He has also worked at Regal Investment Advisors LLC and currently serves as an advisor at Wealth Management Investment Advisors, LLC since 2014. Additionally, Bailes is a licensed independent insurance agent involved in life, health, disability, long-term care, and group benefits insurance. Wealth Management Investment Advisors, LLC serves individual and high-net-worth clients, trusts, small businesses, and churches, focusing on comprehensive financial planning and wealth management consulting. The firm advises on asset allocation and refers clients to third-party money managers, utilizing fundamental analysis, modern portfolio theory, and technical analysis without charging traditional percentage-of-AUM fees.