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.

Peter Catalano is the sole advisor at Catalano Financial in The Woodlands, TX, holding the ChFC® designation and Series 63 license with 21 years of industry experience. His background includes roles at Bni and First Advisors National, LLC, alongside operating Catalano Consulting and Insurance Services as a licensed insurance agent. Catalano Financial serves individuals, families, high-net-worth clients, business owners, trusts, retirement plans, and select organizations with a planning-first approach that integrates financial planning, portfolio management, and coordination with other trusted professionals. The firm employs diversified investment portfolios and offers a Strategic Wealth Partnership model that combines ongoing planning, implementation, and investment management.

Rachael Smith is a financial advisor at TopRac Financial LLC in Cypress, TX, holding the ChFC® designation and Series 65 license. She has one year of experience in financial advising, having joined TopRac Financial in 2025. Prior to her current role, she worked in various capacities at Independence Hydrogen, Cubic Corporation, and ExxonMobil Corporation. TopRac Financial LLC provides fee-only financial planning to individual clients, including high-net-worth individuals, primarily through virtual meetings and electronic communication. The firm focuses on written financial plans covering areas such as cash flow, retirement, tax strategies, estate considerations, and investment analysis, favoring long-term passive strategies and advising on a non-discretionary basis without managing client investment accounts.

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.

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.

Lorri Jefferson is a financial advisor at Vision Tech Financial Advisors with five years of industry experience. She holds a Series 65 designation and previously worked for 25 years at HP Inc. before founding her independent advisory firm. Vision Tech Financial Advisors serves individual clients with discretionary asset management and financial planning services, managing approximately $27.8 million across 78 client relationships. The firm uses client profiles and a mix of fundamental, technical, and charting analysis to guide investment decisions, employing various strategies including options and derivatives.

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.

Joel Diaz is the sole advisor at Anchored Wealth in The Woodlands, TX, with 18 years of industry experience. His background includes roles at First Horizon, Engrave Wealth Partners, and Capital One, as well as service in the United States Navy Reserves. He is a licensed insurance agent and president of an asset holding company. Anchored Wealth offers discretionary portfolio management and fee-based financial planning to a range of clients, including individuals, families, high-net-worth clients, trusts, estates, and private business owners. The firm employs a blended research approach based on Modern Portfolio Theory to construct diversified portfolios and manages specialized accounts such as 529 plan investments and annuity sub-accounts.

Daniel Ure is a financial advisor at Honor Wealth Management, LLC in Tomball, TX, with 15 years of industry experience. He holds Series 63 and Series 66 registrations and has worked at several firms, including Centaurus Financial, USA Financial Securities, and National Planning Corporation. Outside of his advisory work, he is a licensed attorney in Texas and participates as a laborer on an organic farm. Honor Wealth Management is an independent, state-registered advisory firm serving primarily individual and high-net-worth clients. The firm customizes portfolios based on client goals and employs a combination of fundamental, technical, and cyclical analysis across both long- and short-term strategies.

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.

Quenton Nolte is a financial advisor at Nytrx LLC in Cypress, TX, holding a Series 65 designation with five years of industry experience. He previously worked at IBM and PCPC Direct before founding Msgs Global Inc, an online portal for free learning and sharing, where he remains involved in development and marketing. Nytrx LLC provides web-based investment management to individual investors and consulting services to employer-sponsored retirement plans, using model-driven processes and Schwab’s iRebal platform for automated rebalancing and tax-loss harvesting. The firm combines fundamental, quantitative, and technical analysis to manage portfolios involving ETFs, stocks, and cash, operating primarily through electronic client interactions.

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.

Hi there! 👋 Allow me to introduce you to my firm, Wealth and Plan. First of all let's clear up the type of people that we do best work for: - High Earning Professionals and Families in Their 30's and 40's. __________ Now that we've got that out of the way, here's my best attempt at a "short" backstory: I decided to become a financial planner the day my parents were turned away by a financial advisor for not meeting the firm's underlying asset minimum. This led me to study Finance with a focus in personal financial planning at the University of Houston (Go Coogs!). While there, I ended up interning with the same company that turned my parents away... 🫠 After graduating college, I joined Merrill Lynch and hit my first crossroad: Do I go all in and become a financial advisor (at a young age of 22 😅), or do I learn the industry inside out before making the jump? __________ I chose the latter and invested the next 8 years split between Merrill Lynch, JPMorgan and a boutique financial planning firm, where I: - Became a CERTIFIED FINANCIAL PLANNER® - Served as the client service advisor for 300+ high and ultra-high net worth families - Served as the portfolio manager overlooking $200 million+ in client assets - Served as a financial planner, building 30+ comprehensive financial plans focused on retirement planning, investment planning, estate planning, and much more. __________ Then, in January 2026, I took a big leap of faith and left a steady paycheck, fully paid benefits, and a lucrative career that many dream of... In February 2026, Wealth and Plan was born with a simple goal in mind: - Make financial planning more approachable So, if you’re a young family or a professional in your 30’s or 40’s and think that finding a financial planner or advisor is a bit intimidating, we may be the right fit. We pride ourselves on three core values: - Education - Transparency - Real guidance WHILE you're building your wealth, not only after You can find a whole bunch more about us on our website: https://www.wealthandplan.com And, if you've made it this far and are unsure whether or not we’re the right firm for you, feel free to reach out! I’m always happy to chat. If we are not the right fit, that's okay. We are more than happy to recommend a different planner or provide some resources based on your situation 😊

Matthew Edgar is a CFA® charterholder with 14 years of industry experience. He is a principal of Edgar Investment Management, LLC in Houston, TX, and previously served as a managing partner at Edgar and Edgar CPAs LLC, providing accounting and tax services. Outside of his advisory work, he owns and manages a short-term rental business. Edgar Investment Management provides financial planning and discretionary portfolio management to individuals, including high-net-worth clients, as well as institutional and business portfolios. The firm’s investment approach centers on fundamental analysis and strategic asset allocation, incorporating tax considerations into portfolio construction and planning.

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.