Justin Singletary is a financial advisor with Quiver Financial Holdings LLC in Katy, TX, holding Series 63 and Series 65 credentials and possessing nine years of industry experience. His work history includes roles at American Trust Investment Services, WestPark Capital, World Financial Group, and Transamerica Financial Advisors. He also serves as Director of Business Development for Quiver Financial, Inc. Quiver Financial Holdings serves individual and high-net-worth clients, investment companies, and corporations by providing portfolio management, financial planning, consulting, and managed account services. The firm offers a subscription newsletter focused on macro commentary and employs a diversified investment approach tailored to clients’ objectives, time horizons, and risk tolerances.

Samuelson Drumond is a CFP® with eight years of industry experience, currently serving at Drumond Wealth Management. His prior roles include positions at Sovereign Wealth Advisors LLC, LPL Financial, Edward Jones, Drumond Associates, and Santander Bank N.A. Outside of his advisory work, he is an independent insurance producer. Drumond Wealth Management offers fee-based investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a tactical allocation strategy using fundamental, technical, and cyclical analysis across diverse instruments and operates a wrap fee program that integrates advisory and execution services.

Craig Narum is a CFP® professional with 23 years of industry experience. He has been with Trisperity Advisors, LLC since 2007 and also serves as an adjunct consultant at Qittitut Consulting LLC, focusing on growth strategy facilitation, business process redesign, and financial modeling. Trisperity Advisors provides fee-only financial planning and investment management services to individuals, trusts, estates, charitable organizations, and small businesses. The firm emphasizes strategic asset allocation and global diversification, managing approximately $283.7 million across about 266 clients, primarily on a discretionary basis.

Jeffrey Mcculloch is a CFP® with 12 years of industry experience, currently serving as an advisor at Trisperity Advisors, LLC since 2017. Prior to this, he worked at Ameriprise Financial Services, Inc. from 2013 to 2017. He also holds a trustee role in fiduciary activities since 2014. Trisperity Advisors provides fee-only financial planning and investment management to individuals, trusts, estates, charitable organizations, and small businesses. The firm emphasizes strategic asset allocation and global diversification, managing approximately $283.7 million primarily on a discretionary basis.

James Donewald is the sole advisor at CRIS Capital, Ltd. in Katy, Texas, holding a Series 65 designation with 15 years of industry experience. He has been associated with CRIS Capital, Ltd. since 2008 and with CRIS Financial since 2012. Outside of his advisory role, Donewald is a licensed insurance agent and partner at CRIS Financial. CRIS Capital, Ltd. provides portfolio management services to individual clients, creating personalized Investment Policy Statements that address goals, time horizons, and risk tolerance. The firm employs fundamental analysis and modern portfolio theory with a long-term trading approach, delegating trade execution to a third-party subadvisor while maintaining discretionary oversight.

Chris Liebum is a financial advisor at Ronald A. Bartlett & Associates, Ltd. with 21 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Strategic Financial Concepts, SPJST, and Farmers Insurance Group. Outside of advising, he owns an insurance agency and is a co-author of a book available on Amazon. Ronald A. Bartlett & Associates, Ltd. serves individual clients, trusts, estates, and unions, focusing on retirement planning through discretionary asset management and financial consulting. The firm emphasizes a fundamental-analysis and asset-allocation approach, offering tailored advice on insurance products alongside traditional investments.

Melissa Perez Leblanc is a financial advisor at Anchor & Oak Wealth Advisors, LLC with six years of industry experience. She holds Series 65 and Series 66 licenses and previously worked at Girard Securities and Global Investment Advisory. Leblanc is also the owner of Leblanc Wealth Management Group, an investment-related business. Anchor & Oak Wealth Advisors, LLC provides discretionary portfolio management to individuals and advisory and pension consulting services to employee benefit plans, using model portfolios and third-party managers as part of its investment approach.

Michael Saenz is a financial advisor at Drumond Wealth Management with two years of industry experience. He holds the Series 66 designation and previously worked at Stirlingshire Investments and United Planners. Outside of advisory work, Saenz is employed as a data scientist in the oil and gas terminal sector. Drumond Wealth Management provides fee-based investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a tactical allocation approach using fundamental, technical, and cyclical analysis across diverse instruments and manages most assets on a non-discretionary basis.

Mercedes Barker is a financial advisor at Equilibria Wealth Management, LLC with 19 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked with firms including Cetera Advisor Networks and Summit Financial Group. In addition to her advisory role, Barker owns Your Divorce Financial Analyst, a business providing divorce settlement mediation services, and Equilibria Earth, which manufactures fruit compotes. Equilibria Wealth Management manages approximately $130 million for around 115 clients, offering discretionary asset management and financial planning to individuals, estates, corporations, and other entities. The firm’s investment approach includes model portfolios with diversified allocations across equities, fixed income, REITs, and commodities, employing both fundamental and technical analysis with a focus on low turnover and risk management.

Richard Rainey is a financial advisor with Capital Management Advisors LP in Houston, TX, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He is the founder and CEO of Capital Management Advisors GP, LLC and Capital Management Advisors LP, where he has worked since 2005. Outside of investment advisory, he is also an insurance agent specializing in life and long-term care products and operates a business consulting practice focused on reviewing business plans. Capital Management Advisors LP provides fiduciary investment consulting, portfolio design, and continuous asset management to individuals, families, trusts, retirement plans, and select pooled-vehicle investors. The firm employs a values-based, family-centered consultative process with long-term, passively oriented asset-class portfolios, supplemented by selected alternative investments and supported by macroeconomic, fundamental, and technical analysis.

Al Devji is an investment advisor representative at Kruse Asset Management, LLC with 32 years of industry experience. Prior to joining Kruse Asset Management in 2025, he worked at Kestra Advisory and KESTRA Investment SERVICES, LLC for nearly a decade. In addition to his advisory role, Devji owns and operates an insurance business focused on health, property, and casualty insurance. Kruse Asset Management serves individuals, trusts, estates, family offices, charitable organizations, and business entities, offering discretionary and nondiscretionary portfolio management along with comprehensive financial planning. The firm employs a blend of Modern Portfolio Theory, proprietary quantitative equity models, and third-party tools to construct and monitor diversified portfolios, incorporating technical indicators, options, and structured products in its investment approach.

John Moore is a financial advisor with Equilibria Wealth Management, LLC in Katy, TX, holding Series 63 and Series 65 licenses and 42 years of industry experience. He has worked at firms including Cetera Advisor Networks LLC and Summit Financial Group Inc. Outside of financial advising, he is involved in manufacturing fruit compotes through Equilibria Earth, dba Fruit and Me, and is a realtor and owner at Gabrianna LLC dba Gabrianna Realty. Equilibria Wealth Management manages approximately $130 million for around 115 clients, offering discretionary asset management and financial planning to individuals, estates, corporations, and other entities. The firm utilizes model portfolios combining fundamental and technical analysis with modern portfolio theory, featuring explicit, relatively concentrated security weightings and allocations to inflation-protected fixed income and gold.

Garrett Pool is a financial advisor with Access Financial Group, LLC in Katy, TX, holding a Series 66 designation and 12 years of industry experience. He previously worked at Edward Jones for eight years before joining Access Financial Group in 2021. Outside of his advisory role, Garrett referees high school basketball games with the Fort Worth Basketball Officials Association. Access Financial Group provides discretionary asset management and financial planning to individuals, charitable organizations, and small businesses. The firm manages approximately $39.3 million for about 163 clients, tailoring portfolios using a combination of fundamental and technical analysis and offering regular account reviews and updated financial plans.

Sheldon Black is a CFP® professional at Franklin, Parlapiano, Turner & Welch LLC with two years of industry experience. He has held multiple roles within the firm and previously worked at Mariner. Outside of his advisory duties, he serves as treasurer for the Tanglewilde Civic Club in Houston, where he is involved in organizing activities and bookkeeping. Franklin, Parlapiano, Turner & Welch LLC advises high-net-worth individuals, trusts, and estates, providing fee-only asset management and comprehensive financial planning. The firm uses a structured client intake process and fundamental analysis to manage assets across a range of model portfolios, typically on a discretionary basis.

Quincy Caldwell is a financial advisor with Empirikal Partners LLC, holding a Series 66 designation and 14 years of industry experience. His prior roles include positions at Supreme Alliance LLC and PlanMember Securities Corporation, and he has been self-employed since 2010. Caldwell serves as treasurer on the board of Old Danville Shepardhill Cemetery. Empirikal Partners LLC provides discretionary asset management, retirement-plan advisory, and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm manages approximately $87.5 million for nearly 200 clients, employing a tailored investment approach that includes fundamental analysis, long-term holdings, and discretionary trading.

Didya Bianchi is a financial advisor at Encompass Advisory Services, LLC with eight years of industry experience. She holds a Series 66 designation and has worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated prior to joining Encompass. Outside of her advisory role, she owns and manages Bianchi Home Inspections and is involved in real estate brokerage through Venture Realty LLC. Encompass Advisory Services is a state-registered investment adviser serving individuals, retirement plans, trusts, estates, charitable organizations, and business clients. The firm provides financial planning, consulting, investment management, and estate-document facilitation, tailoring portfolios across various securities and offering both discretionary and non-discretionary management.

Conor Renn is a financial advisor at WBH Advisory, Inc. with three years of industry experience. He holds the Series 65 designation and previously worked at Baldwin Investment Management, LLC for seven years. WBH Advisory provides discretionary investment management and financial planning services to individuals, trusts, retirement plans, nonprofit organizations, and business entities. The firm emphasizes tailored portfolios combining equities, fixed income, mutual funds, and ETFs, with a focus on long-term equity holdings supported by fundamental analysis and cyclical allocation strategies.

Nathan Dagley is a financial advisor with Encompass Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with Encompass Advisory Services since 2016 and has extensive experience in insurance through his roles at Dagley Insurance Agency and related entities. Outside of his advisory role, Dagley is involved in managing a youth sports club and has founded a safe driving mobile app. Encompass Advisory Services is a state-registered investment adviser serving individuals, retirement plans, trusts, estates, charitable organizations, and businesses. The firm provides tailored financial planning, investment management, and estate-document facilitation, utilizing fundamental, technical, and cyclical analysis across a range of investment vehicles and offering both discretionary and non-discretionary management options.

Derek Sensenig is a CFP® and ChFC® with 15 years of experience in financial advising. He is currently with Encompass Advisory Services, LLC and has held previous roles at Kansas State University, The Leaders Group Inc, AE Wealth Management, and Roberts Wealth Management. He teaches masters and PhD level courses at Kansas State University and has published peer-reviewed articles for various journals. Additionally, he provides consulting services for a Porsche North America road race team. Encompass Advisory Services is a team-based registered investment adviser serving individuals, business entities, retirement plans, trusts, and charitable organizations with a range of financial planning, investment, and wealth management services. The firm uses fundamental, technical, and cyclical analysis to construct portfolios and offers both discretionary and non-discretionary management, along with estate-document facilitation and insurance products through licensed agents.

Victor Morales Blandon is a Series 65-licensed advisor with RWM Capital, LLC, holding one year of industry experience. His prior roles include positions at Northwestern Mutual and several automotive-related companies. He also provides insurance planning services as an independent insurance agent. RWM Capital, LLC (Roberts Wealth Management) serves individual and high-net-worth clients, offering comprehensive financial planning and discretionary investment management. The firm uses tailored asset allocations with model portfolios and third-party advisers, supported by algorithmic tools and a multi-office structure managing approximately $222 million in assets.