Jesus Marquez is a CFP® with 10 years of industry experience and is the sole advisor at EZ Financial Group Inc. in Pearland, TX. He has been with EZ Financial Group since 2015 and also maintains a separate tax practice as an Enrolled Agent preparing and filing returns for individuals and businesses. EZ Financial Group provides ongoing asset management and modular financial planning for individuals, trusts, estates, corporate retirement plans, and small businesses. The firm typically manages both discretionary and non-discretionary accounts using a passive portfolio construction approach with index mutual funds and ETFs, complemented by fundamental, technical, cyclical, and charting analyses.

Frederick Fogarty is the principal of Fogarty Wealth Management, Inc. in Missouri City, TX, holding a Series 66 designation with 24 years of industry experience. He has been operating his own businesses since 2001 and has held roles at Fogarty Financial Services and Next Financial Group Inc. Outside of advisory work, he serves as president and treasurer on local homeowners association boards. Fogarty Wealth Management provides discretionary asset management, variable annuity management, financial planning, and consulting services. The firm serves individual investors and qualified retirement plans, applying fundamental and cyclical analysis within a client-tailored advisory process that includes pension consulting and ERISA plan support.

Nita Singhal is a financial advisor at New Day Wealth Management, LLC with 10 years of industry experience. She holds a Series 66 designation and has previously worked at firms including MML Investors Services, LLC, MassMutual Life Insurance Co, and MetLife Securities Inc. Outside of her advisory role, she is a passive owner of a software-related consultancy business. New Day Wealth Management, LLC provides fee-based portfolio management and financial planning primarily for individuals, families, trusts, estates, and small businesses. The firm employs a long-term, conservative growth strategy using tactical asset allocation and favors low-cost, no-load mutual funds, while maintaining a primarily non-discretionary asset base.

James McClellan is a CFP® and Series 65-licensed financial advisor with 12 years of industry experience. He is the sole advisor at James G. McClellan CPA, a firm he has owned since 1983, providing professional accounting and tax services. The firm offers financial planning and investment management to individuals, trusts, and private foundations on a fee-only basis, with a focus on fundamental security and fund analysis and a generally long-term investment approach. It is notable for combining established CPA services with investment advisory work, often serving clients with both accounting and investment needs.

Wesley Bales is the sole advisor at Wesley Owen Bales Investment Advisory Service in Sugar Land, TX, holding Series 63 and Series 65 credentials with 22 years of industry experience. He has operated his independent advisory firm since 2000. Wesley Owen Bales Investment Advisory Services Inc. provides fee-only portfolio management and advisory services primarily to individual and high-net-worth clients, offering both discretionary and non-discretionary strategies without a firmwide account minimum. The firm employs a blend of fundamental, technical, and cyclical analysis, implementing long- and short-term strategies including margin transactions and option writing, with an emphasis on concentrated equity positions for aggressive accounts and bond allocations for conservative accounts.

Arnaud Cocquerel is a financial advisor at Savile Private Wealth LLC with a Series 65 designation and one year of industry experience. His prior roles include positions at Asteria Insight LLC, Mauritius Commercial Bank, BNP Paribas, Euronext, and Enedis. Savile Private Wealth LLC provides investment advisory and family office services to a diverse client base, including high-net-worth individuals, institutional clients, and retirement plans. The firm employs fundamental analysis and a long-term investment approach, offering customized discretionary and non-discretionary strategies, as well as financial and estate planning services.

Sonny Blanchard is a CFP® professional with five years of industry experience, currently serving as the sole advisor at Angelus Wealth, LLC in Sugar Land, TX. He has held roles at Titan Wealth Management, Titan Tax, Titan CFO, and previous firms including Blanchard Wealth Partners and Heritage Wealth Management. Outside of investment advisory, he is the Principal of Titan Tax and Titan CFO, providing tax preparation, planning, accounting, and business consulting services. Angelus Wealth is a faith-oriented wealth management firm serving individuals, families, trusts, estates, charitable organizations, and small business owners. The firm offers comprehensive wealth management and financial planning services, integrating Biblical principles and primarily employing passive investment strategies with low-cost, diversified mutual funds and ETFs.

Frederick Hanish is an independent financial advisor with Old Drake, LLC, holding Series 63 and Series 65 licenses and 37 years of industry experience. His work history includes roles at multiple firms such as Republic Wealth Advisors, Mercer Global Advisors, and FP Transitions. Outside of his advisory work, he is involved in a farmland business as a land agent with Midwest Land Group, LLC. Old Drake serves individual clients primarily through consulting and referral arrangements rather than managing client accounts directly. The firm offers macro consulting, portfolio coaching, land acquisition and development guidance, and risk-control coaching, focusing notably on strategies involving U.S. farmland and timberland as part of income and diversification planning.

Frank Lieggi is a financial advisor at Domani Investments Inc. with 25 years of industry experience. He holds a Series 66 designation and has worked at Domani Investments since 2022. Outside of his advisory role, he teaches college courses at Fort Bend Christian Academy. Domani Investments Inc. is an independent registered investment adviser managing approximately $8.4 million across 19 client accounts. The firm serves individuals, personal trusts, IRAs, and institutional clients, focusing on discretionary investment management and financial planning. Portfolios are primarily constructed with exchange-traded funds emphasizing diversification and tailored to clients’ specific financial situations.

Theodore Koinis is a CFP® professional with 26 years of industry experience, currently serving as the sole advisor at Helios Wealth Advisors, LLC since 2005. Based in Pearland, TX, he holds Series 63 and Series 66 licenses. Koinis also manages the operations of Silver Pear 518 Business Park, Ltd., where he oversees budgeting and maintenance. Helios Wealth Advisors is an independent firm providing discretionary investment management, financial planning, and retirement-plan consulting to individuals, trusts, charitable organizations, and pension plans. The firm employs a strategic asset allocation approach with actively managed mutual funds and diversified asset classes, reviewing accounts quarterly and tailoring portfolios to client objectives.

Bilal Aquil is a financial advisor at Momentum Financial Strategies, LLC with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at AE Wealth Management, LLC and Regal Investment Advisors LLC. Outside of his advisory role, he is the founder of a computer hardware design company and a home building firm, and he serves as secretary for a basketball summer camp for youth. Momentum Financial Strategies, LLC is an independent advisory firm providing portfolio management to individuals and consulting services to pension and profit-sharing plans. The firm employs a blend of cyclical, fundamental, modern portfolio theory, and technical analysis, offering mostly non-discretionary asset management along with formal pension plan consulting.

Benjamin Swan is a CFA® charterholder with 13 years of industry experience. He is the principal of Svane Capital, LLC, an independent advisory firm based in Sugar Land, TX, where he has worked since 2015. His prior work experience includes roles at Torch Securities, Winrose Surveying & Land Services, Exacta Land Surveyors, BSC Forensic Services, and Alpine Intel Commercial Solutions. Outside of his advisory work, he serves as treasurer of Swan Farms, LLC, a family farm. Svane Capital provides portfolio management services primarily to individual and high-net-worth clients, using personalized Investment Policy Statements to guide investment decisions. The firm employs a combination of technical, fundamental, and quantitative analysis methods and manages client assets internally with both long-term and short-term trading strategies.

Gary Kinder is a financial advisor at Wealth Architects, LLC with 39 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to founding Wealth Architects, he was involved with Gradient Wealth Management and Gradient Securities. In addition to his advisory work, Kinder owns CPA Advisory Network, which provides marketing services to CPA firms seeking to establish financial services divisions. Wealth Architects, LLC is a fee-based financial planning firm serving individual and high-net-worth clients through fixed-fee plans, educational seminars, and co-advisory arrangements with third-party money managers. The firm acts as an adviser and referral source, utilizing a third-party platform that employs modern-portfolio asset allocation and discretionary trading, while Wealth Architects supports client onboarding and periodic reviews.

Darvon Webb is a financial advisor at Retirement Solutions with 25 years at the firm and 11 years of industry experience. He holds Series 63 and Series 65 licenses. Webb also sells life, health, and variable insurance products, dedicating up to half of his time to insurance-related business. Retirement Solutions is an independent, fee-based advisory firm serving primarily individual clients with portfolio management and tailored financial plans. The firm employs both fundamental and technical analysis, manages approximately $12.6 million across about 45 clients, and integrates insurance-policy reviews into its financial planning.

James Crawford Jr. is a financial advisor at JHM Asset Management, LLC with 19 years of industry experience. He holds Series 63 and Series 66 designations and worked previously at Fruth Investment Management for seven years before joining JHM Asset Management in 2018. JHM Asset Management is an independent registered investment adviser that offers discretionary investment management and consulting services primarily to individual and high-net-worth clients, as well as corporate plan participant accounts. The firm creates tailored, long-term investment plans using fundamental, technical, and cyclical analysis and is notable for actively servicing corporate accounts through an outsourced platform.

Cody Garrett is a CFP® professional with seven years of industry experience, currently operating as the sole advisor at Measure Twice Financial LLC. He previously worked at Legacy Asset Management, Inc. and spent seven years at St. Luke's United Methodist Church. Garrett also owns two educational websites that provide financial planning content for the public and other advisors. Measure Twice Financial LLC offers fee-only financial planning services to individuals, high-net-worth clients, and corporations through comprehensive written plans and hourly engagements. The firm does not manage client assets directly and uses various investment analysis methods within a modern portfolio theory framework, focusing on passive strategies.

Jeffrey Feinberg is a financial advisor at Incomar Investments, LLC with 25 years of industry experience. He holds Series 63 and Series 65 designations and has been with Incomar Investments, L.P. since 1994. Outside of his advisory role, he serves as a director and secretary for Luxury Lodges, Inc., a mobile home and recreational vehicle park. Incomar Investments, LLC provides discretionary wealth and portfolio management primarily for high-net-worth and individual clients, as well as trusts, estates, small businesses, and charitable organizations. The firm employs a strategic asset allocation approach that combines fundamental and technical analysis and offers access to non-traditional and non-public investments through institutional platforms.

Andrew Hauch is a financial advisor at Increase Consultants LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Increase Financial, LLC since 2016, including a two-year period at LPL Financial, LLC. Increase Consultants provides investment advisory and financial planning services to individuals, trusts, not-for-profit plans, endowments, corporations, and a registered investment company. The firm employs a customized, long-term, and globally diversified investment approach involving fundamental analysis and multi-step portfolio management, serving clients with family-office style reporting and various investment vehicles.

Binglin Li is a Series 65-licensed financial advisor at Linden Rose Investment LLC with 10 years of industry experience. He has been with Linden Rose Investment since 2016. Linden Rose Investment LLC provides discretionary investment management to individuals, qualified retirement plans, trusts, small businesses, and serves as investment adviser to a pooled private investment vehicle. The firm follows a value-oriented, concentrated equity strategy focused on long-term capital preservation and typically manages high-conviction portfolios with performance-based arrangements for qualified investors.

Pratik Shah is a CFA® charterholder and holds a Series 65 license with 11 years of industry experience. He has been with Amijag Investment Managers LLC since 2012 and is also involved as a business research analyst and director at related entities Amijag Inc. and Amijag USA Inc. Amijag Investment Managers LLC provides discretionary and non-discretionary investment supervisory services primarily to institutional and business clients, including hedge funds, corporations, retirement plans, foundations, and endowments. The firm also offers financial planning, bookkeeping, and tax advisory services to individuals and families, managing a private hedge fund and employing active portfolio management with model strategies and alternative investment allocations.