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.

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.

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.

Minh Vo is a financial advisor with Verus Financial Group in Sugar Land, TX, holding Series 63 and Series 65 licenses and 19 years of industry experience. His career includes roles at Cambridge Investment Research Advisors and MassMutual Life Insurance Company. Outside of advising, he owns a gym business and participates in a CPA team-based consultation model. Verus Financial Group serves individuals, pension and profit-sharing plans, and business entities, offering discretionary portfolio management, financial and estate planning, and access to private equity and alternative investments. The firm employs a strategy combining modern portfolio theory, automated rebalancing, tax-loss harvesting, and exposure to digital assets.

Haya Naaz Ukani is a financial advisor at Amijag Advisors LLC, holding a Series 65 designation with no prior industry experience. She has worked at Pendulum Watches Inc. since 2020 and was affiliated with the University of Houston from 2015 to 2023. Amijag Advisors LLC provides discretionary investment supervisory services primarily to institutional and corporate clients, including hedge funds, retirement plans, foundations, and endowments. The firm also offers financial planning, bookkeeping, and tax-preparation services, managing personalized, model-based portfolios with active allocation management and periodic rebalancing.

Anthony Daoheuang is a financial advisor at Verus Financial Group with four years of industry experience. He holds the Series 66 designation and has previously worked at Lux Advisor Group and MassMutual Greater Houston. Outside of advising, he owns Bench Press and Invest, an online platform offering free financial advice targeted at adolescents entering college. Verus Financial Group serves individuals, pension and profit-sharing plans, and business entities with discretionary portfolio management, financial and estate planning, and access to private equity and alternative investments. The firm employs modern portfolio theory combined with automated rebalancing and tax-loss harvesting, and integrates pension consulting with third-party manager relationships to offer specialized private opportunities.

Brett Cristiano is a financial advisor at Verus Financial Group with 13 years of industry experience. He holds the Series 66 designation and has worked at Mass Mutual Life Insurance Company since 2012. Cristiano is also a member of MassMutual’s Elite Resource Team, which focuses on outsourced cost segregation and tax reduction strategies. Verus Financial Group serves individuals, pension and profit-sharing plans, and business entities, offering discretionary portfolio management, financial and estate planning, pension consulting, and access to private equity and alternative investments. The firm combines modern portfolio theory with automated rebalancing and tax-loss harvesting, and employs strategies including digital asset exposure, options, margin, and securities-based lending.

Manan Atit is a financial advisor at OPPOQUEST with one year of industry experience. He holds a Series 65 credential and previously worked at Honeywell, Abbott, Netra Health, and Alcon. He is also the co-founder of Netra Health, a venture that invests in early-stage life science companies. OPPOQUEST provides investment management services to individual and business clients, focusing on portfolio management through separately managed accounts with multiple model strategies and customized mandates. The firm employs a bottoms-up fundamental analysis approach and incorporates various asset classes, including ETFs, ETNs, and option strategies, while offering performance-based fee options and held-away account support.

Taimur Qadir is a financial advisor at M&A Wealth with 22 years of industry experience. He holds Series 63 and 65 licenses and has worked previously at firms including Guardian Life and Brokers International Financial Services. In addition to his advisory role, he is involved in the sale of insurance and annuity products through P&C Life Insurance Agency, LLC. M&A Wealth provides financial planning and portfolio management primarily to individual and high-net-worth clients, using a combination of active and passive investment strategies tailored to client objectives. The firm also serves as adviser and affiliated sponsor to private pooled investment vehicles and offers in-house tax, accounting, and family-office services.

Michael Schiff is a financial advisor at Incomar Investments, LLC with 24 years of industry experience. He holds a Series 65 designation and has been with Incomar Investments, L.P. since 1994. Outside of his advisory role, he serves as president and director of Luxury Lodges, Inc., a mobile home and recreational vehicle park. Incomar Investments, LLC provides discretionary wealth and portfolio management primarily for high-net-worth individuals, trusts, estates, small businesses, and charitable organizations. The firm employs a strategic asset allocation approach combining fundamental and technical analysis and offers access to non-traditional investments and institutional platforms.

Paresh Jain is a financial advisor at OPPOQUEST with 13 years of industry experience. He holds a Series 65 designation and has worked at OPPOQUEST since 2013. Prior to that, he was affiliated with Texas Southern University for five years. OPPOQUEST provides investment management services to individual and business clients, focusing on portfolio management through a range of model strategies and customized mandates. The firm employs a bottoms-up fundamental analysis approach and incorporates diversified asset classes, including ETFs and options-based strategies.

Robert Cruces is a financial advisor at M&A Wealth with 13 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at several firms, including Brookstone Wealth Advisors and Gradient Advisors LLC. Outside of his advisory role, he is also involved in insurance sales through Standard Capital Financial. M&A Wealth provides financial planning and portfolio management primarily to individual and high-net-worth clients. The firm employs a variety of investment approaches tailored to client objectives and manages private pooled vehicles, including multi-asset and private-credit funds.

Chung Wu is a CFP® professional with 23 years of experience in financial advising. He has led Chung Wu Investment Group, LLC since 2014 and serves as the general partner and manager of CWIG Total Return Fund, LLC. Outside of his advisory work, he is also an insurance agent. Chung Wu Investment Group, LLC manages approximately $127 million for individuals, trusts, estates, and business entities, offering both discretionary and non-discretionary asset management and financial planning. The firm employs a combination of top-down macro analysis and bottom-up fundamental and technical analysis, with portfolios that may include ETFs, mutual funds, equities, alternative investments, and derivatives.

Elizabeth Soto Delgadillo is a CFP® with 38 years of experience in the financial industry. She is currently with Verus Financial Group and has previously worked at IFP Securities, Independent Financial Partners, and LPL Financial. In addition to her advisory role, she is an agent for life insurance, annuities, and long-term care products. Verus Financial Group serves individuals, pension and profit-sharing plans, and business entities, offering discretionary portfolio management, financial and estate planning, pension consulting, and access to private equity and alternative investments. The firm integrates modern portfolio theory with automated rebalancing and tax-loss harvesting, and employs strategies including digital assets, options, margin, and securities-based lending.

Dilip John is a financial advisor at M&A Wealth with a Series 65 credential and one year of industry experience. His prior roles include positions at Wells Fargo and JP Morgan Chase. He is also involved with P&C Life Insurance Agency, LLC. M&A Wealth provides financial planning and portfolio management primarily to individual and high-net-worth clients, utilizing a variety of investment approaches including internally developed model portfolios. The firm also serves as adviser and affiliated sponsor to private pooled investment vehicles and offers additional services such as retirement plan advice and educational workshops.

Milton Thiel Jr. is a CFP® professional with 23 years of industry experience, currently serving at Trinity Neches since 2016. He holds Series 63 and Series 65 licenses and participates as a board member for the Fort Bend County Toll Road Authority and the Fort Bend Grand Parkway Toll Road Authority. Trinity Neches offers discretionary private wealth management, financial planning, and corporate retirement plan advisory services to individuals, trusts, estates, charitable organizations, and businesses. The firm employs a blended investment process incorporating fundamental, technical, and cyclical analysis and manages customized portfolios on a discretionary basis aligned with client goals and risk tolerance.

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.

David Teel is a CFP® professional with 20 years of experience in financial advising. He has been with Sweetwater Financial Advisors, LLC since 2001. Sweetwater Financial Advisors, LLC manages approximately $95.6 million for about 208 clients through a two-advisor team. The firm serves individuals, including high-net-worth clients, as well as employer-sponsored retirement plans and government clients, offering discretionary portfolio management, financial planning, and 401(k)/pension consulting. Their investment approach uses model portfolios primarily composed of mutual funds, ETFs, and individual equities, combining fundamental and technical analysis with active management strategies.

Thomas Chen is a financial advisor at Chung Wu Investment Group, LLC with six years of industry experience. He holds a Series 65 credential and has been with Chung Wu Investment Group since 2019. Prior to this, he worked at Ztylus Inc. from 2015 to 2018. Outside of advising, Chen is involved in several family investment and equipment sales businesses as a general partner. Chung Wu Investment Group provides discretionary and non-discretionary asset management and financial planning services to individuals, trusts, estates, and business entities. The firm manages approximately $127 million across about 91 clients and utilizes a combination of macroeconomic, fundamental, and technical analysis, including the use of derivatives, to tailor investment strategies.