Amit Ganju is a financial advisor at Balai Lagai Wealth Management in Sugar Land, TX, holding a Series 65 credential with one year of industry experience. He has worked at Willis Towers Watson and operated as a self-employed professional prior to founding his current firm. Balai Lagai Wealth Management serves individual and high-net-worth clients with discretionary portfolio management, using a diverse range of investment strategies including fundamental, quantitative, technical, cyclical analysis, and modern portfolio theory. The firm offers a broad investment universe and employs both long-term and short-term trading tactics, including options strategies, operating on a discretionary basis with specified custodians.

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.

Rachel Harris is a financial advisor at Harris Financial Consulting, PLLC with six years of industry experience. She holds Series 63 and Series 65 credentials and previously worked at Primerica Advisors and Primerica Financial Services. Outside of finance, she operated the Rachel Harris Music Studio for eight years. Harris Financial Consulting provides financial planning, portfolio advisement, retirement planning, philanthropic investment advice, financial document drafting, and educational seminars to retail and institutional clients. The firm follows a non-discretionary, fee-only approach based on Modern Portfolio Theory and behavioral finance, emphasizing diversified long-term strategies and client engagement.

Michael Goodrich is the sole advisor at Goodrich Financial Advisory LLC in Santa Fe, TX. He holds a Series 65 designation and has three years of industry experience. Prior to founding his firm in 2022, he served 15 years in the United States Air Force. Goodrich Financial Advisory provides portfolio management and financial planning services to individuals, including high-net-worth clients, as well as small- and medium-sized businesses and their owners. The firm employs a discretionary management approach based on client-specific Investment Policy Statements and combines fundamental, quantitative, and technical analysis in its investment process, while also offering business-focused financial planning and analysis services.

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.

Jason Leder is the sole advisor at Leder Fiduciary Capital LLC in Bellaire, Texas, holding the CFA® designation and Series 63 license with 23 years of industry experience. He founded Leder Fiduciary Capital LLC in 2016 and has managed the firm since then. Outside of his advisory role, he owns a rental property for which he handles management tasks. Leder Fiduciary Capital LLC is an independent, solo-registered investment adviser serving individuals, charitable organizations, foundations, trusts, and businesses. The firm offers customized portfolio management and financial consulting, focusing on low-cost, passive investments and tax efficiency, while managing assets for both individual and institutional clients.

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.

Thomas Till is a financial advisor with APPS Wealth Management, Inc. in Friendswood, TX, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has been with APPS Wealth Management since 2017 and also owns Compass Tax Solutions, a local tax preparation business. Till has a background that includes roles at Investment Advisors, Life Planning Solutions, Inc., Proequities, Inc., and APPS Financial Group, Inc. APPS Wealth Management is an independent advisory firm that provides financial planning and investment advice primarily to individual clients. The firm refers clients to third-party money managers for portfolio management and custody, assisting with onboarding and monitoring without exercising discretionary trading authority.

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.

Biniam Keleta is the president and sole advisor at Westcenter Advisors Ltd, based in Houston, TX, with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has held positions at firms including Royal Fund Management, LLC and IMS Financial Advisors, Inc. Outside of his advisory role, he owns and operates an insurance agency, Westcenter Financial, Inc. Westcenter Advisors Ltd provides discretionary investment management, retirement-plan advisory services including ERISA 3(21) and 3(38) roles, financial planning, and public seminars. The firm serves individuals, high-net-worth clients, corporations, non-profits, and employer retirement plans, offering customized investment programs and educational workshops alongside flexible financial planning options.

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.

Cody Garrett is a CFP® and Series 65 credentialed financial advisor with six years of industry experience. He is the owner of Measure Twice Financial LLC and previously worked at Legacy Asset Management, Inc. He also spent seven years at St. Luke's United Methodist Church. Outside of his advisory role, Garrett operates two educational websites offering financial content for the public and other advisors. Measure Twice Financial LLC provides fee-only financial planning services to individuals, high-net-worth clients, and corporations. The firm offers comprehensive written plans and hourly planning engagements without ongoing portfolio management, applying fundamental, technical, cyclical, and charting methods alongside modern portfolio theory and passive strategies.