Jerry Smith is a financial advisor with Portfolio Advisory Council, L.L.C. in Houston, TX, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has been with Portfolio Advisory Council and Cimarron since 1999. Portfolio Advisory Council, L.L.C. serves individual investors, corporations, pension and profit-sharing plans, Taft-Hartley plans, and charitable institutions by providing financial planning, retirement-plan consulting, and investment management. The firm uses a growth-and-income investment strategy with fundamental, technical, and cyclical analysis to construct individualized portfolios, generally managing accounts on a discretionary basis.

Jennifer Heerensperger is a financial advisor at Segment Wealth Management, LLC in Houston, TX, holding a Series 65 credential with two years of industry experience. She has been with Segment Wealth Management since 2011. Segment Wealth Management provides discretionary and non-discretionary investment management and retirement-plan consulting to individuals, business entities, and various institutional clients on a fee-only basis. The firm offers a range of ETF-based and actively managed strategies incorporating options and structured instruments for income and risk management, managing over $2.06 billion with a small advisory team.

Matthew Goff is a financial advisor with The Goff Financial Group in Houston, TX. He holds a Series 63 designation and has 13 years of industry experience. He has been an investment advisor with Matthew Goff Investment Advisor, LLC since 2008. The Goff Financial Group provides fee-only investment management and financial planning to individuals, high-net-worth clients, small businesses, and retirement plans. The firm manages approximately $674 million in assets, offering tailored portfolios built around clients’ objectives and risk tolerance, with investment options including equities, mutual funds, bonds, cash sweep vehicles, and limited use of options for hedging or income generation.

James Latiolais is a financial advisor with Lifestyle Wealth in Friendswood, TX, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. His prior roles include positions at FSC Securities Corporation and Cetera Advisor Networks. He is also a licensed independent insurance agent providing health and life insurance products. Lifestyle Wealth serves individuals, high-net-worth clients, retirement plans, trusts, corporations, and other registered investment advisers, offering portfolio management, financial planning, pension consulting, and sub-advisory services. The firm employs personalized investment strategies using a mix of proprietary and third-party models and provides ongoing portfolio monitoring and rebalancing.

Heath Hightower is a CFP® professional with 22 years of industry experience, currently serving at Financial Synergies in Houston, TX. He worked at Financial Synergies Wealth Advisors, Inc. from 2003 to 2004. Financial Synergies serves a diverse client base including individuals, retirement plans, trusts, charitable organizations, and businesses, offering investment management and financial planning services. The firm uses a diversified asset-allocation approach with an emphasis on no-load mutual funds and ETFs, and offers performance-based fee arrangements to eligible clients.

Lotte Optekamp is a financial advisor with Lifestyle Wealth, holding a Series 63 designation and over 26 years of industry experience. She has worked at several firms including Lifestyle Asset Management, Inc., Woodlands Wealth Management Group LLC, Shield Advisors Corp., FFP Advisory Services Inc., and Aegis Asset Management Inc. Additionally, Ms. Optekamp is a licensed insurance agent and occasionally offers insurance products to clients. Lifestyle Wealth serves individuals, high-net-worth clients, retirement plans, trusts, corporations, and other registered investment advisers. The firm provides portfolio management, financial planning, pension consulting, sub-advisory services, and issues a monthly market commentary, using a mix of proprietary and third-party models tailored to client suitability.

Michael Pumphrey is a CFP® professional with four years of experience at Tanglewood Total Wealth Management, Inc. Prior to joining the firm, he worked for seven years with Cypress Fairbanks ISD. He serves as a Peer Financial Counselor II at Kansas State University and is a volunteer NexGen Director for the Financial Planning Association of Houston. Tanglewood Total Wealth Management serves individuals, high-net-worth clients, and institutional and retirement-plan clients, offering discretionary portfolio management alongside wealth-planning services. The firm uses a customized, asset-allocation centered approach with mutual funds, ETFs, and individual bonds, and provides regular performance reporting to clients.

Cole Girouard is a financial advisor at The Clarus Group with a Series 65 designation and one year of industry experience. He has worked at The Clarus Group since 2022 and previously at Worldwide Express and Lamar University. The Clarus Group provides wealth management and discretionary investment management services to individuals, trusts, estates, businesses, and retirement plans, with a focus on customized investment models using ETFs, mutual funds, and other instruments. The firm also offers financial planning, retirement plan advisory services, and estate planning document generation, managing client portfolios either directly or through independent managers.

Vivekananda Kini is an advisor with Aegis Wealth Management, Inc. holding a Series 65 designation and no prior industry experience before joining. His work history includes roles at Gradient Advisors, LLC and a long-standing entrepreneurial venture with Vic2retirehappy.com. Aegis Wealth Management serves individual investors, including high-net-worth clients, institutions, and retirement plans by offering comprehensive financial planning, retirement and education savings analysis, and discretionary portfolio management through a multi-team advisor structure. The firm primarily manages portfolios via third-party sub-advisers and incorporates AI-based tools and direct indexing strategies in its offerings.

Cody Wainscott is a financial advisor at Endeavor Advisors, LLC in Houston, TX, holding a Series 65 designation with one year of industry experience. His prior experience includes roles at Stenger Family Office, Haynie & Company, LLP, and RSM US, LLP. Endeavor Advisors serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans with discretionary investment management, family office and wealth management, and financial planning. The firm employs primarily long-term investment strategies using a mix of individual securities, independent managers, and bonds, and operates a family office–style service model with a focus on continuous client contact.

Travis Zimmerman is a financial advisor with TIP Group LLC in Houston, TX, holding a Series 66 license and two years of industry experience. His prior roles include positions at Cetera and IMG Financial Group as well as service in the United States Air Force. He is also a licensed insurance agent for The Fitzpatrick Group. TIP Group LLC provides portfolio management and financial planning services to individuals, high-net-worth clients, and business entities, employing investment strategies based on fundamental analysis, modern portfolio theory, and technical analysis. The firm offers both discretionary and non-discretionary management along with a structured fee schedule and works with third-party managers when appropriate.

Jack Wiesen is a financial advisor at ICON Wealth Partners with six years of industry experience. He holds the Series 66 designation and has previous experience with firms including Purshe Kaplan Sterling Investments and Morgan Stanley. Wiesen is dually registered with Icon Wealth Partners and Purshe Kaplan Sterling Investments. ICON Wealth Advisors provides wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and ERISA plans. The firm employs a primarily long-term investment approach using low-cost ETFs, fundamental and technical analysis, and customized portfolio allocations based on client goals and risk tolerance.

Trevor Harris is a financial advisor at Arkos Global Advisors, LLC with five years of industry experience. He holds a Series 65 designation and has worked at Archetype Wealth Partners, LLC, Micah Project, Memorial Drive Presbyterian Church, and Wilson Company. Arkos Global Advisors serves individuals, trusts, estates, charitable organizations, and business entities by providing financial planning, consulting, and portfolio management services. The firm combines comprehensive planning with discretionary investment management, using a mix of fundamental, technical, and quantitative analysis to tailor portfolios and conducts ongoing monitoring and periodic client reviews.

David Collins is a Series 65-licensed financial advisor with five years of industry experience. He is currently with WealthCare Financial Group, Inc. and has prior experience at Sequent Planning, LLC and National Empowerment Financial Group. Outside of advising, he is a co-owner of ACDC Victory LLC, a real estate business. WealthCare Financial Group serves individuals, families, business owners, non-profits, and retirement plan sponsors. The firm offers financial and retirement planning, portfolio management, and pension consulting, utilizing a structured investing approach based on diversified, customized portfolios and long-term strategies.

Ian Hurwitz is the president of Hurwitz Associates, Inc. in Houston, TX, where he has worked since 2004. He holds Series 63 and Series 65 credentials and has 44 years of industry experience. Hurwitz is also licensed in insurance and provides insurance services as needed. Hurwitz Associates, Inc. manages discretionary and non-discretionary portfolios primarily for individual and high-net-worth clients, focusing on asset allocation with a long-term, low-turnover approach. The firm emphasizes client participation in setting objectives and offers investment strategies based on Modern Portfolio Theory, incorporating individual securities, ETFs, and international market exposure.

William Lovering is a financial advisor at Inscription Capital, LLC with three years of industry experience. He previously worked at BvB & Partners and Gonet & Cie. Inscription Capital serves individual clients, including high net worth individuals, as well as institutional entities such as family offices, trusts, estates, and private foundations. The firm manages approximately $1.56 billion in client assets, offering holistic financial planning, portfolio management, retirement plan advisory services, and standalone family office services through a personalized, committee-driven investment process.

Pablo Carrillo is a financial advisor with Finamex Asset Management, LLC in Houston, TX, holding a Series 66 credential and two years of industry experience. He has worked extensively within the Finamex group, including Casa de Bolsa Finamex, where he serves as manager of investment banking structuring. Carrillo is also the sole investment advisor and beneficiary of a family trust. Finamex Asset Management, LLC provides portfolio management, financial planning, and consulting services primarily to high-net-worth individuals in Mexico, along with institutional clients such as pension funds and businesses. The firm employs a combination of Modern Portfolio Theory, tactical asset allocation, and rule-driven strategies, with a majority of assets managed on a non-discretionary basis requiring client authorization for trades.

Luke Jander is a financial advisor at TIP Group LLC with three years of industry experience. He holds a Series 65 designation and has worked with multiple carriers providing life and disability insurance, including Fixed Index Annuities, for which he receives commissions. Prior to joining TIP Group in 2022, he worked at ASGN and Texas A&M. TIP Group LLC offers portfolio management and financial planning services to individuals, high-net-worth clients, and business entities. The firm uses a combination of fundamental analysis, modern portfolio theory, and technical analysis to inform investment decisions and provides both discretionary and non-discretionary management.

Brian Everett is a CFP® with 42 years of experience in financial advisory services. He is currently with Lifestyle Wealth and has a long career history including roles at Cetera and First Allied Advisory Services. Everett also serves as a trustee for individual living trusts and engages in financial planning consulting and fixed insurance activities through his own firm, Everett Financial Group. Lifestyle Wealth serves individuals, high-net-worth clients, retirement plans, trusts, corporations, and other registered investment advisers. The firm offers discretionary and non-discretionary portfolio management, financial planning, pension consulting, and sub-advisory services, employing personalized investment strategies and a mix of analytical approaches.

Set Carpintero is a CFP® with nine years of experience in financial advisory. He is currently with Financial Synergies and previously worked at Hightower Advisors, Resource Consulting Group, Vintage Financial Services, and Seabridge Wealth Management LLC. Financial Synergies serves individuals, retirement plans, trusts, estates, charitable organizations, and businesses, offering both discretionary and non-discretionary investment management alongside written financial planning. The firm uses a diversified asset-allocation approach primarily involving no-load mutual funds and ETFs, with options for individual securities and digital assets, and is notable for offering performance-based fee arrangements to eligible clients.