Julie Orser Odermatt is the sole advisor at Orser Investment Advisors, Inc., an independent firm based in Houston, TX. She holds a Series 63 designation and has 32 years of industry experience, having founded and led the firm since 1994. Orser Investment Advisors is a fee-only fiduciary investment adviser serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs a strategic asset allocation approach with periodic rebalancing, utilizing a mix of equity and bond ETFs alongside actively managed funds, and provides portfolio management services uncommon for a single-advisor firm.

“A goal without a plan is just a wish.” - Antoine de Saint-Exupery I founded WorthWise Financial Partners because I believe that everyone needs a financial plan. We specialize in helping young and mid-career families of all shapes and sizes juggle saving for college and retirement while living a full life along the way. We welcome families just starting to build wealth and enjoy helping LGBTQ families navigate their unique challenges. I am a CERTIFIED FINANCIAL PLANNER® professional, and a Project Management Professional® with a degree in Economics and English from Rice University. Prior to founding WorthWise, I worked at Aon Hewitt for over 20 years working with large companies to help their employees protect their families and achieve financial goals through retirement and insurance programs. As I talked with friends and neighbors with growing families I recognized the challenges they faced juggling competing financial priorities. I also observed the missteps they often took through lack of the time or knowledge to successfully navigate their financial lives and the perception that financial planning was just for the already wealthy. I am now putting my decades of experience to work helping families turn their hopes and dreams into achievable goals! I have two kids in college and live with my husband in Houston, Texas. I serve clients virtually across the U.S. and currently have clients in 11 states. When I'm not financial planning or reading about financial news and trends, I enjoy cooking, wine, gardening, and SCUBA diving. I look forward to meeting with you to discuss how we can bring financial peace of mind and confidence to you and your family and help you live the life you envision!

Rodney Schulz is the sole advisor at Schulz Financial, LLC in Houston, TX, holding a Series 66 credential with 21 years of industry experience. He has led Schulz Financial since 2003. Outside of his advisory role, Schulz serves as an independent consultant instructor, teaching oil and gas professionals about economics and uncertainty in the sector. Schulz Financial provides discretionary asset management and financial planning services primarily to technically and financially sophisticated individuals, including high-net-worth clients. The firm applies Modern Portfolio Theory with academic factor models and economic stress testing, maintaining a high-touch review process tailored to quantitatively oriented clients.

Geoffry Oshman is the sole advisor at Geoffry H. Oshman, CFP, an independent advisory firm based in Houston, TX. He holds the CFP® designation and has 7 years of industry experience, operating his own practice since 2008. Outside of advising, he serves as the Director of Music at Creative Life Spiritual Center in Spring, TX, where he works as a pianist and program director. The firm provides discretionary portfolio management and financial planning services to individuals, trusts, corporations, and small businesses. It manages approximately $14.6 million in client assets, using low-cost mutual funds and a combination of long-term and shorter-term investment strategies tailored to client goals and risk tolerance.

Tyler Hunt is a CFA charterholder and the sole advisor at MyFi Wealth Management, LLC with four years of industry experience. Prior to founding his firm, he worked at JPMorgan Chase and PSN Affiliates. In addition to his advisory role, he serves as Business Director at Astrocare Home Healthcare, a position he has held since 2021. MyFi Wealth Management provides discretionary investment management and financial planning primarily to individual and high-net-worth clients. The firm uses a goal-based investment process emphasizing growth and capital preservation through asset allocation, risk management, and a top-down sector approach to equity exposure.

David Carter is a CFP® with 17 years of experience in financial advising and has led Carter Capital Management since 2003. Based in Houston, TX, he holds Series 63 and Series 65 licenses and operates as the sole advisor at his independent firm. Carter Capital Management serves individuals, trusts, estates, retirement accounts, as well as pension and profit-sharing plans and institutional clients. The firm employs a long-term, fiduciary investment approach focused on diversification and cost-efficiency, primarily using low-cost index funds and ETFs, with portfolios managed on a discretionary basis and guided by Modern Portfolio Theory.

Blake Wagner is a financial advisor at Wagner Wealth Management in Houston, TX. He holds a Series 65 designation and has one year of industry experience. Prior to founding Wagner Wealth Management, he worked at JE Compliance Services, Inc. for five years. Wagner Wealth Management serves pooled vehicles and institutional or entity clients with portfolio management and financial planning services. The firm combines technical and quantitative techniques with fundamental analysis and modern portfolio theory, and it offers market-timing and paid subscription services alongside its investment management strategies.

Douglas Berti is a CFP® professional with three years of industry experience and is the sole advisor at Texas Assured Financial Planning LLC in Houston, TX. Prior to founding his independent advisory, he worked at Tapfin/EY and AIG, and spent 15 years at ExxonMobil. He is also the managing member of Texas Assured Tax Preparation LLC, a tax preparation business. Texas Assured Financial Planning LLC serves individual and high-net-worth clients by providing fee-only investment management, comprehensive financial planning, and tax return preparation. The firm employs a strategic asset allocation approach using both passive and active investments, with portfolios reviewed quarterly and adjusted tactically or for tax efficiency when appropriate.

I help Gen Z and Millennial veterinarians nationwide build wealth, crush student debt, manage burnout, and design a life they love both in and out of the clinic. I’m Ashley Foster, founder of Nxt:Gen Financial Planning and a CERTIFIED FINANCIAL PLANNER™ professional. Married to an extremely hardworking ER veterinarian, I have a unique understanding of the daily challenges you face, both financially and professionally. My mission is to help veterinarians like you navigate the complexities of money and life with clarity and confidence. As your Financial Sherpa, I’ll guide you on a journey that empowers you to live authentically and use money as a tool to make it happen. Together, we’ll crush your student debt, organize and automate your finances, avoid costly mistakes, and free up your time to focus on the people and things you love. Schedule a complimentary Intro Call today and take your finances to the next level.

Nicolas Hurst is a CFA® charterholder and holds a Series 66 license with five years of industry experience. He is the principal and sole advisor at Caiman Capital Group LLC, where he has worked since 2021. Prior to founding Caiman Capital Group, he was affiliated with Avalon Wealth Management, LLC and Avalon Advisors, LLC from 2017 to 2021. Caiman Capital Group is a Texas-registered investment adviser that provides portfolio management and investment analysis to individuals, high-net-worth clients, and qualified clients. The firm combines quantitative models with fundamental, technical, cyclical, and economic analysis to guide discretionary investment decisions.

Jamie Johnson is the sole advisor at JLJ Capital Management, LLC in Houston, TX, holding Series 63 and Series 65 credentials with 25 years of industry experience. He has led JLJ Capital Management since its founding in 2005. JLJ Capital Management provides investment management and financial planning services to individuals, trusts, estates, corporations, and pension/profit-sharing plans. The firm employs strategic asset allocation and rebalancing with a blend of individual bonds, equities, actively managed ETFs, and open-ended funds, and offers both discretionary and non-discretionary portfolio management.

John Gerdes is the principal of Gerdes Energy Research LLC, an independent firm based in Houston, TX. He holds Series 63 and Series 65 licenses and has 27 years of experience in the financial industry. His prior roles include positions at Mkm Partners LLC and the KLR Group, LLC. Gerdes Energy Research LLC provides subscription research and advisory publications focused on the economics of U.S. energy producers and integrated energy companies. The firm uses a data-centric, full-cycle approach combining fundamental and technical analysis to deliver market outlooks and research to institutional investors and corporate executives.

Alden Shorter is the sole principal of Shorter, Alden M., an investment advisory firm based in Houston, TX. He holds a Series 65 designation and has four years of experience in investment management. Prior to founding his firm in 2021, he worked at Live Nation Entertainment for three years. In addition to his advisory work, Shorter is employed as a contract attorney with FTI Consulting, where he reviews contracts and legal documents related to litigation. Shorter, Alden M. provides customized investment management, financial planning, and consulting services to individuals, high net worth clients, and small businesses. The firm employs a client-driven, non-discretionary approach focused on asset allocation and portfolio monitoring, and offers various billing arrangements tailored to client needs.

Rashid Mosley is a financial advisor at Amana Advisors with three years of industry experience. He holds Series 63 and Series 65 licenses and has prior work experience in trucking, music, and accounting as a self-employed CPA. Outside of his advisory role, he owns Melanated Millionaire, Inc., an entity established to provide speaking engagements, and is involved with Blokk Akademy, a non-profit serving a food program to at-risk youth. Amana Advisors is an independent firm offering asset management and advisory services to institutional and pooled-vehicle clients, as well as financial planning and consulting. The firm uses tailored portfolio management approaches that incorporate fundamental, technical, and charting analysis with both strategic and tactical asset allocation.

Hector Castellanos is a financial advisor with HRC Financial in Houston, TX, holding Series 63 and Series 65 designations and has six years of industry experience. His prior roles include positions at Signature Financial Advisors and JP Morgan Chase & Co. He is also an independent insurance producer involved in insurance production activities. HRC Financial provides fee-based investment advisory services and comprehensive financial planning to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm emphasizes strategic asset allocation and employs fundamental and cyclical analysis, often working with unaffiliated third-party money managers while offering plan consulting and business advisory support.

Kaiyuan Wang is a financial advisor at Yuka Corp in Houston, TX, holding a Series 65 designation with four years of industry experience. Prior to joining Yuka Corp, Wang was involved with Yiheng Capital LLC for ten years and currently holds management roles at Peakton Advisors, LLC and Peakton Capital Management, LP, where he focuses on internal investment management and operational oversight without client-facing responsibilities. Yuka Corp provides non-discretionary portfolio advice exclusively to a single high-net-worth family member of the firm’s founder, employing a long-term, fundamentals-driven, bottom-up equity approach focused on U.S.-listed stocks, ETFs, and cash equivalents. The firm operates on a client-directed brokerage model without external solicitation or custody of client assets.

New Heights Planning is a fee-only financial advising firm specializing in oil and gas professionals. Our clients work at Shell, Hess, Chevron, EOG, Oxy, and More. Our Financial Independence Framework combines modern financial planning and investment management to help you reduce your taxes, invest smarter, and be prepared for retirement. I spent 14 years at Shell as an engineer and a leader. I know what it's like to be a professional at a large energy company: fascinating work, great people, and excellent pay, accompanied by frequent lay-offs, corporate bureaucracy, and never-ending meetings. My favorite part was helping people realize the career they desired. Now, I help people optimize their finances to realize the life they desire. I chose to leave Shell and transition into financial advising to go from work I liked to work I love. Before starting New Heights Planning, I built financial plans for high-net-worth individuals and families at Asset Management Advisors. I later founded New Heights Planning to do this for those I like working with the most, Shell and other oil and gas professionals. I am committed to learning and continuing my education to serve you best. I have: -Completed the financial planning program at Rice University and am a CERTIFIED FINANCIAL PLANNER™ professional. -Passed the Series 65 exam -Received the CRPC® designation from the College for Financial Planning -Joined the Financial Planning Association (FPA), the National Association of Personal Financial Advisors (NAPFA), and the XY Planning Network New Heights Planning is not endorsed by nor affiliated with Shell or any other oil and gas company. Read Trevor's blog here: https://newheightsplanning.com/videos/

William Scheel is the sole advisor at William R. Scheel, Investment Adviser, an independent firm based in Houston, TX. He holds 12 years of industry experience and has been managing his own advisory firm since 1984. The firm provides personalized, fee-only investment management to a small number of individual and institutional clients, including pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. Its investment approach focuses on strategic asset allocation with diversified portfolios built from stocks, bonds, no-load mutual funds, and passively managed index and exchange-traded funds.

Stephen Read is a financial advisor at H.I.T. Capital, LLC with 13 years of industry experience. He holds a Series 65 designation and has worked at his current firm since 2015. In addition to his advisory role, he is a full-time engineer at ConocoPhillips. H.I.T. Capital, LLC is a state-registered independent investment adviser serving primarily high-net-worth individuals and investors in a private pooled vehicle. The firm employs a long-term, long-biased approach focused on structurally inefficient exchange-traded products and undervalued securities, combining proprietary fundamental analysis with trading models and institutional-style fund operations.

Brandon Lockwood is the sole advisor at Lockwood Wealth Strategies, LLC in Houston, TX, with 19 years of industry experience. He holds a Series 66 designation and has previously worked at Cetera Advisors LLC, Cetera Investment Advisors LLC, Lifestyle Asset Management, Inc., First Allied Advisory Services, Inc., and First Allied Securities, Inc. Lockwood Wealth Strategies provides wealth management and financial planning services to individuals, trusts, estates, and businesses, managing approximately $80.6 million on a discretionary basis for about 70 clients. The firm constructs portfolios using exchange-traded funds, low-cost diversified mutual funds, and individual equities, applying both fundamental and technical analysis with a predominantly long-term focus while allowing shorter-term trades for rebalancing or client needs.