Kelvin York Jr. is a financial advisor with Goldenstate Wealth Management in Humble, TX. He holds the Series 65 designation and has one year of industry experience. Prior to his advisory role, he has worked at Shell Oil Company since 2014. Goldenstate Wealth Management is an independent firm serving individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm employs a disciplined investment approach based on security selection, asset allocation, and risk-managed portfolio construction using individual stocks, ETFs, mutual funds, fixed income, and cash equivalents.

Ernie Galliani is a financial advisor at PRP with 23 years of industry experience. He holds a Series 65 designation and has worked with Nova 401(k) Associates since 2009, where he serves as an account manager and actuary for the defined benefit department. Galliani has also been involved with Professional Retirement Planning GP LLC and Professional Retirement Planning Inc. since 2002. In addition to his advisory role, he performs actuarial and administrative duties at Nova 401(k) Associates, a non-investment firm specializing in qualified plan administration. PRP provides investment management and retirement-plan consulting to individuals, trusts, small businesses, and qualified retirement plans. The firm offers actuarial and 401(k) services alongside an investment approach focused on long-term, asset-allocation strategies primarily using no-load, passively managed mutual funds.

Ganesh Budidagaddapalli Midigesi is a financial advisor at Grass Capital LLC with five years of industry experience. He holds the Series 65 designation and has previously worked at Ameya Insurance Group LLC and T-Mobile USA. Outside of advisory work, he is a general partner managing investment activities at Grass Capital Fund GP, LP, and also serves as a managing member of an IT consulting company, Edatamarkets LLC, which currently has no active business operations. Grass Capital LLC provides discretionary investment management and financial planning services to individuals, small businesses, and investors in pooled vehicles. The firm combines fundamental and technical analysis with quantitative models, managing a variety of financial instruments and also sponsors a private long-short equity quantitative hedge fund alongside offering qualified plan consulting.

I am a CERTIFIED FINANCIAL PLANNER™ professional who helps pre‑retirees gain the clarity and confidence they need to step into (early) retirement with purpose. Through my firm, A Small Investment, I guide clients in organizing their finances, planning sustainable retirement income, and making values based decisions that support both their lifestyle and legacy. With more than 15 years of experience, I am known for simplifying complex financial topics so clients can make informed choices without feeling overwhelmed. My commitment to unbiased, stewardship, and focused guidance began after witnessing the impact of conflicted advice early in my financial life. A turning point that shaped my belief that people deserve transparent, trustworthy planning. Today, I serve as a steady guide for those preparing for retirement or exploring work optional living. My mission is to help you do that on purpose, with peace of mind and financial clarity that supports the life and legacy you are building.

Jeremy Biar is the founder and managing member of BIAR Legacy, LLC, an independent financial advisory firm based in Houston, TX. He holds a Series 65 credential and has five years of industry experience, including a prior role with Northwestern Mutual. Outside of his advisory work, he co-founded a financial budgeting software called BudgetForLife and produces financial education content while providing business coaching to aspiring entrepreneurs. BIAR Legacy, LLC offers discretionary investment management and financial advising to individuals, high-net-worth families, and charitable organizations. The firm builds custom, values-driven portfolios primarily consisting of U.S. equities, supplemented by diversified allocations to real estate funds, commodities, precious metals, and fixed income, employing a mix of fundamental, quantitative, technical, and charting analysis.

Roy Nichol is a CFA charterholder with 24 years of industry experience. He is the principal of Nichol Capital Advisors, LLC, an independent consulting firm he founded in 2023. Prior to this, he worked at Touchstone Advisors, LLC, Citi Private Bank, and Greycourt & Co., Inc. Nichol is also a member of Cardinal Hill Farm, LLC, a family real estate entity in Columbia, Tennessee. Nichol Capital Advisors provides portfolio analysis and advisory services through time-limited consulting engagements for individuals, family offices, foundations, endowments, and businesses. The firm focuses on investment policy development, third-party manager review, asset allocation modeling, and custom analytical projects without taking custody of client assets or exercising investment discretion.

Lowell Bass is a financial advisor at BF, LLC with 31 years of industry experience. He holds a Series 63 designation and has previously worked at Taggart Financial Group, Inc. and RHJ Financial, Inc. Since 2016, he has also provided life coaching as a sole proprietor. Bass Financial, LLC is an independent advisory firm offering discretionary portfolio management to individuals, qualified retirement plans, and trusts. The firm manages about $4.6 million for roughly 15 clients, focusing on personalized investment policies that incorporate technical analysis and individual trade execution.

Jiayi Fan is the founder and sole advisor of Mobius Fund, holding a Series 65 credential with eight years of experience in investment management. He also founded and serves as CEO of Chaogic Systems LLC, an IT consulting and services firm he has led since 2001. Mobius Fund provides discretionary, data-driven management for pooled vehicles and institutional investors using a proprietary neural-network model focused on short-term, intraday trades in large-cap U.S. securities and ETFs. The firm emphasizes in-house model development and operates primarily through an adviser account at Interactive Brokers.

Jonathan Carroll Sr. is the sole advisor at Carroll & Company Capital Management in Houston, TX, with 2 years of industry experience. He has been involved with Carroll & Company since 1995 and has served as President and owner of Lazarus Energy Holdings LLC, an oil and gas refining company, since 2006. Carroll & Company Capital Management provides investment supervisory services and develops Investment Policy Statements for clients including pension plans, trusts, charitable institutions, and individuals. The firm employs a goal-based bucket strategy to align assets with liabilities and time horizons, coordinates the selection and oversight of third-party managers, and delivers services on a non-discretionary basis with regular reviews.

Robert Leslie is a CFA® charterholder based in Houston, TX, with 16 years of experience in the financial advisory industry. He has worked at Meadow Lake Capital LLC since 2021 and previously held roles at Mosaic Advisors, DaCamera, and Patriot Wealth Management, Inc. Meadow Lake Capital is a small, state-registered advisory firm serving high-net-worth individuals, trusts, estates, charities, and small businesses. The firm employs a long-term, risk-managed investment approach that combines fundamental equity research and technical analysis, using diversified core equity portfolios, low-cost ETFs, and laddered investment-grade fixed income, along with selective use of exchange-traded options and other derivatives to generate income and manage risk.

Joseph Coselli Jr. is a Series 65 licensed financial advisor with Auxius Capital Management, LLC, based in Houston, TX. He has three years of industry experience and has held roles at Auxius Capital Management, Auxius Capital Partners LLC, Coselli Enterprises, LP, SEA Industrie, Inc., Bloomberg, LP, Gulf Consulting, LLC, and St. John's High School. Outside of his advisory work, he is a general partner at Coselli Enterprises, LP, the family office responsible for capital deployment decisions. Auxius Capital Management primarily advises a private pooled partnership and separately managed accounts for qualified investors. The firm employs macro and opportunistic strategies across various instruments, combining proprietary statistical analysis and algorithmic signals with discretionary oversight in its investment approach.

Alvin Richards is the sole advisor at Richards Financial Planning, LLC in Houston, TX, with six years of experience in financial advising. He holds the ChFC® designation and Series 63 license. Prior to founding his firm in 2019, Mr. Richards has been an independent insurance agent since 2013 and has maintained insurance licenses since 1987, engaging in the sale and service of annuity, life, and health insurance products. Richards Financial Planning serves individuals and families approaching or in retirement, as well as business owners and plan sponsors, providing retirement income planning, comprehensive financial planning, and investment management. The firm emphasizes retirement income planning and client education, delivering stress-tested plans and offering both planning and discretionary portfolio management with a disciplined asset allocation approach.

Richard Higginbotham is the president of Riverway Asset Management, Inc. in Houston, TX, with 22 years of industry experience. He holds a Series 63 designation and has been an independent insurance agent since 1997. Higginbotham has led Riverway Asset Management since 1995. Riverway Asset Management offers fee-based portfolio management and integrated financial planning to individuals, trusts, estates, foundations, retirement plans, charitable organizations, and business entities. The firm provides non-discretionary advice using asset-allocation models and proprietary portfolios from SEI Investment Company, with accounts reviewed annually and rebalanced quarterly.

David Hoctor is a CFP®-certified financial advisor with 24 years of industry experience. He has led Hootor Financial Group, LLC since 2006 in Houston, TX. Hoctor holds Series 63 and Series 65 licenses and focuses on serving individual clients and families. Hootor Financial Group provides discretionary investment management and comprehensive financial planning, advising trusts, estates, and business entities. The firm employs fundamental security analysis with both long- and short-term strategies across various instruments and maintains a boutique client roster of about twenty families.

Douglas Anderson III is the sole advisor at Douglas Anderson, III in Houston, TX, holding a Series 63 license with five years of industry experience. He has been affiliated with Goodrich Operating Company since 2009. In addition to his advisory role, Mr. Anderson operates as a Certified Public Accountant and Licensed Real Estate Broker through his sole proprietorships, providing tax planning, business consultation, and real estate brokerage services. His firm provides investment supervisory services and customized investment advice to accredited clients, including individuals, families, IRAs, endowments, trusts, and business entities. The firm emphasizes long-term asset allocation and diversification through primarily fundamental analysis, offering discretionary portfolio management while clients retain their own custodians.

Kenneth Katzen is the sole advisor at Post Oak Investment Management, Inc. in Houston, TX, holding Series 63 and Series 66 credentials with 22 years of industry experience. He has been with Post Oak Investment Management since 2003. Post Oak Investment Management is an independent registered investment adviser serving individuals and institutional clients such as banks, credit unions, trusts, estates, and corporations. The firm offers discretionary managed-account services using a proprietary Model Asset Allocation Program (MAAP®) that incorporates fundamental and technical analysis across a variety of investment instruments.

Liem Hoang is a financial advisor at Stillforest Wealth Management in Houston, TX, holding CFP® and CFA® designations as well as a Series 65 license. He has eight years of industry experience, with prior roles at firms including OWLFA LLC, Trajan Wealth, L.L.C., and Investec Wealth Strategies. Stillforest Wealth Management serves individual and high-net-worth clients by providing investment management and comprehensive financial planning across areas such as business planning, retirement, and estate planning coordination. The firm employs a blend of passive and active investment strategies grounded in modern portfolio theory and offers discretionary portfolio management with quarterly reviews.

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.