Cindy Soke Yin Foong is a CFP® professional with over 16 years of industry experience. She previously worked at ALBECK Financial before founding SYF Consultancy and currently leads AllZen Wealth and Financial Services. Foong is based in Houston, TX. AllZen Wealth and Financial Services is a fee-only financial planning firm serving individuals and families. The firm focuses on long-term, passive investment strategies tailored to clients’ tax situations, risk tolerance, and goals, offering ongoing oversight and regular reviews.

Jeffrey Ivy is a CFP® with 20 years of industry experience and currently serves as the sole advisor at Vestis Advisors, LLC in Houston, TX. He has been with Vestis Advisors since 2011. Vestis Advisors provides investment advisory services and financial planning to individuals, high-net-worth clients, corporate entities, and trusts. The firm employs a goal-based, diversified asset allocation approach implemented primarily through mutual funds, ETFs, and third-party separately managed accounts, managing all client assets on a non-discretionary basis.

James Hintz is a financial advisor at MHA Financial Corp in Houston, TX, with 37 years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. His prior roles include positions at Four Points Capital Partners LLC, Physicians Investment Advisory Services of Texas, and Doctors Financial Services LLC. Outside of advising, he is a spin instructor at the YMCA. MHA Financial Corp provides financial planning and portfolio management services to individuals, including high-net-worth clients, as well as plans, trusts, estates, charitable organizations, corporations, and small businesses. The firm employs a strategic asset allocation approach with a core-and-satellite framework, combining passive index/ETF exposures with active managers or individual securities, and utilizes both direct advice and third-party money managers.

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.

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.

Craig Parks is a CFP® and Series 66 registered financial advisor with 20 years of industry experience. He is the managing member of Houston Wealth Management, an independent firm he has led since 2013. Parks holds active insurance licenses in Texas and may act as a licensed insurance agent or broker as part of his professional activities. Houston Wealth Management provides personalized portfolio management, financial planning, and consulting services to individuals, trusts, estates, charitable organizations, foundations, and business entities. The firm manages approximately $6.57 million in client assets, offering tailored discretionary and non-discretionary account management based on clients’ goals, risk tolerance, and tax considerations.

Rodney James is a CFP® and Series 66-licensed advisor with 10 years of industry experience. He is the sole advisor at Vineyard Family Wealth Advisors in Houston, TX. His prior roles include positions at EverKey Financial LLC, Mercer Global Advisors Inc., and Kanaly Trust. Vineyard Family Wealth Advisors serves high-net-worth family clients and select institutional entities, offering financial planning, consulting, and discretionary wealth management. The firm employs a stewardship philosophy and structured discovery process to tailor portfolios, focusing on Modern Portfolio Theory with low-cost ETFs, mutual funds, individual securities, and selected Independent Managers.

Cesar Delacerda is a financial advisor with Envisionvest in Houston, TX, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He previously worked at Next Financial Group Inc and concurrently operates My Benefit Pro, a business focused on marketing and servicing insurance products such as fixed annuities, life, health, and long-term care insurance. Envisionvest serves individuals, trusts, business clients, and employer-sponsored retirement plans by offering portfolio management, financial planning, and retirement plan consulting. The firm utilizes an unconstrained asset-allocation approach with diversified portfolios and provides educational workshops, pension consulting, and financial wellness programs tailored to employer clients.

Robert Maxwell III is a financial advisor at Fifth Generation Financial with a Series 65 designation. He has over 20 years of industry experience, having worked at AIG for 19 years, followed by three years at Corebridge Financial before joining Fifth Generation Financial in 2025. Fifth Generation Financial is a registered investment adviser that offers discretionary portfolio management through a multi-sleeve framework along with standalone or integrated financial and tax-planning services. The firm targets individuals, including high-net-worth clients, as well as trusts and estates, employing a contrarian, valuation-focused investment approach across five independently managed sleeves.

Jeffrey Owens is a financial advisor at Houston Wealth Advisers, LLC with seven years of industry experience. He holds Series 65 and Series 66 licenses and has worked at firms including Madison Avenue Securities, LLC and ELE Advisory Services, Inc. Outside of his advisory role, he serves as Director of Operations at Senior Partners, LLC, overseeing business activities, compliance, and personnel management. Houston Wealth Advisers, LLC provides financial consultation and wealth management to individuals, families, businesses, and nonprofit organizations. The firm focuses on referring clients to separately managed account managers, with an investment approach that includes due diligence on performance, costs, custodians, and account minimums.

Joseph Teagarden is a financial advisor at Total Wealth Partners in Houston, TX, holding Series 63 and Series 66 credentials with 17 years of industry experience. He previously worked at Morgan Stanley Private Bank from 2013 to 2017 before joining Total Wealth Partners in 2017. Total Wealth Partners manages approximately $33.2 million on a discretionary basis for a select group of individuals, high-net-worth clients, trusts, and estates. The firm offers customized investment management using a combination of fundamental, technical, cyclical, and charting analysis, primarily employing low-cost ETFs along with individual stocks, bonds, and options.

Amol Desai is a CFA® charterholder and holds a Series 65 license with seven years of industry experience. He is the sole advisor at Perceptive Wealth Advisors LLC, an independent firm he has been with since 2019. He also serves as a consultant with K Carpenter Associates Inc., dedicating up to 15% of his time to this role. Perceptive Wealth Advisors LLC manages approximately $10.4 million in discretionary assets for a client base of 18 high-net-worth and individual investors. The firm primarily employs passive investment strategies using index funds and ETFs, complemented by fundamental and technical analysis, and offers a range of financial planning services tailored to client needs.

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/

Theodore Geoca is a financial advisor with Maxout Savings Advisors LLC in Houston, TX, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has been with Maxout Savings Advisors since 2005. Outside of advising, he serves as CFO of Rangoni Global, dedicating approximately 10% of his time to that role. Maxout Savings Advisors provides discretionary portfolio management primarily to individual and high-net-worth clients, using a variety of analytical methods and customized investment policies based on client goals and risk tolerance. The firm manages about $101.1 million on a discretionary basis and offers client communications including newsletters and detailed performance reports.

Jeffrey Franco is a financial advisor at JV Global Capital, Inc. in Houston, TX, holding a Series 65 designation with one year of industry experience. His background includes education roles at the University of Houston and DeBakey High School for Health Professions. JV Global Capital, Inc. serves high-net-worth individuals, families, institutions, corporations, trusts, and asset protection entities domestically and internationally. The firm employs a goals-based investment approach with tailored asset allocation and risk analysis, providing primarily non-discretionary proposals and offering institutional retirement plan consulting including fiduciary services.

Mitchell Baldridge is a CFP® professional with five years of experience in financial advising. He is the managing partner of Crestridge Wealth Advisors, LLC and also owns Baldridge CPA, a full-service accounting firm providing tax and accounting services to individuals and businesses. Crestridge Wealth Advisors, LLC provides continuous investment management and comprehensive financial planning to individuals and high-net-worth clients. The firm employs a primarily passive investment approach using low-cost index mutual funds and ETFs, combined with tailored planning services including business, retirement, estate, and risk management planning.

Jon Speight is a CFP® professional with 27 years of experience in financial advising. He has led Speight Asset Management, LLC since 2013 in Houston, TX. Speight Asset Management provides discretionary portfolio management and financial planning services primarily to individual and high-net-worth clients. The firm employs a diversified asset-allocation strategy focused on mutual funds and ETFs, manages accounts on a discretionary basis, and offers complimentary retirement educational seminars.

Camilo Garcia is a financial advisor at Armas Capital Management, LLC in Houston, TX, with eight years of industry experience. He holds Series 63 and Series 65 designations and has worked at Merrill Lynch, JP Morgan Chase, and J.P. Morgan Securities. Armas Capital Management provides discretionary investment management and portfolio monitoring for individuals and high-net-worth clients. The firm employs fundamental analysis and a combination of long-term, short-term, and trading strategies, including options writing, while utilizing third-party platforms and sub-advisors for trade processing and portfolio management.

Lakhaun Mckinley is a CFP® professional with 19 years of industry experience. He is the sole advisor at MNM Vested, LLC, a firm he founded in 2015, and has also worked at Origin Financial since 2021. Outside of financial advising, Mckinley owns ThemeParkJoy.com, an Amazon affiliate site focused on Disney merchandise, and provides financial counseling services to military service members through Zeiders Enterprises. MNM Vested, LLC is a fee-only financial planning and advisory firm serving individual clients. The firm offers comprehensive financial planning services, including tax preparation and small-business planning, and follows an investment approach based on Modern Portfolio Theory emphasizing diversification and a buy-and-hold strategy.