Randhir Sahni is the sole advisor at Sahni, Inc. in Houston, TX, holding Series 63 and Series 65 licenses with 28 years of industry experience. He has worked at Sahni, Inc. since 2014 and also serves as president of Llewelyn Davies Sahni, an architectural firm. Sahni participates in advisory committees at Kansas State University and Rice University’s schools of architecture and chairs the investment committee for ALF, a leadership teaching organization. Sahni, Inc. provides discretionary investment management and financial planning to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm manages approximately $36.2 million across 42 accounts, focusing on customized portfolios that emphasize individual U.S. and foreign equities, ETFs, and may include limited partnerships and option contracts. The adviser uses fundamental analysis with a primarily long-term approach, incorporating flexibility for short-term trading when needed.

Robert Porter is the sole advisor at Porter Investments in Houston, TX, holding Series 63 and Series 66 licenses with 22 years of industry experience. He has been associated with Daedalus Capital Group, Inc. since 1996. Porter Investments provides discretionary investment management to individuals, families, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm uses proprietary models combining quantitative and technical analysis to implement tailored portfolio strategies through model portfolios and separately managed accounts, including both passive index-based allocations and active ETF/equity strategies.

Douglas Cannon is a CFA charterholder with 29 years of experience in the investment industry. He has served as the portfolio manager and principal at Texas First Investment Management Company since 2004. The firm provides discretionary equity portfolio management to both institutional clients and individual investors, employing a value equity strategy focused on fundamental, bottom-up research and concentrated U.S. equity holdings. Texas First Investment Management Company typically holds 12–20 stocks with an average holding period of around 18 months and does not use derivatives, leverage, or technical trading methods.

Phuong Nguyen is a financial advisor at Quality Wealth Care, LLC with 23 years of industry experience. She holds a Series 66 designation and has worked at Quality Wealth Care since 2005 and Nugent & Associates, Inc. since 2004. In addition to her advisory role, Nguyen works as an insurance agent, accountant during tax season, and business consultant. Quality Wealth Care provides personalized financial planning and discretionary investment management to individuals, trusts, estates, charitable organizations, and businesses. The firm emphasizes a strategic asset allocation approach using a core-and-satellite framework and offers pension-plan consulting and employee benefits education for business clients.

Aubrey Hughes is a financial advisor at Elite Data Solutions LLC in Houston, TX, holding a Series 65 designation with one year of industry experience. Prior to founding Elite Data Solutions, Hughes worked in roles at Xcel Energy, ICF International, McDermott International, IBM, and the University of Texas at Austin. In addition to advisory services, Hughes maintains a substantial outside data-engineering role. Elite Data Solutions LLC provides investment advisory services to individuals and small businesses, focusing on low-cost, diversified mutual funds and ETFs, with discretionary portfolio management and financial planning. The firm uses fundamental analysis with a primarily long-term investment horizon while maintaining flexibility for shorter-term adjustments and emphasizes ongoing personal contact to establish client goals and risk tolerance.

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.

Diego Luna Y Parra Diaz is a financial advisor at Berlin Wealth Group Advisors with two years of industry experience. He holds Series 65 and Series 66 licenses. Prior to joining Berlin Wealth Group Advisors, he worked at Kpitalia Asset Management, Finamex International, and several other firms in Mexico. Berlin Wealth Group Advisors provides fee-based investment advisory, discretionary portfolio management, and comprehensive financial planning to a range of clients including individuals, high-net-worth clients, pension plans, and corporate entities. The firm employs a tactical allocation approach using fundamental and technical analysis and offers performance-based fee arrangements for qualified clients.

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.

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.

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.

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.

Jose Maldonado is a financial advisor with Hoyle Capital, LLC, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. Prior to founding Hoyle Capital in 2019, he worked at Morgan Stanley and Morgan Stanley Private Bank from 2013 to 2019. Hoyle Capital, LLC provides discretionary portfolio management and investment services primarily to accredited and high-net-worth investors through managed accounts and pooled investment arrangements. The firm uses a quantitative screening tool based on extensive market data to guide tactical asset allocation and incorporates options and private-placement opportunities within client strategies.