Joel Diaz is a financial advisor at Anchored Wealth with 19 years of industry experience. He holds Series 65 and Series 66 licenses and has previously worked at firms including First Horizon, Engrave Wealth Partners, and Capital One. Diaz served 21 years in the United States Navy Reserves. Outside of advisory work, he is a licensed insurance agent and president of an asset holding company. Anchored Wealth is an independent firm offering discretionary portfolio management and fee-based financial planning to individuals, families, high-net-worth clients, trusts, estates, private business owners, corporations, and charitable organizations. The firm applies Modern Portfolio Theory alongside fundamental, technical, and cyclical analysis to manage diversified portfolios across various asset classes, including ETFs with commodity and bitcoin exposure.

Daniel Ure is a financial advisor at Honor Wealth Management, LLC in Tomball, TX, with 15 years of industry experience. He holds Series 63 and Series 66 registrations and has worked at several firms, including Centaurus Financial, USA Financial Securities, and National Planning Corporation. Outside of his advisory work, he is a licensed attorney in Texas and participates as a laborer on an organic farm. Honor Wealth Management is an independent, state-registered advisory firm serving primarily individual and high-net-worth clients. The firm customizes portfolios based on client goals and employs a combination of fundamental, technical, and cyclical analysis across both long- and short-term strategies.

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.

Karthikeyan Radhakrishnan is a CFA® charterholder and registered investment advisor with seven years of industry experience. He is the principal of Titania Investments LLC, a solo independent advisory firm based in The Woodlands, TX. Prior to founding Titania Investments, he held roles at Monopar Therapeutics, Inc. and Medicenna Therapeutics, Inc. In addition to his advisory work, he serves as President of Titania Partners LLC, a finance and strategy consulting firm focused on healthcare and technology companies. Titania Investments LLC provides portfolio and wealth management services primarily for high-net-worth individuals and trusts, as well as institutional consulting and pension plan governance for corporations, endowments, foundations, and pension plans. The firm uses a combination of fundamental, technical, and modern portfolio theory to construct portfolios and may implement derivatives, options, short sales, and margin strategies tailored to client mandates.

Quenton Nolte is a financial advisor at Nytrx LLC in Cypress, TX, holding a Series 65 designation with five years of industry experience. He previously worked at IBM and PCPC Direct before founding Msgs Global Inc, an online portal for free learning and sharing, where he remains involved in development and marketing. Nytrx LLC provides web-based investment management to individual investors and consulting services to employer-sponsored retirement plans, using model-driven processes and Schwab’s iRebal platform for automated rebalancing and tax-loss harvesting. The firm combines fundamental, quantitative, and technical analysis to manage portfolios involving ETFs, stocks, and cash, operating primarily through electronic client interactions.

Arthur Barasch is the sole advisor at Baron Financial Advisors, LLC, an independent firm based in Spring, TX. He holds Series 63 and Series 65 licenses and has 23 years of industry experience, including 12 years at his current firm. In addition to financial advising, he works as an independent insurance agent, selling long-term care, health, and disability insurance. Baron Financial Advisors provides individualized financial planning and referral or co-advisory services primarily to individuals, including high-net-worth clients, as well as corporations and other business entities. The firm does not directly manage client assets but arranges investment management through recommended third-party advisers, maintaining a non-discretionary advisory role.

Michael Osgood is a CFP® with 21 years of industry experience and is the principal of Osgood Capital Management, Inc. He has also operated Osgood & Associates, a CPA and tax compliance firm, since 2001 and maintains a separate insurance agency. Osgood Capital Management provides investment advisory and financial planning services to individual and high-net-worth clients, managing portfolios tailored to client objectives using a variety of strategies including asset allocation and technical analysis, with ongoing suitability reviews.

Hi there! 👋 Allow me to introduce you to my firm, Wealth and Plan. First of all let's clear up the type of people that we do best work for: - High Earning Professionals and Families in Their 30's and 40's. __________ Now that we've got that out of the way, here's my best attempt at a "short" backstory: I decided to become a financial planner the day my parents were turned away by a financial advisor for not meeting the firm's underlying asset minimum. This led me to study Finance with a focus in personal financial planning at the University of Houston (Go Coogs!). While there, I ended up interning with the same company that turned my parents away... 🫠 After graduating college, I joined Merrill Lynch and hit my first crossroad: Do I go all in and become a financial advisor (at a young age of 22 😅), or do I learn the industry inside out before making the jump? __________ I chose the latter and invested the next 8 years split between Merrill Lynch, JPMorgan and a boutique financial planning firm, where I: - Became a CERTIFIED FINANCIAL PLANNER® - Served as the client service advisor for 300+ high and ultra-high net worth families - Served as the portfolio manager overlooking $200 million+ in client assets - Served as a financial planner, building 30+ comprehensive financial plans focused on retirement planning, investment planning, estate planning, and much more. __________ Then, in January 2026, I took a big leap of faith and left a steady paycheck, fully paid benefits, and a lucrative career that many dream of... In February 2026, Wealth and Plan was born with a simple goal in mind: - Make financial planning more approachable So, if you’re a young family or a professional in your 30’s or 40’s and think that finding a financial planner or advisor is a bit intimidating, we may be the right fit. We pride ourselves on three core values: - Education - Transparency - Real guidance WHILE you're building your wealth, not only after You can find a whole bunch more about us on our website: https://www.wealthandplan.com And, if you've made it this far and are unsure whether or not we’re the right firm for you, feel free to reach out! I’m always happy to chat. If we are not the right fit, that's okay. We are more than happy to recommend a different planner or provide some resources based on your situation 😊

Anuj Patel is the principal of Eclipse Wealth Management and holds a Series 65 designation. He has prior work experience at Siemens Industry, Inc. and Silverwolf Midstream. Patel also maintained full-time employment outside the advisory business while establishing his independent firm. Eclipse Wealth Management is a Texas-based independent firm serving individuals and high-net-worth clients with discretionary and non-discretionary investment management and financial planning. The firm employs a strategy combining fundamental and macroeconomic analysis with strategic asset allocation and tax-aware positioning.

Matthew Edgar is a CFA® charterholder with 14 years of industry experience. He is a principal of Edgar Investment Management, LLC in Houston, TX, and previously served as a managing partner at Edgar and Edgar CPAs LLC, providing accounting and tax services. Outside of his advisory work, he owns and manages a short-term rental business. Edgar Investment Management provides financial planning and discretionary portfolio management to individuals, including high-net-worth clients, as well as institutional and business portfolios. The firm’s investment approach centers on fundamental analysis and strategic asset allocation, incorporating tax considerations into portfolio construction and planning.

Christopher Szalay is the sole advisor at Wiseowl Capital, LLC, an independent firm based in The Woodlands, TX. He holds the Series 66 designation and has 16 years of industry experience. Since founding Wiseowl Capital in 2013, he has also operated Find Me Value Investment Research, LLC, an online subscription service that provides investment research. Wiseowl Capital serves a small number of individual clients, trusts, estates, and business entities, offering personalized portfolio management and financial planning. The firm’s investment approach emphasizes fundamental analysis and long-term buying, using options primarily for hedging, with regular account monitoring and rebalancing.

Joshua Humada is a financial advisor with MoneyYogi Advisors in Houston, TX, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at Edward Jones and Northwestern Mutual. In addition to advisory services, he provides financial coaching through a separate entity, MoneyYogi LLC. MoneyYogi Advisors offers discretionary investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, and businesses. The firm employs a long-term investment approach using fundamental and technical analysis and incorporates proprietary software in client service workflows.

Anthony Montano is a financial advisor at Rosman Asset Management, LLC with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Rosman Asset Management since 2019. Montano also serves as the CFO of Yofumo Technologies, Inc. since 2019. Prior to his current roles, he was with The Mitchell Group, Inc. from 2011 to 2019. Rosman Asset Management provides discretionary portfolio management and financial consulting to individuals, trusts, estates, and businesses. The firm focuses on customized investment programs based on fundamental analysis with a generally long-term orientation, maintaining continuous client contact and bespoke asset allocation under discretionary authority.

Robert Simpton is a CFP® with 23 years of industry experience, currently serving as an advisor at Redfish Capital. His career includes roles at SCF Securities, WFG Advisors, and as a sole proprietor since 2002. Outside of his advisory work, he is a notary public. Redfish Capital provides discretionary asset management, financial planning, and ERISA 3(21) retirement plan advisory services to individuals, high-net-worth clients, and business entities. The firm uses a combination of fundamental, technical, and cyclical analysis to tailor portfolios to client goals, coordinating closely with clients’ other professional advisors.

Aaron Freeman is a ChFC® and Series 65-registered advisor with 17 years of industry experience. He is currently a principal at Freeman & Freeman Private Wealth Management LLC, where he has worked since 2023. Freeman also has ties to Oak River Insurance Group LLC and Oak River Financial Group Inc., reflecting a background that includes both financial planning and insurance services. Freeman & Freeman Private Wealth Management provides discretionary asset management, financial planning, and retirement advice to individuals, high-net-worth clients, trusts, estates, and business entities. The firm’s investment approach combines ETFs and mutual funds with REITs, preferred shares, and select equities, using fundamental analysis and a long-term orientation tailored to client-specific needs.

Richard Cull is a CFA® charterholder with 19 years of industry experience. He is currently the sole advisor at Old Beach Investment Advisors, LLC, joining the firm in 2025. Previously, he held roles at Centric Advisors, LLC and Pagosa Management LLC, and served 19 years at Breen Investors LP. Outside of Old Beach Investment Advisors, he is Chief Investment Officer at Centric Advisors, where he conducts research and makes stock recommendations. Old Beach Investment Advisors provides discretionary portfolio management and supervisory services to high-net-worth individuals, corporate pension and profit-sharing plans, charities, and other businesses. The firm primarily uses long-term equity strategies based on fundamental analysis and constructs diversified portfolios including stocks, ETFs, and mutual funds.

Christopher Lloyd is a CFP® and holds a Series 66 license with 11 years of industry experience. He has worked at Lloyds Intrepid LLC since 2020 and previously spent five years at Bank of America Merrill Lynch. Lloyds Intrepid Wealth Management offers fee-only wealth management and financial planning primarily for individual and high-net-worth clients. The firm emphasizes client-specific asset allocation with a mostly passive investment approach, incorporating macroeconomic and technical analysis, and occasionally uses AI tools in research.

Robert Bond is a financial advisor at Bright Vision Wealth with 13 years of industry experience. He holds a Series 65 designation and is also the owner of The Bond Law Firm, where he serves as a board-certified estate planning and probate attorney. Bond’s career includes overseeing family asset management and running several management firms unrelated to investment advisory. Bright Vision Wealth serves individual and high-net-worth clients, managing about $26.7 million for roughly 25 households through a two-advisor team. The firm primarily offers non-discretionary financial planning and investment advice, complemented by affiliated legal and tax-preparation services.

Stephen Jimenez is a financial advisor at Peerless Wealth with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms, including Thornburg Investment Management and Calamar Financial Group. Outside of his advisory role, he serves as a wholesaler for Peerless ETFs, LLC and as a sales consultant for Gore Range Capital. Peerless Wealth serves individuals, families, trusts, estates, business entities, charities, and qualified retirement plans by providing financial planning, discretionary investment management, and financial consulting. The firm employs a strategic asset-allocation framework and proprietary portfolio construction methodology, managing customized and model portfolios while also acting as a sub-adviser to an exchange-traded fund.

Kaylin Campbell is a financial advisor at Exos Wealth Strategies, LLC with seven years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Aaron Keys & Associates, Inc. and Wealth Design Group. In addition to her advisory role, she owns and operates M&A Risk Management, LLC, an insurance agency specializing in life, health, and property and casualty insurance. Exos Wealth Strategies serves individuals, trusts, estates, and retirement plans through discretionary and non-discretionary investment management, financial planning, and retirement plan consulting. The firm constructs individualized asset allocations primarily using mutual funds and ETFs, conducts portfolio reviews, and offers private fund investment options while serving in various fiduciary roles.