Siddharth Mehta is a financial advisor at Wisdom Oak Fund Management LLC with six years of industry experience. He holds a Series 66 designation and has worked at firms including NEXT Financial Group, Bank of America, Merrill Lynch, and Morgan Stanley. Wisdom Oak Fund Management LLC provides discretionary portfolio management and consulting services to individual investors, corporations, and other business entities. The firm employs an opportunistic, active investment approach focused on absolute return and a higher Sharpe ratio, utilizing a flexible strategy across various asset classes and markets.

James Lee is a CFA® charterholder and the sole advisor at AlphaVista Asset Management LLC with two years of industry experience. Prior to founding AlphaVista, he held roles at various Shell entities, including Shell Chemicals & Products and Shell Trading, from 2015 to 2023. AlphaVista Asset Management provides discretionary investment management to individuals, high-net-worth clients, and institutional and organizational clients such as retirement plans and charitable organizations. The firm employs proprietary quantitative models to guide investment decisions, primarily utilizing exchange-traded products, and serves a diverse client base with a standardized risk-tiered approach.

Ryan Firth is a CFP® and PFS™ credentialed financial advisor with seven years of industry experience. He is the owner of Mercer Street Personal Financial Services and also serves as a financial planner and investment adviser representative at Integrity Financial Planning. His work history includes roles at Sirius Solutions and SMART Group Houston. Mercer Street Personal Financial Services provides financial planning and investment advisory services to individuals, high-net-worth clients, trusts, estates, business entities, charitable organizations, and retirement plans. The firm develops tailored, balanced, and tax-efficient portfolios using mutual funds and ETFs, working with client-chosen custodians, and employs an hourly billing model with prepaid consults and project work.

Anil Abraham is a financial advisor at Rivercrest Investment Advisors, LLC in Houston, TX, with four years of industry experience. He holds the Series 63 and Series 65 designations. Prior to his current role, he was involved with Biourja Trading LLC, focusing on managing investments for a promoter family through BioUrja Advisors LLC, where he spends a significant portion of his time overseeing public and private market investments and making tactical market decisions. Rivercrest Investment Advisors, LLC provides discretionary portfolio management and investment advice primarily to individuals, families, endowments, and foundations. The firm employs an opportunistic, active management approach that is value-oriented and market-cap agnostic, utilizing fundamental analysis along with technical indicators and employing derivatives and leveraged instruments when appropriate.

Amit Ganju is a financial advisor at Balai Lagai Wealth Management in Sugar Land, TX, holding a Series 65 credential with one year of industry experience. He has worked at Willis Towers Watson and operated as a self-employed professional prior to founding his current firm. Balai Lagai Wealth Management serves individual and high-net-worth clients with discretionary portfolio management, using a diverse range of investment strategies including fundamental, quantitative, technical, cyclical analysis, and modern portfolio theory. The firm offers a broad investment universe and employs both long-term and short-term trading tactics, including options strategies, operating on a discretionary basis with specified custodians.

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.

Nita Singhal is a financial advisor at New Day Wealth Management, LLC with 10 years of industry experience. She holds a Series 66 designation and has previously worked at firms including MML Investors Services, LLC, MassMutual Life Insurance Co, and MetLife Securities Inc. Outside of her advisory role, she is a passive owner of a software-related consultancy business. New Day Wealth Management, LLC provides fee-based portfolio management and financial planning primarily for individuals, families, trusts, estates, and small businesses. The firm employs a long-term, conservative growth strategy using tactical asset allocation and favors low-cost, no-load mutual funds, while maintaining a primarily non-discretionary asset base.

James McClellan is a CFP® and Series 65-licensed financial advisor with 12 years of industry experience. He is the sole advisor at James G. McClellan CPA, a firm he has owned since 1983, providing professional accounting and tax services. The firm offers financial planning and investment management to individuals, trusts, and private foundations on a fee-only basis, with a focus on fundamental security and fund analysis and a generally long-term investment approach. It is notable for combining established CPA services with investment advisory work, often serving clients with both accounting and investment needs.

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.

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.

Arnaud Cocquerel is a financial advisor at Savile Private Wealth LLC with a Series 65 designation and one year of industry experience. His prior roles include positions at Asteria Insight LLC, Mauritius Commercial Bank, BNP Paribas, Euronext, and Enedis. Savile Private Wealth LLC provides investment advisory and family office services to a diverse client base, including high-net-worth individuals, institutional clients, and retirement plans. The firm employs fundamental analysis and a long-term investment approach, offering customized discretionary and non-discretionary strategies, as well as financial and estate planning services.

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.

Sonny Blanchard is a CFP® professional with five years of industry experience, currently serving as the sole advisor at Angelus Wealth, LLC in Sugar Land, TX. He has held roles at Titan Wealth Management, Titan Tax, Titan CFO, and previous firms including Blanchard Wealth Partners and Heritage Wealth Management. Outside of investment advisory, he is the Principal of Titan Tax and Titan CFO, providing tax preparation, planning, accounting, and business consulting services. Angelus Wealth is a faith-oriented wealth management firm serving individuals, families, trusts, estates, charitable organizations, and small business owners. The firm offers comprehensive wealth management and financial planning services, integrating Biblical principles and primarily employing passive investment strategies with low-cost, diversified mutual funds and ETFs.