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.

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.

Rachael Smith is a financial advisor at TopRac Financial LLC in Cypress, TX, holding the ChFC® designation and Series 65 license. She has one year of experience in financial advising, having joined TopRac Financial in 2025. Prior to her current role, she worked in various capacities at Independence Hydrogen, Cubic Corporation, and ExxonMobil Corporation. TopRac Financial LLC provides fee-only financial planning to individual clients, including high-net-worth individuals, primarily through virtual meetings and electronic communication. The firm focuses on written financial plans covering areas such as cash flow, retirement, tax strategies, estate considerations, and investment analysis, favoring long-term passive strategies and advising on a non-discretionary basis without managing client investment accounts.

Edna Thompsen is a Certified Financial Planner (CFP®) with 31 years of experience, operating her independent firm, Edna J. Thompsen, CFP, since 1995. She holds a Series 63 license and has 12 years of industry experience under that designation. Her firm provides fee-only financial planning and personal finance administration to a small number of individual clients and serves as a fiduciary advisor to employer 401(k) plans. The firm uses a fee structure based on hourly and fixed fees rather than asset-based charges and typically recommends passive mutual funds and ETFs, while clients retain control of investments through their chosen brokers.

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.

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.

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.

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.