Thomas Seago is a financial advisor with Sonnet, LLC, holding a Series 65 credential and nine years of industry experience. He has been with Sonnet since 2016 and also serves as a consultant and trading assistant at Revo Financial. Sonnet, LLC provides investment management and financial planning services to individuals, trusts, small businesses, and churches, focusing on business and retirement planning. The firm offers a range of model portfolios, including passive and actively managed strategies, and manages most client accounts on a discretionary basis with regular rebalancing and monitoring.

Bradley Grasl is a financial advisor at Tiercel Capital Texas LLC with seven years of industry experience. He holds a Series 65 designation and has worked at Virteom LLC, Sinai Capital, and in community college roles prior to joining Tiercel Capital Texas. Tiercel Capital Texas LLC provides portfolio management services to individual and high-net-worth clients, managing both discretionary and non-discretionary accounts. The firm employs a value-oriented equity approach supplemented by short-term special situations and uses fundamental analysis across a broad range of instruments.

Concert Financial Planning is built for BigLaw attorneys and their families: the associates, counsel, and newer partners whose careers are taking off while life gets more complicated. New baby, first home, a big bonus, student loans, a lateral move, the partnership question. It’s the moment your life goes “live,” and it’s the right time to get your finances organized. Why “Concert”? I’ve played music since I was nine, so the name fits my personality. More importantly, it describes how a good financial plan works. Your cash flow, workplace retirement plan, investments, student loans, emergency fund, insurance, estate plan (yes, you need one), and tax strategy all have to play together, in concert. When one is out of tune, the whole plan suffers. I understand how BigLaw works: lockstep and bonus-heavy compensation, 2,000+ billable hours, big-city costs, and the financial tradeoffs that come with the partnership track (or stepping off it). You don’t have time for another project. My job is to take the day-to-day work of managing your finances off your plate so you can focus on your career, your family, and the things you actually care about. How I work: • Flat-fee and fee-only. No commissions, no products to sell, and no percentage of your assets. • Fiduciary, always acting in your best interest. • Comprehensive planning plus optional ongoing investment management, coordinated together. • Fully virtual, serving BigLaw families nationwide. My background: I grew up in a family of financial professionals (my grandfather, dad, and brother). I earned a B.A. in Economics from the University of Texas at Austin and have spent 20+ years in financial services. Along the way, I earned both the CFP® and CFA® designations, which reflect deep training in financial planning and investment management. Before launching Concert, I served financial advisors at large bank brokerages and independent firms across the country. That experience showed me that high-earning young professionals are often underserved, getting little attention until they’re near retirement. I’d rather help you get it right early, avoiding the pitfalls and missed opportunities that quietly add up over a career. If you’re ready to get your financial life playing in harmony, I’d love to hear what prompted your search. Let’s talk about navigating “When Life Goes Live.”

Steven Bates Jr. is a financial advisor at Advocates Wealth Planning in Houston, TX, with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Bridgeway Capital Management and Stegent Financial Services. Outside of his advisory role, he provides higher education consulting through College Aid Pro. Advocates Wealth Planning serves individual and high-net-worth clients by combining comprehensive financial planning with discretionary investment management. The firm employs an integrated asset-allocation approach using customized model portfolios and emphasizes tax-conscious implementation alongside selective planning engagements.

David Wanja Jr. is a CFP® and Series 65 credentialed advisor at Clientfirst Wealth Management, LLC with five years of industry experience. His prior roles include positions at Legacy Financial Designs, FreeWill, and Financial Synergies Wealth Advisors. He has been affiliated with Houston Country Club since 2015. Clientfirst Wealth Management serves individual and high-net-worth clients with fee-only discretionary asset management and subscription-style financial planning. The firm emphasizes tailored portfolios based on client goals, various analysis techniques, and ongoing monitoring.

Sarah Mizell is a financial advisor at Cove Wealth Management in Houston, TX, holding a Series 65 designation with 12 years of industry experience. She previously worked at Valued Retirements and has been involved with the Julianna Poor Memorial Counseling Center for over a decade. Cove Wealth Management provides discretionary, fee-only investment management supported by financial planning and wealth coordination services to individuals, families, trusts, estates, and select institutional clients. The firm serves a mix of high-net-worth and non-HNW clients, focusing on long-term fiduciary stewardship and customized portfolio management using low-cost ETFs, mutual funds, and outside Independent Managers when appropriate.

Jennifer Esch is a financial advisor with Wealth Management Investment Advisors, LLC, holding a Series 65 designation and bringing 11 years of industry experience. She has worked at Bailes Bates & Associates LLP since 2015 and is a partner at Bailes Bates & Associates, LP, where she focuses on accounting and income tax planning. Outside of advising, she is involved in managing a family-owned farm and a development solutions firm. Wealth Management Investment Advisors, LLC serves individual and high-net-worth clients, trusts, small businesses, and churches, offering comprehensive financial planning and wealth management consulting. The firm advises on goals and asset allocation while utilizing third-party money managers who implement strategies based on fundamental analysis, modern portfolio theory, and technical analysis.

Manuel Malvaez is a financial advisor with Camden Wealth Advisors LLC, holding Series 63 and Series 65 licenses and with 28 years of industry experience. He has worked at Camden Wealth Advisors since 2014 and is also involved in business consulting through Accesum Global Services and Accesum Consulting Services, focusing on market and business development in Mexico and Latin America. Additionally, he consults for several real estate companies. Camden Wealth Advisors provides investment management, financial planning, family office services, and pension consulting primarily to high-net-worth individuals and institutions. The firm offers customized portfolio strategies, including discretionary and non-discretionary management, and coordinates advanced planning services through affiliated entities.

Timothy Fleming is a Series 65-licensed financial advisor at Endurance Financial Planning, LLC with seven years of industry experience. He has been with Endurance since 2019 and is also involved with College Park Church of Christ since 2010. Endurance Financial Planning serves individual clients—including high-net-worth households—as well as pension plans, charities, and businesses. The firm primarily uses a passive investment approach focused on index funds and ETFs and provides discretionary wealth management, comprehensive financial planning, and ERISA retirement plan consulting.

Callen Campbell is a financial advisor at Advocates Wealth Planning in Houston, TX, holding a Series 65 designation with two years of industry experience. He previously worked at Sanctuary Advisors LLC and Concenture Wealth, and spent several years in education roles before entering the financial advisory field. Advocates Wealth Planning advises individual and high-net-worth clients by providing comprehensive financial planning alongside discretionary investment management. The firm uses an integrated asset-allocation approach with customized model portfolios and emphasizes tax-conscious implementation.

Cory Mizell is a financial advisor with Cove Wealth Management in Houston, TX, holding a Series 65 designation and 10 years of industry experience. He has worked at Valued Retirements, Inc. since 2016 and has a background with Solvay Chemicals dating back to 2014. Cove Wealth Management provides discretionary, fee-only investment management supported by financial planning and wealth coordination services to individuals, families, trusts, estates, and select institutional clients. The firm serves both high-net-worth and non-HNW clients, focusing on customized investment strategies that incorporate low-cost ETFs, mutual funds, individual securities, and independent managers.

Brock Hedgecoke is a CFP® and holds a Series 66 license with five years of industry experience. He is currently with Perennial Wealth Advisors, LLC and has prior experience at Ameriprise and several other advisory firms. Perennial Wealth Advisors provides financial planning, consulting, and discretionary investment management to individuals, trusts, estates, and business entities. The firm employs a strategic asset allocation approach grounded in Modern Portfolio Theory and fundamental analysis, primarily utilizing ETFs, mutual funds, and liquid alternative investments.

Amber Koenig is a financial advisor at Innova Wealth, LLC with two years of industry experience. She holds a Series 65 credential and has worked at Accurate Wealth Management and Keller Williams Southwest prior to her current role. Innova Wealth, LLC provides ongoing portfolio management and financial planning primarily to individual and high-net-worth clients. The firm combines fundamental analysis and modern portfolio theory with a long-term trading orientation and a time-segmented approach to retirement income, offering discretionary portfolio management as well as hourly financial planning services.

Jared Tobin is a CFP® with four years of industry experience, currently serving as an advisor at Olive Wealth Management in Houston, TX. He has been with Olive Wealth Management since 2021 and previously attended Texas Tech University. Olive Wealth Management is a small, supported registered investment adviser managing approximately $83.9 million across 54 clients. The firm serves individuals, high-net-worth clients, small businesses, trusts, and retirement plans, providing discretionary portfolio management and integrated financial planning with a focus on tax efficiency, cost minimization, and diversified global asset-class portfolios.

Brian Koepp is a financial advisor with Sonnet, LLC, holding Series 63 and Series 66 credentials and bringing 21 years of industry experience. He has worked at Sonnet since 2016 and also serves as Chief Investment Officer at Revo Financial, where he is responsible for updating and maintaining money management models. Sonnet, LLC provides discretionary and non-discretionary asset management and retirement-planning services to individuals, high-net-worth clients, trusts, small businesses, and churches. The firm employs a combination of passive strategic allocations and actively managed quantitative and tactical models, offering multiple distinct money-management strategies including options-based approaches and maintaining oversight of approximately $148 million in assets across 269 client relationships.

Tyler West is a CFP® professional with one year of industry experience, currently serving at C.L. Sheldon & Company, LLC. His prior roles include positions at Your Money Line and Upward Bound, as well as experience with Broome County Government and the United States Army Reserves. C.L. Sheldon & Company is a small, fee-only advisory firm focusing on individual and high-net-worth clients. The firm offers bundled financial planning, wealth management, standalone consulting, and financial coaching, with an emphasis on asset-allocation-driven portfolios managed on a non-discretionary basis.

Chukwuemeka Uzoukwu is a financial advisor with Dynamique Capital Advisors, holding Series 66, 65, and 63 licenses and having 13 years of industry experience. His background includes roles at NYLIFE Securities LLC, New York Life, and Citigroup Global Markets, among others. Outside of his advisory work, he serves as a non-compensated member of the Board of Governors for Dover College and a non-executive director for Guinea Plc, an insurance carrier. Dynamique Capital Advisors primarily serves high-net-worth individuals and plan sponsors, offering discretionary portfolio management, retirement plan consulting, and financial planning. The firm employs a tactical asset allocation strategy using fundamental, technical, cyclical, and event-driven analysis and manages approximately $25 million across ten client relationships.

Steven Frueh is a Series 66-registered financial advisor with Wealth Management Investment Advisors, LLC, based in Spring, TX, and has 19 years of industry experience. His prior roles include positions at Sonnet, LLC, Regal Investment Advisors LLC, Onyx Wealth Advisors, Inc., and Valic Financial Advisors. He is also a managing member of Galmont, LLC. Wealth Management Investment Advisors, LLC serves individual and high-net-worth clients, trusts, small businesses, and churches by providing comprehensive financial planning and wealth-management consulting. The firm focuses on advising clients on goals and asset allocation while referring assets to third-party money managers who implement strategies based on fundamental, modern portfolio theory, and technical analysis.

James Roth is a CFP® and holds a Series 66 license, with 12 years of experience in the financial advisory industry. He is the principal advisor at Roth Financial Partners LLC, where he has worked since 2020, following seven years at Raymond James Financial Services Advisors. Roth Financial Partners LLC provides discretionary investment advisory services and standalone financial planning to individuals, business entities, trusts, and estates. The firm focuses on portfolio management for individual and high-net-worth clients, utilizing fundamental and technical analysis to implement diverse investment strategies across multiple asset classes.

Roberto Ortega is a CFP® with 11 years of industry experience and is currently affiliated with Ridgeoak Wealth. His prior roles include positions at Charles Schwab and Fidelity Personal and Workplace Advisors. Ortega is also connected to NHABLA LLC, the corporate entity operating Ridgeoak Wealth. Ridgeoak Wealth is a registered investment adviser serving individual and high-net-worth clients, managing approximately $33.3 million across about 25 clients with a two-advisor team. The firm provides comprehensive financial planning and discretionary portfolio management, employing a blend of Modern Portfolio Theory, passive ETFs, and multiple analytical methods to inform its rules-based core portfolios and blended allocations.