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.

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.

Benjamin Childs is a financial advisor with Wealth Management Investment Advisors, LLC and holds a Series 65 license. He has 14 years of industry experience, including roles at Sonnet, LLC and Onyx Wealth Advisors, Inc. Outside of advising, he is involved in managing insurance sales through several agencies and holds managing member positions in multiple business entities. Wealth Management Investment Advisors, LLC serves individual and high-net-worth clients, trusts, small businesses, and churches by providing financial planning, wealth-management consulting, and advisory services. The firm generally does not manage client portfolios directly but refers assets to third-party managers who use fundamental, modern portfolio theory, and technical analysis approaches.

David Turner is a CFP® with 23 years of industry experience and is currently with Bison Investment Advisors, LLC, where he has worked since 2019. His prior experience includes roles at Kestra Financial Services, Arthur J. Gallagher & Co., Robert Baird & Co., Ameriprise, UBS Financial Services, Citigroup Global Markets, and Legg Mason Wood Walker. Outside of advising, he acts as an independent life insurance agent, dedicating a small portion of his time to that activity. Bison Investment Advisors provides discretionary investment management and financial planning services to individuals, trusts, estates, charitable organizations, qualified retirement plans, and business entities. The firm employs multi-asset portfolios that include traditional and alternative investments and serves as general partner and sponsor of a private fund, offering pooled investment vehicles with performance-based compensation for qualified investors.

Cary Marger is a financial advisor at Position Wealth with 14 years of industry experience. He holds the Series 66 designation and previously worked at Merrill Lynch from 2014 to 2019 before joining Position Wealth. Position Wealth provides discretionary investment and wealth management services to individuals, high-net-worth clients, charitable organizations, and businesses. The firm manages approximately $242 million across about 215 client relationships, offering tailored portfolios that include mutual funds, ETFs, individual securities, options, and selected Independent Managers.

Larry Dubose is a Series 65-licensed financial advisor with four years of industry experience. He is currently with Centurion Counsel Inc and also serves as a consultant for Presidio Property Trust in San Diego. Centurion Counsel provides a discretionary Strategic Asset Allocation wrap-fee program for individual and institutional investors, utilizing Modern Portfolio Theory and optimization tools to manage portfolios based on client-approved risk and return parameters. The firm manages approximately $57.4 million with a team of three advisory professionals.

As a financial planner, I am truly passionate about guiding families to make smart financial choices today that will create your legacy later on. I am here to support you and your family as you achieve the financial freedom you desire—so you can live out your dreams without stressing over your finances. Before founding Legacy Financial Designs, I gained six years of specialized experience working with families in the wealth accumulation phase of life. I am a graduate of the Texas A&M Financial Planning program. Outside of the office, I can be found woodworking, cheering on Aggie Athletics, attending the Woodlands United Methodist Church, working out, taking road trips, or on a beach.

Jose Chacon Soto is a financial advisor at Direwolf Wealth Management, LLC with eight years of industry experience. He holds a Series 65 designation and has worked at Governing Dynamics, LLC since 2024. Prior to that, he was with IPG Investment Advisors, LLC for five years and has also been self-employed. Direwolf Wealth Management provides discretionary portfolio management primarily to high-net-worth individuals, focusing on listed fixed income, publicly traded equities, and options strategies. The firm’s investment approach combines top-down market analysis with fundamental security evaluation and technical timing, emphasizing diversification and risk monitoring.

Douglas Neal is a CFP® professional with 42 years of industry experience, currently affiliated with LPL Financial. He has been operating Neal Financial Group, L.P. since 2002 and has served with LPL Financial since 2001. Neal also hosts a radio show called The Money MakeOver Team. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and accommodates various advisory and brokerage service combinations to meet client needs.

Xavier Ibarrola is a financial advisor at Avanzza Investments LLC with 24 years of industry experience. He holds Series 66 and Series 63 licenses and has worked previously at ACP Securities LLC, Banorte-Ixe Securities International, Ltd., Banorte Asset Management, and Morgan Stanley. Avanzza Investments LLC provides wealth advisory and discretionary portfolio management services to affluent individuals, families, trusts, and organizations including corporations and private equity funds. The firm employs a top-down investment approach combined with bottoms-up analysis, focusing on liquidity, risk management, and cost efficiency, and serves a broad client base that ranges from high-net-worth individuals to institutional entities.

James Bailes Jr. is a CFP® and PFS™ credentialed advisor with 22 years of industry experience. He is a partner at Bailes Bates & Associates LLP, an accounting and tax planning firm, where he dedicates a majority of his time. He has also worked at Regal Investment Advisors LLC and currently serves as an advisor at Wealth Management Investment Advisors, LLC since 2014. Additionally, Bailes is a licensed independent insurance agent involved in life, health, disability, long-term care, and group benefits insurance. Wealth Management Investment Advisors, LLC serves individual and high-net-worth clients, trusts, small businesses, and churches, focusing on comprehensive financial planning and wealth management consulting. The firm advises on asset allocation and refers clients to third-party money managers, utilizing fundamental analysis, modern portfolio theory, and technical analysis without charging traditional percentage-of-AUM fees.

Shane Bilski is a financial advisor at Magnolia Wealth with a Series 65 designation and one year of industry experience. His previous roles include positions at Four Season Development and First National Bank of Bellville. Magnolia Wealth is a state-registered advisory firm serving individual and high-net-worth clients with discretionary portfolio management and comprehensive financial planning. The firm employs a mix of analytical techniques and incorporates tax services alongside portfolio management.