Christina Osborne is a CFP® with 20 years of industry experience, currently serving at Life Balance Financial in Houston, TX. She has worked in financial advisory roles since 1990, including positions at Baron Financial Advisors and her own practice. Osborne is also a licensed insurance agent, dedicating part of her time to insurance sales. Life Balance Financial provides financial planning primarily through recommending and monitoring third-party investment advisers rather than directly managing assets. The firm focuses on asset allocation, portfolio construction, and tax-aware strategies, delivering a written financial plan and a diagnostic "Portfolio MRI" as primary client services.

Kaden Kozsuch is a financial advisor at Integrity Road Wealth Partners LLC with one year of industry experience. He holds a Series 65 designation and has worked previously at Baylor University and Kozsuch & Company Appraisals LLC. Integrity Road Wealth Partners LLC provides wealth management and financial planning services to individual and high-net-worth clients, managing portfolios across equities, bonds, mutual funds, ETFs, REITs, and options. The firm employs a blend of fundamental and technical analysis with Modern Portfolio Theory and long-term strategies, offering discretionary account management and custom indexing solutions.

Charles Parker Jr. is a CFP® practitioner with 30 years of experience in financial advising. He has worked at Parker Financial Advisors LLC since 2019 and was previously with Cl Parker, Inc., DBA Parker Financial Advisors, from 1996 to 2019. Parker Financial Advisors LLC provides wealth management and portfolio management services to individual and high-net-worth clients, utilizing a structured onboarding and multi-step planning process. The firm’s investment approach is based on Modern Portfolio Theory, focusing on diversification, long-term asset allocation, and institutional asset-class vehicles.

Aymeric Martinoia is a financial advisor with VIE INVEST, LLC in Houston, TX, holding a Series 66 designation and 17 years of industry experience. He has been with VIE INVEST since 2015. Mr. Martinoia is also licensed as an insurance agent and offers insurance products independently or through MassMutual Financial Group as part of his financial planning services. VIE Invest serves high-net-worth individuals, families, and various entities by providing discretionary portfolio management, financial planning, and investment consulting, including private-equity introductions and project due diligence. The firm constructs customized portfolios using model allocations and third-party managers, employing active techniques such as margin and options, and manages over $50 million in client assets.

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.

Rory Mackay is a financial advisor with Tiercel Capital Texas LLC, holding a Series 65 credential and 12 years of industry experience. He has been associated with Tiercel Capital Managers Limited since 2010, where he serves as CEO. Outside of his advisory role, Mr. Mackay owns Saker Capital LLC, an investment company focused on oil wells and oil royalties, and is involved with Merlin Factoring LLC, a factoring business. Tiercel Capital Texas LLC provides portfolio management services to individual and high-net-worth clients, emphasizing a value-oriented, fundamental analysis approach that includes equities trading below intrinsic value and special situations. The firm manages primarily discretionary accounts and utilizes a broader range of trading instruments than typical peers, with a small advisory team performing both portfolio management and compliance oversight.

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.

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.

Karl Joern is a financial advisor at BEE Financial Partners Wealth, LLC with nine years of industry experience. He holds a Series 65 designation and has worked previously at firms including Impact Partnership Wealth, LLC and Gradient Advisors. Joern is also involved in nonprofit work as a member and educator with the Association of Financial Consultants and serves as a member of the National Association of Registered Social Security Analysts. BEE Financial Partners Wealth, LLC provides investment advisory, financial planning, and consulting services to individuals, trusts, estates, and business entities. The firm uses a combination of fundamental, technical, charting, and cyclical analysis, offering strategies from long-term holdings to short-term trading and option writing, with ongoing account monitoring and financial plan delivery.

Jamie Tulip is a financial advisor at Forth Capital (USA), LLC with three years of industry experience. He holds a Series 65 designation and has worked with Forth Capital Group Limited since 2020, where he serves as a Chartered Financial Planner and Pension Transfer Specialist. His prior experience includes roles at WI Investment Group, Skybound Wealth Management, and London & Country Mortgages. Forth Capital (USA), LLC primarily serves UK expatriates in the United States who hold UK-based pensions, providing financial planning, pension transfer advice, portfolio management, and investment consulting. The firm offers non-discretionary advisory services with an emphasis on transatlantic retirement solutions and coordination with FCA-regulated pension-transfer specialists across multiple jurisdictions.

Lucas Drumond is a financial advisor at Drummond Wealth Management in Katy, TX, holding a Series 65 credential and one year of industry experience. Prior to joining the firm, he was a full-time student for nine years. Drummond Wealth Management serves individuals, trusts, estates, charitable organizations, and business entities with fee-based investment advisory and financial planning services. The firm employs a tactical allocation approach using a variety of investment vehicles and manages approximately $61.5 million in assets across both discretionary and non-discretionary accounts.

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.

Micah Mills is a financial advisor at CRIS Capital, Ltd. with one year of industry experience. He holds a Series 65 designation and previously worked at Chick-fil-A, SGS, Anytime Fitness, and KYSC. CRIS Capital, Ltd. provides ongoing portfolio management primarily to individual and high-net-worth clients, preparing tailored Investment Policy Statements. The firm employs fundamental analysis and modern portfolio theory in a long-term trading approach, managing accounts on a discretionary basis through a third-party subadvisor.

Robert Schlangen is a financial advisor with Park Walk Investments LLC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His career includes roles at The Huntington Investment Company, Park Walk Capital Markets, American General Life Insurance, AIG Capital Services, Sunbelt Securities, and WFG Advisors. He also consults on compliance matters with Bates Group. Park Walk Investments LLC provides portfolio management primarily for institutional clients and high-net-worth investors, focusing on fixed-income securities and utilizing a combination of fundamental, quantitative, and technical analysis across long- and short-term trading strategies.

Joshua Chandler is a financial advisor at Magnolia Wealth with a Series 65 credential and three years of industry experience. He has held positions at Metamorphic Capital, Magnolia Wealth Advisors LLC, and several other firms in various roles prior to his current position. 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 utilizes a blend of analytical methods and integrates tax services alongside portfolio management, and it employs AI-enabled tools and digital estate-planning platforms as part of its investment approach.

Nathan Powell is a financial advisor with Stability Partners Advisory Group, LLC in Spring, TX. He holds the CFP® designation and Series 65 license and has five years of industry experience. Prior to joining Stability Partners, he worked at Tesla Motors and Siemens Energy. Powell is also an associate partner and licensed insurance agent with Stability Partners LLC, spending a significant portion of his time in this role. Stability Partners Advisory Group provides fee-based financial planning, portfolio management, and retirement-plan advisory services to individuals and businesses. The firm operates as a co-advisor to a third-party money manager, primarily implementing client accounts through model portfolios selected based on clients’ objectives and risk tolerances.

Jennifer Baker is a CFP® with six years of industry experience, currently serving as an advisor at BWS Investment Management, LLC. She has held roles at Cambridge Investment Research Advisors and Houston Insurance Group LLC and is the managing member and insurance agent of Baker Wealth Strategies, LLC, an insurance agency. BWS Investment Management provides financial planning and investment advisory services to individuals, high-net-worth clients, and small businesses. The firm emphasizes customized financial plans followed by the selection and oversight of pre-screened third-party investment managers, serving also as a limited ERISA §3(21) fiduciary for employer-sponsored retirement plans.

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.

Benjamin O'Brien is a financial advisor with Capital Management Advisors LP in Houston, TX, holding a Series 66 designation and 15 years of industry experience. He has been with Capital Management Advisors and its affiliated entities since 2008. Outside of advisory work, he serves as a general partner in private equity energy funds managed by CMA Energy Fund Management LLC. Capital Management Advisors LP provides fiduciary investment consulting and portfolio management to individuals, families, trusts, retirement plans, and select pooled-vehicle investors. The firm employs a values-based, family-centered consultative approach with long-term, passively oriented asset-class portfolios, supplemented by selected alternative investments and tactical allocation decisions.

Clark Blackman is a CFP®, CFA®, and PFS™ credentialed advisor with 24 years of industry experience. He has been with Alpha Wealth Strategies, LLC since 2006. The firm serves individual investors, high-net-worth clients, trusts, estates, and select corporate accounts, providing discretionary portfolio management, manager selection, and segmented financial planning. Alpha Wealth Strategies follows a long-term, mean/variance optimization approach based on modern portfolio theory, emphasizing diversified asset allocation and periodic rebalancing rather than market timing.