Mary Perdue is a CFP® professional with two years of experience, currently serving as the sole advisor at Look Both Ways Financial, LLC in Houston, TX. Her prior work includes six years at Eventellect LLC and eight years at Briggs & Veselka Co. Look Both Ways Financial provides comprehensive and limited financial planning services to individuals and high-net-worth clients, focusing on areas such as retirement income, tax planning, estate planning, education planning, insurance review, and investment analysis. The firm emphasizes modern portfolio theory and passive investment strategies, offers educational seminars, and charges hourly fees for limited advice rather than percentage-of-assets fees.

Clark Forward is a financial advisor with Forward Financial LLC in Houston, TX, holding Series 63 and Series 65 credentials and 22 years of industry experience. He has worked with Guardian Life Insurance Company from 2005 to 2021 and has operated as a sole proprietor since 2010. Outside of advising, he maintains a fixed insurance sales practice and is a landlord. Forward Financial LLC provides discretionary investment management, financial planning, and pension consulting services to individuals, high-net-worth clients, corporations, and retirement plan sponsors. The firm integrates asset allocation, modern portfolio theory, and both quantitative and fundamental analysis, and it is notable for its pension consulting expertise and ability to serve as a discretionary 3(38) manager for retirement plans.

Steven Newmyer is the principal and sole advisor at Newmyer Wealth Management in Houston, TX, with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has been involved with Victorian Finance, LLC since 2014, where he spends part of his time providing residential mortgage loans. Newmyer Wealth Management serves individuals, high-net-worth clients, and institutional entities such as trusts and corporations. The firm employs an active investment approach combining charting, fundamental and technical analysis, and cyclical trend analysis, alongside offering financial planning and non-securities advisory services.

Willie Miles is a CFP® professional with 27 years of industry experience, currently serving as the principal advisor at Miles Wealth Management, L.L.C. in Houston, TX. He previously worked at Purshe Kaplan Sterling Investments from 2013 to 2017. Miles serves on the board of the Walipp Preparatory Academy School, a charter school and senior living facility in Houston. Miles Wealth Management offers discretionary portfolio management, written financial planning, and general consulting to individual and high-net-worth clients. The firm employs a mix of fundamental, technical, and cyclical analysis to implement investment decisions, using a variety of instruments tailored to client goals and risk tolerance.

Samuel Murray is a CFA® charterholder based in Houston, TX, with 19 years of industry experience. He has been leading Murray Investment Management, LLC since 2008. Outside of his advisory work, he serves as a trustee on the board of the Presbyterian School. Murray Investment Management advises individuals, high-net-worth clients, and business entities, providing discretionary investment supervisory services and financial planning. The firm constructs written Investment Policy Statements tailored to each client’s goals and employs a blend of charting, fundamental, technical, and cyclical analysis, including the use of derivatives and options strategies, managing client assets entirely in-house.

Rhett Carter is a CFA® charterholder and Series 66 licensee with 12 years of industry experience. He has been with Heights Investment Partners, LLC since 2016. He serves as a board member advising on the asset allocation for a nonprofit organization, the Christian Community Service Center. Heights Investment Partners provides discretionary asset management and tailored portfolio services to individuals, high-net-worth clients, trusts, estates, corporations, and small businesses. The firm employs a fundamental analysis-based investment approach focused mainly on a single model portfolio strategy with low turnover and long-term orientation.

Emad Samman is a financial advisor with Sunlight Investments in Katy, TX, holding a Series 65 designation and seven years of industry experience. He has worked at Hewlett Packard Enterprise and Micro Focus prior to founding Sunlight Investments in 2017. Sunlight Investments is a single-advisor independent firm that provides discretionary portfolio management for individual and small business clients. The firm focuses on managing U.S.-listed equity portfolios through limited trading authorization, emphasizing a concentrated selection of 20–40 equities chosen for financial stability and industry position.

Steven Gim is a CFA® charterholder with 19 years of industry experience. He is the sole advisor at SGMG Enterprise LLC and has previously worked at BASF Corporation and Shaw Stone & Webster. SGMG Enterprise LLC provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, and trusts and estates. The firm uses model and customized portfolios, emphasizing strategic asset allocation with mean-variance optimization and primarily invests in exchange-traded funds, incorporating options strategies when appropriate.

Randhir Sahni is the sole advisor at Sahni, Inc. in Houston, TX, holding Series 63 and Series 65 licenses with 28 years of industry experience. He has worked at Sahni, Inc. since 2014 and also serves as president of Llewelyn Davies Sahni, an architectural firm. Sahni participates in advisory committees at Kansas State University and Rice University’s schools of architecture and chairs the investment committee for ALF, a leadership teaching organization. Sahni, Inc. provides discretionary investment management and financial planning to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm manages approximately $36.2 million across 42 accounts, focusing on customized portfolios that emphasize individual U.S. and foreign equities, ETFs, and may include limited partnerships and option contracts. The adviser uses fundamental analysis with a primarily long-term approach, incorporating flexibility for short-term trading when needed.

Robert Porter is the sole advisor at Porter Investments in Houston, TX, holding Series 63 and Series 66 licenses with 22 years of industry experience. He has been associated with Daedalus Capital Group, Inc. since 1996. Porter Investments provides discretionary investment management to individuals, families, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm uses proprietary models combining quantitative and technical analysis to implement tailored portfolio strategies through model portfolios and separately managed accounts, including both passive index-based allocations and active ETF/equity strategies.

Austin Middleton is a CFP® professional with one year of experience, currently serving as an advisor at Potentia Wealth Advisors LLC. His background includes founding Potentia Advisors LLC and prior work with Royalwood Church. Potentia Wealth Advisors LLC provides advisory services to individual and high-net-worth clients, focusing on portfolio management and financial planning. The firm’s investment approach integrates cyclical and fundamental analysis with modern portfolio theory and offers both long- and short-term trading tailored to client objectives.

Douglas Cannon is a CFA charterholder with 29 years of experience in the investment industry. He has served as the portfolio manager and principal at Texas First Investment Management Company since 2004. The firm provides discretionary equity portfolio management to both institutional clients and individual investors, employing a value equity strategy focused on fundamental, bottom-up research and concentrated U.S. equity holdings. Texas First Investment Management Company typically holds 12–20 stocks with an average holding period of around 18 months and does not use derivatives, leverage, or technical trading methods.

James Marshall is the principal of Marshall Wealth Management, LLC, an independent advisory firm based in Sugar Land, TX. He holds Series 63 and Series 66 licenses and has 33 years of industry experience. Since 2003, he has been president and owner of Mini Moguls Edutainment Company, which provides financial education through comic books to schools nationwide. Marshall Wealth Management serves individual clients, families, trusts, estates, and nonprofit organizations, offering financial planning, portfolio management, and investment supervisory services primarily on a non-discretionary basis. The firm’s approach focuses on asset allocation and long-term strategies, with a documented planning process covering cash flow, tax, retirement, and estate considerations.

Damon Collins is a financial advisor at Collins Wealth Management in Sugar Land, TX, with seven years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones and the United States Army Corps of Engineers. In addition to his advisory role, he maintains a part-time quality assurance position and participates in public speaking and occasional pro-bono education. Collins Wealth Management serves individual clients, including both non–high-net-worth and high-net-worth households, offering tailored investment management and comprehensive financial planning. The firm combines passive and active investment approaches, constructing portfolios focused on managing volatility and aligned with clients’ goals, while providing additional services such as business planning, college savings, insurance reviews, and educational seminars.

Aubrey Hughes is a financial advisor at Elite Data Solutions LLC in Houston, TX, holding a Series 65 designation with one year of industry experience. Prior to founding Elite Data Solutions, Hughes worked in roles at Xcel Energy, ICF International, McDermott International, IBM, and the University of Texas at Austin. In addition to advisory services, Hughes maintains a substantial outside data-engineering role. Elite Data Solutions LLC provides investment advisory services to individuals and small businesses, focusing on low-cost, diversified mutual funds and ETFs, with discretionary portfolio management and financial planning. The firm uses fundamental analysis with a primarily long-term investment horizon while maintaining flexibility for shorter-term adjustments and emphasizes ongoing personal contact to establish client goals and risk tolerance.

Jeremy Biar is the founder and managing member of BIAR Legacy, LLC, an independent financial advisory firm based in Houston, TX. He holds a Series 65 credential and has five years of industry experience, including a prior role with Northwestern Mutual. Outside of his advisory work, he co-founded a financial budgeting software called BudgetForLife and produces financial education content while providing business coaching to aspiring entrepreneurs. BIAR Legacy, LLC offers discretionary investment management and financial advising to individuals, high-net-worth families, and charitable organizations. The firm builds custom, values-driven portfolios primarily consisting of U.S. equities, supplemented by diversified allocations to real estate funds, commodities, precious metals, and fixed income, employing a mix of fundamental, quantitative, technical, and charting analysis.

David Kolts is a CFP® with 20 years of industry experience and is the principal advisor at Pegasus Wealth Management in Richmond, Texas. He also manages Allied Insurance Agency and operates a CPA practice, David B. Kolts, CPA, PLLC, where he provides accounting, tax compliance, and consulting services. Additionally, he teaches small business tax workshops for the IRS and QuickBooks classes for the Small Business Development Center. Pegasus Wealth Management is a fee-only registered investment adviser serving individuals, trusts, estates, small businesses, charitable organizations, and retirement plans. The firm emphasizes largely passive, diversified portfolios guided by strategic and tactical asset allocation, operating primarily on a non-discretionary basis with occasional value tilts and model portfolio selections supported by an outsourced chief investment officer.

Vinod Naidu is a financial advisor at SOF Spectrum Capital Management, LLC with a Series 65 designation and four years of industry experience. Prior to founding his firm, he was self-employed for three years and spent 19 years at CDK Global Inc. SOF Spectrum Capital Management serves individual and high-net-worth clients through discretionary asset management and retirement-plan allocation consulting. The firm employs a tactical investment approach using fundamental and technical analysis, including long- and short-term equity positions, ETFs, options, and margin, and offers performance-based fee arrangements for qualified clients.

Roy Nichol is a CFA charterholder with 24 years of industry experience. He is the principal of Nichol Capital Advisors, LLC, an independent consulting firm he founded in 2023. Prior to this, he worked at Touchstone Advisors, LLC, Citi Private Bank, and Greycourt & Co., Inc. Nichol is also a member of Cardinal Hill Farm, LLC, a family real estate entity in Columbia, Tennessee. Nichol Capital Advisors provides portfolio analysis and advisory services through time-limited consulting engagements for individuals, family offices, foundations, endowments, and businesses. The firm focuses on investment policy development, third-party manager review, asset allocation modeling, and custom analytical projects without taking custody of client assets or exercising investment discretion.

Lowell Bass is a financial advisor at BF, LLC with 31 years of industry experience. He holds a Series 63 designation and has previously worked at Taggart Financial Group, Inc. and RHJ Financial, Inc. Since 2016, he has also provided life coaching as a sole proprietor. Bass Financial, LLC is an independent advisory firm offering discretionary portfolio management to individuals, qualified retirement plans, and trusts. The firm manages about $4.6 million for roughly 15 clients, focusing on personalized investment policies that incorporate technical analysis and individual trade execution.