Tyler Hunt is a CFA charterholder and the sole advisor at MyFi Wealth Management, LLC with four years of industry experience. Prior to founding his firm, he worked at JPMorgan Chase and PSN Affiliates. In addition to his advisory role, he serves as Business Director at Astrocare Home Healthcare, a position he has held since 2021. MyFi Wealth Management provides discretionary investment management and financial planning primarily to individual and high-net-worth clients. The firm uses a goal-based investment process emphasizing growth and capital preservation through asset allocation, risk management, and a top-down sector approach to equity exposure.

David Carter is a CFP®-certified financial advisor with 18 years of industry experience. He has been the principal of Carter Capital Management since 2003 and previously worked at Merrill for five years. Carter Capital Management provides investment supervisory services and comprehensive financial planning to individuals, high-net-worth clients, trusts, estates, retirement accounts, and corporate and institutional clients. The firm operates as a fee-only fiduciary and emphasizes long-term, disciplined investing using diversified, low-cost index funds and ETFs, along with selective active management.

Blake Wagner is a financial advisor at Wagner Wealth Management in Houston, TX. He holds a Series 65 designation and has one year of industry experience. Prior to founding Wagner Wealth Management, he worked at JE Compliance Services, Inc. for five years. Wagner Wealth Management serves pooled vehicles and institutional or entity clients with portfolio management and financial planning services. The firm combines technical and quantitative techniques with fundamental analysis and modern portfolio theory, and it offers market-timing and paid subscription services alongside its investment management strategies.

Jesus Marquez is a CFP® with 10 years of industry experience and is the sole advisor at EZ Financial Group Inc. in Pearland, TX. He has been with EZ Financial Group since 2015 and also maintains a separate tax practice as an Enrolled Agent preparing and filing returns for individuals and businesses. EZ Financial Group provides ongoing asset management and modular financial planning for individuals, trusts, estates, corporate retirement plans, and small businesses. The firm typically manages both discretionary and non-discretionary accounts using a passive portfolio construction approach with index mutual funds and ETFs, complemented by fundamental, technical, cyclical, and charting analyses.

Douglas Berti is a CFP® professional with three years of industry experience and is the sole advisor at Texas Assured Financial Planning LLC in Houston, TX. Prior to founding his independent advisory, he worked at Tapfin/EY and AIG, and spent 15 years at ExxonMobil. He is also the managing member of Texas Assured Tax Preparation LLC, a tax preparation business. Texas Assured Financial Planning LLC serves individual and high-net-worth clients by providing fee-only investment management, comprehensive financial planning, and tax return preparation. The firm employs a strategic asset allocation approach using both passive and active investments, with portfolios reviewed quarterly and adjusted tactically or for tax efficiency when appropriate.

I help Gen Z and Millennial veterinarians nationwide build wealth, crush student debt, manage burnout, and design a life they love both in and out of the clinic. I’m Ashley Foster, founder of Nxt:Gen Financial Planning and a CERTIFIED FINANCIAL PLANNER™ professional. Married to an extremely hardworking ER veterinarian, I have a unique understanding of the daily challenges you face, both financially and professionally. My mission is to help veterinarians like you navigate the complexities of money and life with clarity and confidence. As your Financial Sherpa, I’ll guide you on a journey that empowers you to live authentically and use money as a tool to make it happen. Together, we’ll crush your student debt, organize and automate your finances, avoid costly mistakes, and free up your time to focus on the people and things you love. Schedule a complimentary Intro Call today and take your finances to the next level.

Nicolas Hurst is a CFA® charterholder and holds a Series 66 license with five years of industry experience. He is the principal and sole advisor at Caiman Capital Group LLC, where he has worked since 2021. Prior to founding Caiman Capital Group, he was affiliated with Avalon Wealth Management, LLC and Avalon Advisors, LLC from 2017 to 2021. Caiman Capital Group is a Texas-registered investment adviser that provides portfolio management and investment analysis to individuals, high-net-worth clients, and qualified clients. The firm combines quantitative models with fundamental, technical, cyclical, and economic analysis to guide discretionary investment decisions.

Jamie Johnson is the sole advisor at JLJ Capital Management, LLC in Houston, TX, holding Series 63 and Series 65 credentials with 25 years of industry experience. He has led JLJ Capital Management since its founding in 2005. JLJ Capital Management provides investment management and financial planning services to individuals, trusts, estates, corporations, and pension/profit-sharing plans. The firm employs strategic asset allocation and rebalancing with a blend of individual bonds, equities, actively managed ETFs, and open-ended funds, and offers both discretionary and non-discretionary portfolio management.

Alden Shorter is the sole principal of Shorter, Alden M., an investment advisory firm based in Houston, TX. He holds a Series 65 designation and has four years of experience in investment management. Prior to founding his firm in 2021, he worked at Live Nation Entertainment for three years. In addition to his advisory work, Shorter is employed as a contract attorney with FTI Consulting, where he reviews contracts and legal documents related to litigation. Shorter, Alden M. provides customized investment management, financial planning, and consulting services to individuals, high net worth clients, and small businesses. The firm employs a client-driven, non-discretionary approach focused on asset allocation and portfolio monitoring, and offers various billing arrangements tailored to client needs.

Rashid Mosley is an advisor at Amana Advisors with credentials including the Series 63 and Series 65 licenses and three years of industry experience. Before founding Amana Advisors in 2023, he worked in diverse fields including trucking and the music industry, and has been a self-employed CPA since 2005. He is also involved in nonprofit work through Blokk Akademy, which provides food programs to at-risk youth, and runs Melanated Millionaire, Inc., an organization for speaking engagements. Amana Advisors is an independent firm offering asset management and advisory services to institutional and pooled-vehicle clients, alongside financial planning and retirement-rollover advice. The firm employs a tailored portfolio management approach using strategic and tactical asset allocation, incorporating fundamental, technical, and charting analysis with regular monitoring and quarterly reviews.

Patrick Van Pelt is a financial advisor at Longevity Fiduciary, LLC with three years of industry experience. He holds a Series 65 designation and has worked with several firms including Baldwin Group Wealth Advisors and BKS Financial Investments. Outside of advisory roles, he is involved with multiple LLCs, including Altravia Venture Studio and Rebalansa. Longevity Fiduciary provides financial planning, investment consulting, and pension consulting services to individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and insurance companies. The firm emphasizes non-discretionary advice through written plans based on clients’ objectives, time horizons, and risk tolerance, using fundamental and quantitative analysis alongside modern portfolio theory.

Hector Castellanos is a financial advisor with HRC Financial in Houston, TX, holding Series 63 and Series 65 designations and has six years of industry experience. His prior roles include positions at Signature Financial Advisors and JP Morgan Chase & Co. He is also an independent insurance producer involved in insurance production activities. HRC Financial provides fee-based investment advisory services and comprehensive financial planning to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm emphasizes strategic asset allocation and employs fundamental and cyclical analysis, often working with unaffiliated third-party money managers while offering plan consulting and business advisory support.

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/

William Scheel is the sole advisor at William R. Scheel, Investment Adviser, an independent firm based in Houston, TX. He holds 12 years of industry experience and has been managing his own advisory firm since 1984. The firm provides personalized, fee-only investment management to a small number of individual and institutional clients, including pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. Its investment approach focuses on strategic asset allocation with diversified portfolios built from stocks, bonds, no-load mutual funds, and passively managed index and exchange-traded funds.

Stephen Read is a financial advisor at H.I.T. Capital, LLC with 13 years of industry experience. He holds a Series 65 designation and has worked at his current firm since 2015. In addition to his advisory role, he is a full-time engineer at ConocoPhillips. H.I.T. Capital, LLC is a state-registered independent investment adviser serving primarily high-net-worth individuals and investors in a private pooled vehicle. The firm employs a long-term, long-biased approach focused on structurally inefficient exchange-traded products and undervalued securities, combining proprietary fundamental analysis with trading models and institutional-style fund operations.

Brandon Lockwood is the sole advisor at Lockwood Wealth Strategies, LLC in Houston, TX, with 19 years of industry experience. He holds a Series 66 designation and has previously worked at Cetera Advisors LLC, Cetera Investment Advisors LLC, Lifestyle Asset Management, Inc., First Allied Advisory Services, Inc., and First Allied Securities, Inc. Lockwood Wealth Strategies provides wealth management and financial planning services to individuals, trusts, estates, and businesses, managing approximately $80.6 million on a discretionary basis for about 70 clients. The firm constructs portfolios using exchange-traded funds, low-cost diversified mutual funds, and individual equities, applying both fundamental and technical analysis with a predominantly long-term focus while allowing shorter-term trades for rebalancing or client needs.

Donald Traylor is the sole advisor at Donald W. Traylor, an independent firm based in Houston, Texas. He holds a Series 66 designation and has 15 years of experience in the financial industry. Prior to establishing his current firm, he worked at D.H. Hill Advisors, Inc. from 2004 to 2006. In addition to his advisory role, he is a licensed attorney providing legal services primarily to businesses. The firm offers discretionary portfolio management focused on individual clients, creating customized portfolios aligned with client objectives and risk tolerance. Its investment approach centers on a total-return strategy using fundamental analysis and occasional technical analysis, with portfolios that may include stocks, mutual funds, ETFs, and fixed income instruments.

Thomas Till is a financial advisor with APPS Wealth Management, Inc. in Friendswood, TX, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has been with APPS Wealth Management since 2017 and also owns Compass Tax Solutions, a local tax preparation business. Till has a background that includes roles at Investment Advisors, Life Planning Solutions, Inc., Proequities, Inc., and APPS Financial Group, Inc. APPS Wealth Management is an independent advisory firm that provides financial planning and investment advice primarily to individual clients. The firm refers clients to third-party money managers for portfolio management and custody, assisting with onboarding and monitoring without exercising discretionary trading authority.

Theodore Koinis is a CFP® professional with 26 years of industry experience, currently serving as the sole advisor at Helios Wealth Advisors, LLC since 2005. Based in Pearland, TX, he holds Series 63 and Series 66 licenses. Koinis also manages the operations of Silver Pear 518 Business Park, Ltd., where he oversees budgeting and maintenance. Helios Wealth Advisors is an independent firm providing discretionary investment management, financial planning, and retirement-plan consulting to individuals, trusts, charitable organizations, and pension plans. The firm employs a strategic asset allocation approach with actively managed mutual funds and diversified asset classes, reviewing accounts quarterly and tailoring portfolios to client objectives.

John Hinrichs is a CFP® professional with 22 years of experience in financial advising, operating through Celtic Capital Corporation since 1997. He holds Series 63 and Series 65 licenses and is based in Houston, TX. In addition to his advisory work, Hinrichs maintains an active law practice providing arbitration and mediation services. Celtic Capital Corporation is an independent, fee-based registered investment adviser serving individuals, families, trusts, estates, and small business owners. The firm combines comprehensive financial planning with investment supervisory services, employing a strategy that blends passive index and ETF exposures with selected active funds, dividend-paying stocks, and fixed income to build diversified portfolios.