Pratik Shah is a CFA® charterholder and holds a Series 65 license with 11 years of industry experience. He has been with Amijag Investment Managers LLC since 2012 and is also involved as a business research analyst and director at related entities Amijag Inc. and Amijag USA Inc. Amijag Investment Managers LLC provides discretionary and non-discretionary investment supervisory services primarily to institutional and business clients, including hedge funds, corporations, retirement plans, foundations, and endowments. The firm also offers financial planning, bookkeeping, and tax advisory services to individuals and families, managing a private hedge fund and employing active portfolio management with model strategies and alternative investment allocations.

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.

Minh Vo is a financial advisor with Verus Financial Group in Sugar Land, TX, holding Series 63 and Series 65 licenses and 19 years of industry experience. His career includes roles at Cambridge Investment Research Advisors and MassMutual Life Insurance Company. Outside of advising, he owns a gym business and participates in a CPA team-based consultation model. Verus Financial Group serves individuals, pension and profit-sharing plans, and business entities, offering discretionary portfolio management, financial and estate planning, and access to private equity and alternative investments. The firm employs a strategy combining modern portfolio theory, automated rebalancing, tax-loss harvesting, and exposure to digital assets.

Haya Naaz Ukani is a financial advisor at Amijag Advisors LLC, holding a Series 65 designation with no prior industry experience. She has worked at Pendulum Watches Inc. since 2020 and was affiliated with the University of Houston from 2015 to 2023. Amijag Advisors LLC provides discretionary investment supervisory services primarily to institutional and corporate clients, including hedge funds, retirement plans, foundations, and endowments. The firm also offers financial planning, bookkeeping, and tax-preparation services, managing personalized, model-based portfolios with active allocation management and periodic rebalancing.

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.

Anthony Daoheuang is a financial advisor at Verus Financial Group with four years of industry experience. He holds the Series 66 designation and has previously worked at Lux Advisor Group and MassMutual Greater Houston. Outside of advising, he owns Bench Press and Invest, an online platform offering free financial advice targeted at adolescents entering college. Verus Financial Group serves individuals, pension and profit-sharing plans, and business entities with discretionary portfolio management, financial and estate planning, and access to private equity and alternative investments. The firm employs modern portfolio theory combined with automated rebalancing and tax-loss harvesting, and integrates pension consulting with third-party manager relationships to offer specialized private opportunities.

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.

Brett Cristiano is a financial advisor at Verus Financial Group with 13 years of industry experience. He holds the Series 66 designation and has worked at Mass Mutual Life Insurance Company since 2012. Cristiano is also a member of MassMutual’s Elite Resource Team, which focuses on outsourced cost segregation and tax reduction strategies. Verus Financial Group serves individuals, pension and profit-sharing plans, and business entities, offering discretionary portfolio management, financial and estate planning, pension consulting, and access to private equity and alternative investments. The firm combines modern portfolio theory with automated rebalancing and tax-loss harvesting, and employs strategies including digital asset exposure, options, margin, and securities-based lending.

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.

Justin Singletary is a financial advisor with Quiver Financial Holdings LLC in Katy, TX, holding Series 63 and Series 65 credentials and possessing nine years of industry experience. His work history includes roles at American Trust Investment Services, WestPark Capital, World Financial Group, and Transamerica Financial Advisors. He also serves as Director of Business Development for Quiver Financial, Inc. Quiver Financial Holdings serves individual and high-net-worth clients, investment companies, and corporations by providing portfolio management, financial planning, consulting, and managed account services. The firm offers a subscription newsletter focused on macro commentary and employs a diversified investment approach tailored to clients’ objectives, time horizons, and risk tolerances.

Gary Penick is a financial advisor with Life Balance Financial in Houston, TX, holding Series 65 and Series 66 licenses and eight years of industry experience. His background includes roles at Edward Jones and CarMax, where he currently works as a sales consultant. Life Balance Financial provides comprehensive financial planning and retirement-plan consulting for individual and high-net-worth clients. The firm serves as the primary adviser while recommending and monitoring third-party investment managers who typically use Modern Portfolio Theory and the Fama-French three-factor model.

Samuelson Drumond is a CFP® with eight years of industry experience, currently serving at Drumond Wealth Management. His prior roles include positions at Sovereign Wealth Advisors LLC, LPL Financial, Edward Jones, Drumond Associates, and Santander Bank N.A. Outside of his advisory work, he is an independent insurance producer. Drumond Wealth Management offers fee-based investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a tactical allocation strategy using fundamental, technical, and cyclical analysis across diverse instruments and operates a wrap fee program that integrates advisory and execution services.

Joe Allen is a financial advisor at Life Balance Financial in Houston, TX, with 28 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Park Avenue Securities and Guardian Life Insurance Company. In addition to his advisory role, he operates as an independent insurance agent. Life Balance Financial provides financial planning by recommending and monitoring third-party investment advisers rather than managing client assets directly. The firm emphasizes asset allocation, portfolio construction, and tax-aware strategies, delivering a written financial plan known as the "Portfolio MRI" as its primary client service.

Michael Gault is a financial advisor at Redfish Capital with 23 years of industry experience. He holds a Series 65 designation and previously spent over two decades at Kempner Capital Management, which is currently in the process of closing. 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, charting, and cyclical analysis to tailor portfolios to client goals and coordinates with clients’ other professionals for comprehensive reviews.

Michael Schiff is a financial advisor at Incomar Investments, LLC with 24 years of industry experience. He holds a Series 65 designation and has been with Incomar Investments, L.P. since 1994. Outside of his advisory role, he serves as president and director of Luxury Lodges, Inc., a mobile home and recreational vehicle park. Incomar Investments, LLC provides discretionary wealth and portfolio management primarily for high-net-worth individuals, trusts, estates, small businesses, and charitable organizations. The firm employs a strategic asset allocation approach combining fundamental and technical analysis and offers access to non-traditional investments and institutional platforms.

Craig Narum is a CFP® professional with 23 years of industry experience. He has been with Trisperity Advisors, LLC since 2007 and also serves as an adjunct consultant at Qittitut Consulting LLC, focusing on growth strategy facilitation, business process redesign, and financial modeling. Trisperity Advisors provides fee-only financial planning and investment management services to individuals, trusts, estates, charitable organizations, and small businesses. The firm emphasizes strategic asset allocation and global diversification, managing approximately $283.7 million across about 266 clients, primarily on a discretionary basis.

Kathryn Prestwood is a CFP® professional with five years of industry experience, currently serving as a financial advisor at Penney Financial in Houston, TX. Her prior experience includes roles at RMB Capital and Heart and Soul Tea Room, reflecting a diverse background. Penney Financial provides comprehensive financial planning and advisory services to individuals, families, high-net-worth clients, trusts, estates, charitable organizations, and small businesses. The firm emphasizes a planning-first process supported by academic research, using low-cost mutual funds and ETFs within investment strategies that combine goal-based planning and discretionary portfolio management.

Douglas Murrill is a financial advisor at Redfish Capital with 32 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Redfish Capital Management LLC since 2010. Outside of his advisory role, he serves as an officer of the Joe Murrill Family Foundation. 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 employs a variety of investment strategies tailored to client goals and coordinates with other professional advisors, while also offering affiliated insurance and accounting services.

Thomas Tracy is a Series 65-licensed financial advisor with Forth Capital (USA), LLC, where he has worked since 2022. He has over two years of industry experience and is also the CEO and founder of Forth Capital Group, a firm established in 2004 that manages client assets internationally. Outside of his advisory role, he owns the FC EDINBURGH soccer team, focusing on strategic activities. Forth Capital (USA), LLC primarily serves UK expatriates living in the United States who hold UK-based pensions, providing financial planning, pension transfer advice, and portfolio management. The firm operates on a non-discretionary basis, emphasizes transatlantic retirement solutions, and coordinates with UK-regulated pension-transfer specialists and affiliated entities across multiple jurisdictions.