Richard Higginbotham is the president of Riverway Asset Management, Inc. in Houston, TX, with 22 years of industry experience. He holds a Series 63 designation and has been an independent insurance agent since 1997. Higginbotham has led Riverway Asset Management since 1995. Riverway Asset Management offers fee-based portfolio management and integrated financial planning to individuals, trusts, estates, foundations, retirement plans, charitable organizations, and business entities. The firm provides non-discretionary advice using asset-allocation models and proprietary portfolios from SEI Investment Company, with accounts reviewed annually and rebalanced quarterly.

David Hoctor is a CFP®-certified financial advisor with 24 years of industry experience. He has led Hootor Financial Group, LLC since 2006 in Houston, TX. Hoctor holds Series 63 and Series 65 licenses and focuses on serving individual clients and families. Hootor Financial Group provides discretionary investment management and comprehensive financial planning, advising trusts, estates, and business entities. The firm employs fundamental security analysis with both long- and short-term strategies across various instruments and maintains a boutique client roster of about twenty families.

Douglas Anderson III is the sole advisor at Douglas Anderson, III in Houston, TX, holding a Series 63 license with five years of industry experience. He has been affiliated with Goodrich Operating Company since 2009. In addition to his advisory role, Mr. Anderson operates as a Certified Public Accountant and Licensed Real Estate Broker through his sole proprietorships, providing tax planning, business consultation, and real estate brokerage services. His firm provides investment supervisory services and customized investment advice to accredited clients, including individuals, families, IRAs, endowments, trusts, and business entities. The firm emphasizes long-term asset allocation and diversification through primarily fundamental analysis, offering discretionary portfolio management while clients retain their own custodians.

Kenneth Katzen is the sole advisor at Post Oak Investment Management, Inc. in Houston, TX, holding Series 63 and Series 66 credentials with 22 years of industry experience. He has been with Post Oak Investment Management since 2003. Post Oak Investment Management is an independent registered investment adviser serving individuals and institutional clients such as banks, credit unions, trusts, estates, and corporations. The firm offers discretionary managed-account services using a proprietary Model Asset Allocation Program (MAAP®) that incorporates fundamental and technical analysis across a variety of investment instruments.

Douglas Malone is the sole advisor at OverFlow Financial LLC in Missouri City, TX, holding Series 65 and Series 66 designations with 15 years of industry experience. His prior work includes positions at Mass Mutual and MML Investors Services Inc. Malone is also affiliated with FEMA since 2022. OverFlow Financial provides portfolio management and financial planning services primarily to individual clients. The firm emphasizes a long-term investment approach guided by client-specific Investment Policy Statements, focusing on mutual funds, fixed income, equities, ETFs, and insurance products, while not exercising discretionary authority over accounts.

Liem Hoang is a financial advisor at Stillforest Wealth Management in Houston, TX, holding CFP® and CFA® designations as well as a Series 65 license. He has eight years of industry experience, with prior roles at firms including OWLFA LLC, Trajan Wealth, L.L.C., and Investec Wealth Strategies. Stillforest Wealth Management serves individual and high-net-worth clients by providing investment management and comprehensive financial planning across areas such as business planning, retirement, and estate planning coordination. The firm employs a blend of passive and active investment strategies grounded in modern portfolio theory and offers discretionary portfolio management with quarterly reviews.

Julie Orser Odermatt is the sole advisor at Orser Investment Advisors, Inc., an independent firm based in Houston, TX. She holds a Series 63 designation and has 32 years of industry experience, having founded and led the firm since 1994. Orser Investment Advisors is a fee-only fiduciary investment adviser serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs a strategic asset allocation approach with periodic rebalancing, utilizing a mix of equity and bond ETFs alongside actively managed funds, and provides portfolio management services uncommon for a single-advisor firm.

“A goal without a plan is just a wish.” - Antoine de Saint-Exupery I founded WorthWise Financial Partners because I believe that everyone needs a financial plan. We specialize in helping young and mid-career families of all shapes and sizes juggle saving for college and retirement while living a full life along the way. We welcome families just starting to build wealth and enjoy helping LGBTQ families navigate their unique challenges. I am a CERTIFIED FINANCIAL PLANNER® professional, and a Project Management Professional® with a degree in Economics and English from Rice University. Prior to founding WorthWise, I worked at Aon Hewitt for over 20 years working with large companies to help their employees protect their families and achieve financial goals through retirement and insurance programs. As I talked with friends and neighbors with growing families I recognized the challenges they faced juggling competing financial priorities. I also observed the missteps they often took through lack of the time or knowledge to successfully navigate their financial lives and the perception that financial planning was just for the already wealthy. I am now putting my decades of experience to work helping families turn their hopes and dreams into achievable goals! I have two kids in college and live with my husband in Houston, Texas. I serve clients virtually across the U.S. and currently have clients in 11 states. When I'm not financial planning or reading about financial news and trends, I enjoy cooking, wine, gardening, and SCUBA diving. I look forward to meeting with you to discuss how we can bring financial peace of mind and confidence to you and your family and help you live the life you envision!

Rodney Schulz is the sole advisor at Schulz Financial, LLC in Houston, TX, holding a Series 66 credential with 21 years of industry experience. He has led Schulz Financial since 2003. Outside of his advisory role, Schulz serves as an independent consultant instructor, teaching oil and gas professionals about economics and uncertainty in the sector. Schulz Financial provides discretionary asset management and financial planning services primarily to technically and financially sophisticated individuals, including high-net-worth clients. The firm applies Modern Portfolio Theory with academic factor models and economic stress testing, maintaining a high-touch review process tailored to quantitatively oriented clients.

Edwardo Garcia III is a financial advisor at GMI Capital Partners in Houston, TX, holding a Series 65 credential with one year of industry experience. His prior roles include positions at Gerson, Lehman Group, Coleman Research, and Hewlett Packard Enterprises. GMI Capital Partners provides discretionary investment management to a diverse client base, including institutional and individual investors. The firm employs a fundamental, value-oriented investment approach focused on multi-year holdings, with concentrated portfolios managed on a discretionary basis.

Geoffry Oshman is the sole advisor at Geoffry H. Oshman, CFP, an independent advisory firm based in Houston, TX. He holds the CFP® designation and has 7 years of industry experience, operating his own practice since 2008. Outside of advising, he serves as the Director of Music at Creative Life Spiritual Center in Spring, TX, where he works as a pianist and program director. The firm provides discretionary portfolio management and financial planning services to individuals, trusts, corporations, and small businesses. It manages approximately $14.6 million in client assets, using low-cost mutual funds and a combination of long-term and shorter-term investment strategies tailored to client goals and risk tolerance.

James Lee is a CFA® charterholder and the sole advisor at AlphaVista Asset Management LLC with two years of industry experience. Prior to founding AlphaVista, he held roles at various Shell entities, including Shell Chemicals & Products and Shell Trading, from 2015 to 2023. AlphaVista Asset Management provides discretionary investment management to individuals, high-net-worth clients, and institutional and organizational clients such as retirement plans and charitable organizations. The firm employs proprietary quantitative models to guide investment decisions, primarily utilizing exchange-traded products, and serves a diverse client base with a standardized risk-tiered approach.

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.

Ryan Firth is a CFP® and PFS™ credentialed financial advisor with seven years of industry experience. He is the owner of Mercer Street Personal Financial Services and also serves as a financial planner and investment adviser representative at Integrity Financial Planning. His work history includes roles at Sirius Solutions and SMART Group Houston. Mercer Street Personal Financial Services provides financial planning and investment advisory services to individuals, high-net-worth clients, trusts, estates, business entities, charitable organizations, and retirement plans. The firm develops tailored, balanced, and tax-efficient portfolios using mutual funds and ETFs, working with client-chosen custodians, and employs an hourly billing model with prepaid consults and project work.

David Carter is a CFP® with 17 years of experience in financial advising and has led Carter Capital Management since 2003. Based in Houston, TX, he holds Series 63 and Series 65 licenses and operates as the sole advisor at his independent firm. Carter Capital Management serves individuals, trusts, estates, retirement accounts, as well as pension and profit-sharing plans and institutional clients. The firm employs a long-term, fiduciary investment approach focused on diversification and cost-efficiency, primarily using low-cost index funds and ETFs, with portfolios managed on a discretionary basis and guided by Modern Portfolio Theory.

Anil Abraham is a financial advisor at Rivercrest Investment Advisors, LLC in Houston, TX, with four years of industry experience. He holds the Series 63 and Series 65 designations. Prior to his current role, he was involved with Biourja Trading LLC, focusing on managing investments for a promoter family through BioUrja Advisors LLC, where he spends a significant portion of his time overseeing public and private market investments and making tactical market decisions. Rivercrest Investment Advisors, LLC provides discretionary portfolio management and investment advice primarily to individuals, families, endowments, and foundations. The firm employs an opportunistic, active management approach that is value-oriented and market-cap agnostic, utilizing fundamental analysis along with technical indicators and employing derivatives and leveraged instruments when appropriate.

Amit Ganju is a financial advisor at Balai Lagai Wealth Management in Sugar Land, TX, holding a Series 65 credential with one year of industry experience. He has worked at Willis Towers Watson and operated as a self-employed professional prior to founding his current firm. Balai Lagai Wealth Management serves individual and high-net-worth clients with discretionary portfolio management, using a diverse range of investment strategies including fundamental, quantitative, technical, cyclical analysis, and modern portfolio theory. The firm offers a broad investment universe and employs both long-term and short-term trading tactics, including options strategies, operating on a discretionary basis with specified custodians.

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.

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.