Donald Traylor is the sole advisor at Donald W. Traylor, an independent firm based in Houston, TX. He holds a Series 66 designation and has 14 years of experience in the financial industry. In addition to his advisory role, he is a practicing attorney providing legal services primarily to businesses. The firm offers discretionary portfolio management and investment advice mainly to individual clients, focusing on customized portfolios developed through client questionnaires and agreements. Its investment approach combines fundamental analysis with a total-return philosophy, balancing capital appreciation and income across various strategies.

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.

Charles Adi is a CFP® professional with 15 years of experience in financial advising. He is the principal of Blueprint 360 LLC, an independent firm he has led since 2018. Prior to founding Blueprint 360, he worked at Wealth Development Strategies Investment Advisory, Penn Mutual Life Insurance Co, and Hornor Townsend & Kent Inc. Outside of advising, he is involved in insurance brokerage and leads a digital platform focused on financial education. Blueprint 360 provides investment management, financial planning, and advisory services to individuals, high-net-worth clients, trusts, estates, corporations, and businesses. The firm emphasizes a customized, long-term investment approach using low-cost mutual funds and ETFs, supplemented by educational seminars and a paid digital education platform.

Mamdouh Isak is a financial advisor at Optifolio with 22 years of industry experience. He holds a Series 63 designation and has worked with Stubbs Overbeck & Associates since 1988, as well as Global Leverage & Investments Inc since 1985. Optifolio provides portfolio management, investment advisory, and financial consulting services to individuals, trusts, estates, charitable organizations, and business clients. The firm employs a tailored investment process that incorporates multiple analysis methods and uses strategies such as derivatives, short sales, and leverage, with a particular focus on charitable and corporate clients alongside individual accounts.

J. Pannell is a CFP® professional with 24 years of industry experience, currently serving as the sole advisor at DP Capital Management, Inc. in Houston, TX. He has been with the firm since 2008. DP Capital Management, Inc. provides discretionary investment management along with financial planning and consulting services to individuals, families, trusts, and retirement plans. The firm employs a long-term purchase strategy based on fundamental, technical, and cyclical analysis, managing diversified portfolios that may include stocks, bonds, mutual funds, ETFs, and other securities.

Ledell Johnson is a financial advisor at JI Financial Services, LLC with 14 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Lincoln Financial Securities and USA Financial Securities. Outside of his advisory role, he operates as an independent insurance agent and is involved in mineral leasing and real estate activities. JI Financial Services, LLC is an independent investment adviser serving individual and high-net-worth clients through portfolio management and financial planning. The firm employs fundamental analysis with a combination of long- and short-term strategies, primarily managing client assets on a non-discretionary basis.

Dean Alexander is the principal of Alexander, Dean D., an investment management firm based in Houston, TX. He holds the ChFC® designation and Series 63 license, with 8 years of experience in investment advising. Dean has an extensive background in financial services, including roles at American Express Financial Advisors Inc. and IDS Life Insurance Company, and he has been a CPA since 1982. In addition to his advisory work, he maintains a tax preparation and planning practice through Dean Alexander, CPA. Alexander, Dean D. provides equity-focused portfolio management and mutual fund selection for individuals, corporations, partnerships, trusts, and investment companies. The firm’s investment approach emphasizes diversification, valuation-driven stock selection, and sector-level asset allocation tailored to client preferences.

Guang Li is a financial advisor at Southmore Financial Advisory LLC in Houston, TX, holding a Series 65 credential with two years of industry experience. Prior to founding his advisory firm in 2023, he worked at Shell Oil from 2012 to 2020. He is also a member of the Houston Tsinghua Alumni Association, a nonprofit alumni group. Southmore Financial Advisory LLC serves individual and high-net-worth clients with fee-only investment management and financial planning. The firm uses fundamental analysis and a combination of passive and active strategies to create tailored portfolios based on clients’ goals, risk tolerance, and tax considerations.

Michael Schellinger is a financial advisor at Synergy Wealth Management in Houston, TX, holding a Series 65 designation with eight years of industry experience. He has held roles at William Joseph Capital Management and currently manages multiple affiliated insurance and consulting businesses. Schellinger is also a co-founder of Basket Brigade Houston, a nonprofit organization. Synergy Wealth Management is an independent registered investment adviser serving individual and high-net-worth clients. The firm uses a financial-planning-driven approach that incorporates fundamental, technical, cyclical, and economic analyses to construct diversified portfolios organized by risk levels, with discretionary trading authority and ongoing account monitoring.

Olabode Oniya is a financial advisor at OM Investments in Houston, TX, with eight years of industry experience. He holds the CFP® and ChFC® designations and has worked at firms including Edward Jones, Fidelity Investments, and Morgan Stanley. Outside of his advisory role, he is involved with a marketing services business and maintains an active insurance license. OM Investments provides discretionary asset management, financial planning, and retirement-plan advisory services, including an ERISA 3(21) fiduciary role for qualified plans. The firm manages accounts using a combination of fundamental, technical, charting, and cyclical analysis, offering services on fixed or hourly fees and conducting regular portfolio reviews.

David Chow is a CFA® charterholder and the sole advisor at Dancourt Management, LLC, an independent firm based in Houston, TX. He has 13 years of industry experience and has managed Dancourt Management since 1998. Chow serves as a trustee for both Van Eck ETF Trust and New York Life MainStay Group of Mutual Funds. Dancourt Management provides discretionary portfolio management to high-net-worth individuals, small businesses, and institutional clients, including corporate pension plans and foundations. The firm employs a long-only, growth-oriented investment approach focused on large-cap and mid-cap equities with an emphasis on companies that pay consistent, growing dividends.

Scott Orr is a CFP® professional with 22 years of industry experience. He is the sole advisor at SFO Capital, Inc., an independent registered investment adviser based in Houston, TX. His prior experience includes sixteen years at Founders Capital Management, Inc., and he also maintains a CPA practice. SFO Capital provides discretionary portfolio management and financial consulting to individuals, trusts, estates, charitable organizations, and business entities, offering tailored long-term investment plans and optional tax preparation services within the firm’s expertise. The firm focuses on a concentrated client base with relatively large account sizes, employing a range of investment instruments aligned with client objectives.

Parthesh Kalathia is a financial advisor at Samju Capital LLC in Houston, TX, holding a Series 65 designation. He has one year of experience in financial advisory services and previously worked in the energy sector, including roles at Portland General Electric Company and Samju Energy Services Corporation. In addition to his advisory role, he maintains a separate business as an electricity broker. Samju Capital LLC provides investment advisory and financial planning services to individual and high-net-worth clients, offering portfolio management, asset allocation, risk assessment, and financial plan preparation. The firm customizes advice based on client objectives and risk tolerance, employs various investment strategies, and conducts at least quarterly account reviews.

John Blackburn is a financial advisor at McKinney Capital Management with one year of industry experience. He holds a Series 66 designation and has previously worked at Catalyst Wealth Management LLC and Innovation Partners LLC. He is also a licensed insurance agent. McKinney Capital Management provides personalized discretionary and non-discretionary investment management services to individuals and entities such as family offices, trusts, and nonprofit organizations. The firm employs a fundamental analysis approach with a generally long-term investment strategy while incorporating a range of investment vehicles, including mutual funds, equities, and alternative investments.

Kirby Shanks is the principal advisor at Kanos Capital Management, LLC, holding a Series 65 credential with 22 years of industry experience. He has been with Kanos Capital Management since 2003 and previously worked at Alpha Cubed Investments, LLC. Outside of financial advising, he is a member and manager of 1217 Interests, LLC, a real estate company. Kanos Capital Management is an independent, value-oriented wealth manager serving individuals, trusts, estates, retirement accounts, and corporations. The firm employs a top-down macroeconomic and sector selection process combined with bottom-up fundamental analysis to construct portfolios focused on current yield and absolute-return objectives.

Loyd Stegent is a CFP® and PFS™ credentialed financial advisor with 27 years of industry experience. He is the principal of Stegent Equity Advisors Inc. and has been involved with Stegent Financial Services, PC, a certified public accounting business, since 1996. Stegent Equity Advisors provides personal financial planning and discretionary investment management to individuals, high-net-worth clients, business owners, charitable institutions, and other organizations. The firm integrates its advisory services with a related CPA practice, emphasizing tax, cash-flow, and compensation planning alongside investment strategies that combine fundamental and technical analysis within a buy-and-hold framework.

Deborah Stavis is a CFP® with over 43 years of experience in the financial services industry. She is currently with Stavis Wealth Transfer Solutions, where she serves as Chief Executive Officer. Her prior experience includes roles at Purshe Kaplan Sterling Investments, FSC Securities Corporation, and Stavis & Cohen Financial. Outside of her advisory work, she teaches estate, risk management, and insurance courses at Rice University and is involved in nonprofit literacy organizations in Houston. Stavis Wealth Transfer Solutions serves high-net-worth individuals, families, family offices, trusts, charitable organizations, and small business clients by providing integrated wealth, estate, and financial planning alongside asset management and trust policy services. The firm offers tailored, goals-based planning and portfolio recommendations, coordinating with clients’ other professional advisors and utilizing various planning and reporting tools.

Patrick Feldman is a financial advisor at SCP Steward Capital Advisers LLC in Houston, TX, with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at SCP Steward Capital Advisers LLC since 2019, previously serving at Steward Securities Group LLC and operating as a self-employed consultant specializing in portfolio and hedge evaluation. Outside of investment advisory, he has provided consulting services through his independent contracting work with TMST, Inc. SCP Steward Capital Advisers LLC offers discretionary investment management and consulting primarily for institutional clients and pooled vehicles, employing fundamental, technical, and cyclical analysis across a broad range of securities. The firm emphasizes tailored strategies aligned with client objectives and risk tolerances, operates on a fee-only basis, and maintains formal compliance controls without physical custody of client assets.

Amy Garza is a financial advisor with Heritage Asset Advisors Ltd., LLP in Houston, TX, holding Series 63 and Series 65 designations and bringing 26 years of industry experience. She has been with Heritage Asset Advisors since 2007. Heritage Asset Advisors is an independent advisory firm with a four-advisor team managing approximately $256 million for about 400 clients. The firm serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities, employing fundamental, technical, and cyclical analysis tailored to each client’s profile and offering both discretionary and non-discretionary account management.

James Lundgren is a financial advisor at HG Capital Advisors, LLC in Houston, TX, with 22 years of industry experience. He has been with HG Capital Advisors since 2001 and previously worked at Concert Wealth Management, Inc. Additionally, he is a principal of Ginger House Music, LLC, managing music promotion and booking. HG Capital Advisors provides discretionary portfolio management and advisory services to individuals, institutions, small businesses, other advisers, and investment companies. The firm employs strategic asset-allocation models and proprietary market-timing programs, offering both discretionary management and licensed timing signals to third parties.