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.

Siddharth Mehta is a financial advisor at Wisdom Oak Fund Management LLC with six years of industry experience. He holds a Series 66 designation and has worked at firms including NEXT Financial Group, Bank of America, Merrill Lynch, and Morgan Stanley. Wisdom Oak Fund Management LLC provides discretionary portfolio management and consulting services to individual investors, corporations, and other business entities. The firm employs an opportunistic, active investment approach focused on absolute return and a higher Sharpe ratio, utilizing a flexible strategy across various asset classes and markets.

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.

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® 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.

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.

Rachael Smith is a financial advisor at TopRac Financial LLC in Cypress, TX, holding the ChFC® designation and Series 65 license. She has one year of experience in financial advising, having joined TopRac Financial in 2025. Prior to her current role, she worked in various capacities at Independence Hydrogen, Cubic Corporation, and ExxonMobil Corporation. TopRac Financial LLC provides fee-only financial planning to individual clients, including high-net-worth individuals, primarily through virtual meetings and electronic communication. The firm focuses on written financial plans covering areas such as cash flow, retirement, tax strategies, estate considerations, and investment analysis, favoring long-term passive strategies and advising on a non-discretionary basis without managing client investment accounts.

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.

Edna Thompsen is a Certified Financial Planner (CFP®) with 31 years of experience, operating her independent firm, Edna J. Thompsen, CFP, since 1995. She holds a Series 63 license and has 12 years of industry experience under that designation. Her firm provides fee-only financial planning and personal finance administration to a small number of individual clients and serves as a fiduciary advisor to employer 401(k) plans. The firm uses a fee structure based on hourly and fixed fees rather than asset-based charges and typically recommends passive mutual funds and ETFs, while clients retain control of investments through their chosen brokers.

Jeffrey Ivy is a CFP® with 20 years of industry experience and currently serves as the sole advisor at Vestis Advisors, LLC in Houston, TX. He has been with Vestis Advisors since 2011. Vestis Advisors provides investment advisory services and financial planning to individuals, high-net-worth clients, corporate entities, and trusts. The firm employs a goal-based, diversified asset allocation approach implemented primarily through mutual funds, ETFs, and third-party separately managed accounts, managing all client assets on a non-discretionary basis.

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.

James Hintz is a financial advisor at MHA Financial Corp in Houston, TX, with 37 years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. His prior roles include positions at Four Points Capital Partners LLC, Physicians Investment Advisory Services of Texas, and Doctors Financial Services LLC. Outside of advising, he is a spin instructor at the YMCA. MHA Financial Corp provides financial planning and portfolio management services to individuals, including high-net-worth clients, as well as plans, trusts, estates, charitable organizations, corporations, and small businesses. The firm employs a strategic asset allocation approach with a core-and-satellite framework, combining passive index/ETF exposures with active managers or individual securities, and utilizes both direct advice and third-party money managers.

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.

Craig Parks is a CFP® and Series 66 registered financial advisor with 20 years of industry experience. He is the managing member of Houston Wealth Management, an independent firm he has led since 2013. Parks holds active insurance licenses in Texas and may act as a licensed insurance agent or broker as part of his professional activities. Houston Wealth Management provides personalized portfolio management, financial planning, and consulting services to individuals, trusts, estates, charitable organizations, foundations, and business entities. The firm manages approximately $6.57 million in client assets, offering tailored discretionary and non-discretionary account management based on clients’ goals, risk tolerance, and tax considerations.

Rashid Mosley is a financial advisor at Amana Advisors with three years of industry experience. He holds Series 63 and Series 65 licenses and has prior work experience in trucking, music, and accounting as a self-employed CPA. Outside of his advisory role, he owns Melanated Millionaire, Inc., an entity established to provide speaking engagements, and is involved with Blokk Akademy, a non-profit serving a food program to at-risk youth. Amana Advisors is an independent firm offering asset management and advisory services to institutional and pooled-vehicle clients, as well as financial planning and consulting. The firm uses tailored portfolio management approaches that incorporate fundamental, technical, and charting analysis with both strategic and tactical asset allocation.