Larry Dubose is a financial advisor at Centurion Counsel Inc with four years of industry experience. He holds a Series 65 license and has been with Centurion Counsel since 2022. In addition to his advisory role, he serves as a consultant for Presidio Property Trust in San Diego, CA. Centurion Counsel Inc offers a discretionary Strategic Asset Allocation wrap-fee program for individual and institutional clients, managing approximately $58.5 million across about 143 accounts. The firm uses Modern Portfolio Theory and optimization software to build diversified portfolios tailored to client risk and reward preferences, and acts as the portfolio manager for its own wrap-fee program.

Rory Mackay is a financial advisor with Tiercel Capital Texas LLC, holding a Series 65 credential and 12 years of industry experience. He has been associated with Tiercel Capital Managers Limited since 2010, where he serves as CEO. Outside of his advisory role, Mr. Mackay owns Saker Capital LLC, an investment company focused on oil wells and oil royalties, and is involved with Merlin Factoring LLC, a factoring business. Tiercel Capital Texas LLC provides portfolio management services to individual and high-net-worth clients, emphasizing a value-oriented, fundamental analysis approach that includes equities trading below intrinsic value and special situations. The firm manages primarily discretionary accounts and utilizes a broader range of trading instruments than typical peers, with a small advisory team performing both portfolio management and compliance oversight.

Eric Johnson is a CFP® with nine years of industry experience, currently serving as a financial advisor at Roth Financial Partners LLC since 2017. His prior experience includes four years at KPMG LLP and several years with Raymond James Financial Services. Roth Financial Partners provides discretionary investment advisory services and financial planning to individuals, including high-net-worth clients, as well as business entities, trusts, estates, and state and municipal government clients. The firm focuses on customized portfolio management using a range of asset classes and accesses independent managers primarily through the Raymond James Consulting Services wrap program.

James Bailes Jr. is a CFP® and PFS™ with 22 years of industry experience, currently serving as an advisor at Wealth Management Investment Advisors, LLC since 2014. He is a partner at Bailes Bates & Associates LLP, an accounting and tax planning firm, where he dedicates the majority of his time. Additionally, he operates as an independent insurance agent for life, health, disability, long-term care, and group benefits. Wealth Management Investment Advisors, LLC is a team of five advisors serving individual and high-net-worth clients, trusts, small businesses, and churches. The firm provides comprehensive financial planning and wealth management consulting, advising on goals and asset allocation while referring assets to third-party money managers employing fundamental analysis, modern portfolio theory, and technical analysis.

Shane Bilski is a financial advisor at Magnolia Wealth with a Series 65 designation and one year of industry experience. His previous roles include positions at Four Season Development and First National Bank of Bellville. Magnolia Wealth is a state-registered advisory firm serving individual and high-net-worth clients with discretionary portfolio management and comprehensive financial planning. The firm employs a mix of analytical techniques and incorporates tax services alongside portfolio management.

Karl Joern is a financial advisor at BEE Financial Partners Wealth, LLC with nine years of industry experience. He holds a Series 65 designation and has worked previously at firms including Impact Partnership Wealth, LLC and Gradient Advisors. Joern is also involved in nonprofit work as a member and educator with the Association of Financial Consultants and serves as a member of the National Association of Registered Social Security Analysts. BEE Financial Partners Wealth, LLC provides investment advisory, financial planning, and consulting services to individuals, trusts, estates, and business entities. The firm uses a combination of fundamental, technical, charting, and cyclical analysis, offering strategies from long-term holdings to short-term trading and option writing, with ongoing account monitoring and financial plan delivery.

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.

Thomas Seago is a financial advisor with Sonnet, LLC, holding a Series 65 credential and nine years of industry experience. He has been with Sonnet since 2016 and also serves as a consultant and trading assistant at Revo Financial. Sonnet, LLC provides investment management and financial planning services to individuals, trusts, small businesses, and churches, focusing on business and retirement planning. The firm offers a range of model portfolios, including passive and actively managed strategies, and manages most client accounts on a discretionary basis with regular rebalancing and monitoring.

Mary Hicks is a financial advisor at Bright Vision Wealth in The Woodlands, TX, holding a Series 65 credential with nine years of industry experience. She has worked at Hicks Management & Financial Services, Bond Wealth Planning & Investments, and RightWay Investments, and concurrently serves as Marketing Director at The Bond Law Firm. Bright Vision Wealth provides financial planning and advisory services to individuals, high-net-worth clients, and business entities, primarily recommending and monitoring third-party investment advisers on a non-discretionary basis while conducting regular portfolio reviews and client meetings.

Bradley Grasl is a financial advisor at Tiercel Capital Texas LLC with seven years of industry experience. He holds a Series 65 designation and has worked at Virteom LLC, Sinai Capital, and in community college roles prior to joining Tiercel Capital Texas. Tiercel Capital Texas LLC provides portfolio management services to individual and high-net-worth clients, managing both discretionary and non-discretionary accounts. The firm employs a value-oriented equity approach supplemented by short-term special situations and uses fundamental analysis across a broad range of instruments.

Joshua Chandler is a financial advisor at Magnolia Wealth with a Series 65 credential and three years of industry experience. He has held positions at Metamorphic Capital, Magnolia Wealth Advisors LLC, and several other firms in various roles prior to his current position. Magnolia Wealth is a state-registered advisory firm serving individual and high-net-worth clients with discretionary portfolio management and comprehensive financial planning. The firm utilizes a blend of analytical methods and integrates tax services alongside portfolio management, and it employs AI-enabled tools and digital estate-planning platforms as part of its investment approach.

Nathan Powell is a CFP® with four years of industry experience, currently serving as an advisor at Stability Partners Advisory Group, LLC. Prior to his financial advisory career, he worked at Tesla Motors and Siemens Energy. He is also an associate partner and licensed insurance agent affiliated with Stability Partners LLC. Stability Partners Advisory Group, LLC provides fee-based financial planning, portfolio management, and retirement-plan advisory services to individuals and businesses. The firm operates as a co-advisor to a third-party money manager, focusing on model portfolio implementation tailored to clients’ objectives and risk tolerances.

Concert Financial Planning is built for BigLaw attorneys and their families: the associates, counsel, and newer partners whose careers are taking off while life gets more complicated. New baby, first home, a big bonus, student loans, a lateral move, the partnership question. It’s the moment your life goes “live,” and it’s the right time to get your finances organized. Why “Concert”? I’ve played music since I was nine, so the name fits my personality. More importantly, it describes how a good financial plan works. Your cash flow, workplace retirement plan, investments, student loans, emergency fund, insurance, estate plan (yes, you need one), and tax strategy all have to play together, in concert. When one is out of tune, the whole plan suffers. I understand how BigLaw works: lockstep and bonus-heavy compensation, 2,000+ billable hours, big-city costs, and the financial tradeoffs that come with the partnership track (or stepping off it). You don’t have time for another project. My job is to take the day-to-day work of managing your finances off your plate so you can focus on your career, your family, and the things you actually care about. How I work: • Flat-fee and fee-only. No commissions, no products to sell, and no percentage of your assets. • Fiduciary, always acting in your best interest. • Comprehensive planning plus optional ongoing investment management, coordinated together. • Fully virtual, serving BigLaw families nationwide. My background: I grew up in a family of financial professionals (my grandfather, dad, and brother). I earned a B.A. in Economics from the University of Texas at Austin and have spent 20+ years in financial services. Along the way, I earned both the CFP® and CFA® designations, which reflect deep training in financial planning and investment management. Before launching Concert, I served financial advisors at large bank brokerages and independent firms across the country. That experience showed me that high-earning young professionals are often underserved, getting little attention until they’re near retirement. I’d rather help you get it right early, avoiding the pitfalls and missed opportunities that quietly add up over a career. If you’re ready to get your financial life playing in harmony, I’d love to hear what prompted your search. Let’s talk about navigating “When Life Goes Live.”

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.

Steven Bates is a financial advisor at Advocates Wealth Planning in Houston, TX, with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Bridgeway Capital Management for 16 years before joining Stegent Financial Services and Stegent Equity Advisors in 2020. Outside of his advisory role, he is involved in higher education consulting as a College Funding Expert with College Aid Pro. Advocates Wealth Planning provides comprehensive financial planning and discretionary investment management to individual and high-net-worth clients, managing approximately $374.5 million across about 175 client relationships. The firm employs a diversified, global investment approach with customized asset allocation and uses mutual funds and ETFs as primary implementation vehicles.

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.

Sarah Mizell is a financial advisor at Cove Wealth Management in Houston, TX, holding a Series 65 designation with 12 years of industry experience. She previously worked at Valued Retirements and has been involved with the Julianna Poor Memorial Counseling Center for over a decade. Cove Wealth Management provides discretionary, fee-only investment management supported by financial planning and wealth coordination services to individuals, families, trusts, estates, and select institutional clients. The firm serves a mix of high-net-worth and non-HNW clients, focusing on long-term fiduciary stewardship and customized portfolio management using low-cost ETFs, mutual funds, and outside Independent Managers when appropriate.

Jennifer Esch is a financial advisor with Wealth Management Investment Advisors, LLC, holding a Series 65 designation and bringing 11 years of industry experience. She has worked at Bailes Bates & Associates LLP since 2015 and is a partner at Bailes Bates & Associates, LP, where she focuses on accounting and income tax planning. Outside of advising, she is involved in managing a family-owned farm and a development solutions firm. Wealth Management Investment Advisors, LLC serves individual and high-net-worth clients, trusts, small businesses, and churches, offering comprehensive financial planning and wealth management consulting. The firm advises on goals and asset allocation while utilizing third-party money managers who implement strategies based on fundamental analysis, modern portfolio theory, and technical analysis.

Clark Blackman is a CFP®, CFA®, and PFS™ credentialed advisor with 24 years of industry experience. He has been with Alpha Wealth Strategies, LLC since 2006. The firm serves individual investors, high-net-worth clients, trusts, estates, and select corporate accounts, providing discretionary portfolio management, manager selection, and segmented financial planning. Alpha Wealth Strategies follows a long-term, mean/variance optimization approach based on modern portfolio theory, emphasizing diversified asset allocation and periodic rebalancing rather than market timing.

Vicki Joern is a financial advisor at BEE Financial Partners Wealth, LLC with 24 years of industry experience. She holds a Series 66 designation and has worked at various firms including Impact Partnership Wealth, LLC and Gradient Advisors. Joern is also a member and educator with the Association of Financial Consultants, a nonprofit organization. BEE Financial Partners Wealth, LLC provides investment advisory and financial planning services to individuals, trusts, estates, and business entities. The firm employs a combination of analytical approaches and offers discretionary portfolio management alongside standalone financial plans, serving a compact client base with a focus beyond high-net-worth households.