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.

Quenton Nolte is a financial advisor at Nytrx LLC in Cypress, TX, holding a Series 65 designation with five years of industry experience. He previously worked at IBM and PCPC Direct before founding Msgs Global Inc, an online portal for free learning and sharing, where he remains involved in development and marketing. Nytrx LLC provides web-based investment management to individual investors and consulting services to employer-sponsored retirement plans, using model-driven processes and Schwab’s iRebal platform for automated rebalancing and tax-loss harvesting. The firm combines fundamental, quantitative, and technical analysis to manage portfolios involving ETFs, stocks, and cash, operating primarily through electronic client interactions.

Joseph Motley is a financial advisor with MVM Advisors, LLC in Katy, Texas, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has worked at MVM Advisors since 2009 and also founded Adrian International LLC, an employee benefits consulting firm specializing in health care and insurance. In addition to investment advisory services, he provides business consulting through MVM Advisors. MVM Advisors, LLC serves a diverse client base including individuals, businesses, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs a fundamental, third-party fund selection approach focused on diversification and risk management, offering portfolio management, pension consulting, and financial planning services.

Raymond Hawkins is a CFA® charterholder with 25 years of industry experience. He has been the principal advisor at RMH Capital Advisors, LLC since 2005 and previously worked at The Financial Advisory Group, LLC from 2001 to 2005. Based in Houston, TX, he operates an independent, fee-only advisory practice. RMH Capital Advisors provides personalized financial planning and discretionary investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm emphasizes strategic asset allocation through no-load and low-load mutual funds, ETFs, and other securities in globally diversified portfolios.

Lanny Barbee is a CFA charterholder with 22 years of industry experience and is the sole advisor at Meridian Investment Management, Inc. He has worked at Meridian since 2003 and previously spent 16 years at Global Jar Services, LLC. In addition to his advisory role, he operates a tax preparation business as a CPA. Meridian Investment Management provides discretionary and non-discretionary investment advice and portfolio management for individuals, high-net-worth clients, trusts, and other entities. The firm uses a fundamental analysis approach combining Growth at a Reasonable Price and Deep Value strategies, with technical tools to adjust cash levels, and offers multiple account styles tailored to different investment goals.

John Gray is a financial advisor at Hamilton Gray Wealth Management LLC in Houston, TX, with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has been with his independent firm since 2016. Hamilton Gray Wealth Management provides wealth management, investment advisory, and financial planning services primarily for high-net-worth individuals, multi-generational families, and related entities. The firm acts as a family CFO, coordinating with attorneys, accountants, and insurance advisers, and uses a top-down, asset-allocation approach based on Modern Portfolio Theory.

Hi there! 👋 Allow me to introduce you to my firm, Wealth and Plan. First of all let's clear up the type of people that we do best work for: - High Earning Professionals and Families in Their 30's and 40's. __________ Now that we've got that out of the way, here's my best attempt at a "short" backstory: I decided to become a financial planner the day my parents were turned away by a financial advisor for not meeting the firm's underlying asset minimum. This led me to study Finance with a focus in personal financial planning at the University of Houston (Go Coogs!). While there, I ended up interning with the same company that turned my parents away... 🫠 After graduating college, I joined Merrill Lynch and hit my first crossroad: Do I go all in and become a financial advisor (at a young age of 22 😅), or do I learn the industry inside out before making the jump? __________ I chose the latter and invested the next 8 years split between Merrill Lynch, JPMorgan and a boutique financial planning firm, where I: - Became a CERTIFIED FINANCIAL PLANNER® - Served as the client service advisor for 300+ high and ultra-high net worth families - Served as the portfolio manager overlooking $200 million+ in client assets - Served as a financial planner, building 30+ comprehensive financial plans focused on retirement planning, investment planning, estate planning, and much more. __________ Then, in January 2026, I took a big leap of faith and left a steady paycheck, fully paid benefits, and a lucrative career that many dream of... In February 2026, Wealth and Plan was born with a simple goal in mind: - Make financial planning more approachable So, if you’re a young family or a professional in your 30’s or 40’s and think that finding a financial planner or advisor is a bit intimidating, we may be the right fit. We pride ourselves on three core values: - Education - Transparency - Real guidance WHILE you're building your wealth, not only after You can find a whole bunch more about us on our website: https://www.wealthandplan.com And, if you've made it this far and are unsure whether or not we’re the right firm for you, feel free to reach out! I’m always happy to chat. If we are not the right fit, that's okay. We are more than happy to recommend a different planner or provide some resources based on your situation 😊

Biniam Keleta is the president of Westcenter Advisors Ltd in Houston, TX, with 25 years of experience in the financial industry. He holds Series 63 and Series 65 credentials and has worked at several firms, including Royal Fund Management, LLC, and Ims Financial Advisors, Inc. In addition to his advisory role, he owns and operates an insurance agency. Westcenter Advisors Ltd offers discretionary investment management, retirement-plan advisory services including ERISA 3(21) and 3(38) roles, financial planning, and public educational seminars. The firm serves individuals, high-net-worth clients, corporations, non-profits, and employer retirement plans, combining pension consulting with public workshops and flexible financial planning options.

Matthew Edgar is a CFA® charterholder with 14 years of industry experience. He is a principal of Edgar Investment Management, LLC in Houston, TX, and previously served as a managing partner at Edgar and Edgar CPAs LLC, providing accounting and tax services. Outside of his advisory work, he owns and manages a short-term rental business. Edgar Investment Management provides financial planning and discretionary portfolio management to individuals, including high-net-worth clients, as well as institutional and business portfolios. The firm’s investment approach centers on fundamental analysis and strategic asset allocation, incorporating tax considerations into portfolio construction and planning.

Eric Sandrock is a CFP® with 20 years of experience in financial advising, currently serving as the sole advisor at Performance Investment Group since 2010. His background includes registration with the NFL Players Association and development of financial planning materials for professional athletes. Performance Investment Group is an independent registered investment adviser that provides discretionary portfolio management and financial planning to high-net-worth individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and business entities. The firm employs an academically grounded, passive investment approach emphasizing broad diversification and systematic factor exposures, primarily using institutional mutual funds.

Sean Butler is the principal advisor at SKB Advisory, LLC in Houston, TX, with seven years of experience in the financial industry. He holds a Series 66 designation and previously worked at HD Vest Insurance Agency LLC and HD Vest Investment Services. Butler also owns and manages Sean K Butler CPA, LLC, an accounting and tax preparation firm. SKB Advisory provides investment supervisory services and financial planning to individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and corporations. The firm emphasizes a fundamental, value-driven investment approach and offers employer benefit plan services and educational seminars, implementing client portfolios in coordination with a third-party money manager.

John Thornton is a PFS™ with 33 years at Thornton Financial Management and Services and four years of industry experience as a financial advisor. He is also a CPA and owner of an individual income tax business. Thornton Financial Management provides discretionary, customized portfolio management primarily for individual investors and also serves pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm employs a mix of charting, technical and fundamental analysis with tailored long- and short-term strategies, managing approximately $53.3 million across 140 clients.

Joshua Humada is a financial advisor with MoneyYogi Advisors in Houston, TX, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at Edward Jones and Northwestern Mutual. In addition to advisory services, he provides financial coaching through a separate entity, MoneyYogi LLC. MoneyYogi Advisors offers discretionary investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, and businesses. The firm employs a long-term investment approach using fundamental and technical analysis and incorporates proprietary software in client service workflows.

Robin Giles is a CFP® professional with 18 years of experience in financial advising. He is the sole advisor at Apex Wealth Management, LLC and has been with Sage Wealth Management, LLC since 2011. Based in Katy, TX, Giles focuses on providing personalized financial planning and investment management services. Apex Wealth Management serves individual clients, including high-net-worth individuals, through ongoing portfolio management and fee-based planning. The firm emphasizes comprehensive retainer relationships and constructs client-specific Investment Policy Statements, offering both discretionary and non-discretionary management with regular monitoring and rebalancing aligned to client objectives.

Anasuya Meyer is a CFP® and holds a Series 66 license with 11 years of industry experience. She has been with JayKay Wealth Advisors, Inc. since 2015 and also maintains an affiliation with LPL Financial. JayKay Wealth Advisors serves individual and high-net-worth clients, charitable organizations, and retirement plan sponsors by providing portfolio management, financial planning, and retirement plan consulting. The firm employs a long-term investment approach based on modern portfolio theory and offers discretionary account management along with ERISA-focused fiduciary consulting for retirement plans.

Marisa Ponti is a financial advisor at Ridgeback Capital Management with three years of industry experience. She holds a Series 65 designation and has worked in both healthcare and wealth management sectors, including roles at the University of Houston College of Medicine and Vecino Health Centers. Ridgeback Capital Management serves individuals, high-net-worth clients, corporations, trusts, estates, and charitable institutions by offering portfolio management, financial planning, and access to third-party money managers through a managed account program. The firm’s investment approach is based on Modern Portfolio Theory and primarily involves engaging sub-advisors who hold discretionary trading authority and conduct ongoing research and portfolio monitoring.

Frank Lee is a CFA® charterholder with 14 years of industry experience, currently serving as an advisor at Cypress Asset Management Inc in Houston, TX. He has been with Cypress since 1996, contributing over 30 years to the firm. Cypress Asset Management is an independent SEC-registered adviser managing approximately $455.8 million for about 71 clients, including individuals, families, trusts, estates, small businesses, charitable organizations, and pension/profit-sharing plans. The firm employs a long-term, fundamentals-driven investment approach across customized equity and fixed-income strategies, and also provides sub-advisory services to broker-dealers and trust companies.

Donald Wellings is a financial advisor at Strategic Advisory Services, L.L.C. with six years of industry experience. He holds a Series 65 designation and has worked in various roles including at Shepherds Theological Seminary and Range Leather Company. Strategic Advisory Services, L.L.C. provides discretionary wealth management to individuals, trusts, estates, and business entities, managing over $184 million in discretionary assets. The firm offers portfolio management, oversight of third-party money managers, and financial planning services that include retirement distribution planning, frequently utilizing SEI Investments’ institutional programs with customized asset allocations.

Scott Mann is a financial advisor at VIA IV Investments, LLC with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Mann Wealth Management, LLC. Outside of his advisory work, he hosts a monthly question-and-answer radio show called Money Show with Scott Mann. VIA IV Investments provides discretionary portfolio management primarily for individual clients, including high-net-worth households, and serves institutions, trusts, and retirement plans. The firm uses proprietary indexed model portfolios and offers both traditional and digital advisory programs with a focus on transparency and performance-based fees.

Robert Simpton is a CFP® with 23 years of industry experience, currently serving as an advisor at Redfish Capital. His career includes roles at SCF Securities, WFG Advisors, and as a sole proprietor since 2002. Outside of his advisory work, he is a notary public. 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, and cyclical analysis to tailor portfolios to client goals, coordinating closely with clients’ other professional advisors.