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.

Cindy Soke Yin Foong is a CFP® professional with over 17 years of experience in the financial services industry, currently serving as the sole advisor at AllZen Wealth and Financial Services. Her background includes sixteen years at ALBECK Financial and ongoing consultancy work at SYF Consultancy. AllZen Wealth and Financial Services is a fee-only financial planning firm serving individuals and families, focusing on personalized portfolios that consider tax situations, risk tolerance, time horizon, and goals. The firm primarily employs long-term, passive investment strategies using index mutual funds and ETFs, with discretionary management and regular client reviews.

Rachel Harris is a financial advisor at Harris Financial Consulting, PLLC with six years of industry experience. She holds Series 63 and Series 65 credentials and previously worked at Primerica Advisors and Primerica Financial Services. Outside of finance, she operated the Rachel Harris Music Studio for eight years. Harris Financial Consulting provides financial planning, portfolio advisement, retirement planning, philanthropic investment advice, financial document drafting, and educational seminars to retail and institutional clients. The firm follows a non-discretionary, fee-only approach based on Modern Portfolio Theory and behavioral finance, emphasizing diversified long-term strategies and client engagement.

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.

John Gerdes is the principal of Gerdes Energy Research LLC, an independent firm based in Houston, TX. He holds Series 63 and Series 65 licenses and has 27 years of experience in the financial industry. His prior roles include positions at Mkm Partners LLC and the KLR Group, LLC. Gerdes Energy Research LLC provides subscription research and advisory publications focused on the economics of U.S. energy producers and integrated energy companies. The firm uses a data-centric, full-cycle approach combining fundamental and technical analysis to deliver market outlooks and research to institutional investors and corporate executives.

Jason Leder is the sole advisor at Leder Fiduciary Capital LLC in Bellaire, Texas, holding the CFA® designation and Series 63 license with 23 years of industry experience. He founded Leder Fiduciary Capital LLC in 2016 and has managed the firm since then. Outside of his advisory role, he owns a rental property for which he handles management tasks. Leder Fiduciary Capital LLC is an independent, solo-registered investment adviser serving individuals, charitable organizations, foundations, trusts, and businesses. The firm offers customized portfolio management and financial consulting, focusing on low-cost, passive investments and tax efficiency, while managing assets for both individual and institutional clients.

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.

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.

Cesar Delacerda is a financial advisor with Envisionvest in Houston, TX, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He previously worked at Next Financial Group Inc and concurrently operates My Benefit Pro, a business focused on marketing and servicing insurance products such as fixed annuities, life, health, and long-term care insurance. Envisionvest serves individuals, trusts, business clients, and employer-sponsored retirement plans by offering portfolio management, financial planning, and retirement plan consulting. The firm utilizes an unconstrained asset-allocation approach with diversified portfolios and provides educational workshops, pension consulting, and financial wellness programs tailored to employer clients.

Patrick Van Pelt is a financial advisor at Longevity Fiduciary, LLC with three years of industry experience. He holds a Series 65 designation and has worked with several firms including Baldwin Group Wealth Advisors and BKS Financial Investments. Outside of advisory roles, he is involved with multiple LLCs, including Altravia Venture Studio and Rebalansa. Longevity Fiduciary provides financial planning, investment consulting, and pension consulting services to individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and insurance companies. The firm emphasizes non-discretionary advice through written plans based on clients’ objectives, time horizons, and risk tolerance, using fundamental and quantitative analysis alongside modern portfolio theory.

Hector Castellanos is a financial advisor with HRC Financial in Houston, TX, holding Series 63 and Series 65 designations and has six years of industry experience. His prior roles include positions at Signature Financial Advisors and JP Morgan Chase & Co. He is also an independent insurance producer involved in insurance production activities. HRC Financial provides fee-based investment advisory services and comprehensive financial planning to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm emphasizes strategic asset allocation and employs fundamental and cyclical analysis, often working with unaffiliated third-party money managers while offering plan consulting and business advisory support.

Joseph Teagarden is a financial advisor at Total Wealth Partners in Houston, TX, holding Series 63 and Series 66 designations with 17 years of industry experience. He previously worked at Morgan Stanley Private Bank and Merrill. Total Wealth Partners is a registered investment adviser serving individuals, high-net-worth clients, trusts, and estates with discretionary portfolio management and retirement-account advice. The firm manages approximately $32.7 million, using customized investment strategies that primarily involve low-cost ETFs alongside individual stocks, bonds, and options.

Amol Desai is a CFA® charterholder and holds a Series 65 license with seven years of industry experience. He is the sole advisor at Perceptive Wealth Advisors LLC, an independent firm he has been with since 2019. He also serves as a consultant with K Carpenter Associates Inc., dedicating up to 15% of his time to this role. Perceptive Wealth Advisors LLC manages approximately $10.4 million in discretionary assets for a client base of 18 high-net-worth and individual investors. The firm primarily employs passive investment strategies using index funds and ETFs, complemented by fundamental and technical analysis, and offers a range of financial planning services tailored to client needs.

Theodore Geoca is a financial advisor with Maxout Savings Advisors LLC in Houston, TX, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has been with Maxout Savings Advisors since 2005. Outside of advising, he serves as CFO of Rangoni Global, dedicating approximately 10% of his time to that role. Maxout Savings Advisors provides discretionary portfolio management primarily to individual and high-net-worth clients, using a variety of analytical methods and customized investment policies based on client goals and risk tolerance. The firm manages about $101.1 million on a discretionary basis and offers client communications including newsletters and detailed performance reports.

William Scheel is the sole advisor at William R. Scheel, Investment Adviser, an independent firm based in Houston, TX. He holds 12 years of industry experience and has been managing his own advisory firm since 1984. The firm provides personalized, fee-only investment management to a small number of individual and institutional clients, including pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. Its investment approach focuses on strategic asset allocation with diversified portfolios built from stocks, bonds, no-load mutual funds, and passively managed index and exchange-traded funds.

Stephen Read is a financial advisor at H.I.T. Capital, LLC with 13 years of industry experience. He holds a Series 65 designation and has worked at his current firm since 2015. In addition to his advisory role, he is a full-time engineer at ConocoPhillips. H.I.T. Capital, LLC is a state-registered independent investment adviser serving primarily high-net-worth individuals and investors in a private pooled vehicle. The firm employs a long-term, long-biased approach focused on structurally inefficient exchange-traded products and undervalued securities, combining proprietary fundamental analysis with trading models and institutional-style fund operations.

Jeffrey Franco is a financial advisor at JV Global Capital, Inc. in Houston, TX, holding a Series 65 designation with one year of industry experience. His background includes education roles at the University of Houston and DeBakey High School for Health Professions. JV Global Capital, Inc. serves high-net-worth individuals, families, institutions, corporations, trusts, and asset protection entities domestically and internationally. The firm employs a goals-based investment approach with tailored asset allocation and risk analysis, providing primarily non-discretionary proposals and offering institutional retirement plan consulting including fiduciary services.

Brandon Lockwood is the sole advisor at Lockwood Wealth Strategies, LLC in Houston, TX, with 19 years of industry experience. He holds a Series 66 designation and has previously worked at Cetera Advisors LLC, Cetera Investment Advisors LLC, Lifestyle Asset Management, Inc., First Allied Advisory Services, Inc., and First Allied Securities, Inc. Lockwood Wealth Strategies provides wealth management and financial planning services to individuals, trusts, estates, and businesses, managing approximately $80.6 million on a discretionary basis for about 70 clients. The firm constructs portfolios using exchange-traded funds, low-cost diversified mutual funds, and individual equities, applying both fundamental and technical analysis with a predominantly long-term focus while allowing shorter-term trades for rebalancing or client needs.