Klinton Olive is a financial advisor at Olive Wealth Management with 19 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Olive Wealth Management since 2016. The firm manages approximately $83.9 million for about 54 clients, including individuals, high-net-worth clients, small businesses, trusts, and retirement plans. Olive Wealth Management focuses on diversified global asset-class portfolios, tax efficiency, and cost minimization, offering discretionary portfolio management, integrated financial planning, and specialized 401(k) consulting services.

Peter Roth is a CFP® with 43 years of industry experience, currently serving at Roth Financial Partners LLC since 2020. His prior experience includes roles at Raymond James Financial Services Advisors and UBS Financial Services. Roth Financial Partners LLC offers discretionary investment advisory services and financial planning to individuals, business entities, trusts, estates, and state and municipal government clients. The firm focuses on customized portfolio management using a mix of individual equities, fixed income, mutual funds, and ETFs, and utilizes independent managers through the Raymond James Consulting Services wrap program.

Job Louimeus is a Chartered Financial Consultant (ChFC®) and holds Series 65 and Series 63 licenses with nine years of industry experience. He has worked at Exos Wealth Strategies since 2020 and previously spent four years at Centric Advisors, LLC, as well as one year at JML Consulting. Outside of his advisory role, Louimeus owns a mortgage brokerage, Exos Mortgage Company, LLC, where he assists clients with home loans and refinancing. Exos Wealth Strategies serves individuals, trusts, estates, and retirement plans by providing discretionary and non-discretionary investment management, financial planning, and retirement plan consulting. The firm constructs individualized asset allocations primarily using mutual funds and ETFs, performs due diligence on private placements, and can act in ERISA fiduciary capacities when engaged.

George Douglas is a CFA® charterholder with two years of industry experience. He is currently with Integra Wealth Advisors, LLC, where he has worked since 2023, following an 11-year tenure at Cadence Bank. Integra Wealth Advisors provides fee-only wealth management and financial planning to individuals, high-net-worth families, trusts, estates, and business owners. The firm employs an integrated investment approach that combines asset allocation with behavioral and emotional considerations, using both passive and active managers and alternative strategies when appropriate.

Robert Pascarella is a financial advisor at Peerless Wealth with two years of industry experience. He holds a Series 65 designation and has prior roles at Peerless ETFs, LLC and Entergy Services, Inc., where he is also a licensed professional engineer in Texas for thermal/fluid systems. Peerless Wealth serves individuals, families, trusts, business entities, charities, and qualified retirement plans, providing financial planning, discretionary investment management, and consulting services. The firm uses a strategic asset-allocation framework and a proprietary portfolio construction methodology, managing custom client portfolios, model portfolios, and acting as a sub-adviser to an exchange-traded fund.

Frank Idrees is a financial advisor with Wealth Benefit Advisors, LLC in Houston, TX, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investment, Grove Point Investments, Grove Point Advisors, Quercus Capital Partners, and H. Beck, Inc. He is also the owner of a life insurance business focused on managing client portfolios and related services. Wealth Benefit Advisors, LLC provides investment advisory services to individuals, high-net-worth clients, and pension/retirement plans, offering managed accounts and retirement plan consulting. The firm tailors portfolio management strategies using a mix of turnkey asset management programs and separately managed accounts, serving a diverse client base with customized risk and return objectives.

Kaye Riggs is a financial advisor with Saint Francis Capital in Houston, TX, holding a Series 65 designation and 15 years of industry experience. She has been with Saint Francis Capital since 2013. Saint Francis Capital provides discretionary investment supervisory services to individuals and high-net-worth clients, managing personalized portfolios based on fundamental valuation, technical indicators, and macroeconomic factors. The firm oversees approximately $37.6 million in discretionary assets and develops tailored investment policies according to clients’ objectives, risk tolerance, and liquidity needs.

Christopher Suffron is a financial advisor at Innova Wealth, LLC with two years of industry experience. He holds a Series 65 designation and also serves as a tax director and minority shareholder at a public accounting firm, where he prepares and reviews tax returns and provides tax consulting. Innova Wealth, LLC offers portfolio management and financial planning services primarily to individual and high-net-worth clients, utilizing fundamental analysis and modern portfolio theory with a long-term trading focus. The firm emphasizes individualized client services and may engage third-party managers, maintaining a collaborative relationship with an independent sub-adviser for certain strategies.

Coleman Campbell is a financial advisor at Advocates Wealth Planning in Houston, TX, holding the CFP®, ChFC®, and Series 63 designations with 29 years of industry experience. He has worked at Cypress Advisory Services Ltd., LLP since 2012. Advocates Wealth Planning provides comprehensive financial planning and discretionary investment management to individual and high-net-worth clients. The firm employs a diversified, global investment approach using customized asset allocations based on five standard model portfolios, primarily implementing strategies with mutual funds and ETFs.

Marc Sony is a financial advisor with Camden Wealth Advisors LLC in Kingwood, TX, holding Series 63 and Series 65 licenses and with 21 years of industry experience. He has been affiliated with Northeast Securities, Inc. and Camden Wealth Advisors since 2009. Camden Wealth Advisors offers discretionary and non-discretionary investment management, financial planning, family office services, and pension consulting primarily to high-net-worth individuals, families, trusts, and institutions. The firm employs customized investment strategies and provides consolidated reporting, third-party manager referrals, and both long- and short-term investment approaches.

Charles Roe IV is a financial advisor at Innova Wealth, LLC with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including LPL Financial and BioCapital Holdings, LLC. Outside of advising, he practices as a certified public accountant and a licensed insurance agent. Innova Wealth, LLC provides portfolio management and financial planning primarily for individual and high-net-worth clients. The firm’s investment approach combines fundamental analysis and modern portfolio theory with a long-term orientation, using model portfolios and asset allocation to align client cash flow needs with appropriate risk levels.

Kurt Box is a CFP® professional with 23 years of industry experience, currently serving at Advocates Wealth Planning in Houston, TX. He has been with Cypress Advisory Services Ltd., LLP since 2005. Advocates Wealth Planning advises individual and high-net-worth clients, combining comprehensive financial planning with discretionary investment management. The firm employs an integrated asset-allocation strategy using customized model portfolios primarily composed of mutual funds and ETFs, while also offering limited insurance brokerage services.

Nicole Gale is a financial advisor with Wealth Management Investment Advisors, LLC in Spring, TX. She holds a Series 65 designation and has one year of industry experience. Prior to her current role, she worked at Standard Of Greatness, LLC and Jackson Henry Mortgage, LLC. Outside of advising, she is the managing member of Voice Standard, LLC, a company providing voice-over services. Wealth Management Investment Advisors is a team of five advisors serving individual and high-net-worth clients, trusts, small businesses, and churches. The firm focuses on financial planning, wealth management advice, and selecting third-party money managers, typically without taking custody of client assets.

Kesa Ennen is a financial advisor at Saber Capital Management LLC in Humble, TX. She holds the Series 65 designation and began her advisory role at Saber Capital Management in 2024. Prior to this, she worked as a self-employed contractor from 2019 to 2026. Saber Capital Management LLC provides discretionary investment management to individual clients and entities, including high-net-worth individuals, through separately managed accounts and private pooled investment vehicles. The firm employs a bottom-up, fundamental value-investing approach focused on detailed financial analysis, concentrated holdings, and a long-term horizon.

Christopher Manske is a CFP® with 24 years of industry experience and serves as owner and president of Manske Wealth Management, LLC in Houston, TX. He has been with Manske Wealth Management since its founding in 2012 and also maintains a role with Purshe Kaplan Sterling Investments. Manske is the author of the manuscript "Wartime Investing," which explores investment strategies during periods of conflict. Manske Wealth Management provides financial planning, consulting, and discretionary investment management to individuals, trusts, estates, corporations, and business entities. The firm oversees approximately $608 million in client assets across a seven-advisor team and employs a goal-based approach that integrates fundamental, technical, and cyclical analysis to tailor asset allocations.

Chance Burroughs is a financial advisor at Manske Wealth Management, LLC in Houston, TX, holding a Series 65 designation with five years of industry experience. His prior roles include positions at MML Investors Services, LLC, Mass Mutual Life Insurance Co, and Aflac. Manske Wealth Management provides financial planning, consulting, and discretionary wealth and portfolio management services to individuals, trusts, estates, corporations, and business entities. The firm manages approximately $707 million for about 480 clients through a team of ten advisors, tailoring portfolios using a variety of investment methods and conducting regular client reviews.

Heather Hofstetter is a ChFC® credentialed financial advisor with 16 years of industry experience. She is currently with Oak Harvest Investment Services, having joined in 2026, and previously worked at firms including Angeles Wealth Management, CETERA Advisor Networks LLC, Girard Securities, and United Capital Financial Advisers. Oak Harvest Investment Services is a team advisory firm that serves individuals, families, high-net-worth clients, and retirement plan sponsors with portfolio management, financial planning, and consulting services. The firm manages client accounts on a discretionary basis and employs a comprehensive asset-allocation process integrating financial planning and risk profiling.

Michael Brinkley is a Series 65-credentialed advisor at Manske Wealth Management, LLC with four years of industry experience. Before joining Manske Wealth Management in 2022, he worked in the mortgage industry for two years at NRL Mortgage and 21st Mortgage. Manske Wealth Management serves individuals, trusts, estates, corporations, and business entities with financial planning, consulting, and discretionary portfolio management. The firm manages approximately $707 million for about 480 clients through a team of ten advisors, using a multi-method investment approach tailored to client-specific goals and risk tolerances.

Charles Scavone is a CFA® charterholder with 11 years of experience in the financial industry. He is currently with Oak Harvest Investment Services and Oak Harvest Financial Group, where he has worked since 2023. His prior experience includes roles at PricewaterhouseCoopers, Patriot Wealth Management, and several alternative asset managers. Oak Harvest Investment Services is a team advisory firm serving individuals, families, high-net-worth clients, and retirement plan sponsors. The firm provides portfolio management, financial planning, and consulting, integrating fundamental and technical analysis with client education through seminars and community-college courses.

Don Childress is a CFA® charterholder with 27 years of industry experience, currently serving at Childress Capital Advisors, LLC since 2020. His prior experience includes roles at Stifel, Nicolaus & Company, Incorporated and Barclays Capital Inc. He serves on the board of the Camp Ozark Foundation, which provides a Christ-centered camp experience and mentoring for children and youth. Childress Capital Advisors is an SEC-registered firm managing approximately $826 million across about 327 client accounts with a five-advisor team. The firm offers discretionary investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, and institutions, employing a combination of fundamental, technical, and relative-strength analysis along with both active and passive strategies.