Christina Osborne is a CFP® with 20 years of industry experience, currently serving at Life Balance Financial in Houston, TX. She has worked in financial advisory roles since 1990, including positions at Baron Financial Advisors and her own practice. Osborne is also a licensed insurance agent, dedicating part of her time to insurance sales. Life Balance Financial provides financial planning primarily through recommending and monitoring third-party investment advisers rather than directly managing assets. The firm focuses on asset allocation, portfolio construction, and tax-aware strategies, delivering a written financial plan and a diagnostic "Portfolio MRI" as primary client services.

Sue Grbac is a financial advisor at Strategic Advisory Services, L.L.C. in Houston, TX, holding a Series 65 credential with 23 years of industry experience. She has worked at Strategic Advisory Services since 2014 and has been involved with affiliated entities including Strategic Risk Management, Inc. and The Strategic Group, L.P. since 1985. Strategic Advisory Services provides wealth management, asset allocation, and third-party money manager oversight for individual clients, trusts, estates, and other entities. The firm emphasizes manager and asset-class selection and uses SEI and other third-party managed account programs, offering customized allocations and ongoing discretionary monitoring.

Kaden Kozsuch is a financial advisor at Integrity Road Wealth Partners LLC with one year of industry experience. He holds a Series 65 designation and has worked previously at Baylor University and Kozsuch & Company Appraisals LLC. Integrity Road Wealth Partners LLC provides wealth management and financial planning services to individual and high-net-worth clients, managing portfolios across equities, bonds, mutual funds, ETFs, REITs, and options. The firm employs a blend of fundamental and technical analysis with Modern Portfolio Theory and long-term strategies, offering discretionary account management and custom indexing solutions.

Charles Parker Jr. is a CFP® practitioner with 30 years of experience in financial advising. He has worked at Parker Financial Advisors LLC since 2019 and was previously with Cl Parker, Inc., DBA Parker Financial Advisors, from 1996 to 2019. Parker Financial Advisors LLC provides wealth management and portfolio management services to individual and high-net-worth clients, utilizing a structured onboarding and multi-step planning process. The firm’s investment approach is based on Modern Portfolio Theory, focusing on diversification, long-term asset allocation, and institutional asset-class vehicles.

Andrew Hauch is a financial advisor at Increase Consultants LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Increase Financial, LLC since 2016, including a two-year period at LPL Financial, LLC. Increase Consultants provides investment advisory and financial planning services to individuals, trusts, not-for-profit plans, endowments, corporations, and a registered investment company. The firm employs a customized, long-term, and globally diversified investment approach involving fundamental analysis and multi-step portfolio management, serving clients with family-office style reporting and various investment vehicles.

Jeremy Joiner is a CFP® professional with 17 years of industry experience, currently serving at Strategic Advisory Services, L.L.C. in Houston, Texas. He holds Series 65 and Series 63 licenses and has been with Strategic Advisory Services since 2012. 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 uses institutional programs through SEI Investments while customizing asset allocations and offers portfolio management, third-party money manager oversight, and financial planning services.

Binglin Li is a Series 65-licensed financial advisor at Linden Rose Investment LLC with 10 years of industry experience. He has been with Linden Rose Investment since 2016. Linden Rose Investment LLC provides discretionary investment management to individuals, qualified retirement plans, trusts, small businesses, and serves as investment adviser to a pooled private investment vehicle. The firm follows a value-oriented, concentrated equity strategy focused on long-term capital preservation and typically manages high-conviction portfolios with performance-based arrangements for qualified investors.

Pratik Shah is a CFA® charterholder and holds a Series 65 license with 11 years of industry experience. He has been with Amijag Investment Managers LLC since 2012 and is also involved as a business research analyst and director at related entities Amijag Inc. and Amijag USA Inc. Amijag Investment Managers LLC provides discretionary and non-discretionary investment supervisory services primarily to institutional and business clients, including hedge funds, corporations, retirement plans, foundations, and endowments. The firm also offers financial planning, bookkeeping, and tax advisory services to individuals and families, managing a private hedge fund and employing active portfolio management with model strategies and alternative investment allocations.

Richard Grbac is a CFP® professional with 40 years of experience in the financial advisory industry. He has been with Strategic Advisory Services, L.L.C. since 2014 and previously worked with Viking 1082, GP, LLC, The Strategic Group, L.P., and Strategic Advisory Services, L.P. from 2004 to 2017. Strategic Advisory Services serves individual clients, including high-net-worth individuals, as well as trusts, estates, and other entities, providing wealth management, asset allocation, and oversight of third-party money managers. The firm typically uses SEI and other managed account programs, customizing allocations as needed and maintaining ongoing discretionary monitoring to align with client objectives.

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.

Minh Vo is a financial advisor with Verus Financial Group in Sugar Land, TX, holding Series 63 and Series 65 licenses and 19 years of industry experience. His career includes roles at Cambridge Investment Research Advisors and MassMutual Life Insurance Company. Outside of advising, he owns a gym business and participates in a CPA team-based consultation model. Verus Financial Group serves individuals, pension and profit-sharing plans, and business entities, offering discretionary portfolio management, financial and estate planning, and access to private equity and alternative investments. The firm employs a strategy combining modern portfolio theory, automated rebalancing, tax-loss harvesting, and exposure to digital assets.

Haya Naaz Ukani is a financial advisor at Amijag Advisors LLC, holding a Series 65 designation with no prior industry experience. She has worked at Pendulum Watches Inc. since 2020 and was affiliated with the University of Houston from 2015 to 2023. Amijag Advisors LLC provides discretionary investment supervisory services primarily to institutional and corporate clients, including hedge funds, retirement plans, foundations, and endowments. The firm also offers financial planning, bookkeeping, and tax-preparation services, managing personalized, model-based portfolios with active allocation management and periodic rebalancing.

Micah Mills is a financial advisor at CRIS Capital, Ltd. with one year of industry experience. He holds a Series 65 designation and previously worked at Chick-fil-A, SGS, Anytime Fitness, and KYSC. CRIS Capital, Ltd. provides ongoing portfolio management primarily to individual and high-net-worth clients, preparing tailored Investment Policy Statements. The firm employs fundamental analysis and modern portfolio theory in a long-term trading approach, managing accounts on a discretionary basis through a third-party subadvisor.

Robert Schlangen is a financial advisor with Park Walk Investments LLC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His career includes roles at The Huntington Investment Company, Park Walk Capital Markets, American General Life Insurance, AIG Capital Services, Sunbelt Securities, and WFG Advisors. He also consults on compliance matters with Bates Group. Park Walk Investments LLC provides portfolio management primarily for institutional clients and high-net-worth investors, focusing on fixed-income securities and utilizing a combination of fundamental, quantitative, and technical analysis across long- and short-term trading strategies.

Anthony Daoheuang is a financial advisor at Verus Financial Group with four years of industry experience. He holds the Series 66 designation and has previously worked at Lux Advisor Group and MassMutual Greater Houston. Outside of advising, he owns Bench Press and Invest, an online platform offering free financial advice targeted at adolescents entering college. Verus Financial Group serves individuals, pension and profit-sharing plans, and business entities with discretionary portfolio management, financial and estate planning, and access to private equity and alternative investments. The firm employs modern portfolio theory combined with automated rebalancing and tax-loss harvesting, and integrates pension consulting with third-party manager relationships to offer specialized private opportunities.

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.

Brett Cristiano is a financial advisor at Verus Financial Group with 13 years of industry experience. He holds the Series 66 designation and has worked at Mass Mutual Life Insurance Company since 2012. Cristiano is also a member of MassMutual’s Elite Resource Team, which focuses on outsourced cost segregation and tax reduction strategies. Verus Financial Group serves individuals, pension and profit-sharing plans, and business entities, offering discretionary portfolio management, financial and estate planning, pension consulting, and access to private equity and alternative investments. The firm combines modern portfolio theory with automated rebalancing and tax-loss harvesting, and employs strategies including digital asset exposure, options, margin, and securities-based lending.

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.

Manan Atit is a financial advisor at OPPOQUEST with one year of industry experience. He holds a Series 65 credential and previously worked at Honeywell, Abbott, Netra Health, and Alcon. He is also the co-founder of Netra Health, a venture that invests in early-stage life science companies. OPPOQUEST provides investment management services to individual and business clients, focusing on portfolio management through separately managed accounts with multiple model strategies and customized mandates. The firm employs a bottoms-up fundamental analysis approach and incorporates various asset classes, including ETFs, ETNs, and option strategies, while offering performance-based fee options and held-away account support.

Justin Singletary is a financial advisor with Quiver Financial Holdings LLC in Katy, TX, holding Series 63 and Series 65 credentials and possessing nine years of industry experience. His work history includes roles at American Trust Investment Services, WestPark Capital, World Financial Group, and Transamerica Financial Advisors. He also serves as Director of Business Development for Quiver Financial, Inc. Quiver Financial Holdings serves individual and high-net-worth clients, investment companies, and corporations by providing portfolio management, financial planning, consulting, and managed account services. The firm offers a subscription newsletter focused on macro commentary and employs a diversified investment approach tailored to clients’ objectives, time horizons, and risk tolerances.