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.

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 with VIA IV Investments, LLC in Houston, TX, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He has worked with Mann Wealth Management, LLC since 2017 and has been involved in his own insurance business activities, serving on the board of Partners Equity Group. Additionally, he hosts "Money Show with Scott Mann," a monthly radio program featuring a question-and-answer format. VIA IV Investments provides discretionary portfolio management primarily to individual and high-net-worth clients, with services extending to institutions, trusts, and retirement plans. The firm utilizes proprietary, custom-indexed model portfolios that combine long-term hold strategies and occasional shorter-term trades, and it offers a lower-minimum digital advisory program alongside access to private alternative funds for qualified investors.

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.

Cameron Penney is a CFP® professional based in Houston, TX, with 15 years of industry experience. He has been with Penney Financial, LLC since 2015, where he serves as one of four advisors. Penney Financial provides comprehensive financial planning and advisory services primarily to individuals, families, and high-net-worth clients, as well as trusts, estates, charitable organizations, and small businesses. The firm emphasizes a planning-first approach with goal-based and cash-flow planning, implementing investment strategies grounded in academic and quantitative research using low-cost mutual funds and ETFs.

Martin Gremm is a Series 65-licensed financial advisor at Pivot Point Advisors, LLC in Bellaire, TX, with 21 years of industry experience. He has been with Pivot Point Advisors since 2004. Outside of his advisory role, he serves as president of GremmTech, LLC, a software development and consulting business. Pivot Point Advisors, LLC provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, trusts, estates, charitable organizations, and small businesses. The firm employs quantitative and semi-quantitative long-only stock strategies alongside ETF approaches, managing accounts primarily on a discretionary basis with customized portfolio options available.

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.

Jonathan Swanburg is a CFP® certificant with 17 years of industry experience, currently serving at TSA Wealth Management since 2022. He previously worked at Calton & Associates, Inc. and Tristar Advisors. Swanburg is president of FB LAX, a youth sports nonprofit organization based in Houston. TSA Wealth Management is an SEC-registered adviser that provides discretionary managed portfolios, written investment strategies, and consulting services to individuals, corporations, and charitable entities. The firm manages approximately $359 million across about 262 accounts, tailoring portfolios to client objectives through asset allocation, technical analysis, and regular due diligence.

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.

Aymeric Martinoia is a financial advisor with VIE INVEST, LLC in Houston, TX, holding a Series 66 designation and 17 years of industry experience. He has been with VIE INVEST since 2015. Mr. Martinoia is also licensed as an insurance agent and offers insurance products independently or through MassMutual Financial Group as part of his financial planning services. VIE Invest serves high-net-worth individuals, families, and various entities by providing discretionary portfolio management, financial planning, and investment consulting, including private-equity introductions and project due diligence. The firm constructs customized portfolios using model allocations and third-party managers, employing active techniques such as margin and options, and manages over $50 million in client assets.

Carolyn Douglas is a CFP® with 22 years of industry experience and has been with Integra Wealth Advisors, LLC in Houston, TX since 2011. She holds a Series 65 license and works at a firm with a total of two advisors. Integra Wealth Advisors provides fee-only wealth management and financial planning services to individuals, high-net-worth families, trusts, estates, and business owners. The firm offers comprehensive financial planning and investment management through an integrated approach that addresses both asset allocation and clients’ behavioral factors, utilizing a combination of passive and active managers along with alternative strategies when appropriate.

Marc Schindler is a CFP® with 23 years of industry experience and has been with Pivot Point Advisors, LLC since 2004. He holds Series 63 and Series 65 licenses and is based in Bellaire, TX. Pivot Point Advisors, LLC provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, private investment entities, trusts, estates, charitable organizations, and small businesses. The firm uses quantitative and semi-quantitative long-only stock strategies combined with ETF portfolios, managing accounts on a discretionary basis with a focus on algorithmic and human-overlay approaches.

Joshua Hebert is a CFP® professional with 19 years at Beacon Financial Advisors Ltd in Houston, TX. He has five years of industry experience. Beacon Financial Advisors Ltd is a fee-only investment adviser managing approximately $290 million across 94 client relationships. The firm provides ongoing investment management and financial planning for individuals, families, and related entities, using an IPS-driven, balanced global asset allocation with a preference for active managers and primarily no-load mutual funds.

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.

Crystal Mckeon is a CFP® professional with 16 years of industry experience, currently serving as an advisor at TSA Wealth Management. Her previous roles include positions at Tri-Star Advisors, Calton & Associates, and Parallax Investments. Outside of finance, she teaches aerial hammock yoga classes at Crystal Yoga Studios. TSA Wealth Management is an SEC-registered adviser that manages discretionary portfolios and provides consulting services to individuals, corporations, and charitable entities. The firm oversees approximately $359 million across diverse client accounts, tailoring portfolios through asset allocation, technical analysis, and regular reviews.

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.

Liebe Miller is a financial advisor at Signature Financial Advisors with 39 years of industry experience. She holds the Series 63 and Series 66 designations. Miller previously worked at H. Beck, Inc., MassMutual Life, and Ostrow Financial Group. She is the founder of Senior Care Advisors of Texas, a consultation and referral service focused on health, social, and financial issues affecting seniors and their adult children. Signature Financial Advisors serves individual investors, closely held businesses, and pension and profit-sharing plans, providing investment supervisory services, manager-of-managers selection, pension consulting, and financial planning. The firm delivers advice on a non-discretionary basis and emphasizes manager selection and monitoring, as well as educational seminars and workshops.

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.