Adam Beaty is a CFP® and holds a Series 65 license with 11 years of industry experience. He is a founder and managing partner of Bullogic LLC and has been involved with Bullogic Wealth Management since 2018. Outside of financial advising, he previously operated Quantum Pest Control for 16 years. Bullogic Wealth Management is a small advisory firm serving individual clients and employer plan sponsors. The firm focuses on passive portfolio construction using low-cost index funds and ETFs, combined with fundamental and technical analysis, while also providing comprehensive financial planning and employee benefit-plan services.

David Teel is a CFP® professional with 20 years of experience in financial advising. He has been with Sweetwater Financial Advisors, LLC since 2001. Sweetwater Financial Advisors, LLC manages approximately $95.6 million for about 208 clients through a two-advisor team. The firm serves individuals, including high-net-worth clients, as well as employer-sponsored retirement plans and government clients, offering discretionary portfolio management, financial planning, and 401(k)/pension consulting. Their investment approach uses model portfolios primarily composed of mutual funds, ETFs, and individual equities, combining fundamental and technical analysis with active management strategies.

Thomas Chen is a financial advisor at Chung Wu Investment Group, LLC with six years of industry experience. He holds a Series 65 credential and has been with Chung Wu Investment Group since 2019. Prior to this, he worked at Ztylus Inc. from 2015 to 2018. Outside of advising, Chen is involved in several family investment and equipment sales businesses as a general partner. Chung Wu Investment Group provides discretionary and non-discretionary asset management and financial planning services to individuals, trusts, estates, and business entities. The firm manages approximately $127 million across about 91 clients and utilizes a combination of macroeconomic, fundamental, and technical analysis, including the use of derivatives, to tailor investment strategies.

Al Devji is an investment advisor representative at Kruse Asset Management, LLC with 32 years of industry experience. Prior to joining Kruse Asset Management in 2025, he worked at Kestra Advisory and KESTRA Investment SERVICES, LLC for nearly a decade. In addition to his advisory role, Devji owns and operates an insurance business focused on health, property, and casualty insurance. Kruse Asset Management serves individuals, trusts, estates, family offices, charitable organizations, and business entities, offering discretionary and nondiscretionary portfolio management along with comprehensive financial planning. The firm employs a blend of Modern Portfolio Theory, proprietary quantitative equity models, and third-party tools to construct and monitor diversified portfolios, incorporating technical indicators, options, and structured products in its investment approach.

James Alfieri is a financial advisor with Platform Wealth Advisors in Missouri City, TX, holding a Series 66 credential and 27 years of industry experience. He has previously worked at Raymond James Financial Services and Hamilton Financial Advisors. Alfieri also serves as a principal and CPA at Hamilton Mercer Advisors, where he oversees office operations and performs accounting duties, and he is a volunteer treasurer for a nonprofit fire company. Platform Wealth Advisors offers discretionary investment management, financial planning, and retirement-plan consulting to individuals, trusts, and businesses. The firm employs a long-term, asset-class investing approach based on Modern Portfolio Theory and supports advisory services through its affiliation with accounting and consulting practices.

Zachary Azra is a financial advisor at Early McClintic & McMillan, LLC with three years of industry experience. He holds a Series 65 designation and previously worked at Environmental Improvements, Inc. and Atlas Copco. In addition to his advisory role, he is licensed to sell insurance through unaffiliated companies and receives commission-based compensation for insurance product sales. Early McClintic & McMillan, LLC serves individuals, families, high-net-worth clients, retirement plan sponsors, and foundation trustees by providing portfolio management, financial planning, and pension consulting. The firm employs a combination of quantitative and qualitative analysis in its investment process and participates in a wrap-fee Separately Managed Account program through Raymond James Consulting Services.

Jonathan Chapman is a CFP® with 14 years of industry experience and has been with WJ Interests, LLC since 2016. He holds the Series 63 designation and works within a team of seven advisors at the firm’s Sugar Land, TX office. WJ Interests primarily serves individual and high-net-worth families, trusts, estates, retirement plans, and select corporate clients. The firm provides ongoing financial planning and discretionary investment management, focusing on strategic asset allocation and manager selection based on third-party research and direct due diligence, with an emphasis on long-term relationships and a generally conservative investment approach.

James Jones is a financial advisor at MDX Wealth Management with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Bournehill Investment Services and Callaway Financial Services. Outside of his advisory role, he is also an independent agent for Texas State Life and Health Insurance. MDX Wealth Management serves individual clients, trusts, foundations, corporations, and retirement plans by providing wealth management, portfolio management, and limited retirement, estate, and tax-planning support. The firm constructs individualized portfolios through fundamental research and offers both discretionary and non-discretionary management across multiple asset classes.

Thomas Moore III is a Series 65 licensed advisor with four years of industry experience. He is currently with RWM Capital, LLC and has previous experience at Foundations Investment Advisors, LLC and New York Life Insurance Company. In addition to his advisory role, he works as an independent insurance agent and tax specialist, providing insurance, tax, and financial planning services. RWM Capital, LLC offers financial planning and fee-based discretionary investment management primarily to individual and high-net-worth clients preparing for or in retirement. The firm employs tailored asset allocations, model portfolios, sub-advisers, and algorithmic tools across multiple offices to manage over $220 million in assets.

Timothy Hobbs is a financial advisor at MDX Wealth Management in Sugarland, TX, with 31 years of industry experience. He holds a Series 63 designation and has held roles at several firms, including First Western Securities and Bournehill Investment Services. Outside of his advisory work, he owns TCH Photo, a non-investment-related business. MDX Wealth Management is an independent registered investment adviser that provides portfolio management and wealth-planning services to individuals, trusts, pensions, foundations, and businesses. The firm uses a fundamentally driven, long-term investment approach supplemented with tactical tools tailored to client risk profiles and operates across multiple offices and brands.

Nicole Pachar is a financial advisor with MDX Wealth Management in Missouri City, TX, holding Series 63 and Series 65 licenses and 12 years of industry experience. She has worked at Callaway Financial Services Inc, doing business as Synergy Securities, and has been with MDX Wealth Management since 2012. Outside of advising, she is the owner of Pachar Consulting LLC and also works as a contractor for a non-investment-related firm. MDX Wealth Management serves individual clients, including high-net-worth households, as well as trusts, foundations, corporations, and retirement plans. The firm provides wealth management and portfolio management with a fundamental research approach, offering both discretionary and non-discretionary services across multiple asset classes.

William Jameson is a CFP® professional based in Sugar Land, TX, with 28 years of industry experience. He has been with WJ Interests, LLC since 1995, where he is part of a five-advisor team. Outside of his advisory role, he is an investor and limited partner in several partnership real estate ventures. WJ Interests provides tailored financial planning and discretionary investment management primarily for individual and family clients, as well as corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs strategic asset allocation with third-party money managers, emphasizes governance practices, and offers daily-updated client portal access and formal proxy-voting guidelines.

Paul Roberts III is a financial advisor at RWM Capital, LLC with nine years of industry experience. He holds the Series 65 designation and has been involved with multiple related firms, including Foundations Investment Advisors, LLC, and Roberts Wealth Management of MS, LLC, where he serves as president and independent agent. Roberts Wealth Management (RWM Capital, LLC) provides financial planning and fee-based discretionary investment management primarily to individual and high-net-worth clients preparing for or in retirement. The firm employs a multi-office structure and uses tailored asset allocations with model portfolios, sub-advisers, and algorithmic tools to manage approximately $222 million across more than 1,400 client relationships.

John Havenar is a financial advisor at Hurwitz Associates, Inc. in Houston, TX, holding Series 63 and Series 66 licenses with 31 years of industry experience. He has been with Hurwitz Associates since 2016. Outside of his advisory role, Havenar manages residential rental properties and owns a health and life insurance sales business. Hurwitz Associates provides discretionary and non-discretionary investment management primarily for individual and high-net-worth clients, focusing on asset allocation through Modern Portfolio Theory using individual securities and ETFs. The firm emphasizes long-term, low-turnover portfolio management and involves clients in setting investment objectives.

Nelson Gonzalez is a financial advisor with Amicus Financial Advisors, LLC, holding a Series 65 credential and 14 years of industry experience. He has worked with Amicus since 2011 and also serves as a firefighter and EMT with the Houston Fire Department. Additionally, he operates a business consulting firm, Nelson Gonzalez & Associates LLC. Amicus Financial Advisors provides comprehensive financial planning and investment advisory services to individuals, high-net-worth clients, trusts, charitable organizations, pension and profit-sharing plans, and corporations. The firm employs a multi-cap, multi-style investment approach combining active and passive vehicles, managing approximately $511 million on a discretionary basis.

Zhaoxia Lin is a financial advisor at RWM Capital, LLC with three years of industry experience. She holds Series 65 and Series 63 licenses and has previously worked at W&S Brokerage Services and Western & Southern Life. Outside of advisory work, she is a full-time insurance sales agent with Western & Southern Life. Roberts Wealth Management provides financial planning and fee-based discretionary investment management primarily to individual and high-net-worth clients preparing for or in retirement. The firm uses tailored asset allocations, model portfolios, sub-advisers, and algorithmic tools across its multi-office platform to serve approximately 1,437 client relationships.

I'm a former process research engineer - B.S. University of Louisiana at Lafayette, M.S. and Ph.D. in chemical engineering from the University of Texas at Austin. Upon graduating I joined Dow Chemical and had a productive 12-year career obtaining numerous patents and helping commercialize several products and processes. I enjoyed my Dow career, but there was something I enjoyed more. When Covid stopped the world, I re-evaluated my options and chose to pursue a passion. In 2022, I left a promising career at Dow to enroll in the CERTIFIED FINANCIAL PLANNER™ education program at Rice University. In April 2023, I launched Scientific Financial. I apply a scientific mindset and don't mindlessly accept doing things the "way they've always been done". I challenge the status quo and seek to do things better. Critical thinking has helped technology and the world move forward in the past decades. Financial planning should move forward too.

Andrea Freedman is a CFP® professional with over 31 years of experience in the financial services industry. She has worked at Westpark Wealth Advisors, Inc. since 2009 and is also affiliated with Calton & Associates, Inc. since 2017. In addition to her advisory work, Freedman serves as Co-Academic Director and instructor for the CFP® Graduate Certificate Program at the Susanne Glasscock School of Continuing Studies, overseeing coursework and preparing students for the CFP® exam. Westpark Wealth Advisors provides investment advisory and financial planning services to individuals, trusts, estates, pension and profit-sharing plans, and business entities. The firm offers a range of strategies including portfolio management, third-party money manager arrangements, and standalone financial planning, tailoring recommendations based on client objectives and risk tolerance.

Jared Jameson is a CFP® professional with 24 years of industry experience, currently serving at WJ Interests, LLC since 1997. Based in Sugar Land, TX, he is part of a five-advisor team at the firm. WJ Interests provides tailored financial planning and discretionary investment management primarily for individual and family clients, as well as corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm constructs strategic asset allocations and selects third-party money managers, employing a disciplined approach that generally avoids market timing and leverage, while offering clients detailed reporting and governance practices.

Mateo Salmeron is a CFP® with three years of industry experience currently serving at WJ Interests, LLC. His prior work includes roles at Texas A&M University and Holistplan. WJ Interests primarily serves individual and high-net-worth families, along with trusts, estates, retirement plans, and select corporate clients, managing approximately $634 million across about 233 client relationships. The firm offers ongoing financial planning and discretionary investment management, emphasizing long-term manager relationships and a thorough due diligence process.