Jiayi Fan is the founder and sole advisor of Mobius Fund, holding a Series 65 credential with eight years of experience in investment management. He also founded and serves as CEO of Chaogic Systems LLC, an IT consulting and services firm he has led since 2001. Mobius Fund provides discretionary, data-driven management for pooled vehicles and institutional investors using a proprietary neural-network model focused on short-term, intraday trades in large-cap U.S. securities and ETFs. The firm emphasizes in-house model development and operates primarily through an adviser account at Interactive Brokers.

Jonathan Carroll Sr. is the sole advisor at Carroll & Company Capital Management in Houston, TX, with 2 years of industry experience. He has been involved with Carroll & Company since 1995 and has served as President and owner of Lazarus Energy Holdings LLC, an oil and gas refining company, since 2006. Carroll & Company Capital Management provides investment supervisory services and develops Investment Policy Statements for clients including pension plans, trusts, charitable institutions, and individuals. The firm employs a goal-based bucket strategy to align assets with liabilities and time horizons, coordinates the selection and oversight of third-party managers, and delivers services on a non-discretionary basis with regular reviews.

Robert Leslie is a CFA® charterholder based in Houston, TX, with 16 years of experience in the financial advisory industry. He has worked at Meadow Lake Capital LLC since 2021 and previously held roles at Mosaic Advisors, DaCamera, and Patriot Wealth Management, Inc. Meadow Lake Capital is a small, state-registered advisory firm serving high-net-worth individuals, trusts, estates, charities, and small businesses. The firm employs a long-term, risk-managed investment approach that combines fundamental equity research and technical analysis, using diversified core equity portfolios, low-cost ETFs, and laddered investment-grade fixed income, along with selective use of exchange-traded options and other derivatives to generate income and manage risk.

Michael Marin is the principal advisor at Marin Financial Group in Katy, Texas, holding Series 63 and Series 65 licenses with 26 years of industry experience. He previously worked at Commonwealth Financial Network for 12 years before founding his independent firm in 2018. Marin took a brief retirement from 2017 to 2018 prior to establishing Marin Financial Group. Marin Financial Group is a small independent registered investment adviser serving individuals, families, small businesses, trusts, and retirement plans. The firm offers financial planning, discretionary portfolio management, and asset allocation using a model-based platform, focusing on individualized client relationships and portfolio oversight.

Joseph Coselli Jr. is a Series 65 licensed financial advisor with Auxius Capital Management, LLC, based in Houston, TX. He has three years of industry experience and has held roles at Auxius Capital Management, Auxius Capital Partners LLC, Coselli Enterprises, LP, SEA Industrie, Inc., Bloomberg, LP, Gulf Consulting, LLC, and St. John's High School. Outside of his advisory work, he is a general partner at Coselli Enterprises, LP, the family office responsible for capital deployment decisions. Auxius Capital Management primarily advises a private pooled partnership and separately managed accounts for qualified investors. The firm employs macro and opportunistic strategies across various instruments, combining proprietary statistical analysis and algorithmic signals with discretionary oversight in its investment approach.

Alvin Richards is the sole advisor at Richards Financial Planning, LLC in Houston, TX, with six years of experience in financial advising. He holds the ChFC® designation and Series 63 license. Prior to founding his firm in 2019, Mr. Richards has been an independent insurance agent since 2013 and has maintained insurance licenses since 1987, engaging in the sale and service of annuity, life, and health insurance products. Richards Financial Planning serves individuals and families approaching or in retirement, as well as business owners and plan sponsors, providing retirement income planning, comprehensive financial planning, and investment management. The firm emphasizes retirement income planning and client education, delivering stress-tested plans and offering both planning and discretionary portfolio management with a disciplined asset allocation approach.

Richard Higginbotham is the president of Riverway Asset Management, Inc. in Houston, TX, with 22 years of industry experience. He holds a Series 63 designation and has been an independent insurance agent since 1997. Higginbotham has led Riverway Asset Management since 1995. Riverway Asset Management offers fee-based portfolio management and integrated financial planning to individuals, trusts, estates, foundations, retirement plans, charitable organizations, and business entities. The firm provides non-discretionary advice using asset-allocation models and proprietary portfolios from SEI Investment Company, with accounts reviewed annually and rebalanced quarterly.

David Hoctor is a CFP®-certified financial advisor with 24 years of industry experience. He has led Hootor Financial Group, LLC since 2006 in Houston, TX. Hoctor holds Series 63 and Series 65 licenses and focuses on serving individual clients and families. Hootor Financial Group provides discretionary investment management and comprehensive financial planning, advising trusts, estates, and business entities. The firm employs fundamental security analysis with both long- and short-term strategies across various instruments and maintains a boutique client roster of about twenty families.

Douglas Anderson III is the sole advisor at Douglas Anderson, III in Houston, TX, holding a Series 63 license with five years of industry experience. He has been affiliated with Goodrich Operating Company since 2009. In addition to his advisory role, Mr. Anderson operates as a Certified Public Accountant and Licensed Real Estate Broker through his sole proprietorships, providing tax planning, business consultation, and real estate brokerage services. His firm provides investment supervisory services and customized investment advice to accredited clients, including individuals, families, IRAs, endowments, trusts, and business entities. The firm emphasizes long-term asset allocation and diversification through primarily fundamental analysis, offering discretionary portfolio management while clients retain their own custodians.

Kenneth Katzen is the sole advisor at Post Oak Investment Management, Inc. in Houston, TX, holding Series 63 and Series 66 credentials with 22 years of industry experience. He has been with Post Oak Investment Management since 2003. Post Oak Investment Management is an independent registered investment adviser serving individuals and institutional clients such as banks, credit unions, trusts, estates, and corporations. The firm offers discretionary managed-account services using a proprietary Model Asset Allocation Program (MAAP®) that incorporates fundamental and technical analysis across a variety of investment instruments.

Douglas Malone is the sole advisor at OverFlow Financial LLC in Missouri City, TX, holding Series 65 and Series 66 designations with 15 years of industry experience. His prior work includes positions at Mass Mutual and MML Investors Services Inc. Malone is also affiliated with FEMA since 2022. OverFlow Financial provides portfolio management and financial planning services primarily to individual clients. The firm emphasizes a long-term investment approach guided by client-specific Investment Policy Statements, focusing on mutual funds, fixed income, equities, ETFs, and insurance products, while not exercising discretionary authority over accounts.

Liem Hoang is a financial advisor at Stillforest Wealth Management in Houston, TX, holding CFP® and CFA® designations as well as a Series 65 license. He has eight years of industry experience, with prior roles at firms including OWLFA LLC, Trajan Wealth, L.L.C., and Investec Wealth Strategies. Stillforest Wealth Management serves individual and high-net-worth clients by providing investment management and comprehensive financial planning across areas such as business planning, retirement, and estate planning coordination. The firm employs a blend of passive and active investment strategies grounded in modern portfolio theory and offers discretionary portfolio management with quarterly reviews.

Julie Orser Odermatt is the sole advisor at Orser Investment Advisors, Inc., an independent firm based in Houston, TX. She holds a Series 63 designation and has 32 years of industry experience, having founded and led the firm since 1994. Orser Investment Advisors is a fee-only fiduciary investment adviser serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs a strategic asset allocation approach with periodic rebalancing, utilizing a mix of equity and bond ETFs alongside actively managed funds, and provides portfolio management services uncommon for a single-advisor firm.

“A goal without a plan is just a wish.” - Antoine de Saint-Exupery I founded WorthWise Financial Partners because I believe that everyone needs a financial plan. We specialize in helping young and mid-career families of all shapes and sizes juggle saving for college and retirement while living a full life along the way. We welcome families just starting to build wealth and enjoy helping LGBTQ families navigate their unique challenges. I am a CERTIFIED FINANCIAL PLANNER® professional, and a Project Management Professional® with a degree in Economics and English from Rice University. Prior to founding WorthWise, I worked at Aon Hewitt for over 20 years working with large companies to help their employees protect their families and achieve financial goals through retirement and insurance programs. As I talked with friends and neighbors with growing families I recognized the challenges they faced juggling competing financial priorities. I also observed the missteps they often took through lack of the time or knowledge to successfully navigate their financial lives and the perception that financial planning was just for the already wealthy. I am now putting my decades of experience to work helping families turn their hopes and dreams into achievable goals! I have two kids in college and live with my husband in Houston, Texas. I serve clients virtually across the U.S. and currently have clients in 11 states. When I'm not financial planning or reading about financial news and trends, I enjoy cooking, wine, gardening, and SCUBA diving. I look forward to meeting with you to discuss how we can bring financial peace of mind and confidence to you and your family and help you live the life you envision!

Rodney Schulz is the sole advisor at Schulz Financial, LLC in Houston, TX, holding a Series 66 credential with 21 years of industry experience. He has led Schulz Financial since 2003. Outside of his advisory role, Schulz serves as an independent consultant instructor, teaching oil and gas professionals about economics and uncertainty in the sector. Schulz Financial provides discretionary asset management and financial planning services primarily to technically and financially sophisticated individuals, including high-net-worth clients. The firm applies Modern Portfolio Theory with academic factor models and economic stress testing, maintaining a high-touch review process tailored to quantitatively oriented clients.

Edwardo Garcia III is a financial advisor at GMI Capital Partners in Houston, TX, holding a Series 65 credential with one year of industry experience. His prior roles include positions at Gerson, Lehman Group, Coleman Research, and Hewlett Packard Enterprises. GMI Capital Partners provides discretionary investment management to a diverse client base, including institutional and individual investors. The firm employs a fundamental, value-oriented investment approach focused on multi-year holdings, with concentrated portfolios managed on a discretionary basis.

Siddharth Mehta is a financial advisor at Wisdom Oak Fund Management LLC with six years of industry experience. He holds a Series 66 designation and has worked at firms including NEXT Financial Group, Bank of America, Merrill Lynch, and Morgan Stanley. Wisdom Oak Fund Management LLC provides discretionary portfolio management and consulting services to individual investors, corporations, and other business entities. The firm employs an opportunistic, active investment approach focused on absolute return and a higher Sharpe ratio, utilizing a flexible strategy across various asset classes and markets.

Geoffry Oshman is the sole advisor at Geoffry H. Oshman, CFP, an independent advisory firm based in Houston, TX. He holds the CFP® designation and has 7 years of industry experience, operating his own practice since 2008. Outside of advising, he serves as the Director of Music at Creative Life Spiritual Center in Spring, TX, where he works as a pianist and program director. The firm provides discretionary portfolio management and financial planning services to individuals, trusts, corporations, and small businesses. It manages approximately $14.6 million in client assets, using low-cost mutual funds and a combination of long-term and shorter-term investment strategies tailored to client goals and risk tolerance.

James Lee is a CFA® charterholder and the sole advisor at AlphaVista Asset Management LLC with two years of industry experience. Prior to founding AlphaVista, he held roles at various Shell entities, including Shell Chemicals & Products and Shell Trading, from 2015 to 2023. AlphaVista Asset Management provides discretionary investment management to individuals, high-net-worth clients, and institutional and organizational clients such as retirement plans and charitable organizations. The firm employs proprietary quantitative models to guide investment decisions, primarily utilizing exchange-traded products, and serves a diverse client base with a standardized risk-tiered approach.

Tyler Hunt is a CFA charterholder and the sole advisor at MyFi Wealth Management, LLC with four years of industry experience. Prior to founding his firm, he worked at JPMorgan Chase and PSN Affiliates. In addition to his advisory role, he serves as Business Director at Astrocare Home Healthcare, a position he has held since 2021. MyFi Wealth Management provides discretionary investment management and financial planning primarily to individual and high-net-worth clients. The firm uses a goal-based investment process emphasizing growth and capital preservation through asset allocation, risk management, and a top-down sector approach to equity exposure.