Thomas Till is a financial advisor with APPS Wealth Management, Inc. in Friendswood, TX, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has been with APPS Wealth Management since 2017 and also owns Compass Tax Solutions, a local tax preparation business. Till has a background that includes roles at Investment Advisors, Life Planning Solutions, Inc., Proequities, Inc., and APPS Financial Group, Inc. APPS Wealth Management is an independent advisory firm that provides financial planning and investment advice primarily to individual clients. The firm refers clients to third-party money managers for portfolio management and custody, assisting with onboarding and monitoring without exercising discretionary trading authority.

Theodore Koinis is a CFP® professional with 26 years of industry experience, currently serving as the sole advisor at Helios Wealth Advisors, LLC since 2005. Based in Pearland, TX, he holds Series 63 and Series 66 licenses. Koinis also manages the operations of Silver Pear 518 Business Park, Ltd., where he oversees budgeting and maintenance. Helios Wealth Advisors is an independent firm providing discretionary investment management, financial planning, and retirement-plan consulting to individuals, trusts, charitable organizations, and pension plans. The firm employs a strategic asset allocation approach with actively managed mutual funds and diversified asset classes, reviewing accounts quarterly and tailoring portfolios to client objectives.

John Hinrichs is a CFP® professional with 22 years of experience in financial advising, operating through Celtic Capital Corporation since 1997. He holds Series 63 and Series 65 licenses and is based in Houston, TX. In addition to his advisory work, Hinrichs maintains an active law practice providing arbitration and mediation services. Celtic Capital Corporation is an independent, fee-based registered investment adviser serving individuals, families, trusts, estates, and small business owners. The firm combines comprehensive financial planning with investment supervisory services, employing a strategy that blends passive index and ETF exposures with selected active funds, dividend-paying stocks, and fixed income to build diversified portfolios.

Charles Adi is a CFP® professional with 15 years of experience in financial advising. He is the principal of Blueprint 360 LLC, an independent firm he has led since 2018. Prior to founding Blueprint 360, he worked at Wealth Development Strategies Investment Advisory, Penn Mutual Life Insurance Co, and Hornor Townsend & Kent Inc. Outside of advising, he is involved in insurance brokerage and leads a digital platform focused on financial education. Blueprint 360 provides investment management, financial planning, and advisory services to individuals, high-net-worth clients, trusts, estates, corporations, and businesses. The firm emphasizes a customized, long-term investment approach using low-cost mutual funds and ETFs, supplemented by educational seminars and a paid digital education platform.

Clayton Curley is a financial advisor at Ridgeback Financial LLC with nine years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones and New Benefits. Ridgeback Financial LLC is a single-advisor independent registered investment adviser that provides discretionary asset management, financial planning, and consulting to individuals, trusts, estates, business entities, and retirement plans. The firm offers tailored investment programs using multiple analysis methods and provides ERISA 3(21) pension consulting and participant education services.

Mamdouh Isak is a financial advisor at Optifolio with 22 years of industry experience. He holds a Series 63 designation and has worked with Stubbs Overbeck & Associates since 1988, as well as Global Leverage & Investments Inc since 1985. Optifolio provides portfolio management, investment advisory, and financial consulting services to individuals, trusts, estates, charitable organizations, and business clients. The firm employs a tailored investment process that incorporates multiple analysis methods and uses strategies such as derivatives, short sales, and leverage, with a particular focus on charitable and corporate clients alongside individual accounts.

J. Pannell is a CFP® professional with 24 years of industry experience, currently serving as the sole advisor at DP Capital Management, Inc. in Houston, TX. He has been with the firm since 2008. DP Capital Management, Inc. provides discretionary investment management along with financial planning and consulting services to individuals, families, trusts, and retirement plans. The firm employs a long-term purchase strategy based on fundamental, technical, and cyclical analysis, managing diversified portfolios that may include stocks, bonds, mutual funds, ETFs, and other securities.

Ledell Johnson is a financial advisor at JI Financial Services, LLC with 14 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Lincoln Financial Securities and USA Financial Securities. Outside of his advisory role, he operates as an independent insurance agent and is involved in mineral leasing and real estate activities. JI Financial Services, LLC is an independent investment adviser serving individual and high-net-worth clients through portfolio management and financial planning. The firm employs fundamental analysis with a combination of long- and short-term strategies, primarily managing client assets on a non-discretionary basis.

Dean Alexander is the principal of Alexander, Dean D., an investment management firm based in Houston, TX. He holds the ChFC® designation and Series 63 license, with 8 years of experience in investment advising. Dean has an extensive background in financial services, including roles at American Express Financial Advisors Inc. and IDS Life Insurance Company, and he has been a CPA since 1982. In addition to his advisory work, he maintains a tax preparation and planning practice through Dean Alexander, CPA. Alexander, Dean D. provides equity-focused portfolio management and mutual fund selection for individuals, corporations, partnerships, trusts, and investment companies. The firm’s investment approach emphasizes diversification, valuation-driven stock selection, and sector-level asset allocation tailored to client preferences.

Guang Li is a financial advisor at Southmore Financial Advisory LLC in Houston, TX, holding a Series 65 credential with three years of industry experience. Prior to founding his firm, he worked at Shell Oil for eight years. He is also involved as a member of the Houston Tsinghua Alumni Association, a nonprofit alumni group. Southmore Financial Advisory LLC serves individual and high-net-worth clients with fee-only investment management and financial planning. The firm offers tailored portfolio management using both passive and active strategies, focusing on fundamental analysis and mutual fund/ETF evaluation, and provides written financial plans alongside periodic educational communications.

Michael Schellinger is a financial advisor at Synergy Wealth Management with eight years of industry experience. He holds the Series 65 credential and has worked previously at William Joseph Capital Management, Inc. Beyond his advisory role, he co-founded Basket Brigade Houston, a nonprofit organization. Synergy Wealth Management provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, and business entities. The firm uses a financial-planning-driven process combining fundamental, technical, cyclical, and economic analysis to build diversified portfolios and offers both direct portfolio management and discretionary management through third-party platforms.

Olabode Oniya is a financial advisor at OM Investments in Houston, TX, with eight years of industry experience. He holds the CFP® and ChFC® designations and has worked at firms including Edward Jones, Fidelity Investments, Charles Schwab, Robert W. Baird & Co., Morgan Stanley, JP Morgan Securities, and Wells Fargo. OM Investments offers discretionary asset management, financial planning, and retirement-plan advisory services with a focus on ERISA 3(21) fiduciary responsibilities. The firm uses a combination of fundamental, technical, charting, and cyclical analysis to manage portfolios tailored to client objectives and risk tolerances.

Darvon Webb is a financial advisor at Retirement Solutions with 25 years at the firm and 11 years of industry experience. He holds Series 63 and Series 65 licenses. Webb also sells life, health, and variable insurance products, dedicating up to half of his time to insurance-related business. Retirement Solutions is an independent, fee-based advisory firm serving primarily individual clients with portfolio management and tailored financial plans. The firm employs both fundamental and technical analysis, manages approximately $12.6 million across about 45 clients, and integrates insurance-policy reviews into its financial planning.

David Chow is a CFA® charterholder and the sole advisor at Dancourt Management, LLC, an independent firm based in Houston, TX. He has 13 years of industry experience and has managed Dancourt Management since 1998. Chow serves as a trustee for both Van Eck ETF Trust and New York Life MainStay Group of Mutual Funds. Dancourt Management provides discretionary portfolio management to high-net-worth individuals, small businesses, and institutional clients, including corporate pension plans and foundations. The firm employs a long-only, growth-oriented investment approach focused on large-cap and mid-cap equities with an emphasis on companies that pay consistent, growing dividends.

George Hensley is the sole advisor and managing member at PennLiton Management LLC with nine years of industry experience. He holds Series 65 and Series 63 designations and has previously worked at Intrepid Partners, Milton Street Capital, and other firms. PennLiton Management LLC provides discretionary investment management services to accredited individuals, high-net-worth clients, small businesses, trusts, corporations, and institutional investors. The firm uses a concentrated, long-only model portfolio managed through fundamental, bottom-up analysis, applying similar allocations across accounts with full discretionary trading authority.

Scott Orr is a CFP® professional with 22 years of industry experience. He is the sole advisor at SFO Capital, Inc., an independent registered investment adviser based in Houston, TX. His prior experience includes sixteen years at Founders Capital Management, Inc., and he also maintains a CPA practice. SFO Capital provides discretionary portfolio management and financial consulting to individuals, trusts, estates, charitable organizations, and business entities, offering tailored long-term investment plans and optional tax preparation services within the firm’s expertise. The firm focuses on a concentrated client base with relatively large account sizes, employing a range of investment instruments aligned with client objectives.

Parthesh Kalathia is a financial advisor at Samju Capital LLC in Houston, TX, holding a Series 65 designation. He has one year of experience in financial advisory services and previously worked in the energy sector, including roles at Portland General Electric Company and Samju Energy Services Corporation. In addition to his advisory role, he maintains a separate business as an electricity broker. Samju Capital LLC provides investment advisory and financial planning services to individual and high-net-worth clients, offering portfolio management, asset allocation, risk assessment, and financial plan preparation. The firm customizes advice based on client objectives and risk tolerance, employs various investment strategies, and conducts at least quarterly account reviews.

Cody Garrett is a CFP® professional with seven years of industry experience, currently operating as the sole advisor at Measure Twice Financial LLC. He previously worked at Legacy Asset Management, Inc. and spent seven years at St. Luke's United Methodist Church. Garrett also owns two educational websites that provide financial planning content for the public and other advisors. Measure Twice Financial LLC offers fee-only financial planning services to individuals, high-net-worth clients, and corporations through comprehensive written plans and hourly engagements. The firm does not manage client assets directly and uses various investment analysis methods within a modern portfolio theory framework, focusing on passive strategies.

Andre Norman is a financial advisor with Gravity Advisers LLC in Houston, TX. He holds Series 66 and Series 63 credentials and has worked in the financial services industry since 2016, including roles at Jellifin Financial, Inc., Tradier, Inc., and Opencash Finance, Inc. He is also involved with Norman Hospitality Group LLC. Gravity Advisers LLC provides digital portfolio management to individual investors through an online platform that offers preselected managed portfolios and AI-assisted custom portfolio construction. The firm combines rules-based implementation with automated rebalancing and limits managed holdings to individual equities and unleveraged ETFs, with discretionary authority granted only after client approval.

Kirby Shanks is the principal advisor at Kanos Capital Management, LLC, holding a Series 65 credential with 22 years of industry experience. He has been with Kanos Capital Management since 2003 and previously worked at Alpha Cubed Investments, LLC. Outside of financial advising, he is a member and manager of 1217 Interests, LLC, a real estate company. Kanos Capital Management is an independent, value-oriented wealth manager serving individuals, trusts, estates, retirement accounts, and corporations. The firm employs a top-down macroeconomic and sector selection process combined with bottom-up fundamental analysis to construct portfolios focused on current yield and absolute-return objectives.