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 two years of industry experience. Prior to founding his advisory firm in 2023, he worked at Shell Oil from 2012 to 2020. He is also 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 uses fundamental analysis and a combination of passive and active strategies to create tailored portfolios based on clients’ goals, risk tolerance, and tax considerations.

Michael Schellinger is a financial advisor at Synergy Wealth Management in Houston, TX, holding a Series 65 designation with eight years of industry experience. He has held roles at William Joseph Capital Management and currently manages multiple affiliated insurance and consulting businesses. Schellinger is also a co-founder of Basket Brigade Houston, a nonprofit organization. Synergy Wealth Management is an independent registered investment adviser serving individual and high-net-worth clients. The firm uses a financial-planning-driven approach that incorporates fundamental, technical, cyclical, and economic analyses to construct diversified portfolios organized by risk levels, with discretionary trading authority and ongoing account monitoring.

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, and Morgan Stanley. Outside of his advisory role, he is involved with a marketing services business and maintains an active insurance license. OM Investments provides discretionary asset management, financial planning, and retirement-plan advisory services, including an ERISA 3(21) fiduciary role for qualified plans. The firm manages accounts using a combination of fundamental, technical, charting, and cyclical analysis, offering services on fixed or hourly fees and conducting regular portfolio reviews.

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.

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® and Series 65 credentialed financial advisor with six years of industry experience. He is the owner of Measure Twice Financial LLC and previously worked at Legacy Asset Management, Inc. He also spent seven years at St. Luke's United Methodist Church. Outside of his advisory role, Garrett operates two educational websites offering financial content for the public and other advisors. Measure Twice Financial LLC provides fee-only financial planning services to individuals, high-net-worth clients, and corporations. The firm offers comprehensive written plans and hourly planning engagements without ongoing portfolio management, applying fundamental, technical, cyclical, and charting methods alongside modern portfolio theory and passive strategies.

Patrick Feldman is a financial advisor at SCP Steward Capital Advisers LLC in Houston, TX, with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at SCP Steward Capital Advisers LLC since 2019, previously serving at Steward Securities Group LLC and operating as a self-employed consultant specializing in portfolio and hedge evaluation. Outside of investment advisory, he has provided consulting services through his independent contracting work with TMST, Inc. SCP Steward Capital Advisers LLC offers discretionary investment management and consulting primarily for institutional clients and pooled vehicles, employing fundamental, technical, and cyclical analysis across a broad range of securities. The firm emphasizes tailored strategies aligned with client objectives and risk tolerances, operates on a fee-only basis, and maintains formal compliance controls without physical custody of client assets.

Amy Garza is a financial advisor with Heritage Asset Advisors Ltd., LLP in Houston, TX, holding Series 63 and Series 65 designations and bringing 26 years of industry experience. She has been with Heritage Asset Advisors since 2007. Heritage Asset Advisors is an independent advisory firm with a four-advisor team managing approximately $256 million for about 400 clients. The firm serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities, employing fundamental, technical, and cyclical analysis tailored to each client’s profile and offering both discretionary and non-discretionary account management.

James Lundgren is a financial advisor at HG Capital Advisors, LLC in Houston, TX, with 22 years of industry experience. He has been with HG Capital Advisors since 2001 and previously worked at Concert Wealth Management, Inc. Additionally, he is a principal of Ginger House Music, LLC, managing music promotion and booking. HG Capital Advisors provides discretionary portfolio management and advisory services to individuals, institutions, small businesses, other advisers, and investment companies. The firm employs strategic asset-allocation models and proprietary market-timing programs, offering both discretionary management and licensed timing signals to third parties.

Justin Haywood is a CFP®-designated financial advisor with 10 years of industry experience. He is currently with Haywood Wealth Management in Houston, TX, where he has worked since 2023. His prior experience includes roles at Royal Harbor Partners and VALIC Financial Advisors. Outside of advisory work, he is an independent licensed insurance agent. Haywood Wealth Management serves individual and high-net-worth clients with discretionary portfolio management, financial planning, and participant account management for defined contribution plans. The firm uses fundamental analysis, modern portfolio theory, and quantitative methods to guide investment decisions, favoring ETFs alongside mutual funds, equities, and fixed-income securities.

Anil Chacko is a CERTIFIED FINANCIAL PLANNER™ professional with 23 years of experience in the financial services industry. He has worked at firms including TIAA-CREF and Goodman Financial Corporation before joining ARK Alliance Financial LLC in 2020. He holds Series 63 and Series 65 licenses and is based in Pearland, Texas. ARK Alliance Financial is a small, two-advisor registered investment adviser serving individuals, trusts, estates, charitable organizations, and corporations. The firm offers discretionary and non-discretionary portfolio management along with financial planning and customized consulting, emphasizing tailored portfolios built on asset allocation, diversification, and regular review.

John Hauser is a financial advisor at VIE INVEST, LLC with three years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. Outside of his advisory role, he is involved in project development activities through Guyana Global Development LLC. VIE Invest provides discretionary portfolio management, financial planning, and investment consulting services primarily to high-net-worth individuals and families. The firm constructs customized portfolios using third-party managers and employs active investment techniques, including margin and options strategies.

Luis Montero II is a financial advisor at Taursas Investments with a Series 65 designation and two years of industry experience. His prior work includes roles at Deloitte LLP and White Star Real Estate. Taursas Investments provides discretionary investment management and financial planning to individuals, families, trusts, corporations, and endowments. The firm emphasizes fundamental business and industry analysis combined with an observational economic outlook while avoiding speculation and predictive models.

Jason Shrieve is a financial advisor at RNS Wealth Management, LLC with 13 years of industry experience. He holds the Series 66 designation and has previously worked at Park Avenue Securities LLC. In addition to his advisory role, Shrieve is involved with Guardian Wealth Design Group as an insurance agent. RNS Wealth Management provides discretionary portfolio management and financial planning primarily for individual clients, often acting as a co-advisor with third-party managers. The firm uses an American Funds mutual-fund platform and emphasizes tailored financial planning with quarterly account reviews.

Robert Heintz is a CFA® charterholder with nine years of industry experience. He has worked at Planning Associates Wealth Management, LLC since 2020 and was self-employed from 2011 to 2019. Planning Associates Wealth Management serves individual and high-net-worth clients, trusts, pension plans, and business entities by providing asset management, comprehensive portfolio management, financial planning, and retirement-plan consulting. The firm uses a range of analytical methods to construct and monitor tailored portfolios and offers broad planning services including corporate tax planning and cost-segregation studies.

William Hoover is a financial advisor with SCP Steward Capital Advisers LLC in Houston, TX, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked at multiple firms including Steward Securities Group LLC and Republic Consulting Group LLC. Outside of investment advising, he serves as chairman and CEO of Steward Capital Partners LLC and is a sole proprietor of Republic Consulting Group LLC, both non-investment-related business consulting ventures. SCP Steward Capital Advisers LLC provides discretionary investment management and general consulting services primarily for institutional clients and pooled vehicles, implementing strategies that incorporate fundamental, technical, and cyclical analysis across a wide range of securities. The firm operates on a fee-only basis and emphasizes tailored investment approaches aligned with client objectives and risk tolerances.

Isabella Ramon is a financial advisor with Axia Wealth Management Inc in Houston, TX, holding a Series 65 designation and three years of industry experience. Her work history includes roles at Vanguard and Worth Winning, LLC, along with several years dedicated to full-time education. Axia Wealth Management Inc is a small supported advisory firm managing approximately $148 million in assets for individuals, high-net-worth clients, trusts, small businesses, and employer-sponsored retirement plans. The firm follows a long-term, evidence-based investment approach using no-load mutual funds and passively managed ETFs, and offers discretionary portfolio management, financial planning, estate-planning coordination, and retirement-plan fiduciary services.

Michael Smurl is a financial advisor at Integrity Financial Planning, LLC in Houston, TX, with 18 years of industry experience. He holds the CFA® designation and Series 63, 65, and 66 licenses. Prior to joining Integrity Financial Planning in 2020, he worked at Consilium Wealth Consulting, LLC, The Ayco Company, L.P./Mercer Allied, and City National Rochdale. Outside of his advisory role, Smurl provides WealthTech consulting through an affiliation with F2 Strategy and works as a specialist with Apple Inc. Integrity Financial Planning serves individual investors and operating business owners, offering financial planning, discretionary investment management, and targeted tax and transaction advisory services. The firm manages a small client roster using sub-advisory relationships and employs a five-step investment process focused on personalized, ultra-low-cost index portfolios enhanced by active tax management and customized for client preferences.