Sally Branson is a financial advisor with Texas Family Wealth, LLC, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. Her career includes 14 years at Raymond James Financial Services Advisors, Inc., and she has served in a political office for the City of Friendswood since 2017. Outside of her advisory work, she is involved in public service through her role with the City of Friendswood. Texas Family Wealth serves individuals, families, trusts, estates, small businesses, and retirement plans with customized wealth management, portfolio management, financial planning, and retirement plan advisory services. The firm employs a fiduciary, long-term investment approach using a combination of fundamental and technical analysis and sponsors a wrap fee program that incorporates trading costs into asset-based fees.

Michael Schiff is a financial advisor at Incomar Investments, LLC with 24 years of industry experience. He holds a Series 65 designation and has been with Incomar Investments, L.P. since 1994. Outside of his advisory role, he serves as president and director of Luxury Lodges, Inc., a mobile home and recreational vehicle park. Incomar Investments, LLC provides discretionary wealth and portfolio management primarily for high-net-worth individuals, trusts, estates, small businesses, and charitable organizations. The firm employs a strategic asset allocation approach combining fundamental and technical analysis and offers access to non-traditional investments and institutional platforms.

Jayanth Kabad is a CFP® professional with 40 years of industry experience, affiliated with JayKay Wealth Advisors, Inc. in Houston, TX. He has worked at LPL Financial since 2008 and has been with JayKay Wealth Advisors since 2003. Outside of his advisory role, he serves as a board member for the Jayanth and Kanchan Kabad Private Foundation and is writing a memoir. JayKay Wealth Advisors serves individual and high-net-worth clients, retirement plan sponsors, and charitable organizations, offering portfolio management, financial planning, and retirement plan consulting. The firm typically manages client accounts on a discretionary, long-term basis using modern portfolio theory and model portfolios, with access to third-party money managers and unified managed account wrap programs.

Paresh Jain is a financial advisor at OPPOQUEST with 13 years of industry experience. He holds a Series 65 designation and has worked at OPPOQUEST since 2013. Prior to that, he was affiliated with Texas Southern University for five years. OPPOQUEST provides investment management services to individual and business clients, focusing on portfolio management through a range of model strategies and customized mandates. The firm employs a bottoms-up fundamental analysis approach and incorporates diversified asset classes, including ETFs and options-based strategies.

Robert Cruces is a financial advisor at M&A Wealth with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Brookstone Wealth Advisors and Gradient Advisors LLC. Outside of his advisory role, he is involved in insurance sales as an agent with Standard Capital Financial. M&A Wealth is a state-registered advisory firm managing approximately $18.1 million in discretionary assets, serving individuals, businesses, retirement plans, and pooled investment vehicles. The firm employs a customized investment approach that includes active, core-satellite, passive, and value-oriented strategies, and provides integrated financial planning, portfolio management, tax, accounting, and family-office coordination services.

Chung Wu is a CFP® professional with 23 years of experience in financial advising. He has led Chung Wu Investment Group, LLC since 2014 and serves as the general partner and manager of CWIG Total Return Fund, LLC. Outside of his advisory work, he is also an insurance agent. Chung Wu Investment Group, LLC manages approximately $127 million for individuals, trusts, estates, and business entities, offering both discretionary and non-discretionary asset management and financial planning. The firm employs a combination of top-down macro analysis and bottom-up fundamental and technical analysis, with portfolios that may include ETFs, mutual funds, equities, alternative investments, and derivatives.

Elizabeth Soto Delgadillo is a CFP® with 38 years of experience in the financial industry. She is currently with Verus Financial Group and has previously worked at IFP Securities, Independent Financial Partners, and LPL Financial. In addition to her advisory role, she is an agent for life insurance, annuities, and long-term care products. Verus Financial Group serves individuals, pension and profit-sharing plans, and business entities, offering discretionary portfolio management, financial and estate planning, pension consulting, and access to private equity and alternative investments. The firm integrates modern portfolio theory with automated rebalancing and tax-loss harvesting, and employs strategies including digital assets, options, margin, and securities-based lending.

Dilip John is a financial advisor at M&A Wealth with a Series 65 credential and one year of industry experience. He has previously worked at Wells Fargo and JP Morgan Chase. Outside of his advisory role, he is also involved with P&C Life Insurance Agency, LLC. M&A Wealth is a state-registered advisory firm managing approximately $18.1 million in discretionary assets. The firm serves individuals, including high-net-worth clients, businesses, retirement plans, and pooled investment vehicles, offering financial planning, portfolio management, and a range of tax, accounting, bookkeeping, payroll, business advisory, and family-office coordination services.

Eric Miller is a financial advisor at Increase Consultants LLC with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at LPL Financial LLC since 2016. Outside of his advisory role, he serves as president of an affiliated insurance agency. Increase Consultants provides investment advisory and financial planning services to individuals, trusts, not-for-profit plans, endowments, corporations, and a registered investment company. The firm employs a customized, long-term, globally diversified investment approach and offers family-office style reporting, portfolio management, and non-investment consulting.

Milton Thiel Jr. is a CFP® professional with 23 years of industry experience, currently serving at Trinity Neches since 2016. He holds Series 63 and Series 65 licenses and participates as a board member for the Fort Bend County Toll Road Authority and the Fort Bend Grand Parkway Toll Road Authority. Trinity Neches offers discretionary private wealth management, financial planning, and corporate retirement plan advisory services to individuals, trusts, estates, charitable organizations, and businesses. The firm employs a blended investment process incorporating fundamental, technical, and cyclical analysis and manages customized portfolios on a discretionary basis aligned with client goals and risk tolerance.

Matthew Silvey is a financial advisor at Texas Family Wealth, LLC with a Series 65 credential and one year of industry experience. Prior to joining Texas Family Wealth, he worked at the YMCA and held various roles including positions at Sunny's Pizza and Wings and Clay & Company. Texas Family Wealth serves individuals, families, trusts, estates, small businesses, and retirement plans by providing customized wealth management, portfolio management, financial planning, and retirement plan advisory services. The firm employs a fiduciary, customized investment approach combining fundamental and technical analysis, typically focusing on long-term strategies and offering a distinctive wrap fee program that includes bundled transaction costs.

Michael Kuznicki is a financial advisor at Ridgeback Capital Management with 27 years of industry experience. He holds the Series 63 and Series 65 designations and has worked with firms including Ohio National, Genworth, and John Hancock. Kuznicki is also a principal of a CPA firm. 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 and model portfolios. The firm’s investment approach is based on Modern Portfolio Theory and primarily utilizes sub-advisors for discretionary trading and portfolio oversight.

Michael Mc Laughlin is a Series 66-licensed financial advisor at ANCAP Financial with one year of industry experience. He previously worked at Eagle Strategies, NYLIFE Securities, and Lochton Capital. ANCAP Financial provides fee-only financial planning and wealth management services primarily to individual and high-net-worth clients. The firm uses a passive, asset-class approach with mutual funds, ETFs, and outside managers, and also offers retirement plan consulting and advisory services.

James Munchbach is a CFP® and ChFC® with 21 years of industry experience. He is currently a financial advisor at BayRock Financial, L.L.C., where he has worked since 2016, including a period from 2019 to present. Prior to this, he held roles at several firms including Tremont Street Advisors, Archetype Wealth Partners, and STA Wealth Management. In addition to his advisory work, Mr. Munchbach is a part-time Professor of Personal Finance at the University of Houston Bauer College of Business. BayRock Financial, L.L.C. provides fee-only investment management and financial planning services to individuals, families, retirees, business owners, trusts, estates, and retirement plans. The firm generally constructs diversified, long-term portfolios and integrates financial planning into advisory relationships, serving a client base notable for its inclusion of retirement plan clients and defined benefit pension plans.

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.

Kenneth Cusick Jr. is a financial advisor with Texas Family Wealth, LLC and holds Series 66 and Series 65 designations. He has five years of industry experience, including four years at Fisher Investments and prior experience at Merrill and The John G. and Marie Stella Kennedy Memorial Foundation. Texas Family Wealth serves individuals, families, trusts, estates, small businesses, and retirement plans, offering discretionary wealth management and financial planning services. The firm employs a primarily long-term, fiduciary-oriented investment approach that integrates fundamental and technical analysis to construct diversified portfolios.

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.

Rajesh Chelapurath is the sole advisor at Ceera Investments, LLC in Bellaire, TX, holding Series 63 and Series 65 licenses with 20 years of industry experience. He has led Ceera Investments since 2005. Outside of his advisory work, he is the owner and managing member of CeeChat, LLC, a mobile app development project focused on creating a social messaging application. Ceera Investments provides fee-only, discretionary investment advisory services to individuals, charities, retirement funds, and institutional and international clients. The firm’s investment approach emphasizes fundamental analysis and manager philosophy, offering strategies in capital appreciation, equity income, and fixed income, and manages approximately $392 million in regulatory assets.

Aaron Stephens is a CFA® charterholder with eight years of industry experience. He is currently an advisor at Factory Capital LLC and previously worked at Life Line Wealth Management and New Territory Advisors. Stephens also manages special purpose investment vehicles through LifeLine Torch Management LLC. Factory Capital LLC provides discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting to institutional and other clients. The firm uses a platform-centric approach that combines third-party managers and outsourced solutions across active and passive strategies, including alternative assets and digital investments.