Mitchell Baldridge is a CFP® professional with five years of experience in financial advising. He is the managing partner of Crestridge Wealth Advisors, LLC and also owns Baldridge CPA, a full-service accounting firm providing tax and accounting services to individuals and businesses. Crestridge Wealth Advisors, LLC provides continuous investment management and comprehensive financial planning to individuals and high-net-worth clients. The firm employs a primarily passive investment approach using low-cost index mutual funds and ETFs, combined with tailored planning services including business, retirement, estate, and risk management planning.

Marcus Jasso is a financial advisor at Overlook Park Wealth, LLC with 25 years of industry experience. He holds a Series 66 designation and has worked at firms including Sovereign Wealth Advisors, LLC and LPL Financial, LLC. Outside of his advisory role, he owns and manages Humble Anointing Oil Company, a religious gift and novelty business, and serves as president of the Humble Middle School Parent Teacher Organization. Overlook Park Wealth, LLC provides discretionary asset management and financial planning services to individuals and corporations, employing a mix of long- and short-term strategies supported by third-party due diligence. The firm offers tailored investment programs, quarterly portfolio reviews, and multiple model portfolios, with a notable affiliated insurance practice incorporated into its service offerings.

Brandon Lockwood is the sole advisor at Lockwood Wealth Strategies, LLC in Houston, TX, with 19 years of industry experience. He holds a Series 66 designation and has previously worked at Cetera Advisors LLC, Cetera Investment Advisors LLC, Lifestyle Asset Management, Inc., First Allied Advisory Services, Inc., and First Allied Securities, Inc. Lockwood Wealth Strategies provides wealth management and financial planning services to individuals, trusts, estates, and businesses, managing approximately $80.6 million on a discretionary basis for about 70 clients. The firm constructs portfolios using exchange-traded funds, low-cost diversified mutual funds, and individual equities, applying both fundamental and technical analysis with a predominantly long-term focus while allowing shorter-term trades for rebalancing or client needs.

Jon Speight is a CFP® professional with 27 years of experience in financial advising. He has led Speight Asset Management, LLC since 2013 in Houston, TX. Speight Asset Management provides discretionary portfolio management and financial planning services primarily to individual and high-net-worth clients. The firm employs a diversified asset-allocation strategy focused on mutual funds and ETFs, manages accounts on a discretionary basis, and offers complimentary retirement educational seminars.

Camilo Garcia is a financial advisor at Armas Capital Management, LLC in Houston, TX, with eight years of industry experience. He holds Series 63 and Series 65 designations and has worked at Merrill Lynch, JP Morgan Chase, and J.P. Morgan Securities. Armas Capital Management provides discretionary investment management and portfolio monitoring for individuals and high-net-worth clients. The firm employs fundamental analysis and a combination of long-term, short-term, and trading strategies, including options writing, while utilizing third-party platforms and sub-advisors for trade processing and portfolio management.

Donald Traylor is the sole advisor at Donald W. Traylor, an independent firm based in Houston, TX. He holds a Series 66 designation and has 14 years of experience in the financial industry. In addition to his advisory role, he is a practicing attorney providing legal services primarily to businesses. The firm offers discretionary portfolio management and investment advice mainly to individual clients, focusing on customized portfolios developed through client questionnaires and agreements. Its investment approach combines fundamental analysis with a total-return philosophy, balancing capital appreciation and income across various strategies.

Lakhaun Mckinley is a CFP® professional with 19 years of industry experience. He is the sole advisor at MNM Vested, LLC, a firm he founded in 2015, and has also worked at Origin Financial since 2021. Outside of financial advising, Mckinley owns ThemeParkJoy.com, an Amazon affiliate site focused on Disney merchandise, and provides financial counseling services to military service members through Zeiders Enterprises. MNM Vested, LLC is a fee-only financial planning and advisory firm serving individual clients. The firm offers comprehensive financial planning services, including tax preparation and small-business planning, and follows an investment approach based on Modern Portfolio Theory emphasizing diversification and a buy-and-hold strategy.

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.

Preston Cherry is a CFP® professional with 15 years of experience in financial advising. He leads Concurrent Wealth Management in Houston, TX, an independent firm where he provides comprehensive financial planning and investment management. His background includes positions at the University of Wisconsin - Green Bay and Texas Tech University. Concurrent Wealth Management serves individual households, business owners, and retirement plan sponsors through a virtual, meeting-based planning process that emphasizes strategic, long-term asset allocation using low-cost mutual funds and ETFs. The firm also incorporates financial therapy techniques in its planning and offers subscription-based advisory services alongside educational programs and corporate wellness workshops.

Arthur Barasch is the sole advisor at Baron Financial Advisors, LLC, an independent firm based in Spring, TX. He holds Series 63 and Series 65 licenses and has 23 years of industry experience, including 12 years at his current firm. In addition to financial advising, he works as an independent insurance agent, selling long-term care, health, and disability insurance. Baron Financial Advisors provides individualized financial planning and referral or co-advisory services primarily to individuals, including high-net-worth clients, as well as corporations and other business entities. The firm does not directly manage client assets but arranges investment management through recommended third-party advisers, maintaining a non-discretionary advisory role.

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.

Raymond Hawkins is a CFA® charterholder and principal of RMH Capital Advisors, LLC in Houston, TX, with 24 years of industry experience. He has led RMH Capital Advisors since 2005. RMH Capital Advisors provides fee-only financial planning and discretionary investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm emphasizes strategic asset allocation and fundamental analysis, managing approximately $37.25 million across 73 accounts as of December 2024.

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.

Michael Osgood is a CFP® with 21 years of industry experience and is the principal of Osgood Capital Management, Inc. He has also operated Osgood & Associates, a CPA and tax compliance firm, since 2001 and maintains a separate insurance agency. Osgood Capital Management provides investment advisory and financial planning services to individual and high-net-worth clients, managing portfolios tailored to client objectives using a variety of strategies including asset allocation and technical analysis, with ongoing suitability reviews.

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.

Eric Sandrock is a CFP® with 20 years of experience in financial advising, currently serving as the sole advisor at Performance Investment Group since 2010. His background includes registration with the NFL Players Association and development of financial planning materials for professional athletes. Performance Investment Group is an independent registered investment adviser that provides discretionary portfolio management and financial planning to high-net-worth individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and business entities. The firm employs an academically grounded, passive investment approach emphasizing broad diversification and systematic factor exposures, primarily using institutional mutual funds.

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.

Sean Butler is the principal advisor at SKB Advisory, LLC in Houston, TX, with seven years of experience in the financial industry. He holds a Series 66 designation and previously worked at HD Vest Insurance Agency LLC and HD Vest Investment Services. Butler also owns and manages Sean K Butler CPA, LLC, an accounting and tax preparation firm. SKB Advisory provides investment supervisory services and financial planning to individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and corporations. The firm emphasizes a fundamental, value-driven investment approach and offers employer benefit plan services and educational seminars, implementing client portfolios in coordination with a third-party money manager.

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.