Ward Molen is a financial advisor with Centric Advisors, LLC, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He has worked at multiple firms including 1st Global Insurance Services and Cetera Advisors, and serves as president of Molen & Associates, LLC, a tax preparation and accounting services business. Molen is also involved in mobile app development through a partnership in Molen Tax App, LLC. Centric Advisors provides portfolio management and financial planning services to individuals, high-net-worth clients, corporations, and charitable organizations. The firm combines fundamental, technical, and cyclical analysis with both long-term and short-term trading strategies, offering tailored financial plans and discretionary portfolio management.

Frank Lee is a CFA® charterholder and holds a Series 65 license, with 13 years of industry experience. He has been with Cypress Asset Management Inc. since 1996. Cypress Asset Management, Inc. is an independent adviser providing separately managed portfolio services to individuals, trusts, estates, small businesses, charitable organizations, and retirement plans. The firm focuses on long-term, fundamental equity investing and manages a range of distinct strategies while accommodating client-imposed investment restrictions.

Donald Wellings is a financial advisor at Strategic Advisory Services, L.L.C. with six years of industry experience. He holds a Series 65 designation and has worked in various roles including at Shepherds Theological Seminary and Range Leather Company. Strategic Advisory Services, L.L.C. provides discretionary wealth management to individuals, trusts, estates, and business entities, managing over $184 million in discretionary assets. The firm offers portfolio management, oversight of third-party money managers, and financial planning services that include retirement distribution planning, frequently utilizing SEI Investments’ institutional programs with customized asset allocations.

Scott Mann is a financial advisor at VIA IV Investments, LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has been involved with Mann Wealth Management, LLC since 2017 and VIA IV Investments since 2014. Mann also hosts a monthly radio show, Money Show with Scott Mann, featuring a question-and-answer format. VIA IV Investments, LLC provides discretionary portfolio management primarily to individual and high-net-worth clients, as well as businesses, charities, estates, and trusts. The firm employs broadly diversified, custom-indexed model portfolios with periodic rebalancing and offers alternative private fund access for accredited investors, alongside a discretionary digital advice program with a low minimum investment.

Robert Simpton is a CFP® with 23 years of industry experience, currently serving as an advisor at Redfish Capital. His career includes roles at SCF Securities, WFG Advisors, and as a sole proprietor since 2002. Outside of his advisory work, he is a notary public. Redfish Capital provides discretionary asset management, financial planning, and ERISA 3(21) retirement plan advisory services to individuals, high-net-worth clients, and business entities. The firm uses a combination of fundamental, technical, and cyclical analysis to tailor portfolios to client goals, coordinating closely with clients’ other professional advisors.

Cameron Penney is a CFP® professional based in Houston, TX, with 15 years of industry experience. He has been with Penney Financial, LLC since 2015, where he serves as one of four advisors. Penney Financial provides comprehensive financial planning and advisory services primarily to individuals, families, and high-net-worth clients, as well as trusts, estates, charitable organizations, and small businesses. The firm emphasizes a planning-first approach with goal-based and cash-flow planning, implementing investment strategies grounded in academic and quantitative research using low-cost mutual funds and ETFs.

Christina Osborne is a CFP® with 20 years of industry experience, currently serving at Life Balance Financial in Houston, TX. She has worked in financial advisory roles since 1990, including positions at Baron Financial Advisors and her own practice. Osborne is also a licensed insurance agent, dedicating part of her time to insurance sales. Life Balance Financial provides financial planning primarily through recommending and monitoring third-party investment advisers rather than directly managing assets. The firm focuses on asset allocation, portfolio construction, and tax-aware strategies, delivering a written financial plan and a diagnostic "Portfolio MRI" as primary client services.

Sue Grbac is a financial advisor at Strategic Advisory Services, L.L.C. in Houston, TX, holding a Series 65 credential with 23 years of industry experience. She has worked at Strategic Advisory Services since 2014 and has been involved with affiliated entities including Strategic Risk Management, Inc. and The Strategic Group, L.P. since 1985. Strategic Advisory Services provides wealth management, asset allocation, and third-party money manager oversight for individual clients, trusts, estates, and other entities. The firm emphasizes manager and asset-class selection and uses SEI and other third-party managed account programs, offering customized allocations and ongoing discretionary monitoring.

John Blackburn is a financial advisor at McKinney Capital Management with one year of industry experience. He holds a Series 66 designation and has previously worked at Catalyst Wealth Management LLC and Innovation Partners LLC. He is also a licensed insurance agent. McKinney Capital Management provides personalized discretionary and non-discretionary investment management services to individuals and entities such as family offices, trusts, and nonprofit organizations. The firm employs a fundamental analysis approach with a generally long-term investment strategy while incorporating a range of investment vehicles, including mutual funds, equities, and alternative investments.

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.

Kaden Kozsuch is a financial advisor at Integrity Road Wealth Partners LLC with one year of industry experience. He holds a Series 65 designation and has worked previously at Baylor University and Kozsuch & Company Appraisals LLC. Integrity Road Wealth Partners LLC provides wealth management and financial planning services to individual and high-net-worth clients, managing portfolios across equities, bonds, mutual funds, ETFs, REITs, and options. The firm employs a blend of fundamental and technical analysis with Modern Portfolio Theory and long-term strategies, offering discretionary account management and custom indexing solutions.

Loyd Stegent is a CFP® and PFS™ credentialed financial advisor with 27 years of industry experience. He is the principal of Stegent Equity Advisors Inc. and has been involved with Stegent Financial Services, PC, a certified public accounting business, since 1996. Stegent Equity Advisors provides personal financial planning and discretionary investment management to individuals, high-net-worth clients, business owners, charitable institutions, and other organizations. The firm integrates its advisory services with a related CPA practice, emphasizing tax, cash-flow, and compensation planning alongside investment strategies that combine fundamental and technical analysis within a buy-and-hold framework.

Stephen Jimenez is a financial advisor at Peerless Wealth with 23 years of industry experience and holds the Series 66 and Series 63 designations. His prior experience includes roles at Thornburg Investment Management and Calamar Financial Group. He also works as a wholesaler for Peerless ETFs, LLC and as a sales consultant for Gore Range Capital on a part-time basis. Peerless Wealth serves individuals, families, trusts, estates, business entities, charities, and qualified retirement plans, providing financial planning, discretionary investment management, and consulting services. The firm uses a strategic asset-allocation framework and proprietary portfolio construction methodology, offering customized client portfolios, model portfolios, and sub-advisory services to an exchange-traded fund employing options strategies.

Jonathan Swanburg is a CFP® professional working with TSA Wealth Management in Houston, TX, bringing 16 years of industry experience. His prior roles include positions at Calton & Associates, Inc. and Tristar Advisors. He serves as president of FB LAX, a youth sports nonprofit organization. TSA Wealth Management is an SEC-registered advisory firm managing approximately $359 million across 262 client accounts. The firm provides discretionary managed portfolios, written investment strategies, and consulting services tailored to individuals, corporations, and charitable entities.

Kaylin Campbell is a financial advisor at Exos Wealth Strategies, LLC with six years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Aaron Keys & Associates, Inc. and Wealth Design Group. Outside of her advisory role, she owns and operates M&A Risk Management, LLC, an insurance agency specializing in life, health, and property and casualty insurance. Exos Wealth Strategies serves individuals, trusts, estates, and retirement plans by providing investment management, financial planning, and retirement plan consulting. The firm constructs individualized asset allocations primarily using mutual funds and exchange-traded funds, conducts ongoing portfolio reviews, and offers private fund investments to qualified clients.

Deborah Stavis is a CFP® with over 43 years of experience in the financial services industry. She is currently with Stavis Wealth Transfer Solutions, where she serves as Chief Executive Officer. Her prior experience includes roles at Purshe Kaplan Sterling Investments, FSC Securities Corporation, and Stavis & Cohen Financial. Outside of her advisory work, she teaches estate, risk management, and insurance courses at Rice University and is involved in nonprofit literacy organizations in Houston. Stavis Wealth Transfer Solutions serves high-net-worth individuals, families, family offices, trusts, charitable organizations, and small business clients by providing integrated wealth, estate, and financial planning alongside asset management and trust policy services. The firm offers tailored, goals-based planning and portfolio recommendations, coordinating with clients’ other professional advisors and utilizing various planning and reporting tools.

Charles Parker Jr. is a CFP® practitioner with 30 years of experience in financial advising. He has worked at Parker Financial Advisors LLC since 2019 and was previously with Cl Parker, Inc., DBA Parker Financial Advisors, from 1996 to 2019. Parker Financial Advisors LLC provides wealth management and portfolio management services to individual and high-net-worth clients, utilizing a structured onboarding and multi-step planning process. The firm’s investment approach is based on Modern Portfolio Theory, focusing on diversification, long-term asset allocation, and institutional asset-class vehicles.

Aymeric Martinoia is a financial advisor with VIE INVEST, LLC in Houston, TX, holding a Series 66 designation and 17 years of industry experience. He has been with VIE INVEST since 2015. Mr. Martinoia is also licensed as an insurance agent and offers insurance products independently or through MassMutual Financial Group as part of his financial planning services. VIE Invest serves high-net-worth individuals, families, and various entities by providing discretionary portfolio management, financial planning, and investment consulting, including private-equity introductions and project due diligence. The firm constructs customized portfolios using model allocations and third-party managers, employing active techniques such as margin and options, and manages over $50 million in client assets.

Benjamin Childs is a financial advisor with Wealth Management Investment Advisors, LLC, holding a Series 65 credential and 14 years of industry experience. He has served as an owner of Sonnet, LLC, an affiliated registered investment adviser, since 2016. Childs is also a managing member of Green Phoenix, LLC, where he conducts insurance sales on a limited basis. Wealth Management Investment Advisors, LLC provides financial planning and wealth-management consulting to individuals, high-net-worth households, trusts, small businesses, and churches. The firm advises on investment goals and asset allocation and refers client assets to third-party money managers, utilizing fundamental and technical analysis without charging traditional percentage-of-assets-under-management fees.

William Garwood is a financial advisor at Cypress Asset Management Inc with 22 years of industry experience. He holds a Series 65 credential and has been with Cypress since 1996. Outside of his advisory role, he is a passive equity owner and limited partner in industrial construction and holding companies. Cypress Asset Management, Inc. provides separately managed portfolio services to individuals, trusts, estates, small businesses, charitable organizations, and retirement plans. The firm emphasizes long-term, fundamental equity investing with a focus on income, cash flow, balance sheet strength, and competitive position, managing a range of distinct strategies tailored to client objectives.