Evan Withner is a financial advisor with APM Wealth in Jersey Village, TX, holding a Series 65 designation and two years of industry experience. Prior to joining APM Wealth, he worked at Cypress Fairbanks ISD and operated a sole proprietorship focusing on music performance and education, including hosting saxophone summer camps through The Young Saxophonist's Institute, LLC. APM Wealth serves individual and high-net-worth clients, particularly physicians specializing in anesthesiology and pain management. The firm provides discretionary investment management, Personal CFO services, and business consulting, utilizing primarily ETFs and mutual funds with an emphasis on low-cost, broadly diversified, and tax-aware portfolio construction.

James Donewald is the sole advisor at CRIS Capital, Ltd. in Katy, Texas, holding a Series 65 designation with 15 years of industry experience. He has been associated with CRIS Capital, Ltd. since 2008 and with CRIS Financial since 2012. Outside of his advisory role, Donewald is a licensed insurance agent and partner at CRIS Financial. CRIS Capital, Ltd. provides portfolio management services to individual clients, creating personalized Investment Policy Statements that address goals, time horizons, and risk tolerance. The firm employs fundamental analysis and modern portfolio theory with a long-term trading approach, delegating trade execution to a third-party subadvisor while maintaining discretionary oversight.

Chris Liebum is a financial advisor at Ronald A. Bartlett & Associates, Ltd. with 21 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Strategic Financial Concepts, SPJST, and Farmers Insurance Group. Outside of advising, he owns an insurance agency and is a co-author of a book available on Amazon. Ronald A. Bartlett & Associates, Ltd. serves individual clients, trusts, estates, and unions, focusing on retirement planning through discretionary asset management and financial consulting. The firm emphasizes a fundamental-analysis and asset-allocation approach, offering tailored advice on insurance products alongside traditional investments.

John Mcalister is a financial advisor at McAlister, Sweet & Associates, Inc. in Houston, TX, holding Series 63 and 65 credentials with 27 years of industry experience. Prior to joining his current firm in 2017, he worked at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. from 2002 to 2017. He also provides tax preparation services to clients as part of his advisory role. McAlister, Sweet & Associates offers financial planning and portfolio management to individuals, families, high net worth clients, and business entities. The firm employs a variety of analytical methods and investment strategies, managing approximately $224 million in assets across three advisors, and sponsors a wrap fee program that includes advisory services and transaction costs.

Clark Blackman III is a CFP®, CFA®, and PFS™ with 11 years of industry experience. He has worked at Alpha Wealth Strategies, LLC since 2019 and previously held roles at AG Installers and Patriot Wealth Management, Inc. Clark is based in Cypress, TX. Alpha Wealth Strategies serves individual investors, high-net-worth clients, trusts, estates, and closely held corporate accounts with discretionary portfolio management, manager selection, and segmented financial planning. The firm employs a long-term, mean/variance optimization approach grounded in modern portfolio theory, emphasizing diversified asset allocation and periodic rebalancing rather than market timing.

Richard Fruth is a financial advisor at Fruth Investment Management in Houston, TX, with 33 years of industry experience. He has been leading Richard J. Fruth & Associates, Inc. since 1992. He holds the Series 63 designation. Fruth Investment Management is a fee-only registered investment adviser serving individuals, trusts, foundations, and corporate clients. The firm focuses on discretionary portfolio management with a stock-focused strategy that combines fundamental and technical analysis, maintaining low portfolio turnover and typically avoiding mutual funds, ETFs, options, futures, and margin.

Kymberly Watson is a financial advisor at Fruth Investment Management in Houston, TX, holding a Series 66 designation with 12 years of industry experience. She has been with Ameriprise and Ameriprise Financial Services, Inc. since 2013. Fruth Investment Management is a fee-only registered investment adviser serving individuals, trusts, foundations, and corporate clients with discretionary portfolio management. The firm emphasizes tailored asset allocation and individual stock selection through fundamental and technical analysis, maintaining a concentrated, long-term investment approach with low turnover.

Bryan Powell is a financial advisor at Stability Partners Advisory Group, LLC with 14 years of industry experience. He holds a Series 65 designation and has been involved with Stability Partners entities since 2010. Outside of advisory work, he serves as managing partner of an insurance sales business. Stability Partners Advisory Group provides fee-based financial planning, portfolio management, and retirement-plan advisory services to individuals and businesses. The firm operates as a co-advisor to a third-party money manager, primarily implementing client accounts through model portfolios tailored to client objectives and risk tolerances.

Robert Pascarella is a financial advisor at Peerless Wealth with two years of industry experience. He holds a Series 65 designation and has prior roles at Peerless ETFs, LLC and Entergy Services, Inc., where he is also a licensed professional engineer in Texas for thermal/fluid systems. Peerless Wealth serves individuals, families, trusts, 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 a proprietary portfolio construction methodology, managing custom client portfolios, model portfolios, and acting as a sub-adviser to an exchange-traded fund.

Jammie Lowe is a financial advisor with BWS Investment Management, LLC in Houston, TX, holding a Series 66 designation and nine years of industry experience. Prior to joining BWS Investment Management in 2021, Lowe worked at Corvee LLC and Cambridge Investment Research Advisors, Inc., among other firms. Lowe also serves as Investment Director at Baker Wealth Strategies, LLC, dedicating significant time to this role. BWS Investment Management provides financial planning and investment advisory services to individuals, high-net-worth clients, and small businesses. The firm emphasizes customized financial planning followed by the selection and oversight of pre-screened third-party investment managers, serving a mix of individual and corporate clients while acting as a limited fiduciary for employer-sponsored retirement plans.

Nicola Barton is a financial advisor at Forth Capital (USA), LLC with one year of industry experience. She holds the Series 65 designation and has worked at Forth Capital since 2019. Prior to her advisory role, she was employed at Landry's Post Oak Hotel and Ron's Pub. Forth Capital primarily serves UK expatriates in the United States who hold UK-based pensions, providing financial planning, pension transfer advice, and portfolio management. The firm focuses on transatlantic retirement solutions and works closely with UK FCA-regulated pension-transfer specialists and affiliated entities across multiple jurisdictions.

Stephen Caton is a CFP® with 42 years of industry experience, currently serving as a financial advisor at Patron Partners, LLC since 2020. He previously worked at UBS Financial Services Inc. for 11 years. In addition to his advisory role, he is a licensed insurance agent in Houston, TX. Patron Partners provides investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, retirement plans, and institutions. The firm combines active and passive strategies with various analytical techniques and offers both ongoing portfolio management and tailored financial consultations.

Joshua Graber is a CFP® professional affiliated with Penney Financial, where he has worked since 2024. He has prior experience with Ice Designs Houston, LLC and DST Performance Enhancement, LLC. Penney Financial provides comprehensive financial planning and advisory services to individuals, families, high-net-worth clients, trusts, estates, charitable organizations, and small businesses. The firm emphasizes a planning-first process, uses goal-based and cash-flow planning, and manages portfolios primarily with low-cost mutual funds and ETFs.

Michelle Smith is a financial advisor at Penney Financial with five years of industry experience. She holds a Series 66 designation and previously worked at Questar Asset Management and Questar Capital Corporation. Outside of her advisory role, she is also an assistant project manager at Metropolitan Glass. Penney Financial provides comprehensive financial planning and advisory services primarily to individuals, families, and high-net-worth clients. The firm employs a planning-first approach supported by academic and quantitative research, managing portfolios mainly with low-cost mutual funds and ETFs through a buy-and-hold strategy and proprietary portfolio models.

Christo Zgourides is a financial advisor at Redfish Capital with 21 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Park Avenue Securities and Comcast. He also serves as a board member for AHEPA 29, Inc. and works as an insurance agent with Guardian Life Insurance. Redfish Capital offers discretionary asset management, financial planning, and ERISA 3(21) retirement plan advisory services to individuals, high-net-worth clients, and businesses. The firm employs a blend of fundamental and technical analyses and integrates insurance and accounting services through affiliated businesses.

Shelbie Benitez is a financial advisor at McAlister, Sweet & Associates, Inc. in Houston, TX, holding a Series 65 designation with four years of industry experience. Prior to joining the firm, she worked at BKD, LLP for five years. Benitez also provides tax preparation services to individuals and business entities as part of the firm's advisory offerings. McAlister, Sweet & Associates serves individuals, families, high net worth clients, and business entities, managing approximately $224 million in client assets. The firm employs a range of analysis methods and investment strategies, primarily managing assets on a discretionary basis, and offers a wrap fee program that includes tax preparation services.

James Hecker is a financial advisor at Life Balance Financial in Houston, TX, holding a Series 66 designation with 21 years of industry experience. He has worked at Life Balance Financial since 2018 and previously spent 14 years at Park Avenue Securities and 15 years at Guardian Life Insurance Company. Hecker also conducts occasional personal insurance sales through non-Guardian carriers. Life Balance Financial provides financial planning services by recommending and monitoring third-party investment advisers rather than directly managing assets. The firm’s approach focuses on asset allocation, portfolio construction, and tax-aware strategies, delivering a diagnostic "Portfolio MRI" and written financial plans as primary client services.

Joseph Klingen is a financial advisor at Parker Financial Advisors LLC in Houston, TX, holding the PFS™ designation along with Series 63 and Series 65 licenses. He has 30 years of industry experience and has been with Parker Financial Advisors since 2008. Outside of his advisory role, Mr. Klingen owns and operates a tennis racquet stringing business called Stringin' Klingen. Parker Financial Advisors LLC provides wealth management and portfolio management services to individual and high-net-worth clients, using a structured onboarding process and regular progress meetings. The firm’s investment approach is based on Modern Portfolio Theory, emphasizing diversification, long-term asset allocation, and institutional asset-class vehicles.

Michael Saenz is a financial advisor at Drumond Wealth Management with two years of industry experience. He holds the Series 66 designation and previously worked at Stirlingshire Investments and United Planners. Outside of advisory work, Saenz is employed as a data scientist in the oil and gas terminal sector. Drumond Wealth Management provides fee-based investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a tactical allocation approach using fundamental, technical, and cyclical analysis across diverse instruments and manages most assets on a non-discretionary basis.

Serving the wealth management needs of individuals and families with financial complexity in their lives is Justin's mission, leading him to found Integrity Road Wealth Partners, a fee-only Registered Investment Advisor firm. To learn more about Integrity Road Wealth, please visit www.integrityroadwealth.com. Justin serves clients preparing for and transitioning into retirement. Many of Justin’s clients are high-achieving engineers, pilots, business owners, executives, and attorneys. The clients Justin serves are often preparing to receive a lump sum pension, deferred compensation, or a buyout of their equity interests. Justin’s clients often experience sustained annual income of $200,000 - $2 million pre-retirement, enabling them to accumulate material retirement plan and after-tax assets. While accumulating $2 - $20 million in liquid assets is often quite feasible for the high-income professionals, airline pilots, executives, and business owners Justin serves, navigating the transition into retirement and beyond often warrants the involvement of a skilled professional to provide prudent guidance. In his most recent role as a Wealth Advisor at a national Registered Investment Advisor, Justin advised over 100 primarily high-income and affluent households on an ongoing basis as their primary advisor and financial planner. Prior to the advisor role at the national firm, Justin was Director of Financial Planning at a boutique Registered Investment Advisor in Houston. As Director of Financial Planning, Justin served the holistic wealth management needs of high-income and wealthy families. Alongside of his client advisory responsibilities, Justin was responsible for the company’s portfolio management, reporting, strategic planning, and operations functions. Justin first became interested in personal finance when he was about eight years old, buying his first stock. At Liberty University, Justin earned a Bachelor of Science in Business Administration with a concentration in Financial Planning, graduating Summa Cum Laude on a three-year track. After college, Justin pursued the licensing and advanced certifications required to serve clients effectively. As a Certified Financial Planner® Professional and Certified Kingdom Advisor®, Justin completed training, advanced examination, and a residency-like program before becoming certified. Justin is also an Investment Adviser Representative, having completed the Series 65.