Ryan Firth is a CFP® and PFS™ credentialed financial advisor with seven years of industry experience. He is the owner of Mercer Street Personal Financial Services and also serves as a financial planner and investment adviser representative at Integrity Financial Planning. His work history includes roles at Sirius Solutions and SMART Group Houston. Mercer Street Personal Financial Services provides financial planning and investment advisory services to individuals, high-net-worth clients, trusts, estates, business entities, charitable organizations, and retirement plans. The firm develops tailored, balanced, and tax-efficient portfolios using mutual funds and ETFs, working with client-chosen custodians, and employs an hourly billing model with prepaid consults and project work.

David Carter is a CFP® with 17 years of experience in financial advising and has led Carter Capital Management since 2003. Based in Houston, TX, he holds Series 63 and Series 65 licenses and operates as the sole advisor at his independent firm. Carter Capital Management serves individuals, trusts, estates, retirement accounts, as well as pension and profit-sharing plans and institutional clients. The firm employs a long-term, fiduciary investment approach focused on diversification and cost-efficiency, primarily using low-cost index funds and ETFs, with portfolios managed on a discretionary basis and guided by Modern Portfolio Theory.

Anil Abraham is a financial advisor at Rivercrest Investment Advisors, LLC in Houston, TX, with four years of industry experience. He holds the Series 63 and Series 65 designations. Prior to his current role, he was involved with Biourja Trading LLC, focusing on managing investments for a promoter family through BioUrja Advisors LLC, where he spends a significant portion of his time overseeing public and private market investments and making tactical market decisions. Rivercrest Investment Advisors, LLC provides discretionary portfolio management and investment advice primarily to individuals, families, endowments, and foundations. The firm employs an opportunistic, active management approach that is value-oriented and market-cap agnostic, utilizing fundamental analysis along with technical indicators and employing derivatives and leveraged instruments when appropriate.

Amit Ganju is a financial advisor at Balai Lagai Wealth Management in Sugar Land, TX, holding a Series 65 credential with one year of industry experience. He has worked at Willis Towers Watson and operated as a self-employed professional prior to founding his current firm. Balai Lagai Wealth Management serves individual and high-net-worth clients with discretionary portfolio management, using a diverse range of investment strategies including fundamental, quantitative, technical, cyclical analysis, and modern portfolio theory. The firm offers a broad investment universe and employs both long-term and short-term trading tactics, including options strategies, operating on a discretionary basis with specified custodians.

Blake Wagner is a financial advisor at Wagner Wealth Management in Houston, TX. He holds a Series 65 designation and has one year of industry experience. Prior to founding Wagner Wealth Management, he worked at JE Compliance Services, Inc. for five years. Wagner Wealth Management serves pooled vehicles and institutional or entity clients with portfolio management and financial planning services. The firm combines technical and quantitative techniques with fundamental analysis and modern portfolio theory, and it offers market-timing and paid subscription services alongside its investment management strategies.

Douglas Berti is a CFP® professional with three years of industry experience and is the sole advisor at Texas Assured Financial Planning LLC in Houston, TX. Prior to founding his independent advisory, he worked at Tapfin/EY and AIG, and spent 15 years at ExxonMobil. He is also the managing member of Texas Assured Tax Preparation LLC, a tax preparation business. Texas Assured Financial Planning LLC serves individual and high-net-worth clients by providing fee-only investment management, comprehensive financial planning, and tax return preparation. The firm employs a strategic asset allocation approach using both passive and active investments, with portfolios reviewed quarterly and adjusted tactically or for tax efficiency when appropriate.

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Nicolas Hurst is a CFA® charterholder and holds a Series 66 license with five years of industry experience. He is the principal and sole advisor at Caiman Capital Group LLC, where he has worked since 2021. Prior to founding Caiman Capital Group, he was affiliated with Avalon Wealth Management, LLC and Avalon Advisors, LLC from 2017 to 2021. Caiman Capital Group is a Texas-registered investment adviser that provides portfolio management and investment analysis to individuals, high-net-worth clients, and qualified clients. The firm combines quantitative models with fundamental, technical, cyclical, and economic analysis to guide discretionary investment decisions.

Jeffrey Ivy is a CFP® with 20 years of industry experience and currently serves as the sole advisor at Vestis Advisors, LLC in Houston, TX. He has been with Vestis Advisors since 2011. Vestis Advisors provides investment advisory services and financial planning to individuals, high-net-worth clients, corporate entities, and trusts. The firm employs a goal-based, diversified asset allocation approach implemented primarily through mutual funds, ETFs, and third-party separately managed accounts, managing all client assets on a non-discretionary basis.

Jamie Johnson is the sole advisor at JLJ Capital Management, LLC in Houston, TX, holding Series 63 and Series 65 credentials with 25 years of industry experience. He has led JLJ Capital Management since its founding in 2005. JLJ Capital Management provides investment management and financial planning services to individuals, trusts, estates, corporations, and pension/profit-sharing plans. The firm employs strategic asset allocation and rebalancing with a blend of individual bonds, equities, actively managed ETFs, and open-ended funds, and offers both discretionary and non-discretionary portfolio management.

James Hintz is a financial advisor at MHA Financial Corp in Houston, TX, with 37 years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. His prior roles include positions at Four Points Capital Partners LLC, Physicians Investment Advisory Services of Texas, and Doctors Financial Services LLC. Outside of advising, he is a spin instructor at the YMCA. MHA Financial Corp provides financial planning and portfolio management services to individuals, including high-net-worth clients, as well as plans, trusts, estates, charitable organizations, corporations, and small businesses. The firm employs a strategic asset allocation approach with a core-and-satellite framework, combining passive index/ETF exposures with active managers or individual securities, and utilizes both direct advice and third-party money managers.

John Gerdes is the principal of Gerdes Energy Research LLC, an independent firm based in Houston, TX. He holds Series 63 and Series 65 licenses and has 27 years of experience in the financial industry. His prior roles include positions at Mkm Partners LLC and the KLR Group, LLC. Gerdes Energy Research LLC provides subscription research and advisory publications focused on the economics of U.S. energy producers and integrated energy companies. The firm uses a data-centric, full-cycle approach combining fundamental and technical analysis to deliver market outlooks and research to institutional investors and corporate executives.

Frederick Fogarty is the principal of Fogarty Wealth Management, Inc. in Missouri City, TX, holding a Series 66 designation with 24 years of industry experience. He has been operating his own businesses since 2001 and has held roles at Fogarty Financial Services and Next Financial Group Inc. Outside of advisory work, he serves as president and treasurer on local homeowners association boards. Fogarty Wealth Management provides discretionary asset management, variable annuity management, financial planning, and consulting services. The firm serves individual investors and qualified retirement plans, applying fundamental and cyclical analysis within a client-tailored advisory process that includes pension consulting and ERISA plan support.

Nita Singhal is a financial advisor at New Day Wealth Management, LLC with 10 years of industry experience. She holds a Series 66 designation and has previously worked at firms including MML Investors Services, LLC, MassMutual Life Insurance Co, and MetLife Securities Inc. Outside of her advisory role, she is a passive owner of a software-related consultancy business. New Day Wealth Management, LLC provides fee-based portfolio management and financial planning primarily for individuals, families, trusts, estates, and small businesses. The firm employs a long-term, conservative growth strategy using tactical asset allocation and favors low-cost, no-load mutual funds, while maintaining a primarily non-discretionary asset base.

James McClellan is a CFP® and Series 65-licensed financial advisor with 12 years of industry experience. He is the sole advisor at James G. McClellan CPA, a firm he has owned since 1983, providing professional accounting and tax services. The firm offers financial planning and investment management to individuals, trusts, and private foundations on a fee-only basis, with a focus on fundamental security and fund analysis and a generally long-term investment approach. It is notable for combining established CPA services with investment advisory work, often serving clients with both accounting and investment needs.

Wesley Bales is the sole advisor at Wesley Owen Bales Investment Advisory Service in Sugar Land, TX, holding Series 63 and Series 65 credentials with 22 years of industry experience. He has operated his independent advisory firm since 2000. Wesley Owen Bales Investment Advisory Services Inc. provides fee-only portfolio management and advisory services primarily to individual and high-net-worth clients, offering both discretionary and non-discretionary strategies without a firmwide account minimum. The firm employs a blend of fundamental, technical, and cyclical analysis, implementing long- and short-term strategies including margin transactions and option writing, with an emphasis on concentrated equity positions for aggressive accounts and bond allocations for conservative accounts.

Jason Leder is the sole advisor at Leder Fiduciary Capital LLC in Bellaire, Texas, holding the CFA® designation and Series 63 license with 23 years of industry experience. He founded Leder Fiduciary Capital LLC in 2016 and has managed the firm since then. Outside of his advisory role, he owns a rental property for which he handles management tasks. Leder Fiduciary Capital LLC is an independent, solo-registered investment adviser serving individuals, charitable organizations, foundations, trusts, and businesses. The firm offers customized portfolio management and financial consulting, focusing on low-cost, passive investments and tax efficiency, while managing assets for both individual and institutional clients.

Alden Shorter is the sole principal of Shorter, Alden M., an investment advisory firm based in Houston, TX. He holds a Series 65 designation and has four years of experience in investment management. Prior to founding his firm in 2021, he worked at Live Nation Entertainment for three years. In addition to his advisory work, Shorter is employed as a contract attorney with FTI Consulting, where he reviews contracts and legal documents related to litigation. Shorter, Alden M. provides customized investment management, financial planning, and consulting services to individuals, high net worth clients, and small businesses. The firm employs a client-driven, non-discretionary approach focused on asset allocation and portfolio monitoring, and offers various billing arrangements tailored to client needs.

Craig Parks is a CFP® and Series 66 registered financial advisor with 20 years of industry experience. He is the managing member of Houston Wealth Management, an independent firm he has led since 2013. Parks holds active insurance licenses in Texas and may act as a licensed insurance agent or broker as part of his professional activities. Houston Wealth Management provides personalized portfolio management, financial planning, and consulting services to individuals, trusts, estates, charitable organizations, foundations, and business entities. The firm manages approximately $6.57 million in client assets, offering tailored discretionary and non-discretionary account management based on clients’ goals, risk tolerance, and tax considerations.

Rashid Mosley is a financial advisor at Amana Advisors with three years of industry experience. He holds Series 63 and Series 65 licenses and has prior work experience in trucking, music, and accounting as a self-employed CPA. Outside of his advisory role, he owns Melanated Millionaire, Inc., an entity established to provide speaking engagements, and is involved with Blokk Akademy, a non-profit serving a food program to at-risk youth. Amana Advisors is an independent firm offering asset management and advisory services to institutional and pooled-vehicle clients, as well as financial planning and consulting. The firm uses tailored portfolio management approaches that incorporate fundamental, technical, and charting analysis with both strategic and tactical asset allocation.