John Moore is a financial advisor with Equilibria Wealth Management, LLC in Katy, TX, holding Series 63 and Series 65 licenses and 42 years of industry experience. He has worked at firms including Cetera Advisor Networks LLC and Summit Financial Group Inc. Outside of financial advising, he is involved in manufacturing fruit compotes through Equilibria Earth, dba Fruit and Me, and is a realtor and owner at Gabrianna LLC dba Gabrianna Realty. Equilibria Wealth Management manages approximately $130 million for around 115 clients, offering discretionary asset management and financial planning to individuals, estates, corporations, and other entities. The firm utilizes model portfolios combining fundamental and technical analysis with modern portfolio theory, featuring explicit, relatively concentrated security weightings and allocations to inflation-protected fixed income and gold.

Garrett Pool is a financial advisor with Access Financial Group, LLC in Katy, TX, holding a Series 66 designation and 12 years of industry experience. He previously worked at Edward Jones for eight years before joining Access Financial Group in 2021. Outside of his advisory role, Garrett referees high school basketball games with the Fort Worth Basketball Officials Association. Access Financial Group provides discretionary asset management and financial planning to individuals, charitable organizations, and small businesses. The firm manages approximately $39.3 million for about 163 clients, tailoring portfolios using a combination of fundamental and technical analysis and offering regular account reviews and updated financial plans.

Richard Figueroa is a financial advisor at Patron Partners, LLC with 28 years of industry experience. He previously worked at UBS Financial Services Inc for 11 years before joining Patron Partners in 2020. Figueroa serves on the investment committee of Memorial Hermann Healthcare System and is chairman of the Texas Department of Licensing and Regulation commission. He is also a board member of the National Rifle Association. Patron Partners provides investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, retirement plans, and institutional investors. The firm employs a diversified investment approach combining active and passive strategies with continuous portfolio monitoring.

Laura Addington is a CFP® professional with 21 years of industry experience. She has been with Addington Financial Group LLC since 1996. The firm provides discretionary and non-discretionary managed account services to individual and high-net-worth clients, integrating financial planning with investment management. Addington Financial Group emphasizes strategic asset allocation and quantitative risk measures, combining active and passive strategies to tailor portfolios for its clients.

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.

Sarah Buenger is a CFP® professional with 20 years of experience in financial planning. She currently works at RIA Advisors and has previously been with Traditions Wealth Advisors and MitchellClark & Company. Buenger also serves as a financial planning lecturer at Texas A&M University, a role she has held for over a decade. RIA Advisors provides fee-based portfolio management and financial planning services to individual clients, charitable organizations, small businesses, and tax-qualified retirement plans. The firm manages approximately $1.53 billion in assets and employs a blend of fundamental and technical analysis along with value investing and Modern Portfolio Theory in its investment approach.

Daniel Mercer is a financial advisor with Woodstock Wealth Management, Inc. in Houston, TX, holding a Series 66 designation and 18 years of industry experience. He has worked at Woodstock Wealth Management since 2018 and previously held roles at Woodstock Financial Group and Raymond James Financial Services. Mercer is also the owner of Covenant Wealth Management, a DBA office of Woodstock Wealth Management that offers non-securities insurance. Woodstock Wealth Management provides financial planning, discretionary portfolio management, and access to third-party asset managers to individuals, businesses, charities, and retirement plans. The firm manages approximately $629.9 million on a discretionary basis and offers tailored investment strategies, including a performance-based fee program linked to capital appreciation relative to the SPDR S&P 500 ETF.

Sheldon Black is a CFP® professional at Franklin, Parlapiano, Turner & Welch LLC with two years of industry experience. He has held multiple roles within the firm and previously worked at Mariner. Outside of his advisory duties, he serves as treasurer for the Tanglewilde Civic Club in Houston, where he is involved in organizing activities and bookkeeping. Franklin, Parlapiano, Turner & Welch LLC advises high-net-worth individuals, trusts, and estates, providing fee-only asset management and comprehensive financial planning. The firm uses a structured client intake process and fundamental analysis to manage assets across a range of model portfolios, typically on a discretionary basis.

Dean Harvey is a financial advisor with Westpark Wealth Advisors, Inc., holding CFP® and Series 66 credentials and bringing 28 years of industry experience. He has been with Westpark Wealth Advisors since 2001 and also worked at Calton & Associates, Inc. since 2017. Outside of his advisory work, he serves as a trustee for the Lydia Patterson Institute, a private Methodist school in El Paso, Texas. Westpark Wealth Advisors provides investment advisory and financial planning services to individuals, trusts, estates, pension and profit-sharing plans, and business entities. The firm employs a variety of investment strategies and often involves clients in non-discretionary management of their assets.

Quincy Caldwell is a financial advisor with Empirikal Partners LLC, holding a Series 66 designation and 14 years of industry experience. His prior roles include positions at Supreme Alliance LLC and PlanMember Securities Corporation, and he has been self-employed since 2010. Caldwell serves as treasurer on the board of Old Danville Shepardhill Cemetery. Empirikal Partners LLC provides discretionary asset management, retirement-plan advisory, and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm manages approximately $87.5 million for nearly 200 clients, employing a tailored investment approach that includes fundamental analysis, long-term holdings, and discretionary trading.

Didya Bianchi is a financial advisor at Encompass Advisory Services, LLC with eight years of industry experience. She holds a Series 66 designation and has worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated prior to joining Encompass. Outside of her advisory role, she owns and manages Bianchi Home Inspections and is involved in real estate brokerage through Venture Realty LLC. Encompass Advisory Services is a state-registered investment adviser serving individuals, retirement plans, trusts, estates, charitable organizations, and business clients. The firm provides financial planning, consulting, investment management, and estate-document facilitation, tailoring portfolios across various securities and offering both discretionary and non-discretionary management.

Craig Severin is a CFP® with 36 years of industry experience, currently serving as a financial advisor at RIA Advisors since 2018. He previously worked at LPL Financial, LLC from 2016 to 2018. Severin is also a licensed insurance agent with RIA Insurance Agency LLC. RIA Advisors provides fee-based investment management and financial planning to individuals, including high-net-worth clients, as well as institutional retirement plans. The firm employs a mix of fundamental and technical analysis within a Modern Portfolio Theory framework and offers fiduciary consulting and participant education services for ERISA-qualified plan sponsors.

Lance Roberts is a financial advisor at SimpleVisor with 23 years of industry experience. He holds Series 63 and Series 65 designations and has worked with multiple RIAs, including RIA Global Research, LLC, where he currently provides financial advice. SimpleVisor is an SEC-registered online automated investment adviser offering a digital platform of model portfolios to retail and high-net-worth clients. The firm uses a risk-tolerance questionnaire to match clients with portfolios composed of ETFs, individual stocks, and bonds, employing fundamental, technical, cyclical, and charting analysis in its investment approach.

Conor Renn is a financial advisor at WBH Advisory, Inc. with three years of industry experience. He holds the Series 65 designation and previously worked at Baldwin Investment Management, LLC for seven years. WBH Advisory provides discretionary investment management and financial planning services to individuals, trusts, retirement plans, nonprofit organizations, and business entities. The firm emphasizes tailored portfolios combining equities, fixed income, mutual funds, and ETFs, with a focus on long-term equity holdings supported by fundamental analysis and cyclical allocation strategies.

Zachery Roth is a financial advisor at Catalyst Wealth Management LLC with three years of industry experience. He holds a Series 66 designation and has previously worked at GWN Securities Inc. and Ficare FCU. Roth is also a licensed insurance agent and registered representative, offering insurance products and advice as part of his professional activities. Catalyst Wealth Management LLC provides ongoing portfolio management and advisory services primarily to individual and high-net-worth clients, including retirement plan participants. The firm employs a long-term trading orientation with fundamental and technical analysis, managing accounts on a non-discretionary basis through various Turnkey Asset Management Programs.

Brian Sak is a CFP® and ChFC® professional with 22 years of industry experience. He is affiliated with Granite Harbor Advisors, INC., where he has worked since 2015 and its related entity Granite Harbor Group since 2016. Outside of his advisory work, he serves as president and secretary of Last Diamond Hunting Group, LLC, a management role involving lease dues, game harvesting, and property maintenance. Granite Harbor Advisors serves individual and high-net-worth clients, as well as institutional sponsors including retirement plans and insurance companies, offering asset management, financial planning, and retirement plan consulting. The firm also sponsors multiple private funds and provides advisory and operational support for pooled investment vehicles, utilizing a broad range of public and private securities in its portfolio construction.

Brendan Riley is a financial advisor with Catalyst Wealth Management LLC in Houston, TX, holding a Series 66 designation and three years of industry experience. Prior to joining Catalyst, he worked in roles at Innovation Partners LLC, GWN Securities, and other firms. Outside of advising, he is a licensed insurance agent and occasionally offers commissionable insurance products to clients. Catalyst Wealth Management provides portfolio management and retirement-plan services primarily through turnkey asset management programs and 401(k)/403(b) plan administration for individuals, high-net-worth clients, and employer retirement plans. The firm emphasizes non-discretionary management, utilizing fundamental and technical analysis alongside a long-term trading approach.

Nathan Dagley is a financial advisor with Encompass Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with Encompass Advisory Services since 2016 and has extensive experience in insurance through his roles at Dagley Insurance Agency and related entities. Outside of his advisory role, Dagley is involved in managing a youth sports club and has founded a safe driving mobile app. Encompass Advisory Services is a state-registered investment adviser serving individuals, retirement plans, trusts, estates, charitable organizations, and businesses. The firm provides tailored financial planning, investment management, and estate-document facilitation, utilizing fundamental, technical, and cyclical analysis across a range of investment vehicles and offering both discretionary and non-discretionary management options.

Benjamin Hadley is a financial advisor at Skybound Wealth USA with 10 years of industry experience. He holds a Series 65 designation and previously worked at Brite Advisors USA, Inc. for 10 years before joining Skybound Wealth Management USA, LLC. Skybound Wealth USA serves individuals, families, and internationally mobile clients with investment management, financial planning, and cross-border pension advice, including UK pension transfers. The firm uses a centralized investment governance framework and manages most client assets on a non-discretionary basis, with a focus on coordinated estate planning and a range of structured product offerings.

Frederick Van Wyk is a financial advisor at FCA Corp in Houston, TX, holding a Series 65 credential with two years of industry experience. He has been with FCA Corp since 2018 and previously worked at the University of Houston and Saxo Capital Markets South Africa. FCA Corp provides portfolio management, financial planning, and consulting services to individuals, managed entities, and open-end investment companies. The firm offers customized investment solutions based on fundamental and macroeconomic analysis and also serves as adviser to registered open-end funds and private pooled entities.