Justin Gunn is a financial advisor at Virtuevian Ventures in Houston, TX, holding Series 63 and Series 65 licenses with three years of industry experience. Prior to joining Virtuevian, he worked in various roles including real estate and hospitality. Outside of advisory work, he is a licensed realtor with Better Homes and Gardens Gary Greene and also works as a freelance bartender and cook. Virtuevian Ventures serves individual and high-net-worth clients, trusts, estates, and business accounts by providing discretionary wealth management, financial planning, and retirement guidance. The firm’s investment approach combines long-term strategies with multiple research methods and may include tactical reallocations and the use of derivatives within separately managed accounts, supporting personalized portfolio management and client contact.

Darin Womble is a financial advisor at ARK Alliance Financial LLC with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at institutions including JP Morgan Chase, TD Ameritrade, and TIAA-CREF. Outside of his advisory role, he serves on the board of Next Generation Academy, a pre-school in Pearland, Texas. ARK Alliance Financial is an independent registered investment adviser serving individuals, trusts, estates, charitable organizations, and corporations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and customized consulting, with portfolios constructed using mutual funds, ETFs, and individual securities based on clients’ goals and risk tolerances.

Mohammad Hussaini is a Series 65-licensed financial advisor with Thales Investment Services, Inc. in Houston, TX, bringing six years of industry experience. Prior to joining Thales in 2019, he worked as a consultant and was self-employed. Outside of his advisory role, Hussaini holds leadership positions in several businesses, including serving as Chairman of Purity Foods Group, a protein-focused foodservice distributor, and Vice President of the American Halal Foundation, a halal consulting agency. Thales Investment Services provides discretionary portfolio management for individual clients and pension/profit-sharing plans, using a proprietary fundamental-value approach that integrates both fundamental and technical analysis and considers domestic and global macroeconomic and geopolitical factors.

John Geralt is a financial advisor at EBQuant, LLC with seven years of industry experience. He holds a Series 65 designation and has worked at firms including Tong Management Group, Juniper Networks, Wolters Kluwer, and Hewlett Packard Corp. Outside of his advisory role, he serves as an executive recruiter for Juniper Networks and provides bookkeeping and tax consulting services through Tong Management Group. EBQuant offers portfolio management and financial planning services to institutional clients, high-net-worth individuals, and others. The firm employs a blend of fundamental, technical, and cyclical analysis and provides both discretionary and non-discretionary investment supervisory services tailored to client goals and risk tolerance.

Samuel Goodfriend is a financial advisor with WealthValues, LLC in Houston, TX, holding Series 65 and Series 66 licenses and four years of industry experience. Prior to joining WealthValues in 2021, he worked at Edward Jones from 2019 to 2021. WealthValues serves individual and high-net-worth clients with wealth management, portfolio management, and financial planning services, focusing on asset allocation, diversification, and tax-aware strategies that combine passive and active management. The firm manages approximately $466.5 million in client assets with a notably high assets-under-advisor ratio given its small client base and staff.

Sebastian Eccles is a CFP® and holds a Series 66 license with two years of industry experience. He is currently with Factory Capital LLC and has prior experience at Kayne Anderson Rudnick, Life Line Wealth Management LLC, BLISK FINANCIAL GROUP/Spire Investment Partners, and Morgan Stanley. Factory Capital LLC provides discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and OCIO-style investment management to institutional and other clients. The firm uses a platform-centric model leveraging outsourced managers and employs both active and passive strategies across liquid and alternative asset classes.

Traci Williams is a Series 65-licensed financial advisor with 21 years of industry experience. She has been with WRWCO, LLC since 2003. WRWCO, LLC provides discretionary investment management to individuals, families, trusts, and small businesses, managing approximately $98 million in assets across a client base of about 50–52 relationships. The firm employs a value-oriented, balanced investment approach emphasizing income with growth, with portfolios diversified across equities and fixed-income securities.

William Williams is a financial advisor at WRWCO, LLC in Houston, TX, holding Series 63 and 66 licenses with 34 years of industry experience. He has been with WRWCO, LLC since 2000 and previously worked at United Planners Financial Services and Tiger Investment Corporation. WRWCO, LLC provides discretionary investment management to individuals, families, trusts, businesses, and organizations, focusing on value-oriented, balanced portfolios that emphasize regular and increasing cash payments alongside capital appreciation. The firm manages accounts primarily through Fidelity, employing diversification and complex operational features such as borrowing within separately managed accounts.

Patrick Shinn is a CFP® with 32 years of industry experience and has been with Heritage Asset Advisors Ltd., LLP since 2007. He is based in Houston, TX, and holds Series 63 and Series 65 licenses. Outside of his advisory role, Mr. Shinn hosts a weekly radio show called Money Matters on KTRH in Houston. Heritage Asset Advisors is an independent firm with a four-advisor team managing approximately $256 million for around 400 clients. The firm provides investment advisory services to individuals, pension plans, trusts, estates, charitable organizations, and business entities, employing a tailored investment process that incorporates fundamental, technical, and cyclical analysis.

Laura Full is a financial advisor at A3 Capital Advisors in Houston, TX, holding a Series 66 designation with 18 years of industry experience. She previously worked at Hourglass Capital, LLC from 2008 to 2026 before joining A3 Capital Partners, LLC. A3 Capital Advisors is a small registered investment adviser serving primarily high-net-worth individuals with discretionary portfolio management and investment consulting. The firm emphasizes individualized Investment Policy Statements, fundamental analysis, and long-term trading strategies, managing both traditional asset-based and performance-fee accounts.

Fred Dittman is a financial advisor at Virtuevian Ventures with 14 years of industry experience. He holds the Series 66 designation and previously worked at Wells Fargo Advisors LLC and Wells Fargo Clearing Services, LLC. Outside of advisory work, he is involved in ranch management and works as a hunting guide during the hunting season. Virtuevian Ventures serves individual and high-net-worth clients, as well as trusts, estates, and certain business and corporate accounts, providing discretionary wealth management, financial planning, and retirement guidance. The firm employs a primarily long-term investment approach supplemented by multiple research methods and tactical reallocations, utilizing a range of investment vehicles including derivatives within separately managed accounts.

Kevin Londergan is a financial advisor at BayRock Financial, L.L.C. with 22 years of industry experience. He holds a Series 63 designation and is also a partner in the CPA firm Bond, Snider, Glaw & Londergan, LLP, which focuses on income and estate tax planning, tax return preparation, asset protection, and business advisory services for small business owners. He is part owner of Oglesby & Londergan Financial Services, Inc., a tax planning and small business advisory firm. BayRock Financial serves individual investors and other advisers by providing discretionary portfolio management and financial planning services. The firm emphasizes customized portfolios and ETF-based model allocations, integrating financial planning with investment management through a formal multi-tier subscription planning program and a documented planning process.

Michael Garcia is a financial advisor with ViaQuest Advisors LLC in Houston, TX, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior experience includes ten years at Arbor Point Advisors and Securities America Inc. He is also a licensed insurance agent. ViaQuest Advisors LLC provides portfolio management, investment analysis, and financial planning to individuals, high-net-worth clients, trusts, estates, corporations, and pension/retirement plans. The firm recently added pension consulting services and employs a varied investment approach combining fundamental, technical, cyclical, and economic analysis.

Katie Tennent is a financial advisor with Heritage Asset Advisors Ltd., LLP in Houston, TX, holding a Series 65 designation and 16 years of industry experience. She has been with Heritage Asset Advisors since 2009, working as part of a four-advisor team. Heritage Asset Advisors is an independent firm managing approximately $256 million for around 400 clients, serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs a combination of fundamental, technical, and cyclical analysis tailored to each client's profile, offering both discretionary and non-discretionary portfolio management, and sponsors a wrap fee program.

Deborah Andrews is a financial advisor with Custom Wealth Solutions in Houston, TX, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. Her career includes roles at Cambridge Investment Research Advisors, Cetera Advisors, and Questar Capital Corporation. She also operates an independent insurance agency, Andrews Financial Services. Custom Wealth Solutions is a small advisory firm serving individual and high-net-worth clients with discretionary asset management. The firm combines proprietary portfolio management with managed solutions through the Orion Portfolio Solutions program, focusing on client goals, risk tolerances, and using Monte Carlo planning techniques.

Sally Branson is a financial advisor with Texas Family Wealth, LLC, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. Her career includes 14 years at Raymond James Financial Services Advisors, Inc., and she has served in a political office for the City of Friendswood since 2017. Outside of her advisory work, she is involved in public service through her role with the City of Friendswood. Texas Family Wealth serves individuals, families, trusts, estates, small businesses, and retirement plans with customized wealth management, portfolio management, financial planning, and retirement plan advisory services. The firm employs a fiduciary, long-term investment approach using a combination of fundamental and technical analysis and sponsors a wrap fee program that incorporates trading costs into asset-based fees.

Henry Vail is a financial advisor at Sucré-Vail Wealth Advisors in Houston, TX, with 28 years of industry experience. He has held Series 63 and Series 65 licenses and has been with Sucré-Vail Wealth Advisors since 2006, following a prior career at Vail & Associates from 1991 to 2020. Sucré-Vail Wealth Advisors is a state-registered investment adviser serving individuals, family offices, trusts, estates, businesses, and retirement plans. The firm offers customized investment management, financial planning, consulting, and Personal CFO services, using fundamental analysis to build long-term portfolios composed of individual bonds, mutual funds, and ETFs, managed on a non-discretionary basis.

Brock Hedgecoke is a CFP® and holds a Series 66 license with five years of industry experience. He is currently with Perennial Wealth Advisors, LLC and has prior experience at Ameriprise and several other advisory firms. Perennial Wealth Advisors provides financial planning, consulting, and discretionary investment management to individuals, trusts, estates, and business entities. The firm employs a strategic asset allocation approach grounded in Modern Portfolio Theory and fundamental analysis, primarily utilizing ETFs, mutual funds, and liquid alternative investments.

Stephanie Blakes is a CFP® and holds a Series 66 license with 15 years of experience in financial advising. She is the owner and Chief Compliance Officer of Seren Wealth Advisors, LLC, where she has been providing financial planning and investment management services since 2016. Her background also includes roles as an investment advisor representative at Calderwood Financial Strategies and as a real estate broker. Outside of financial advice, she is involved in insurance sales and real estate brokerage. Seren Wealth Advisors serves individual and high-net-worth clients, as well as small business retirement plans, offering discretionary portfolio management, financial planning, and retirement plan consulting. The firm follows a goal-driven investment process documented with investment policy statements and provides ongoing planning support, including coordination with other professionals and public financial-literacy workshops.

Alfredo Miranda is a financial advisor at Cantata Wealth Management, LLC with 11 years of industry experience. He has held roles at Camden Wealth Advisors since 2015, as well as positions at Creativemass Enterprises, LLC, and Highpoint Technology Group. Miranda holds the Series 65 designation. Cantata Wealth Management provides personalized financial planning and discretionary investment management to individuals, foundations, and small businesses. The firm employs model portfolios, tax-aware strategies, and incorporates artificial intelligence in its investment research and client operations.