Robert Heintz is a CFA® charterholder with 10 years of industry experience. He has worked at Planning Associates Wealth Management since 2020 and previously was self-employed for eight years, with earlier experience at Avalon Investment & Advisory. Planning Associates Wealth Management is a small, supported advisory firm serving primarily individual and high-net-worth clients. The firm manages portfolios using a variety of securities and analytic methods, offers both discretionary and non-discretionary asset management, comprehensive financial planning, and retirement plan consulting.

William Hoover is a financial advisor with SCP Steward Capital Advisers LLC in Houston, TX, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked at multiple firms including Steward Securities Group LLC and Republic Consulting Group LLC. Outside of investment advising, he serves as chairman and CEO of Steward Capital Partners LLC and is a sole proprietor of Republic Consulting Group LLC, both non-investment-related business consulting ventures. SCP Steward Capital Advisers LLC provides discretionary investment management and general consulting services primarily for institutional clients and pooled vehicles, implementing strategies that incorporate fundamental, technical, and cyclical analysis across a wide range of securities. The firm operates on a fee-only basis and emphasizes tailored investment approaches aligned with client objectives and risk tolerances.

Isabella Ramon is a financial advisor with Axia Wealth Management Inc in Houston, TX, holding a Series 65 designation and three years of industry experience. Her work history includes roles at Vanguard and Worth Winning, LLC, along with several years dedicated to full-time education. Axia Wealth Management Inc is a small supported advisory firm managing approximately $148 million in assets for individuals, high-net-worth clients, trusts, small businesses, and employer-sponsored retirement plans. The firm follows a long-term, evidence-based investment approach using no-load mutual funds and passively managed ETFs, and offers discretionary portfolio management, financial planning, estate-planning coordination, and retirement-plan fiduciary services.

Michael Smurl is a CFA charterholder and financial advisor with 18 years of industry experience. He has worked at Integrity Financial Planning, LLC since 2020, and previously held roles at City National Rochdale, Consilium Wealth Consulting, LLC, and Banc of America Investment Services, Inc. In addition to his advisory work, he provides WealthTech consulting through an affiliation with F2 Strategy and works as a specialist with Apple Inc. Integrity Financial Planning, LLC offers discretionary investment management and financial planning primarily for individual and high-net-worth clients, using a personalized, ultra-low-cost "personal index" portfolio approach with active tax and cost management. The firm incorporates a mix of technical, fundamental, and cyclical investment analysis and utilizes a Smartleaf sub-advisory arrangement alongside third-party platforms to manage portfolios.

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.

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 eight years of industry experience. He holds a Series 65 designation and has worked at various firms including Tong Management Group, Juniper Networks, and Wolters Kluwer. Outside of his advisory role, Mr. Geralt is an executive recruiter for Juniper Networks and provides bookkeeping and tax consulting services through Tong Management Group. Ebquant offers portfolio management and financial planning to institutional clients, high-net-worth individuals, and others, using a blended investment approach that includes fundamental, technical, and cyclical analysis. The firm 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. He previously worked at Edward Jones and has held various roles across multiple firms since 2016. WealthValues serves individual and high-net-worth clients with wealth management, portfolio management, and financial planning services, emphasizing asset allocation, diversification, and tax-aware portfolio construction through a combination of passive and active strategies. The firm manages approximately $466.5 million in client assets and maintains a high assets-under-management-per-advisor ratio relative to its size.

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 III is a financial advisor with Virtuevian Ventures and holds a Series 66 designation. He has 15 years of industry experience, including prior work at Wells Fargo Clearing. Outside of his advisory role, he is involved in ranch management and works as a hunting guide seasonally. Virtuevian Ventures serves individual and high-net-worth clients, trusts, estates, and certain business accounts, providing discretionary wealth management, financial planning, and retirement guidance. The firm emphasizes personalized portfolio management using a combination of fundamental, technical, cyclical, and charting research methods, and incorporates low-cost mutual funds, ETFs, individual stocks, bonds, and options contracts, including derivatives.

Kevin Londergan is a financial advisor with BayRock Financial, L.L.C. He holds a Series 63 designation and has 23 years of industry experience. He is 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 general business advisory services for small business owners. He is also part owner of Oglesby & Londergan Financial Services, Inc., a firm now specializing in tax planning and small business advisory. BayRock Financial provides fee-only investment management and financial planning services to individuals, families, retirees, business owners, trusts, estates, and retirement plans. The firm constructs diversified, long-term portfolios tailored to each client’s circumstances and integrates financial planning into advisory relationships using various planning tools and subscription-based services.

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 at Custom Wealth Solutions with 34 years of industry experience. She holds Series 63 and Series 65 designations and has worked at firms including Cetera Advisors LLC and Cambridge Investment Research Advisors, Inc. Andrews also operates an independent insurance agency, Andrews Financial Services, where she is an owner and agent. Custom Wealth Solutions is a small advisory firm serving individual and high-net-worth clients with discretionary asset management. The firm combines personalized portfolio management with platform-based strategies through the Orion Portfolio Solutions program and incorporates Monte Carlo planning techniques in its investment approach.

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.

Alvaro Trullenque is a financial advisor at Camden Wealth Advisors LLC with 30 years of industry experience. He holds Series 63 and Series 65 designations and has been with Camden Wealth Advisors since 2009. He also serves as a managing member and investment adviser representative at Inscription Family Office, LLC. Outside of his advisory roles, he is a partner in a real estate business, TP International. Camden Wealth Advisors provides discretionary and non-discretionary investment management, comprehensive financial planning, family office services, and pension consulting to high-net-worth individuals, families, family offices, trusts, and institutions. The firm offers customized investment strategies and may engage third-party managers to align with client goals.

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.