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.

Jesus Marquez is a CFP® with 10 years of industry experience and is the sole advisor at EZ Financial Group Inc. in Pearland, TX. He has been with EZ Financial Group since 2015 and also maintains a separate tax practice as an Enrolled Agent preparing and filing returns for individuals and businesses. EZ Financial Group provides ongoing asset management and modular financial planning for individuals, trusts, estates, corporate retirement plans, and small businesses. The firm typically manages both discretionary and non-discretionary accounts using a passive portfolio construction approach with index mutual funds and ETFs, complemented by fundamental, technical, cyclical, and charting analyses.

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.

Cindy Soke Yin Foong is a CFP® professional with over 17 years of experience in the financial services industry, currently serving as the sole advisor at AllZen Wealth and Financial Services. Her background includes sixteen years at ALBECK Financial and ongoing consultancy work at SYF Consultancy. AllZen Wealth and Financial Services is a fee-only financial planning firm serving individuals and families, focusing on personalized portfolios that consider tax situations, risk tolerance, time horizon, and goals. The firm primarily employs long-term, passive investment strategies using index mutual funds and ETFs, with discretionary management and regular client reviews.

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.

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 in Sugarland, TX, with 11 years of industry experience. She holds a Series 66 designation and has worked at Mass Mutual Investors Services, MetLife Securities, and Saxony Securities prior to her current roles. Outside of her advisory work, Singhal is a passive owner of a software-related consultancy business. New Day Wealth Management provides fee-based portfolio management and financial planning to individuals, families, trusts, estates, and small businesses. The firm employs a long-term, conservative growth approach using tactical asset allocation and primarily recommends low-cost, no-load mutual funds while allowing for individual securities when appropriate.

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 an advisor at Amana Advisors with credentials including the Series 63 and Series 65 licenses and three years of industry experience. Before founding Amana Advisors in 2023, he worked in diverse fields including trucking and the music industry, and has been a self-employed CPA since 2005. He is also involved in nonprofit work through Blokk Akademy, which provides food programs to at-risk youth, and runs Melanated Millionaire, Inc., an organization for speaking engagements. Amana Advisors is an independent firm offering asset management and advisory services to institutional and pooled-vehicle clients, alongside financial planning and retirement-rollover advice. The firm employs a tailored portfolio management approach using strategic and tactical asset allocation, incorporating fundamental, technical, and charting analysis with regular monitoring and quarterly reviews.

Rodney James is a CFP® and Series 66-licensed advisor with 10 years of industry experience. He is the sole advisor at Vineyard Family Wealth Advisors in Houston, TX. His prior roles include positions at EverKey Financial LLC, Mercer Global Advisors Inc., and Kanaly Trust. Vineyard Family Wealth Advisors serves high-net-worth family clients and select institutional entities, offering financial planning, consulting, and discretionary wealth management. The firm employs a stewardship philosophy and structured discovery process to tailor portfolios, focusing on Modern Portfolio Theory with low-cost ETFs, mutual funds, individual securities, and selected Independent Managers.

Cesar Delacerda is a financial advisor with Envisionvest in Houston, TX, holding Series 63 and Series 65 designations and bringing 13 years of industry experience. He has been with Envisionvest since 2017 and previously worked at Next Financial Group Inc. He also has an ongoing role at My Benefit Pro, where he is involved in the marketing and sales of insurance products. Envisionvest serves individuals, trusts, business clients, and employer-sponsored retirement plans, providing portfolio management, financial planning, and retirement-plan consulting through discretionary and non-discretionary managed portfolios, as well as educational workshops and digital classes. The firm employs an unconstrained asset-allocation methodology with diversified portfolios, supports fractional-share investing, and offers pension consulting and financial wellness programs for plan clients.

Patrick Van Pelt is a financial advisor at Longevity Fiduciary, LLC with three years of industry experience. He holds a Series 65 designation and has worked with several firms including Baldwin Group Wealth Advisors and BKS Financial Investments. Outside of advisory roles, he is involved with multiple LLCs, including Altravia Venture Studio and Rebalansa. Longevity Fiduciary provides financial planning, investment consulting, and pension consulting services to individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and insurance companies. The firm emphasizes non-discretionary advice through written plans based on clients’ objectives, time horizons, and risk tolerance, using fundamental and quantitative analysis alongside modern portfolio theory.

Robert Maxwell III is a financial advisor at Fifth Generation Advisers in Houston, TX, holding a Series 65 credential. He has over 20 years of industry experience, including nearly two decades at AIG and three years at Corebridge Financial before joining his current firm. Fifth Generation Financial is an independent registered investment adviser offering discretionary portfolio management alongside financial planning and annual tax-planning services. The firm employs a sleeve-based investment approach with an emphasis on identifying “unreasonably unpopular” value opportunities and incorporates advanced analytics and generative large-language models in its research process.