Olabode Oniya is a financial advisor at OM Investments in Houston, TX, with eight years of industry experience. He holds the CFP® and ChFC® designations and has worked at firms including Edward Jones, Fidelity Investments, and Morgan Stanley. Outside of his advisory role, he is involved with a marketing services business and maintains an active insurance license. OM Investments provides discretionary asset management, financial planning, and retirement-plan advisory services, including an ERISA 3(21) fiduciary role for qualified plans. The firm manages accounts using a combination of fundamental, technical, charting, and cyclical analysis, offering services on fixed or hourly fees and conducting regular portfolio reviews.

Darvon Webb is a financial advisor at Retirement Solutions with 25 years at the firm and 11 years of industry experience. He holds Series 63 and Series 65 licenses. Webb also sells life, health, and variable insurance products, dedicating up to half of his time to insurance-related business. Retirement Solutions is an independent, fee-based advisory firm serving primarily individual clients with portfolio management and tailored financial plans. The firm employs both fundamental and technical analysis, manages approximately $12.6 million across about 45 clients, and integrates insurance-policy reviews into its financial planning.

David Chow is a CFA® charterholder and the sole advisor at Dancourt Management, LLC, an independent firm based in Houston, TX. He has 13 years of industry experience and has managed Dancourt Management since 1998. Chow serves as a trustee for both Van Eck ETF Trust and New York Life MainStay Group of Mutual Funds. Dancourt Management provides discretionary portfolio management to high-net-worth individuals, small businesses, and institutional clients, including corporate pension plans and foundations. The firm employs a long-only, growth-oriented investment approach focused on large-cap and mid-cap equities with an emphasis on companies that pay consistent, growing dividends.

Scott Orr is a CFP® professional with 22 years of industry experience. He is the sole advisor at SFO Capital, Inc., an independent registered investment adviser based in Houston, TX. His prior experience includes sixteen years at Founders Capital Management, Inc., and he also maintains a CPA practice. SFO Capital provides discretionary portfolio management and financial consulting to individuals, trusts, estates, charitable organizations, and business entities, offering tailored long-term investment plans and optional tax preparation services within the firm’s expertise. The firm focuses on a concentrated client base with relatively large account sizes, employing a range of investment instruments aligned with client objectives.

Parthesh Kalathia is a financial advisor at Samju Capital LLC in Houston, TX, holding a Series 65 designation. He has one year of experience in financial advisory services and previously worked in the energy sector, including roles at Portland General Electric Company and Samju Energy Services Corporation. In addition to his advisory role, he maintains a separate business as an electricity broker. Samju Capital LLC provides investment advisory and financial planning services to individual and high-net-worth clients, offering portfolio management, asset allocation, risk assessment, and financial plan preparation. The firm customizes advice based on client objectives and risk tolerance, employs various investment strategies, and conducts at least quarterly account reviews.

Cody Garrett is a CFP® professional with seven years of industry experience, currently operating as the sole advisor at Measure Twice Financial LLC. He previously worked at Legacy Asset Management, Inc. and spent seven years at St. Luke's United Methodist Church. Garrett also owns two educational websites that provide financial planning content for the public and other advisors. Measure Twice Financial LLC offers fee-only financial planning services to individuals, high-net-worth clients, and corporations through comprehensive written plans and hourly engagements. The firm does not manage client assets directly and uses various investment analysis methods within a modern portfolio theory framework, focusing on passive strategies.

Anasuya Meyer is a CFP® and holds a Series 66 license with 11 years of industry experience. She has been with JayKay Wealth Advisors, Inc. since 2015 and also maintains an affiliation with LPL Financial. JayKay Wealth Advisors serves individual and high-net-worth clients, charitable organizations, and retirement plan sponsors by providing portfolio management, financial planning, and retirement plan consulting. The firm employs a long-term investment approach based on modern portfolio theory and offers discretionary account management along with ERISA-focused fiduciary consulting for retirement plans.

Marisa Ponti is a financial advisor at Ridgeback Capital Management with three years of industry experience. She holds a Series 65 designation and has worked in both healthcare and wealth management sectors, including roles at the University of Houston College of Medicine and Vecino Health Centers. Ridgeback Capital Management serves individuals, high-net-worth clients, corporations, trusts, estates, and charitable institutions by offering portfolio management, financial planning, and access to third-party money managers through a managed account program. The firm’s investment approach is based on Modern Portfolio Theory and primarily involves engaging sub-advisors who hold discretionary trading authority and conduct ongoing research and portfolio monitoring.

Frank Lee is a CFA® charterholder and holds a Series 65 license, with 13 years of industry experience. He has been with Cypress Asset Management Inc. since 1996. Cypress Asset Management, Inc. is an independent adviser providing separately managed portfolio services to individuals, trusts, estates, small businesses, charitable organizations, and retirement plans. The firm focuses on long-term, fundamental equity investing and manages a range of distinct strategies while accommodating client-imposed investment restrictions.

Scott Mann is a financial advisor with VIA IV Investments, LLC in Houston, TX, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He has worked with Mann Wealth Management, LLC since 2017 and has been involved in his own insurance business activities, serving on the board of Partners Equity Group. Additionally, he hosts "Money Show with Scott Mann," a monthly radio program featuring a question-and-answer format. VIA IV Investments provides discretionary portfolio management primarily to individual and high-net-worth clients, with services extending to institutions, trusts, and retirement plans. The firm utilizes proprietary, custom-indexed model portfolios that combine long-term hold strategies and occasional shorter-term trades, and it offers a lower-minimum digital advisory program alongside access to private alternative funds for qualified investors.

Martin Gremm is a Series 65-licensed financial advisor at Pivot Point Advisors, LLC in Bellaire, TX, with 21 years of industry experience. He has been with Pivot Point Advisors since 2004. Outside of his advisory role, he serves as president of GremmTech, LLC, a software development and consulting business. Pivot Point Advisors, LLC provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, trusts, estates, charitable organizations, and small businesses. The firm employs quantitative and semi-quantitative long-only stock strategies alongside ETF approaches, managing accounts primarily on a discretionary basis with customized portfolio options available.

John Blackburn is a financial advisor at McKinney Capital Management with one year of industry experience. He holds a Series 66 designation and has previously worked at Catalyst Wealth Management LLC and Innovation Partners LLC. He is also a licensed insurance agent. McKinney Capital Management provides personalized discretionary and non-discretionary investment management services to individuals and entities such as family offices, trusts, and nonprofit organizations. The firm employs a fundamental analysis approach with a generally long-term investment strategy while incorporating a range of investment vehicles, including mutual funds, equities, and alternative investments.

Kirby Shanks is the principal advisor at Kanos Capital Management, LLC, holding a Series 65 credential with 22 years of industry experience. He has been with Kanos Capital Management since 2003 and previously worked at Alpha Cubed Investments, LLC. Outside of financial advising, he is a member and manager of 1217 Interests, LLC, a real estate company. Kanos Capital Management is an independent, value-oriented wealth manager serving individuals, trusts, estates, retirement accounts, and corporations. The firm employs a top-down macroeconomic and sector selection process combined with bottom-up fundamental analysis to construct portfolios focused on current yield and absolute-return objectives.

Loyd Stegent is a CFP® and PFS™ credentialed financial advisor with 27 years of industry experience. He is the principal of Stegent Equity Advisors Inc. and has been involved with Stegent Financial Services, PC, a certified public accounting business, since 1996. Stegent Equity Advisors provides personal financial planning and discretionary investment management to individuals, high-net-worth clients, business owners, charitable institutions, and other organizations. The firm integrates its advisory services with a related CPA practice, emphasizing tax, cash-flow, and compensation planning alongside investment strategies that combine fundamental and technical analysis within a buy-and-hold framework.

Jonathan Swanburg is a CFP® certificant with 17 years of industry experience, currently serving at TSA Wealth Management since 2022. He previously worked at Calton & Associates, Inc. and Tristar Advisors. Swanburg is president of FB LAX, a youth sports nonprofit organization based in Houston. TSA Wealth Management is an SEC-registered adviser that provides discretionary managed portfolios, written investment strategies, and consulting services to individuals, corporations, and charitable entities. The firm manages approximately $359 million across about 262 accounts, tailoring portfolios to client objectives through asset allocation, technical analysis, and regular due diligence.

Deborah Stavis is a CFP® with over 43 years of experience in the financial services industry. She is currently with Stavis Wealth Transfer Solutions, where she serves as Chief Executive Officer. Her prior experience includes roles at Purshe Kaplan Sterling Investments, FSC Securities Corporation, and Stavis & Cohen Financial. Outside of her advisory work, she teaches estate, risk management, and insurance courses at Rice University and is involved in nonprofit literacy organizations in Houston. Stavis Wealth Transfer Solutions serves high-net-worth individuals, families, family offices, trusts, charitable organizations, and small business clients by providing integrated wealth, estate, and financial planning alongside asset management and trust policy services. The firm offers tailored, goals-based planning and portfolio recommendations, coordinating with clients’ other professional advisors and utilizing various planning and reporting tools.

Aymeric Martinoia is a financial advisor with VIE INVEST, LLC in Houston, TX, holding a Series 66 designation and 17 years of industry experience. He has been with VIE INVEST since 2015. Mr. Martinoia is also licensed as an insurance agent and offers insurance products independently or through MassMutual Financial Group as part of his financial planning services. VIE Invest serves high-net-worth individuals, families, and various entities by providing discretionary portfolio management, financial planning, and investment consulting, including private-equity introductions and project due diligence. The firm constructs customized portfolios using model allocations and third-party managers, employing active techniques such as margin and options, and manages over $50 million in client assets.

Patrick Feldman is a financial advisor at SCP Steward Capital Advisers LLC in Houston, TX, with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at SCP Steward Capital Advisers LLC since 2019, previously serving at Steward Securities Group LLC and operating as a self-employed consultant specializing in portfolio and hedge evaluation. Outside of investment advisory, he has provided consulting services through his independent contracting work with TMST, Inc. SCP Steward Capital Advisers LLC offers discretionary investment management and consulting primarily for institutional clients and pooled vehicles, employing fundamental, technical, and cyclical analysis across a broad range of securities. The firm emphasizes tailored strategies aligned with client objectives and risk tolerances, operates on a fee-only basis, and maintains formal compliance controls without physical custody of client assets.

Amy Garza is a financial advisor with Heritage Asset Advisors Ltd., LLP in Houston, TX, holding Series 63 and Series 65 designations and bringing 26 years of industry experience. She has been with Heritage Asset Advisors since 2007. Heritage Asset Advisors is an independent advisory firm with a four-advisor team managing approximately $256 million for about 400 clients. The firm serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities, employing fundamental, technical, and cyclical analysis tailored to each client’s profile and offering both discretionary and non-discretionary account management.

William Garwood is a financial advisor at Cypress Asset Management Inc with 22 years of industry experience. He holds a Series 65 credential and has been with Cypress since 1996. Outside of his advisory role, he is a passive equity owner and limited partner in industrial construction and holding companies. Cypress Asset Management, Inc. provides separately managed portfolio services to individuals, trusts, estates, small businesses, charitable organizations, and retirement plans. The firm emphasizes long-term, fundamental equity investing with a focus on income, cash flow, balance sheet strength, and competitive position, managing a range of distinct strategies tailored to client objectives.