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.

Andre Norman is a financial advisor with Gravity Advisers LLC in Houston, TX. He holds Series 66 and Series 63 credentials and has worked in the financial services industry since 2016, including roles at Jellifin Financial, Inc., Tradier, Inc., and Opencash Finance, Inc. He is also involved with Norman Hospitality Group LLC. Gravity Advisers LLC provides digital portfolio management to individual investors through an online platform that offers preselected managed portfolios and AI-assisted custom portfolio construction. The firm combines rules-based implementation with automated rebalancing and limits managed holdings to individual equities and unleveraged ETFs, with discretionary authority granted only after client approval.

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 with 14 years of industry experience, currently serving as an advisor at Cypress Asset Management Inc in Houston, TX. He has been with Cypress since 1996, contributing over 30 years to the firm. Cypress Asset Management is an independent SEC-registered adviser managing approximately $455.8 million for about 71 clients, including individuals, families, trusts, estates, small businesses, charitable organizations, and pension/profit-sharing plans. The firm employs a long-term, fundamentals-driven investment approach across customized equity and fixed-income strategies, and also provides sub-advisory services to broker-dealers and trust companies.

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.

Glenn Cook is a financial advisor at Triumph Wealth Advisors, Inc. with 19 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with firms including World Equity Group and TCM Securities. Outside of his advisory role, Cook serves as a committee member and budget counselor for the People In Need benevolence committee at Clear Creek Community Church. Triumph Wealth Advisors provides non-discretionary asset management, financial planning, and consultation services to individuals, high net worth clients, and businesses, tailoring portfolios to clients’ financial conditions, objectives, and risk tolerances. The firm emphasizes client approval of transactions and utilizes a combination of equities, fixed income, mutual funds, and ETFs, while also maintaining solicitor relationships with outside managers.

Loyd Stegent is a CFP® and PFS™ with 27 years of industry experience. He is affiliated with Stegent Equity Advisors Inc. in Houston, Texas, and has been involved with Stegent Equity Advisors since 1995 and Stegent Financial Services, PC since 1996. In addition to his financial advisory work, he maintains an active role as a Certified Public Accountant. Stegent Equity Advisors provides personal financial planning and investment management services to individuals, high-net-worth clients, closely held business owners, and charitable organizations. The firm employs a combination of fundamental and technical analysis with a buy-and-hold strategy, offering discretionary management and ongoing oversight of independent managers and investment accounts.

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.

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.

Carolyn Douglas is a CFP® with 22 years of industry experience and has been with Integra Wealth Advisors, LLC in Houston, TX since 2011. She holds a Series 65 license and works at a firm with a total of two advisors. Integra Wealth Advisors provides fee-only wealth management and financial planning services to individuals, high-net-worth families, trusts, estates, and business owners. The firm offers comprehensive financial planning and investment management through an integrated approach that addresses both asset allocation and clients’ behavioral factors, utilizing a combination of passive and active managers along with alternative strategies when appropriate.

James Lundgren is a financial advisor at HG Capital Advisors, LLC in Houston, TX, with 22 years of industry experience. He has been with HG Capital Advisors since 2001 and previously worked at Concert Wealth Management, Inc. Additionally, he is a principal of Ginger House Music, LLC, managing music promotion and booking. HG Capital Advisors provides discretionary portfolio management and advisory services to individuals, institutions, small businesses, other advisers, and investment companies. The firm employs strategic asset-allocation models and proprietary market-timing programs, offering both discretionary management and licensed timing signals to third parties.

Justin Haywood is a CFP® professional with 10 years of industry experience, currently serving as an advisor at Haywood Wealth Management in Houston, TX. He has worked at firms including Royal Harbor Partners and VALIC Financial Advisors, and he is also an independent licensed insurance agent. Haywood Wealth Management provides advisory services to individual and high-net-worth clients through discretionary portfolio management, comprehensive financial planning, and participant account management. The firm emphasizes documented client goals and risk tolerance, employing fundamental analysis, modern portfolio theory, and quantitative methods with a long-term trading approach.

Marc Schindler is a CFP® with 23 years of industry experience and has been with Pivot Point Advisors, LLC since 2004. He holds Series 63 and Series 65 licenses and is based in Bellaire, TX. Pivot Point Advisors, LLC provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, private investment entities, trusts, estates, charitable organizations, and small businesses. The firm uses quantitative and semi-quantitative long-only stock strategies combined with ETF portfolios, managing accounts on a discretionary basis with a focus on algorithmic and human-overlay approaches.

Thomas Kennedy is a CFP® professional with 18 years of experience in the financial services industry. He currently serves as an advisor at Alteris Capital Partners, LLC and has prior experience at Global Wealth Advisors, Commonwealth Financial Network, and Prudential Investment Management Services. Outside of his advisory role, he is co-owner of Business Financial Group Human Resource Management, an HR consulting and payroll services firm. Alteris Capital Partners provides discretionary investment management, financial planning, and business consulting to individuals, trusts, estates, and institutional clients. The firm emphasizes customized, long-term portfolios using low-cost mutual funds and ETFs, with an investment process that incorporates fundamental, technical, and cyclical analysis.

Ann Miller is a financial advisor with Affinity Capital, L.P. in Houston, TX, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. She has operated A. Miller Investment Advisors, L.P. since 1995. Miller serves as an NASD arbitrator, contributing to dispute resolution in securities matters. Affinity Capital provides portfolio management, retirement plan consulting, and financial planning services to individuals, retirement plan sponsors, trusts, estates, and charitable organizations. The firm employs a variety of investment strategies incorporating mutual funds, ETFs, individual equities, and fixed income, with ongoing account monitoring and consolidated reporting.

Jennifer Migdal is a CFP® with 20 years of industry experience and currently serves at Cove Wealth Management. She previously worked at Valued Retirements for four years and Forthright Financial Planning LLC for 15 years. Cove Wealth Management provides discretionary, fee-only investment management supported by financial planning and wealth coordination services to individuals, families, trusts, estates, and select institutional clients. The firm serves a mix of high-net-worth and non-HNW clients, often successful professionals and business owners, using a diversified core of low-cost ETFs and mutual funds supplemented by individual securities and outside Independent Managers.