Evan Withner is a financial advisor with APM Wealth in Jersey Village, TX, holding a Series 65 designation and two years of industry experience. Prior to joining APM Wealth, he worked at Cypress Fairbanks ISD and operated a sole proprietorship focusing on music performance and education, including hosting saxophone summer camps through The Young Saxophonist's Institute, LLC. APM Wealth serves individual and high-net-worth clients, particularly physicians specializing in anesthesiology and pain management. The firm provides discretionary investment management, Personal CFO services, and business consulting, utilizing primarily ETFs and mutual funds with an emphasis on low-cost, broadly diversified, and tax-aware portfolio construction.

Tyler West is a CFP® professional with one year of industry experience, currently serving at C.L. Sheldon & Company, LLC. His prior roles include positions at Your Money Line and Upward Bound, as well as experience with Broome County Government and the United States Army Reserves. C.L. Sheldon & Company is a small, fee-only advisory firm focusing on individual and high-net-worth clients. The firm offers bundled financial planning, wealth management, standalone consulting, and financial coaching, with an emphasis on asset-allocation-driven portfolios managed on a non-discretionary basis.

Chukwuemeka Uzoukwu is a financial advisor at Dynamique Capital Advisors with 12 years of industry experience. He holds Series 66, 65, and 63 licenses and has previously worked at New York Life and Avendrill LLC. Outside of his advisory role, he serves as a non-compensated member of the Board of Governors at Dover College and as a non-executive director of Guinea PLC. Dynamique Capital Advisors primarily serves high-net-worth individuals and plan sponsors, offering discretionary portfolio management, retirement plan consulting, and financial planning with a tactical asset allocation approach that incorporates fundamental, technical, cyclical, and event-driven analysis.

Steven Frueh is a financial advisor with Wealth Management Investment Advisors, LLC, holding a Series 66 designation and 19 years of industry experience. He has worked at firms including Sonnet, LLC, Regal Investment Advisors LLC, Onyx Wealth Advisors, Inc., and Valic Financial Advisors. He is involved in multiple business activities, including ownership and management roles in affiliated registered investment advisors. Wealth Management Investment Advisors, LLC serves individual and high-net-worth clients, trusts, small businesses, and churches by providing comprehensive financial planning and wealth-management consulting. The firm advises on goals and asset allocation and refers clients to third-party money managers who implement investment strategies.

John Mcalister is a financial advisor at McAlister, Sweet & Associates, Inc. in Houston, TX, holding Series 63 and 65 credentials with 27 years of industry experience. Prior to joining his current firm in 2017, he worked at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. from 2002 to 2017. He also provides tax preparation services to clients as part of his advisory role. McAlister, Sweet & Associates offers financial planning and portfolio management to individuals, families, high net worth clients, and business entities. The firm employs a variety of analytical methods and investment strategies, managing approximately $224 million in assets across three advisors, and sponsors a wrap fee program that includes advisory services and transaction costs.

Clark Blackman III is a CFP®, CFA®, and PFS™ with 11 years of industry experience. He has worked at Alpha Wealth Strategies, LLC since 2019 and previously held roles at AG Installers and Patriot Wealth Management, Inc. Clark is based in Cypress, TX. Alpha Wealth Strategies serves individual investors, high-net-worth clients, trusts, estates, and closely held corporate accounts with discretionary portfolio management, manager selection, and segmented financial planning. The firm employs a long-term, mean/variance optimization approach grounded in modern portfolio theory, emphasizing diversified asset allocation and periodic rebalancing rather than market timing.

James Roth is a CFP® and holds a Series 66 license, with 12 years of experience in the financial advisory industry. He is the principal advisor at Roth Financial Partners LLC, where he has worked since 2020, following seven years at Raymond James Financial Services Advisors. Roth Financial Partners LLC provides discretionary investment advisory services and standalone financial planning to individuals, business entities, trusts, and estates. The firm focuses on portfolio management for individual and high-net-worth clients, utilizing fundamental and technical analysis to implement diverse investment strategies across multiple asset classes.

Roberto Ortega is a CFP® with 11 years of industry experience and is currently affiliated with Ridgeoak Wealth. His prior roles include positions at Charles Schwab and Fidelity Personal and Workplace Advisors. Ortega is also connected to NHABLA LLC, the corporate entity operating Ridgeoak Wealth. Ridgeoak Wealth is a registered investment adviser serving individual and high-net-worth clients, managing approximately $33.3 million across about 25 clients with a two-advisor team. The firm provides comprehensive financial planning and discretionary portfolio management, employing a blend of Modern Portfolio Theory, passive ETFs, and multiple analytical methods to inform its rules-based core portfolios and blended allocations.

Richard Fruth is a financial advisor at Fruth Investment Management in Houston, TX, with 33 years of industry experience. He has been leading Richard J. Fruth & Associates, Inc. since 1992. He holds the Series 63 designation. Fruth Investment Management is a fee-only registered investment adviser serving individuals, trusts, foundations, and corporate clients. The firm focuses on discretionary portfolio management with a stock-focused strategy that combines fundamental and technical analysis, maintaining low portfolio turnover and typically avoiding mutual funds, ETFs, options, futures, and margin.

Klinton Olive is a financial advisor at Olive Wealth Management with 19 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Olive Wealth Management since 2016. The firm manages approximately $83.9 million for about 54 clients, including individuals, high-net-worth clients, small businesses, trusts, and retirement plans. Olive Wealth Management focuses on diversified global asset-class portfolios, tax efficiency, and cost minimization, offering discretionary portfolio management, integrated financial planning, and specialized 401(k) consulting services.

Peter Roth is a CFP® with 42 years of experience in the financial industry. He is the principal at Roth Financial Partners LLC, where he has worked since 2020. Prior to that, he held advisory roles at Raymond James Financial Services Advisors and related entities from 2010 to 2020. Roth Financial Partners LLC provides discretionary investment advisory services and standalone financial planning to individuals, business entities, trusts, and estates. The firm focuses on portfolio management for individual and high-net-worth clients, employing fundamental and technical analysis across various asset classes and utilizing independent managers and wrap programs.

Kymberly Watson is a financial advisor at Fruth Investment Management in Houston, TX, holding a Series 66 designation with 12 years of industry experience. She has been with Ameriprise and Ameriprise Financial Services, Inc. since 2013. Fruth Investment Management is a fee-only registered investment adviser serving individuals, trusts, foundations, and corporate clients with discretionary portfolio management. The firm emphasizes tailored asset allocation and individual stock selection through fundamental and technical analysis, maintaining a concentrated, long-term investment approach with low turnover.

Job Louimeus is a financial advisor at Exos Wealth Strategies, LLC with nine years of industry experience. He holds the ChFC® designation along with Series 65 and Series 63 licenses. Prior to joining Exos in 2020, he worked at Centric Advisors, LLC and operated his own consulting practice. Outside of advisory services, he owns a mortgage brokerage business where he assists clients with home loan and refinancing needs. Exos Wealth Strategies serves individuals, trusts, estates, and retirement plans by providing investment management, financial planning, and retirement plan consulting. The firm constructs individualized asset allocations primarily using mutual funds and ETFs, offers discretionary and non-discretionary services, and has affiliated private pooled investment vehicles.

Bryan Powell is a Series 65 licensed financial advisor with Stability Partners Advisory Group, LLC, bringing 15 years of industry experience. He has held roles at Stability Partners since 2010 and is also the managing partner of an insurance sales business. In addition, he owns Stability Partners Property Management, Inc. Stability Partners Advisory Group provides fee-based financial planning, portfolio management, and retirement-plan advisory services to individuals and businesses. The firm operates as a co-advisor to a third-party money manager, managing approximately $141 million in discretionary assets primarily through model portfolios.

Robert Pascarella is a financial advisor at Peerless Wealth with two years of industry experience. He holds a Series 65 designation and has prior roles at Peerless ETFs, LLC and Entergy Services, Inc., where he is also a licensed professional engineer in Texas for thermal/fluid systems. Peerless Wealth serves individuals, families, trusts, business entities, charities, and qualified retirement plans, providing financial planning, discretionary investment management, and consulting services. The firm uses a strategic asset-allocation framework and a proprietary portfolio construction methodology, managing custom client portfolios, model portfolios, and acting as a sub-adviser to an exchange-traded fund.

Jammie Lowe is a financial advisor with BWS Investment Management, LLC in Houston, TX, holding a Series 66 designation and nine years of industry experience. Prior to joining BWS Investment Management in 2021, Lowe worked at Corvee LLC and Cambridge Investment Research Advisors, Inc., among other firms. Lowe also serves as Investment Director at Baker Wealth Strategies, LLC, dedicating significant time to this role. BWS Investment Management provides financial planning and investment advisory services to individuals, high-net-worth clients, and small businesses. The firm emphasizes customized financial planning followed by the selection and oversight of pre-screened third-party investment managers, serving a mix of individual and corporate clients while acting as a limited fiduciary for employer-sponsored retirement plans.

Nicola Barton is a financial advisor at Forth Capital (USA), LLC with one year of industry experience. She holds the Series 65 designation and has worked at Forth Capital since 2019. Prior to her advisory role, she was employed at Landry's Post Oak Hotel and Ron's Pub. Forth Capital primarily serves UK expatriates in the United States who hold UK-based pensions, providing financial planning, pension transfer advice, and portfolio management. The firm focuses on transatlantic retirement solutions and works closely with UK FCA-regulated pension-transfer specialists and affiliated entities across multiple jurisdictions.

Stephen Caton is a CFP® with 42 years of industry experience, currently serving as a financial advisor at Patron Partners, LLC since 2020. He previously worked at UBS Financial Services Inc. for 11 years. In addition to his advisory role, he is a licensed insurance agent in Houston, TX. Patron Partners provides investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, retirement plans, and institutions. The firm combines active and passive strategies with various analytical techniques and offers both ongoing portfolio management and tailored financial consultations.

Joshua Graber is a CFP® professional affiliated with Penney Financial, where he has worked since 2024. He has prior experience with Ice Designs Houston, LLC and DST Performance Enhancement, LLC. Penney Financial provides comprehensive financial planning and advisory services to individuals, families, high-net-worth clients, trusts, estates, charitable organizations, and small businesses. The firm emphasizes a planning-first process, uses goal-based and cash-flow planning, and manages portfolios primarily with low-cost mutual funds and ETFs.

Michelle Smith is a financial advisor at Penney Financial with five years of industry experience. She holds a Series 66 designation and previously worked at Questar Asset Management and Questar Capital Corporation. Outside of her advisory role, she is also an assistant project manager at Metropolitan Glass. Penney Financial provides comprehensive financial planning and advisory services primarily to individuals, families, and high-net-worth clients. The firm employs a planning-first approach supported by academic and quantitative research, managing portfolios mainly with low-cost mutual funds and ETFs through a buy-and-hold strategy and proprietary portfolio models.