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® and holds a Series 65 license with 19 years of experience in financial planning. She currently works at Cove Wealth Management and has been with Forthright Financial Planning LLC since 2007. Cove Wealth Management provides fee-only investment management, financial planning, and wealth coordination services to individuals, families, trusts, charitable organizations, businesses, and retirement plans. The firm manages approximately $166.6 million and emphasizes customized investment policies, diversified low-cost funds, and a long-term holding strategy while coordinating multiple outside professionals for high-net-worth clients.

Jeremy Joiner is a CFP® professional with 17 years of industry experience, currently serving at Strategic Advisory Services, L.L.C. in Houston, Texas. He holds Series 65 and Series 63 licenses and has been with Strategic Advisory Services since 2012. Strategic Advisory Services, L.L.C. provides discretionary wealth management to individuals, trusts, estates, and business entities, managing over $184 million in discretionary assets. The firm uses institutional programs through SEI Investments while customizing asset allocations and offers portfolio management, third-party money manager oversight, and financial planning services.

Crystal Mckeon is a CFP® professional with 16 years of industry experience, currently serving as an advisor at TSA Wealth Management. Her previous roles include positions at Tri-Star Advisors, Calton & Associates, and Parallax Investments. Outside of finance, she teaches aerial hammock yoga classes at Crystal Yoga Studios. TSA Wealth Management is an SEC-registered adviser that manages discretionary portfolios and provides consulting services to individuals, corporations, and charitable entities. The firm oversees approximately $359 million across diverse client accounts, tailoring portfolios through asset allocation, technical analysis, and regular reviews.

Liebe Miller is a financial advisor at Signature Financial Advisors with 39 years of industry experience. She holds the Series 63 and Series 66 designations. Miller previously worked at H. Beck, Inc., MassMutual Life, and Ostrow Financial Group. She is the founder of Senior Care Advisors of Texas, a consultation and referral service focused on health, social, and financial issues affecting seniors and their adult children. Signature Financial Advisors serves individual investors, closely held businesses, and pension and profit-sharing plans, providing investment supervisory services, manager-of-managers selection, pension consulting, and financial planning. The firm delivers advice on a non-discretionary basis and emphasizes manager selection and monitoring, as well as educational seminars and workshops.

Rory Mackay is a financial advisor with Tiercel Capital Texas LLC, holding a Series 65 credential and 12 years of industry experience. He has been associated with Tiercel Capital Managers Limited since 2010, where he serves as CEO. Outside of his advisory role, Mr. Mackay owns Saker Capital LLC, an investment company focused on oil wells and oil royalties, and is involved with Merlin Factoring LLC, a factoring business. Tiercel Capital Texas LLC provides portfolio management services to individual and high-net-worth clients, emphasizing a value-oriented, fundamental analysis approach that includes equities trading below intrinsic value and special situations. The firm manages primarily discretionary accounts and utilizes a broader range of trading instruments than typical peers, with a small advisory team performing both portfolio management and compliance oversight.

Peter Ivanyi is a CFP® and ChFC® with 19 years of experience in the financial services industry. He is currently with Guided Capital Wealth Management, LLC and has previously worked at VALIC Financial Advisors, INC. and Peloton. Outside of his advisory role, he is also involved as an agent with Agia, focusing on non-securities insurance products. Guided Capital Wealth Management, LLC offers discretionary investment management, financial planning, and pension consulting to individuals, including high-net-worth clients, as well as pension and profit-sharing plans and business entities. The firm employs a range of investment strategies across various risk profiles and manages portfolios primarily through a wrap fee program, overseeing approximately $250 million in discretionary assets.

Christopher Sternau is a CFP® professional with experience in accounting and financial services. He is currently an advisor at Altere Financial, LLC and a partner at Evans Sternau CPA LLC, an accounting firm based in The Woodlands, TX. His background includes roles at Andersen Tax and SG Business Services. Altere Financial, LLC provides financial planning, consulting, and wealth management services to individual and high-net-worth clients. The firm uses a tailored investment approach, combining independent managers and LPL model portfolios across various vehicles, and offers both discretionary and non-discretionary asset management.

Robert Rexford Jr. is a CFP® with 36 years of industry experience, currently serving as an advisor at Rexford Capital, where he has worked since 2003. His credentials also include Series 63 and Series 65 registrations. Rexford Capital is a fee-only, SEC-registered investment adviser managing approximately $151 million for about 62 clients, including affluent individuals, retirees, corporations, retirement plans, trusts, and institutional clients. The firm employs a long-term, behaviorally informed investment approach with a focus on equity exposure complemented by municipal bonds and occasional covered-option strategies, operating under a fiduciary standard.

Richard Grbac is a CFP® professional with 40 years of experience in the financial advisory industry. He has been with Strategic Advisory Services, L.L.C. since 2014 and previously worked with Viking 1082, GP, LLC, The Strategic Group, L.P., and Strategic Advisory Services, L.P. from 2004 to 2017. Strategic Advisory Services serves individual clients, including high-net-worth individuals, as well as trusts, estates, and other entities, providing wealth management, asset allocation, and oversight of third-party money managers. The firm typically uses SEI and other managed account programs, customizing allocations as needed and maintaining ongoing discretionary monitoring to align with client objectives.

Karl Joern is a financial advisor at BEE Financial Partners Wealth, LLC with nine years of industry experience. He holds a Series 65 designation and has worked previously at firms including Impact Partnership Wealth, LLC and Gradient Advisors. Joern is also involved in nonprofit work as a member and educator with the Association of Financial Consultants and serves as a member of the National Association of Registered Social Security Analysts. BEE Financial Partners Wealth, LLC provides investment advisory, financial planning, and consulting services to individuals, trusts, estates, and business entities. The firm uses a combination of fundamental, technical, charting, and cyclical analysis, offering strategies from long-term holdings to short-term trading and option writing, with ongoing account monitoring and financial plan delivery.

Will Oliver is a Series 65-licensed advisor with Founders Capital Management Inc in Houston, TX, where he has worked since 2018. He has seven years of industry experience and previously worked at Booz Allen Hamilton from 2011 to 2018. Founders Capital Management provides customized investment management to individuals, high-net-worth clients, trusts and estates, charitable organizations, pension and profit-sharing plans, and businesses. The firm employs a fundamental analysis-based approach with diversified allocations and offers growth, balanced, or conservative investment profiles tailored to multi-quarter to multi-year horizons.

Sami Shbeeb is a financial advisor at Terraform Wealth, LLC in Houston, TX, holding a Series 65 designation with two years of industry experience. He has been with Terraform Wealth since 2023 and also owns and operates various small business entities. Outside of financial advising, Shbeeb is a licensed Texas real estate agent working with Meridian Real Estate, handling both residential and commercial transactions. Terraform Wealth, LLC provides portfolio management and advisory services primarily to high-net-worth individuals, offering customized Investment Policy Statements and discretionary management across diversified holdings including mutual funds, ETFs, real estate funds, private equity, hedge funds, and other alternatives. The firm employs a range of analytical methods and investment strategies tailored to clients’ goals, tax considerations, and risk tolerance.

Jamie Tulip is a financial advisor at Forth Capital (USA), LLC with three years of industry experience. He holds a Series 65 designation and has worked with Forth Capital Group Limited since 2020, where he serves as a Chartered Financial Planner and Pension Transfer Specialist. His prior experience includes roles at WI Investment Group, Skybound Wealth Management, and London & Country Mortgages. Forth Capital (USA), LLC primarily serves UK expatriates in the United States who hold UK-based pensions, providing financial planning, pension transfer advice, portfolio management, and investment consulting. The firm offers non-discretionary advisory services with an emphasis on transatlantic retirement solutions and coordination with FCA-regulated pension-transfer specialists across multiple jurisdictions.

Daniel Blum is a Series 65-licensed financial advisor at Evan Capital with 10 years of industry experience. He has held roles at Caneel Consulting, TRE Lodging Investors, and QUAI Ventures, and currently manages Glenhaven Capital LLC and Blum Realty Ventures LLC. Blum serves on the Board of Directors of the Cholangiocarcinoma Foundation, where he chairs the Investment Committee. Evan Capital provides discretionary investment advice and portfolio management primarily to individuals, small businesses, corporations, and charitable funds. The firm uses a data-driven, quantitative, and rules-based approach focusing on ETFs and equities, offering tactical allocations across various asset classes and managing client accounts on a discretionary basis.

Samir Sinha is a CFA® charterholder with 11 years of industry experience. He is currently an advisor at Stavis Wealth Transfer Solutions, where he has worked since 2025. Prior to this, he held positions at Franklin Templeton, Post Oak Private Wealth Advisors, and Sinsonte Capital Management. Stavis Wealth Transfer Solutions specializes in integrated wealth transfer, financial and estate planning, and asset management for high-net-worth individuals, families, family offices, trusts, and foundations. The firm focuses on coordinating estate and trust services with other professional advisors and offers tailored, goals-based planning and supervisory oversight of investment subaccounts within various insurance structures.

Dell Thomason is a financial advisor at Joyce Wealth Management, LLC with 33 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at J.D. Joyce Investment Management Group, LLC and Wells Fargo Advisors Financial Network, LLC. He has been with Joyce Wealth Management since 2023. Joyce Wealth Management provides financial planning, consulting, and investment management services to individuals, trusts, estates, charitable organizations, and retirement plans. The firm uses a combination of fundamental and technical analysis to tailor portfolios across various investment vehicles, focusing on client-specific factors such as risk tolerance and cash-flow needs.

Bradley Grasl is a financial advisor at Tiercel Capital Texas LLC with seven years of industry experience. He holds a Series 65 designation and has worked at Virteom LLC, Sinai Capital, and in community college roles prior to joining Tiercel Capital Texas. Tiercel Capital Texas LLC provides portfolio management services to individual and high-net-worth clients, managing both discretionary and non-discretionary accounts. The firm employs a value-oriented equity approach supplemented by short-term special situations and uses fundamental analysis across a broad range of instruments.

Lynn Elliott is a financial advisor at Fortiter Wealth Management, LLC in Houston, TX, with 25 years of industry experience. He holds a Series 66 designation and has been with Fortiter since 2014. Outside of his advisory role, he owns an entity formed to purchase an airplane for personal use. Fortiter Wealth Management serves high-net-worth individuals, trusts, retirement plans, and corporate clients, providing portfolio management, financial planning, and retirement plan consulting. The firm employs a process grounded in fundamental analysis and modern portfolio theory to create diversified portfolios, utilizing model portfolios, independent managers, and sub-advisors while monitoring accounts regularly to align with client objectives and risk tolerances.

James Keys Jr. is a financial advisor with LPL Financial, holding the ChFC® and Series 63 designations and bringing 34 years of industry experience. He has been with LPL Financial since 2002 and also operates Neal Financial Group, LP, which provides fixed insurance products. In addition to his advisory roles, Keys is a partner in a family business involved in purchasing and renovating homes for resale. LPL Financial offers advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm provides a variety of investment delivery options supported by an in-house research team and combines large-scale advisory operations with a range of non-advisory financial products.