Crystal Mckeon is a CFP® and holds a Series 66 license with 17 years of industry experience. She is currently with TSA Wealth Management, where she has worked since 2022. Prior to that, she held roles at Tri-Star Advisors, Calton & Associates, and Parallax Investments. Outside of her advisory career, she teaches aerial hammock yoga classes at Crystal Yoga Studios. TSA Wealth Management serves individual and high-net-worth clients, corporations, and charities by providing discretionary investment advisory and portfolio management services. The firm offers estate-planning options through third-party software as part of its advisory services and combines a substantial SEC-registered asset base with a small, three-advisor team, providing client education alongside tailored investment strategies.

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 financial advising. He is currently with Guided Capital Wealth Management, LLC and has previously worked at Valic Financial Advisors for 15 years. Ivanyi also holds an agent position at Agia, where he is involved in non-securities insurance products. Guided Capital Wealth Management provides advisory services to individuals, pension and profit-sharing plans, and business entities, focusing on portfolio management through a wrap fee program. The firm uses an Investment Policy Statement and risk-tolerance models to manage discretionary accounts, blending index and actively managed ETFs, individual stocks, and specialty instruments.

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 financial advisor at Evan Capital with 11 years of industry experience and holds a Series 65 designation. His prior roles include leadership positions at Caneel Consulting, LLC, TRE Lodging Investors, LLC, and Glenhaven Capital LLC. He serves on the board of the Cholangiocarcinoma Foundation as chair of the investment committee and is involved in multiple real estate and lodging investment ventures. Evan Capital provides discretionary investment advice and portfolio management to individuals, small businesses, corporations, and charitable funds. The firm uses a data-driven, quantitative, and rules-based approach focused on exchange-traded funds and equities, with tactical allocations that may include REITs, MLPs, commodities, and investment-grade bonds.

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.

Lucas Drumond is a financial advisor at Drummond Wealth Management in Katy, TX, holding a Series 65 credential and one year of industry experience. Prior to joining the firm, he was a full-time student for nine years. Drummond Wealth Management serves individuals, trusts, estates, charitable organizations, and business entities with fee-based investment advisory and financial planning services. The firm employs a tactical allocation approach using a variety of investment vehicles and manages approximately $61.5 million in assets across both discretionary and non-discretionary accounts.

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. She holds the Series 66 designation and has previously worked at Deutsche Bank Securities Inc. and AllianceBernstein L.P. Elliott is co-owner of a family-owned land entity as part of estate planning. Fortiter Wealth Management serves high-net-worth individuals, trusts, pension and profit-sharing plans, and corporate clients. The firm employs a combination of fundamental analysis and Modern Portfolio Theory to build diversified portfolios, using third-party sub-advisors and proprietary model portfolios, and is notable for its use of margin and borrowing in client accounts.

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.

Rasool Shaik is a CFA® charterholder affiliated with EMC Capital Management, LLC in Houston, TX, with 18 years of industry experience. He has held roles at Doliver Advisors L.P., EMC Asset Management, LLC, Eagle Global Advisors, LLC, and EMC Wealth Management. Shaik serves as the principal of EMC Asset Management, LLC, which acts as the general partner to the EMC Alpha Fund. EMC Capital Management, LLC provides discretionary investment management and retirement plan advisory services, primarily serving high-net-worth individuals, qualified retirement plans, trusts, and small businesses. The firm offers passive, asset-class ETF portfolios and manages private pooled funds using quantitative, factor-weighted strategies that may include derivatives and leverage.

Micah Mills is a financial advisor at CRIS Capital, Ltd. with one year of industry experience. He holds a Series 65 designation and previously worked at Chick-fil-A, SGS, Anytime Fitness, and KYSC. CRIS Capital, Ltd. provides ongoing portfolio management primarily to individual and high-net-worth clients, preparing tailored Investment Policy Statements. The firm employs fundamental analysis and modern portfolio theory in a long-term trading approach, managing accounts on a discretionary basis through a third-party subadvisor.