Mercedes Barker is a financial advisor at Equilibria Wealth Management, LLC with 20 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Cetera Advisor Networks and Wells Fargo Clearing. In addition to her advisory role, she owns a business specializing in divorce settlement mediation and financial analysis. She also manages a fruit compote manufacturing and sales company. Equilibria Wealth Management serves individuals, estates, corporations, and other business entities, managing approximately $130 million. The firm offers discretionary asset management and financial planning, employing a portfolio approach that combines fundamental and technical analysis with modern portfolio theory, focusing on a relatively concentrated set of holdings and specialized allocations such as inflation-protected fixed income and gold.

Niamh Aitken is a financial advisor with Forth Capital (USA), LLC, holding a Series 65 designation and two years of industry experience. She has worked at Forth Capital Advisors Limited and Forth Capital USA since 2020, and previously spent three years with Balmoral Asset Management Limited. Forth Capital (USA) LLC primarily serves U.S. resident UK expatriates with UK-based pensions, offering financial planning, UK pension transfer consulting, ongoing asset management, and IRA rollover guidance. The firm provides non-discretionary, tailored advisory recommendations and integrates UK pension transfer workflows in coordination with UK FCA-regulated specialists.

Kurt Box is a CFP® professional with 23 years of industry experience, currently serving at Advocates Wealth Planning in Houston, TX. He has been with Cypress Advisory Services Ltd., LLP since 2005. Advocates Wealth Planning advises individual and high-net-worth clients, combining comprehensive financial planning with discretionary investment management. The firm employs an integrated asset-allocation strategy using customized model portfolios primarily composed of mutual funds and ETFs, while also offering limited insurance brokerage services.

Richard Rainey is a financial advisor with Capital Management Advisors LP in Houston, TX, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He is the founder and CEO of Capital Management Advisors GP, LLC and Capital Management Advisors LP, where he has worked since 2005. Outside of investment advisory, he is also an insurance agent specializing in life and long-term care products and operates a business consulting practice focused on reviewing business plans. Capital Management Advisors LP provides fiduciary investment consulting, portfolio design, and continuous asset management to individuals, families, trusts, retirement plans, and select pooled-vehicle investors. The firm employs a values-based, family-centered consultative process with long-term, passively oriented asset-class portfolios, supplemented by selected alternative investments and supported by macroeconomic, fundamental, and technical analysis.

Drew Kittey is a financial advisor at Fruth Investment Management in Houston, TX, holding a Series 65 credential with six years of industry experience. Prior to joining Fruth Investment Management in 2018, he worked at Phillips 66 and ENGIE NA. Fruth Investment Management is a fee-only registered investment adviser managing approximately $404 million in assets for individuals, trusts, foundations, and corporate clients. The firm employs a tailored investment approach focusing on direct stock ownership combined with fundamental and technical analysis, maintaining low portfolio turnover and avoiding options, futures, hedge funds, or margin.

John Moore is a financial advisor at Equilibria Wealth Management, LLC with 43 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at firms including Wells Fargo Clearing and Cetera Advisor Networks. Outside of his advisory role, he is involved in non-investment businesses including manufacturing fruit compotes with Equilibria Earth and real estate through Gabrianna LLC. Equilibria Wealth Management manages approximately $130 million for about 115 clients, providing discretionary asset management and financial planning to individuals, estates, corporations, and other entities. The firm’s investment approach centers on model portfolios combining fundamental and technical analysis, with relatively concentrated security weightings and allocations to inflation-protected fixed income and gold.

Garrett Pool is a financial advisor with Access Financial Group, LLC in Katy, TX, holding a Series 66 designation and 12 years of industry experience. He previously worked at Edward Jones for eight years before joining Access Financial Group in 2021. Outside of his advisory role, Garrett referees high school basketball games with the Fort Worth Basketball Officials Association. Access Financial Group provides discretionary asset management and financial planning to individuals, charitable organizations, and small businesses. The firm manages approximately $39.3 million for about 163 clients, tailoring portfolios using a combination of fundamental and technical analysis and offering regular account reviews and updated financial plans.

Richard Figueroa is a financial advisor at Patron Partners, LLC with 28 years of industry experience. He previously worked at UBS Financial Services Inc for 11 years before joining Patron Partners in 2020. Figueroa serves on the investment committee of Memorial Hermann Healthcare System and is chairman of the Texas Department of Licensing and Regulation commission. He is also a board member of the National Rifle Association. Patron Partners provides investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, retirement plans, and institutional investors. The firm employs a diversified investment approach combining active and passive strategies with continuous portfolio monitoring.

Laura Addington is a CFP® with 22 years of industry experience and has been with Addington Financial Group LLC since 1996. She holds Series 63 and Series 65 licenses. Addington Financial Group provides discretionary and non-discretionary portfolio management and integrated financial planning to individuals, businesses, corporations, and charitable organizations. The firm employs a blend of active and passive investment strategies, using quantitative tools to guide asset allocation and rebalancing, and manages approximately $338 million in discretionary assets for about 94 clients.

Ward Molen is a financial advisor at Centric Advisors, LLC with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Centric Advisors since 2019. In addition to his advisory role, he serves as president of Molen & Associates, LLC, a tax preparation and accounting services business, and has experience as a licensed insurance agent. Centric Advisors provides portfolio management and financial planning services to individuals, high-net-worth clients, corporations, and charitable organizations. The firm combines fundamental, technical, and cyclical analysis in its investment approach and offers both discretionary and non-discretionary portfolio management alongside tailored financial planning.

Sarah Buenger is a CFP® professional with 20 years of experience in financial planning and advisory services. She currently works at RIA Advisors and has held previous roles at Traditions Wealth Advisors, MitchellClark & Company, and other firms. She has lectured on financial planning at Texas A&M University for over 10 years. RIA Advisors provides fee-based investment management and financial planning to individuals, including high-net-worth clients, and institutional retirement plans. The firm employs a blend of fundamental and technical analysis within a Modern Portfolio Theory framework and offers a range of plan-level services for ERISA-qualified plan sponsors.

Daniel Mercer is a financial advisor with Woodstock Wealth Management, Inc. in Houston, TX, holding a Series 66 designation and 18 years of industry experience. He has worked at Woodstock Wealth Management since 2018 and previously held roles at Woodstock Financial Group and Raymond James Financial Services. Mercer is also the owner of Covenant Wealth Management, a DBA office of Woodstock Wealth Management that offers non-securities insurance. Woodstock Wealth Management provides financial planning, discretionary portfolio management, and access to third-party asset managers to individuals, businesses, charities, and retirement plans. The firm manages approximately $629.9 million on a discretionary basis and offers tailored investment strategies, including a performance-based fee program linked to capital appreciation relative to the SPDR S&P 500 ETF.

Sheldon Black is a CFP® professional at Franklin, Parlapiano, Turner & Welch LLC with two years of industry experience. He has held multiple roles within the firm and previously worked at Mariner. Outside of his advisory duties, he serves as treasurer for the Tanglewilde Civic Club in Houston, where he is involved in organizing activities and bookkeeping. Franklin, Parlapiano, Turner & Welch LLC advises high-net-worth individuals, trusts, and estates, providing fee-only asset management and comprehensive financial planning. The firm uses a structured client intake process and fundamental analysis to manage assets across a range of model portfolios, typically on a discretionary basis.

Heather Hofstetter is a ChFC® credentialed financial advisor with 16 years of industry experience. She is currently with Oak Harvest Investment Services, having joined in 2026, and previously worked at firms including Angeles Wealth Management, CETERA Advisor Networks LLC, Girard Securities, and United Capital Financial Advisers. Oak Harvest Investment Services is a team advisory firm that serves individuals, families, high-net-worth clients, and retirement plan sponsors with portfolio management, financial planning, and consulting services. The firm manages client accounts on a discretionary basis and employs a comprehensive asset-allocation process integrating financial planning and risk profiling.

Quincy Caldwell is a financial advisor with Empirikal Partners LLC, holding a Series 66 designation and 14 years of industry experience. He has previously worked at Supreme Alliance LLC and Planmember Securities Corporation and has been self-employed since 2010. Outside of his advisory role, he serves as treasurer for the Old Danville Shepardhill Cemetery board of directors. Empirikal Partners is a team-based registered investment adviser serving individual and high-net-worth clients, as well as trusts, estates, charitable organizations, and businesses. The firm offers discretionary asset management, ERISA retirement-plan advisory services, and hourly financial planning, tailoring portfolios to client objectives using fundamental analysis and ongoing monitoring.

Craig Severin is a CFP® with 36 years of industry experience, currently serving as a financial advisor at RIA Advisors since 2018. He previously worked at LPL Financial, LLC from 2016 to 2018. Severin is also a licensed insurance agent with RIA Insurance Agency LLC. RIA Advisors provides fee-based investment management and financial planning to individuals, including high-net-worth clients, as well as institutional retirement plans. The firm employs a mix of fundamental and technical analysis within a Modern Portfolio Theory framework and offers fiduciary consulting and participant education services for ERISA-qualified plan sponsors.

Lance Roberts is a financial advisor at SimpleVisor with 23 years of industry experience. He holds Series 63 and Series 65 designations and has worked with multiple RIAs, including RIA Global Research, LLC, where he currently provides financial advice. SimpleVisor is an SEC-registered online automated investment adviser offering a digital platform of model portfolios to retail and high-net-worth clients. The firm uses a risk-tolerance questionnaire to match clients with portfolios composed of ETFs, individual stocks, and bonds, employing fundamental, technical, cyclical, and charting analysis in its investment approach.

Charles Scavone is a CFA® charterholder with 11 years of experience in the financial industry. He is currently with Oak Harvest Investment Services and Oak Harvest Financial Group, where he has worked since 2023. His prior experience includes roles at PricewaterhouseCoopers, Patriot Wealth Management, and several alternative asset managers. Oak Harvest Investment Services is a team advisory firm serving individuals, families, high-net-worth clients, and retirement plan sponsors. The firm provides portfolio management, financial planning, and consulting, integrating fundamental and technical analysis with client education through seminars and community-college courses.

Conor Renn is a financial advisor at WBH Advisory, Inc. in Katy, TX, holding a Series 65 designation with three years of industry experience. He previously worked for Baldwin Investment Management, LLC for seven years before joining WBH Advisory. WBH Advisory is a multi-advisor wealth management firm serving individual, trust, retirement-plan, nonprofit, and corporate clients. The firm focuses on discretionary portfolio management combined with financial, estate, and income tax planning, utilizing a fundamental equity analysis approach and integrating technology platforms to enhance its service model.

Don Childress is a CFA® charterholder with 27 years of industry experience, currently serving at Childress Capital Advisors, LLC since 2020. His prior experience includes roles at Stifel, Nicolaus & Company, Incorporated and Barclays Capital Inc. He serves on the board of the Camp Ozark Foundation, which provides a Christ-centered camp experience and mentoring for children and youth. Childress Capital Advisors is an SEC-registered firm managing approximately $826 million across about 327 client accounts with a five-advisor team. The firm offers discretionary investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, and institutions, employing a combination of fundamental, technical, and relative-strength analysis along with both active and passive strategies.