Joseph Klingen is a financial advisor at Parker Financial Advisors LLC in Houston, TX, holding the PFS™ designation along with Series 63 and Series 65 licenses. He has 30 years of industry experience and has been with Parker Financial Advisors since 2008. Outside of his advisory role, Mr. Klingen owns and operates a tennis racquet stringing business called Stringin' Klingen. Parker Financial Advisors LLC provides wealth management and portfolio management services to individual and high-net-worth clients, using a structured onboarding process and regular progress meetings. The firm’s investment approach is based on Modern Portfolio Theory, emphasizing diversification, long-term asset allocation, and institutional asset-class vehicles.

Michael Saenz is a financial advisor at Drummond Wealth Management with three years of industry experience. He holds a Series 66 designation and previously worked at Stirlingshire Investments and United Planners. Outside of advisory work, he is employed as a data scientist in the oil and gas industry. Drummond Wealth Management serves individuals, trusts, estates, charitable organizations, and business entities, offering fee-based investment advisory and financial planning services. The firm employs a tactical allocation approach across a range of investment instruments and manages approximately $61.5 million in assets for about 129 clients.

Serving the wealth management needs of individuals and families with financial complexity in their lives is Justin's mission, leading him to found Integrity Road Wealth Partners, a fee-only Registered Investment Advisor firm. To learn more about Integrity Road Wealth, please visit www.integrityroadwealth.com. Justin serves clients preparing for and transitioning into retirement. Many of Justin’s clients are high-achieving engineers, pilots, business owners, executives, and attorneys. The clients Justin serves are often preparing to receive a lump sum pension, deferred compensation, or a buyout of their equity interests. Justin’s clients often experience sustained annual income of $200,000 - $2 million pre-retirement, enabling them to accumulate material retirement plan and after-tax assets. While accumulating $2 - $20 million in liquid assets is often quite feasible for the high-income professionals, airline pilots, executives, and business owners Justin serves, navigating the transition into retirement and beyond often warrants the involvement of a skilled professional to provide prudent guidance. In his most recent role as a Wealth Advisor at a national Registered Investment Advisor, Justin advised over 100 primarily high-income and affluent households on an ongoing basis as their primary advisor and financial planner. Prior to the advisor role at the national firm, Justin was Director of Financial Planning at a boutique Registered Investment Advisor in Houston. As Director of Financial Planning, Justin served the holistic wealth management needs of high-income and wealthy families. Alongside of his client advisory responsibilities, Justin was responsible for the company’s portfolio management, reporting, strategic planning, and operations functions. Justin first became interested in personal finance when he was about eight years old, buying his first stock. At Liberty University, Justin earned a Bachelor of Science in Business Administration with a concentration in Financial Planning, graduating Summa Cum Laude on a three-year track. After college, Justin pursued the licensing and advanced certifications required to serve clients effectively. As a Certified Financial Planner® Professional and Certified Kingdom Advisor®, Justin completed training, advanced examination, and a residency-like program before becoming certified. Justin is also an Investment Adviser Representative, having completed the Series 65.

Thomas Chen is a Series 65-licensed financial advisor with seven years of industry experience. He has worked at Chung Wu Investment Group, LLC since 2019. Outside of his advisory role, he is involved in several family businesses, including investment partnerships and equipment sales operations, where he attends partners and board meetings. Additionally, he has worked part-time in marketing activities for a hydraulic equipment manufacturer in the oil and gas industry. Chung Wu Investment Group, LLC provides discretionary investment management and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm manages approximately $147.5 million in discretionary assets and combines customized portfolio management with the operation of a private fund, employing a range of investment strategies including derivatives and tactical asset allocation.

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.

Andrew Sharp is a CFP® with 23 years of industry experience. He currently serves as an advisor at Altere Financial, LLC, joining the firm in 2024 after several years with LPL Financial and prior roles at firms including Charles Schwab and UBS Financial Services. Altere Financial is a registered investment adviser that provides financial planning, consulting, and wealth management services to individual and high-net-worth clients. The firm customizes investment strategies combining independent managers and LPL model portfolios, managing approximately $55 million in assets with a client-directed approach.

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.

Al Devji is an investment advisor representative at Kruse Asset Management, LLC with 32 years of industry experience. Prior to joining Kruse Asset Management in 2025, he worked at Kestra Advisory and KESTRA Investment SERVICES, LLC for nearly a decade. In addition to his advisory role, Devji owns and operates an insurance business focused on health, property, and casualty insurance. Kruse Asset Management serves individuals, trusts, estates, family offices, charitable organizations, and business entities, offering discretionary and nondiscretionary portfolio management along with comprehensive financial planning. The firm employs a blend of Modern Portfolio Theory, proprietary quantitative equity models, and third-party tools to construct and monitor diversified portfolios, incorporating technical indicators, options, and structured products in its investment approach.

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.

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.

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.

Dean Harvey is a CFP® with 28 years of industry experience and is affiliated with Westpark Wealth Advisors, Inc. He has worked at Westpark Wealth Advisors since 2001 and also has experience with Calton & Associates, Inc. He serves as a trustee on the board of the Lydia Patterson Institute, a private Methodist school. Westpark Wealth Advisors provides investment advisory and financial planning services to individuals, trusts, estates, pension and profit-sharing plans, and business entities. The firm uses a range of strategies including long- and short-term purchases, trading, option writing, and third-party money manager arrangements, often managing client assets on a non-discretionary basis.

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.

Zachary Azra is a financial advisor at Early McClintic & McMillan, LLC with three years of industry experience. He holds a Series 65 designation and previously worked at Environmental Improvements, Inc. and Atlas Copco. In addition to his advisory role, he is licensed to sell insurance through unaffiliated companies and receives commission-based compensation for insurance product sales. Early McClintic & McMillan, LLC serves individuals, families, high-net-worth clients, retirement plan sponsors, and foundation trustees by providing portfolio management, financial planning, and pension consulting. The firm employs a combination of quantitative and qualitative analysis in its investment process and participates in a wrap-fee Separately Managed Account program through Raymond James Consulting Services.

Didya Bianchi is a financial advisor at Encompass Advisory Services, LLC with eight years of industry experience. She holds a Series 66 designation and has worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated prior to joining Encompass. Outside of her advisory role, she owns and manages Bianchi Home Inspections and is involved in real estate brokerage through Venture Realty LLC. Encompass Advisory Services is a state-registered investment adviser serving individuals, retirement plans, trusts, estates, charitable organizations, and business clients. The firm provides financial planning, consulting, investment management, and estate-document facilitation, tailoring portfolios across various securities and offering both discretionary and non-discretionary management.