John Havenar is a financial advisor at Hurwitz Associates, Inc. in Houston, TX, holding Series 63 and Series 66 licenses with 31 years of industry experience. He has been with Hurwitz Associates since 2016. Outside of his advisory role, Havenar manages residential rental properties and owns a health and life insurance sales business. Hurwitz Associates provides discretionary and non-discretionary investment management primarily for individual and high-net-worth clients, focusing on asset allocation through Modern Portfolio Theory using individual securities and ETFs. The firm emphasizes long-term, low-turnover portfolio management and involves clients in setting investment objectives.

James Latiolais is a financial advisor with Lifestyle Wealth in Friendswood, TX, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. His prior roles include positions at FSC Securities Corporation and Cetera Advisor Networks. He is also a licensed independent insurance agent providing health and life insurance products. Lifestyle Wealth serves individuals, high-net-worth clients, retirement plans, trusts, corporations, and other registered investment advisers, offering portfolio management, financial planning, pension consulting, and sub-advisory services. The firm employs personalized investment strategies using a mix of proprietary and third-party models and provides ongoing portfolio monitoring and rebalancing.

Lotte Optekamp is a financial advisor with Lifestyle Wealth, holding a Series 63 designation and over 26 years of industry experience. She has worked at several firms including Lifestyle Asset Management, Inc., Woodlands Wealth Management Group LLC, Shield Advisors Corp., FFP Advisory Services Inc., and Aegis Asset Management Inc. Additionally, Ms. Optekamp is a licensed insurance agent and occasionally offers insurance products to clients. Lifestyle Wealth serves individuals, high-net-worth clients, retirement plans, trusts, corporations, and other registered investment advisers. The firm provides portfolio management, financial planning, pension consulting, sub-advisory services, and issues a monthly market commentary, using a mix of proprietary and third-party models tailored to client suitability.

Brian Everett is a CFP® with 42 years of experience in financial advisory services. He is currently with Lifestyle Wealth and has a long career history including roles at Cetera and First Allied Advisory Services. Everett also serves as a trustee for individual living trusts and engages in financial planning consulting and fixed insurance activities through his own firm, Everett Financial Group. Lifestyle Wealth serves individuals, high-net-worth clients, retirement plans, trusts, corporations, and other registered investment advisers. The firm offers discretionary and non-discretionary portfolio management, financial planning, pension consulting, and sub-advisory services, employing personalized investment strategies and a mix of analytical approaches.

Zhaoxia Lin is a financial advisor at RWM Capital, LLC with three years of industry experience. She holds Series 63 and Series 65 licenses and has worked in various roles including insurance sales at Western & Southern Life since 2022. Prior to her financial services career, Lin worked in education and hospitality. Roberts Wealth Management provides financial planning and fee-based discretionary investment management primarily to individual and high-net-worth clients preparing for or in retirement. The firm constructs tailored asset allocations using model portfolios and sub-advisers while employing quantitative algorithms for portfolio management.

I'm a former process research engineer - B.S. University of Louisiana at Lafayette, M.S. and Ph.D. in chemical engineering from the University of Texas at Austin. Upon graduating I joined Dow Chemical and had a productive 12-year career obtaining numerous patents and helping commercialize several products and processes. I enjoyed my Dow career, but there was something I enjoyed more. When Covid stopped the world, I re-evaluated my options and chose to pursue a passion. In 2022, I left a promising career at Dow to enroll in the CERTIFIED FINANCIAL PLANNER™ education program at Rice University. In April 2023, I launched Scientific Financial. I apply a scientific mindset and don't mindlessly accept doing things the "way they've always been done". I challenge the status quo and seek to do things better. Critical thinking has helped technology and the world move forward in the past decades. Financial planning should move forward too.

Jesus Pompa is a financial advisor with Lifestyle Wealth in Friendswood, TX, holding the CFP® and Series 66 designations and possessing 11 years of industry experience. His prior roles include positions at Avantax Advisory Services and Capital One Investing. Outside of advisory, he is a part-owner of a real estate business and serves as an executive producer and recurring participant on a radio show. Lifestyle Wealth serves a range of clients including individuals, high-net-worth clients, retirement plans, and corporations, offering portfolio management, financial planning, pension consulting, and sub-advisory services. The firm employs a personalized investment approach utilizing proprietary and third-party models across various asset classes, and is active as a model and signal provider as well as a sub-advisor to other advisers.

Andrea Freedman is a CFP® professional with over 31 years of experience in the financial services industry. She has been with Westpark Wealth Advisors, Inc. since 2009 and previously worked at Merrill, Stanford Group Company, IMS Securities, Inc., and Calton & Associates, Inc. Freedman serves as a co-academic director and instructor for the CFP® Graduate Certificate Program at the Susanne Glasscock School of Continuing Studies. Westpark Wealth Advisors provides investment advisory and financial planning services to individuals, trusts, estates, pension and profit-sharing plans, and business entities. The firm offers various portfolio management strategies and financial planning options tailored to clients' objectives and risk tolerance, with many client assets managed on a non-discretionary basis.

Steven Stock is a financial advisor with Lifestyle Wealth who holds Series 63 and Series 65 licenses and has 22 years of industry experience. His prior work includes roles at 42 Options LLC and Cetera Advisors LLC, among others. Outside of his advisory work, he is a partner and co-manager of a recreational fishing camp. Lifestyle Wealth serves individuals, high-net-worth clients, retirement plans, trusts, corporations, and other registered investment advisers. The firm offers discretionary and non-discretionary portfolio management, financial planning, pension consulting, sub-advisory services, and monthly market commentary, employing a blend of investment models and ongoing portfolio monitoring.

Jared Jameson is a CFP® with 25 years of experience in financial advising, currently working at WJ Interests, LLC since 1997. He is based in Sugar Land, TX, and is part of a seven-advisor team. WJ Interests primarily serves individual and high-net-worth families, along with trusts, estates, retirement plans, and select corporate clients, managing approximately $634 million across about 233 client relationships. The firm focuses on ongoing financial planning and discretionary investment management, using strategic asset allocation and third-party due diligence to select external money managers, with an emphasis on long-term relationships and generally avoiding leveraged or short positions unless requested.

Mateo Salmeron is a CFP® with three years of industry experience currently serving at WJ Interests, LLC. His prior work includes roles at Texas A&M University and Holistplan. WJ Interests primarily serves individual and high-net-worth families, along with trusts, estates, retirement plans, and select corporate clients, managing approximately $634 million across about 233 client relationships. The firm offers ongoing financial planning and discretionary investment management, emphasizing long-term manager relationships and a thorough due diligence process.

Abdurrahman Naser is a financial advisor at Hurwitz Associates, Inc. in Houston, TX, with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Hurwitz Associates since 2012. Hurwitz Associates provides discretionary and non-discretionary investment management primarily for individual and high-net-worth clients, focusing on asset allocation through Modern Portfolio Theory using individual securities and ETFs. The firm emphasizes long-term, low-turnover portfolio management and involves clients in setting investment objectives.

David Huddleston is a financial advisor at Early McClintic & McMillan, LLC with six years of industry experience. He holds a Series 65 designation and previously worked at CBRE Group, Inc. and Hess Corporation. Huddleston is also licensed to sell insurance through unaffiliated companies, receiving commission-based compensation for these activities. Early McClintic & McMillan provides financial planning, portfolio management, pension consulting, and third-party manager selection services to individuals, families, retirement plan sponsors, and foundation trustees. The firm combines quantitative and qualitative analysis with strategic asset allocation and offers wrap-fee separately managed accounts through the Raymond James platform.

Glenn Royal is a CFP® professional with 31 years of industry experience, currently serving at RHP Wealth Management. His career includes roles at Royal Harbor Partners, Purshe Kaplan Sterling Investments, Bank of America, and Merrill Lynch. RHP Wealth Management is a five-advisor team managing approximately $345 million in discretionary assets for individuals, trusts, estates, and various organizations. The firm employs a diversified, tax-aware investment approach with multiple model strategies and offers services ranging from discretionary investment management to retirement plan consulting.

Brandon Arns is a CFP® with 11 years of industry experience and is currently a financial advisor at WJ Interests, LLC. He has been with the firm since 2014. WJ Interests provides tailored financial planning and discretionary investment management primarily for individual and family clients, as well as corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm focuses on strategic asset allocation and selects third-party money managers to implement security selection, avoiding market timing and leverage unless specifically requested by clients.

Scott Mcclintic is a CFP® with 40 years of industry experience, currently serving at Early McClintic & McMillan, LLC since 2017. Prior to this, he worked at Raymond James Financial and Raymond James Financial Services, Inc. for a combined 18 years. He is also licensed to sell insurance through unaffiliated companies, receiving commission-based compensation for these activities. Early McClintic & McMillan, LLC provides financial planning, portfolio management, pension consulting, and third-party manager selection for individuals, families, retirement plan sponsors, and foundation trustees. The firm combines quantitative and qualitative analysis with strategic asset allocation and offers wrap-fee separately managed account solutions through its integration with the Raymond James consulting platform.

Richard Early is a financial advisor with Early McClintic & McMillan, LLC, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has worked at Early McClintic & McMillan since 2017 and previously spent 18 years at Raymond James Financial and its affiliates. In addition to his advisory role, he is licensed to sell insurance through unaffiliated companies. Early McClintic & McMillan provides financial planning, portfolio management, pension consulting, and third-party manager selection for individuals, families, retirement plan sponsors, and foundation trustees. The firm combines quantitative and qualitative analysis with strategic asset allocation and utilizes the Raymond James platform to offer wrap-fee separately managed accounts and trust services.

Jared Pitts is a financial advisor at Lifestyle Wealth with three years of industry experience. He has worked at Lifestyle Asset Management since 2023 and has been an independent insurance agent with GIA Insurance Agency since 2011. Lifestyle Wealth serves individuals, high-net-worth clients, retirement plans, trusts, corporations, and other registered investment advisers. The firm offers personalized portfolio management, financial planning, pension consulting, and sub-advisory services, employing a range of strategies and ongoing portfolio monitoring.

Jonathan Lopez is a financial advisor at Public Advisors LLC with four years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Charles Schwab. Outside of finance, he works part-time on weekends as an eStore shopper for H-E-B. Public Advisors serves primarily individual investors through an internet-only advisory platform, offering discretionary portfolio management with a software-driven investment process that includes Treasury ladders, direct indexing, and AI-customized portfolios. The firm manages over 4,500 clients through eight advisors and delivers services exclusively via its website and mobile app.

Austin James is a financial advisor with WJ Interests, LLC, holding a Series 65 credential and beginning his industry career in 2026. His prior experience includes roles at Inscription Capital and various positions outside the financial sector, including at Texas Tech University and Longhorn Steakhouse. WJ Interests, LLC serves individual and high-net-worth families, trusts, estates, retirement plans, and select corporate clients, managing approximately $634 million across about 233 client relationships. The firm focuses on strategic asset allocation using external money managers, emphasizes long-term manager relationships, and offers additional services such as succession and exit planning for closely held business owners.