Juan Medina is a financial advisor at ACP Capital Management, LLC with five years of industry experience. He holds a Series 66 designation and has worked at firms including REL Capital Advisors, FigTree Financial USA, Inc, Banorte-Ixe Securities International, Ltd., and Morgan Stanley. Outside of his advisory role, Medina consults for Artemis Green LLC, focusing on commercial strategies related to sustainability initiatives. ACP Capital Management provides discretionary and non-discretionary investment management to private funds, institutional accounts, separately managed accounts, and high-net-worth individuals. The firm employs a combination of proprietary and third-party model portfolios and offers consolidated wealth reporting, managing a range of investments including ETFs, UCITS, structured products, and emerging-market fixed income.

Lingyun Yang is a financial advisor at RHP Wealth Management in Houston, TX, holding a Series 66 designation with less than one year of industry experience. Prior to joining RHP Wealth Management, Yang held roles at Equitable Advisors, LLC and Royal Harbor Partners, LLC, among others. RHP Wealth Management is a five-advisor team managing approximately $345 million in discretionary assets, serving individuals, trusts, estates, charitable organizations, corporations, and other business entities. The firm employs a diversified, tax-aware investment approach with discretionary portfolio management and offers a range of wealth management services including financial planning and retirement plan consulting.

Jamie Staggs is a CFP® professional with five years of industry experience, currently affiliated with Lifestyle Asset Management, Inc. He has held roles at several firms, including Cetera Advisors LLC and First Allied Securities, Inc. Staggs also has responsibilities in financial planning within his current firm. Lifestyle Asset Management, Inc. provides advisory services to a range of clients, including individuals, retirement plans, and trusts, managing approximately $571 million in discretionary assets. The firm employs a client-specific investment approach that incorporates various asset types and analytical methods, offering both discretionary and non-discretionary portfolio management along with fiduciary services under ERISA.

Paul Roberts III is a financial advisor at RWM Capital, LLC with nine years of industry experience. He holds the Series 65 designation and has been involved with multiple related firms, including Foundations Investment Advisors, LLC, and Roberts Wealth Management of MS, LLC, where he serves as president and independent agent. Roberts Wealth Management (RWM Capital, LLC) provides financial planning and fee-based discretionary investment management primarily to individual and high-net-worth clients preparing for or in retirement. The firm employs a multi-office structure and uses tailored asset allocations with model portfolios, sub-advisers, and algorithmic tools to manage approximately $222 million across more than 1,400 client relationships.

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 at Lifestyle Asset Management, Inc. with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including FSC Securities Corporation and Invicta FG. In addition to his advisory role, he is a licensed independent insurance agent specializing in health and life insurance. Lifestyle Asset Management, Inc. serves individuals, retirement plans, trusts, charitable organizations, and other entities, managing approximately $571 million in discretionary assets. The firm offers portfolio management, financial planning, pension consulting, and sub-advisory services, using a client-specific approach that incorporates a range of investment strategies and regular portfolio monitoring.

Lotte Optekamp is a financial advisor with Lifestyle Asset Management, Inc. and holds a Series 63 credential. She has 26 years of industry experience and has been with Lifestyle Asset Management since 2011. Outside of her advisory role, she is a licensed insurance agent who occasionally offers insurance products to clients. Lifestyle Asset Management, Inc. serves individuals, retirement plans, trusts, charitable organizations, and other entities with discretionary and non-discretionary portfolio management, financial planning, and pension consulting. The firm employs a client-specific approach using a variety of investment strategies and serves both its own clients and other registered investment advisers as a sub-advisor and model provider.

Brian Everett is a CFP® professional with over 42 years of experience in financial planning and asset management. He is currently with Lifestyle Asset Management, Inc. and has held roles at firms including Cetera and First Allied Advisory Services. In addition to his advisory work, he serves as a trustee for family living trusts and is involved with Everett Financial Group, where he provides financial planning and consulting services. Lifestyle Asset Management, Inc. advises a broad range of clients, including individuals, retirement plans, and charitable organizations, with approximately $571 million in discretionary assets under management. The firm offers tailored portfolio management and financial planning services, utilizing fundamental, technical, and cyclical analysis, and serves as a sub-advisor and model provider to other registered investment advisers.

Zhaoxia Lin is a financial advisor at RWM Capital, LLC with three years of industry experience. She holds Series 65 and Series 63 licenses and has previously worked at W&S Brokerage Services and Western & Southern Life. Outside of advisory work, she is a full-time insurance sales agent with Western & Southern Life. 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 uses tailored asset allocations, model portfolios, sub-advisers, and algorithmic tools across its multi-office platform to serve approximately 1,437 client relationships.

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 CFP®-certified financial advisor with 11 years of industry experience, currently affiliated with Lifestyle Asset Management, Inc. He has held advisory roles at multiple firms, including Avantax and Everett Financial Group, and has experience managing insurance services as well. Outside of advising, Pompa participates as an executive producer and agent on a recurring radio show. Lifestyle Asset Management, Inc. serves individuals, retirement plans, trusts, charitable organizations, and other entities, managing approximately $571 million in discretionary assets. The firm offers customized portfolio management and financial planning, utilizing fundamental, technical, and cyclical analysis across a variety of investment vehicles, and provides sub-advisory services and proprietary and third-party model portfolios to other registered investment advisers.

Andrea Freedman is a CFP® with over 31 years of experience in financial advising. She has been with Westpark Wealth Advisors, Inc. since 2009 and also worked at Calton & Associates, Inc. since 2017. In addition to her advisory role, Freedman serves as Co-Academic Director and instructor for the CFP® Graduate Certificate Program at the Susanne Glasscock School of Continuing Studies, where she oversees instructors and educational content. Westpark Wealth Advisors provides investment advisory and financial planning services to individuals, trusts, estates, pension and profit-sharing plans, and business entities. The firm employs a range of investment strategies and manages approximately $229 million in assets as of year-end 2024, offering both discretionary and client-directed portfolio management.

Steven Stock is a financial advisor with Lifestyle Asset Management, Inc. and holds Series 63 and Series 65 licenses. He has 22 years of industry experience, including prior roles at First Allied Advisory Services and Cetera Advisors. Outside of advising, he is a partner and co-manager of a recreational fishing camp. Lifestyle Asset Management, Inc. serves individuals, retirement plans, trusts, charitable organizations, and other entities with discretionary and non-discretionary portfolio management, financial planning, and ERISA plan advisory services. The firm employs a client-specific approach that combines fundamental, technical, and cyclical analysis across various investment vehicles and provides sub-advisory and model portfolio services to other registered investment advisers.

Jared Jameson is a CFP® professional with 24 years of industry experience, currently serving at WJ Interests, LLC since 1997. Based in Sugar Land, TX, he is part of a five-advisor team at the firm. 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 constructs strategic asset allocations and selects third-party money managers, employing a disciplined approach that generally avoids market timing and leverage, while offering clients detailed reporting and governance practices.

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 five years of industry experience. He holds a Series 65 credential and previously worked at CBRE Group, Inc and Hess Corporation. In addition to his advisory role, Huddleston is licensed to sell insurance products through unaffiliated companies and receives commission-based compensation for these sales. Early McClintic & McMillan, LLC serves individuals, families, high-net-worth clients, retirement plan sponsors, and foundation trustees, offering portfolio management, financial planning, pension consulting, and adviser selection. The firm employs a blend of quantitative and qualitative analysis to tailor asset allocation and diversification, utilizing third-party managers and model portfolios, and participates in a wrap-fee Separately Managed Account program through Raymond James Consulting Services.

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® professional with 39 years of industry experience. He has been with Early McClintic & McMillan, LLC since 2017 and has a long tenure at Raymond James Financial Services dating back to 1999. Mcclintic is also licensed to sell insurance products through unaffiliated companies, receiving commission-based compensation in this capacity. Early McClintic & McMillan, LLC serves individuals, families, high-net-worth clients, retirement plan sponsors, and foundation trustees, offering portfolio management, financial planning, and pension consulting. The firm employs a combination of quantitative and qualitative analysis and utilizes third-party managers and model portfolios to tailor strategies to client needs.