J. Pannell is a CFP® professional with 24 years of industry experience, currently serving as the sole advisor at DP Capital Management, Inc. in Houston, TX. He has been with the firm since 2008. DP Capital Management, Inc. provides discretionary investment management along with financial planning and consulting services to individuals, families, trusts, and retirement plans. The firm employs a long-term purchase strategy based on fundamental, technical, and cyclical analysis, managing diversified portfolios that may include stocks, bonds, mutual funds, ETFs, and other securities.

Gary Kinder is a financial advisor at Wealth Architects, LLC with 39 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to founding Wealth Architects, he was involved with Gradient Wealth Management and Gradient Securities. In addition to his advisory work, Kinder owns CPA Advisory Network, which provides marketing services to CPA firms seeking to establish financial services divisions. Wealth Architects, LLC is a fee-based financial planning firm serving individual and high-net-worth clients through fixed-fee plans, educational seminars, and co-advisory arrangements with third-party money managers. The firm acts as an adviser and referral source, utilizing a third-party platform that employs modern-portfolio asset allocation and discretionary trading, while Wealth Architects supports client onboarding and periodic reviews.

John Gray is a financial advisor at Hamilton Gray Wealth Management LLC in Houston, TX, with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has been with his independent firm since 2016. Hamilton Gray Wealth Management provides wealth management, investment advisory, and financial planning services primarily for high-net-worth individuals, multi-generational families, and related entities. The firm acts as a family CFO, coordinating with attorneys, accountants, and insurance advisers, and uses a top-down, asset-allocation approach based on Modern Portfolio Theory.

Dean Alexander is the principal of Alexander, Dean D., an investment management firm based in Houston, TX. He holds the ChFC® designation and Series 63 license, with 8 years of experience in investment advising. Dean has an extensive background in financial services, including roles at American Express Financial Advisors Inc. and IDS Life Insurance Company, and he has been a CPA since 1982. In addition to his advisory work, he maintains a tax preparation and planning practice through Dean Alexander, CPA. Alexander, Dean D. provides equity-focused portfolio management and mutual fund selection for individuals, corporations, partnerships, trusts, and investment companies. The firm’s investment approach emphasizes diversification, valuation-driven stock selection, and sector-level asset allocation tailored to client preferences.

Biniam Keleta is the president and sole advisor at Westcenter Advisors Ltd, based in Houston, TX, with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has held positions at firms including Royal Fund Management, LLC and IMS Financial Advisors, Inc. Outside of his advisory role, he owns and operates an insurance agency, Westcenter Financial, Inc. Westcenter Advisors Ltd provides discretionary investment management, retirement-plan advisory services including ERISA 3(21) and 3(38) roles, financial planning, and public seminars. The firm serves individuals, high-net-worth clients, corporations, non-profits, and employer retirement plans, offering customized investment programs and educational workshops alongside flexible financial planning options.

Guang Li is a financial advisor at Southmore Financial Advisory LLC in Houston, TX, holding a Series 65 credential with two years of industry experience. Prior to founding his advisory firm in 2023, he worked at Shell Oil from 2012 to 2020. He is also a member of the Houston Tsinghua Alumni Association, a nonprofit alumni group. Southmore Financial Advisory LLC serves individual and high-net-worth clients with fee-only investment management and financial planning. The firm uses fundamental analysis and a combination of passive and active strategies to create tailored portfolios based on clients’ goals, risk tolerance, and tax considerations.

Michael Schellinger is a financial advisor at Synergy Wealth Management in Houston, TX, holding a Series 65 designation with eight years of industry experience. He has held roles at William Joseph Capital Management and currently manages multiple affiliated insurance and consulting businesses. Schellinger is also a co-founder of Basket Brigade Houston, a nonprofit organization. Synergy Wealth Management is an independent registered investment adviser serving individual and high-net-worth clients. The firm uses a financial-planning-driven approach that incorporates fundamental, technical, cyclical, and economic analyses to construct diversified portfolios organized by risk levels, with discretionary trading authority and ongoing account monitoring.

Sean Butler is the principal advisor at SKB Advisory, LLC in Houston, TX, with seven years of experience in the financial industry. He holds a Series 66 designation and previously worked at HD Vest Insurance Agency LLC and HD Vest Investment Services. Butler also owns and manages Sean K Butler CPA, LLC, an accounting and tax preparation firm. SKB Advisory provides investment supervisory services and financial planning to individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and corporations. The firm emphasizes a fundamental, value-driven investment approach and offers employer benefit plan services and educational seminars, implementing client portfolios in coordination with a third-party money manager.

Olabode Oniya is a financial advisor at OM Investments in Houston, TX, with eight years of industry experience. He holds the CFP® and ChFC® designations and has worked at firms including Edward Jones, Fidelity Investments, and Morgan Stanley. Outside of his advisory role, he is involved with a marketing services business and maintains an active insurance license. OM Investments provides discretionary asset management, financial planning, and retirement-plan advisory services, including an ERISA 3(21) fiduciary role for qualified plans. The firm manages accounts using a combination of fundamental, technical, charting, and cyclical analysis, offering services on fixed or hourly fees and conducting regular portfolio reviews.

John Thornton is the sole advisor at Thornton Financial Management and Services in Houston, TX. He holds the PFS™ designation and has 33 years of industry experience. In addition to his advisory work, he owns an individual income tax business as a CPA. Thornton Financial Management provides discretionary, customized portfolio management primarily for individual investors, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm uses a combination of charting, technical and fundamental analysis with both long- and short-term strategies, managing client accounts on a discretionary basis with ongoing monitoring and periodic rebalancing.

David Chow is a CFA® charterholder and the sole advisor at Dancourt Management, LLC, an independent firm based in Houston, TX. He has 13 years of industry experience and has managed Dancourt Management since 1998. Chow serves as a trustee for both Van Eck ETF Trust and New York Life MainStay Group of Mutual Funds. Dancourt Management provides discretionary portfolio management to high-net-worth individuals, small businesses, and institutional clients, including corporate pension plans and foundations. The firm employs a long-only, growth-oriented investment approach focused on large-cap and mid-cap equities with an emphasis on companies that pay consistent, growing dividends.

Scott Orr is a CFP® professional with 22 years of industry experience. He is the sole advisor at SFO Capital, Inc., an independent registered investment adviser based in Houston, TX. His prior experience includes sixteen years at Founders Capital Management, Inc., and he also maintains a CPA practice. SFO Capital provides discretionary portfolio management and financial consulting to individuals, trusts, estates, charitable organizations, and business entities, offering tailored long-term investment plans and optional tax preparation services within the firm’s expertise. The firm focuses on a concentrated client base with relatively large account sizes, employing a range of investment instruments aligned with client objectives.

Joshua Humada is a financial advisor with Money Holistics in Houston, TX, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at Edward Jones and Northwestern Mutual. In addition to his advisory work, he provides financial coaching services through a separate entity, MoneyYogi LLC. Money Holistics is an independent firm serving individuals, high-net-worth clients, trusts, estates, and businesses with discretionary investment management and financial planning. The firm employs a long-term investment approach using fundamental and technical analysis and integrates ongoing planning with portfolio management.

Parthesh Kalathia is a financial advisor at Samju Capital LLC in Houston, TX, holding a Series 65 designation. He has one year of experience in financial advisory services and previously worked in the energy sector, including roles at Portland General Electric Company and Samju Energy Services Corporation. In addition to his advisory role, he maintains a separate business as an electricity broker. Samju Capital LLC provides investment advisory and financial planning services to individual and high-net-worth clients, offering portfolio management, asset allocation, risk assessment, and financial plan preparation. The firm customizes advice based on client objectives and risk tolerance, employs various investment strategies, and conducts at least quarterly account reviews.

Anasuya Meyer is a CFP® and holds a Series 66 license with 11 years of industry experience. She has been with JayKay Wealth Advisors, Inc. since 2015 and also maintains an affiliation with LPL Financial. JayKay Wealth Advisors serves individual and high-net-worth clients, charitable organizations, and retirement plan sponsors by providing portfolio management, financial planning, and retirement plan consulting. The firm employs a long-term investment approach based on modern portfolio theory and offers discretionary account management along with ERISA-focused fiduciary consulting for retirement plans.

Marisa Ponti is a financial advisor at Ridgeback Capital Management with three years of industry experience. She holds a Series 65 designation and has worked in both healthcare and wealth management sectors, including roles at the University of Houston College of Medicine and Vecino Health Centers. Ridgeback Capital Management serves individuals, high-net-worth clients, corporations, trusts, estates, and charitable institutions by offering portfolio management, financial planning, and access to third-party money managers through a managed account program. The firm’s investment approach is based on Modern Portfolio Theory and primarily involves engaging sub-advisors who hold discretionary trading authority and conduct ongoing research and portfolio monitoring.

Frank Lee is a CFA® charterholder and holds a Series 65 license, with 13 years of industry experience. He has been with Cypress Asset Management Inc. since 1996. Cypress Asset Management, Inc. is an independent adviser providing separately managed portfolio services to individuals, trusts, estates, small businesses, charitable organizations, and retirement plans. The firm focuses on long-term, fundamental equity investing and manages a range of distinct strategies while accommodating client-imposed investment restrictions.

Donald Wellings is a financial advisor at Strategic Advisory Services, L.L.C. with six years of industry experience. He holds a Series 65 designation and has worked in various roles including at Shepherds Theological Seminary and Range Leather Company. Strategic Advisory Services, L.L.C. provides discretionary wealth management to individuals, trusts, estates, and business entities, managing over $184 million in discretionary assets. The firm offers portfolio management, oversight of third-party money managers, and financial planning services that include retirement distribution planning, frequently utilizing SEI Investments’ institutional programs with customized asset allocations.

Scott Mann is a financial advisor at VIA IV Investments, LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has been involved with Mann Wealth Management, LLC since 2017 and VIA IV Investments since 2014. Mann also hosts a monthly radio show, Money Show with Scott Mann, featuring a question-and-answer format. VIA IV Investments, LLC provides discretionary portfolio management primarily to individual and high-net-worth clients, as well as businesses, charities, estates, and trusts. The firm employs broadly diversified, custom-indexed model portfolios with periodic rebalancing and offers alternative private fund access for accredited investors, alongside a discretionary digital advice program with a low minimum investment.

Jeffrey Feinberg is a financial advisor at Incomar Investments, LLC with 25 years of industry experience. He holds Series 63 and Series 65 designations and has been with Incomar Investments, L.P. since 1994. Outside of his advisory role, he serves as a director and secretary for Luxury Lodges, Inc., a mobile home and recreational vehicle park. Incomar Investments, LLC provides discretionary wealth and portfolio management primarily for high-net-worth and individual clients, as well as trusts, estates, small businesses, and charitable organizations. The firm employs a strategic asset allocation approach that combines fundamental and technical analysis and offers access to non-traditional and non-public investments through institutional platforms.