Eryn Schultz is a CFP® and holds a Series 65 license, currently serving as an advisor at Her Personal Finance in Houston, TX. She has three years of industry experience, including time at Equita Financial Network and Revolution Foods. She is the founder of Financial Education First DBA Earn with Eryn, where she provides financial education classes and workshops. Her Personal Finance offers fee-only financial planning and 401(k) assessment services for individuals, business owners, and corporate clients, with a focus on high-earning professionals and executive households. The firm emphasizes comprehensive financial planning over discretionary asset management, using a range of fee arrangements and investment guidance grounded in modern portfolio theory.

John Elvig is a financial advisor at Pearl Capital Investments in Houston, TX, holding a Series 65 designation with four years of industry experience. Prior to joining Pearl Capital in 2021, he worked at NextDecade Corporation and Fieldwood Energy, and spent six years at Anadarko Petroleum. Pearl Capital Investments is a small registered investment adviser serving high-net-worth and qualified individual clients through discretionary portfolio management of publicly traded securities and derivatives. The firm employs a combination of quantitative techniques, fundamental analysis, and modern portfolio theory in its model-based asset allocation, and it is notable for its use of performance-based compensation and explicit derivatives strategies.

Stephen Lack is a Series 65-licensed financial advisor with 18 years of industry experience, currently serving as a Partner at Corient. He has held roles at Galapagos Partners and leads Ned S. Holmes Investments, Inc., a single family office where he acts as President and CIO providing consulting services to private partnerships and corporations. His career also includes involvement with Durable Dividend Growth Strategies, L.P. Corient offers investment advisory and financial planning services to a diverse clientele, including individuals, trusts, pension plans, and charitable organizations. The firm utilizes a team-based investment approach focused on customized, goals-based asset allocations and integrates risk management through ongoing due diligence and monitoring across traditional and alternative investments.

James Munchbach is a CFP® and ChFC® with 21 years of industry experience. He is currently a financial advisor at BayRock Financial, L.L.C., where he has worked since 2016, including a period from 2019 to present. Prior to this, he held roles at several firms including Tremont Street Advisors, Archetype Wealth Partners, and STA Wealth Management. In addition to his advisory work, Mr. Munchbach is a part-time Professor of Personal Finance at the University of Houston Bauer College of Business. BayRock Financial, L.L.C. provides fee-only investment management and financial planning services to individuals, families, retirees, business owners, trusts, estates, and retirement plans. The firm generally constructs diversified, long-term portfolios and integrates financial planning into advisory relationships, serving a client base notable for its inclusion of retirement plan clients and defined benefit pension plans.

Margaret Sucre' Vail is the founder and sole advisor at Sucre'-Vail Wealth Advisors in Houston, TX, with 22 years of industry experience. She holds Series 63 and Series 65 designations and has led her firm since its inception in 1997. Sucre'-Vail Wealth Advisors provides investment management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, family offices, trusts, estates, businesses, and retirement plans. The firm manages assets on a non-discretionary basis, constructing individualized portfolios using individual bonds, low-cost mutual funds, and ETFs, with a focus on fundamental analysis and long-term investment orientation.

Adam Beaty is a CFP® and holds a Series 65 license with 11 years of industry experience. He is a founder and managing partner of Bullogic LLC and has been involved with Bullogic Wealth Management since 2018. Outside of financial advising, he previously operated Quantum Pest Control for 16 years. Bullogic Wealth Management is a small advisory firm serving individual clients and employer plan sponsors. The firm focuses on passive portfolio construction using low-cost index funds and ETFs, combined with fundamental and technical analysis, while also providing comprehensive financial planning and employee benefit-plan services.

Karen Pong is a CFP® professional with 33 years of experience in the financial services industry. She is the owner and sole advisor at Custom Wealth Solutions, a firm she established in 2025. Prior to founding her firm, she held roles at Woodbury Financial Services, Questar Asset Management, and Victory Financial Group. In addition to her advisory work, she owns and operates K L Insurance Services, an independent insurance agency. Custom Wealth Solutions provides discretionary asset management primarily to individual and high-net-worth clients, utilizing both direct and program-based portfolio management through the Orion platform. The firm integrates third-party strategists and employs planning tools such as Monte Carlo simulations to tailor investment programs to client objectives.

Robert Ramsey is a financial advisor at RNS Wealth Management, LLC with 18 years of industry experience. He holds a Series 66 designation and has worked at Primerica Advisors for 10 years and Guardian Wealth Design Group since 2005. He is also active as an insurance agent through Guardian Wealth Design Group. RNS Wealth Management provides discretionary portfolio management and financial planning primarily for individual clients, using an American Funds mutual‑fund platform and third‑party managers. The firm delivers tailored financial planning and conducts regular account reviews while maintaining a relatively small client roster.

Stephen Jackson is a financial advisor at ViaQuest Advisors LLC with 35 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Arbor Point Advisors and Securities America Inc. Outside of advising, he is involved in a commercial cleaning business and serves as a licensed insurance agent, primarily servicing existing accounts. ViaQuest Advisors LLC provides portfolio management, investment analysis, and financial planning to individuals, high-net-worth clients, trusts, estates, corporations, and pension/retirement plans. The firm offers discretionary portfolio management and recently added non-discretionary pension consulting services for employee benefit plans and participants.

Robert Challenger Jr. is a financial advisor with Tremont Street Advisors, LLC, holding a Series 66 designation and 16 years of industry experience. He has been with Tremont Street Advisors and its affiliated entities since 2014. Outside of his advisory role, he serves as a board member of Communities in Schools Bay Area, a nonprofit organization. Tremont Street Advisors is a fee-based investment adviser serving individuals, high-net-worth clients, business owners, and retirement plans. The firm offers discretionary and non-discretionary portfolio management, employing a blend of fundamental, technical, cyclical, and economic analysis, and integrates its advisory services closely with affiliated accounting and insurance activities.

Brittni Haywood is a financial advisor at Haywood Wealth Management in Houston, TX, holding a Series 65 designation with two years of industry experience. Prior to joining the firm, she worked at the University of Texas Medical Branch and Methodist for brief periods. Haywood Wealth Management provides advisory services to individual and high-net-worth clients, offering discretionary portfolio management, comprehensive financial planning, and participant account management for held-away retirement accounts. The firm emphasizes a long-term investment approach using fundamental analysis, modern portfolio theory, and quantitative methods, primarily recommending ETFs and conducting regular account reviews.

Asim Naseem is a financial advisor at Thales Investment Services, Inc. with 13 years of industry experience. He holds a Series 65 designation and has worked at Thales since 2012. Outside of his advisory role, Mr. Naseem operates a consulting practice through Run Staffing Inc., providing technical analyst services. Thales Investment Services offers discretionary portfolio management for individual clients and pension/profit-sharing plans, using a proprietary fundamental-value approach that incorporates both fundamental and technical analysis. The firm targets distressed and undervalued assets, with strategies that include illiquid and speculative positions while considering domestic and global macroeconomic factors.

Timothy Hermesch is a financial advisor at Latitude Investment Group with 38 years of industry experience. He holds the ChFC® designation and Series 63 registration. Prior to joining Latitude Investment Group, he worked at Divergent Capital Asset Management, Atlas Financial Advisors, SOFOS Investments, and Securities America. Outside of investment advisory, he operates Hermesch Group as a traditional life insurance agent specializing in life insurance, long-term care, fixed annuities, and federal employee benefits. Latitude Investment Group provides investment advisory and financial planning services to individual clients, offering managed accounts, portfolio reviews, asset allocation recommendations, and written investment strategies tailored to clients’ objectives and risk tolerance.

Thomas Woodward is a financial advisor at Woodward Caire Advisors, LLC in Houston, TX, holding a Series 65 designation with 13 years of industry experience. His prior roles include positions at Avalon Advisors, LLC and Avalon Investment & Advisory. Woodward Caire Advisors serves high-net-worth individuals, trusts, family offices, and registered advisers, typically requiring a $1 million minimum for direct management. The firm employs a Sustainable Growth at a Reasonable Price (SGARP) investment philosophy through a disciplined, quantitative and qualitative process, offering discretionary wealth management, integrated financial planning, model-provider services, and RIA consulting.

Andrew Anton is a financial advisor at A3 Capital Advisors in Houston, TX, holding a Series 66 designation with 21 years of industry experience. He previously worked at Hourglass Capital, LLC for 17 years before joining A3 Capital Advisors in 2026. A3 Capital Advisors is a small registered investment adviser serving primarily high-net-worth individuals, focusing on individualized Investment Policy Statements and ongoing portfolio management. The firm employs fundamental analysis and a long-term trading approach, offering discretionary portfolio management and consulting services with both traditional and performance-fee arrangements.

Paul Williams is a financial advisor at WRWCO, LLC with 23 years of industry experience. He has held his current role since 2020 and previously worked at United Planners Financial Services. Williams holds Series 63 and Series 65 designations. WRWCO, LLC provides discretionary investment management to individuals, families, trusts, and small businesses, managing approximately $98 million in assets across a small client base. The firm employs a value-oriented, balanced investment approach focused on income with growth, combining full discretionary authority with audit safeguards and client-aligned trading practices.

Antonio Montero is a financial advisor at Taursas Investments in Houston, TX, holding a Series 65 designation with two years of industry experience. Prior to joining Taursas Investments, he held roles at Siemens Healthineers USA, Villanova University, MassMutual, Next Step Energy Solutions, Rice University, and Eden Prairie High. Taursas Investments provides discretionary investment management and financial planning for individuals, families, trusts, corporations, and endowments. The firm’s approach combines fundamental business and industry analysis with an observational economic outlook, avoiding speculation and reliance on predictive models.

Harris Hanson is a CFP® professional with 19 years of experience in the financial services industry. He is currently with Texas Family Wealth, LLC and previously worked at Raymond James Financial Services Advisors Inc. for over a decade. Hanson serves as a board member and finance committee member for the Friendswood Education Foundation, a nonprofit organization. Texas Family Wealth, LLC provides customized wealth management and financial planning services to individuals, families, trusts, estates, small businesses, and retirement plans. The firm employs a fiduciary, long-term focused investment approach that combines fundamental and technical analysis, offering discretionary portfolio management and a distinctive wrap fee program that includes bundled transaction costs.

Thomas Tucker is a financial advisor with Champion Advisors LLC in Houston, TX, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has worked at Champion Advisors LLC since 2009 and at Henry Bragg & Co. since 2025. Outside of advising, he is a licensed independent insurance agent with a focus on life insurance. Champion Advisors LLC provides discretionary investment management and tailored advisory services for individuals, high-net-worth clients, trusts, estates, and foundations. The firm employs a long-term, buy-and-hold investment approach centered on Modern Portfolio Theory, utilizing global diversification through passively managed mutual funds, laddered bond portfolios, and investment-grade fixed income.

Colin Norman is a financial advisor at RNS Wealth Management, LLC with 10 years of industry experience. He holds a Series 66 designation and also works as an associate attorney at Kean Miller LLP. In addition to his advisory role, Norman is involved in insurance sales through Guardian Wealth Design Group. RNS Wealth Management provides discretionary portfolio management and financial planning primarily for individual clients, often acting as a co-advisor with third-party managers. The firm uses an American Funds mutual-fund platform and offers tailored financial planning with regular account reviews.