Michael Schellinger is a financial advisor at Synergy Wealth Management with eight years of industry experience. He holds the Series 65 credential and has worked previously at William Joseph Capital Management, Inc. Beyond his advisory role, he co-founded Basket Brigade Houston, a nonprofit organization. Synergy Wealth Management provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, and business entities. The firm uses a financial-planning-driven process combining fundamental, technical, cyclical, and economic analysis to build diversified portfolios and offers both direct portfolio management and discretionary management through third-party platforms.

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, Charles Schwab, Robert W. Baird & Co., Morgan Stanley, JP Morgan Securities, and Wells Fargo. OM Investments offers discretionary asset management, financial planning, and retirement-plan advisory services with a focus on ERISA 3(21) fiduciary responsibilities. The firm uses a combination of fundamental, technical, charting, and cyclical analysis to manage portfolios tailored to client objectives and risk tolerances.

John Thornton is a PFS™ with 33 years at Thornton Financial Management and Services and four years of industry experience as a financial advisor. He is also a CPA and owner of an individual income tax business. Thornton Financial Management provides discretionary, customized portfolio management primarily for individual investors and also serves pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm employs a mix of charting, technical and fundamental analysis with tailored long- and short-term strategies, managing approximately $53.3 million across 140 clients.

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.

George Hensley is the sole advisor and managing member at PennLiton Management LLC with nine years of industry experience. He holds Series 65 and Series 63 designations and has previously worked at Intrepid Partners, Milton Street Capital, and other firms. PennLiton Management LLC provides discretionary investment management services to accredited individuals, high-net-worth clients, small businesses, trusts, corporations, and institutional investors. The firm uses a concentrated, long-only model portfolio managed through fundamental, bottom-up analysis, applying similar allocations across accounts with full discretionary trading authority.

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 MoneyYogi Advisors 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 advisory services, he provides financial coaching through a separate entity, MoneyYogi LLC. MoneyYogi Advisors offers discretionary investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, and businesses. The firm employs a long-term investment approach using fundamental and technical analysis and incorporates proprietary software in client service workflows.

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.

Frank Lee is a CFA® charterholder with 14 years of industry experience, currently serving as an advisor at Cypress Asset Management Inc in Houston, TX. He has been with Cypress since 1996, contributing over 30 years to the firm. Cypress Asset Management is an independent SEC-registered adviser managing approximately $455.8 million for about 71 clients, including individuals, families, trusts, estates, small businesses, charitable organizations, and pension/profit-sharing plans. The firm employs a long-term, fundamentals-driven investment approach across customized equity and fixed-income strategies, and also provides sub-advisory services to broker-dealers and trust companies.

Scott Mann is a financial advisor at VIA IV Investments, LLC with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Mann Wealth Management, LLC. Outside of his advisory work, he hosts a monthly question-and-answer radio show called Money Show with Scott Mann. VIA IV Investments provides discretionary portfolio management primarily for individual clients, including high-net-worth households, and serves institutions, trusts, and retirement plans. The firm uses proprietary indexed model portfolios and offers both traditional and digital advisory programs with a focus on transparency and performance-based fees.

Robert Simpton is a CFP® with 23 years of industry experience, currently serving as an advisor at Redfish Capital. His career includes roles at SCF Securities, WFG Advisors, and as a sole proprietor since 2002. Outside of his advisory work, he is a notary public. Redfish Capital provides discretionary asset management, financial planning, and ERISA 3(21) retirement plan advisory services to individuals, high-net-worth clients, and business entities. The firm uses a combination of fundamental, technical, and cyclical analysis to tailor portfolios to client goals, coordinating closely with clients’ other professional advisors.

Cameron Penney is a CFP® professional based in Houston, TX, with 15 years of industry experience. He has been with Penney Financial, LLC since 2015, where he serves as one of four advisors. Penney Financial provides comprehensive financial planning and advisory services primarily to individuals, families, and high-net-worth clients, as well as trusts, estates, charitable organizations, and small businesses. The firm emphasizes a planning-first approach with goal-based and cash-flow planning, implementing investment strategies grounded in academic and quantitative research using low-cost mutual funds and ETFs.

Christina Osborne is a CFP® with 20 years of industry experience, currently serving at Life Balance Financial in Houston, TX. She has worked in financial advisory roles since 1990, including positions at Baron Financial Advisors and her own practice. Osborne is also a licensed insurance agent, dedicating part of her time to insurance sales. Life Balance Financial provides financial planning primarily through recommending and monitoring third-party investment advisers rather than directly managing assets. The firm focuses on asset allocation, portfolio construction, and tax-aware strategies, delivering a written financial plan and a diagnostic "Portfolio MRI" as primary client services.

Kirby Shanks is the principal advisor at Kanos Capital Management, LLC, holding a Series 65 credential with 22 years of industry experience. He has been with Kanos Capital Management since 2003 and previously worked at Alpha Cubed Investments, LLC. Outside of financial advising, he is a member and manager of 1217 Interests, LLC, a real estate company. Kanos Capital Management is an independent, value-oriented wealth manager serving individuals, trusts, estates, retirement accounts, and corporations. The firm employs a top-down macroeconomic and sector selection process combined with bottom-up fundamental analysis to construct portfolios focused on current yield and absolute-return objectives.

Kaden Kozsuch is a financial advisor at Integrity Road Wealth Partners LLC with one year of industry experience. He holds a Series 65 designation and has worked previously at Baylor University and Kozsuch & Company Appraisals LLC. Integrity Road Wealth Partners LLC provides wealth management and financial planning services to individual and high-net-worth clients, managing portfolios across equities, bonds, mutual funds, ETFs, REITs, and options. The firm employs a blend of fundamental and technical analysis with Modern Portfolio Theory and long-term strategies, offering discretionary account management and custom indexing solutions.

Stephen Jimenez is a financial advisor at Peerless Wealth with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms, including Thornburg Investment Management and Calamar Financial Group. Outside of his advisory role, he serves as a wholesaler for Peerless ETFs, LLC and as a sales consultant for Gore Range Capital. Peerless Wealth serves individuals, families, trusts, estates, business entities, charities, and qualified retirement plans by providing financial planning, discretionary investment management, and financial consulting. The firm employs a strategic asset-allocation framework and proprietary portfolio construction methodology, managing customized and model portfolios while also acting as a sub-adviser to an exchange-traded fund.

Kaylin Campbell is a financial advisor at Exos Wealth Strategies, LLC with seven years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Aaron Keys & Associates, Inc. and Wealth Design Group. In addition to her advisory role, she owns and operates M&A Risk Management, LLC, an insurance agency specializing in life, health, and property and casualty insurance. Exos Wealth Strategies serves individuals, trusts, estates, and retirement plans through discretionary and non-discretionary investment management, financial planning, and retirement plan consulting. The firm constructs individualized asset allocations primarily using mutual funds and ETFs, conducts portfolio reviews, and offers private fund investment options while serving in various fiduciary roles.

Deborah Stavis is a CFP® with over 43 years of experience in the financial services industry. She is currently with Stavis Wealth Transfer Solutions, where she serves as Chief Executive Officer. Her prior experience includes roles at Purshe Kaplan Sterling Investments, FSC Securities Corporation, and Stavis & Cohen Financial. Outside of her advisory work, she teaches estate, risk management, and insurance courses at Rice University and is involved in nonprofit literacy organizations in Houston. Stavis Wealth Transfer Solutions serves high-net-worth individuals, families, family offices, trusts, charitable organizations, and small business clients by providing integrated wealth, estate, and financial planning alongside asset management and trust policy services. The firm offers tailored, goals-based planning and portfolio recommendations, coordinating with clients’ other professional advisors and utilizing various planning and reporting tools.

Charles Parker Jr. is a CFP® practitioner with 30 years of experience in financial advising. He has worked at Parker Financial Advisors LLC since 2019 and was previously with Cl Parker, Inc., DBA Parker Financial Advisors, from 1996 to 2019. Parker Financial Advisors LLC provides wealth management and portfolio management services to individual and high-net-worth clients, utilizing a structured onboarding and multi-step planning process. The firm’s investment approach is based on Modern Portfolio Theory, focusing on diversification, long-term asset allocation, and institutional asset-class vehicles.