Preston Cherry is a CERTIFIED FINANCIAL PLANNER™ professional with 15 years of industry experience. He operates Concurrent Wealth Management, an independent firm based in Houston, TX. His background includes academic roles at the University of Wisconsin – Green Bay and Texas Tech University. Concurrent Wealth Management is a virtual, fee-only registered investment adviser serving individuals and retirement-plan sponsors. The firm offers comprehensive financial planning and discretionary investment management through a flat monthly subscription model, incorporating behavioral and educational elements alongside a core-and-satellite, long-term asset allocation strategy.

Charles Adi is a CFP® professional with 15 years of experience in financial advising. He is the principal of Blueprint 360 LLC, an independent firm he has led since 2018. Prior to founding Blueprint 360, he worked at Wealth Development Strategies Investment Advisory, Penn Mutual Life Insurance Co, and Hornor Townsend & Kent Inc. Outside of advising, he is involved in insurance brokerage and leads a digital platform focused on financial education. Blueprint 360 provides investment management, financial planning, and advisory services to individuals, high-net-worth clients, trusts, estates, corporations, and businesses. The firm emphasizes a customized, long-term investment approach using low-cost mutual funds and ETFs, supplemented by educational seminars and a paid digital education platform.

Benjamin Swan is a CFA® charterholder with 13 years of industry experience. He is the principal of Svane Capital, LLC, an independent advisory firm based in Sugar Land, TX, where he has worked since 2015. His prior work experience includes roles at Torch Securities, Winrose Surveying & Land Services, Exacta Land Surveyors, BSC Forensic Services, and Alpine Intel Commercial Solutions. Outside of his advisory work, he serves as treasurer of Swan Farms, LLC, a family farm. Svane Capital provides portfolio management services primarily to individual and high-net-worth clients, using personalized Investment Policy Statements to guide investment decisions. The firm employs a combination of technical, fundamental, and quantitative analysis methods and manages client assets internally with both long-term and short-term trading strategies.

Mamdouh Isak is a financial advisor at Optifolio with 22 years of industry experience. He holds a Series 63 designation and has worked with Stubbs Overbeck & Associates since 1988, as well as Global Leverage & Investments Inc since 1985. Optifolio provides portfolio management, investment advisory, and financial consulting services to individuals, trusts, estates, charitable organizations, and business clients. The firm employs a tailored investment process that incorporates multiple analysis methods and uses strategies such as derivatives, short sales, and leverage, with a particular focus on charitable and corporate clients alongside individual accounts.

Raymond Hawkins is a CFA® charterholder and principal of RMH Capital Advisors, LLC in Houston, TX, with 24 years of industry experience. He has led RMH Capital Advisors since 2005. RMH Capital Advisors provides fee-only financial planning and discretionary investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm emphasizes strategic asset allocation and fundamental analysis, managing approximately $37.25 million across 73 accounts as of December 2024.

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.

Eric Sandrock is a CFP® with 20 years of experience in financial advising, currently serving as the sole advisor at Performance Investment Group since 2010. His background includes registration with the NFL Players Association and development of financial planning materials for professional athletes. Performance Investment Group is an independent registered investment adviser that provides discretionary portfolio management and financial planning to high-net-worth individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and business entities. The firm employs an academically grounded, passive investment approach emphasizing broad diversification and systematic factor exposures, primarily using institutional mutual funds.

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.

Darvon Webb is a financial advisor at Retirement Solutions with 25 years at the firm and 11 years of industry experience. He holds Series 63 and Series 65 licenses. Webb also sells life, health, and variable insurance products, dedicating up to half of his time to insurance-related business. Retirement Solutions is an independent, fee-based advisory firm serving primarily individual clients with portfolio management and tailored financial plans. The firm employs both fundamental and technical analysis, manages approximately $12.6 million across about 45 clients, and integrates insurance-policy reviews into its financial planning.

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.