Douglas Murrill is a financial advisor at Redfish Capital with 32 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Redfish Capital Management LLC since 2010. Outside of his advisory role, he serves as an officer of the Joe Murrill Family Foundation. 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 employs a variety of investment strategies tailored to client goals and coordinates with other professional advisors, while also offering affiliated insurance and accounting services.

Michael Sweet is a financial advisor at McAlister, Sweet & Associates, Inc. in Houston, TX, with 26 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Cambridge Investment Research Advisors. Outside of his advisory role, he maintains a beekeeping activity for approximately 10 hours per month. McAlister, Sweet & Associates provides financial planning and portfolio management services to individuals, families, high net worth clients, and business entities, managing about $224 million in client assets. The firm employs a range of analytical methods and investment strategies, primarily managing assets on a discretionary basis, and integrates tax preparation services within its advisory offering.

Thomas Tracy is a Series 65-licensed financial advisor with Forth Capital (USA), LLC, where he has worked since 2022. He has over two years of industry experience and is also the CEO and founder of Forth Capital Group, a firm established in 2004 that manages client assets internationally. Outside of his advisory role, he owns the FC EDINBURGH soccer team, focusing on strategic activities. Forth Capital (USA), LLC primarily serves UK expatriates living in the United States who hold UK-based pensions, providing financial planning, pension transfer advice, and portfolio management. The firm operates on a non-discretionary basis, emphasizes transatlantic retirement solutions, and coordinates with UK-regulated pension-transfer specialists and affiliated entities across multiple jurisdictions.

Jacquelyn Girling is a CFP® with five years of industry experience. She has worked at Bannerman Wealth since 2019 and previously was with Westwood Wealth Management and Texas A&M University. Girling is also co-owner and co-host of a finance podcast. Bannerman Wealth serves individual and high-net-worth clients, trusts, estates, business entities, charitable organizations, and retirement plans. The firm employs a largely passive investment approach based on Modern Portfolio Theory and Efficient Market Hypothesis, offering diversified model portfolios and comprehensive financial planning with ongoing client monitoring.

David Menard is a financial advisor with The Menard Financial Group, LLC in Houston, TX. He holds Series 63 and Series 65 designations and has 34 years of industry experience. Prior to founding his current firm in 2018, he worked at Eagle Strategies, LLC and Nylife Securities Inc., with a career beginning at New York Life Insurance Company. Outside of advisory work, he is involved in private equity investments and operates a family estate planning entity. The Menard Financial Group provides investment advisory, financial planning, and retirement-plan consulting services to individual, high-net-worth, and institutional clients. The firm manages portfolios using a combination of fundamental, technical, quantitative, and sector analysis, employing a range of strategies including asset allocation, duration management, and derivatives, primarily through a sponsored wrap fee program.

Evan Withner is a financial advisor with APM Wealth in Jersey Village, TX, holding a Series 65 designation and two years of industry experience. Prior to joining APM Wealth, he worked at Cypress Fairbanks ISD and operated a sole proprietorship focusing on music performance and education, including hosting saxophone summer camps through The Young Saxophonist's Institute, LLC. APM Wealth serves individual and high-net-worth clients, particularly physicians specializing in anesthesiology and pain management. The firm provides discretionary investment management, Personal CFO services, and business consulting, utilizing primarily ETFs and mutual funds with an emphasis on low-cost, broadly diversified, and tax-aware portfolio construction.

Jeffrey Mcculloch is a CFP® with 12 years of industry experience, currently serving as an advisor at Trisperity Advisors, LLC since 2017. Prior to this, he worked at Ameriprise Financial Services, Inc. from 2013 to 2017. He also holds a trustee role in fiduciary activities since 2014. Trisperity Advisors provides fee-only financial planning and investment management to individuals, trusts, estates, charitable organizations, and small businesses. The firm emphasizes strategic asset allocation and global diversification, managing approximately $283.7 million primarily on a discretionary basis.

James Donewald is the sole advisor at CRIS Capital, Ltd. in Katy, Texas, holding a Series 65 designation with 15 years of industry experience. He has been associated with CRIS Capital, Ltd. since 2008 and with CRIS Financial since 2012. Outside of his advisory role, Donewald is a licensed insurance agent and partner at CRIS Financial. CRIS Capital, Ltd. provides portfolio management services to individual clients, creating personalized Investment Policy Statements that address goals, time horizons, and risk tolerance. The firm employs fundamental analysis and modern portfolio theory with a long-term trading approach, delegating trade execution to a third-party subadvisor while maintaining discretionary oversight.

Chris Liebum is a financial advisor at Ronald A. Bartlett & Associates, Ltd. with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked with Strategic Financial Concepts, SPJST, RIA Wealth Advisors, RIA Advisors, and Farmers Insurance Group. Outside of advising, he owns an insurance agency specializing in long-term care, life, annuities, and property and casualty insurance, and is a co-author of a book titled "It's Complicated." Ronald A. Bartlett & Associates provides retirement-focused investment advisory and financial consulting to individuals, trusts, estates, and unions, offering both ongoing asset management and standalone consulting. The firm emphasizes fundamental analysis and strategic asset allocation with a long-term holding approach, regularly monitors portfolios, and supports referrals to third-party advisers when appropriate.

Michael Kuznicki is a financial advisor at Ridgeback Capital Management with 27 years of industry experience. He holds the Series 63 and Series 65 designations and has worked with firms including Ohio National, Genworth, and John Hancock. Kuznicki is also a principal of a CPA firm. 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 and model portfolios. The firm’s investment approach is based on Modern Portfolio Theory and primarily utilizes sub-advisors for discretionary trading and portfolio oversight.

John Mcalister is a financial advisor at McAlister, Sweet & Associates, Inc. in Houston, TX, holding Series 63 and 65 credentials with 27 years of industry experience. Prior to joining his current firm in 2017, he worked at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. from 2002 to 2017. He also provides tax preparation services to clients as part of his advisory role. McAlister, Sweet & Associates offers financial planning and portfolio management to individuals, families, high net worth clients, and business entities. The firm employs a variety of analytical methods and investment strategies, managing approximately $224 million in assets across three advisors, and sponsors a wrap fee program that includes advisory services and transaction costs.

Clark Blackman III is a CFP®, CFA®, and PFS™ with 11 years of industry experience. He has worked at Alpha Wealth Strategies, LLC since 2019 and previously held roles at AG Installers and Patriot Wealth Management, Inc. Clark is based in Cypress, TX. Alpha Wealth Strategies serves individual investors, high-net-worth clients, trusts, estates, and closely held corporate accounts with discretionary portfolio management, manager selection, and segmented financial planning. The firm employs a long-term, mean/variance optimization approach grounded in modern portfolio theory, emphasizing diversified asset allocation and periodic rebalancing rather than market timing.

Richard Fruth is a financial advisor at Fruth Investment Management in Houston, TX, with 33 years of industry experience. He has been leading Richard J. Fruth & Associates, Inc. since 1992. He holds the Series 63 designation. Fruth Investment Management is a fee-only registered investment adviser serving individuals, trusts, foundations, and corporate clients. The firm focuses on discretionary portfolio management with a stock-focused strategy that combines fundamental and technical analysis, maintaining low portfolio turnover and typically avoiding mutual funds, ETFs, options, futures, and margin.

Kymberly Watson is a financial advisor at Fruth Investment Management in Houston, TX, holding a Series 66 designation with 12 years of industry experience. She has been with Ameriprise and Ameriprise Financial Services, Inc. since 2013. Fruth Investment Management is a fee-only registered investment adviser serving individuals, trusts, foundations, and corporate clients with discretionary portfolio management. The firm emphasizes tailored asset allocation and individual stock selection through fundamental and technical analysis, maintaining a concentrated, long-term investment approach with low turnover.

Mark Frugoni is the sole advisor at Focus Wealth Advisors, LLC in Houston, TX, holding Series 63 and Series 65 licenses with 31 years of industry experience. He has led Focus Wealth Advisors since 2013. Focus Wealth Advisors serves individuals, including high-net-worth clients, pension plans, and business entities with portfolio management, family wealth and legacy planning, and pension consulting. The firm integrates modern portfolio theory with technical analysis, employing both long-term and short-term trading strategies while maintaining a firm-mandated custody arrangement with Fidelity.

Marcel Hebert is a CFP® and CFA® with 25 years of experience in financial advising. He has been the sole advisor at Beacon Financial Advisors Ltd in Houston, TX since 1993. Beacon Financial Advisors Ltd is a fee-only investment adviser serving individuals, families, and related entities, managing approximately $290 million in assets. The firm employs an IPS-driven, seven-step process focused on balanced, global asset allocation using primarily no-load mutual funds and active managers.

George Douglas is a CFA® charterholder with two years of industry experience. He is currently with Integra Wealth Advisors, LLC, where he has worked since 2023, following an 11-year tenure at Cadence Bank. Integra Wealth Advisors provides fee-only wealth management and financial planning to individuals, high-net-worth families, trusts, estates, and business owners. The firm employs an integrated investment approach that combines asset allocation with behavioral and emotional considerations, using both passive and active managers and alternative strategies when appropriate.

Jammie Lowe is a financial advisor with BWS Investment Management, LLC in Houston, TX, holding a Series 66 designation and nine years of industry experience. Prior to joining BWS Investment Management in 2021, Lowe worked at Corvee LLC and Cambridge Investment Research Advisors, Inc., among other firms. Lowe also serves as Investment Director at Baker Wealth Strategies, LLC, dedicating significant time to this role. BWS Investment Management provides financial planning and investment advisory services to individuals, high-net-worth clients, and small businesses. The firm emphasizes customized financial planning followed by the selection and oversight of pre-screened third-party investment managers, serving a mix of individual and corporate clients while acting as a limited fiduciary for employer-sponsored retirement plans.

Melissa Perez Leblanc is a financial advisor at Anchor & Oak Wealth Advisors, LLC with six years of industry experience. She holds Series 65 and Series 66 licenses and previously worked at Girard Securities and Global Investment Advisory. Leblanc is also the owner of Leblanc Wealth Management Group, an investment-related business. Anchor & Oak Wealth Advisors, LLC provides discretionary portfolio management to individuals and advisory and pension consulting services to employee benefit plans, using model portfolios and third-party managers as part of its investment approach.

Nicola Barton is a financial advisor at Forth Capital (USA), LLC with one year of industry experience. She holds the Series 65 designation and has worked at Forth Capital since 2019. Prior to her advisory role, she was employed at Landry's Post Oak Hotel and Ron's Pub. Forth Capital primarily serves UK expatriates in the United States who hold UK-based pensions, providing financial planning, pension transfer advice, and portfolio management. The firm focuses on transatlantic retirement solutions and works closely with UK FCA-regulated pension-transfer specialists and affiliated entities across multiple jurisdictions.