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.

Brittni Haywood is a financial advisor at Haywood Wealth Management in Houston, TX, holding a Series 65 credential with three years of industry experience. Prior to her current role, she worked at the University of Texas Medical Branch and Methodist. Haywood Wealth Management serves individual and high-net-worth clients by providing discretionary portfolio management, comprehensive financial planning, and participant account management for held-away retirement plan accounts. The firm uses a documented Investment Policy Statement for each client and employs fundamental analysis, modern portfolio theory, and quantitative methods with a long-term trading orientation.

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 with 22 years of industry experience. He has worked at firms including Capital Management Advisors LP and American General Securities Incorporated, and served as an independent insurance agent selling life insurance on a commission basis. Since 2025, he has also been affiliated with Henry Bragg & Co. as a promoter. Champion Advisors LLC provides discretionary investment management and tailored advisory services primarily to individuals, high-net-worth clients, trusts, estates, and foundations. The firm employs a long-term, buy-and-hold strategy based on Modern Portfolio Theory, focusing on strategic asset allocation and global diversification using passively managed mutual funds and fixed income, with additional options including REITs, commodities, alternative investments, and insurance products.

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.

Donald Capone III is a CFA® charterholder and holds a Series 63 license with 10 years of industry experience. He has been with J.K. Financial, Inc. since 2005, a firm based in Houston, TX. J.K. Financial, Inc. provides wealth management, discretionary investment management, and financial planning to individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations. The firm utilizes both fundamental and technical analysis and incorporates options contracts within client portfolios, offering tailored investment strategies aligned with each client’s goals and risk tolerance.

Ryan Tong is a financial advisor at Ebquant, LLC with four years of industry experience. He holds a Series 65 designation and concurrently serves as Senior Data Scientist for Wal-Mart and CIO/CTO of Bitquant Capital, where he focuses on pooling investment capital for the laundromat business. Tong is also the founder of Tong Management Group, a bookkeeping and tax consulting firm, and provides investment consulting through Clarity.fm. Ebquant, LLC offers ongoing portfolio management and financial planning services to institutional clients, high-net-worth individuals, and non–high-net-worth individuals. The firm develops Investment Policy Statements tailored to clients’ objectives and employs a combination of fundamental, technical, and cyclical analysis across strategic and tactical time frames.

Christopher Manske is a CFP® with 24 years of industry experience and serves as owner and president of Manske Wealth Management, LLC in Houston, TX. He has been with Manske Wealth Management since its founding in 2012 and also maintains a role with Purshe Kaplan Sterling Investments. Manske is the author of the manuscript "Wartime Investing," which explores investment strategies during periods of conflict. Manske Wealth Management provides financial planning, consulting, and discretionary investment management to individuals, trusts, estates, corporations, and business entities. The firm oversees approximately $608 million in client assets across a seven-advisor team and employs a goal-based approach that integrates fundamental, technical, and cyclical analysis to tailor asset allocations.

Jared Griffith is a financial advisor at Endeavor Private Wealth, Inc. in Houston, TX, holding a Series 65 designation with 15 years of industry experience. He worked at Scout Investments for 14 years before joining Endeavor Private Wealth, where he has been since 2024. Endeavor Private Wealth serves individuals, high-net-worth clients, trusts, businesses, and retirement plan sponsors, managing approximately $595 million. The firm employs a risk-adjusted, tax-aware investment approach through a combination of active and passive strategies, in-house management, independent managers, and specialist sub-advisors.

Chad Taylor is a financial advisor with MDT Financial Advisors, LLC, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He previously worked at Wells Fargo Advisors Financial Network LLC for 17 years. Outside of his financial career, he owns and hosts pickleball tournaments in Friendswood, TX. MDT Financial Advisors is a registered investment adviser serving individuals, including high net worth clients, pension and profit-sharing plans, charitable organizations, and corporations. The firm provides wealth and investment management, financial planning and consulting, and fiduciary services, utilizing a mix of active and passive strategies tailored to each client’s objectives.

Chance Burroughs is a financial advisor at Manske Wealth Management, LLC in Houston, TX, holding a Series 65 designation with five years of industry experience. His prior roles include positions at MML Investors Services, LLC, Mass Mutual Life Insurance Co, and Aflac. Manske Wealth Management provides financial planning, consulting, and discretionary wealth and portfolio management services to individuals, trusts, estates, corporations, and business entities. The firm manages approximately $707 million for about 480 clients through a team of ten advisors, tailoring portfolios using a variety of investment methods and conducting regular client reviews.

Robert Barton is a Series 66-licensed financial advisor with nine years of industry experience. He is currently with Lifestyle Wealth and previously worked at Hobart Wealth and Prudential Financial Planning Services. Lifestyle Wealth serves individuals, high-net-worth clients, retirement plans, trusts, corporations, and other registered investment advisers. The firm offers portfolio management, financial planning, pension consulting, sub-advisory and third-party manager services, and publishes a monthly market commentary. Portfolios are personalized based on client suitability and may include proprietary and third-party models across various asset classes, with an active role as a model and signal provider to other advisers.

Inaki Suarez Salinas is a financial advisor at Monex Asset Management, Inc. with eight years of industry experience. He holds a Series 66 designation and has previously worked at JPMorgan Securities LLC and JPMorgan Chase Bank, NA. Monex Asset Management provides discretionary and non-discretionary investment advisory and consulting services to individuals, high-net-worth clients, corporations, trusts, estates, and charitable organizations. The firm employs a range of investment strategies including fundamental, technical, and charting analysis, and manages accounts both directly and through sub-advisors.