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.

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.

Cody Garrett is a CFP® and Series 65 credentialed financial advisor with six years of industry experience. He is the owner of Measure Twice Financial LLC and previously worked at Legacy Asset Management, Inc. He also spent seven years at St. Luke's United Methodist Church. Outside of his advisory role, Garrett operates two educational websites offering financial content for the public and other advisors. Measure Twice Financial LLC provides fee-only financial planning services to individuals, high-net-worth clients, and corporations. The firm offers comprehensive written plans and hourly planning engagements without ongoing portfolio management, applying fundamental, technical, cyclical, and charting methods alongside modern portfolio theory and passive strategies.

Anasuya Meyer is a CFP® and holds a Series 66 license with 11 years of industry experience. She has been with JayKay Wealth Advisors, Inc. since 2015 and also maintains an affiliation with LPL Financial. JayKay Wealth Advisors serves individual and high-net-worth clients, charitable organizations, and retirement plan sponsors by providing portfolio management, financial planning, and retirement plan consulting. The firm employs a long-term investment approach based on modern portfolio theory and offers discretionary account management along with ERISA-focused fiduciary consulting for retirement plans.

Marisa Ponti is a financial advisor at Ridgeback Capital Management with three years of industry experience. She holds a Series 65 designation and has worked in both healthcare and wealth management sectors, including roles at the University of Houston College of Medicine and Vecino Health Centers. 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 through a managed account program. The firm’s investment approach is based on Modern Portfolio Theory and primarily involves engaging sub-advisors who hold discretionary trading authority and conduct ongoing research and portfolio monitoring.

Frank Lee is a CFA® charterholder and holds a Series 65 license, with 13 years of industry experience. He has been with Cypress Asset Management Inc. since 1996. Cypress Asset Management, Inc. is an independent adviser providing separately managed portfolio services to individuals, trusts, estates, small businesses, charitable organizations, and retirement plans. The firm focuses on long-term, fundamental equity investing and manages a range of distinct strategies while accommodating client-imposed investment restrictions.

Donald Wellings is a financial advisor at Strategic Advisory Services, L.L.C. with six years of industry experience. He holds a Series 65 designation and has worked in various roles including at Shepherds Theological Seminary and Range Leather Company. Strategic Advisory Services, L.L.C. provides discretionary wealth management to individuals, trusts, estates, and business entities, managing over $184 million in discretionary assets. The firm offers portfolio management, oversight of third-party money managers, and financial planning services that include retirement distribution planning, frequently utilizing SEI Investments’ institutional programs with customized asset allocations.

Scott Mann is a financial advisor at VIA IV Investments, LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has been involved with Mann Wealth Management, LLC since 2017 and VIA IV Investments since 2014. Mann also hosts a monthly radio show, Money Show with Scott Mann, featuring a question-and-answer format. VIA IV Investments, LLC provides discretionary portfolio management primarily to individual and high-net-worth clients, as well as businesses, charities, estates, and trusts. The firm employs broadly diversified, custom-indexed model portfolios with periodic rebalancing and offers alternative private fund access for accredited investors, alongside a discretionary digital advice program with a low minimum investment.

Jeffrey Feinberg is a financial advisor at Incomar Investments, LLC with 25 years of industry experience. He holds Series 63 and Series 65 designations and has been with Incomar Investments, L.P. since 1994. Outside of his advisory role, he serves as a director and secretary for Luxury Lodges, Inc., a mobile home and recreational vehicle park. Incomar Investments, LLC provides discretionary wealth and portfolio management primarily for high-net-worth and individual clients, as well as trusts, estates, small businesses, and charitable organizations. The firm employs a strategic asset allocation approach that combines fundamental and technical analysis and offers access to non-traditional and non-public investments through institutional platforms.

Cameron Penney is a CFP® professional with 14 years of industry experience, currently serving as an advisor at Penney Financial since 2015. He holds Series 63 and Series 65 licenses and operates out of Houston, TX. Penney Financial serves individuals, families, and high-net-worth clients as a fee-only fiduciary, offering comprehensive financial planning, hourly consultations, and multiple levels of ongoing advice including discretionary asset management. The firm employs a research-driven, academically informed investment approach centered on written Investment Policy Statements and long-term, buy-and-hold strategies using low-cost mutual funds and ETFs.

Martin Gremm is a Series 65-licensed financial advisor at Pivot Point Advisors, LLC in Bellaire, TX, with 21 years of industry experience. He has been with Pivot Point Advisors since 2004. Outside of his advisory role, he serves as president of GremmTech, LLC, a software development and consulting business. Pivot Point Advisors, LLC provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, trusts, estates, charitable organizations, and small businesses. The firm employs quantitative and semi-quantitative long-only stock strategies alongside ETF approaches, managing accounts primarily on a discretionary basis with customized portfolio options available.

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.

Sue Grbac is a financial advisor at Strategic Advisory Services, L.L.C. in Houston, TX, holding a Series 65 credential with 23 years of industry experience. She has worked at Strategic Advisory Services since 2014 and has been involved with affiliated entities including Strategic Risk Management, Inc. and The Strategic Group, L.P. since 1985. Strategic Advisory Services provides wealth management, asset allocation, and third-party money manager oversight for individual clients, trusts, estates, and other entities. The firm emphasizes manager and asset-class selection and uses SEI and other third-party managed account programs, offering customized allocations and ongoing discretionary monitoring.

John Blackburn is a financial advisor at McKinney Capital Management with one year of industry experience. He holds a Series 66 designation and has previously worked at Catalyst Wealth Management LLC and Innovation Partners LLC. He is also a licensed insurance agent. McKinney Capital Management provides personalized discretionary and non-discretionary investment management services to individuals and entities such as family offices, trusts, and nonprofit organizations. The firm employs a fundamental analysis approach with a generally long-term investment strategy while incorporating a range of investment vehicles, including mutual funds, equities, and alternative investments.

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.

Loyd Stegent is a CFP® and PFS™ credentialed financial advisor with 27 years of industry experience. He is the principal of Stegent Equity Advisors Inc. and has been involved with Stegent Financial Services, PC, a certified public accounting business, since 1996. Stegent Equity Advisors provides personal financial planning and discretionary investment management to individuals, high-net-worth clients, business owners, charitable institutions, and other organizations. The firm integrates its advisory services with a related CPA practice, emphasizing tax, cash-flow, and compensation planning alongside investment strategies that combine fundamental and technical analysis within a buy-and-hold framework.

Jonathan Swanburg is a CFP® professional working with TSA Wealth Management in Houston, TX, bringing 16 years of industry experience. His prior roles include positions at Calton & Associates, Inc. and Tristar Advisors. He serves as president of FB LAX, a youth sports nonprofit organization. TSA Wealth Management is an SEC-registered advisory firm managing approximately $359 million across 262 client accounts. The firm provides discretionary managed portfolios, written investment strategies, and consulting services tailored to individuals, corporations, and charitable entities.

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.