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 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.

James Crawford Jr. is a financial advisor at JHM Asset Management, LLC with 19 years of industry experience. He holds Series 63 and Series 66 designations and worked previously at Fruth Investment Management for seven years before joining JHM Asset Management in 2018. JHM Asset Management is an independent registered investment adviser that offers discretionary investment management and consulting services primarily to individual and high-net-worth clients, as well as corporate plan participant accounts. The firm creates tailored, long-term investment plans using fundamental, technical, and cyclical analysis and is notable for actively servicing corporate accounts through an outsourced platform.

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.

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® professional with seven years of industry experience, currently operating as the sole advisor at Measure Twice Financial LLC. He previously worked at Legacy Asset Management, Inc. and spent seven years at St. Luke's United Methodist Church. Garrett also owns two educational websites that provide financial planning content for the public and other advisors. Measure Twice Financial LLC offers fee-only financial planning services to individuals, high-net-worth clients, and corporations through comprehensive written plans and hourly engagements. The firm does not manage client assets directly and uses various investment analysis methods within a modern portfolio theory framework, focusing on 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 with VIA IV Investments, LLC in Houston, TX, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He has worked with Mann Wealth Management, LLC since 2017 and has been involved in his own insurance business activities, serving on the board of Partners Equity Group. Additionally, he hosts "Money Show with Scott Mann," a monthly radio program featuring a question-and-answer format. VIA IV Investments provides discretionary portfolio management primarily to individual and high-net-worth clients, with services extending to institutions, trusts, and retirement plans. The firm utilizes proprietary, custom-indexed model portfolios that combine long-term hold strategies and occasional shorter-term trades, and it offers a lower-minimum digital advisory program alongside access to private alternative funds for qualified investors.

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 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.

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.