Patrick Shinn is a CFP® with 32 years of industry experience and has been with Heritage Asset Advisors Ltd., LLP since 2007. He is based in Houston, TX, and holds Series 63 and Series 65 licenses. Outside of his advisory role, Mr. Shinn hosts a weekly radio show called Money Matters on KTRH in Houston. Heritage Asset Advisors is an independent firm with a four-advisor team managing approximately $256 million for around 400 clients. The firm provides investment advisory services to individuals, pension plans, trusts, estates, charitable organizations, and business entities, employing a tailored investment process that incorporates fundamental, technical, and cyclical analysis.

Laura Full is a financial advisor at A3 Capital Advisors in Houston, TX, holding a Series 66 designation with 18 years of industry experience. She previously worked at Hourglass Capital, LLC from 2008 to 2026 before joining A3 Capital Partners, LLC. A3 Capital Advisors is a small registered investment adviser serving primarily high-net-worth individuals with discretionary portfolio management and investment consulting. The firm emphasizes individualized Investment Policy Statements, fundamental analysis, and long-term trading strategies, managing both traditional asset-based and performance-fee accounts.

Fred Dittman III is a financial advisor with Virtuevian Ventures and holds a Series 66 designation. He has 15 years of industry experience, including prior work at Wells Fargo Clearing. Outside of his advisory role, he is involved in ranch management and works as a hunting guide seasonally. Virtuevian Ventures serves individual and high-net-worth clients, trusts, estates, and certain business accounts, providing discretionary wealth management, financial planning, and retirement guidance. The firm emphasizes personalized portfolio management using a combination of fundamental, technical, cyclical, and charting research methods, and incorporates low-cost mutual funds, ETFs, individual stocks, bonds, and options contracts, including derivatives.

James Walter is a financial advisor with Founders Capital Management Inc in Houston, TX. He holds Series 63 and Series 65 designations and has 32 years of industry experience. His prior roles include positions at Shamrock Equity Advisors, Quasar Distributors, Lighthouse Capital Management, and Connecticut General Life Insurance Co. Founders Capital Management provides customized investment management to individuals, high-net-worth clients, trusts and estates, charitable organizations, pension and profit-sharing plans, and businesses. The firm employs fundamental analysis combined with external research and internal committee review, offering growth, balanced, or conservative investment profiles with a multi-quarter to multi-year horizon.

Kevin Londergan is a financial advisor with BayRock Financial, L.L.C. He holds a Series 63 designation and has 23 years of industry experience. He is a partner in the CPA firm Bond, Snider, Glaw & Londergan, LLP, which focuses on income and estate tax planning, tax return preparation, asset protection, and general business advisory services for small business owners. He is also part owner of Oglesby & Londergan Financial Services, Inc., a firm now specializing in tax planning and small business advisory. BayRock Financial provides fee-only investment management and financial planning services to individuals, families, retirees, business owners, trusts, estates, and retirement plans. The firm constructs diversified, long-term portfolios tailored to each client’s circumstances and integrates financial planning into advisory relationships using various planning tools and subscription-based services.

Robert Rexford is a financial advisor at Rexford Capital in Bellaire, TX, holding Series 65 and Series 63 licenses with four years of industry experience. His background includes roles at Goldman Sachs, Deloitte, Morgan Stanley Wealth Management, and academic positions at Southern Methodist University and USC. Rexford Capital is a fee-only, SEC-registered investment adviser managing approximately $151 million for primarily affluent individuals and retirees, along with corporations, trusts, and institutional clients. The firm employs a long-term, behaviorally informed investment approach emphasizing equity exposure with complementary fixed income and uses AI-supported research while maintaining discretionary portfolio management under a fiduciary standard.

Frank Mckinney III is a financial advisor at McKinney Capital Management with 26 years of industry experience. He holds the Series 66 designation and has worked at firms including Mutual Securities, Inc., Cetera Advisors LLC, and Securities America Advisors, Inc. He is also an independent insurance agent. McKinney Capital Management provides discretionary and non-discretionary investment management services to individuals, family offices, trusts, estates, private foundations, and nonprofit organizations. The firm employs a fundamental analysis approach with a generally long-term investment strategy, and also facilitates the use of external managers and referrals to independent third-party advisers.

Sarah Mizell is a financial advisor at Cove Wealth Management in Houston, TX, holding a Series 65 designation with 12 years of industry experience. She previously worked at Valued Retirements and has been involved with the Julianna Poor Memorial Counseling Center for over a decade. Cove Wealth Management provides discretionary, fee-only investment management supported by financial planning and wealth coordination services to individuals, families, trusts, estates, and select institutional clients. The firm serves a mix of high-net-worth and non-HNW clients, focusing on long-term fiduciary stewardship and customized portfolio management using low-cost ETFs, mutual funds, and outside Independent Managers when appropriate.

William Garwood is a Series 65-licensed financial advisor with Cypress Asset Management Inc. in Houston, TX, where he has worked since 2012. He has 13 years of industry experience. Outside of his advisory role, he manages operations at W2 Development Partners, a land development business. Cypress Asset Management, Inc. is an independent investment adviser providing separately managed portfolios to individuals, trusts, estates, small businesses, charitable organizations, and retirement plans. The firm focuses on long-term, fundamental equity investing and offers distinct strategies tailored to client objectives, managing a substantial asset base with a small advisory team.

Michael Garcia is a financial advisor with ViaQuest Advisors LLC in Houston, TX, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior experience includes ten years at Arbor Point Advisors and Securities America Inc. He is also a licensed insurance agent. 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 recently added pension consulting services and employs a varied investment approach combining fundamental, technical, cyclical, and economic analysis.

Katie Tennent is a financial advisor with Heritage Asset Advisors Ltd., LLP in Houston, TX, holding a Series 65 designation and 16 years of industry experience. She has been with Heritage Asset Advisors since 2009, working as part of a four-advisor team. Heritage Asset Advisors is an independent firm managing approximately $256 million for around 400 clients, serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs a combination of fundamental, technical, and cyclical analysis tailored to each client's profile, offering both discretionary and non-discretionary portfolio management, and sponsors a wrap fee program.

Deborah Andrews is a financial advisor at Custom Wealth Solutions with 34 years of industry experience. She holds Series 63 and Series 65 designations and has worked at firms including Cetera Advisors LLC and Cambridge Investment Research Advisors, Inc. Andrews also operates an independent insurance agency, Andrews Financial Services, where she is an owner and agent. Custom Wealth Solutions is a small advisory firm serving individual and high-net-worth clients with discretionary asset management. The firm combines personalized portfolio management with platform-based strategies through the Orion Portfolio Solutions program and incorporates Monte Carlo planning techniques in its investment approach.

Sally Branson is a financial advisor with Texas Family Wealth, LLC, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. Her career includes 14 years at Raymond James Financial Services Advisors, Inc., and she has served in a political office for the City of Friendswood since 2017. Outside of her advisory work, she is involved in public service through her role with the City of Friendswood. Texas Family Wealth serves individuals, families, trusts, estates, small businesses, and retirement plans with customized wealth management, portfolio management, financial planning, and retirement plan advisory services. The firm employs a fiduciary, long-term investment approach using a combination of fundamental and technical analysis and sponsors a wrap fee program that incorporates trading costs into asset-based fees.

John Barry is a financial advisor at Core Capital Management and Research Inc. in Houston, TX, holding a Series 65 designation with 13 years of industry experience. He has been with Core Capital since 2016 and also serves as Vice President of Marketing at BMC Software, Inc., a non-investment role he has held since 1999. Additionally, Barry is President of JB3 Marketing Group, a marketing and insurance sales business he founded in 2008. Core Capital Management and Research Inc. provides discretionary and non-discretionary investment advisory services to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a combination of fundamental, technical, charting, and cyclical analysis in its investment strategies, which include long- and short-term purchases, trading, short sales, option writing, and futures.

Wesley Kubesch is a CFA® charterholder with 20 years of industry experience. He is currently with Durable Dividend Growth Strategies, L.P. and has held prior roles at Corient Services LLC, Galapagos Wealth Management, and Regatta Research & Money Management L.L.C. among others. Durable Dividend Growth Strategies, L.P. provides discretionary portfolio management and sub-advisory services primarily to high-net-worth individuals, charitable organizations, and businesses. The firm employs a model-driven investment approach focused on dividend stability and growth, free cash flow, leverage, and profitability, with portfolios designed for tax efficiency and a mix of technical and fundamental analysis.

Cory Mizell is a financial advisor with Cove Wealth Management in Houston, TX, holding a Series 65 designation and 10 years of industry experience. He has worked at Valued Retirements, Inc. since 2016 and has a background with Solvay Chemicals dating back to 2014. Cove Wealth Management provides discretionary, fee-only investment management supported by financial planning and wealth coordination services to individuals, families, trusts, estates, and select institutional clients. The firm serves both high-net-worth and non-HNW clients, focusing on customized investment strategies that incorporate low-cost ETFs, mutual funds, individual securities, and independent managers.

Alvaro Trullenque is a financial advisor at Camden Wealth Advisors LLC with 30 years of industry experience. He holds Series 63 and Series 65 designations and has been with Camden Wealth Advisors since 2009. He also serves as a managing member and investment adviser representative at Inscription Family Office, LLC. Outside of his advisory roles, he is a partner in a real estate business, TP International. Camden Wealth Advisors provides discretionary and non-discretionary investment management, comprehensive financial planning, family office services, and pension consulting to high-net-worth individuals, families, family offices, trusts, and institutions. The firm offers customized investment strategies and may engage third-party managers to align with client goals.

Henry Vail is a financial advisor at Sucré-Vail Wealth Advisors in Houston, TX, with 28 years of industry experience. He has held Series 63 and Series 65 licenses and has been with Sucré-Vail Wealth Advisors since 2006, following a prior career at Vail & Associates from 1991 to 2020. Sucré-Vail Wealth Advisors is a state-registered investment adviser serving individuals, family offices, trusts, estates, businesses, and retirement plans. The firm offers customized investment management, financial planning, consulting, and Personal CFO services, using fundamental analysis to build long-term portfolios composed of individual bonds, mutual funds, and ETFs, managed on a non-discretionary basis.

Matthew Dockall is a CFP® professional with nine years of industry experience, currently serving at Presidio Financial, LLC in Houston, TX. He has prior experience with Park Avenue Securities and operates Dockall Financial Stewardship, LLC. Outside of his advisory role, he coordinates a church event for students as part of his pastoral support activities. Presidio Financial serves individuals, business entities, and retirement plans through discretionary asset management, comprehensive financial planning, and fiduciary services. The firm’s investment approach is based on Modern Portfolio Theory, passive and factor-based strategies, asset allocation, and periodic rebalancing, with portfolio management tailored to client risk profiles.

Brock Hedgecoke is a CFP® and holds a Series 66 license with five years of industry experience. He is currently with Perennial Wealth Advisors, LLC and has prior experience at Ameriprise and several other advisory firms. Perennial Wealth Advisors provides financial planning, consulting, and discretionary investment management to individuals, trusts, estates, and business entities. The firm employs a strategic asset allocation approach grounded in Modern Portfolio Theory and fundamental analysis, primarily utilizing ETFs, mutual funds, and liquid alternative investments.