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.

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.

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.

Stephanie Blakes is a CFP® with 16 years of industry experience. She is an owner and Chief Compliance Officer at Seren Wealth Advisors, LLC, where she has worked since 2016. Prior to that, she was an independent contractor at Calderwood Financial Strategies and has experience as a real estate broker and insurance agent in Houston, TX. Seren Wealth Advisors serves individual and high-net-worth clients, as well as small business retirement plans, providing discretionary portfolio management, financial planning, and retirement plan consulting. The firm’s investment process is goal-driven and documented with investment policy statements, combining fundamental and technical analysis, and is owner-managed with a focus on client education through public seminars and financial-literacy workshops.

Alfredo Miranda is a financial advisor at Camden Wealth Advisors LLC in Houston, TX, holding a Series 65 designation with 11 years of industry experience. His career includes roles at Cantata Wealth Management, Highpoint Technology Group, and Creativemass Enterprises. Camden Wealth Advisors offers discretionary and non-discretionary investment management, comprehensive financial planning, family office services, and pension consulting to high-net-worth individuals, families, trusts, and institutions. The firm develops customized investment strategies, manages accounts with various techniques, and coordinates advanced planning through affiliated family office entities.

Amber Koenig is a financial advisor at Innova Wealth, LLC with two years of industry experience. She holds a Series 65 credential and has worked at Accurate Wealth Management and Keller Williams Southwest prior to her current role. Innova Wealth, LLC provides ongoing portfolio management and financial planning primarily to individual and high-net-worth clients. The firm combines fundamental analysis and modern portfolio theory with a long-term trading orientation and a time-segmented approach to retirement income, offering discretionary portfolio management as well as hourly financial planning services.

Michael Pearl is a financial advisor at Pearl Capital Investments in Montgomery, TX, holding a Series 65 designation with four years of industry experience. Prior to joining Pearl Capital Investments, he worked at USA Compression Partners, LP and Anadarko Petroleum. Pearl Capital Investments is a small registered investment adviser serving high-net-worth and qualified individual clients through discretionary portfolio management. The firm employs a combination of quantitative techniques, fundamental analysis, and modern portfolio theory, and is notable for its use of performance-based compensation and explicit derivatives strategies within separately managed accounts.

Brad Sanders is a financial advisor with Firethorn Partners, LLC in Houston, TX, holding Series 63 and Series 65 credentials and five years of industry experience. Prior to joining Firethorn Partners in 2017, he was involved with S[cubed] Gastronomic Group LLC from 2013 to 2017. Firethorn Partners serves individual and high-net-worth clients, as well as pooled investment vehicles, trusts, and businesses, offering discretionary portfolio management, financial planning, tax-aware services, and retirement-account rollover advice. The firm employs a tactical index-weighting approach to asset allocation and manages portfolios with global exposure through individual equities and ETFs.

Jared Tobin is a CFP® with four years of industry experience, currently serving as an advisor at Olive Wealth Management in Houston, TX. He has been with Olive Wealth Management since 2021 and previously attended Texas Tech University. Olive Wealth Management is a small, supported registered investment adviser managing approximately $83.9 million across 54 clients. The firm serves individuals, high-net-worth clients, small businesses, trusts, and retirement plans, providing discretionary portfolio management and integrated financial planning with a focus on tax efficiency, cost minimization, and diversified global asset-class portfolios.

Brian Koepp is a financial advisor with Sonnet, LLC, holding Series 63 and Series 66 credentials and bringing 21 years of industry experience. He has worked at Sonnet since 2016 and also serves as Chief Investment Officer at Revo Financial, where he is responsible for updating and maintaining money management models. Sonnet, LLC provides discretionary and non-discretionary asset management and retirement-planning services to individuals, high-net-worth clients, trusts, small businesses, and churches. The firm employs a combination of passive strategic allocations and actively managed quantitative and tactical models, offering multiple distinct money-management strategies including options-based approaches and maintaining oversight of approximately $148 million in assets across 269 client relationships.

Joseph Piazza III is a CFP® professional with 11 years of industry experience, currently serving at Presidio Financial, LLC in Houston, TX. He has held roles at Guardian Life, Wealth Design Group, and John Paul II Catholic School, and operates Piazza Wealth Strategies, LLC as a holding company for Presidio Financial. Presidio Financial serves individuals, business entities, and retirement plans through discretionary asset management, financial planning, and fiduciary services. The firm employs a Modern Portfolio Theory-based approach, utilizing passive and factor-based strategies with tailored risk profiles, and offers both in-house and co-advised portfolio management.

Matthew Semeyn is a CFP® with 19 years of experience in the financial services industry. He is currently with McKinney Capital Management in Houston, TX, where he has worked for over a decade. His prior experience includes roles at Cetera and Mutual Securities, Inc. Semeyn is also an independent insurance agent in addition to his advisory work. McKinney Capital Management provides personalized discretionary and non-discretionary investment management to individuals and various entities, including family offices, trusts, estates, private foundations, and nonprofit organizations. The firm employs a fundamental analysis-based approach with a generally long-term investment strategy while incorporating shorter-term trades when appropriate.

Carlos Perez is a financial advisor at Camden Wealth Advisors LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Camden Wealth Advisors since 2014. In addition to his advisory role, Perez is co-owner of Accesum Consulting Services, a business development and market consulting firm focused on Mexico and Latin America. 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, and institutions. The firm develops customized investment policies and asset allocation strategies, offering tailored portfolios reviewed annually using fundamental and technical analysis.

Tyler West is a CFP® professional with one year of industry experience, currently serving at C.L. Sheldon & Company, LLC. His prior roles include positions at Your Money Line and Upward Bound, as well as experience with Broome County Government and the United States Army Reserves. C.L. Sheldon & Company is a small, fee-only advisory firm focusing on individual and high-net-worth clients. The firm offers bundled financial planning, wealth management, standalone consulting, and financial coaching, with an emphasis on asset-allocation-driven portfolios managed on a non-discretionary basis.

Barrett Ward is a Certified Financial Planner (CFP®) and holds a Series 65 license, with six years of industry experience. He is currently a financial advisor at Champion Advisors LLC, where he has worked since 2019, and previously worked at Valcorra Capital. Outside of his advisory role, Ward serves as a financial consultant for Blandford Family Partnership, Ltd., focusing on financial statement analysis and securities evaluation for family financial holdings. Champion Advisors LLC provides discretionary investment management and tailored advisory services for individuals, high-net-worth clients, trusts, estates, and foundations. The firm employs a long-term, buy-and-hold investment approach based on Modern Portfolio Theory, emphasizing strategic asset allocation and global diversification through passive mutual funds, laddered bonds, and investment-grade fixed income.

Matthew Caire is a CFP® and CFA® with six years of industry experience, currently serving at Woodward Caire Advisors, LLC. He previously held positions at Vaughan Nelson Investment Management, Houston Trust Company, Patriot Wealth Management, and Linscomb Wealth. Outside of his advisory role, he teaches investments for the CFP program at Rice University’s Glasscock School of Continuing Studies. Woodward Caire Advisors serves high-net-worth individuals, trusts, family offices, and other registered advisers, generally applying a $1 million minimum for direct management. The firm offers discretionary wealth and portfolio management with integrated financial planning, following a Sustainable Growth at a Reasonable Price (SGARP) investment philosophy implemented through a quantitative and qualitative bottom-up process.

Chukwuemeka Uzoukwu is a financial advisor with Dynamique Capital Advisors, holding Series 66, 65, and 63 licenses and having 13 years of industry experience. His background includes roles at NYLIFE Securities LLC, New York Life, and Citigroup Global Markets, among others. Outside of his advisory work, he serves as a non-compensated member of the Board of Governors for Dover College and a non-executive director for Guinea Plc, an insurance carrier. Dynamique Capital Advisors primarily serves high-net-worth individuals and plan sponsors, offering discretionary portfolio management, retirement plan consulting, and financial planning. The firm employs a tactical asset allocation strategy using fundamental, technical, cyclical, and event-driven analysis and manages approximately $25 million across ten client relationships.

Steven Frueh is a Series 66-registered financial advisor with Wealth Management Investment Advisors, LLC, based in Spring, TX, and has 19 years of industry experience. His prior roles include positions at Sonnet, LLC, Regal Investment Advisors LLC, Onyx Wealth Advisors, Inc., and Valic Financial Advisors. He is also a managing member of Galmont, LLC. Wealth Management Investment Advisors, LLC serves individual and high-net-worth clients, trusts, small businesses, and churches by providing comprehensive financial planning and wealth-management consulting. The firm focuses on advising clients on goals and asset allocation while referring assets to third-party money managers who implement strategies based on fundamental, modern portfolio theory, and technical analysis.

Laura Smith is a CFP® with 17 years of industry experience and has been with Heritage Asset Advisors Ltd., LLP since 2009. She is based in Houston, TX, and holds a Series 65 license. Heritage Asset Advisors is an independent firm with a four-advisor team managing approximately $256 million for around 400 clients. The firm serves individuals, pension plans, trusts, estates, charitable organizations, and business entities using a combination of fundamental, technical, and cyclical analysis tailored to each client’s profile, with both discretionary and non-discretionary account management options.