Lance Roberts is a financial advisor at SimpleVisor with 23 years of industry experience. He holds Series 63 and Series 65 designations and has worked with multiple RIAs, including RIA Global Research, LLC, where he currently provides financial advice. SimpleVisor is an SEC-registered online automated investment adviser offering a digital platform of model portfolios to retail and high-net-worth clients. The firm uses a risk-tolerance questionnaire to match clients with portfolios composed of ETFs, individual stocks, and bonds, employing fundamental, technical, cyclical, and charting analysis in its investment approach.

Charles Scavone is a CFA® charterholder based in Houston, TX, with 10 years of industry experience. He has worked at Oak Harvest Investment Services and Oak Harvest Financial Group since 2023, following prior roles at PricewaterhouseCoopers and as a self-employed advisor. Oak Harvest Investment Services provides portfolio management, financial planning, and retirement plan sponsor services to individuals, families, and high-net-worth clients. The firm manages both discretionary and non-discretionary accounts using a range of investment vehicles, including mutual funds, ETFs, equities, and fixed income, with an emphasis on tailored allocations and ongoing account monitoring.

Don Childress is a CFA® charterholder with 27 years of industry experience, currently serving at Childress Capital Advisors, LLC since 2020. His prior experience includes roles at Stifel, Nicolaus & Company, Incorporated and Barclays Capital Inc. He serves on the board of the Camp Ozark Foundation, which provides a Christ-centered camp experience and mentoring for children and youth. Childress Capital Advisors is an SEC-registered firm managing approximately $826 million across about 327 client accounts with a five-advisor team. The firm offers discretionary investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, and institutions, employing a combination of fundamental, technical, and relative-strength analysis along with both active and passive strategies.

John Alyo is a financial advisor at Harvest Investment Services, LLC with 25 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Harvest Investment Services since 2011, following a prior tenure at Proequities, Inc. He also serves as the designated principal and office manager at Harvest Financial Planning Group. Harvest Investment Services, LLC offers discretionary and non-discretionary portfolio management, financial planning, and consulting services to a diverse client base including individuals, retirement plans, trusts, and institutions. The firm employs an actively managed tactical investment approach and operates through a multi-advisor team structure across several offices.

Brian Sak is a CFP® and ChFC® professional with 22 years of industry experience. He is affiliated with Granite Harbor Advisors, INC., where he has worked since 2015 and its related entity Granite Harbor Group since 2016. Outside of his advisory work, he serves as president and secretary of Last Diamond Hunting Group, LLC, a management role involving lease dues, game harvesting, and property maintenance. Granite Harbor Advisors serves individual and high-net-worth clients, as well as institutional sponsors including retirement plans and insurance companies, offering asset management, financial planning, and retirement plan consulting. The firm also sponsors multiple private funds and provides advisory and operational support for pooled investment vehicles, utilizing a broad range of public and private securities in its portfolio construction.

Benjamin Hadley is a financial advisor at Skybound Wealth USA with 10 years of industry experience. He holds a Series 65 designation and previously worked at Brite Advisors USA, Inc. for 10 years before joining Skybound Wealth Management USA, LLC. Skybound Wealth USA serves individuals, families, and internationally mobile clients with investment management, financial planning, and cross-border pension advice, including UK pension transfers. The firm uses a centralized investment governance framework and manages most client assets on a non-discretionary basis, with a focus on coordinated estate planning and a range of structured product offerings.

Josh Matthews is a financial advisor at Brownlee Wealth Management in Houston, TX, holding a Series 65 designation. He has one year of experience in financial advising and previously worked in the real estate and development sectors with firms including Hines Interests LP and Greystar Development Group. Brownlee Wealth Management provides investment management and financial planning services to individuals, high-net-worth clients, and businesses, with a focus on employees of large energy companies. The firm employs a Modern Portfolio Theory-based approach, primarily utilizing passive, buy-and-hold portfolios and tax-aware strategies, and uses a flat fee model rather than asset-based billing.

Frederick Van Wyk is a financial advisor at FCA Corp in Houston, TX, holding a Series 65 credential with two years of industry experience. He has been with FCA Corp since 2018 and previously worked at the University of Houston and Saxo Capital Markets South Africa. FCA Corp provides portfolio management, financial planning, and consulting services to individuals, managed entities, and open-end investment companies. The firm offers customized investment solutions based on fundamental and macroeconomic analysis and also serves as adviser to registered open-end funds and private pooled entities.

Luis Jimenez Perez is a financial advisor at MMBG Investment Advisors Co. with a Series 65 credential and one year of industry experience. Prior to joining MMBG, he worked for Banco Santander International for seven years and Banco Santander Mexico for six years. MMBG Investment Advisors Co. provides discretionary investment management and limited financial planning to individuals, businesses, and institutional investors, managing approximately $2.46 billion in discretionary assets. The firm employs a global investment approach that combines macro analysis with fundamental security selection, offering customized portfolios that include equity and fixed-income holdings tailored to client objectives.

Jake Ranostaj is a financial advisor at Stenger Family Office, LLC with six years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at JP Morgan Chase and Cetera Investment Services. Stenger Family Office manages approximately $735 million for a diverse client base including individuals, trusts, and charitable organizations. The firm offers financial planning, portfolio management, family office services, and pension consulting, utilizing factor analysis and fundamental security analysis to tailor client portfolios.

James Ratliff is a CFP® and ChFC® with 20 years of industry experience, currently serving at RIA Advisors. His prior work includes roles at RIA Global Research LLC, RIA Wealth Advisors, LLC, Clarity Financial, LLC, and J.P. Morgan Securities LLC. He is an owner of SimpleVisor, a registered SEC robo investment adviser. RIA Advisors provides fee-based portfolio management and financial planning to individuals, charitable organizations, small businesses, and tax-qualified retirement plans. The firm manages approximately $1.53 billion in client assets and employs a blended investment approach incorporating fundamental and technical analysis, value investing, and Modern Portfolio Theory.

Casey Wolff is a financial advisor at The Advisory Resource Group, LLC with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including SII Investments and Compass Pointe Financial, LLC. Wolff is based in Houston, TX. The Advisory Resource Group serves individuals, high-net-worth clients, retirement plans, trusts, and other entities, offering investment management and financial planning services. The firm uses a team-based research process and constructs portfolios from mutual funds, ETFs, and individual securities, managing approximately $809 million across about 712 client relationships.

Alexander Liepman is a financial advisor with Kingwood Investment Group, holding a Series 66 designation and eight years of industry experience. His career includes roles at Next Financial Group, Inc. and Brooks Brothers. Kingwood Investment Group is a five-advisor SEC-registered team serving individual and high-net-worth clients. The firm manages discretionary portfolios and financial plans tailored to client goals and risk tolerance, using a mix of asset allocation, technical analysis, and trading strategies, with quarterly account reviews.

Kumar Patel is a financial advisor at Skybound Wealth USA with a Series 65 designation and two years of industry experience. Prior to joining Skybound Wealth USA, he worked in technology and consulting roles at firms including nCino and ComplyAdvantage. Skybound Wealth USA serves individuals, families, and internationally mobile clients with investment management, financial planning, and specialized cross-border pension advice, including UK pension transfers. The firm emphasizes a centralized investment governance framework and primarily provides non-discretionary advice while maintaining international affiliations and a suite of related financial services.

Randolph Burch III is a financial advisor at Haven Wealth Group in Houston, TX, holding a Series 65 designation. He has one year of industry experience with prior roles at PlainsCapital Bank and Ameriprise. Outside of finance, he has teaching experience at the University of Houston. Haven Wealth Group provides discretionary investment management and comprehensive financial planning for individuals, high-net-worth clients, foundations, pensions, endowments, and 401(k) plans. The firm employs a values-based, tailored asset-allocation approach that includes individual stocks, bonds, ETFs, and options within portfolios.

Robert Koort is a CFA® charterholder with 27 years of industry experience. He is currently with Childress Capital Advisors, LLC and previously worked at Goldman Sachs & Co for 18 years and at Appian Way Asset Management / Koort Research for three years. Childress Capital Advisors provides discretionary investment management, financial planning, and consulting services to a diverse client base including individuals, high-net-worth investors, institutions, trusts, qualified purchasers, and retirement plans. The firm employs a multifaceted investment approach that incorporates fundamental and technical analysis, tactical asset allocation, and the use of derivatives and alternative investments where appropriate.

Rosalie Groendes is a financial advisor at Haven Wealth Group in Houston, TX, holding a Series 65 designation with 10 years of industry experience. She has been with Haven Wealth Group since 2015, working as part of a nine-advisor team. Haven Wealth Group provides discretionary investment management and comprehensive financial planning for individuals, foundations, pension and 401(k) plans, and some corporations. The firm emphasizes direct selection of individual stocks and bonds, tailoring asset allocations to client risk tolerance and financial needs, and integrates both income-producing and growth-oriented investments in its portfolios.

Zachary Majors is a CFP® with 16 years of industry experience. He is a principal at Centric Advisors, LLC, where he has worked since 2016, and previously affiliated with Cetera Investment Services LLC. Outside of his advisory role, Majors provides consulting services through Majors Family Holdings LLC, focusing on business growth and operational efficiency. Centric Advisors offers portfolio management and financial planning services to individuals, high-net-worth clients, corporations, and charitable organizations. The firm employs a combination of fundamental, technical, and cyclical analysis in its investment approach and utilizes a range of trading strategies including margin, short sales, and options.

Steven Hobbs is a financial advisor at Managed Financial Services Corp., Inc. in Houston, TX, holding Series 63 and Series 65 licenses with 25 years of industry experience. He has been with Managed Financial Services Corp., Inc. since 1999. Managed Financial Services Corporation serves individual and high-net-worth clients as well as corporate pension and profit-sharing plans and other institutional entities. The firm manages investments through a seven-advisor team that uses a committee-based approach incorporating proprietary scorecards and Modern Portfolio Theory criteria to guide portfolio decisions.

Terri Canterbury is a financial advisor with Kingwood Investment Group in Galveston, TX, holding a Series 66 designation and 26 years of industry experience. Her prior roles include positions at NEXT Financial Group, Cetera Advisor Networks LLC, and Alegent Health Care Systems. In addition to her advisory work, she operates Gulf View Insurance Solutions as an insurance agent and provides healthcare navigation consulting. Kingwood Investment Group serves individual and high-net-worth clients with discretionary portfolio management and financial planning, tailoring investment strategies to client objectives and risk tolerance. The firm employs a small team approach, managing approximately $120 million in discretionary assets and offering both direct management and third-party sub-advisor services.