Patrick Feldman is a financial advisor at SCP Steward Capital Advisers LLC in Houston, TX, with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at SCP Steward Capital Advisers LLC since 2019, previously serving at Steward Securities Group LLC and operating as a self-employed consultant specializing in portfolio and hedge evaluation. Outside of investment advisory, he has provided consulting services through his independent contracting work with TMST, Inc. SCP Steward Capital Advisers LLC offers discretionary investment management and consulting primarily for institutional clients and pooled vehicles, employing fundamental, technical, and cyclical analysis across a broad range of securities. The firm emphasizes tailored strategies aligned with client objectives and risk tolerances, operates on a fee-only basis, and maintains formal compliance controls without physical custody of client assets.

Amy Garza is a financial advisor with Heritage Asset Advisors Ltd., LLP in Houston, TX, holding Series 63 and Series 65 designations and bringing 26 years of industry experience. She has been with Heritage Asset Advisors since 2007. Heritage Asset Advisors is an independent advisory firm with a four-advisor team managing approximately $256 million for about 400 clients. The firm serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities, employing fundamental, technical, and cyclical analysis tailored to each client’s profile and offering both discretionary and non-discretionary account management.

Benjamin Childs is a financial advisor with Wealth Management Investment Advisors, LLC, holding a Series 65 credential and 14 years of industry experience. He has served as an owner of Sonnet, LLC, an affiliated registered investment adviser, since 2016. Childs is also a managing member of Green Phoenix, LLC, where he conducts insurance sales on a limited basis. Wealth Management Investment Advisors, LLC provides financial planning and wealth-management consulting to individuals, high-net-worth households, trusts, small businesses, and churches. The firm advises on investment goals and asset allocation and refers client assets to third-party money managers, utilizing fundamental and technical analysis without charging traditional percentage-of-assets-under-management fees.

William Garwood is a financial advisor at Cypress Asset Management Inc with 22 years of industry experience. He holds a Series 65 credential and has been with Cypress since 1996. Outside of his advisory role, he is a passive equity owner and limited partner in industrial construction and holding companies. Cypress Asset Management, Inc. provides separately managed portfolio services to individuals, trusts, estates, small businesses, charitable organizations, and retirement plans. The firm emphasizes long-term, fundamental equity investing with a focus on income, cash flow, balance sheet strength, and competitive position, managing a range of distinct strategies tailored to client objectives.

Carolyn Douglas is a CFP® with 22 years of industry experience and has been with Integra Wealth Advisors, LLC in Houston, TX since 2011. She holds a Series 65 license and works at a firm with a total of two advisors. Integra Wealth Advisors provides fee-only wealth management and financial planning services to individuals, high-net-worth families, trusts, estates, and business owners. The firm offers comprehensive financial planning and investment management through an integrated approach that addresses both asset allocation and clients’ behavioral factors, utilizing a combination of passive and active managers along with alternative strategies when appropriate.

James Lundgren is a financial advisor at HG Capital Advisors, LLC in Houston, TX, with 22 years of industry experience. He has been with HG Capital Advisors since 2001 and previously worked at Concert Wealth Management, Inc. Additionally, he is a principal of Ginger House Music, LLC, managing music promotion and booking. HG Capital Advisors provides discretionary portfolio management and advisory services to individuals, institutions, small businesses, other advisers, and investment companies. The firm employs strategic asset-allocation models and proprietary market-timing programs, offering both discretionary management and licensed timing signals to third parties.

Joshua Hebert is a CFP® professional with 19 years at Beacon Financial Advisors Ltd in Houston, TX. He has five years of industry experience. Beacon Financial Advisors Ltd is a fee-only investment adviser managing approximately $290 million across 94 client relationships. The firm provides ongoing investment management and financial planning for individuals, families, and related entities, using an IPS-driven, balanced global asset allocation with a preference for active managers and primarily no-load mutual funds.

Thomas Kennedy is a CFP® professional with 18 years of experience in the financial services industry. He currently serves as an advisor at Alteris Capital Partners, LLC and has prior experience at Global Wealth Advisors, Commonwealth Financial Network, and Prudential Investment Management Services. Outside of his advisory role, he is co-owner of Business Financial Group Human Resource Management, an HR consulting and payroll services firm. Alteris Capital Partners provides discretionary investment management, financial planning, and business consulting to individuals, trusts, estates, and institutional clients. The firm emphasizes customized, long-term portfolios using low-cost mutual funds and ETFs, with an investment process that incorporates fundamental, technical, and cyclical analysis.

Jennifer Migdal is a CFP® and holds a Series 65 license with 19 years of experience in financial planning. She currently works at Cove Wealth Management and has been with Forthright Financial Planning LLC since 2007. Cove Wealth Management provides fee-only investment management, financial planning, and wealth coordination services to individuals, families, trusts, charitable organizations, businesses, and retirement plans. The firm manages approximately $166.6 million and emphasizes customized investment policies, diversified low-cost funds, and a long-term holding strategy while coordinating multiple outside professionals for high-net-worth clients.

Larry Dubose is a financial advisor at Centurion Counsel Inc with four years of industry experience. He holds a Series 65 license and has been with Centurion Counsel since 2022. In addition to his advisory role, he serves as a consultant for Presidio Property Trust in San Diego, CA. Centurion Counsel Inc offers a discretionary Strategic Asset Allocation wrap-fee program for individual and institutional clients, managing approximately $58.5 million across about 143 accounts. The firm uses Modern Portfolio Theory and optimization software to build diversified portfolios tailored to client risk and reward preferences, and acts as the portfolio manager for its own wrap-fee program.

Liebe Miller is a financial advisor at Signature Financial Advisors with 39 years of industry experience. She holds the Series 63 and Series 66 designations. Miller previously worked at H. Beck, Inc., MassMutual Life, and Ostrow Financial Group. She is the founder of Senior Care Advisors of Texas, a consultation and referral service focused on health, social, and financial issues affecting seniors and their adult children. Signature Financial Advisors serves individual investors, closely held businesses, and pension and profit-sharing plans, providing investment supervisory services, manager-of-managers selection, pension consulting, and financial planning. The firm delivers advice on a non-discretionary basis and emphasizes manager selection and monitoring, as well as educational seminars and workshops.

Rory Mackay is a financial advisor with Tiercel Capital Texas LLC, holding a Series 65 credential and 12 years of industry experience. He has been associated with Tiercel Capital Managers Limited since 2010, where he serves as CEO. Outside of his advisory role, Mr. Mackay owns Saker Capital LLC, an investment company focused on oil wells and oil royalties, and is involved with Merlin Factoring LLC, a factoring business. Tiercel Capital Texas LLC provides portfolio management services to individual and high-net-worth clients, emphasizing a value-oriented, fundamental analysis approach that includes equities trading below intrinsic value and special situations. The firm manages primarily discretionary accounts and utilizes a broader range of trading instruments than typical peers, with a small advisory team performing both portfolio management and compliance oversight.

Christopher Sternau is a CFP® professional with experience in accounting and financial services. He is currently an advisor at Altere Financial, LLC and a partner at Evans Sternau CPA LLC, an accounting firm based in The Woodlands, TX. His background includes roles at Andersen Tax and SG Business Services. Altere Financial, LLC provides financial planning, consulting, and wealth management services to individual and high-net-worth clients. The firm uses a tailored investment approach, combining independent managers and LPL model portfolios across various vehicles, and offers both discretionary and non-discretionary asset management.

Douglas Neal is a CFP® professional with 42 years of industry experience, currently affiliated with LPL Financial. He has been operating Neal Financial Group, L.P. since 2002 and has served with LPL Financial since 2001. Neal also hosts a radio show called The Money MakeOver Team. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and accommodates various advisory and brokerage service combinations to meet client needs.

John Hauser is a financial advisor at VIE INVEST, LLC with three years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. Outside of his advisory role, he is involved in project development activities through Guyana Global Development LLC. VIE Invest provides discretionary portfolio management, financial planning, and investment consulting services primarily to high-net-worth individuals and families. The firm constructs customized portfolios using third-party managers and employs active investment techniques, including margin and options strategies.

Eric Johnson is a CFP® with nine years of industry experience, currently serving as a financial advisor at Roth Financial Partners LLC since 2017. His prior experience includes four years at KPMG LLP and several years with Raymond James Financial Services. Roth Financial Partners provides discretionary investment advisory services and financial planning to individuals, including high-net-worth clients, as well as business entities, trusts, estates, and state and municipal government clients. The firm focuses on customized portfolio management using a range of asset classes and accesses independent managers primarily through the Raymond James Consulting Services wrap program.

Luis Montero II is a financial advisor at Taursas Investments with a Series 65 designation and two years of industry experience. His prior work includes roles at Deloitte LLP and White Star Real Estate. Taursas Investments provides discretionary investment management and financial planning to individuals, families, trusts, corporations, and endowments. The firm emphasizes fundamental business and industry analysis combined with an observational economic outlook while avoiding speculation and predictive models.

James Bailes is a CFP® and PFS™ with 21 years of experience in financial advisory services. He is a partner at Bailes Bates & Associates LLP, an accounting and tax planning firm, where he dedicates over half of his time. He has been with Wealth Management Investment Advisors, LLC since 2014 and also works with Regal Investment Advisors LLC. Additionally, he is an independent insurance agent specializing in life, health, disability, long-term care, and group benefits. Wealth Management Investment Advisors, LLC is a team of five advisors serving individual and high-net-worth clients, trusts, small businesses, and churches. The firm focuses on financial planning, wealth management advice, and assisting clients with selecting and monitoring third-party money managers, generally without taking custody or discretionary control of client assets.

Jason Shrieve is a financial advisor at RNS Wealth Management, LLC with 13 years of industry experience. He holds the Series 66 designation and has previously worked at Park Avenue Securities LLC. In addition to his advisory role, Shrieve is involved with Guardian Wealth Design Group as an insurance agent. RNS Wealth Management provides discretionary portfolio management and financial planning primarily for individual clients, often acting as a co-advisor with third-party managers. The firm uses an American Funds mutual-fund platform and emphasizes tailored financial planning with quarterly account reviews.

Shane Bilski is a financial advisor at Magnolia Wealth with a Series 65 designation and one year of industry experience. His previous roles include positions at Four Season Development and First National Bank of Bellville. Magnolia Wealth is a state-registered advisory firm serving individual and high-net-worth clients with discretionary portfolio management and comprehensive financial planning. The firm employs a mix of analytical techniques and incorporates tax services alongside portfolio management.