Matthew Berti is a CFP® and holds a Series 65 license with nine years of experience in the financial services industry. He has worked at RHP Wealth Management since 2023 and previously was with Tanglewood Legacy Advisors, LLC and Speight Asset Management, LLC. Based in Houston, TX, he is part of a five-advisor team at RHP. RHP Wealth Management serves individuals, trusts, estates, charitable organizations, corporations, and business entities with discretionary investment management and a range of financial planning services. The firm manages approximately $345 million in discretionary assets and emphasizes diversified, tax-aware portfolio construction aligned with clients’ risk tolerance and time horizons.

Daylon Farmer is a financial advisor at Manske Wealth Management, LLC in Houston, TX, holding a Series 65 designation with one year of industry experience. Prior to joining Manske Wealth Management in 2025, he worked at Caddiemaster for three years. Manske Wealth Management offers financial planning, consulting, and discretionary investment management to individuals, trusts, estates, corporations, and business entities. The firm manages approximately $608 million in client assets across a seven-advisor team, using a goal-based approach and a combination of fundamental, technical, and cyclical analysis to construct tailored portfolios.

Luis Osawa Guerrero is a Series 66-licensed financial advisor at Monex Asset Management, Inc. in Houston, TX, with five years of industry experience. He has been with Monex Asset Management since 2022 and previously worked at Monex Securities and the University of St Thomas. Monex Asset Management serves individuals, including high-net-worth clients, as well as corporations, trusts, estates, and charitable organizations, offering discretionary and non-discretionary portfolio management and investment consulting. The firm employs a variety of investment strategies and relies on sub-advisory and technology partnerships to support its services.

Stephen Fougerousse is a financial advisor with Lifestyle Asset Management, Inc. He holds a Series 63 designation and has 37 years of industry experience. His career includes roles at Cetera Advisors LLC, First Allied Advisory Services, and Lifestyle Financial Advisors, Inc. He also serves as a trustee for multiple family trusts. Lifestyle Asset Management, Inc. provides advisory services to individuals, retirement plans, trusts, charitable organizations, and other entities, managing approximately $571 million in discretionary assets. The firm offers tailored portfolio management, financial planning, and pension consulting using a variety of investment strategies and serves as a sub-advisor and model provider to other RIAs.

Brede Klefos is a financial advisor at Sanders Morris LLC with 46 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Sanders Morris Harris LLC since 2017, following five years at Wunderlich Securities, Inc. He serves as the Honorary Chairman Emeritus of the U.S. Fund for UNICEF, a nonprofit organization. Sanders Morris LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high net worth families, retirement plans, trusts, estates, and corporations. The firm primarily manages portfolios on a discretionary basis through wrap-fee programs, utilizing third-party portfolio managers and model portfolios to offer diversified investment allocations tailored to client objectives and risk tolerance.

Paul Jackson is a CFA® charterholder with 29 years of industry experience. He has worked at LifeStyle Financial Advisors since 2011 and currently serves on the firm’s Investment Committee. Lifestyle Asset Management, Inc. serves individuals, retirement plans, trusts, and charitable organizations with tailored portfolio management, financial planning, and pension consulting. The firm employs a client-specific approach using a mix of individual equities, ETFs, mutual funds, fixed income, and alternatives, combining proprietary and third-party models to manage approximately $571 million in discretionary assets.

Robert Wyrick, Jr. is a financial advisor at Post Oak Private Wealth Advisors in Houston, TX, with 28 years of industry experience. He has been with Post Oak since 2012 and operated as a sole proprietor from 2009 to 2019. Wyrick holds Series 63 and Series 65 licenses. Post Oak Private Wealth Advisors serves individuals, including high-net-worth clients, as well as institutions, pension and profit-sharing plans, trusts, estates, and business entities. The firm offers discretionary and non-discretionary portfolio management, financial planning, and educational seminars, emphasizing value, safety, and risk control through a mix of equities, fixed income, mutual funds, ETFs, options, and proprietary multi-asset class strategies.

Kaleb Jones is a CFP® and holds a Series 66 license with 11 years of industry experience. He is currently with Lifestyle Asset Management, INC. and has previously worked at Cetera Advisors LLC and First Allied Advisory Services. Lifestyle Asset Management, Inc. serves a range of clients including individuals, retirement plans, trusts, and charitable organizations, managing approximately $571 million in discretionary assets. The firm offers tailored portfolio management, financial planning, and ERISA plan advisory services, using a combination of proprietary and third-party investment models across multiple offices.

Ann Deaton is a financial advisor at Angeles Wealth Management, LLC in Houston, TX, holding Series 63, 65, and 66 licenses with 36 years of industry experience. She previously worked at U.S. Capital Wealth Advisors, LLC, USCA Securities LLC, and Usca Ria LLC. Outside of her advisory role, she serves on the investment committee of the Greater Houston Community Foundation and holds board positions with the Goodwill Foundation and the Girl Scouts of San Jacinto. Angeles Wealth Management provides discretionary portfolio and wealth management, financial planning, and limited philanthropy consulting primarily to high-net-worth individuals, charitable organizations, and corporations. The firm generally acts as a manager-of-managers, incorporating alternative investments and leveraging affiliates for research and portfolio management.

Daniel Thomason is a financial advisor with Lifestyle Asset Management, Inc. He holds the ChFC® designation and Series 63 and Series 65 licenses, and has 29 years of industry experience. His prior work includes roles at Cetera Advisors LLC and First Allied Advisory Services. Thomason also works as an independent contractor in insurance, covering fixed, life, health, and property and casualty lines. Lifestyle Asset Management, Inc. provides portfolio management and financial planning services to individuals, retirement plans, trusts, and charitable organizations, managing approximately $571 million in discretionary assets. The firm employs a client-specific approach incorporating fundamental, technical, and cyclical analysis, and offers both proprietary and third-party model strategies, serving also as a sub-advisor and model provider to other registered investment advisers.

Bret Sanders is a financial advisor with Sanders Morris LLC, holding Series 66 and Series 63 licenses and 33 years of industry experience. He has been with Sanders Morris Mundy Inc. since 1992. Sanders Morris LLC provides investment advisory services to individuals, high-net-worth clients, pooled investment vehicles, retirement plan sponsors, trusts, estates, and business entities. The firm offers portfolio management through wrap-fee programs, financial planning, retirement plan investment management, and brokerage and underwriting services, utilizing both discretionary and non-discretionary strategies.

Sonia Joao is a financial advisor at Robertson Investment Management with six years of industry experience. She holds a Series 65 designation and has worked previously at Sizemore Capital Management LLC, First Allied Securities, Inc., and Barrington Financial Advisors, Inc. Sonia is based in Houston, TX. Robertson Investment Management serves individuals, families, trusts, pensions, banks, and corporations, offering portfolio management, financial planning, corporate finance, private placements, and multi-family office services. The firm employs a range of investment strategies, including fundamental, technical, and cyclical analysis, and utilizes both discretionary authority and third-party managers.

Colton Cockerell is a financial advisor with LVZ, Inc., holding a Series 66 designation and bringing 10 years of industry experience. He has worked at NEXT Financial Group since 2015 and joined LVZ, Inc. in 2024. Outside of his advisory roles, he is involved in insurance-related activities including fixed annuities, life and health insurance, and long-term care sales. LVZ, Inc. serves individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and qualified retirement plans through a team of 17 advisors managing approximately $1.125 billion in assets. The firm offers diversified portfolio strategies primarily using ETFs and mutual funds, incorporates Biblically Responsible Investment options, and provides investment management, financial planning, and consulting services across multiple offices.

Donald Sanders is a financial advisor with Sanders Morris LLC in Houston, TX, holding Series 63 and Series 66 licenses and bringing 56 years of industry experience. He has worked with SOF Management, LLC and Sanders Morris Harris Inc. for over three decades. Outside of his advisory roles, he is involved in nonprofit and community organizations including serving on the boards of the Houston Police Officers Pension System and the Harris County Sports Authority, and he owns a local business, Don Sanders Chocolates. Sanders Morris LLC provides investment advisory and related services to individuals, high-net-worth clients, pooled investment vehicles, retirement plan sponsors, trusts, estates, and business entities. The firm offers portfolio management primarily through wrap-fee programs, financial planning, retirement plan investment management, brokerage and underwriting, and insurance placement, implementing strategies using equities, fixed income, ETFs, mutual funds, and alternative investment options.

Thao Ho is a financial advisor at Manske Wealth Management, LLC with four years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at MML Investors Services, Mass Mutual Life Insurance Company, New York Life, and Verizon Cellular Sales. Manske Wealth Management provides financial planning, consulting, and discretionary investment management to individuals, trusts, estates, corporations, and business entities. The firm employs a goal-based approach to portfolio construction, incorporating fundamental, technical, and cyclical analysis, and manages approximately $608 million in client assets across a seven-advisor team.

Ronald Briggs is a financial advisor at Cheviot Value Management, LLC in Houston, TX, holding a Series 65 designation. He joined the firm in 2026 and has prior professional experience at RAND Corporation and Praedicat, Inc. before entering the financial advisory industry. Cheviot Value Management is a privately owned registered investment adviser serving individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plan participants. The firm employs a value-oriented, fundamentally driven investment approach that includes diversification, tactical asset allocation, and absolute-return strategies, with continuous portfolio supervision and financial planning services.

Dylan Walther is a financial advisor at Manske Wealth Management, LLC with one year of industry experience. He holds a Series 65 credential and has worked previously at TIP Group LLC and The Fitzpatrick Group. Outside of his advisory role, he owns and manages O & W Auto Sales. Manske Wealth Management, LLC provides financial planning, consulting, and discretionary wealth and portfolio management to individuals, trusts, estates, corporations, and business entities. The firm manages approximately $707 million for around 480 clients and utilizes a multi-method investment approach tailored to client goals and risk tolerances.

Emilio Soto is a financial advisor at Monex Asset Management, Inc. in Houston, TX, holding Series 63 and Series 65 licenses with four years of industry experience. His career includes multiple roles within Monex Securities and Monex Asset Management since 2019. Monex Asset Management serves individuals, corporations, trusts, estates, and charitable organizations with discretionary and non-discretionary portfolio management and investment consulting. The firm employs a mix of charting, fundamental, and technical analysis across various strategies and utilizes sub-advisory relationships and technology platforms to support client portfolios.

Jason Locke is a financial advisor with PL Wealth Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. His prior work includes roles at Simplicity Financial Investment Services, First Palladium, LLC, Mercap Securities, LLC, ASH Brokerage, and M3 Financial. He also operates Quantum Financial Strategies as a licensed insurance agent offering fixed insurance products. PL Wealth Advisors serves individuals and high-net-worth clients with financial planning and investment consulting through its Wealth Standard Pathway™ program, using a combination of fundamental, technical, and cyclical analysis. The firm refers clients to third-party managers and emphasizes consulting and planning over discretionary portfolio management.

Nghiep Nghiem is a financial advisor at Robertson Investment Management with 20 years of industry experience. His prior roles include positions at Meridian Circle Advisors, Axiom Capital Management, Ascendant Alternative Strategies, and SP Securities. Nghiem holds Series 63 and Series 65 licenses. Robertson Investment Management serves a broad client base including individuals, families, trusts, pensions, corporations, and banks, offering discretionary and non-discretionary portfolio management, financial planning, family office services, corporate finance, and private placement opportunities. The firm employs fundamental, technical, and cyclical analysis across multiple equity products and supplements its capabilities with third-party managers.