Christopher Manske is a CFP® with 24 years of industry experience and serves as owner and president of Manske Wealth Management, LLC in Houston, TX. He has been with Manske Wealth Management since its founding in 2012 and also maintains a role with Purshe Kaplan Sterling Investments. Manske is the author of the manuscript "Wartime Investing," which explores investment strategies during periods of conflict. Manske Wealth Management provides financial planning, consulting, and discretionary investment management to individuals, trusts, estates, corporations, and business entities. The firm oversees approximately $608 million in client assets across a seven-advisor team and employs a goal-based approach that integrates fundamental, technical, and cyclical analysis to tailor asset allocations.

Jared Griffith is a financial advisor at Endeavor Private Wealth, Inc. in Houston, TX, holding a Series 65 designation with 15 years of industry experience. He worked at Scout Investments for 14 years before joining Endeavor Private Wealth, where he has been since 2024. Endeavor Private Wealth serves individuals, high-net-worth clients, trusts, businesses, and retirement plan sponsors, managing approximately $595 million. The firm employs a risk-adjusted, tax-aware investment approach through a combination of active and passive strategies, in-house management, independent managers, and specialist sub-advisors.

Chad Taylor is a financial advisor with MDT Financial Advisors, LLC, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He previously worked at Wells Fargo Advisors Financial Network LLC for 17 years. Outside of his financial career, he owns and hosts pickleball tournaments in Friendswood, TX. MDT Financial Advisors is a registered investment adviser serving individuals, including high net worth clients, pension and profit-sharing plans, charitable organizations, and corporations. The firm provides wealth and investment management, financial planning and consulting, and fiduciary services, utilizing a mix of active and passive strategies tailored to each client’s objectives.

Chance Burroughs is a financial advisor at Manske Wealth Management, LLC in Houston, TX, holding a Series 65 designation with five years of industry experience. His prior roles include positions at MML Investors Services, LLC, Mass Mutual Life Insurance Co, and Aflac. Manske Wealth Management provides financial planning, consulting, and discretionary wealth and portfolio management services to individuals, trusts, estates, corporations, and business entities. The firm manages approximately $707 million for about 480 clients through a team of ten advisors, tailoring portfolios using a variety of investment methods and conducting regular client reviews.

Robert Barton is a Series 66-licensed financial advisor with nine years of industry experience. He is currently with Lifestyle Wealth and previously worked at Hobart Wealth and Prudential Financial Planning Services. Lifestyle Wealth serves individuals, high-net-worth clients, retirement plans, trusts, corporations, and other registered investment advisers. The firm offers portfolio management, financial planning, pension consulting, sub-advisory and third-party manager services, and publishes a monthly market commentary. Portfolios are personalized based on client suitability and may include proprietary and third-party models across various asset classes, with an active role as a model and signal provider to other advisers.

Inaki Suarez Salinas is a financial advisor at Monex Asset Management, Inc. with eight years of industry experience. He holds a Series 66 designation and has previously worked at JPMorgan Securities LLC and JPMorgan Chase Bank, NA. Monex Asset Management provides discretionary and non-discretionary investment advisory and consulting services to individuals, high-net-worth clients, corporations, trusts, estates, and charitable organizations. The firm employs a range of investment strategies including fundamental, technical, and charting analysis, and manages accounts both directly and through sub-advisors.

Cherita Church is a CFP® professional advising with Origin Investment Advisory LLC in Houston, TX, and has five years of industry experience. She has worked at firms including Time2Plan Financial and UTIMCO, and currently provides financial planning guidance as a freelance consultant for Blend Financial, Inc. dba Origin Financial. Origin Investment Advisory offers financial planning, budgeting, and portfolio management services primarily to individual retail clients through a direct-to-consumer subscription model and employer-sponsored programs. The firm employs a Modern Portfolio Theory-based investment approach enhanced by behavioral finance adjustments and systematic, rules-based models, supported by an AI-driven advisory platform.

Michael Brinkley is a financial advisor at Manske Wealth Management, LLC in Houston, TX, holding a Series 65 designation with three years of industry experience. Prior to joining Manske Wealth Management in 2022, he worked in the mortgage industry with NRL Mortgage and 21st Mortgage. Manske Wealth Management serves individuals, trusts, estates, corporations, and business entities, managing approximately $608 million in client assets. The firm employs a goal-based investment approach, utilizing mutual funds, ETFs, individual securities, and alternative investments tailored to client objectives.

Larry Denson is a CFP® with 28 years of industry experience. He is currently with MDT Financial Advisors, LLC and was previously with Wells Fargo Advisors Financial Network LLC for 17 years. Denson is a part-owner of MDT Financial Advisors. MDT Financial Advisors is a registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm provides wealth and investment management, financial planning, third-party asset manager selection, and fiduciary services, combining active and passive strategies tailored to client objectives.

Claire Taylor is a financial advisor at Blacktower Financial Management (US) LLC with three years of industry experience. She holds a Series 65 designation and has worked at several firms including St. James's Place Wealth Management Plc and Forth Capital (USA), LLC. Blacktower Financial Management (US) LLC provides financial planning, retirement-plan consulting, and investment advisory services primarily to UK expatriates residing in the United States, focusing on UK pension transfers and ongoing portfolio management. The firm manages assets mainly on a non-discretionary basis, using a range of investment vehicles and third-party managers, and serves clients with specialized pension transfer expertise.

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 Wealth who holds a Series 63 designation and has 38 years of industry experience. He has previously worked at firms including Cetera Advisors LLC and First Allied Advisory Services. Outside of his advisory role, he serves as trustee for multiple family trusts. Lifestyle Wealth serves individuals, high-net-worth clients, retirement plans, trusts, corporations, and other registered investment advisers. The firm offers discretionary and non-discretionary portfolio management, financial planning, pension consulting, and sub-advisory services, with a focus on personalized portfolios that use a mix of proprietary and third-party models along with fundamental, technical, and cyclical analysis.

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 experience in the financial industry. He has worked at several firms, including Sowell Management, Shield Advisors Corp., and Aegis Asset Management Inc., and has been with Lifestyle Wealth since 2011. Jackson serves as an Investment Committee Member at Lifestyle Financial Advisors, Inc. Lifestyle Wealth serves individuals, high-net-worth clients, retirement plans, trusts, corporations, and other registered investment advisers. The firm offers discretionary and non-discretionary portfolio management, financial planning, pension consulting, and sub-advisory services, using personalized portfolios that incorporate fundamental, technical, and cyclical analysis.

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 Series 66 holder with 11 years of industry experience. He is currently with Lifestyle Wealth, where he has worked since 2018, and has held roles at Cetera Advisors LLC and First Allied Advisory Services. Lifestyle Wealth serves individuals, high-net-worth clients, retirement plans, trusts, corporations, and other registered investment advisers. The firm offers personalized portfolio management, financial planning, and pension consulting, utilizing a range of investment strategies and model portfolios.

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 at Lifestyle Wealth with 29 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. His prior firms include Cetera Advisors LLC, First Allied Advisory Services, and Mass Mutual Investors Services. Lifestyle Wealth serves individuals, high-net-worth clients, retirement plans, trusts, corporations, and other registered investment advisers by providing portfolio management, financial planning, pension consulting, and sub-advisory services. The firm employs personalized investment strategies using a mix of proprietary and third-party models and offers market commentary and model services to other advisers.