Edmund Lesage Jr. is a financial advisor at Integrity Financial Planning, LLC in Houston, TX, holding Series 63 and Series 65 credentials with 24 years of industry experience. His prior roles include positions at Logical Investments, LLC and Next Financial Group, Inc. He is also an officer and director of the Edmund and Brenda Lesage Family Foundation, a small private nonprofit organization. Integrity Financial Planning provides discretionary investment management and financial planning primarily for individual and high-net-worth clients, emphasizing personalized, ultra-low-cost portfolios with active tax and cost management. The firm incorporates a range of analytical methods and may use option overlay strategies, serving a small client roster with support from third-party platforms and sub-advisory services.

James Roth is a CFP® and holds a Series 66 license, with 12 years of experience in the financial advisory industry. He is the principal advisor at Roth Financial Partners LLC, where he has worked since 2020, following seven years at Raymond James Financial Services Advisors. Roth Financial Partners LLC provides discretionary investment advisory services and standalone financial planning to individuals, business entities, trusts, and estates. The firm focuses on portfolio management for individual and high-net-worth clients, utilizing fundamental and technical analysis to implement diverse investment strategies across multiple asset classes.

Roberto Ortega is a CFP® with 11 years of industry experience and is currently affiliated with Ridgeoak Wealth. His prior roles include positions at Charles Schwab and Fidelity Personal and Workplace Advisors. Ortega is also connected to NHABLA LLC, the corporate entity operating Ridgeoak Wealth. Ridgeoak Wealth is a registered investment adviser serving individual and high-net-worth clients, managing approximately $33.3 million across about 25 clients with a two-advisor team. The firm provides comprehensive financial planning and discretionary portfolio management, employing a blend of Modern Portfolio Theory, passive ETFs, and multiple analytical methods to inform its rules-based core portfolios and blended allocations.

Audrey Petrash is a CFP® professional with three years of industry experience, currently at Stegent Equity Advisors Inc. in Houston, TX. She has been with the Stegent group of firms since 2013, including roles at Stegent Financial Services PC and Cornelius, Stegent & Price, LLP. Stegent Equity Advisors provides personal financial planning and investment management for individuals, high-net-worth clients, closely held business owners, and charitable organizations. The firm employs a combination of fundamental and technical analysis with a buy-and-hold approach and uses asset-allocation models regularly rebalanced according to client objectives.

Kyle Louvar is a CFP® and holds a Series 66 license with 16 years of industry experience. He is a financial advisor at Guided Capital Wealth Management, LLC in Houston, TX, where he has worked since 2018. Prior to this, he held roles at Bank of America and Merrill Lynch. Outside of his advisory work, Kyle serves as Secretary of Our Way Holdings II, LLC, a company that holds a nonoperating interest in My Way Holdings LLC, owner of Sunland Park Racetrack & Casino. Guided Capital Wealth Management provides advisory services to individuals, including high-net-worth clients, pension and profit-sharing plans, and business entities. The firm manages discretionary portfolios through a wrap fee program, using risk tolerance models and a combination of index and actively managed ETFs, individual stocks, and specialty instruments.

Klinton Olive is a financial advisor at Olive Wealth Management with 19 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Olive Wealth Management since 2016. The firm manages approximately $83.9 million for about 54 clients, including individuals, high-net-worth clients, small businesses, trusts, and retirement plans. Olive Wealth Management focuses on diversified global asset-class portfolios, tax efficiency, and cost minimization, offering discretionary portfolio management, integrated financial planning, and specialized 401(k) consulting services.

Alok Himmatramka is a financial advisor with OPPOQUEST, LLC in Houston, TX, holding a Series 65 designation and 13 years of industry experience. He has been with OPPOQUEST since 2013. OPPOQUEST provides investment management to individual and business clients through separately managed accounts, focusing on portfolio management with multiple model strategies and customized mandates. The firm employs a bottoms-up fundamental analysis approach and integrates diverse asset classes with an emphasis on risk controls.

Paul Broughton Sr. is a financial advisor at The Broughton Investment Group, Inc. in Houston, TX, with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has been with the firm since 2012. Outside of his advisory role, Mr. Broughton provides financial bookkeeping for a marine supply business in which he holds a minority interest and owns a restaurant, Cantina Laredo, in Houston. The Broughton Investment Group offers investment and wealth management, financial planning, and educational services primarily to individuals, high-net-worth clients, small businesses, and professionals such as doctors, attorneys, and CPAs. The firm employs a fee-only, discretionary management approach using tactical and dynamic asset allocation grounded in modern portfolio theory and fundamental analysis.

Peter Roth is a CFP® with 43 years of industry experience, currently serving at Roth Financial Partners LLC since 2020. His prior experience includes roles at Raymond James Financial Services Advisors and UBS Financial Services. Roth Financial Partners LLC offers discretionary investment advisory services and financial planning to individuals, business entities, trusts, estates, and state and municipal government clients. The firm focuses on customized portfolio management using a mix of individual equities, fixed income, mutual funds, and ETFs, and utilizes independent managers through the Raymond James Consulting Services wrap program.

Job Louimeus is a Chartered Financial Consultant (ChFC®) and holds Series 65 and Series 63 licenses with nine years of industry experience. He has worked at Exos Wealth Strategies since 2020 and previously spent four years at Centric Advisors, LLC, as well as one year at JML Consulting. Outside of his advisory role, Louimeus owns a mortgage brokerage, Exos Mortgage Company, LLC, where he assists clients with home loans and refinancing. Exos Wealth Strategies serves individuals, trusts, estates, and retirement plans by providing discretionary and non-discretionary investment management, financial planning, and retirement plan consulting. The firm constructs individualized asset allocations primarily using mutual funds and ETFs, performs due diligence on private placements, and can act in ERISA fiduciary capacities when engaged.

Nicole Louvar is a financial advisor at Guided Capital Wealth Management, LLC in Houston, TX, with seven years of industry experience. She holds a Series 65 designation and has previously worked at Merit Financial Group, Lifestyle Planning Solutions, EDF Energy Trading, and Noble Energy Americas. Guided Capital Wealth Management provides advisory services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans and business entities. The firm manages discretionary portfolios through a wrap fee program, using risk-tolerance models and a blend of index and actively managed ETFs and individual stocks, supported by various analytical methods and specialty instruments.

Henry Bragg Sr. is a CFP® and Series 65-registered advisor with 18 years of industry experience. He is the founder of Henry Bragg & Co., where he has worked since 2020, following six years at Hill Investment Group LLC. Outside of his advisory work, he provides consulting services and entity management for family partnerships through Hilltop Interests, a business he founded in 2013. Henry Bragg & Co. offers discretionary portfolio management primarily to high-net-worth and individual clients, providing services such as qualified plan advisory, financial reviews, trustee services, and retained advisory for ultra-high-net-worth clients. The firm employs model allocations across five investment mandates using institutional mutual funds and ETFs, with trade execution supported by Forum Financial Management and custody through major custodians like Schwab and Fidelity.

Eryn Schultz is a CFP® and Series 65-licensed advisor with Her Personal Finance in Houston, TX, and has four years of industry experience. Her work background includes roles at Equita Financial Network and Revolution Foods, and she is the founder of Financial Education First DBA Earn with Eryn, where she provides financial education classes and workshops. Her Personal Finance offers fee-only financial planning and 401(k) assessment services to individuals, business owners, and corporate clients, with a focus on high-earning professionals and dual-career households. The firm emphasizes comprehensive financial planning without managing client assets, using a range of non–AUM fee arrangements and an investment approach grounded in modern portfolio theory.

John Elvig is a financial advisor at Pearl Capital Investments in Houston, TX, holding a Series 65 designation with four years of industry experience. Prior to joining Pearl Capital in 2021, he worked at NextDecade Corporation and Fieldwood Energy, and spent six years at Anadarko Petroleum. Pearl Capital Investments is a small registered investment adviser serving high-net-worth and qualified individual clients through discretionary portfolio management of publicly traded securities and derivatives. The firm employs a combination of quantitative techniques, fundamental analysis, and modern portfolio theory in its model-based asset allocation, and it is notable for its use of performance-based compensation and explicit derivatives strategies.

Ian Cardono is a financial advisor at Huber, Cardono, Moring & Richter, L.P. with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Cambridge Investment Research, Inc. since 2007. Outside of his advisory role, he is an independent insurance agent and is involved in managing silica sand-related businesses. Huber, Cardono, Moring & Richter, L.P. provides portfolio design and investment management primarily for individual clients and related accounts, using mutual funds, ETFs, stocks, and bonds. The firm employs a client-focused process to determine objectives and risk tolerance, and manages approximately $22 million in client assets.

Lucinda Buce is a financial advisor at Founders Capital Management Inc in Houston, TX, with 23 years of industry experience. She holds a Series 63 designation and has been with Founders Capital Management since 1995. Founders Capital Management provides customized investment management services to individuals, high-net-worth clients, trusts and estates, charitable organizations, pension and profit-sharing plans, and businesses. The firm employs a fundamental analysis approach with a multi-quarter to multi-year investment horizon across a range of securities, serving clients through a small advisory team managing approximately $282 million.

Frank Idrees is a financial advisor with Wealth Benefit Advisors, LLC in Houston, TX, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investment, Grove Point Investments, Grove Point Advisors, Quercus Capital Partners, and H. Beck, Inc. He is also the owner of a life insurance business focused on managing client portfolios and related services. Wealth Benefit Advisors, LLC provides investment advisory services to individuals, high-net-worth clients, and pension/retirement plans, offering managed accounts and retirement plan consulting. The firm tailors portfolio management strategies using a mix of turnkey asset management programs and separately managed accounts, serving a diverse client base with customized risk and return objectives.

Karen Pong is a CFP® professional with 33 years of experience in the financial services industry. She is the owner and sole advisor at Custom Wealth Solutions, a firm she established in 2025. Prior to founding her firm, she held roles at Woodbury Financial Services, Questar Asset Management, and Victory Financial Group. In addition to her advisory work, she owns and operates K L Insurance Services, an independent insurance agency. Custom Wealth Solutions provides discretionary asset management primarily to individual and high-net-worth clients, utilizing both direct and program-based portfolio management through the Orion platform. The firm integrates third-party strategists and employs planning tools such as Monte Carlo simulations to tailor investment programs to client objectives.

Kaye Riggs is a financial advisor with Saint Francis Capital in Houston, TX, holding a Series 65 designation and 15 years of industry experience. She has been with Saint Francis Capital since 2013. Saint Francis Capital provides discretionary investment supervisory services to individuals and high-net-worth clients, managing personalized portfolios based on fundamental valuation, technical indicators, and macroeconomic factors. The firm oversees approximately $37.6 million in discretionary assets and develops tailored investment policies according to clients’ objectives, risk tolerance, and liquidity needs.

Robert Ramsey is a financial advisor at RNS Wealth Management, LLC with 18 years of industry experience. He holds a Series 66 designation and has worked at Primerica Advisors for 10 years and Guardian Wealth Design Group since 2005. He is also active as an insurance agent through Guardian Wealth Design Group. RNS Wealth Management provides discretionary portfolio management and financial planning primarily for individual clients, using an American Funds mutual‑fund platform and third‑party managers. The firm delivers tailored financial planning and conducts regular account reviews while maintaining a relatively small client roster.