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.

Andrea Arend is a financial advisor at Fairport Advisors, Inc. in Houston, TX, with 17 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Transamerica Financial Advisors, Inc. and Summit Frontier Solutions LLC. Fairport Advisors, Inc. provides discretionary investment management and consulting services to individuals, high-net-worth clients, trusts, pensions, and business accounts. The firm employs a combination of strategic and tactical asset allocation using proprietary algorithms, quantitative analysis, and artificial intelligence tools across a variety of model 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.

Timothy Sharer is a financial advisor with LVZ, Inc. and holds Series 63 and Series 66 licenses, with 33 years of industry experience. He has worked at Next Financial Group, INC since 2002 and joined LVZ, Inc. in 2024. Outside of his advisory roles, he owns the Sharer McKinley Group, which provides life insurance, long-term care, and annuity sales, and is also an author. LVZ, Inc. serves individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and qualified retirement plans, managing approximately $1.125 billion in assets across more than 2,400 client relationships. The firm employs a range of portfolio strategies primarily using ETFs, mutual funds, and other pooled vehicles, combining fundamental and technical analysis with oversight on AI use in its investment process.

Hogan Choyce is a financial advisor with Wealth Management Group in Houston, TX, holding Series 65 and Series 63 licenses with five years of industry experience. His work history includes roles at Park Avenue Securities and Guardian Life Insurance, as well as earlier positions at Distribution Now and The Online Driving Professor. Outside of his advisory work, he is employed as a sanitation worker at H-E-B. Wealth Management Group provides advisory services to individuals — including high net worth clients — and institutional clients such as pension plans, charities, and retirement plans. The firm offers financial planning, discretionary investment management, retirement plan consulting, and investment research, utilizing multiple investment strategies and a broad range of investment vehicles.

Chanse Wegner is a financial advisor at Lifestyle Asset Management, Inc. with a Series 66 designation and experience beginning in 2021. His prior roles include positions at Cetera and FlipCo Financial, along with work at Texas A&M University and Friendswood High School. Lifestyle Asset Management, Inc. provides advisory services to individuals, retirement plans, trusts, charitable organizations, and other entities, managing approximately $571 million in discretionary assets as of December 31, 2025. The firm customizes portfolios based on client objectives, risk tolerance, tax considerations, and liquidity needs, employing a variety of investment strategies and serving as a sub-advisor and model signal provider to other registered investment advisers.

John Ellis is a financial advisor at Alden Investment Group with 42 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including MassMutual Life Insurance Co, LPL Financial, CUNA Brokerage Services, and Citigroup Global Markets. Ellis is a partner at Earnest Consulting Group, where he presents credit union-owned life insurance and other investment options to credit unions. Alden Investment Advisors provides discretionary and non-discretionary portfolio management and fee-based financial planning to individuals, retirement plans, and institutional clients. The firm emphasizes customized asset allocations using proprietary strategies and third-party managers, along with a technology platform that integrates held-away account management and fiduciary services for employer plans.

Kyle Johnston Sr. is a financial advisor with Lifestyle Asset Management, Inc., holding Series 63 and Series 66 licenses and bringing 35 years of industry experience. His career includes roles at Cetera Advisors LLC, First Allied Advisory Services, and First Allied Securities. Outside of advisory work, he is associated with The Johnston Company. Lifestyle Asset Management, Inc. serves a diverse client base including individuals, retirement plans, trusts, and charitable organizations, managing approximately $571 million in discretionary assets. The firm offers portfolio management, financial planning, pension consulting, and model portfolio services, employing a client-specific approach that integrates various investment strategies and analyses.

Miguel Maisterra Silva is a financial advisor with Monex Asset Management, Inc. in Houston, TX, holding a Series 66 license and two years of industry experience. He has worked at Monex Securities Inc. and Banorte Asset Management, Inc., among other roles. Outside of finance, he is a golf coach and owner of a golf lessons business. Monex Asset Management serves individuals, corporations, trusts, estates, and charitable organizations, providing discretionary and non-discretionary portfolio management and investment consulting. The firm employs a combination of charting, fundamental, and technical analysis and offers a range of strategies from long-term holdings to short-term trading and option writing.

Michele Jones is a financial advisor at RHP Wealth Management with 27 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at firms including Bank of America, Merrill Lynch, and Purshe Kaplan Sterling Investments. Outside of financial advising, she is a silent owner of a communications company, Votel Communications. RHP Wealth Management is a five-advisor team managing approximately $345 million in discretionary assets. The firm serves individuals, trusts, estates, charitable organizations, corporations, and other business entities, offering wealth management services such as discretionary investment management, financial planning, and retirement plan consulting with a focus on diversified, tax-aware asset allocation.

Juan Medina is a financial advisor at ACP Capital Management, LLC with five years of industry experience. He holds a Series 66 designation and has worked at firms including REL Capital Advisors, FigTree Financial USA, Inc, Banorte-Ixe Securities International, Ltd., and Morgan Stanley. Outside of his advisory role, Medina consults for Artemis Green LLC, focusing on commercial strategies related to sustainability initiatives. ACP Capital Management provides discretionary and non-discretionary investment management to private funds, institutional accounts, separately managed accounts, and high-net-worth individuals. The firm employs a combination of proprietary and third-party model portfolios and offers consolidated wealth reporting, managing a range of investments including ETFs, UCITS, structured products, and emerging-market fixed income.

Lingyun Yang is a financial advisor at RHP Wealth Management in Houston, TX, holding a Series 66 designation with less than one year of industry experience. Prior to joining RHP Wealth Management, Yang held roles at Equitable Advisors, LLC and Royal Harbor Partners, LLC, among others. RHP Wealth Management is a five-advisor team managing approximately $345 million in discretionary assets, serving individuals, trusts, estates, charitable organizations, corporations, and other business entities. The firm employs a diversified, tax-aware investment approach with discretionary portfolio management and offers a range of wealth management services including financial planning and retirement plan consulting.