Deborah Andrews is a financial advisor at Custom Wealth Solutions with 34 years of industry experience. She holds Series 63 and Series 65 designations and has worked at firms including Cetera Advisors LLC and Cambridge Investment Research Advisors, Inc. Andrews also operates an independent insurance agency, Andrews Financial Services, where she is an owner and agent. Custom Wealth Solutions is a small advisory firm serving individual and high-net-worth clients with discretionary asset management. The firm combines personalized portfolio management with platform-based strategies through the Orion Portfolio Solutions program and incorporates Monte Carlo planning techniques in its investment approach.

Joe Allen is a financial advisor at Life Balance Financial in Houston, TX, with 28 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Park Avenue Securities and Guardian Life Insurance Company. In addition to his advisory role, he operates as an independent insurance agent. Life Balance Financial provides financial planning by recommending and monitoring third-party investment advisers rather than managing client assets directly. The firm emphasizes asset allocation, portfolio construction, and tax-aware strategies, delivering a written financial plan known as the "Portfolio MRI" as its primary client service.

John Barry is a financial advisor at Core Capital Management and Research Inc. in Houston, TX, holding a Series 65 designation with 13 years of industry experience. He has been with Core Capital since 2016 and also serves as Vice President of Marketing at BMC Software, Inc., a non-investment role he has held since 1999. Additionally, Barry is President of JB3 Marketing Group, a marketing and insurance sales business he founded in 2008. Core Capital Management and Research Inc. provides discretionary and non-discretionary investment advisory services to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a combination of fundamental, technical, charting, and cyclical analysis in its investment strategies, which include long- and short-term purchases, trading, short sales, option writing, and futures.

Wesley Kubesch is a CFA® charterholder with 20 years of industry experience. He is currently with Durable Dividend Growth Strategies, L.P. and has held prior roles at Corient Services LLC, Galapagos Wealth Management, and Regatta Research & Money Management L.L.C. among others. Durable Dividend Growth Strategies, L.P. provides discretionary portfolio management and sub-advisory services primarily to high-net-worth individuals, charitable organizations, and businesses. The firm employs a model-driven investment approach focused on dividend stability and growth, free cash flow, leverage, and profitability, with portfolios designed for tax efficiency and a mix of technical and fundamental analysis.

Callen Campbell is a financial advisor at Advocates Wealth Planning in Houston, TX, holding a Series 65 designation with two years of industry experience. He previously worked at Sanctuary Advisors LLC and Concenture Wealth, and spent several years in education roles before entering the financial advisory field. Advocates Wealth Planning advises individual and high-net-worth clients by providing comprehensive financial planning alongside discretionary investment management. The firm uses an integrated asset-allocation approach with customized model portfolios and emphasizes tax-conscious implementation.

Andrew Huber is a financial advisor with Magnolia Wealth in Spring, TX, holding Series 63 and Series 65 licenses and 14 years of industry experience. His prior roles include positions at Teamwork Financial, Intrua Financial, LPL Financial, and First Command Advisory Services. He is also a licensed insurance agent and an enrolled agent accountant who provides tax preparation services without charge. 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 range of analytical investment methods and incorporates tax services, insurance activities, and AI-enabled tools as part of its overall approach.

Cory Mizell is a financial advisor with Cove Wealth Management in Houston, TX, holding a Series 65 designation and 10 years of industry experience. He has worked at Valued Retirements, Inc. since 2016 and has a background with Solvay Chemicals dating back to 2014. Cove Wealth Management provides discretionary, fee-only investment management supported by financial planning and wealth coordination services to individuals, families, trusts, estates, and select institutional clients. The firm serves both high-net-worth and non-HNW clients, focusing on customized investment strategies that incorporate low-cost ETFs, mutual funds, individual securities, and independent managers.

Alvaro Trullenque is a financial advisor at Camden Wealth Advisors LLC with 30 years of industry experience. He holds Series 63 and Series 65 designations and has been with Camden Wealth Advisors since 2009. He also serves as a managing member and investment adviser representative at Inscription Family Office, LLC. Outside of his advisory roles, he is a partner in a real estate business, TP International. Camden Wealth Advisors provides discretionary and non-discretionary investment management, comprehensive financial planning, family office services, and pension consulting to high-net-worth individuals, families, family offices, trusts, and institutions. The firm offers customized investment strategies and may engage third-party managers to align with client goals.

Brock Hedgecoke is a CFP® and holds a Series 66 license with five years of industry experience. He is currently with Perennial Wealth Advisors, LLC and has prior experience at Ameriprise and several other advisory firms. Perennial Wealth Advisors provides financial planning, consulting, and discretionary investment management to individuals, trusts, estates, and business entities. The firm employs a strategic asset allocation approach grounded in Modern Portfolio Theory and fundamental analysis, primarily utilizing ETFs, mutual funds, and liquid alternative investments.

Stephanie Blakes is a CFP® with 16 years of industry experience. She is an owner and Chief Compliance Officer at Seren Wealth Advisors, LLC, where she has worked since 2016. Prior to that, she was an independent contractor at Calderwood Financial Strategies and has experience as a real estate broker and insurance agent in Houston, TX. Seren Wealth Advisors serves individual and high-net-worth clients, as well as small business retirement plans, providing discretionary portfolio management, financial planning, and retirement plan consulting. The firm’s investment process is goal-driven and documented with investment policy statements, combining fundamental and technical analysis, and is owner-managed with a focus on client education through public seminars and financial-literacy workshops.

Jean Casagrande is a financial advisor with Stability Partners Advisory Group, LLC, holding Series 63 and Series 65 licenses and 13 years of industry experience. He has been associated with Stability Partners in various capacities since 2010. Outside of advising, Casagrande serves as a director of HC MUD 383, an elected taxing agency responsible for local community services including water and sewage. Stability Partners Advisory Group provides fee-based financial planning, portfolio management, and retirement-plan advisory services to individuals and businesses. The firm primarily implements client accounts through model portfolios selected in partnership with a third-party money manager and manages approximately $141 million in discretionary assets.

Alfredo Miranda is a financial advisor at Camden Wealth Advisors LLC in Houston, TX, holding a Series 65 designation with 11 years of industry experience. His career includes roles at Cantata Wealth Management, Highpoint Technology Group, and Creativemass Enterprises. Camden Wealth Advisors offers discretionary and non-discretionary investment management, comprehensive financial planning, family office services, and pension consulting to high-net-worth individuals, families, trusts, and institutions. The firm develops customized investment strategies, manages accounts with various techniques, and coordinates advanced planning through affiliated family office entities.

Amber Koenig is a financial advisor at Innova Wealth, LLC with two years of industry experience. She holds a Series 65 credential and has worked at Accurate Wealth Management and Keller Williams Southwest prior to her current role. Innova Wealth, LLC provides ongoing portfolio management and financial planning primarily to individual and high-net-worth clients. The firm combines fundamental analysis and modern portfolio theory with a long-term trading orientation and a time-segmented approach to retirement income, offering discretionary portfolio management as well as hourly financial planning services.

Michael Pearl is a financial advisor at Pearl Capital Investments in Montgomery, TX, holding a Series 65 designation with four years of industry experience. Prior to joining Pearl Capital Investments, he worked at USA Compression Partners, LP and Anadarko Petroleum. Pearl Capital Investments is a small registered investment adviser serving high-net-worth and qualified individual clients through discretionary portfolio management. The firm employs a combination of quantitative techniques, fundamental analysis, and modern portfolio theory, and is notable for its use of performance-based compensation and explicit derivatives strategies within separately managed accounts.

Jared Tobin is a CFP® with four years of industry experience, currently serving as an advisor at Olive Wealth Management in Houston, TX. He has been with Olive Wealth Management since 2021 and previously attended Texas Tech University. Olive Wealth Management is a small, supported registered investment adviser managing approximately $83.9 million across 54 clients. The firm serves individuals, high-net-worth clients, small businesses, trusts, and retirement plans, providing discretionary portfolio management and integrated financial planning with a focus on tax efficiency, cost minimization, and diversified global asset-class portfolios.

James O Neill is a financial advisor at Magnolia Wealth with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Magnolia Wealth since 2026. His prior experience includes positions at Intrua Financial and Corda Investment Management. Magnolia Wealth serves individual and high-net-worth clients, offering discretionary portfolio management and comprehensive financial planning. The firm employs a variety of analytical methods and integrates tax services alongside portfolio management.

Brian Koepp is a financial advisor with Sonnet, LLC, holding Series 63 and Series 66 credentials and bringing 21 years of industry experience. He has worked at Sonnet since 2016 and also serves as Chief Investment Officer at Revo Financial, where he is responsible for updating and maintaining money management models. Sonnet, LLC provides discretionary and non-discretionary asset management and retirement-planning services to individuals, high-net-worth clients, trusts, small businesses, and churches. The firm employs a combination of passive strategic allocations and actively managed quantitative and tactical models, offering multiple distinct money-management strategies including options-based approaches and maintaining oversight of approximately $148 million in assets across 269 client relationships.

Kathryn Prestwood is a CFP® professional with five years of industry experience, currently serving as a financial advisor at Penney Financial in Houston, TX. Her prior experience includes roles at RMB Capital and Heart and Soul Tea Room, reflecting a diverse background. Penney Financial provides comprehensive financial planning and advisory services to individuals, families, high-net-worth clients, trusts, estates, charitable organizations, and small businesses. The firm emphasizes a planning-first process supported by academic research, using low-cost mutual funds and ETFs within investment strategies that combine goal-based planning and discretionary portfolio management.

Michael Sweet is a financial advisor at McAlister, Sweet & Associates, Inc. in Houston, TX, with 26 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Cambridge Investment Research Advisors. Outside of his advisory role, he maintains a beekeeping activity for approximately 10 hours per month. McAlister, Sweet & Associates provides financial planning and portfolio management services to individuals, families, high net worth clients, and business entities, managing about $224 million in client assets. The firm employs a range of analytical methods and investment strategies, primarily managing assets on a discretionary basis, and integrates tax preparation services within its advisory offering.

Thomas Tracy is a Series 65-licensed financial advisor with Forth Capital (USA), LLC, where he has worked since 2022. He has over two years of industry experience and is also the CEO and founder of Forth Capital Group, a firm established in 2004 that manages client assets internationally. Outside of his advisory role, he owns the FC EDINBURGH soccer team, focusing on strategic activities. Forth Capital (USA), LLC primarily serves UK expatriates living in the United States who hold UK-based pensions, providing financial planning, pension transfer advice, and portfolio management. The firm operates on a non-discretionary basis, emphasizes transatlantic retirement solutions, and coordinates with UK-regulated pension-transfer specialists and affiliated entities across multiple jurisdictions.