William Garwood is a Series 65-licensed financial advisor with Cypress Asset Management Inc. in Houston, TX, where he has worked since 2012. He has 13 years of industry experience. Outside of his advisory role, he manages operations at W2 Development Partners, a land development business. Cypress Asset Management, Inc. is an independent investment adviser providing separately managed portfolios to individuals, trusts, estates, small businesses, charitable organizations, and retirement plans. The firm focuses on long-term, fundamental equity investing and offers distinct strategies tailored to client objectives, managing a substantial asset base with a small advisory team.

Michael Mann is a financial advisor at Evan Capital with a Series 65 designation and eight years of industry experience. He is also a practicing physician in Houston, TX, serving as co-owner and physician at Southampton Medical and Wellness of Houston, PLLC, and working with American Physician Partners. Additionally, Dr. Mann serves as an advisory board member for the University of Houston College of Nursing Nurse Managed Telehealth Clinic. Evan Capital provides discretionary investment advice and portfolio management to individuals, small businesses, corporations, and charitable funds. The firm uses a data-driven, quantitative, and rules-based approach, focusing on ETFs and equities with tactical allocations across various asset classes and manages accounts on a discretionary basis.

Daniel Duckett is a CFP® professional with 12 years of industry experience. He currently works at JayKay Wealth Advisors, Inc. and has previously been affiliated with firms including Fidelity and Motley Fool Wealth Management. He holds Series 63 and Series 66 licenses. JayKay Wealth Advisors serves individual and high-net-worth clients, retirement plan sponsors, and charitable organizations by providing portfolio management, financial planning, and retirement plan consulting services. The firm manages client accounts on a discretionary, long-term basis using model portfolios and modern portfolio theory, and offers a range of wrap-fee programs alongside educational seminars.

Justin Singletary is a financial advisor with Quiver Financial Holdings LLC in Katy, TX, holding Series 63 and Series 65 credentials and possessing nine years of industry experience. His work history includes roles at American Trust Investment Services, WestPark Capital, World Financial Group, and Transamerica Financial Advisors. He also serves as Director of Business Development for Quiver Financial, Inc. Quiver Financial Holdings serves individual and high-net-worth clients, investment companies, and corporations by providing portfolio management, financial planning, consulting, and managed account services. The firm offers a subscription newsletter focused on macro commentary and employs a diversified investment approach tailored to clients’ objectives, time horizons, and risk tolerances.

Gary Penick is a financial advisor with Life Balance Financial in Houston, TX, holding Series 65 and Series 66 licenses and eight years of industry experience. His background includes roles at Edward Jones and CarMax, where he currently works as a sales consultant. Life Balance Financial provides comprehensive financial planning and retirement-plan consulting for individual and high-net-worth clients. The firm serves as the primary adviser while recommending and monitoring third-party investment managers who typically use Modern Portfolio Theory and the Fama-French three-factor model.

Samuelson Drumond is a CFP® with eight years of industry experience, currently serving at Drumond Wealth Management. His prior roles include positions at Sovereign Wealth Advisors LLC, LPL Financial, Edward Jones, Drumond Associates, and Santander Bank N.A. Outside of his advisory work, he is an independent insurance producer. Drumond Wealth Management offers fee-based investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a tactical allocation strategy using fundamental, technical, and cyclical analysis across diverse instruments and operates a wrap fee program that integrates advisory and execution services.

Marcus Ford is a financial advisor at Increase Consultants LLC with six years of industry experience. He holds a Series 65 designation and has been with Increase Consultants since 2018. In addition to his advisory role, he has been affiliated with Texas Southern University since 2008. Increase Consultants provides investment advisory and financial planning services to individuals, trusts, not-for-profit plans, endowments, corporations, and a registered investment company. The firm employs a customized, long-term, and globally diversified investment approach and offers family-office style reporting, non-investment consulting, and 401(k) education and plan monitoring.

Taimur Qadir is a financial advisor at M&A Wealth with 22 years of industry experience. He holds Series 63 and 65 licenses and has worked previously at firms including Guardian Life and Brokers International Financial Services. In addition to his advisory role, he is involved in the sale of insurance and annuity products through P&C Life Insurance Agency, LLC. M&A Wealth provides financial planning and portfolio management primarily to individual and high-net-worth clients, using a combination of active and passive investment strategies tailored to client objectives. The firm also serves as adviser and affiliated sponsor to private pooled investment vehicles and offers in-house tax, accounting, and family-office services.

Yao Yao is a CFA® charterholder with six years of experience in the financial industry. He is currently the sole advisor at WB Advisors Texas LLC and also serves as Director of Wan Bridge Group, a developer and operator of single-family rental communities in Texas. Prior to his current roles, he worked at Amherst Holdings and American Homes 4 Rent. WB Advisors Texas LLC provides investment advisory services primarily to investment companies and pooled investment vehicles, focusing on real estate funds and private placements. The firm employs a combination of fundamental and quantitative analysis with a long-term trading orientation and offers discretionary portfolio management tailored through Investment Policy Statements.

Marie Navarre is a CFP® professional with 27 years of experience in financial advising. She has been with Neal Financial Group, L.P. since 2002 and also maintains an affiliation with LPL Financial, LLC over the same period. Outside of her advisory work, she assists in her spouse’s medical office with secretarial duties. Neal Financial Group, L.P. provides financial planning and pension-consulting services to various entities including employee benefit plans, trusts, and corporations, as well as individual clients. The firm focuses on advisory and consulting engagements supported by formal pension-consulting expertise and employs analytic techniques such as Modern Portfolio Theory and discounted cash flow models.

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.

Stephen Scott is a financial advisor at The Menard Financial Group, LLC with 32 years of industry experience. He has held positions at Eagle Strategies (NY Life) for 19 years before joining his current firm in 2021. Scott holds Series 63 and Series 65 designations and is also a licensed insurance agent in Texas. The Menard Financial Group provides investment advisory, financial planning, and retirement-plan consulting services to individual, high-net-worth clients, and institutional plan sponsors. The firm manages portfolios using a combination of fundamental, technical, and quantitative analysis, employing various strategies including separately managed accounts and derivative instruments where appropriate.

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, currently affiliated with Durable Dividend Growth Strategies, L.P. He has held roles at Galapagos Partners, Galapagos Wealth Management, Corient, and CIPW Service Company. Durable Dividend Growth Strategies, L.P. is a registered investment adviser providing discretionary portfolio management and sub‑advisory services primarily to high-net-worth individuals, charitable organizations, and businesses. The firm uses a model-driven investment approach focusing on free cash flow, dividend stability and growth, leverage, and profitability, emphasizing tax efficiency and a combination of technical and fundamental analysis.

Michael Schiff is a financial advisor at Incomar Investments, LLC with 24 years of industry experience. He holds a Series 65 designation and has been with Incomar Investments, L.P. since 1994. Outside of his advisory role, he serves as president and director of Luxury Lodges, Inc., a mobile home and recreational vehicle park. Incomar Investments, LLC provides discretionary wealth and portfolio management primarily for high-net-worth individuals, trusts, estates, small businesses, and charitable organizations. The firm employs a strategic asset allocation approach combining fundamental and technical analysis and offers access to non-traditional investments and institutional platforms.

Callen Campbell is a financial advisor at Advocates Wealth Planning in Houston, TX, holding a Series 65 designation with two years of industry experience. His prior roles include positions at Sanctuary Advisors LLC and Concenture Wealth, as well as teaching experience at Stephen F. Austin University and Cypress Woods High School. Advocates Wealth Planning provides comprehensive financial planning and discretionary investment management to individual and high-net-worth clients, managing approximately $374.5 million across about 175 client relationships. The firm employs a diversified, global approach with integrated asset allocation, primarily using mutual funds and ETFs, and customizes portfolios based on tax considerations, account constraints, and client goals.

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.

Jon Vaughan is a CFA® charterholder and holds a Series 63 license, with 32 years of industry experience. He currently serves as a partner at Tri-Star Advisors, Inc. in Houston, Texas, a role he has held since 2009. Vaughan’s prior work includes time at Calton & Associates, Inc. since 2014. Tri-Star Advisors is a registered investment adviser managing discretionary portfolios for individuals, high-net-worth clients, corporations, charitable organizations, and insurance companies. The firm employs diversified investment strategies across multiple asset classes and analysis methods, offering managed account services that include security selection, rebalancing, tax-loss harvesting, and utilization of sub-advisors.

Matthew Dockall is a CFP® with nine years of industry experience, currently serving as a managing member of Dockall Financial Stewardship, LLC and an advisor at Presidio Financial, LLC. His prior experience includes roles at Park Avenue Securities LLC and Wealth Design Group, LLC. Outside of his financial advisory work, he coordinates a weekly church event for students in Houston. Presidio Financial serves individual clients, including high-net-worth households, ERISA-qualified retirement plans, and business entities, providing discretionary asset management, financial planning, and consulting services. The firm employs a passive and factor-based investment approach using mutual funds and ETFs, with periodic rebalancing and tax-aware reviews.

Jayanth Kabad is a CFP® professional with 40 years of industry experience, affiliated with JayKay Wealth Advisors, Inc. in Houston, TX. He has worked at LPL Financial since 2008 and has been with JayKay Wealth Advisors since 2003. Outside of his advisory role, he serves as a board member for the Jayanth and Kanchan Kabad Private Foundation and is writing a memoir. JayKay Wealth Advisors serves individual and high-net-worth clients, retirement plan sponsors, and charitable organizations, offering portfolio management, financial planning, and retirement plan consulting. The firm typically manages client accounts on a discretionary, long-term basis using modern portfolio theory and model portfolios, with access to third-party money managers and unified managed account wrap programs.