Patrick Feldman is a financial advisor at SCP Steward Capital Advisers LLC in Houston, TX, with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at SCP Steward Capital Advisers LLC since 2019, previously serving at Steward Securities Group LLC and operating as a self-employed consultant specializing in portfolio and hedge evaluation. Outside of investment advisory, he has provided consulting services through his independent contracting work with TMST, Inc. SCP Steward Capital Advisers LLC offers discretionary investment management and consulting primarily for institutional clients and pooled vehicles, employing fundamental, technical, and cyclical analysis across a broad range of securities. The firm emphasizes tailored strategies aligned with client objectives and risk tolerances, operates on a fee-only basis, and maintains formal compliance controls without physical custody of client assets.

Amy Garza is a financial advisor with Heritage Asset Advisors Ltd., LLP in Houston, TX, holding Series 63 and Series 65 designations and bringing 26 years of industry experience. She has been with Heritage Asset Advisors since 2007. Heritage Asset Advisors is an independent advisory firm with a four-advisor team managing approximately $256 million for about 400 clients. The firm serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities, employing fundamental, technical, and cyclical analysis tailored to each client’s profile and offering both discretionary and non-discretionary account management.

William Garwood is a financial advisor at Cypress Asset Management Inc with 22 years of industry experience. He holds a Series 65 credential and has been with Cypress since 1996. Outside of his advisory role, he is a passive equity owner and limited partner in industrial construction and holding companies. Cypress Asset Management, Inc. provides separately managed portfolio services to individuals, trusts, estates, small businesses, charitable organizations, and retirement plans. The firm emphasizes long-term, fundamental equity investing with a focus on income, cash flow, balance sheet strength, and competitive position, managing a range of distinct strategies tailored to client objectives.

Carolyn Douglas is a CFP® with 22 years of industry experience and has been with Integra Wealth Advisors, LLC in Houston, TX since 2011. She holds a Series 65 license and works at a firm with a total of two advisors. Integra Wealth Advisors provides fee-only wealth management and financial planning services to individuals, high-net-worth families, trusts, estates, and business owners. The firm offers comprehensive financial planning and investment management through an integrated approach that addresses both asset allocation and clients’ behavioral factors, utilizing a combination of passive and active managers along with alternative strategies when appropriate.

Andrew Hauch is a financial advisor at Increase Consultants LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Increase Financial, LLC since 2016, including a two-year period at LPL Financial, LLC. 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 involving fundamental analysis and multi-step portfolio management, serving clients with family-office style reporting and various investment vehicles.

James Lundgren is a financial advisor at HG Capital Advisors, LLC in Houston, TX, with 22 years of industry experience. He has been with HG Capital Advisors since 2001 and previously worked at Concert Wealth Management, Inc. Additionally, he is a principal of Ginger House Music, LLC, managing music promotion and booking. HG Capital Advisors provides discretionary portfolio management and advisory services to individuals, institutions, small businesses, other advisers, and investment companies. The firm employs strategic asset-allocation models and proprietary market-timing programs, offering both discretionary management and licensed timing signals to third parties.

Marc Schindler is a CFP® with 23 years of industry experience and has been with Pivot Point Advisors, LLC since 2004. He holds Series 63 and Series 65 licenses and is based in Bellaire, TX. Pivot Point Advisors, LLC provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, private investment entities, trusts, estates, charitable organizations, and small businesses. The firm uses quantitative and semi-quantitative long-only stock strategies combined with ETF portfolios, managing accounts on a discretionary basis with a focus on algorithmic and human-overlay approaches.

Joshua Hebert is a CFP® professional with 19 years at Beacon Financial Advisors Ltd in Houston, TX. He has five years of industry experience. Beacon Financial Advisors Ltd is a fee-only investment adviser managing approximately $290 million across 94 client relationships. The firm provides ongoing investment management and financial planning for individuals, families, and related entities, using an IPS-driven, balanced global asset allocation with a preference for active managers and primarily no-load mutual funds.

Thomas Kennedy is a CFP® professional with 18 years of experience in the financial services industry. He currently serves as an advisor at Alteris Capital Partners, LLC and has prior experience at Global Wealth Advisors, Commonwealth Financial Network, and Prudential Investment Management Services. Outside of his advisory role, he is co-owner of Business Financial Group Human Resource Management, an HR consulting and payroll services firm. Alteris Capital Partners provides discretionary investment management, financial planning, and business consulting to individuals, trusts, estates, and institutional clients. The firm emphasizes customized, long-term portfolios using low-cost mutual funds and ETFs, with an investment process that incorporates fundamental, technical, and cyclical analysis.

Ann Miller is a financial advisor with Affinity Capital, L.P. in Houston, TX, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. She has operated A. Miller Investment Advisors, L.P. since 1995. Miller serves as an NASD arbitrator, contributing to dispute resolution in securities matters. Affinity Capital provides portfolio management, retirement plan consulting, and financial planning services to individuals, retirement plan sponsors, trusts, estates, and charitable organizations. The firm employs a variety of investment strategies incorporating mutual funds, ETFs, individual equities, and fixed income, with ongoing account monitoring and consolidated reporting.

Jennifer Migdal is a CFP® with 20 years of industry experience and currently serves at Cove Wealth Management. She previously worked at Valued Retirements for four years and Forthright Financial Planning LLC for 15 years. 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 a mix of high-net-worth and non-HNW clients, often successful professionals and business owners, using a diversified core of low-cost ETFs and mutual funds supplemented by individual securities and outside Independent Managers.

Jeremy Joiner is a CFP® professional at Strategic Advisory Services, L.L.C. in Houston, TX, with 17 years of industry experience. His career includes roles at Invest Financial Corporation and United Capital Financial Advisors before joining Strategic Advisory Services, where he has worked since 2009. Strategic Advisory Services, L.L.C. provides discretionary wealth management to individuals, trusts, estates, and business entities, managing over $180 million in assets across four advisors. The firm offers portfolio management, oversight of third-party money managers, and financial planning, often utilizing SEI Investments’ institutional programs while customizing asset allocations to client needs.

Crystal Mckeon is a CFP® and holds a Series 66 license with 17 years of industry experience. She is currently with TSA Wealth Management, where she has worked since 2022. Prior to that, she held roles at Tri-Star Advisors, Calton & Associates, and Parallax Investments. Outside of her advisory career, she teaches aerial hammock yoga classes at Crystal Yoga Studios. TSA Wealth Management serves individual and high-net-worth clients, corporations, and charities by providing discretionary investment advisory and portfolio management services. The firm offers estate-planning options through third-party software as part of its advisory services and combines a substantial SEC-registered asset base with a small, three-advisor team, providing client education alongside tailored investment strategies.

Binglin Li is a Series 65-licensed financial advisor at Linden Rose Investment LLC with 10 years of industry experience. He has been with Linden Rose Investment since 2016. Linden Rose Investment LLC provides discretionary investment management to individuals, qualified retirement plans, trusts, small businesses, and serves as investment adviser to a pooled private investment vehicle. The firm follows a value-oriented, concentrated equity strategy focused on long-term capital preservation and typically manages high-conviction portfolios with performance-based arrangements for qualified investors.

Pratik Shah is a CFA® charterholder and holds a Series 65 license with 11 years of industry experience. He has been with Amijag Investment Managers LLC since 2012 and is also involved as a business research analyst and director at related entities Amijag Inc. and Amijag USA Inc. Amijag Investment Managers LLC provides discretionary and non-discretionary investment supervisory services primarily to institutional and business clients, including hedge funds, corporations, retirement plans, foundations, and endowments. The firm also offers financial planning, bookkeeping, and tax advisory services to individuals and families, managing a private hedge fund and employing active portfolio management with model strategies and alternative investment allocations.

Liebe Miller is a financial advisor at Signature Financial Advisors with 39 years of industry experience. She holds the Series 63 and Series 66 designations. Miller previously worked at H. Beck, Inc., MassMutual Life, and Ostrow Financial Group. She is the founder of Senior Care Advisors of Texas, a consultation and referral service focused on health, social, and financial issues affecting seniors and their adult children. Signature Financial Advisors serves individual investors, closely held businesses, and pension and profit-sharing plans, providing investment supervisory services, manager-of-managers selection, pension consulting, and financial planning. The firm delivers advice on a non-discretionary basis and emphasizes manager selection and monitoring, as well as educational seminars and workshops.

Rory Mackay is a financial advisor with Tiercel Capital Texas LLC, holding a Series 65 credential and 12 years of industry experience. He has been associated with Tiercel Capital Managers Limited since 2010, where he serves as CEO. Outside of his advisory role, Mr. Mackay owns Saker Capital LLC, an investment company focused on oil wells and oil royalties, and is involved with Merlin Factoring LLC, a factoring business. Tiercel Capital Texas LLC provides portfolio management services to individual and high-net-worth clients, emphasizing a value-oriented, fundamental analysis approach that includes equities trading below intrinsic value and special situations. The firm manages primarily discretionary accounts and utilizes a broader range of trading instruments than typical peers, with a small advisory team performing both portfolio management and compliance oversight.

Peter Ivanyi is a CFP® and ChFC® with 19 years of experience in financial advising. He is currently with Guided Capital Wealth Management, LLC and has previously worked at Valic Financial Advisors for 15 years. Ivanyi also holds an agent position at Agia, where he is involved in non-securities insurance products. Guided Capital Wealth Management provides advisory services to individuals, pension and profit-sharing plans, and business entities, focusing on portfolio management through a wrap fee program. The firm uses an Investment Policy Statement and risk-tolerance models to manage discretionary accounts, blending index and actively managed ETFs, individual stocks, and specialty instruments.

Christopher Sternau is a CFP® professional with experience in accounting and financial services. He is currently an advisor at Altere Financial, LLC and a partner at Evans Sternau CPA LLC, an accounting firm based in The Woodlands, TX. His background includes roles at Andersen Tax and SG Business Services. Altere Financial, LLC provides financial planning, consulting, and wealth management services to individual and high-net-worth clients. The firm uses a tailored investment approach, combining independent managers and LPL model portfolios across various vehicles, and offers both discretionary and non-discretionary asset management.

John Hauser is an advisor with VIE INVEST, LLC in Houston, TX, holding Series 63, Series 65, and Series 66 licenses and bringing three years of industry experience. He has been involved in project development through Guyana Global Development LLC. VIE Invest provides discretionary portfolio management, financial planning, and investment consulting to high-net-worth individuals, families, and various entities, managing over $50 million in client assets. The firm constructs customized portfolios with model allocations and third-party managers, employing active strategies such as margin and options and offering private-equity consulting with performance-based fee structures for qualified clients.