Joseph Klingen is a financial advisor at Parker Financial Advisors LLC in Houston, TX, holding the PFS™ designation along with Series 63 and Series 65 licenses. He has 30 years of industry experience and has been with Parker Financial Advisors since 2008. Outside of his advisory role, Mr. Klingen owns and operates a tennis racquet stringing business called Stringin' Klingen. Parker Financial Advisors LLC provides wealth management and portfolio management services to individual and high-net-worth clients, using a structured onboarding process and regular progress meetings. The firm’s investment approach is based on Modern Portfolio Theory, emphasizing diversification, long-term asset allocation, and institutional asset-class vehicles.

Michael Saenz is a financial advisor at Drummond Wealth Management with three years of industry experience. He holds a Series 66 designation and previously worked at Stirlingshire Investments and United Planners. Outside of advisory work, he is employed as a data scientist in the oil and gas industry. Drummond Wealth Management serves individuals, trusts, estates, charitable organizations, and business entities, offering fee-based investment advisory and financial planning services. The firm employs a tactical allocation approach across a range of investment instruments and manages approximately $61.5 million in assets for about 129 clients.

Serving the wealth management needs of individuals and families with financial complexity in their lives is Justin's mission, leading him to found Integrity Road Wealth Partners, a fee-only Registered Investment Advisor firm. To learn more about Integrity Road Wealth, please visit www.integrityroadwealth.com. Justin serves clients preparing for and transitioning into retirement. Many of Justin’s clients are high-achieving engineers, pilots, business owners, executives, and attorneys. The clients Justin serves are often preparing to receive a lump sum pension, deferred compensation, or a buyout of their equity interests. Justin’s clients often experience sustained annual income of $200,000 - $3 million pre-retirement, enabling them to accumulate material retirement plan and after-tax assets. While accumulating $2 - $20 million in liquid assets is often quite feasible for the high-income professionals, airline pilots, executives, and business owners Justin serves, navigating the transition into retirement and beyond often warrants the involvement of a skilled professional to provide prudent guidance. In his most recent role as a Wealth Advisor at a national Registered Investment Advisor, Justin advised over 100 primarily high-income and affluent households on an ongoing basis as their primary advisor and financial planner. Prior to the advisor role at the national firm, Justin was Director of Financial Planning at a boutique Registered Investment Advisor in Houston. As Director of Financial Planning, Justin served the holistic wealth management needs of high-income and wealthy families. Alongside of his client advisory responsibilities, Justin was responsible for the company’s portfolio management, reporting, strategic planning, and operations functions. Justin first became interested in personal finance when he was about eight years old, buying his first stock. At Liberty University, Justin earned a Bachelor of Science in Business Administration with a concentration in Financial Planning, graduating Summa Cum Laude on a three-year track. After college, Justin pursued the licensing and advanced certifications required to serve clients effectively. As a Certified Financial Planner® Professional and Certified Kingdom Advisor®, Justin completed training, advanced examination, and a residency-like program before becoming certified. Justin is also an Investment Adviser Representative, having completed the Series 65.

Yevgeniya Andryeyeva is a CFP® professional at Stavis Wealth Transfer Solutions with one year of industry experience. Her prior work includes roles at Admitad and Knight Frank Russia. Stavis Wealth Transfer Solutions serves high-net-worth individuals, families, family offices, trusts, charitable organizations, and small businesses by providing integrated wealth, estate, and financial planning along with asset management and trust policy services. The firm offers tailored, goals-based planning and coordinates with clients’ other professional advisors while managing both discretionary and non-discretionary portfolios.

Thomas Chen is a Series 65-licensed financial advisor with seven years of industry experience. He has worked at Chung Wu Investment Group, LLC since 2019. Outside of his advisory role, he is involved in several family businesses, including investment partnerships and equipment sales operations, where he attends partners and board meetings. Additionally, he has worked part-time in marketing activities for a hydraulic equipment manufacturer in the oil and gas industry. Chung Wu Investment Group, LLC provides discretionary investment management and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm manages approximately $147.5 million in discretionary assets and combines customized portfolio management with the operation of a private fund, employing a range of investment strategies including derivatives and tactical asset allocation.

Joseph Foley is a financial advisor at Fortiter Wealth Management, LLC in Houston, TX, holding a Series 66 designation with 19 years of industry experience. Prior to joining Fortiter Wealth Management in 2024, he worked for First Trust Portfolios L.P. for 17 years. Fortiter Wealth Management serves high-net-worth and individual clients, trusts, pension and profit-sharing plans, and corporate entities. The firm employs a combination of fundamental analysis and Modern Portfolio Theory to build diversified portfolios and uses third-party sub-advisors to assist with implementation, including the use of margin and borrowing in client accounts.

Katherine Letsos is a financial advisor with Joyce Wealth Management, LLC, holding a Series 66 designation and bringing 19 years of industry experience. She previously worked at J.D. Joyce Investment Management Group, LLC and Wells Fargo Advisors, both for a decade. Joyce Wealth Management provides financial planning, consulting, and investment management services to individuals, trusts, estates, charitable organizations, and retirement plans. The firm combines fundamental and technical analysis to tailor portfolios across a range of investment vehicles, with attention to client-specific factors such as risk tolerance and cash-flow needs.

Kayla Tolunay is a CFP® with 10 years of industry experience, currently serving at Stavis Wealth Transfer Solutions in Houston, TX. She has worked at several firms since 2009, including Stavis & Cohen Private Wealth LLC and Tanglewood Total Wealth Management, Inc. Tolunay is also an independent insurance agent. Stavis Wealth Transfer Solutions provides integrated wealth transfer, financial and estate planning, and asset management primarily for high-net-worth individuals, families, family offices, trusts, and foundations. The firm emphasizes coordinated estate and trust work with clients’ other professional advisors and offers specialized services such as trust policy management and life-insurance audits.

John Reimer is a CFP® professional with 18 years of experience in financial advising. He is currently with Signature Financial Advisors, where he has worked since 2016, and previously worked at Rmdr Advisors, Inc. He is also a shareholder and CFO of a restaurant business and a partner in a regional kids gym franchise. Signature Financial Advisors serves individuals, closely held businesses, and retirement plans, providing investment supervisory services, manager-of-managers selection, pension consulting, and financial planning. The firm operates as a small team advisor managing approximately $68 million in assets and primarily offers non-discretionary portfolio advice through third-party money managers.

Paul Chiaro Jr. is a financial advisor with Terraform Wealth, LLC, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. His prior roles include positions at Energy Research Advisors and Eagle Global Advisors. Outside of advisory work, he owns a cow calf ranch near Houston and is the owner of Energy Research Advisors, an investment consulting firm. Terraform Wealth, LLC provides portfolio management and investment advisory services primarily to high-net-worth individuals, utilizing a range of analytical methods and investment vehicles. The firm manages over $200 million for a small client base and employs sophisticated trading strategies and third-party manager arrangements.

Coleman Campbell is a financial advisor at Advocates Wealth Planning in Houston, TX, holding the CFP®, ChFC®, and Series 63 designations with 29 years of industry experience. He has worked at Cypress Advisory Services Ltd., LLP since 2012. Advocates Wealth Planning provides comprehensive financial planning and discretionary investment management to individual and high-net-worth clients. The firm employs a diversified, global investment approach using customized asset allocations based on five standard model portfolios, primarily implementing strategies with mutual funds and ETFs.

Samuel Dodson is a financial advisor at Signature Financial Advisors with 32 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at Signature Financial Advisors since 2016. Prior to that, he was with Ostrow Financial Group and H. Beck, Inc. He also works as an independent insurance broker, providing analysis and recommendations on various insurance products. Signature Financial Advisors serves individuals, closely held businesses, and retirement plans by offering investment supervisory services, pension consulting, and financial planning. The firm uses a manager-of-managers approach, conducting due diligence and monitoring manager performance, and maintains affiliations with accounting and insurance practices.

Samuel McGee is a CFA® charterholder and holds a Series 66 license with 22 years of industry experience. He is currently with Crestmont Private Wealth LLC, where he has worked since 2019, following roles at PURSHE KAPLAN STERLING INVESTMENTS, Avondale Wealth Management, and Banc of America Investment Services. Outside of his advisory work, McGee serves on the Texas Board of Professional Geoscientists, holds leadership roles in several nonprofit and community organizations including the Texas Hill Country Mustang Club and Hill Country Family Services, and participates in local political activities. Crestmont Private Wealth LLC provides discretionary and non-discretionary investment management, financial planning, and retirement services to individuals, families, trusts, and institutional clients. The firm emphasizes strategic asset allocation with a value-oriented investment style and manages a significant regulatory asset base with a small supported team of advisors.

Mercedes Barker is a financial advisor at Equilibria Wealth Management, LLC with 20 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Cetera Advisor Networks and Wells Fargo Clearing. In addition to her advisory role, she owns a business specializing in divorce settlement mediation and financial analysis. She also manages a fruit compote manufacturing and sales company. Equilibria Wealth Management serves individuals, estates, corporations, and other business entities, managing approximately $130 million. The firm offers discretionary asset management and financial planning, employing a portfolio approach that combines fundamental and technical analysis with modern portfolio theory, focusing on a relatively concentrated set of holdings and specialized allocations such as inflation-protected fixed income and gold.

William Berger is a CFA® charterholder with 18 years of industry experience. He has been with Fortiter Wealth Management, LLC since 2016 and previously worked at Paul Comstock Partners and Vaughan Nelson Investment Management, L.P. He is based in Houston, TX. Fortiter Wealth Management serves high-net-worth individuals, trusts, pension and profit-sharing plans, and corporate entities. The firm uses a combination of fundamental analysis and Modern Portfolio Theory to manage diversified portfolios and employs third-party sub-advisors and proprietary model portfolios in its investment approach.

Niamh Aitken is a financial advisor with Forth Capital (USA), LLC, holding a Series 65 designation and two years of industry experience. She has worked at Forth Capital Advisors Limited and Forth Capital USA since 2020, and previously spent three years with Balmoral Asset Management Limited. Forth Capital (USA) LLC primarily serves U.S. resident UK expatriates with UK-based pensions, offering financial planning, UK pension transfer consulting, ongoing asset management, and IRA rollover guidance. The firm provides non-discretionary, tailored advisory recommendations and integrates UK pension transfer workflows in coordination with UK FCA-regulated specialists.

John Joyce is a financial advisor at Joyce Wealth Management, LLC in Houston, TX, holding Series 63 and Series 65 credentials with 33 years of industry experience. Prior to joining Joyce Wealth Management in 2023, he worked for J.D. Joyce Investment Management Group, LLC and Wells Fargo Advisors for a combined 20 years. Joyce Wealth Management provides financial planning, consulting, and investment management services to individuals, trusts, estates, charitable organizations, and retirement plans, serving as an ERISA fiduciary when engaged. The firm manages approximately $483 million in client assets, primarily allocating among third-party independent investment managers using a managed-account platform, supplemented by mutual funds, ETFs, and individual securities tailored to client needs.

Andrew Sharp is a CFP® with 23 years of industry experience. He currently serves as an advisor at Altere Financial, LLC, joining the firm in 2024 after several years with LPL Financial and prior roles at firms including Charles Schwab and UBS Financial Services. Altere Financial is a registered investment adviser that provides financial planning, consulting, and wealth management services to individual and high-net-worth clients. The firm customizes investment strategies combining independent managers and LPL model portfolios, managing approximately $55 million in assets with a client-directed approach.

Kurt Box is a CFP® professional with 23 years of industry experience, currently serving at Advocates Wealth Planning in Houston, TX. He has been with Cypress Advisory Services Ltd., LLP since 2005. Advocates Wealth Planning advises individual and high-net-worth clients, combining comprehensive financial planning with discretionary investment management. The firm employs an integrated asset-allocation strategy using customized model portfolios primarily composed of mutual funds and ETFs, while also offering limited insurance brokerage services.

Austin Marrs is a CFP® with 15 years of industry experience, currently serving as a financial advisor at TSA Wealth Management in Houston, TX. His prior roles include positions at Tri-Star Advisors, Calton & Associates, and Parallax Investments. He is also licensed as a State of Texas General Lines Agent with experience researching and selling insurance and annuity products. TSA Wealth Management serves individual and high-net-worth clients, as well as corporations and charities, offering discretionary investment advisory and portfolio management services. The firm provides estate-planning options through third-party software and combines a substantial discretionary asset base with a three-advisor team, regularly engaging clients through educational seminars and digital tools.