Kirby Shanks is the principal advisor at Kanos Capital Management, LLC, holding a Series 65 credential with 22 years of industry experience. He has been with Kanos Capital Management since 2003 and previously worked at Alpha Cubed Investments, LLC. Outside of financial advising, he is a member and manager of 1217 Interests, LLC, a real estate company. Kanos Capital Management is an independent, value-oriented wealth manager serving individuals, trusts, estates, retirement accounts, and corporations. The firm employs a top-down macroeconomic and sector selection process combined with bottom-up fundamental analysis to construct portfolios focused on current yield and absolute-return objectives.

Kaden Kozsuch is a financial advisor at Integrity Road Wealth Partners LLC with one year of industry experience. He holds a Series 65 designation and has worked previously at Baylor University and Kozsuch & Company Appraisals LLC. Integrity Road Wealth Partners LLC provides wealth management and financial planning services to individual and high-net-worth clients, managing portfolios across equities, bonds, mutual funds, ETFs, REITs, and options. The firm employs a blend of fundamental and technical analysis with Modern Portfolio Theory and long-term strategies, offering discretionary account management and custom indexing solutions.

Loyd Stegent is a CFP® and PFS™ credentialed financial advisor with 27 years of industry experience. He is the principal of Stegent Equity Advisors Inc. and has been involved with Stegent Financial Services, PC, a certified public accounting business, since 1996. Stegent Equity Advisors provides personal financial planning and discretionary investment management to individuals, high-net-worth clients, business owners, charitable institutions, and other organizations. The firm integrates its advisory services with a related CPA practice, emphasizing tax, cash-flow, and compensation planning alongside investment strategies that combine fundamental and technical analysis within a buy-and-hold framework.

Jonathan Swanburg is a CFP® professional working with TSA Wealth Management in Houston, TX, bringing 16 years of industry experience. His prior roles include positions at Calton & Associates, Inc. and Tristar Advisors. He serves as president of FB LAX, a youth sports nonprofit organization. TSA Wealth Management is an SEC-registered advisory firm managing approximately $359 million across 262 client accounts. The firm provides discretionary managed portfolios, written investment strategies, and consulting services tailored to individuals, corporations, and charitable entities.

Deborah Stavis is a CFP® with over 43 years of experience in the financial services industry. She is currently with Stavis Wealth Transfer Solutions, where she serves as Chief Executive Officer. Her prior experience includes roles at Purshe Kaplan Sterling Investments, FSC Securities Corporation, and Stavis & Cohen Financial. Outside of her advisory work, she teaches estate, risk management, and insurance courses at Rice University and is involved in nonprofit literacy organizations in Houston. Stavis Wealth Transfer Solutions serves high-net-worth individuals, families, family offices, trusts, charitable organizations, and small business clients by providing integrated wealth, estate, and financial planning alongside asset management and trust policy services. The firm offers tailored, goals-based planning and portfolio recommendations, coordinating with clients’ other professional advisors and utilizing various planning and reporting tools.

Charles Parker Jr. is a CFP® practitioner with 30 years of experience in financial advising. He has worked at Parker Financial Advisors LLC since 2019 and was previously with Cl Parker, Inc., DBA Parker Financial Advisors, from 1996 to 2019. Parker Financial Advisors LLC provides wealth management and portfolio management services to individual and high-net-worth clients, utilizing a structured onboarding and multi-step planning process. The firm’s investment approach is based on Modern Portfolio Theory, focusing on diversification, long-term asset allocation, and institutional asset-class vehicles.

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® and holds a Series 65 license with 19 years of experience in financial planning. She currently works at Cove Wealth Management and has been with Forthright Financial Planning LLC since 2007. Cove Wealth Management provides fee-only investment management, financial planning, and wealth coordination services to individuals, families, trusts, charitable organizations, businesses, and retirement plans. The firm manages approximately $166.6 million and emphasizes customized investment policies, diversified low-cost funds, and a long-term holding strategy while coordinating multiple outside professionals for high-net-worth clients.

Jeremy Joiner is a CFP® professional with 17 years of industry experience, currently serving at Strategic Advisory Services, L.L.C. in Houston, Texas. He holds Series 65 and Series 63 licenses and has been with Strategic Advisory Services since 2012. Strategic Advisory Services, L.L.C. provides discretionary wealth management to individuals, trusts, estates, and business entities, managing over $184 million in discretionary assets. The firm uses institutional programs through SEI Investments while customizing asset allocations and offers portfolio management, third-party money manager oversight, and financial planning services.

Crystal Mckeon is a CFP® professional with 16 years of industry experience, currently serving as an advisor at TSA Wealth Management. Her previous roles include positions at Tri-Star Advisors, Calton & Associates, and Parallax Investments. Outside of finance, she teaches aerial hammock yoga classes at Crystal Yoga Studios. TSA Wealth Management is an SEC-registered adviser that manages discretionary portfolios and provides consulting services to individuals, corporations, and charitable entities. The firm oversees approximately $359 million across diverse client accounts, tailoring portfolios through asset allocation, technical analysis, and regular reviews.

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.