Alex Bridges is a Wealth Advisor and the founder of Tiverton Wealth. He established the firm after serving as Chief Strategy Officer for a Houston-based investment management firm, bringing with him a foundation in comprehensive financial planning and a client-centered approach. Alex began his career in January 2017 with Northwestern Mutual, where he developed core planning and advisory skills that continue to inform his work today. Alex holds the CERTIFIED FINANCIAL PLANNER® (CFP®), Chartered Financial Consultant® (ChFC®), and Retirement Income Certified Professional® (RICP®) designations. These credentials reflect his commitment to professional standards, continuing education, and thoughtful financial planning across areas such as wealth accumulation, retirement income planning, risk management, estate planning, and tax efficiency. In his role as an investment adviser representative of a registered investment adviser, Alex acts as a fiduciary to clients. Alex founded Tiverton Wealth to provide advice that is aligned with clients’ best interests and structured on a fee-only basis, without commission-based compensation. His approach emphasizes clarity, education, and long-term planning tailored to each client’s circumstances and priorities. Alex earned his Bachelor of Business Administration in Finance, with a specialization in Personal Financial Planning, from the C.T. Bauer College of Business at the University of Houston. He resides in The Heights with his wife, Andrea, their daughter, Zoe, and their dogs. Alex values time with family and community and believes those relationships help shape the care, responsibility, and perspective he brings to his work with clients.

Jonathan Kolmetz is a CFP® with 21 years of industry experience, currently serving as the sole advisor at Oaks Wealth Management in Houston, TX. His prior roles include positions at LPL Financial LLC and Strategic Financial Concepts, LLC. Outside of his advisory work, he is a financial therapist and counselor with Alaphia Financial Wellness and Oaks Counseling Associates, respectively. Oaks Wealth Management provides tailored investment management and comprehensive financial planning to individual and high-net-worth clients, as well as charitable organizations. The firm employs a primarily passive investment approach using diversified portfolios of index mutual funds and ETFs, supported by individualized plans and regular reviews.

Kenton Braun is a CFP®, ChFC®, and holds a Series 65 license, with five years of industry experience. He is the sole advisor at Personal Prosperity LLC and previously worked at MitchellClark & Company. Personal Prosperity LLC is an independent, fee-only registered investment adviser serving individual and high-net-worth clients with tailored investment management and comprehensive financial planning. The firm employs a portfolio construction approach based on Modern Portfolio Theory, combining passive and active strategies, and is notable for its use of borrowing and derivatives within separately managed accounts.

Brian Lively is the principal of B. Lively Financial, LLC, an independent advisory firm based in Spring, TX. He holds a Series 65 designation and began his financial advisory career in 2026. Prior to founding the firm, he has worked at United Surgical Partners Incorporated since 2015. Mr. Lively devotes the majority of his professional time to a healthcare occupation outside the advisory business. B. Lively Financial, LLC provides discretionary portfolio management and investment advice to individuals, families, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm employs an equity-focused investment approach that combines charting, technical, and fundamental analysis to implement growth- or momentum-oriented and sometimes concentrated positions across a range of securities, operating under ERISA fiduciary standards with ongoing client consultations.

Shaun Taylor is the principal of Taylor Williams Private Wealth Management LLC in Tomball, TX, holding Series 63 and Series 66 licenses with 12 years of industry experience. His prior roles include positions at Fidelity Personal and Workplace Advisors, Centric Advisors LLC, and J.P. Morgan Securities. Outside of financial services, he is involved in sports and entertainment activities through Taylor Williams Worldwide, coaching youth in basketball, golf, track & field, and baseball, as well as DJing events. Taylor Williams Private Wealth Management LLC provides discretionary and non-discretionary asset management, ERISA retirement-plan advisory services, and financial planning to retirement plans, charitable organizations, and other institutional clients. The firm integrates security analysis techniques with client-specific objectives and offers pension consulting and plan services, including acting in a limited-scope 3(21) fiduciary capacity.

My journey in Financial Services began 27 years ago when I graduated from Baylor University. I studied Economics and Quantitative Business Analysis and knew I wanted to work in Financial Services. That led to my first Financial Advisor role with American Express Financial Advisors (now Ameriprise). Over the years I have held numerous positions at different Investment and Advisory firms. I've had the opportunity to learn from some of the best advisors in the industry. Over that time, I formed my core investment beliefs, and I am now thrilled to incorporate them into SF Planning Group LLC. I believe that everyone should have a personalized and sound financial plan. Your plan should be custom, straightforward and stress free. I aim to provide my clients with a financial and investment plan that enables them to live a stress-free financial life and focus on what matters most to them.

Adnan Hamed is a financial advisor at Blue Aris with four years of industry experience. He holds a Series 65 designation and has prior work experience at IBM. His other business activities include investment advisory and technology consulting. Blue Aris serves a selective client base including individuals, business entities, pension plans, and institutional clients. The firm offers financial planning, investment advisory, and wealth management services with a multidisciplinary, education-focused approach that emphasizes strategic asset allocation and low-cost investment vehicles, supplemented by client education through newsletters, video blogs, and seminars.

Matthew Mann is a financial advisor at Ascending Assets with five years of industry experience. He holds Series 63 and Series 65 licenses and has been with Ascending Assets since 2017. Outside of advising, he has worked with Domino's Pizza since 2016. Ascending Assets LLC provides portfolio management and investment planning services primarily to corporations and business entities. The firm focuses on tailored portfolio construction and ongoing monitoring, applying a blend of cyclical and fundamental analysis alongside modern portfolio theory in its investment approach.

Joseph Hopkins is a financial advisor at Mission Retirement with 15 years of industry experience. He holds a Series 65 designation and has worked at AE Wealth Management, LLC and Global Financial Private Capital, LLC. In addition to his advisory role, he has been an independent insurance agent since 1980. Mission Retirement provides investment advisory services primarily to individual and high-net-worth clients by recommending and overseeing unaffiliated independent managers. The firm uses various analytic methods and offers both discretionary and nondiscretionary programs, focusing on due diligence and oversight rather than in-house portfolio management.

Eli Mitcham is a financial advisor with Asset Lift Wealth Management, LLC in Cypress, TX. He holds a Series 65 designation and has 20 years of industry experience, including 19 years with his current firm. In addition to his advisory role, he is a licensed independent insurance agent selling life insurance and fixed products. Asset Lift Wealth Management provides personalized financial planning and discretionary investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs risk-calibrated, globally diversified portfolios using exchange-listed securities, ETFs, mutual funds, and individual stocks, with active management and risk-management strategies aimed at limiting drawdowns and pursuing positive returns in down markets.

David Crews is the principal and sole advisor at Crews Capital Management, LP, an independent firm based in Cypress, TX. He holds a Series 65 designation and has 20 years of industry experience. Outside of advising, Crews is the majority owner of Midtown MMA, LLC, and the sole owner of Industrial Vending, LLC. He also serves on the board of directors for Phyco Biosciences, in which he holds an investment interest through Weston Fund, LP. Crews Capital Management provides discretionary portfolio management and financial planning services to individuals, trusts, estates, and private corporations. The firm emphasizes individualized stock selection and tax-aware portfolio adjustments, using fundamental analysis supported by screening tools and external research, and offers both traditional and performance-based fee arrangements to a small, concentrated client base.

Jeanie Fielder Eymontt is a financial advisor with Absolute Alpha Corp in Houston, TX, holding Series 63 and Series 65 licenses and 39 years of industry experience. She has worked at Absolute Alpha Corp since 2016 and previously at American Portfolios Financial Services, Inc for five years. Absolute Alpha Corp is a single-advisor registered investment adviser serving a small group of clients, including high-net-worth individuals, trusts, charitable organizations, and small businesses. The firm offers asset management and portfolio advisory services through a wrap-fee program using a bottom-up investment approach with both quantitative and qualitative analysis, primarily managing accounts on a non-discretionary basis.

Phuong Nguyen is a financial advisor at Quality Wealth Care, LLC with 23 years of industry experience. She holds a Series 66 designation and has worked at Quality Wealth Care since 2005 and Nugent & Associates, Inc. since 2004. In addition to her advisory role, Nguyen works as an insurance agent, accountant during tax season, and business consultant. Quality Wealth Care provides personalized financial planning and discretionary investment management to individuals, trusts, estates, charitable organizations, and businesses. The firm emphasizes a strategic asset allocation approach using a core-and-satellite framework and offers pension-plan consulting and employee benefits education for business clients.

Diego Luna Y Parra Diaz is a financial advisor at Berlin Wealth Group Advisors with two years of industry experience. He holds Series 65 and Series 66 licenses. Prior to joining Berlin Wealth Group Advisors, he worked at Kpitalia Asset Management, Finamex International, and several other firms in Mexico. Berlin Wealth Group Advisors provides fee-based investment advisory, discretionary portfolio management, and comprehensive financial planning to a range of clients including individuals, high-net-worth clients, pension plans, and corporate entities. The firm employs a tactical allocation approach using fundamental and technical analysis and offers performance-based fee arrangements for qualified clients.

Ernie Galliani is a financial advisor at PRP with 23 years of industry experience. He holds a Series 65 designation and has worked with Nova 401(k) Associates since 2009, where he serves as an account manager and actuary for the defined benefit department. Galliani has also been involved with Professional Retirement Planning GP LLC and Professional Retirement Planning Inc. since 2002. In addition to his advisory role, he performs actuarial and administrative duties at Nova 401(k) Associates, a non-investment firm specializing in qualified plan administration. PRP provides investment management and retirement-plan consulting to individuals, trusts, small businesses, and qualified retirement plans. The firm offers actuarial and 401(k) services alongside an investment approach focused on long-term, asset-allocation strategies primarily using no-load, passively managed mutual funds.

Ganesh Budidagaddapalli Midigesi is a financial advisor at Grass Capital LLC with five years of industry experience. He holds the Series 65 designation and has previously worked at Ameya Insurance Group LLC and T-Mobile USA. Outside of advisory work, he is a general partner managing investment activities at Grass Capital Fund GP, LP, and also serves as a managing member of an IT consulting company, Edatamarkets LLC, which currently has no active business operations. Grass Capital LLC provides discretionary investment management and financial planning services to individuals, small businesses, and investors in pooled vehicles. The firm combines fundamental and technical analysis with quantitative models, managing a variety of financial instruments and also sponsors a private long-short equity quantitative hedge fund alongside offering qualified plan consulting.

Jose Maldonado is a financial advisor with Hoyle Capital, LLC, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. Prior to founding Hoyle Capital in 2019, he worked at Morgan Stanley and Morgan Stanley Private Bank from 2013 to 2019. Hoyle Capital, LLC provides discretionary portfolio management and investment services primarily to accredited and high-net-worth investors through managed accounts and pooled investment arrangements. The firm uses a quantitative screening tool based on extensive market data to guide tactical asset allocation and incorporates options and private-placement opportunities within client strategies.

Rachael Smith is a financial advisor at TopRac Financial LLC in Cypress, TX, holding the ChFC® designation and Series 65 license. She has one year of experience in financial advising, having joined TopRac Financial in 2025. Prior to her current role, she worked in various capacities at Independence Hydrogen, Cubic Corporation, and ExxonMobil Corporation. TopRac Financial LLC provides fee-only financial planning to individual clients, including high-net-worth individuals, primarily through virtual meetings and electronic communication. The firm focuses on written financial plans covering areas such as cash flow, retirement, tax strategies, estate considerations, and investment analysis, favoring long-term passive strategies and advising on a non-discretionary basis without managing client investment accounts.

Edna Thompsen is a Certified Financial Planner (CFP®) with 31 years of experience, operating her independent firm, Edna J. Thompsen, CFP, since 1995. She holds a Series 63 license and has 12 years of industry experience under that designation. Her firm provides fee-only financial planning and personal finance administration to a small number of individual clients and serves as a fiduciary advisor to employer 401(k) plans. The firm uses a fee structure based on hourly and fixed fees rather than asset-based charges and typically recommends passive mutual funds and ETFs, while clients retain control of investments through their chosen brokers.

Jeffrey Owens is a financial advisor at Houston Wealth Advisers, LLC with seven years of industry experience. He holds Series 65 and Series 66 licenses and has worked at firms including Madison Avenue Securities, LLC and ELE Advisory Services, Inc. Outside of his advisory role, he serves as Director of Operations at Senior Partners, LLC, overseeing business activities, compliance, and personnel management. Houston Wealth Advisers, LLC provides financial consultation and wealth management to individuals, families, businesses, and nonprofit organizations. The firm focuses on referring clients to separately managed account managers, with an investment approach that includes due diligence on performance, costs, custodians, and account minimums.