William Blackmon is a CFP® with 10 years of experience in the financial industry, all spent at Edward Jones since 2016. He is based in Katy, TX, and holds a Series 66 license. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Benjamin Simiskey is a CFP® with 18 years of industry experience and serves as the sole advisor at Lakes Wealth Advisory, LLC. He previously worked at Cornelius, Stegent & Price, LLP and Stegent Equity Advisors Inc., and has been an adjunct instructor at Rice University since 2017. Lakes Wealth Advisory provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, nonprofit organizations, and corporations. The firm employs a long-term investment approach using mutual funds, ETFs, individual stocks and bonds, and offers customized solutions with ongoing portfolio monitoring and oversight.

Jose Manstretta Cardozo is a CFA® charterholder with five years of experience in the financial industry. He has worked at Open Wealth Management LLC since 2021 and previously held positions at Proman US and Royal Dutch Shell. Open Wealth Management LLC serves individuals and families, including senior corporate executives and owners of closely held businesses, providing wealth management, discretionary portfolio management, financial planning, and portfolio analysis. The firm employs a long-term, asset-allocation driven investment approach, constructing customized portfolios primarily using mutual funds, ETFs, ETNs, and individual securities, and serves a notable non-U.S. client segment.

James Bishop is the sole advisor at Dark Horse LLC, an independent firm based in Katy, TX. He holds a Series 65 designation and has 14 years of industry experience, having led Dark Horse LLC since 2011. Dark Horse LLC provides discretionary investment management and tailored financial consulting primarily to individual and high-net-worth clients. The firm focuses on customized, long-term portfolios emphasizing exchange-listed equities, using a combination of fundamental and technical analysis while generally avoiding high-risk strategies.

Satyanarayana Ayyalasomayajula is a financial advisor at FlexHedz Group LLC in Katy, TX, holding a Series 65 designation with one year of industry experience. His prior work includes roles at Valassis Digital Corp and US Bank National Association. FlexHedz Group LLC provides discretionary portfolio management and educational workshops for individuals, high-net-worth clients, corporations, and business entities. The firm uses a combination of fundamental and quantitative analysis alongside options trading within a long/short investment approach, managing portfolios under discretionary authority with consistent trade allocation and regular custodial reporting.

Emad Samman is a financial advisor with Sunlight Investments in Katy, TX, holding a Series 65 designation and seven years of industry experience. He has worked at Hewlett Packard Enterprise and Micro Focus prior to founding Sunlight Investments in 2017. Sunlight Investments is a single-advisor independent firm that provides discretionary portfolio management for individual and small business clients. The firm focuses on managing U.S.-listed equity portfolios through limited trading authorization, emphasizing a concentrated selection of 20–40 equities chosen for financial stability and industry position.

Michael Marin is the principal advisor at Marin Financial Group in Katy, Texas, holding Series 63 and Series 65 licenses with 26 years of industry experience. He previously worked at Commonwealth Financial Network for 12 years before founding his independent firm in 2018. Marin took a brief retirement from 2017 to 2018 prior to establishing Marin Financial Group. Marin Financial Group is a small independent registered investment adviser serving individuals, families, small businesses, trusts, and retirement plans. The firm offers financial planning, discretionary portfolio management, and asset allocation using a model-based platform, focusing on individualized client relationships and portfolio oversight.

Siddharth Mehta is a financial advisor at Wisdom Oak Fund Management LLC with six years of industry experience. He holds a Series 66 designation and has worked at firms including NEXT Financial Group, Bank of America, Merrill Lynch, and Morgan Stanley. Wisdom Oak Fund Management LLC provides discretionary portfolio management and consulting services to individual investors, corporations, and other business entities. The firm employs an opportunistic, active investment approach focused on absolute return and a higher Sharpe ratio, utilizing a flexible strategy across various asset classes and markets.

Milton Doremus is a financial advisor at FWM Partners with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including LPL Financial LLC and CoreCap Investments. Doremus is also a licensed insurance agent involved in the sale of life and related insurance products. FWM Partners provides discretionary portfolio management, retirement-plan consulting, and standalone financial planning to individuals, high-net-worth clients, trusts, and business entities. The firm uses fundamental analysis and Modern Portfolio Theory to tailor investment strategies and offers services as both a limited-scope 3(21) fiduciary and a full 3(38) investment manager for qualified retirement plans.

Joseph Motley is a financial advisor with MVM Advisors, LLC in Katy, Texas, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has worked at MVM Advisors since 2009 and also founded Adrian International LLC, an employee benefits consulting firm specializing in health care and insurance. In addition to investment advisory services, he provides business consulting through MVM Advisors. MVM Advisors, LLC serves a diverse client base including individuals, businesses, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs a fundamental, third-party fund selection approach focused on diversification and risk management, offering portfolio management, pension consulting, and financial planning services.

Lanny Barbee is a CFA charterholder with 22 years of industry experience and is the sole advisor at Meridian Investment Management, Inc. He has worked at Meridian since 2003 and previously spent 16 years at Global Jar Services, LLC. In addition to his advisory role, he operates a tax preparation business as a CPA. Meridian Investment Management provides discretionary and non-discretionary investment advice and portfolio management for individuals, high-net-worth clients, trusts, and other entities. The firm uses a fundamental analysis approach combining Growth at a Reasonable Price and Deep Value strategies, with technical tools to adjust cash levels, and offers multiple account styles tailored to different investment goals.

Robin Giles is a CFP® professional with 18 years of experience in financial advising. He is the sole advisor at Apex Wealth Management, LLC and has been with Sage Wealth Management, LLC since 2011. Based in Katy, TX, Giles focuses on providing personalized financial planning and investment management services. Apex Wealth Management serves individual clients, including high-net-worth individuals, through ongoing portfolio management and fee-based planning. The firm emphasizes comprehensive retainer relationships and constructs client-specific Investment Policy Statements, offering both discretionary and non-discretionary management with regular monitoring and rebalancing aligned to client objectives.

Edith Moreno is a financial advisor at M.C. Byrd Wealth Management, LLC in Bellville, TX, holding a Series 65 designation with seven years of industry experience. She has been with M.C. Byrd Wealth Management since 2016 and previously worked at Rainbow Litho from 2010 to 2016. M.C. Byrd Wealth Management provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and foundations. The firm uses model-driven portfolios across various risk profiles, combining in-house models with third-party managers, and maintains a defined retirement-plan practice serving 401(k) and 403(b) arrangements.

Micah Mills is a financial advisor at CRIS Capital, Ltd. with one year of industry experience. He holds a Series 65 designation and previously worked at Chick-fil-A, SGS, Anytime Fitness, and KYSC. CRIS Capital, Ltd. provides ongoing portfolio management primarily to individual and high-net-worth clients, preparing tailored Investment Policy Statements. The firm employs fundamental analysis and modern portfolio theory in a long-term trading approach, managing accounts on a discretionary basis through a third-party subadvisor.

Robert Schlangen is a financial advisor with Park Walk Investments LLC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His career includes roles at The Huntington Investment Company, Park Walk Capital Markets, American General Life Insurance, AIG Capital Services, Sunbelt Securities, and WFG Advisors. He also consults on compliance matters with Bates Group. Park Walk Investments LLC provides portfolio management primarily for institutional clients and high-net-worth investors, focusing on fixed-income securities and utilizing a combination of fundamental, quantitative, and technical analysis across long- and short-term trading strategies.

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.

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.

Craig Narum is a CFP® professional with 23 years of industry experience. He has been with Trisperity Advisors, LLC since 2007 and also serves as an adjunct consultant at Qittitut Consulting LLC, focusing on growth strategy facilitation, business process redesign, and financial modeling. Trisperity Advisors provides fee-only financial planning and investment management services to individuals, trusts, estates, charitable organizations, and small businesses. The firm emphasizes strategic asset allocation and global diversification, managing approximately $283.7 million across about 266 clients, primarily on a discretionary basis.

Jeffrey Mcculloch is a CFP® with 12 years of industry experience, currently serving as an advisor at Trisperity Advisors, LLC since 2017. Prior to this, he worked at Ameriprise Financial Services, Inc. from 2013 to 2017. He also holds a trustee role in fiduciary activities since 2014. Trisperity Advisors provides fee-only financial planning and investment management to individuals, trusts, estates, charitable organizations, and small businesses. The firm emphasizes strategic asset allocation and global diversification, managing approximately $283.7 million primarily on a discretionary basis.

James Donewald is the sole advisor at CRIS Capital, Ltd. in Katy, Texas, holding a Series 65 designation with 15 years of industry experience. He has been associated with CRIS Capital, Ltd. since 2008 and with CRIS Financial since 2012. Outside of his advisory role, Donewald is a licensed insurance agent and partner at CRIS Financial. CRIS Capital, Ltd. provides portfolio management services to individual clients, creating personalized Investment Policy Statements that address goals, time horizons, and risk tolerance. The firm employs fundamental analysis and modern portfolio theory with a long-term trading approach, delegating trade execution to a third-party subadvisor while maintaining discretionary oversight.