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.

Manishkumar Jain is a financial advisor at BluePrism Wealth Management LLC in Richmond, TX, holding Series 63 and Series 66 credentials with four years of industry experience. Before founding BluePrism Wealth Management in 2025, he worked at Merrill, Wells Fargo Clearing Services, J.P. Morgan Securities, and JPMorgan Chase Bank. He is also a licensed insurance agent involved in selling insurance products. BluePrism Wealth Management LLC is an independent advisory firm providing discretionary asset management and financial planning services to individuals, high net worth clients, trusts, small businesses, and estates. The firm focuses on asset allocation and uses Monte Carlo planning to model financial goal probabilities, managing accounts on a discretionary basis with regular reviews and rebalancing.

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.

David Kolts is a CFP® with 20 years of industry experience and is the principal advisor at Pegasus Wealth Management in Richmond, Texas. He also manages Allied Insurance Agency and operates a CPA practice, David B. Kolts, CPA, PLLC, where he provides accounting, tax compliance, and consulting services. Additionally, he teaches small business tax workshops for the IRS and QuickBooks classes for the Small Business Development Center. Pegasus Wealth Management is a fee-only registered investment adviser serving individuals, trusts, estates, small businesses, charitable organizations, and retirement plans. The firm emphasizes largely passive, diversified portfolios guided by strategic and tactical asset allocation, operating primarily on a non-discretionary basis with occasional value tilts and model portfolio selections supported by an outsourced chief investment officer.

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.

Wesley Bales is the sole advisor at Wesley Owen Bales Investment Advisory Service in Sugar Land, TX, holding Series 63 and Series 65 credentials with 22 years of industry experience. He has operated his independent advisory firm since 2000. Wesley Owen Bales Investment Advisory Services Inc. provides fee-only portfolio management and advisory services primarily to individual and high-net-worth clients, offering both discretionary and non-discretionary strategies without a firmwide account minimum. The firm employs a blend of fundamental, technical, and cyclical analysis, implementing long- and short-term strategies including margin transactions and option writing, with an emphasis on concentrated equity positions for aggressive accounts and bond allocations for conservative accounts.

Lakhaun Mckinley is a CFP® professional with 19 years of industry experience. He is the sole advisor at MNM Vested, LLC, a firm he founded in 2015, and has also worked at Origin Financial since 2021. Outside of financial advising, Mckinley owns ThemeParkJoy.com, an Amazon affiliate site focused on Disney merchandise, and provides financial counseling services to military service members through Zeiders Enterprises. MNM Vested, LLC is a fee-only financial planning and advisory firm serving individual clients. The firm offers comprehensive financial planning services, including tax preparation and small-business planning, and follows an investment approach based on Modern Portfolio Theory emphasizing diversification and a buy-and-hold strategy.

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.

Eric Sandrock is a CFP® with 20 years of experience in financial advising, currently serving as the sole advisor at Performance Investment Group since 2010. His background includes registration with the NFL Players Association and development of financial planning materials for professional athletes. Performance Investment Group is an independent registered investment adviser that provides discretionary portfolio management and financial planning to high-net-worth individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and business entities. The firm employs an academically grounded, passive investment approach emphasizing broad diversification and systematic factor exposures, primarily using institutional mutual funds.

James Crawford Jr. is a financial advisor at JHM Asset Management, LLC with 19 years of industry experience. He holds Series 63 and Series 66 designations and worked previously at Fruth Investment Management for seven years before joining JHM Asset Management in 2018. JHM Asset Management is an independent registered investment adviser that offers discretionary investment management and consulting services primarily to individual and high-net-worth clients, as well as corporate plan participant accounts. The firm creates tailored, long-term investment plans using fundamental, technical, and cyclical analysis and is notable for actively servicing corporate accounts through an outsourced platform.

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.

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.

Benjamin O'Brien is a financial advisor with Capital Management Advisors LP in Houston, TX, holding a Series 66 designation and 15 years of industry experience. He has been with Capital Management Advisors and its affiliated entities since 2008. Outside of advisory work, he serves as a general partner in private equity energy funds managed by CMA Energy Fund Management LLC. Capital Management Advisors LP provides fiduciary investment consulting and portfolio management to individuals, families, trusts, retirement plans, and select pooled-vehicle investors. The firm employs a values-based, family-centered consultative approach with long-term, passively oriented asset-class portfolios, supplemented by selected alternative investments and tactical allocation decisions.