Brian Campbell is the founder and Managing Director of Campbell Wealth Partners LLC. He provides clients with individually tailored investment and risk management strategies. Brian's expertise includes family wealth management, personal retirement planning, education funding planning, and specialized focus with government or former government employees. Brian holds Series 7, 63 and 65 FINRA registrations and the Certified Plan Fiduciary Advisor (CPFA®), Accredited Wealth Management Advisor℠ (AWMA®), and Chartered Retirement Planning Counselor™ (CRPC™) designations. A graduate of the University of Houston, and University of Houston - Downtown and a former United States Army Officer, Brian combines his education and military experience to deliver disciplined, math-based investment processes. Active in community and professional organizations, Brian actively supports the USO, the Wounded Warrior Project and is a member of the Rotary Club of Greater Houston Veterans and American Legion. Outside of work, he enjoys tinkering with computers, golf, online games and spending time with his family.

Dr. Preston D. Cherry, CFP®, is a Houston-based, flat-fee fiduciary financial advisor and Founder & CEO of Concurrent Wealth Management, an independent wealth management firm serving clients nationwide. He works with high-income Gen X professionals, business owners, and oil and gas executives, providing all-inclusive, comprehensive financial planning with integrated investment management through a dollar-based flat-fee model. His work helps executives and business owners coordinate investment management, tax planning, retirement income and withdrawal strategies, cash flow, and estate planning needs. For oil and gas executives, he addresses how company stock, equity compensation, deferred compensation, pensions, and career timing affect the broader financial plan. Areas of focus include RSUs, PSUs, stock options, ESPPs, concentrated company stock, and the transition from a successful career into retirement or work-optional living. He helps clients understand their choices, evaluate tradeoffs, and coordinate decisions across their financial lives. His Financial Harmony™ approach brings financial planning and wealth psychology together, aligning clients’ resources with their values, relationships, and life priorities. He helps clients build and preserve wealth while developing the confidence to use it intentionally, enjoy life today, and prepare for tomorrow. Dr. Cherry is the author of Wealth in the Key of Life, published by Wiley. His financial insights have been featured in The Wall Street Journal and Kiplinger, and he has appeared on CNBC Arabia and Schwab Network. He meets with clients in Houston and virtually nationwide.

My objective is simple: I will focus on understanding your unique values, personal situation and financial needs in order to deliver tailored strategies to you. Our branch will help you track your goals and communicate regularly to deliver timely information. Working closely with you and your CPA, attorney and other professionals, I can help determine the most appropriate financial strategy for you and your family. I can also help with your retirement savings strategy, so you have more options when you retire, regardless of what you decide to do. I began my Financial Planning career in 2012 in Sugar Land, Texas. At Sync Wealth Group, we invest in our knowledge so we can have a positive impact on your whole financial picture, so I hold the AAMS™ and CRPC™ designations. We provide highly personalized service. All aspects of our business are aligned to help us better understand and meet your unique goals and needs. Outside of work, I enjoy attending my children's baseball games, theatre plays, teaching guitar to my oldest and traveling. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base, including individual investors, pension plans, corporations, and charitable organizations. The firm offers a range of advisory and brokerage services supported by advanced asset-allocation and portfolio management tools.

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.

William Zickler is a financial advisor with Coastal Wealth Management, LP in Houston, TX. He holds a Series 65 designation and has 22 years of industry experience, all with Coastal Wealth Management since 2004. Coastal Wealth Management, LP is an independent registered investment adviser providing discretionary portfolio management to individuals, trusts, pension and profit-sharing plans, charitable organizations, and private investment funds. The firm emphasizes capital preservation through personalized investment supervision tailored to each client’s risk tolerance, tax situation, and time horizon, with portfolio decisions informed by estate, tax, real estate, and insurance considerations.

Mukul Khandelia is a financial advisor at Quantwealth Advisors LLC with two years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated and Bank of America, Merrill Lynch. He is also the managing member of Quantroll Capital LLC, a currently dormant entity. Quantwealth Advisors LLC provides discretionary and non-discretionary asset management primarily for high-net-worth individuals, using a combination of quantitative and traditional investment methods. The firm focuses on ongoing portfolio management with quarterly reviews and employs a broad range of strategies tailored to client goals and risk tolerance.

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.

Sanjay Gupta is a financial advisor at 584 North LLC in Sugarland, TX, holding a Series 65 designation with one year of industry experience. Before founding 584 North LLC in 2025, he worked at Shell for 11 years. 584 North LLC is an independent investment manager that offers discretionary investment advisory services focused on U.S.-listed equity securities. The firm serves both individual retail clients and qualified clients using a uniform long/short equity strategy based on technical analysis, momentum, and market timing.

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.

Neal Carlson is a financial advisor at Forthright Family Wealth Advisory LLC in Houston, TX, with 20 years of industry experience. He holds a Series 66 designation and has worked at Credit Suisse Securities and Wells Fargo Clearing prior to joining Forthright in 2019. Forthright Family Wealth Advisory LLC provides fee-only, discretionary investment management and comprehensive private wealth planning to individuals, families, foundations, and businesses. The firm generally serves clients with account minimums around $1 million and employs a blend of fundamental, technical, charting, and cyclical analysis to manage portfolios across multiple asset classes.

My name is Cameron Folse, and I am the founder of Folse Financial. I believe that professional financial advice should be simple and streamlined. Our focus is on flat fees, a modern digital experience, and fiduciary advice. After over 6 years in the financial services industry, I realized that the industry has a transparency problem. Many clients do not know how much they pay their advisor, either through insurance commissions or through investment management fees. Whether the fees are high, low, or just right, people should know exactly how much they are paying so they can be able to decide for themselves if what they are paying for is worth it. That is why Folse Financial is founded on flat, clear fees that are based on the complexity of your situation, not how much you decide to invest with us. I also pride myself on giving fiduciary advice. One thing many people don't know is that some advisors are not always fiduciaries. Some advisors wear several hats, and are only legally fiduciaries when making certain types of recommendations. With the CERTIFIED FINANCIAL PLANNER® certification, we are required to be fiduciaries at all times. In today's world, it's not enough to have transparent fees and give excellent advice. Clients also deserve a digital experience as well. We have set up systems to allow clients to view their entire financial picture in one place and allow them to track their progress towards their planning goals. The process of opening accounts and signing paperwork is entirely digitalized, saving hours of time for my clients and for myself. These are our 3 focuses for our business. Let us know if there's a way we can help you!

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.

Christopher Cook is a financial advisor at Bayou Bridge Capital Advisors, LLC in Houston, TX, holding a Series 65 designation with three years of industry experience. He has been with Bayou Bridge Capital Advisors since 2022 and has been involved with Bayou Bridge Capital LLC since 2016. Bayou Bridge Capital Advisors, LLC is an independent registered investment adviser providing discretionary portfolio management to individuals, high-net-worth clients, charitable organizations, and corporate entities. The firm employs a variety of analytical approaches and trading strategies across a broad range of investment types while managing accounts for both individual and institutional clients.

Yanira Alam is a Series 65-credentialed advisor affiliated with Aurevia Wealth Management LLC, based in Houston, TX. She has experience with Aurevia Legacy Partners LLC and other business ventures dating back to 2014. Aurevia Wealth Management is a newly established registered advisory firm that provides discretionary asset management services to individuals, high-net-worth clients, and business entities. The firm employs model-based portfolio management techniques and quantitative planning tools, offering services directly or through a co-advisor arrangement with Gradient Investments, LLC.

Anil Chacko is a CFP®-certified financial advisor with 23 years of industry experience, currently serving clients through ARK Alliance Financial LLC. His prior experience includes roles at Goodman Financial Corporation, TIAA/TIAA-CREF, Banc of America Investment Services, and Quick & Reilly. ARK Alliance Financial LLC provides investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, corporations, and charitable organizations. The firm focuses on an asset-allocation framework that incorporates diversification, rebalancing, and risk-aware strategies, and it offers specialized planning that includes charitable giving and tax-sensitive approaches.

Fahd Lakhani is the sole advisor at Quantact Capital Advisors LLC in Sugar Land, TX, holding Series 63 and Series 66 credentials with 13 years of industry experience. He has been with Quantact Capital Advisors since its founding in 2013. Quantact Capital Advisors LLC provides discretionary portfolio management and financial planning services primarily to individual and high-net-worth clients. The firm employs a value-oriented, risk-conscious investment approach with an emphasis on loss avoidance, using tactical asset allocation and technical analysis across various marketable securities.

Salim Nathani is a CFP®-designated financial advisor at Benzer Capital with 25 years of industry experience. He is also president of The Little Village School, an early childhood education organization. Nathani serves on several boards, including Bright Offerings, a nonprofit supporting early childhood education, and participates in advisory roles for startup and e-commerce ventures. Benzer Capital provides portfolio management, financial planning, and advisory consulting primarily to individual and high-net-worth clients, along with pension consulting for employee benefit plans. The firm employs a tailored investment approach that includes model portfolios, fundamental analysis, trading strategies, and private pooled investment vehicles.

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.

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.

Manishkumar Jain is a financial advisor at BluePrism Wealth Management LLC with four years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Merrill, Wells Fargo Clearing Services, J.P. Morgan Securities, and JPMorgan Chase Bank. He is also a licensed insurance agent offering insurance products in addition to his advisory role. BluePrism Wealth Management LLC is an independent advisory firm providing discretionary asset management and financial planning services to individuals, trusts, small businesses, and estates. The firm emphasizes asset allocation and Monte Carlo planning, managing client accounts on a discretionary basis with quarterly reviews and rebalancing.