Spencer Smith is a financial advisor at US Growth Partners, LLC with nine years of industry experience. He holds Series 66 and Series 65 designations and has worked at several firms, including Tremont Street Advisors, LLC and Respire Wealth Management, LLC. In addition to his advisory role, he provides business consulting on product development and growth strategies to Northstar Industries in Houston. US Growth Partners, LLC primarily serves individual and fiduciary clients as well as pooled and institutional portfolios, offering both discretionary and non-discretionary investment management and financial planning services. The firm employs a multi-method investment approach and manages a substantial portion of assets on a non-discretionary basis, with no account minimums.

Johnny Salinas Jr. is a financial advisor at Salinas Asset Management, LLC in Texas City, TX, with two years of industry experience. He holds a Series 65 designation and has worked previously at Equitable Advisors, LLC and the Texas State Securities Board. Outside of advisory services, he operates Financial Adviser Exam Tutors, LLC, where he provides tutoring during non-trading hours. Salinas Asset Management, LLC is an independent investment adviser serving individual and high-net-worth clients with a small portfolio base. The firm employs a diversified investment process that includes technical, fundamental, quantitative, and qualitative analysis, offering multiple model objectives and access to a range of higher-risk instruments and strategies.

Rachel Harris is a financial advisor at Harris Financial Consulting, PLLC with six years of industry experience. She holds Series 63 and Series 65 credentials and previously worked at Primerica Advisors and Primerica Financial Services. Outside of finance, she operated the Rachel Harris Music Studio for eight years. Harris Financial Consulting provides financial planning, portfolio advisement, retirement planning, philanthropic investment advice, financial document drafting, and educational seminars to retail and institutional clients. The firm follows a non-discretionary, fee-only approach based on Modern Portfolio Theory and behavioral finance, emphasizing diversified long-term strategies and client engagement.

Michael Goodrich is the sole advisor at Goodrich Financial Advisory LLC in Santa Fe, TX. He holds a Series 65 designation and has three years of industry experience. Prior to founding his firm in 2022, he served 15 years in the United States Air Force. Goodrich Financial Advisory provides portfolio management and financial planning services to individuals, including high-net-worth clients, as well as small- and medium-sized businesses and their owners. The firm employs a discretionary management approach based on client-specific Investment Policy Statements and combines fundamental, quantitative, and technical analysis in its investment process, while also offering business-focused financial planning and analysis services.

Glenn Cook is a financial advisor at Triumph Wealth Advisors, Inc. with 19 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with firms including World Equity Group and TCM Securities. Outside of his advisory role, Cook serves as a committee member and budget counselor for the People In Need benevolence committee at Clear Creek Community Church. Triumph Wealth Advisors provides non-discretionary asset management, financial planning, and consultation services to individuals, high net worth clients, and businesses, tailoring portfolios to clients’ financial conditions, objectives, and risk tolerances. The firm emphasizes client approval of transactions and utilizes a combination of equities, fixed income, mutual funds, and ETFs, while also maintaining solicitor relationships with outside managers.

I'm a fee-only, flat-fee financial planner who specializes in servicing retired couples and business owners. I live in League City, TX with my beautiful wife and daughter. I pride myself in the extensiveness of my financial plans, especially when it comes to tax planning. From beginning to end, I work with my clients to make sure that their path forward is crystal clear. I execute all action steps needed to put their roadmap into reality and help them avoid common mistakes and pitfalls along the way. My fees have always been and always will be flat. I receive no referral fees or kickbacks from professionals I may refer clients to, and charge no AUM fees.

William Ansell is a financial advisor at Tremont Street Advisors, LLC with 14 years of industry experience. He holds a Series 66 designation and has worked concurrently with Ham, Langston & Brezina LLP and American National Insurance Company for over a decade. Ansell also serves as a board member for two nonprofit foundations, the Abe and Peggy Levy Foundation and the Ed and Sally Futch Foundation. Tremont Street Advisors is a fee-based investment adviser serving individuals, high-net-worth clients, business owners, and retirement plans. The firm customizes portfolios based on client goals and risk tolerance, employing a mix of fundamental, technical, cyclical, and economic analysis alongside strategic asset allocation, and integrates closely with accounting and insurance activities through affiliated entities.

Thomas Rush is a financial advisor at Tremont Street Advisors, LLC with 14 years of industry experience. He holds a Series 66 designation and has worked at Ham, Langston & Brezina LLP as a CPA since 2015. Outside of his advisory role, he is involved in training and administration at Tremont Street Financial Group and holds insurance agency responsibilities within the affiliated Tremont Street Insurance Services. Tremont Street Advisors is a fee-based investment adviser serving individuals, high-net-worth clients, business owners, and retirement plans. The firm employs a combination of fundamental, technical, cyclical, and economic analysis in portfolio management and integrates its advisory services with accounting and insurance activities through affiliated entities.

Robert Challenger Jr. is a financial advisor with Tremont Street Advisors, LLC, holding a Series 66 designation and 16 years of industry experience. He has been with Tremont Street Advisors and its affiliated entities since 2014. Outside of his advisory role, he serves as a board member of Communities in Schools Bay Area, a nonprofit organization. Tremont Street Advisors is a fee-based investment adviser serving individuals, high-net-worth clients, business owners, and retirement plans. The firm offers discretionary and non-discretionary portfolio management, employing a blend of fundamental, technical, cyclical, and economic analysis, and integrates its advisory services closely with affiliated accounting and insurance activities.

Colton Cockerell is a financial advisor with LVZ, Inc., holding a Series 66 designation and bringing 10 years of industry experience. He has worked at NEXT Financial Group since 2015 and joined LVZ, Inc. in 2024. Outside of his advisory roles, he is involved in insurance-related activities including fixed annuities, life and health insurance, and long-term care sales. LVZ, Inc. serves individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and qualified retirement plans through a team of 17 advisors managing approximately $1.125 billion in assets. The firm offers diversified portfolio strategies primarily using ETFs and mutual funds, incorporates Biblically Responsible Investment options, and provides investment management, financial planning, and consulting services across multiple offices.

Timothy Sharer is a financial advisor with LVZ, Inc. and holds Series 63 and Series 66 licenses, with 33 years of industry experience. He has worked at Next Financial Group, INC since 2002 and joined LVZ, Inc. in 2024. Outside of his advisory roles, he owns the Sharer McKinley Group, which provides life insurance, long-term care, and annuity sales, and is also an author. LVZ, Inc. serves individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and qualified retirement plans, managing approximately $1.125 billion in assets across more than 2,400 client relationships. The firm employs a range of portfolio strategies primarily using ETFs, mutual funds, and other pooled vehicles, combining fundamental and technical analysis with oversight on AI use in its investment process.

Roy Piske is a financial advisor at WSA Affiliates, LLC with eight years of industry experience. He holds a Series 66 designation and previously worked at Woodbury Financial Services Inc. In addition to his financial advisory role, he has worked in ground operations for Southwest Airlines since 1981. WSA Affiliates, LLC provides advisory referral and financial planning services to individual and high-net-worth clients. The firm focuses on coordinating client needs with affiliated and unaffiliated advisors and offers financial plans on an hourly basis, without managing client assets directly.

Paul Brown is a financial advisor with Gradient Advisors, LLC, holding Series 63 and Series 65 licenses and nine years of industry experience. He is also the owner of Titan Tax Advisors, a tax preparation business in Webster, Texas, which provides tax services and hosts seminars and speaking engagements. His prior work includes roles at RMD Financial and Titan Tax Advisors. Gradient Advisors, LLC offers investment management, financial planning, and consulting services to a diverse client base including individuals, retirement plans, trusts, estates, charitable organizations, and corporations. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, employing a largely non-discretionary model backed by various analytical tools and affiliated relationships.

Jared Carlin is a financial advisor with Foundations Investment Advisors LLC, holding Series 65 and Series 66 licenses and eight years of industry experience. He previously worked at AE Wealth Management, LLC and Carlin Financial Group. Outside of his advisory work, he is involved in insurance sales and services through Carlin Financial Group. Foundations Investment Advisors, LLC provides financial planning and portfolio management to a diverse client base, utilizing a combination of fundamental, technical, and cyclical analysis alongside model portfolios and third-party sub-advisers.

Sally Witt is a CFP® and ChFC® with 32 years of experience in the financial services industry. She has been with BFC Planning, Inc. since 2013 and also works with Securities Management & Research, Inc. Outside of her advisory role, Witt serves as vice president of the Council of Business Women and is involved with nonprofit efforts addressing homelessness and mental health, including founding the Hunter Landon Witt Foundation. BFC Planning, Inc. serves a diverse client base including individuals, corporations, banks, and trusts through a network of approximately 200 investment adviser representatives. The firm provides financial planning, portfolio management, and access to various advisory platforms, with investment strategies typically involving stocks, bonds, mutual funds, and ETFs.

Matthew Carlin is a financial advisor with Foundations Investment Advisors LLC, holding Series 63 and Series 66 licenses and bringing 36 years of industry experience. He has worked at Foundations Investment Advisors since 2023 and previously held roles at AE Wealth Management, LLC, and Client One Securities, LLC. In addition to his financial advisory work, Carlin is a self-employed playwright. Foundations Investment Advisors provides financial planning and portfolio management services to a diverse client base, including individual, high-net-worth, and institutional clients. The firm uses a combination of fundamental, technical, and cyclical analysis along with model portfolios and asymmetric rebalancing to guide investment decisions.

Kevin Fuller is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 19 years of industry experience. His career includes roles at Waypoint Financial, Bank of America, N.A., and Merrill. Outside of his advisory work, he is co-owner and manager of Aimee Fuller Photography LLC. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and support services, including wealth management, retirement plan consulting, and access to proprietary and third-party investment solutions.

Elizabeth Kassen is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 66 credentials and 22 years of industry experience. Her prior roles include positions at Citigroup, Bank of America, Merrill, and several other financial firms. Outside of advising, she tutors individuals preparing for FINRA exams and participates as a brand ambassador promoting wine and spirits. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory programs, financial planning, and retirement plan consulting. The firm operates as both an SEC-registered adviser and FINRA-member broker-dealer, with a platform that includes third-party asset manager relationships and both discretionary and non-discretionary account options.

James Matthews is a Series 66-credentialed financial advisor with four years of industry experience. He is currently with Osaic Institutions, Inc., where he has worked since 2025. Prior to that, he held positions at Cetera, J.P. Morgan Securities, and Morgan Stanley. In addition to his advisory role, Matthews is a part owner of an automotive business and works as an insurance agent selling life, health, disability, and fixed annuities. Osaic Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating a hybrid adviser/broker-dealer model with a focus on both discretionary and non-discretionary accounts.

Gabriel Gulotta is a financial advisor with PNC Wealth Management in Galveston, TX, holding Series 63 and Series 65 registrations and bringing 21 years of industry experience. His prior roles include positions at BBVA Wealth Solutions, BBVA Securities, Compass Bank, and BBVA Compass Insurance Agency. He also worked with the International Longshoremen's Association for ten years. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary, invitation-only digital portfolio solution that uses algorithmic risk assessment and primarily invests in mutual funds and ETFs with annual rebalancing.