Terrance Elder is a CFP® professional with 22 years of industry experience, currently affiliated with Optivise Advisory Services LLC. He has worked at Texas First Wealth Management, LLC since 2007 and has been involved with Cash Flow Planners since 2002, where he serves as president and dedicates significant time to selling fixed annuities and life insurance. Optivise Advisory Services provides portfolio management and financial planning to a diverse client base including individuals, retirement plans, trusts, and charitable organizations. The firm employs both internally developed models and third-party sub-advisors, offering discretionary and non-discretionary solutions supported by advanced technology and reporting tools.

Stephanie Doyle is the principal of Stephanie E. Doyle Investment Management in Kingwood, TX, and holds a Series 63 designation. She has 14 years of industry experience and has led her independent firm since 2005. Her firm provides discretionary investment management and planning primarily for individual and prospective high-net-worth clients, managing approximately $7 million across about 20 relationships. The investment approach emphasizes strategic asset allocation using mutual funds and ETFs, with a focus on fundamental analysis and intermediate to long-term holdings. The firm also offers operational services such as managing held-away retirement and HSA accounts with tax-efficient strategies and hosts educational seminars alongside regular client meetings.

Jennifer Aguirre is a financial advisor at Silverstone Private Wealth with nine years of industry experience. She holds a Series 66 designation and has previously worked at firms including Merrill Lynch, Morgan Stanley, and Navy Federal Investment Services. Aguirre is also a licensed insurance agent. Silverstone Private Wealth provides discretionary and non-discretionary portfolio management and financial planning to individuals and high-net-worth clients. The firm focuses on customized investment programs aligned with client goals and risk tolerance, offering both long- and short-term strategies with regular account reviews.

Juanita Finley is a financial advisor at Texas Capital Management with nine years of industry experience. She holds a Series 65 designation and has been affiliated with Clemmons Wealth Management LLC dba Texas Capital Management since 1997. Texas Capital Management provides discretionary investment management services to individuals, retirement plans, trusts, estates, and charitable organizations. The firm manages approximately $53 million in assets across about 200 client relationships, offering customized portfolios through separately managed accounts or strategic asset allocation with a tactical overlay.

Kelvin York Jr. is a financial advisor with Goldenstate Wealth Management in Humble, TX. He holds the Series 65 designation and has one year of industry experience. Prior to his advisory role, he has worked at Shell Oil Company since 2014. Goldenstate Wealth Management is an independent firm serving individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm employs a disciplined investment approach based on security selection, asset allocation, and risk-managed portfolio construction using individual stocks, ETFs, mutual funds, fixed income, and cash equivalents.

I am a CERTIFIED FINANCIAL PLANNER™ professional who helps pre‑retirees gain the clarity and confidence they need to step into (early) retirement with purpose. Through my firm, A Small Investment, I guide clients in organizing their finances, planning sustainable retirement income, and making values based decisions that support both their lifestyle and legacy. With more than 15 years of experience, I am known for simplifying complex financial topics so clients can make informed choices without feeling overwhelmed. My commitment to unbiased, stewardship, and focused guidance began after witnessing the impact of conflicted advice early in my financial life. A turning point that shaped my belief that people deserve transparent, trustworthy planning. Today, I serve as a steady guide for those preparing for retirement or exploring work optional living. My mission is to help you do that on purpose, with peace of mind and financial clarity that supports the life and legacy you are building.

Matthew Russell is a CFP® professional with 15 years of experience in financial planning and wealth management. He has been the sole advisor at MTR Financial Services, LLC since 2009. MTR Financial Services is an independent, fee-only firm serving individuals, trusts, estates, and charitable organizations. The firm offers ongoing portfolio management and hourly financial planning without account minimums, focusing on a range of topics including retirement, tax, insurance, college planning, and debt strategies.

David Barsalou is a financial advisor at LCM Financial with a Series 65 credential and one year of industry experience. He is managing attorney and owner of a law firm and a tax preparation business, both established in 2013, where he provides legal services and tax filing for individuals and businesses. Barsalou has worked at Silverstone Private Wealth, LLC and Lewis Caldwell Mitchell, Inc. Lewis Caldwell Mitchell, Inc. is a registered investment adviser formed in 2024 that offers financial planning, non-discretionary portfolio advice, and pension consulting to plan sponsors and individuals. The firm provides tailored advice and ongoing monitoring without discretionary trading, and it discloses affiliations with legal and tax practices as part of its operating model.

Gerald Whitfill is the principal of Whitfill Investment Management, LLC, with 29 years of industry experience. He holds a Series 63 designation and has operated his independent advisory firm since 2003. In addition to his advisory work, Whitfill is a certified public accountant and president of Gerald Whitfill P.C., where he provides income tax consulting and preparation. Whitfill Investment Management serves primarily individual clients by offering portfolio construction, asset management, and financial planning services. The firm uses asset-allocation strategies tailored to client objectives and incorporates tax considerations through its affiliation with Whitfill’s CPA practice.

Marcus Jasso is a financial advisor at Overlook Park Wealth, LLC with 25 years of industry experience. He holds a Series 66 designation and has worked at firms including Sovereign Wealth Advisors, LLC and LPL Financial, LLC. Outside of his advisory role, he owns and manages Humble Anointing Oil Company, a religious gift and novelty business, and serves as president of the Humble Middle School Parent Teacher Organization. Overlook Park Wealth, LLC provides discretionary asset management and financial planning services to individuals and corporations, employing a mix of long- and short-term strategies supported by third-party due diligence. The firm offers tailored investment programs, quarterly portfolio reviews, and multiple model portfolios, with a notable affiliated insurance practice incorporated into its service offerings.

Eric Johnson is a CFP® with nine years of industry experience, currently serving as a financial advisor at Roth Financial Partners LLC since 2017. His prior experience includes four years at KPMG LLP and several years with Raymond James Financial Services. Roth Financial Partners provides discretionary investment advisory services and financial planning to individuals, including high-net-worth clients, as well as business entities, trusts, estates, and state and municipal government clients. The firm focuses on customized portfolio management using a range of asset classes and accesses independent managers primarily through the Raymond James Consulting Services wrap program.

Timothy Fleming is a financial advisor at Endurance Financial Planning, LLC with six years of industry experience. He holds a Series 65 designation and has worked at Endurance Financial Planning since 2019. Concurrently, he has been involved with the College Park Church of Christ since 2010. Endurance Financial Planning serves individual clients, including high-net-worth households, pension and profit-sharing plans, charities, and businesses. The firm employs a primarily passive investment strategy using index mutual funds and ETFs to build tax-efficient portfolios tailored to each client's financial situation and risk tolerance.

James Roth is a CFP® and holds a Series 66 license, with 12 years of experience in the financial advisory industry. He is the principal advisor at Roth Financial Partners LLC, where he has worked since 2020, following seven years at Raymond James Financial Services Advisors. Roth Financial Partners LLC provides discretionary investment advisory services and standalone financial planning to individuals, business entities, trusts, and estates. The firm focuses on portfolio management for individual and high-net-worth clients, utilizing fundamental and technical analysis to implement diverse investment strategies across multiple asset classes.

Peter Roth is a CFP® with 42 years of experience in the financial industry. He is the principal at Roth Financial Partners LLC, where he has worked since 2020. Prior to that, he held advisory roles at Raymond James Financial Services Advisors and related entities from 2010 to 2020. Roth Financial Partners LLC provides discretionary investment advisory services and standalone financial planning to individuals, business entities, trusts, and estates. The firm focuses on portfolio management for individual and high-net-worth clients, employing fundamental and technical analysis across various asset classes and utilizing independent managers and wrap programs.

Mark Manber is a financial advisor with Investment Research Corp who holds Series 63 and Series 65 licenses and has 40 years of industry experience. He has worked at Investment Research Corp since 2017 and concurrently at World Capital Brokerage, Inc. since 2007. Outside of his advisory role, Manber is a self-employed tax professional during tax season and also works as a customer service representative for United Air Lines. Investment Research Corp provides investment supervisory services, portfolio management, and financial planning to individuals, including high-net-worth clients, as well as institutional clients such as pension plans and charitable organizations. The firm employs a fundamental approach to security analysis and offers a broad range of investment products with both discretionary and non-discretionary management options.

Alexander Liepman is a financial advisor with Kingwood Investment Group, holding a Series 66 designation and eight years of industry experience. His career includes roles at Next Financial Group, Inc. and Brooks Brothers. Kingwood Investment Group is a five-advisor SEC-registered team serving individual and high-net-worth clients. The firm manages discretionary portfolios and financial plans tailored to client goals and risk tolerance, using a mix of asset allocation, technical analysis, and trading strategies, with quarterly account reviews.

Terri Canterbury is a financial advisor with Kingwood Investment Group in Galveston, TX, holding a Series 66 designation and 26 years of industry experience. Her prior roles include positions at NEXT Financial Group, Cetera Advisor Networks LLC, and Alegent Health Care Systems. In addition to her advisory work, she operates Gulf View Insurance Solutions as an insurance agent and provides healthcare navigation consulting. Kingwood Investment Group serves individual and high-net-worth clients with discretionary portfolio management and financial planning, tailoring investment strategies to client objectives and risk tolerance. The firm employs a small team approach, managing approximately $120 million in discretionary assets and offering both direct management and third-party sub-advisor services.

Gary Alden is a financial advisor at Kingwood Investment Group with 31 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at NEXT Financial Group for 18 years before joining Kingwood Investment Group in 2024. Kingwood Investment Group serves individual and high-net-worth clients by providing discretionary portfolio management and financial planning services without imposing a minimum account size. The firm tailors investment strategies to client objectives and risk tolerance, employing a mix of asset allocation, technical analysis, and both long- and short-term approaches.

Manuel Malvaez is a financial advisor with Camden Wealth Advisors LLC, holding Series 63 and Series 65 licenses and with 28 years of industry experience. He has worked at Camden Wealth Advisors since 2014 and is also involved in business consulting through Accesum Global Services and Accesum Consulting Services, focusing on market and business development in Mexico and Latin America. Additionally, he consults for several real estate companies. Camden Wealth Advisors provides investment management, financial planning, family office services, and pension consulting primarily to high-net-worth individuals and institutions. The firm offers customized portfolio strategies, including discretionary and non-discretionary management, and coordinates advanced planning services through affiliated entities.

Conor Mullens is a financial advisor at Kingwood Investment Group with a Series 65 license and one year of industry experience. Prior to joining Kingwood Investment Group, he worked for Bruker Scientific LLC for ten years. Kingwood Investment Group serves individual and high-net-worth clients with discretionary portfolio management and financial planning services, offering tailored investment recommendations and managing approximately $120 million in assets under management.