Spencer Smith is a financial advisor at US Growth Partners, LLC with 9 years of industry experience. He holds Series 65 and Series 66 registrations and has worked at firms including Tremont Street Advisors, LLC and Respire Wealth Management, LLC. In addition to his advisory role, he consults on product development and growth strategies for Northstar Industries in Houston. US Growth Partners, LLC primarily serves pooled and institutional portfolios while also providing asset management and financial planning to individual and fiduciary clients, employing a multi-method investment process and offering both discretionary and non-discretionary account arrangements.

Angela Johnson is a CFP® professional with 21 years of experience in the financial services industry. She has worked at Worthen Financial Advisors, Inc. since 2021 and previously spent 16 years with Farmers Financial Solutions and Farmers Insurance Group. Outside of her advisory role, she serves as president of Eva Marie Enterprises, LP, a commercial real estate company, and leads EB Worthen Group, Inc., a management company for insurance-affiliated agencies and office buildings. Worthen Financial Advisors serves individuals, trusts, small businesses, and participant-directed retirement plans with investment management and financial planning services. The firm emphasizes passive, evidence-based asset-class allocations implemented primarily with low-cost mutual funds, ETFs, and third-party model portfolios, offering both discretionary and non-discretionary portfolio management.

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.

Thomas Till is a financial advisor with APPS Wealth Management, Inc. in Friendswood, TX, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has been with APPS Wealth Management since 2017 and also owns Compass Tax Solutions, a local tax preparation business. Till has a background that includes roles at Investment Advisors, Life Planning Solutions, Inc., Proequities, Inc., and APPS Financial Group, Inc. APPS Wealth Management is an independent advisory firm that provides financial planning and investment advice primarily to individual clients. The firm refers clients to third-party money managers for portfolio management and custody, assisting with onboarding and monitoring without exercising discretionary trading authority.

Clayton Curley is a financial advisor at Ridgeback Financial LLC with nine years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones and New Benefits. Ridgeback Financial LLC is a single-advisor independent registered investment adviser that provides discretionary asset management, financial planning, and consulting to individuals, trusts, estates, business entities, and retirement plans. The firm offers tailored investment programs using multiple analysis methods and provides ERISA 3(21) pension consulting and participant education services.

Andre Norman is a financial advisor at Gravity Advisers LLC in Houston, TX, holding Series 63 and Series 66 licenses with approximately eight years of industry experience. His career includes roles at Opencash Finance, Inc., Tradier, Inc., Jellifin Financial, Inc., and Lockheed Martin. Outside of his advisory work, he is involved with Norman Hospitality Group LLC. Gravity Advisers LLC serves individual retail investors through an AI-assisted digital platform, gravity.markets, providing portfolio construction, managed portfolios, and a cash-investment service. The firm uses a rules-based engine for implementing and rebalancing client-approved mandates, with limited human interaction focused on operational support rather than individualized advice.

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.

Kevin Londergan is a financial advisor with BayRock Financial, L.L.C. He holds a Series 63 designation and has 23 years of industry experience. He is a partner in the CPA firm Bond, Snider, Glaw & Londergan, LLP, which focuses on income and estate tax planning, tax return preparation, asset protection, and general business advisory services for small business owners. He is also part owner of Oglesby & Londergan Financial Services, Inc., a firm now specializing in tax planning and small business advisory. BayRock Financial provides fee-only investment management and financial planning services to individuals, families, retirees, business owners, trusts, estates, and retirement plans. The firm constructs diversified, long-term portfolios tailored to each client’s circumstances and integrates financial planning into advisory relationships using various planning tools and subscription-based services.

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.

Michael Garcia is a financial advisor with ViaQuest Advisors LLC in Houston, TX, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior experience includes ten years at Arbor Point Advisors and Securities America Inc. He is also a licensed insurance agent. ViaQuest Advisors LLC provides portfolio management, investment analysis, and financial planning to individuals, high-net-worth clients, trusts, estates, corporations, and pension/retirement plans. The firm recently added pension consulting services and employs a varied investment approach combining fundamental, technical, cyclical, and economic analysis.

Sally Branson is a financial advisor with Texas Family Wealth, LLC, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. Her career includes 14 years at Raymond James Financial Services Advisors, Inc., and she has served in a political office for the City of Friendswood since 2017. Outside of her advisory work, she is involved in public service through her role with the City of Friendswood. Texas Family Wealth serves individuals, families, trusts, estates, small businesses, and retirement plans with customized wealth management, portfolio management, financial planning, and retirement plan advisory services. The firm employs a fiduciary, long-term investment approach using a combination of fundamental and technical analysis and sponsors a wrap fee program that incorporates trading costs into asset-based fees.

Henry Vail is a financial advisor at Sucré-Vail Wealth Advisors in Houston, TX, with 28 years of industry experience. He has held Series 63 and Series 65 licenses and has been with Sucré-Vail Wealth Advisors since 2006, following a prior career at Vail & Associates from 1991 to 2020. Sucré-Vail Wealth Advisors is a state-registered investment adviser serving individuals, family offices, trusts, estates, businesses, and retirement plans. The firm offers customized investment management, financial planning, consulting, and Personal CFO services, using fundamental analysis to build long-term portfolios composed of individual bonds, mutual funds, and ETFs, managed on a non-discretionary basis.

Michael Hibbetts is a CFP® and CFA® with six years of industry experience. He is currently with ViaQuest Advisors LLC and previously worked at Osaic Advisory Services, LLC and Arbor Point Advisors. Outside of his advisory work, Hibbetts serves as a boat captain at the Armand Bayou Nature Center and holds board and finance committee roles at the Bay Area Unitarian Universalist Church. ViaQuest Advisors LLC provides portfolio management, investment analysis, and financial planning services to individuals, high-net-worth clients, trusts, estates, corporations, and pension/retirement plans. The firm combines multiple investment methodologies with advisor judgment and recently expanded to offer pension consulting services at both the plan and participant levels.

Matthew Silvey is a financial advisor at Texas Family Wealth, LLC with a Series 65 credential and one year of industry experience. Prior to joining Texas Family Wealth, he worked at the YMCA and held various roles including positions at Sunny's Pizza and Wings and Clay & Company. Texas Family Wealth serves individuals, families, trusts, estates, small businesses, and retirement plans by providing customized wealth management, portfolio management, financial planning, and retirement plan advisory services. The firm employs a fiduciary, customized investment approach combining fundamental and technical analysis, typically focusing on long-term strategies and offering a distinctive wrap fee program that includes bundled transaction costs.

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.

Michael Mc Laughlin is a Series 66-licensed financial advisor at ANCAP Financial with one year of industry experience. He previously worked at Eagle Strategies, NYLIFE Securities, and Lochton Capital. ANCAP Financial provides fee-only financial planning and wealth management services primarily to individual and high-net-worth clients. The firm uses a passive, asset-class approach with mutual funds, ETFs, and outside managers, and also offers retirement plan consulting and advisory services.