Brian Campbell is a Wealth Management Advisor with Merrill Lynch Wealth Management, bringing experience since 1983. He provides clients with individually tailored investment and risk management strategies, leveraging comprehensive services across Consumer Banking, Wealth Management & Trust Services, Global Banking, and Global Markets. Brian's expertise includes family wealth management, personal retirement planning, and special needs planning, supported by access to specialized teams for wealth structuring, trust and estate planning, philanthropy, business succession, and specialty asset management. Brian holds Series 3, 5, 7, 8, 15, 31, 63, and 65 FINRA registrations and the Chartered Retirement Planning Counselor™ (CRPC™) designation. He is a qualified Senior Portfolio Advisor in Merrill Lynch’s Investment Advisory Program and completed the Merrill Lynch Longevity Training Program at the University of Southern California Davis School of Gerontology. A graduate of St. Francis College and a former United States Marine Corps Officer, Brian combines his education and military experience to deliver disciplined, math-based investment processes. Active in community and professional organizations, Brian supports the Marine Corps-Law Enforcement Foundation, the Disability Advocacy Network, the Military Support Assistance Group of Bank of America, and is a member of The Army Navy Club in Washington D.C. and the Order of Malta, USA. Outside of work, he enjoys boxing, gardening, and spending time with his family.

Debra Hartsfield is the sole advisor at DPH Financial, an independent firm based in Pearland, TX. She holds the ChFC® designation and has 21 years of industry experience, having founded DPH Financial LLC in 1998. In addition to her advisory role, she is licensed to sell life and health insurance in Texas. DPH Financial serves individuals, professionals, small business owners, and charitable organizations, focusing on clients with beginning incomes around $65,000 (single) or $130,000 (couple) and those aged 35–72. The firm provides comprehensive financial planning, investment advisory services, and financial education, emphasizing a primarily passive investment approach with low-cost, goal-oriented strategies and discretionary portfolio management.

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!

John Harris is the president and sole advisor of Fundamental Advisors, Inc. in Houston, TX, holding Series 63 and Series 65 licenses with 25 years of industry experience. He has led Fundamental Advisors since 2002. Fundamental Advisors, Inc. is a state-registered independent investment adviser serving individuals, high-net-worth clients, and institutional plan sponsors. The firm focuses on portfolio management, financial planning, and pension consulting, emphasizing written investment policies, asset allocation, and client education, particularly in pension plan services.

Heriberto Chinea is a financial advisor at Eightone Capital LLC with four years of industry experience. He holds a Series 65 designation and serves as CEO of iACT Holdings LLC, a real estate investment company. His prior experience includes roles at Parsons Corporation, FS Group Architects, and public schools in Pearland, TX. Eightone Capital LLC provides investment management and comprehensive financial planning to individuals, families, pension and profit-sharing plans, corporations, and charitable organizations. The firm primarily uses a passive, asset-class-driven investment approach with ETFs and index funds, and offers retirement plan consulting and educational seminars.

Spencer Smith is a financial advisor at US Growth Partners, LLC with eight years of industry experience. He holds Series 65 and Series 66 licenses and has worked at Tremont Street Advisors, LLC and Respire Wealth Management, LLC. Outside of his advisory role, he provides business consulting services to Northstar Industries in Houston, focusing on product development and growth strategies. US Growth Partners, LLC serves pooled and institutional portfolios as well as individual and fiduciary clients, offering both discretionary and non-discretionary account management. The firm employs multiple analysis methods to align investment allocations with client objectives and manages a substantial portion of assets on a non-discretionary basis, which is less common in its category.

Angela Johnson is a CFP® with 20 years of industry experience, currently serving as the sole advisor at Worthen Financial Advisors, Inc. She previously worked for Farmers Financial Solutions and Farmers Insurance Group from 2005 to 2021. Outside of her advisory role, Johnson is president of several closely held businesses, including a commercial real estate enterprise and management companies affiliated with insurance agencies. Worthen Financial Advisors provides investment management, subscription-based financial planning, and retirement-plan advisory services for individuals, high-net-worth clients, trusts, small businesses, and qualified retirement plans. The firm employs a long-term, evidence-based approach using diversified portfolios primarily composed of mutual funds, ETFs, and fixed-income allocations, and offers a distinctive advisor-access digital membership for ongoing planning support.

Steven Newmyer is the principal of Newmyer Wealth Management in Houston, TX, with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has managed his own firm since 2005. In addition to his advisory work, Newmyer is involved in mortgage banking through Victorian Finance, LLC, where he provides residential mortgage loans. Newmyer Wealth Management offers discretionary and non-discretionary investment supervisory services and comprehensive financial planning to individuals, families, and various institutional clients. The firm employs a combination of charting, fundamental and technical analysis, and cyclical trend analysis to construct active portfolios tailored to client objectives, and it conducts regular account reviews to maintain alignment with client goals.

Samuel Murray is a CFA® charterholder based in Houston, TX, with 19 years of industry experience. He has been leading Murray Investment Management, LLC since 2008. Outside of his advisory work, he serves as a trustee on the board of the Presbyterian School. Murray Investment Management advises individuals, high-net-worth clients, and business entities, providing discretionary investment supervisory services and financial planning. The firm constructs written Investment Policy Statements tailored to each client’s goals and employs a blend of charting, fundamental, technical, and cyclical analysis, including the use of derivatives and options strategies, managing client assets entirely in-house.

Rhett Carter is a CFA® charterholder and holds a Series 66 license with 11 years of industry experience. He has worked at Heights Investment Partners, LLC since 2016 and previously at Vaughan Nelson from 2013 to 2016. Carter serves as a board member advising on asset allocation for the Christian Community Service Center in Houston. Heights Investment Partners provides discretionary asset management and tailored portfolio services to individuals, high-net-worth clients, trusts, estates, corporations, and small businesses. The firm employs a fundamental analysis-driven investment process centered on a single model portfolio strategy with low turnover and a long-term compounding approach.

David Hoctor is a CFP®-certified financial advisor with 24 years of industry experience. He has led Hootor Financial Group, LLC since 2006 in Houston, TX. Hoctor holds Series 63 and Series 65 licenses and focuses on serving individual clients and families. Hootor Financial Group provides discretionary investment management and comprehensive financial planning, advising trusts, estates, and business entities. The firm employs fundamental security analysis with both long- and short-term strategies across various instruments and maintains a boutique client roster of about twenty families.

Douglas Malone is a financial advisor with OverFlow Financial LLC, holding Series 65 and Series 66 licenses and 14 years of industry experience. His prior experience includes roles at Mass Mutual and MML Investors Services Inc. He also has a current affiliation with FEMA. OverFlow Financial LLC provides portfolio management and financial planning services to individual clients, focusing on a long-term investment approach guided by written Investment Policy Statements. The firm emphasizes fundamental analysis and acts as a fiduciary for retirement accounts, offering recommendations primarily in mutual funds, fixed income securities, equities, ETFs, Treasury inflation-protected securities, and insurance products.

Ryan Firth is a CFP® and PFS™ credentialed financial advisor with seven years of industry experience. He is the owner of Mercer Street Personal Financial Services and also serves as a financial planner and investment adviser representative at Integrity Financial Planning. His work history includes roles at Sirius Solutions and SMART Group Houston. Mercer Street Personal Financial Services provides financial planning and investment advisory services to individuals, high-net-worth clients, trusts, estates, business entities, charitable organizations, and retirement plans. The firm develops tailored, balanced, and tax-efficient portfolios using mutual funds and ETFs, working with client-chosen custodians, and employs an hourly billing model with prepaid consults and project work.

Jesus Marquez is a CFP® with 10 years of industry experience and is the sole advisor at EZ Financial Group Inc. in Pearland, TX. He has been with EZ Financial Group since 2015 and also maintains a separate tax practice as an Enrolled Agent preparing and filing returns for individuals and businesses. EZ Financial Group provides ongoing asset management and modular financial planning for individuals, trusts, estates, corporate retirement plans, and small businesses. The firm typically manages both discretionary and non-discretionary accounts using a passive portfolio construction approach with index mutual funds and ETFs, complemented by fundamental, technical, cyclical, and charting analyses.

Rachel Harris is the sole advisor at Harris Financial Consulting, PLLC, an independent firm based in Alvin, TX. She holds Series 63 and Series 65 licenses and has five years of industry experience, including prior roles at PFS Investments Inc. and Primerica Financial Services. Before her financial career, she operated 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 both retail and institutional clients. The firm employs a long-term, diversified investment approach based on Modern Portfolio Theory and behavioral finance, focusing on client-directed, non-discretionary recommendations.

John Gerdes is the principal of Gerdes Energy Research LLC, an independent firm based in Houston, TX. He holds Series 63 and Series 65 licenses and has 27 years of experience in the financial industry. His prior roles include positions at Mkm Partners LLC and the KLR Group, LLC. Gerdes Energy Research LLC provides subscription research and advisory publications focused on the economics of U.S. energy producers and integrated energy companies. The firm uses a data-centric, full-cycle approach combining fundamental and technical analysis to deliver market outlooks and research to institutional investors and corporate executives.

Jason Leder is a CFA® charterholder and holds a Series 63 license, with 23 years of industry experience. He has been the sole advisor at Leder Fiduciary Capital LLC since 2016. Leder Fiduciary Capital LLC is an independent registered investment adviser serving individuals and institutional clients such as charitable organizations, foundations, trusts, corporations, and employer retirement plans. The firm manages discretionary and non-discretionary portfolios, focusing on personalized asset allocations with an emphasis on low-cost, tax-efficient investments, including passive/index funds and ETFs.

Cesar Delacerda is a financial advisor at Envisionvest in Houston, TX, holding Series 63 and Series 65 licenses with 12 years of industry experience. He has worked at Envisionvest since 2017 and previously at Next Financial Group Inc from 2014 to 2017. In addition to his advisory role, he is involved with My Benefit Pro, where he markets and sells insurance products including fixed annuities and life and health insurance. Envisionvest is an independent advisory firm serving individuals, businesses, trusts, high-net-worth clients, and employer-sponsored retirement plans through a hybrid internet and in-person model. The firm offers portfolio management, financial planning, fiduciary consulting, and educational workshops, utilizing a traditional asset allocation approach with flexibility in implementation and regular portfolio monitoring.

Amol Desai is a CFA® charterholder and holds a Series 65 license with six years of industry experience. He is the principal advisor at Perceptive Wealth Advisors LLC, where he has worked since 2019, and previously worked with K Carpenter Associates Inc. He also serves as a consultant for K Carpenter Associates, dedicating up to 15% of his time to this role. Perceptive Wealth Advisors LLC is an independent, fee-only investment adviser serving individual and high-net-worth clients. The firm offers portfolio management and comprehensive financial planning, emphasizing passive portfolio construction with index funds and ETFs, supplemented by fundamental and technical analysis, as well as educational seminars presented as general financial education.

Frederick Hanish is a financial advisor at Old Drake, LLC with 36 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Mercer Global Advisors Inc. and Republic Wealth Advisors, LLC. In addition to his advisory work, he is involved with Midwest Land Group, LLC, a farmland business where he serves as a land agent. Old Drake, LLC provides consulting and referral services to individual clients, focusing on macro consulting, DIY portfolio coaching, and land acquisition guidance. The firm offers market analysis and portfolio advice without managing client assets directly, emphasizing income-producing portfolios and land-based investment strategies.