Natalie Kassenyeva is the principal of Natalie M. Kassenyeva, an investment management firm based in Houston, TX. She holds the CFA® designation along with Series 63 and 65 licenses and has 20 years of industry experience, including roles at BW Energy, McDermott International, and BP NAGP. In addition to her advisory work, she teaches preparatory classes for the Chartered Financial Analyst exam at Rice University. Her firm provides investment consulting and financial planning services focused on mutual funds, pooled accounts, and third-party managers, serving individual retirement, trust, and estate accounts. The practice emphasizes manager selection and due diligence, with non-discretionary advice and quarterly account reviews.

Breion Rollins is a financial advisor at TRG Financial with six years of industry experience. He holds a Series 65 designation and previously worked at Multnomah Group and the University of Houston. Outside of advising, Rollins owns a content studio called Creators Guild HTX/The Hive Houston and is a member of The Pour Horsemen Podcast. TRG Financial serves individuals, families, small businesses, nonprofit organizations, and employer-sponsored retirement plans, offering financial planning, investment management, and ERISA retirement plan consulting. The firm’s approach focuses on diversification, cost- and tax-efficiency, long-term discipline, and employs low-cost ETFs and mutual funds supported by fundamental and technical analysis.

After nearly a decade in corporate finance in the energy industry, living through its highs and lows. I saw unique pay structures, pension choices, equity awards, and retirement packages make planning decisions far more intricate than most people realize. Five years ago, I set out to become an expert in retirement planning. I apprenticed with seasoned advisors, earned the CERTIFIED FINANCIAL PLANNER® certification, and added advanced credentials in retirement and tax planning to master the strategies that matter most. At Refined Wealth, every process, service, and conversation is built around helping professionals step into retirement with clarity, confidence, and a plan as specialized as their careers.

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.

Kurt Ours is a financial advisor at Virescent Financial LLC in Houston, TX, holding a Series 65 credential with over a decade of experience, including 11 years at Occidental Petroleum Corporation. He has been with Virescent Financial since 2025. Virescent Financial LLC provides investment management and financial planning services primarily to individual and high-net-worth clients, focusing on retirement, tax, estate, cash flow, and business planning. The firm uses a discretionary, asset allocation approach based on Modern Portfolio Theory and prefers passive investment vehicles such as index mutual funds and ETFs.

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.

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.

Andrew Nunnally is a financial advisor at Alpha-Tech Investments, LLC in Houston, TX, with five years of industry experience. He holds a Series 65 designation and has worked in roles at Arena Energy, Prescryptive Health, Marathon Oil, and DNC Technology. Outside of advising, he has worked as a sales analyst for Prescryptive Health, a digital health company focused on prescription intelligence platforms. Alpha-Tech Investments is a single-advisor independent firm providing discretionary asset management and portfolio supervision for individuals, corporations, and other entities. The firm employs a research-driven process combining fundamental analysis, technical methods, and modern portfolio theory, managing a diverse range of assets typically on a discretionary basis.

Sanjay Gupta is a financial advisor at 584 North LLC with a Series 65 designation and over a decade of experience, including a long tenure at Shell since 2015. He founded 584 North LLC in 2025 and currently serves as its sole advisor. 584 North LLC is a small investment manager specializing in discretionary management of U.S.-listed equity securities using a uniform long/short equity strategy based on technical analysis and market-timing. The firm serves both retail and qualified clients, implementing a consistent allocation and risk-management approach across separately managed accounts.

David Bass is a financial advisor at Decision Tree Advisor in Houston, TX, holding the ChFC® and Series 66 designations with 11 years of industry experience. He worked at Invesco for 20 years before joining Edward Jones briefly in 2021 and then founding Decision Tree Advisor in 2022. Decision Tree Advisor provides wealth management, investment management, and financial planning services to individuals, high-net-worth clients, and corporations. The firm focuses on asset allocation and modern portfolio theory, primarily using passive index funds while incorporating active management and ESG criteria when requested.

Stephanie Scherr is a CFP®-certified financial advisor with 39 years of industry experience. She is the principal of SM Scherr Financial LLC, an independent firm she has led since 2020, following a 21-year tenure at ProEquities, Inc. Outside of her advisory work, she serves as a trustee for family-related trusts and provides estate and financial planning services. SM Scherr Financial LLC offers comprehensive financial planning and investment management to individuals, high-net-worth clients, business owners, and select corporate and charitable organizations. The firm employs third-party money managers and asset allocation strategies, providing both discretionary and non-discretionary account management alongside written financial plans covering retirement, estate, tax, risk management, and business succession.

Jonathan Kolmetz is a CFP® with 21 years of industry experience, currently serving as the sole advisor at Oaks Wealth Management in Houston, TX. His prior roles include positions at LPL Financial LLC and Strategic Financial Concepts, LLC. Outside of his advisory work, he is a financial therapist and counselor with Alaphia Financial Wellness and Oaks Counseling Associates, respectively. Oaks Wealth Management provides tailored investment management and comprehensive financial planning to individual and high-net-worth clients, as well as charitable organizations. The firm employs a primarily passive investment approach using diversified portfolios of index mutual funds and ETFs, supported by individualized plans and regular reviews.

Orie Helaire is a financial advisor at Epiphany Wealth Management in Houston, TX, with 11 years of industry experience. He holds the ChFC®, PFS™, and Series 65 designations. In addition to his advisory role, he is an accountant and occasionally offers accounting-related advice and services to clients. Epiphany Wealth Management provides investment advisory and financial planning services to individuals, high-net-worth clients, small businesses, and charitable organizations. The firm emphasizes tailored portfolio management based on documented investment policies, combining fundamental and quantitative analysis with active monitoring.

Pratik Shah is a CFA® charterholder and holds a Series 65 license with 11 years of industry experience. He has been with Amijag Investment Managers LLC since 2012 and is also involved as a business research analyst and director at related entities Amijag Inc. and Amijag USA Inc. Amijag Investment Managers LLC provides discretionary and non-discretionary investment supervisory services primarily to institutional and business clients, including hedge funds, corporations, retirement plans, foundations, and endowments. The firm also offers financial planning, bookkeeping, and tax advisory services to individuals and families, managing a private hedge fund and employing active portfolio management with model strategies and alternative investment allocations.

Neal Carlson is a financial advisor at Forthright Family Wealth Advisory LLC in Houston, TX, with 19 years of industry experience. He holds the Series 66 designation and previously worked at Wells Fargo Clearing Services, LLC and Wells Fargo Advisors. Forthright Family Wealth Advisory provides fee-only, discretionary investment management and comprehensive financial planning to individuals, families, and institutional clients. The firm uses an IPS-driven, continuously monitored investment process that incorporates diverse analytical methods and tailored asset allocation, managing over $200 million in discretionary assets with a small advisory team.

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.

Shelley Hawkins is a CFP® with 26 years of industry experience and has been the sole advisor at Four Seasons Investment Management, Inc. since 1998. She also serves as vice president of Equitable Solutions, Inc., a firm providing hourly divorce planning services. Four Seasons Investment Management offers discretionary investment management through an all-inclusive wrap fee program, managing approximately $26.7 million for about 36 clients as of December 2025. The firm employs an actively managed, diversified approach across multiple asset classes and conducts quarterly reviews to adjust portfolios within client-defined objectives and risk profiles.

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.

Julius Mathias Jr. is the sole advisor at Simba Investment Advisors in Houston, TX, holding a Series 65 license with 12 years of industry experience. He has operated Simba Investment Advisors since 2013 and has worked at Met Life and USA Asset Group since 2009 and 2007, respectively. Simba Investment Advisors provides portfolio management to institutional investors, high-net-worth individuals, small businesses, foundations, and pension plans, offering customized, buy-and-hold investment strategies based on fundamental and technical analysis. The firm also offers pension consulting and basic financial planning, delivering services on a non-discretionary basis with annual account reviews and tax-related reporting.