Benjamin Simiskey is a CFP® with 18 years of industry experience and serves as the sole advisor at Lakes Wealth Advisory, LLC. He previously worked at Cornelius, Stegent & Price, LLP and Stegent Equity Advisors Inc., and has been an adjunct instructor at Rice University since 2017. Lakes Wealth Advisory provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, nonprofit organizations, and corporations. The firm employs a long-term investment approach using mutual funds, ETFs, individual stocks and bonds, and offers customized solutions with ongoing portfolio monitoring and oversight.

Jose Manstretta Cardozo is a CFA® charterholder and financial advisor with four years of industry experience. He has worked at Open Wealth Management LLC since 2021 and previously held roles at Proman US and Royal Dutch Shell. Open Wealth Management LLC is a Texas-registered independent advisory firm serving individuals and families, including senior corporate executives and owners of closely held businesses. The firm employs a long-term, asset-allocation driven investment approach, managing portfolios that include mutual funds, ETFs, ETNs, and individual securities, primarily on a discretionary basis.

David Lee is a financial advisor with NET Financial, holding Series 63, 65, and 66 credentials and 26 years of industry experience. His career includes roles at Morgan Stanley and Wells Fargo Clearing, among others. Outside of investment advisory, he is president of All-Star Franchise Development, a franchise consulting company. NET Financial is an SEC-registered investment adviser providing discretionary portfolio management and investment policy statements for individuals, high-net-worth clients, corporations, and institutional-type investments. The firm employs a multi-method investment approach emphasizing long-term trading aligned with client-specific risk tolerances and offers access to a broad range of investment instruments.

James Bishop is the sole advisor at Dark Horse LLC, an independent firm based in Katy, TX. He holds a Series 65 designation and has 14 years of industry experience, having led Dark Horse LLC since 2011. Dark Horse LLC provides discretionary investment management and tailored financial consulting primarily to individual and high-net-worth clients. The firm focuses on customized, long-term portfolios emphasizing exchange-listed equities, using a combination of fundamental and technical analysis while generally avoiding high-risk strategies.

Satyanarayana Ayyalasomayajula is a financial advisor at FlexHedz Group LLC in Katy, TX, holding a Series 65 designation with one year of industry experience. His prior work includes roles at Valassis Digital Corp and US Bank National Association. FlexHedz Group LLC provides discretionary portfolio management and educational workshops for individuals, high-net-worth clients, corporations, and business entities. The firm uses a combination of fundamental and quantitative analysis alongside options trading within a long/short investment approach, managing portfolios under discretionary authority with consistent trade allocation and regular custodial reporting.

Emad Samman is a financial advisor with Sunlight Investments in Katy, TX, holding a Series 65 designation and seven years of industry experience. He has worked at Hewlett Packard Enterprise and Micro Focus prior to founding Sunlight Investments in 2017. Sunlight Investments is a single-advisor independent firm that provides discretionary portfolio management for individual and small business clients. The firm focuses on managing U.S.-listed equity portfolios through limited trading authorization, emphasizing a concentrated selection of 20–40 equities chosen for financial stability and industry position.

Michael Marin is the principal advisor at Marin Financial Group in Katy, Texas, holding Series 63 and Series 65 licenses with 26 years of industry experience. He previously worked at Commonwealth Financial Network for 12 years before founding his independent firm in 2018. Marin took a brief retirement from 2017 to 2018 prior to establishing Marin Financial Group. Marin Financial Group is a small independent registered investment adviser serving individuals, families, small businesses, trusts, and retirement plans. The firm offers financial planning, discretionary portfolio management, and asset allocation using a model-based platform, focusing on individualized client relationships and portfolio oversight.

Siddharth Mehta is a financial advisor at Wisdom Oak Fund Management LLC with six years of industry experience. He holds a Series 66 designation and has worked at firms including NEXT Financial Group, Bank of America, Merrill Lynch, and Morgan Stanley. Wisdom Oak Fund Management LLC provides discretionary portfolio management and consulting services to individual investors, corporations, and other business entities. The firm employs an opportunistic, active investment approach focused on absolute return and a higher Sharpe ratio, utilizing a flexible strategy across various asset classes and markets.

Joseph Motley is a financial advisor with MVM Advisors, LLC in Katy, Texas, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has worked at MVM Advisors since 2009 and also founded Adrian International LLC, an employee benefits consulting firm specializing in health care and insurance. In addition to investment advisory services, he provides business consulting through MVM Advisors. MVM Advisors, LLC serves a diverse client base including individuals, businesses, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs a fundamental, third-party fund selection approach focused on diversification and risk management, offering portfolio management, pension consulting, and financial planning services.

Lanny Barbee is a CFA charterholder with 22 years of industry experience and is the sole advisor at Meridian Investment Management, Inc. He has worked at Meridian since 2003 and previously spent 16 years at Global Jar Services, LLC. In addition to his advisory role, he operates a tax preparation business as a CPA. Meridian Investment Management provides discretionary and non-discretionary investment advice and portfolio management for individuals, high-net-worth clients, trusts, and other entities. The firm uses a fundamental analysis approach combining Growth at a Reasonable Price and Deep Value strategies, with technical tools to adjust cash levels, and offers multiple account styles tailored to different investment goals.

Robin Giles is a CFP® professional with 18 years of experience in financial advising. He is the sole advisor at Apex Wealth Management, LLC and has been with Sage Wealth Management, LLC since 2011. Based in Katy, TX, Giles focuses on providing personalized financial planning and investment management services. Apex Wealth Management serves individual clients, including high-net-worth individuals, through ongoing portfolio management and fee-based planning. The firm emphasizes comprehensive retainer relationships and constructs client-specific Investment Policy Statements, offering both discretionary and non-discretionary management with regular monitoring and rebalancing aligned to client objectives.

Robert Simpton is a CFP® professional with 23 years of industry experience, currently serving at Redfish Capital. His prior roles include positions at SCF Securities, SCF Investment Advisors, and WFG Advisors, alongside operating as a sole proprietor for over two decades. In addition to his advisory work, he acts as a notary public in Cypress, TX. Redfish Capital provides discretionary asset management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, and business entities. The firm employs a range of analytical methods and manages accounts with full discretionary authority, often incorporating sub-advisors and offering ERISA 3(21) fiduciary support.

Laura Brown is a financial advisor at Addington Financial Group LLC with four years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Fidelity Investments Institutional Services Company, Inc. for 24 years before joining Addington Financial Group in 2021. Addington Financial Group provides discretionary and non-discretionary managed account services to individual and high-net-worth clients, integrating financial planning with portfolio management. The firm emphasizes strategic asset allocation, quantitative risk measures, and a blend of active and passive investment strategies, managing nearly $300 million with a focus on personalized wealth management.

Lucas Drumond is a financial advisor at Drumond Wealth Management in Katy, TX, holding a Series 65 designation with one year of industry experience. Prior to joining the firm, he was a full-time student for nine years. Drumond Wealth Management provides fee-based investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a tactical allocation approach using fundamental, technical, and cyclical analysis across a variety of instruments and operates a wrap fee program that includes advisory fees and execution services through Charles Schwab.

Micah Mills is a financial advisor at CRIS Capital, Ltd. in Katy, TX, holding a Series 65 designation with one year of industry experience. Prior to joining CRIS Capital, he worked in various roles including at Chick-fil-A and SGS. CRIS Capital, Ltd. serves individual clients by providing ongoing portfolio management and developing personalized Investment Policy Statements that outline goals, time horizons, and risk tolerances. The firm employs fundamental analysis and modern portfolio theory with a long-term trading focus, delegating daily trade execution to a third-party subadvisor while maintaining discretionary oversight.

Robert Schlangen is a financial advisor with Park Walk Investments LLC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His career includes roles at The Huntington Investment Company, Park Walk Capital Markets, American General Life Insurance, AIG Capital Services, Sunbelt Securities, and WFG Advisors. He also consults on compliance matters with Bates Group. Park Walk Investments LLC provides portfolio management primarily for institutional clients and high-net-worth investors, focusing on fixed-income securities and utilizing a combination of fundamental, quantitative, and technical analysis across long- and short-term trading strategies.

Louis Hopper is a financial advisor at Drumond Wealth Management in Katy, TX, holding a Series 65 designation. He has one year of industry experience and previously worked at the University of Houston and Twin Staffing. Drumond Wealth Management provides fee-based investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a tactical allocation approach using fundamental, technical, and cyclical analysis across various instruments, managing assets primarily on a non-discretionary basis.

Justin Singletary is a financial advisor with Quiver Financial Holdings LLC, holding Series 63 and Series 65 licenses and nine years of industry experience. He has worked at several firms including WestPark Capital Inc. and American Trust Investment Services, Inc. He also serves as Director of Business Development for Quiver Financial, Inc. Quiver Financial Holdings LLC provides investment advisory and financial planning services to individuals, investment companies, and corporations, managing approximately $69.5 million in discretionary assets. The firm employs a variety of investment strategies tailored to client objectives and risk tolerance, and offers subscription-based research and performance-based fee arrangements.

Samuelson Drumond is a CFP® with eight years of industry experience, currently serving at Drumond Wealth Management. His prior roles include positions at Sovereign Wealth Advisors LLC, LPL Financial, Edward Jones, Drumond Associates, and Santander Bank N.A. Outside of his advisory work, he is an independent insurance producer. Drumond Wealth Management offers fee-based investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a tactical allocation strategy using fundamental, technical, and cyclical analysis across diverse instruments and operates a wrap fee program that integrates advisory and execution services.

Michael Gault is a financial advisor at Redfish Capital with 23 years of industry experience. He holds a Series 65 credential and has worked at Kempner Capital Management since 2002, a firm currently in the process of closing. Redfish Capital provides discretionary asset management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, and business entities. The firm employs a range of analytical methods and strategies tailored to client goals and risk tolerance, and it offers integrated investment, tax, and insurance services through affiliated practices.