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.

Michael Reichek is a CFP®-designated financial advisor with 15 years of industry experience. He has operated Reichek Financial Services since 1991 and has longstanding affiliations with Ameritas Life Insurance and related companies since 2004. He serves as treasurer for two homeowners associations and holds voluntary roles on the investment committees and board of the National Exchange Club and its foundation. Reichek Financial Services offers investment advice, financial planning, and insurance services to individuals, corporations, and retirement plans. The firm emphasizes long-term fundamental analysis with a preference for low-cost mutual funds and ETFs, operates primarily on a non-discretionary basis, and combines investment management with an active insurance brokerage role.

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.

David Kolts is a CFP® professional with 19 years of industry experience, currently serving as the sole advisor at Pegasus Wealth Management in Richmond, TX. He has previously worked with H.D. Vest Advisory Services and maintains ongoing roles in accounting, insurance, and real estate through his own CPA firm and related business activities. Kolts also teaches tax and small business courses for the IRS and the Small Business Development Center. Pegasus Wealth Management advises individuals, trusts, estates, charitable organizations, small businesses, and retirement plans, offering financial planning, investment management, and ERISA plan services. The firm employs a primarily passive, diversified investment approach using model portfolios and emphasizes client approval for trades, with a focus on no-load or low-load mutual funds and ETFs.

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.

Wesley Bales is the sole advisor at Wesley Owen Bales Investment Advisory Service in Sugar Land, TX, holding Series 63 and Series 65 credentials with 22 years of industry experience. He has operated his independent advisory firm since 2000. Wesley Owen Bales Investment Advisory Services Inc. provides fee-only portfolio management and advisory services primarily to individual and high-net-worth clients, offering both discretionary and non-discretionary strategies without a firmwide account minimum. The firm employs a blend of fundamental, technical, and cyclical analysis, implementing long- and short-term strategies including margin transactions and option writing, with an emphasis on concentrated equity positions for aggressive accounts and bond allocations for conservative accounts.

Camilo Garcia is a financial advisor with Armas Capital Management, LLC in Houston, TX, holding Series 63 and Series 65 licenses and eight years of industry experience. His prior roles include positions at Merrill Lynch and J.P. Morgan Securities. Outside of his advisory practice, he is involved in multiple non-financial business enterprises. Armas Capital Management is an independent firm providing discretionary asset management to individual and high-net-worth clients. The firm focuses on constructing portfolios based on client goals, risk tolerances, and time horizons, employing a range of strategies including long-term holdings, short-term trading, and options.

Lakhaun Mckinley is a CFP® professional with 19 years of industry experience. He is the sole advisor at MNM Vested, LLC, a firm he founded in 2015, and has also worked at Origin Financial since 2021. Outside of financial advising, Mckinley owns ThemeParkJoy.com, an Amazon affiliate site focused on Disney merchandise, and provides financial counseling services to military service members through Zeiders Enterprises. MNM Vested, LLC is a fee-only financial planning and advisory firm serving individual clients. The firm offers comprehensive financial planning services, including tax preparation and small-business planning, and follows an investment approach based on Modern Portfolio Theory emphasizing diversification and a buy-and-hold strategy.

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.

Eric Sandrock is a CFP® with 20 years of experience in financial advising, currently serving as the sole advisor at Performance Investment Group since 2010. His background includes registration with the NFL Players Association and development of financial planning materials for professional athletes. Performance Investment Group is an independent registered investment adviser that provides discretionary portfolio management and financial planning to high-net-worth individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and business entities. The firm employs an academically grounded, passive investment approach emphasizing broad diversification and systematic factor exposures, primarily using institutional mutual funds.

James Crawford is a financial advisor at JHM Asset Management, LLC with 18 years of industry experience. He holds the Series 63 and Series 66 designations and previously worked at Fruth Investment Management from 2011 to 2018 before joining JHM Asset Management in 2018. JHM Asset Management provides discretionary investment management and consulting primarily for individual and high-net-worth clients, as well as retirement plan participant account administration. The firm offers tailored portfolio management using fundamental, technical, and cyclical analysis, and provides unique services in managing defined contribution plan participant and held-away retirement accounts through third-party platforms and order management systems.

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.

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.