Terrance Elder is a CFP® professional with 22 years of industry experience, currently affiliated with Optivise Advisory Services LLC. He has worked at Texas First Wealth Management, LLC since 2007 and has been involved with Cash Flow Planners since 2002, where he serves as president and dedicates significant time to selling fixed annuities and life insurance. Optivise Advisory Services provides portfolio management and financial planning to a diverse client base including individuals, retirement plans, trusts, and charitable organizations. The firm employs both internally developed models and third-party sub-advisors, offering discretionary and non-discretionary solutions supported by advanced technology and reporting tools.

Stephanie Doyle is the principal and sole advisor at Stephanie E. Doyle Investment Management in Kingwood, TX. She holds a Series 63 designation and has 13 years of industry experience. Doyle has managed her independent firm since 2005. Stephanie E. Doyle Investment Management provides discretionary investment management and financial planning services to individual and prospective high-net-worth clients. The firm focuses on asset allocation primarily through mutual funds and ETFs, employing fundamental analysis and third-party research to manage portfolios with an intermediate- to long-term horizon. It also offers educational seminars and workshops alongside personalized advice.

Thomas Badgett is a financial advisor at Gulf Coast RIA with 24 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Gulf Coast RIA since 2022. Prior to this, he spent ten years at MoneyBlock and has served as president of Bay Area Asset Management for over two decades. Outside of finance, he is involved in non-investment related sales activities with Gulf Coast Truck & Equipment and Bay Area Firearms, Inc. Gulf Coast RIA is a state-registered investment adviser providing portfolio management to individual investors, high-net-worth clients, and various institutions. The firm employs an asset-allocation driven approach that integrates fundamental and technical analysis with systematic tools and actively managed strategies.

Juanita Finley is a financial advisor at Texas Capital Management with nine years of industry experience. She holds a Series 65 designation and has been affiliated with Clemmons Wealth Management LLC dba Texas Capital Management since 1997. Texas Capital Management provides discretionary investment management services to individuals, retirement plans, trusts, estates, and charitable organizations. The firm manages approximately $53 million in assets across about 200 client relationships, offering customized portfolios through separately managed accounts or strategic asset allocation with a tactical overlay.

With over 15 years of experience in financial planning, I’m here to collaborate with you to turn your intentions into prosperity. As a Certified Financial Planner with an MBA in Finance and a Bachelor’s degree in Organizational Leadership, I bring a deep wealth of knowledge and practical expertise to every conversation. My journey in finance has been shaped by a passion for helping others, guided by my faith and love for family. I started as a Series 7 licensed advisor, directly managing client assets. Now with my current 66 license, I focus on providing timely, actionable advice tailored to those who need a trusted second opinion or a personal CFO. At my firm, I collaborate with high earners and high net worth professionals who are hands-on with their finances but need expert guidance to unlock their full potential. I see myself not just as an advisor, but as a creative visionary and meticulous strategist, working alongside you to prioritize what matters most in your financial life.

Matthew Russell is a CFP® professional with 15 years of experience in financial planning and wealth management. He has been the sole advisor at MTR Financial Services, LLC since 2009. MTR Financial Services is an independent, fee-only firm serving individuals, trusts, estates, and charitable organizations. The firm offers ongoing portfolio management and hourly financial planning without account minimums, focusing on a range of topics including retirement, tax, insurance, college planning, and debt strategies.

David Barsalou is a financial advisor at LCM Financial with a Series 65 credential and one year of industry experience. He is managing attorney and owner of a law firm and a tax preparation business, both established in 2013, where he provides legal services and tax filing for individuals and businesses. Barsalou has worked at Silverstone Private Wealth, LLC and Lewis Caldwell Mitchell, Inc. Lewis Caldwell Mitchell, Inc. is a registered investment adviser formed in 2024 that offers financial planning, non-discretionary portfolio advice, and pension consulting to plan sponsors and individuals. The firm provides tailored advice and ongoing monitoring without discretionary trading, and it discloses affiliations with legal and tax practices as part of its operating model.

Marcus Jasso is a financial advisor with Overlook Park Wealth, LLC in Humble, Texas, holding a Series 66 designation and 24 years of industry experience. His prior roles include positions at Sovereign Wealth Advisors, LLC and LPL Financial, LLC. Outside of his advisory work, he is involved in team building and coaching through a sole proprietorship, owns a religious gift and novelty business, and serves as president of the Humble Middle School PTO. Overlook Park Wealth, LLC provides discretionary asset management, negotiable fixed-fee financial planning, and educational seminars to individuals and small corporations. The firm manages approximately $7.6 million through model-based core and themed equity portfolios tailored to clients’ goals, risk tolerances, and time horizons.

Ledell Johnson is a financial advisor at JI Financial Services, LLC with 14 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Lincoln Financial Securities and USA Financial Securities. Outside of his advisory role, he operates as an independent insurance agent and is involved in mineral leasing and real estate activities. JI Financial Services, LLC is an independent investment adviser serving individual and high-net-worth clients through portfolio management and financial planning. The firm employs fundamental analysis with a combination of long- and short-term strategies, primarily managing client assets on a non-discretionary basis.