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!

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.

Marvin Norman is a financial advisor with Othniel Financial Advisory Services, LLC in Houston, TX, holding a Series 66 designation and 13 years of industry experience. He has been affiliated with firms under the Othniel name since 2013 and is also a licensed insurance agent who provides business consulting services. Othniel Financial Advisory Services, LLC offers portfolio management, pension consulting, third-party adviser selection, and financial planning to institutional and private clients. The firm uses customized Investment Policy Statements and a variety of analytical methods to tailor portfolios across a broad range of investment instruments and may refer client assets to third-party managers.

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.