Stephen Mchale is a CFP® with 28 years of industry experience, currently serving as a financial advisor at Sovereign Wealth Advisors LLC since 2017. He has also been associated with LPL Financial, LLC since 2014. Outside of his advisory role, he is active as a soccer referee in Houston, TX. Sovereign Wealth Advisors LLC serves individuals, trusts, retirement plans, and corporate clients by offering portfolio management, financial planning, retirement-plan consulting, and educational seminars. The firm combines fundamental and technical analysis with a variety of investment strategies and utilizes sponsored advisory programs and third-party manager platforms to meet client needs.

Martin Peskin is a financial advisor with Sovereign Wealth Advisors LLC in Houston, TX, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at Morgan Stanley Dw Inc. from 1996 to 2005, LPL Financial since 2005, and has been with Sovereign Wealth Advisors since 2015. Sovereign Wealth Advisors LLC provides investment advisory and financial planning services to individuals, trusts, retirement plans, and other entities. The firm manages portfolios using a combination of analytical methods and offers both discretionary and non-discretionary management, implementing advice through direct management and various sponsored or platform-based programs.

Marc Forn Canabate is a CFA® charterholder currently with Inscription Capital, LLC, where he has been since 2022. His prior experience includes roles at Santander Bank UK and Santander Bank NA, as well as involvement with Bluecap and Search Fund Accelerator. Outside of his advisory work, he serves as a senior analyst for litigation finance funds and a resale investment service, contributing to fund materials, financial modeling, and client coordination. Inscription Capital manages approximately $1.56 billion in client assets, serving individual clients, family offices, trusts, estates, and private foundations. The firm offers comprehensive financial planning and portfolio management through a personalized, committee-driven process emphasizing fundamental analysis and diversified, long-term allocations across various asset types.

Bret Sanders is a financial advisor at Sanders Morris LLC with 33 years of industry experience. He holds Series 66 and Series 63 licenses and has been with Sanders Morris Mundy Inc. since 1992. Sanders Morris LLC provides investment advisory and related services to individuals, high-net-worth clients, pooled investment vehicles, retirement plan sponsors, trusts, estates, and business entities. The firm offers portfolio management primarily through wrap-fee programs, financial planning, retirement plan investment management, brokerage, and underwriting services.

Wendy Korman is a CFP® and PFS™ credentialed advisor with 21 years of industry experience. She has worked at Portfolio Advisory Council, L.L.C. since 2004 and is also associated with Callaway & Associates and the Wendy Ellen Birkinsaw CPA practice. In addition to her advisory roles, she operates a sole practitioner tax preparation and accounting business. Portfolio Advisory Council, L.L.C. serves individual investors, corporations, pension and profit-sharing plans, and charitable institutions, offering financial planning, retirement-plan consulting, and investment management. The firm employs a growth-and-income strategy and manages diversified portfolios including mutual funds, ETFs, stocks, bonds, options, and REITs.

Jillian Nel is a CFP® with 18 years of industry experience, currently serving as Director of Financial Planning at Inscription Capital, LLC. She has held roles at Emerson Equity LLC and Purshe Kaplan Sterling Investments and has been involved with Inscription Capital since 2019. Nel is also an academic director and instructor for the CFP® program at the Glasscock School for Continuing Studies at Rice University. Inscription Capital serves individual and institutional clients, including high net worth individuals, family offices, trusts, and private foundations, managing approximately $1.56 billion in assets. The firm offers comprehensive financial planning and portfolio management through a personalized, committee-driven investment process that incorporates a range of asset classes and implementation options.

Allison Brand is a CFP® professional at Inscription Capital, LLC with one year of industry experience. Her prior roles include positions at Connors Wealth Management, Oak Harvest Financial Group, Houston ISD, and Bama Bounders. Inscription Capital, LLC provides holistic financial planning and investment management services to individuals, family offices, trusts, estates, private foundations, and retirement plans. The firm manages approximately $2.05 billion in assets and employs a long-term, fundamental investment approach implemented by an investment committee that utilizes diversified portfolios including mutual funds, ETFs, structured products, and alternative investments.

Sonia Joao is a financial advisor at Robertson Investment Management with six years of industry experience. She holds a Series 65 designation and has worked previously at Sizemore Capital Management LLC, First Allied Securities, Inc., and Barrington Financial Advisors, Inc. Sonia is based in Houston, TX. Robertson Investment Management serves individuals, families, trusts, pensions, banks, and corporations, offering portfolio management, financial planning, corporate finance, private placements, and multi-family office services. The firm employs a range of investment strategies, including fundamental, technical, and cyclical analysis, and utilizes both discretionary authority and third-party managers.

Philip Moran is a CFP® and ChFC® with 27 years of experience in the financial services industry. He is a principal at Portfolio Advisory Council, L.L.C. in Houston, Texas, where he has worked since 1999. His prior experience includes roles at Mutual Securities, Inc. and Cambridge Investment Research, Inc. Outside of his advisory work, Moran serves as a board member of the SMU Cox School of Business and holds leadership roles with nonprofit organizations including AESC and the KU Alumni Association. Portfolio Advisory Council, L.L.C. provides financial planning and portfolio management services to individuals, corporations, pension and profit-sharing plans, and charitable institutions. The firm employs a growth-and-income investment approach using a range of securities and combines fundamental, technical, and cyclical analysis in its portfolio management.

Donald Sanders is a financial advisor with Sanders Morris LLC in Houston, TX, holding Series 63 and Series 66 licenses with 56 years of industry experience. He has worked at Sanders Morris Harris Inc. and Sanders Morris Harris Group Inc. since 1987 and previously at SOF Management, LLC from 2006 to 2012. Outside of his advisory work, Sanders is involved in nonprofit and community organizations including serving on the boards of the Houston Texans Bowl Backers and the Harris County Sports Authority, and he owns a local chocolate business, Don Sanders Chocolates. Sanders Morris LLC provides investment advisory and related services to individuals, high-net-worth clients, pooled investment vehicles, retirement plan sponsors, trusts, estates, and business entities. The firm offers portfolio management primarily through wrap-fee programs, financial planning, retirement plan investment management, and brokerage and underwriting services, utilizing both discretionary and non-discretionary strategies with a variety of investment types.

Rosalie Groendes is a financial advisor at Haven Wealth Group in Houston, TX, holding a Series 65 designation with 10 years of industry experience. She has been with Haven Wealth Group since 2015, working as part of a nine-advisor team. Haven Wealth Group provides discretionary investment management and comprehensive financial planning for individuals, foundations, pension and 401(k) plans, and some corporations. The firm emphasizes direct selection of individual stocks and bonds, tailoring asset allocations to client risk tolerance and financial needs, and integrates both income-producing and growth-oriented investments in its portfolios.

Paul Dixon is a financial advisor with Sovereign Wealth Advisors LLC in Houston, TX, holding Series 63 and Series 65 credentials and over 35 years of industry experience. He has worked with Sovereign Wealth Advisors since 2015 and concurrently with LPL Financial since 2007. Outside of advisory work, he has participated in paid opinion research and market research activities. Sovereign Wealth Advisors LLC provides investment advisory and financial planning services to individuals, trusts, retirement plans, and other entities, managing portfolios that include ETFs, mutual funds, equities, and fixed-income securities using a mix of analytical methods. The firm offers ongoing portfolio management, written financial plans, retirement plan consulting, and access to sponsored and platform-based investment programs.

Thao Ho is a financial advisor at Manske Wealth Management, LLC with four years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at MML Investors Services, Mass Mutual Life Insurance Company, New York Life, and Verizon Cellular Sales. Manske Wealth Management provides financial planning, consulting, and discretionary investment management to individuals, trusts, estates, corporations, and business entities. The firm employs a goal-based approach to portfolio construction, incorporating fundamental, technical, and cyclical analysis, and manages approximately $608 million in client assets across a seven-advisor team.

Sebastian Eccles is a CFP® and holds a Series 66 license with two years of industry experience. He is currently with Life Line Wealth Management LLC in Houston, where he has worked since 2019. His prior experience includes roles at Factory Capital, LLC, Kayne Anderson Rudnick, BLISK Financial Group/Spire Investment Partners, and Morgan Stanley. Life Line Wealth Management is a registered investment adviser serving primarily individual clients, trusts, and privately held small business entities. The firm employs a passive, asset-allocation strategy based on Modern Portfolio Theory, using a variety of investment vehicles tailored to client risk profiles and objectives.

Ronald Briggs is an advisor at Cheviot Value Management, LLC with a Series 65 credential and one year of industry experience. Prior to joining Cheviot Value Management in 2026, he worked at RAND Corporation from 2018 to 2025 and at Praedicat, Inc. from 2013 to 2017. Cheviot Value Management is a privately owned registered investment adviser providing discretionary portfolio management and related services to individuals, trusts, retirement plan participants, charitable organizations, and certain institutional clients. The firm applies a value-oriented investment approach based on fundamental analysis, employing a variety of strategies including tactical asset allocation and absolute-return techniques.

Dylan Walther is a financial advisor at Manske Wealth Management, LLC with one year of industry experience. He holds a Series 65 credential and has worked previously at TIP Group LLC and The Fitzpatrick Group. Outside of his advisory role, he owns and manages O & W Auto Sales. Manske Wealth Management, LLC provides financial planning, consulting, and discretionary wealth and portfolio management to individuals, trusts, estates, corporations, and business entities. The firm manages approximately $707 million for around 480 clients and utilizes a multi-method investment approach tailored to client goals and risk tolerances.

Miranda O’Keefe is a financial advisor at 15 Wealth Advisors LLC with 29 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at firms including Charles Schwab and Invesco Advisers, Inc. Outside of her advisory role, she is involved with Wealth Fusion Inc, a business entity for tax and investment purposes. 15 Wealth Advisors is a registered investment adviser offering discretionary portfolio management, financial planning, and employer-focused retirement plan consulting. The firm constructs customized portfolios using a variety of analytical methods and typically recommends ETFs, with services delivered under written agreements and ongoing monitoring.

Emilio Soto is a financial advisor with Monex Asset Management, Inc. in Houston, TX, holding Series 63 and Series 65 licenses and having four years of industry experience. He has worked extensively within Monex-affiliated firms since 2019. Monex Asset Management serves individuals—including high-net-worth clients—as well as corporations, trusts, estates, and charitable organizations, providing discretionary and non-discretionary portfolio management and investment consulting. The firm employs a combination of charting, fundamental, and technical analysis with strategies ranging from long-term holdings to short-term trading and option writing.

Andrea Arend is a financial advisor at Fairport Advisors, Inc. in Houston, TX, with 17 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Transamerica Financial Advisors, Inc. and Summit Frontier Solutions LLC. Fairport Advisors, Inc. provides discretionary investment management and consulting services to individuals, high-net-worth clients, trusts, pensions, and business accounts. The firm employs a combination of strategic and tactical asset allocation using proprietary algorithms, quantitative analysis, and artificial intelligence tools across a variety of model portfolios.

Jason Locke is a financial advisor with Robertson Investment Management in Houston, TX, holding the Series 63 and Series 65 credentials and bringing 15 years of industry experience. His prior roles include positions at Simplicity Financial Investment Services, First Palladium, LLC, and Mercap Securities, LLC. He is also a licensed insurance agent offering fixed insurance products through Quantum Financial Strategies. Robertson Investment Management serves a diverse client base including individuals, families, trusts, pensions, and corporations, providing both discretionary and non-discretionary portfolio management along with financial planning and family office services. The firm employs a multi-strategy investment approach combining fundamental, technical, and cyclical analysis and partners with third-party managers for specific mandates.