Robert Burns is a Series 65-licensed financial advisor at FCA Corp in Houston, TX, with 21 years of industry experience. He has been with FCA Corp since 2004 and also operates a CPA tax practice specializing in income tax return preparation on a seasonal basis. FCA Corp provides portfolio management, financial planning, and consulting services to individuals, managed entities, and open-end investment companies, offering customized portfolios through fundamental and macroeconomic analysis. The firm serves as investment adviser to the Commonwealth International Series Trust and manages both discretionary and non-discretionary accounts.

Jason Ceyanes Sr. is a CFP® with 14 years of industry experience, currently serving as President, CEO, and CFO at Encompass Advisory Services, LLC. He has worked at Encompass since 2019 and previously held roles at The Leaders Group Inc. and MWA Financial Services Inc. In addition to his advisory work, he teaches a personal money management course at the University of Houston - Clear Lake. Encompass Advisory Services is a team-based registered investment adviser that serves individuals, business entities, retirement plans, trusts, and charitable organizations. The firm provides financial planning, investment and wealth management, and estate-document facilitation, using a mix of mutual funds, ETFs, individual securities, and private placements, with portfolio management options that include discretionary and non-discretionary approaches.

Jared Jameson is a CFP® professional with 24 years of industry experience, currently serving at WJ Interests, LLC since 1997. Based in Sugar Land, TX, he is part of a five-advisor team at the firm. WJ Interests provides tailored financial planning and discretionary investment management primarily for individual and family clients, as well as corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm constructs strategic asset allocations and selects third-party money managers, employing a disciplined approach that generally avoids market timing and leverage, while offering clients detailed reporting and governance practices.

Eric Nguyen is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Oak Harvest Investment Services since 2022. His prior experience includes roles at Fidelity Investments, Thrivent Advisor Network, Purshe Kaplan Sterling Investments, 49 Financial Management, and Axa Advisors. Outside of advising, he is also an insurance agent with Oak Harvest Insurance Services, LLC. Oak Harvest Investment Services provides portfolio management, financial planning, and retirement plan sponsor services to individuals, families, and high-net-worth clients. The firm offers both discretionary and non-discretionary management, utilizing a range of investment vehicles tailored to client goals and risk tolerance, and manages an affiliated long/short hedged equity mutual fund alongside an affiliated insurance agency.

Magdalena Santos is a financial advisor with Westpark Wealth Advisors, Inc. She holds a Series 66 designation and has 19 years of industry experience. Her work history includes roles at Calton & Associates, Inc. and IMS Securities, Inc. Magdalena has been with Westpark Wealth Advisors since 2008. Westpark Wealth Advisors provides investment advisory and financial planning services to individuals, trusts, estates, pension and profit-sharing plans, and business entities. The firm employs a range of investment strategies and works with clients to define objectives and risk tolerance before recommending investments.

Jonathan Penn is a CFP® professional with 18 years of industry experience, currently serving as a financial advisor at RIA Advisors since 2020. His prior roles include positions at RIA Wealth Advisors LLC and Pin Oak Investment Advisors, Inc., as well as seven years at Boston Scientific. He is also a licensed insurance agent with RIA Insurance Agency LLC. RIA Advisors provides fee-based portfolio management and financial planning to individuals, charitable organizations, small businesses, and retirement plans. The firm manages approximately $1.53 billion in assets, employing a disciplined investment process that combines fundamental and technical analysis, value investing, and Modern Portfolio Theory.

Daniel Weatherton is a financial advisor at Catalyst Wealth Management LLC with two years of industry experience. He holds a Series 66 designation and has worked at Innovation Partners LLC and GWN Securities, Inc. among other firms. Outside of his advisory role, he is a licensed insurance agent and registered representative, offering commissionable insurance products in addition to advisory services. Catalyst Wealth Management LLC provides ongoing portfolio management and advisory services to individual and high-net-worth clients, using a long-term trading approach across mutual funds, ETFs, fixed income, and similar securities. The firm manages accounts on a non-discretionary basis and employs Turnkey Asset Management Programs to implement client strategies.

Elizabeth Krog is a CFP® with six years of industry experience and is currently an advisor at Oak Harvest Investment Services. Her previous roles include positions at Facet Wealth, McKinney Capital Management, and the Legislative Budget Board. Krog is also a licensed insurance agent and occasionally offers commissionable products to clients. Oak Harvest Investment Services provides portfolio management, financial planning, and consulting to individuals, families, and high-net-worth clients, as well as retirement plan sponsor services. The firm integrates financial planning with portfolio management and advises an open-end mutual fund, managing over $1.13 billion in assets.

Danny Armstrong is a financial advisor with Westpark Wealth Advisors, Inc. and holds a Series 63 designation. He has 34 years of industry experience, including roles at Calton & Associates, Inc. and Ims Securities, Inc. Outside of his advisory work, Armstrong is involved in rodeo announcing and sports broadcasting for a local radio station. Westpark Wealth Advisors serves individuals, trusts, estates, pension and profit-sharing plans, and business entities, providing portfolio management and financial planning. The firm employs a variety of investment strategies and often manages assets on a non-discretionary basis, requiring client approval for trades.

Adam Cervantes is a CFP® professional with three years of industry experience. He is currently an advisor at RIA Advisors and previously worked at Avior Wealth Management, The Financial Advisory Group, and the Practice Advisory Group. Outside of his advisory role, he owns and operates a small LLC where he performs mechanical and auto body work on vehicles for friends and family as a weekend hobby. RIA Advisors provides fee-based investment management and financial planning services to individuals, including high-net-worth clients, as well as institutional retirement plans. The firm employs a mix of fundamental and technical analysis within a Modern Portfolio Theory framework to manage portfolios on a discretionary basis and offers specialized plan-level services for ERISA-qualified plan sponsors.

Fredrick Jackson is a financial advisor with Westpark Wealth Advisors, Inc. in Houston, TX, holding Series 63 and Series 65 designations and possessing 26 years of industry experience. He previously worked at Ims Securities, Inc. for 11 years and Calton & Associates, Inc. for nine years. Outside of advisory work, he is a tax preparer at H&R Block and a partner involved in multi-family asset management and investing through Aspire LLC. Westpark Wealth Advisors provides investment advisory and financial planning services to individuals, trusts, estates, pension and profit-sharing plans, and business entities. The firm employs a variety of investment strategies and often manages client assets on a non-discretionary basis, involving client approval before trades are executed.

Christopher Gammon is a CFP® professional with over 32 years of experience in financial advising. He has been with Westpark Wealth Advisors, Inc. since 2000, serving as CEO and Investment Adviser Representative, and previously worked at Ims Securities, Inc. and Calton & Associates, Inc. Gammon is also the owner of Westpark Wealth Advisors, which he leads in managing financial information and firm operations. Westpark Wealth Advisors provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, and business entities. The firm employs a variety of investment strategies, including long-term and short-term purchases, trading, option writing, and uses third-party managers, often managing client assets on a non-discretionary basis with client approval of trades.

Thomas Allen is a financial advisor at RIA Advisors in Houston, TX, holding a Series 65 designation with 12 years of industry experience. His prior roles include positions at Retirement Plan Consultants and Index Fund Advisors. Outside of finance, he is a passive financial partner in a local fitness facility, District H Strength & Fitness. RIA Advisors provides fee-based portfolio management and financial planning services to individuals, charitable organizations, small businesses, and retirement plans. The firm manages approximately $1.53 billion in assets and employs a blend of fundamental and technical analysis, value investing, and Modern Portfolio Theory in its investment approach.

Austin Rodriguez is a financial advisor with Catalyst Wealth Management LLC, holding a Series 66 designation and two years of industry experience. Prior to joining Catalyst, he held positions at Innovation Partners LLC and Range Realty Advisors. He is also a licensed insurance agent and registered representative. Catalyst Wealth Management LLC provides portfolio management and retirement-plan services primarily to individuals, high-net-worth clients, and employer retirement plans, managing approximately $105 million in assets across about 9,549 clients. The firm employs a non-discretionary approach using turnkey asset management programs and emphasizes investment suitability through documented client objectives and advisory support.

Joseph Dyal is a CFP® and holds a Series 65 license, with 18 years of industry experience. He has been with Franklin, Parlapiano, Turner & Welch LLC since 2014. The firm advises high-net-worth individuals, trusts, and estates, providing fee-only asset management and comprehensive financial planning through its Managed Account Program. Franklin, Parlapiano, Turner & Welch LLC manages discretionary assets using model allocations and fundamental analysis, serving a select client base with a typical minimum relationship of $3,000,000.

Coleman Davis is a financial advisor at Catalyst Wealth Management LLC with four years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including GWN Securities Inc and Equitable Advisors, LLC. Davis is also a licensed insurance agent and registered representative, offering commissionable products alongside his advisory services. Catalyst Wealth Management LLC provides ongoing portfolio management and advisory services primarily to individual and high-net-worth clients, including retirement plan participants. The firm employs a long-term trading approach using fundamental and technical analysis and manages accounts on a non-discretionary basis through various Turnkey Asset Management Programs.

Tammie Parran is an investment advisor representative with ELE Advisory Services, Inc. She holds Series 63 and Series 65 licenses and has 19 years of industry experience. Her career includes roles at multiple affiliated entities within the ELE group since 2001. Outside of advisory services, she is involved in several business ventures, including leadership positions in coaching and consulting, logistics, a mobile cigar lounge, and co-ownership of companies providing drug testing and concession services. ELE Advisory Services is a multi-advisor registered investment adviser serving individuals, high-net-worth clients, business owners, and charitable organizations. The firm offers portfolio management, financial planning, and third-party adviser selection, utilizing fundamental analysis and client-specific Investment Policy Statements to guide asset allocation and reviews.

Mateo Salmeron is a CFP® with three years of industry experience currently serving at WJ Interests, LLC. His prior work includes roles at Texas A&M University and Holistplan. WJ Interests primarily serves individual and high-net-worth families, along with trusts, estates, retirement plans, and select corporate clients, managing approximately $634 million across about 233 client relationships. The firm offers ongoing financial planning and discretionary investment management, emphasizing long-term manager relationships and a thorough due diligence process.

Daniel Illanes is a financial advisor at Catalyst Wealth Management LLC in Houston, TX, holding a Series 66 designation. He has been in the industry since 2026 and previously worked with Catalyst Financial Group LLC and Innovation Partners LLC during the same period. Outside of finance, he has been involved with several educational and recreational organizations, including Quince Orchard Swim and Tennis Club, College of the Holy Cross, Bethesda Country Club, Sandy Springs High School, and Rosa M. Parks Middle School. Catalyst Wealth Management LLC provides portfolio management and retirement-plan services to individuals, high-net-worth clients, and employer retirement plans, managing approximately $105 million in assets for around 9,549 clients. The firm operates primarily through turnkey asset management programs and 401(k)/403(b) plan administration, using a combination of fundamental and technical analysis within a long-term trading framework.

Jeremy Curtis is a CFP® with six years of industry experience. He is currently with Lido Advisors, LLC and has previously worked at Strata Wealth Advisors, LLC, Guardian Life Insurance Company, The Curtis Law Firm, PLLC, Lightstone Wealth Planning Solutions, LLC, Avidian Wealth Solutions, and New York Life Insurance Company. Strata Wealth Advisors provides investment management, financial planning, and retirement-plan consulting to individuals, trusts, estates, and institutional clients. The firm employs a fiduciary, tailored approach using a range of securities and technology tools, including AI controls and third-party managers, while offering discretionary and non-discretionary portfolio management.