James Mc Farland is a Series 65-registered financial advisor at Oak Harvest Investment Services in Houston, TX, with nine years of industry experience. He has been with Oak Harvest Financial Group and Oak Harvest Investment Services since 2016 and previously worked at Morgan Stanley. Oak Harvest Investment Services is a team advisory firm serving individuals, families, high-net-worth clients, and retirement plan sponsors. The firm provides portfolio management, financial planning, consulting, and plan-sponsor services, managing accounts on a discretionary basis and integrating financial planning with risk profiling and portfolio monitoring across various asset classes.

Paul Troyer is a CFP® professional with 20 years of industry experience, currently serving at Franklin, Parlapiano, Turner & Welch LLC since 2010. He is based in Houston, TX, and is part of a five-advisor team. Franklin, Parlapiano, Turner & Welch LLC advises high-net-worth individuals, trusts, and estates, offering fee-only asset management and comprehensive financial planning through its Managed Account Program. The firm employs a client intake process and Investment Policy Statement to allocate portfolios among seven model strategies and utilizes fundamental analysis to select investments, managing approximately $811 million in discretionary assets as of December 31, 2025.

Jason Scarcella is a financial advisor at The Advisory Resource Group, LLC with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including SII Investments and Compass Pointe Financial. He is also involved as a fixed insurance agent and owner of Compass Pointe Financial, dedicating limited monthly time to that activity. The Advisory Resource Group, LLC serves individuals, employee-sponsored retirement plans, trusts, and other entities with discretionary and non-discretionary investment management and financial planning. The firm manages approximately $809 million across about 712 client relationships, using a team-based research process and a diversified portfolio approach that includes mutual funds, ETFs, and individual securities.

Robert Scharar is a financial advisor at FCA Corp with 42 years of industry experience. He has been with FCA Corp since 1975. Scharar serves as director and president on several corporate and trust boards, including First Commonwealth Holdings Corp and Africap, LLC, without personal compensation. FCA Corp provides portfolio management, financial planning, and consulting to individuals, managed entities, and open-end investment companies. The firm employs a fundamental and macroeconomic investment approach to create customized portfolios across various asset classes and serves as adviser to both private pooled entities and registered open-end funds.

Ryan Krueger is a financial advisor with Freedom Day Solutions, LLC in Houston, TX, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Krueger & Catalano Capital Partners, LLC since 2006. Outside of his advisory work, he is a limited partner in KrueCat Ventures, LP, where he is also a shareholder in the general partner entity, KrueCat Management Inc. Freedom Day Solutions provides investment management primarily to individual clients, including high-net-worth households, and offers retirement plan consulting, sub-advisory services, and estate-planning support. The firm employs a mix of fundamental and technical analysis, manages accounts through proprietary models and active strategies, and may allocate assets to digital assets for qualified clients.

Peter Trammell Jr. is a financial advisor with WESTPARK WEALTH Advisors, Inc. in Houston, TX, holding Series 65 and Series 63 credentials and bringing 33 years of industry experience. His prior work includes 21 years at IMS Securities, Inc. and nine years with Calton & Associates, Inc. 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 emphasizes client involvement, often managing assets on a non-discretionary basis.

Alexandra Merz is a financial advisor with Skybound Wealth USA in Houston, TX, holding Series 65 and Series 63 licenses. She has one year of industry experience and previously worked at Vie International and Solara Energy Ltd. Skybound Wealth USA serves individuals, families, and internationally mobile clients with investment management, financial planning, and cross-border pension advice, including UK pension transfers. The firm operates a centralized investment governance framework and primarily manages client assets on a non-discretionary basis.

Wesley Yuhnke is a financial advisor at FCA Corp with 22 years of industry experience. He holds a Series 65 designation and has been with FCA Corp since 2002. FCA Corp provides portfolio management, financial planning, and consulting services to individuals, managed entities, and open-end investment companies. The firm’s investment process incorporates fundamental analysis and macroeconomic factors to develop customized portfolios, and it also serves as the investment adviser to the Commonwealth International Series Trust.

William Levay is a financial advisor with FCA Corp in Houston, TX, holding a Series 65 designation and 18 years of industry experience. He has been with FCA Corp since 2008. Outside of his advisory role, Levay serves as general counsel for First Commonwealth Holdings Corp. and operates his own law office. FCA Corp provides portfolio management, financial planning, and consulting services to individuals, managed entities, and open-end investment companies. The firm uses fundamental analysis and macroeconomic considerations to create customized portfolios and serves as adviser to the Commonwealth International Series Trust.

Liam Fraboulet is a financial advisor at Skybound Wealth USA with one year of industry experience and holds a Series 66 designation. His prior experience includes a role at Edward Jones and various positions during his education at Auburn University at Montgomery, Western New Mexico University, and Coastal Carolina University. Skybound Wealth USA serves individuals, families, and internationally mobile clients with investment management, financial planning, and cross-border pension advice, including UK pension transfers. The firm uses a centralized investment governance framework and primarily manages client assets on a non-discretionary basis.

Dwane Bacak is a CFA® charterholder with 17 years of industry experience. He is currently a financial advisor with Oak Harvest Investment Services in Houston, TX, where he has worked since 2023. Prior to this, he spent 27 years at Invesco. Outside of his advisory role, Dwane serves as Chief Financial Officer at Cement Crafters LLC, providing advice to a furniture manufacturing business started by his family. Oak Harvest Investment Services is a team advisory firm serving individuals, families, high-net-worth clients, and retirement plan sponsors. The firm integrates financial planning and portfolio management using a mix of fundamental, technical, and value/cyclical analysis, and manages client accounts on a discretionary basis.

Connie Mack is a financial advisor with RIA Advisors in Houston, TX, holding a Series 66 license and 26 years of industry experience. He has worked at Charles Schwab and RIA Wealth Advisors, LLC, and currently serves as managing member and chief compliance officer of Simplevisor, an SEC-registered robo-adviser. Outside of investment advisory roles, Mack owns and operates two insurance agencies and a real estate investment company. RIA Advisors provides fee-based investment management and financial planning to individuals, including high-net-worth clients, as well as institutional retirement plans. The firm employs fundamental and technical analysis within a Modern Portfolio Theory framework and offers services such as fiduciary consulting and participant education for ERISA-qualified plan sponsors.

Matthew Miller is a financial advisor at Awaken Wealth Partners LLC with 14 years of industry experience. He previously worked at Thrivent Advisor Network, LLC and Thrivent Financial for Lutherans. Outside of his advisory work, he serves as a board member for the Villaggio Homeowners Association in Houston and is a deacon at Themet Church. Awaken Wealth Partners is an SEC-registered investment adviser that provides financial planning, discretionary investment management, and retirement plan advisory to individuals, high net worth clients, estates, and trusts. The firm customizes portfolios based on client objectives, employing fundamental analysis and a primarily long-term investment approach while maintaining flexibility for shorter-term trades.

Jessica Cannella is a Series 65-licensed financial advisor with Oak Harvest Investment Services in Houston, TX, where she has worked for eight years. She is also affiliated with Oak Harvest Financial Group, with sixteen years of industry experience. Outside of advisory services, she is active as an insurance agent, selling annuities, life, health, and long-term care coverage through various unaffiliated insurance companies. Oak Harvest Investment Services is a team advisory firm serving individuals, families, high-net-worth clients, and retirement plan sponsors with portfolio management, financial planning, consulting, and plan-sponsor services. The firm integrates financial planning, risk profiling, and portfolio monitoring into its discretionary asset-allocation process and also advises an open-end mutual fund while providing educational seminars and online investor resources.

Nicholas Brown is a Certified Financial Planner (CFP®) and Chartered Financial Analyst (CFA®) with 11 years of industry experience. He has been with Granite Harbor Advisors, INC. since 2015 and also works with Granite Harbor Group. Outside of his advisory role, he is a licensed insurance agent and a partner in an insurance-related business. Granite Harbor Advisors serves individual and high-net-worth clients as well as institutional sponsors, providing asset management, financial planning, and retirement plan consulting. The firm manages portfolios using a range of public and private securities and acts as sponsor and adviser to multiple private funds.

Gregory Shaw is a CFP® professional with 17 years of experience in financial advising, currently serving at Granite Harbor Advisors, Inc. since 2016. He holds the Series 66 designation and is based in Houston, TX. Outside of his advisory role, he owns Brazos Property Solutions LLC, a business focused on purchasing, rehabbing, and reselling real estate. Granite Harbor Advisors works with individual and high-net-worth clients as well as institutional sponsors, offering services that include asset management, financial planning, and retirement plan consulting. The firm manages portfolios with a mix of public and private securities and also sponsors multiple private funds managed through related entities.

Edward Rossi is a CFP® with 33 years of industry experience and is currently an advisor at Oak Harvest Investment Services, where he has worked since 2020. His prior experience includes roles at E*TRADE Capital Management, Financial Engines Advisors, Edelman Financial Services, Charles Schwab, and PNC Wealth Management, among others. Rossi is also an insurance agent with Oak Harvest Insurance Services, recommending and selling insurance products including annuities and life insurance. Oak Harvest Investment Services is a team advisory firm serving individuals, families, high-net-worth clients, and retirement plan sponsors with portfolio management, financial planning, and consulting. The firm integrates financial planning and risk profiling into discretionary asset management across various investment vehicles and also advises the Oak Harvest Long/Short Hedged Equity Fund.

Cameron Mc Ilhenny is a financial advisor at Granite Harbor Advisors, Inc. with four years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at Purshe Kaplan Sterling Investments, Oakwood Capital Securities, and Dock Automotive Group. Granite Harbor Advisors serves individual and high-net-worth clients as well as institutional sponsors, offering asset management, financial planning, and retirement plan consulting. The firm manages portfolios using a range of public and private securities and sponsors multiple private funds alongside related advisory entities.

Ryan Christensen is a CFP® and holds a Series 66 license with eight years of industry experience. He has worked at Awaken Wealth Partners LLC since 2026 and previously held roles at Thrivent Financial, Park Avenue Securities, and Guardian Life Insurance Company. In addition to his advisory work, he spends approximately 10% of his time each month engaged in insurance sales. Awaken Wealth Partners is an SEC-registered investment adviser serving individuals, high net worth individuals, estates, and trusts. The firm offers financial planning, discretionary investment management, and retirement plan advisory, managing approximately $237.3 million in discretionary assets with a focus on fundamental analysis and a long-term investment approach.

Chad Schneider is a financial advisor with Oak Harvest Investment Services in Houston, TX, holding Series 63 and Series 65 credentials and has 24 years of industry experience. He previously worked at Private Advisor Group, LLC and Kidwell & Company among other firms. Schneider is also a licensed insurance agent and occasionally offers insurance and annuity products to clients through Oak Harvest Insurance Services, LLC. Oak Harvest Investment Services is a team advisory firm that serves individuals, families, high-net-worth clients, and retirement plan sponsors with portfolio management, financial planning, and consulting. The firm integrates financial planning and risk profiling into its discretionary asset management, using a mix of fundamental, technical, and value/cyclical analysis across various investment vehicles.