Michele Jones is a financial advisor at RHP Wealth Management with 27 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at firms including Bank of America, Merrill Lynch, and Purshe Kaplan Sterling Investments. Outside of financial advising, she is a silent owner of a communications company, Votel Communications. RHP Wealth Management is a five-advisor team managing approximately $345 million in discretionary assets. The firm serves individuals, trusts, estates, charitable organizations, corporations, and other business entities, offering wealth management services such as discretionary investment management, financial planning, and retirement plan consulting with a focus on diversified, tax-aware asset allocation.

Phillip Evans is a financial advisor at Sovereign Wealth Advisors LLC with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at LPL Financial LLC since 2006. Evans has been with Sovereign Wealth Advisors since 2015, providing investment advisory services through this independent firm. Sovereign Wealth Advisors serves individuals, trusts, retirement plans, and corporate clients, 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 model portfolios to meet client needs.

Samuel Komitor is a financial advisor at Arkos Global Advisors, LLC in Houston, TX, holding a Series 65 designation. He joined Arkos Global Advisors in 2026 and previously worked at Alvarez & Marsal from 2020 to 2025. His background also includes positions at PricewaterhouseCoopers, NCR Corporation, and The Coca-Cola Company, as well as studies at the Georgia Institute of Technology. Arkos Global Advisors provides financial planning, consulting, and wealth management services to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a combination of fundamental, technical, and cyclical analysis along with both internal and third-party research to construct diversified, goal-oriented portfolios, offering active strategies that may include long and short equity positions and margin borrowing.

Robin Kollannur is a CFA® charterholder with eight years of industry experience. He joined Goodman Financial Corporation in 2025, having previously worked at ScopeFour, LLC, Rothschild Asset Management, and RVX Asset Management. Outside of his advisory work, he owns a software systems consulting business serving financial services firms. Goodman Financial Corporation provides discretionary investment management and targeted financial advisory services to individuals, trusts, estates, endowments, corporations, and pension plans. The firm employs a fundamental, bottom-up investment approach focused on customized portfolios with direct equity and bond holdings, emphasizing tax efficiency and predictable income.

Charles Peterson is a financial advisor with The Goff Financial Group in Houston, TX, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He has been with The Goff Financial Group since 2017 and previously worked at Rl Land Services, Inc. from 2012 to 2017. The Goff Financial Group provides discretionary and non-discretionary investment management and financial planning to individuals, high-net-worth clients, small businesses, retirement plans, and professionals. The firm emphasizes customized, value-oriented portfolio construction that balances growth, income, risk reduction, and capital preservation, and employs options and derivatives strategies in limited situations for hedging or income generation.

Guy Davis is a CFA® charterholder with seven years of industry experience. He is currently with Brasada Capital Management, LP, where he has worked since 2023. Prior to that, he was employed at GCI Investors and Sarasin & Partners LLP. He also serves as a director of Roll Group Ltd, a UK-based family-owned mobility retail business. Brasada Capital Management, LP is an SEC-registered investment adviser that manages a private pooled investment vehicle and provides discretionary portfolio management for separately managed accounts. The firm serves financial institutions and unaffiliated advisers through sub-advisory arrangements and offers non-discretionary model portfolios, employing a bottom-up, long/short equity investment approach supported by fundamental and quantitative analysis.

Juan Medina is a financial advisor at ACP Capital Management, LLC with five years of industry experience. He holds a Series 66 designation and has worked at firms including REL Capital Advisors, FigTree Financial USA, Inc, Banorte-Ixe Securities International, Ltd., and Morgan Stanley. Outside of his advisory role, Medina consults for Artemis Green LLC, focusing on commercial strategies related to sustainability initiatives. ACP Capital Management provides discretionary and non-discretionary investment management to private funds, institutional accounts, separately managed accounts, and high-net-worth individuals. The firm employs a combination of proprietary and third-party model portfolios and offers consolidated wealth reporting, managing a range of investments including ETFs, UCITS, structured products, and emerging-market fixed income.

Teresa Theobald is a financial advisor with Sovereign Wealth Advisors LLC in Houston, TX, holding a Series 66 license and bringing 22 years of industry experience. She has worked at Sovereign Wealth Advisors since 2017 and previously spent five years at RBC Capital Markets. 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 blend of analytical methods and offers comprehensive portfolio management, written financial plans, and access to various sponsored programs.

James Darby II is a CFP® professional with 11 years of experience in financial advisory. He is currently with Adell, Harriman & Carpenter and has previously worked at RBC Capital Markets, UBS Financial Services, and USCA Securities. Adell, Harriman & Carpenter provides customized investment management and financial planning services primarily to high-net-worth individuals and related entities. The firm focuses on discretionary asset management in individual equities, investment-grade bonds, and ETFs, and offers financial counseling on retirement, estate and tax planning, college funding, company stock option matters, and charitable giving.

Santiago Garza is a financial advisor at Alterna Wealth Management, Inc. based in Houston, TX. He holds the Series 66 designation and has one year of industry experience. Prior to joining Alterna Wealth Management and Alterna Securities, he worked at Popeyes Louisiana Kitchen and has also held positions at the University of Houston, Lonestar Community College, and Obra D. Tompkins High School. Alterna Wealth Management provides investment advisory and portfolio management services to individuals, high-net-worth clients, trusts, estates, institutions, and charitable organizations, including a significant client base outside the United States. The firm employs a disciplined, global approach to asset allocation and diversification using dynamic models and combines quantitative analysis, technical methods, and an in-house trading desk in its investment process.

Lingyun Yang is a financial advisor at RHP Wealth Management in Houston, TX, holding a Series 66 designation with less than one year of industry experience. Prior to joining RHP Wealth Management, Yang held roles at Equitable Advisors, LLC and Royal Harbor Partners, LLC, among others. RHP Wealth Management is a five-advisor team managing approximately $345 million in discretionary assets, serving individuals, trusts, estates, charitable organizations, corporations, and other business entities. The firm employs a diversified, tax-aware investment approach with discretionary portfolio management and offers a range of wealth management services including financial planning and retirement plan consulting.

Jorge Figueroa is a financial advisor at Banorte Asset Management, Inc. in Houston, TX, holding a Series 66 designation with two years of industry experience. His work history includes roles at Banorte subsidiaries and Figtree Financial USA. Banorte Asset Management serves individual and high-net-worth clients, particularly those in Latin America, providing discretionary and non-discretionary portfolio management through customized model allocations and a combination of investment vehicles, including a white-label digital advisory platform.

Patricio Esquivel is a financial advisor at Alterna Wealth Management, Inc. in Houston, TX, holding a Series 66 designation. He has one year of industry experience and previously worked at several firms, including SSA Recruitment and Lumicity. Alterna Wealth Management provides investment advisory and portfolio management services to individuals, high-net-worth clients, trusts, estates, institutions, and charitable organizations. The firm employs a disciplined, global approach to asset allocation and diversification, utilizing quantitative analysis, technical methods, and model strategies across various investment styles.

Jonathan Reichek is a CFA® charterholder with 17 years of industry experience. He has been with Brasada Capital Management, LP since 2017 and previously worked at Friedberg Investment Management, Inc. from 2014 to 2017. Brasada Capital Management, LP manages a private pooled investment vehicle and provides discretionary portfolio management for separately managed accounts. The firm serves other financial institutions and advisers through sub-advisory arrangements and offers non-discretionary model portfolios to wrap-fee sponsors, employing a bottom-up, long/short equity investment approach supported by fundamental analysis, quantitative screens, and sector research.

Gonzalo Uribe Rojas is a financial advisor at GBM Wealth Management, Inc. based in Houston, TX. He holds a Series 66 designation and has one year of industry experience. Prior to joining GBM Wealth Management, he worked at GBM International, Inc. and GBM Mexico, and has experience in academic roles at Anahuac University and Ibero University. GBM Wealth Management provides investment advisory and portfolio management services to a diverse client base including individuals, high-net-worth clients, trusts, corporations, and institutional clients. The firm emphasizes customized portfolio construction using fundamental analysis and offers various strategies ranging from conservative to aggressive, serving both U.S. and non-U.S. residents.

Anthony Garcia is a financial advisor at Trinity Legacy Partners, LLC in Houston, TX, holding a Series 66 designation with 16 years of industry experience. He has been with Trinity Legacy Partners since 2012 and is an indirect owner of Trinity Legacy Alternative Strategies, LLC, a subsidiary involved in managing a private pooled investment vehicle. Trinity Legacy Partners is a fee-only, SEC-registered investment adviser serving individuals, trusts, estates, corporations, and charitable organizations. The firm provides discretionary portfolio management, financial planning, and investment consulting, including management of a private options-based fund offered to accredited clients.

William Sutton Jr. is a financial advisor with Portfolio Advisory Council, L.L.C., holding a Series 63 designation and over 42 years of industry experience. He has worked at Mutual Securities, Inc. and Cambridge Investment Research, Inc., and has been with Portfolio Advisory Council since 1986. In addition to his advisory role, he is a licensed real estate broker and manages a bed and breakfast through Almondy Inn Management, LLC. Portfolio Advisory Council, L.L.C. serves individual investors, corporations, pension plans, and charitable institutions by providing financial planning, retirement-plan consulting, and ongoing investment management. The firm follows a growth-and-income investment strategy, utilizing fundamental, technical, and cyclical analyses to construct tailored portfolios managed primarily on a discretionary basis.

Jamie Staggs is a CFP® and Series 66-registered advisor with six years of industry experience. She is currently with Lifestyle Asset Management, Inc. and has previously worked at Cetera Advisors LLC and First Allied Securities, Inc. Jamie also has experience in administrative roles related to financial planning. Lifestyle Asset Management, Inc. advises individuals, retirement plans, trusts, charitable organizations, and other entities, managing approximately $571 million in discretionary assets as of year-end 2025. The firm offers customized portfolio management and financial planning services using a variety of investment approaches, including proprietary and third-party models, and serves as a sub-advisor and model provider to other registered investment advisers.

Louis Hopper is a financial advisor at Horizon Wealth Advisors in Houston, TX, holding a Series 65 designation. He has one year of industry experience, including prior roles at Drumond Wealth Management and Twin Staffing. Horizon Wealth Advisors is an independent, fee-only firm providing comprehensive financial planning and discretionary portfolio management for individuals, trusts, pension plans, and other entities. The firm uses diversified portfolios with mutual funds, ETFs, individual securities, and outside managers, focusing on clients with substantial investable assets.

Richard Kaplan is a financial advisor at Inscription Capital, LLC with 28 years of industry experience. He previously worked at Legacy Asset Securities, Inc. and Legacy Asset Management, Inc. for over two decades before joining Inscription Capital in 2019. Kaplan has served as treasurer of the board for Emery Weiner School and is involved with the Holocaust Museum Houston and Congregation Beth Israel in various non-investment community roles. Inscription Capital serves individual and institutional clients, including high net worth individuals, family offices, trusts, estates, and private foundations. The firm employs a personalized, committee-driven investment process emphasizing fundamental analysis and long-term, diversified allocations across a broad range of asset types, offering both direct management and access to external managers and platforms.