Joseph Allison is a CFP® and ChFC® with 30 years of experience in the financial services industry. He has worked at Westpark Wealth Advisors, Inc. since 2003 and has been affiliated with Calton & Associates, Inc. since 2017. Outside of his advisory work, he owns and operates Allison Benefit Consultants, providing employee benefits services, and is a partner in Alisson P & C LLC, which offers personal lines insurance. Westpark Wealth Advisors serves individuals, trusts, estates, pension and profit-sharing plans, and businesses, offering investment advisory and financial planning services. The firm employs a variety of investment strategies and often manages assets on a non-discretionary basis, requiring client approval for trades.

Christina Doherty is a financial advisor with FCA Corp in Houston, TX, holding a Series 65 designation and six years of industry experience. Before joining FCA Corp, she spent seven years at Deloitte Tax LLP. She serves as treasurer for First Commonwealth Holdings Corp., the parent company of FCA Corp. FCA Corp provides portfolio management, financial planning, and consulting services to individuals, managed entities, and open-end investment companies. The firm emphasizes fundamental and macroeconomic analysis to create customized portfolios and also serves as adviser to the Commonwealth International Series Trust.

Joshua Coughran is a financial advisor with Titan Retirement Advisors LLC, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He has been with Titan Retirement Advisors since 2012 and is also involved in real estate brokerage through Coughran Commercial, Inc., which he has managed since 2004. Titan Retirement Advisors serves individuals, high-net-worth clients, corporate retirement-plan sponsors, and trusts, providing portfolio management and a range of retirement-plan services. The firm employs strategic and tactical asset-allocation techniques primarily through ETFs and mutual funds and emphasizes ERISA fiduciary services with a small advisory team managing a large discretionary asset base.

Peter Parlapiano is a financial advisor at Franklin, Parlapiano, Turner & Welch LLC with 12 years of industry experience. He holds a Series 65 designation and has been with the firm since 2012. Located in Houston, TX, he works as part of a five-advisor team. Franklin, Parlapiano, Turner & Welch LLC serves high-net-worth individuals, trusts, and estates, offering fee-only asset management and comprehensive financial planning. The firm follows a structured investment process using model allocations and fundamental analysis and manages approximately $811 million in discretionary assets across about 104 client relationships.

Jack Lamb is a financial advisor at Skybound Wealth USA with eight years of industry experience. He holds a Series 65 designation and has worked at several firms, including Brite Advisors USA, Inc. and Devere USA Inc. Outside of his advisory role, no additional activities were noted. Skybound Wealth USA serves individuals, families, and internationally mobile clients by providing investment management, financial planning, and cross-border pension advice. The firm employs a centralized investment governance framework and frequently manages assets on a non-discretionary basis, with a focus on UK pension transfers and estate planning coordination.

Tam Nguyen is a financial advisor at Granite Harbor Advisors, INC. in Houston, TX. He holds a Series 63 designation and has been active in the industry since 1991 through Tom Nguyen & Associates. Tam joined Granite Harbor Advisors in 2026. 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 sponsors multiple private funds and uses a range of public and private securities in portfolio construction, incorporating both traditional and alternative investment strategies.

Carla Smart is a financial advisor at Skybound Wealth USA with two years of industry experience. She holds a Series 65 designation and has been with Skybound Wealth Management entities since 2013. 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 employs a centralized investment governance framework and primarily manages client assets on a non-discretionary basis.

Harrison Mansfield is a financial advisor at Catalyst Wealth Management LLC in Houston, TX. He holds a Series 66 designation and has been in the industry since 2026. Prior to joining Catalyst Wealth Management, he held roles at Innovation Partners LLC, Jet Waste Services, and worked in educational settings including Texas A&M University and Blinn College. 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 about 9,549 clients. The firm primarily operates through turnkey asset management programs and plan administration, emphasizing a non-discretionary advisory role and using fundamental and technical analysis within a long-term trading approach.

Nathan Messier is a Series 66-licensed advisor with Catalyst Wealth Management LLC in Houston, TX. He has one year of industry experience, including roles at Innovation Partners LLC and several prior positions in education and business. 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 about 9,549 clients. The firm uses specified turnkey asset management programs and custodial platforms, combining fundamental and technical analysis with a long-term trading approach.

Samuel Bargainer is a financial advisor with Catalyst Wealth Management LLC in Houston, TX. He holds a Series 66 designation and has two years of industry experience. His previous roles include working at Innovation Partners LLC and involvement with My Event Angels. 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 about 9,549 clients. The firm primarily utilizes turnkey asset management programs and 401(k)/403(b) plan administration, delivering advisory services with a focus on documented client objectives and both fundamental and technical analysis.

Frank Marrone is a CFP® and Series 66-registered financial advisor with 21 years of industry experience. He is currently with RIA Advisors in Houston, TX, where he has worked since 2018, following prior roles at Fieldstone Financial Management Group and RIA Wealth Advisors. He is also an agent with RIA Insurance Agency LLC. RIA Advisors provides fee-based investment management and financial planning to individuals, including high-net-worth clients, and institutional retirement plans. The firm combines fundamental and technical analysis within a Modern Portfolio Theory framework and offers additional services such as fiduciary consulting and participant education for ERISA-qualified plan sponsors.

Cody Bauer is a financial advisor with Westpark Wealth Advisors, Inc. based in Houston, TX, holding Series 63 and Series 65 credentials and bringing 20 years of industry experience. He has worked with Calton & Associates, Inc. since 2017 and was previously associated with Ims Financial Advisors, Inc. and Ims Securities, Inc. Bauer serves on the Board of Directors for the Winnie Area Chamber of Commerce. 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 various investment strategies and works with clients to define objectives and risk tolerance, managing many client assets on a non-discretionary basis.

Leonard Claus is a financial advisor with WESTPARK WEALTH Advisors, Inc. in Houston, TX, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has worked at Westpark Wealth Advisors since 2019, Calton & Associates since 2017, and Ims Securities from 2001 to 2017. Claus serves as President and Chairman of the Board for the Alternate Health Decisions Foundation, a nonprofit focused on education about managing disease through diet. Westpark Wealth Advisors offers investment advisory and financial planning services to individuals, trusts, estates, pension and profit-sharing plans, and business entities. The firm employs a variety of strategies, including long- and short-term purchases, trading, option writing, and third-party manager arrangements, working closely with clients to tailor portfolios to their objectives and risk tolerance.

John Pessarra is a financial advisor at Encompass Advisory Services, LLC with 23 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Encompass, he worked at Lakewood Capital Management, Inc. for 16 years and has been involved with ZB Products, LP since 2019 as Director of Production and Strategic Sales Manager at Zoombang, a company that produces protective performance undergarments for professional sports leagues. Encompass Advisory Services is a team-based registered investment adviser serving individuals, business entities, retirement plans, trusts, and charitable organizations. The firm provides financial planning, investment and wealth management, and estate-document facilitation, utilizing both discretionary and non-discretionary portfolio management with allocations across mutual funds, ETFs, individual securities, and private placements.

Daniel Mcmillan is a financial advisor with Early McClintic & McMillan, LLC, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He has been with Early, McClintic & McMillan since 2017 and has worked at Raymond James Financial and its affiliates since 1999. In addition to his advisory role, he is licensed to sell insurance products through unaffiliated companies and receives commission-based compensation for these sales. Early McClintic & McMillan provides financial planning, portfolio management, pension consulting, and third-party manager selection to individuals, families, retirement plan sponsors, and foundation trustees. The firm combines quantitative and qualitative analysis in its investment process and integrates with the Raymond James RJCS/RJA platform to offer wrap-fee SMA solutions and related services.

Ian Mcclintic is a CFP® professional with 13 years of experience, currently serving as an advisor at Early McClintic & McMillan, LLC since 2017. He has a background that includes roles at Raymond James Financial Services Advisors and Raymond James Financial Services, Inc. Mcclintic is also licensed to sell insurance through unaffiliated companies, receiving commission-based compensation for that activity. Early McClintic & McMillan, LLC serves individuals, families, high-net-worth clients, retirement plan sponsors, and foundation trustees, offering portfolio management, financial planning, and pension consulting. The firm employs a combination of quantitative and qualitative analysis to tailor investment strategies and utilizes third-party managers and model portfolios, managing approximately $570 million across about 632 client relationships.

John Parlapiano 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 2013. 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 uses a structured client intake process and applies fundamental analysis to select investments across several model allocations, managing approximately $811 million in discretionary assets.

Scott Hansen is a financial advisor with Encompass Advisory Services, LLC in Katy, TX, holding Series 66 and Series 65 credentials and 22 years of industry experience. Prior to joining Encompass in 2022, he was with Allstate Insurance Company for seven years. Hansen is also involved in small business consulting and operates as an independent insurance agent, focusing on life insurance and long-term care products. Encompass Advisory Services is a team-based registered investment adviser serving individuals, businesses, retirement plans, trusts, and charitable organizations. The firm provides financial planning, investment and wealth management, and estate-document facilitation through a third-party platform, with portfolios constructed using mutual funds, ETFs, individual securities, and, when appropriate, private placements.

Peter Fitzgerald is a financial advisor with Westpark Wealth Advisors, Inc. in Houston, TX, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Westpark Wealth Advisors since 1995 and also worked with Calton & Associates from 2017. Outside of his advisory role, he owns Fitzgerald Financial LP, where he serves as an agent shopping for traditional life insurance, and acts as an agent for Securance Corp Group Health Plans. 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 various investment strategies including long-term and short-term trading, option writing, and third-party manager arrangements, with many client assets managed on a non-discretionary basis.

Richard Rosso is a CFP® professional with 27 years of experience in the financial services industry. He is currently with RIA Advisors in Houston, TX, where he has worked since 2012. Rosso is also a member of RIA Global Research LLC dba SimpleVisor, a registered robo investment adviser, and holds a 30% ownership stake in RIA Insurance Agency LLC. 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.