Kevin La Mont is a financial advisor with SB Advisory, LLC, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. His prior roles include positions at Prime Capital Investment Advisors, LLC, 20/20 Capital Management, Inc., and RB Capital Management, LLC. La Mont is also an insurance agent involved in the sale and service of insurance products. SB Advisory, LLC is an SEC-registered multi-team firm serving individuals, businesses, and retirement plans with portfolio management, financial planning, and access to third-party manager programs. The firm primarily provides non-discretionary investment advice, utilizing mutual funds, ETFs, individual equities, and outside managers through fundamental, technical, and qualitative analyses.

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.

Jared Machen is a CFP® and holds a Series 65 license with seven years of industry experience. He currently works at Brownlee Wealth Management in Houston, TX, where he has been since 2020. Prior to this, he was employed at Black River Capital, LLC, Hill Investment Group, and Boston Mountain Money Management, Inc. Outside of his advisory role, Machen serves as a managing member of New Planner Collective, LLC, where he creates coursework and produces content. Brownlee Wealth Management serves individual, high-net-worth, and corporate clients, focusing on employees of large energy companies. The firm employs a primarily passive, tax-aware investment approach guided by Modern Portfolio Theory and uses non-standard fee arrangements rather than percentage-of-assets billing.

Sarah Dolan is a CFA® charterholder with eight years of experience in the financial industry. She has worked at Childress Capital Advisors, LLC since 2020 and previously held roles at BBVA Securities Inc. and Compass Bank. Dolan is based in Houston, TX, and holds a Series 66 license. Childress Capital Advisors is an SEC-registered firm managing approximately $826 million across 327 client accounts with a five-advisor team. The firm offers discretionary investment management, financial planning, and consulting services for individuals, high-net-worth clients, trusts, and institutions, employing a blend of fundamental, technical, and relative-strength analysis alongside both active and passive strategies.

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.

Christopher Perras is a CFA® and ChFC® with 12 years of industry experience. He has worked at Oak Harvest Investment Services since 2018 and previously held roles at Mosaic Advisors, Merrill, and as a self-employed trader. Outside of advisory work, he is involved with Oak Harvest Insurance Services, 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, and consulting services. The firm manages client accounts on a discretionary basis, employing a combination of fundamental, technical, and value/cyclical analysis, and also advises the Oak Harvest Long/Short Hedged Equity Fund.

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.

Larisa Kutac is a financial advisor with Oak Harvest Investment Services based in Houston, TX. She holds a Series 65 designation and has been with Oak Harvest Financial Group since 2017. Her prior work includes roles at White House Black Market and Sona Med Spa. 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 services. The firm manages client accounts using a combination of fundamental, technical, and value/cyclical analysis across various asset classes and is notable for advising the Oak Harvest Long/Short Hedged Equity Fund and providing investor education through seminars and online content.

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.

Dustin Humrich is a ChFC® credentialed advisor with nine years of industry experience. He is currently with Oak Harvest Investment Services and Oak Harvest Financial Group, both since 2022, and has prior experience at Bank of America, Merrill Lynch, Vanguard Inc., and other firms. Outside of his advisory work, he is involved part-time in selling residential solar energy systems through a for-profit business. 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 in its discretionary asset-allocation process and advises the Oak Harvest Long/Short Hedged Equity Fund.

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.

Jonathan Hoyme is a CFP® professional with 32 years of industry experience, currently serving as an advisor at Awaken Wealth Partners LLC. His prior roles include extensive tenure at Thrivent Financial and associated subsidiaries from 2002 to 2026, as well as positions at Purshe Kaplan Sterling Investments. Outside of advisory work, he is a co-owner of an LLC that manages budgeting and bookkeeping activities related to his business operations and is licensed to sell fixed insurance products. Awaken Wealth Partners is an SEC-registered investment adviser serving individuals, high net worth clients, estates, and trusts. The firm offers financial planning, discretionary investment management, and retirement plan advisory, tailoring portfolios primarily through fundamental analysis and a long-term investment approach while utilizing external managers when appropriate.

Anthony Sumrall is a financial advisor at Managed Financial Services Corporation, Inc. in Houston, TX, holding Series 63 and Series 65 credentials with 15 years of industry experience. He has been with Managed Financial Services Corporation, Inc. since 2007. Managed Financial Services Corporation, Inc. provides discretionary and non-discretionary portfolio management to individuals, employer-sponsored retirement plans, and institutional clients. The firm focuses on mutual funds and annuity products, applying a committee-driven investment process and tailored asset allocation aligned with clients’ objectives and risk tolerance.

Tavis Parkerson Jr. is a financial advisor at Oak Harvest Investment Services in Houston, TX, with four years of industry experience. He holds Series 63 and Series 65 designations and has worked at Oak Harvest Investment Services and Newedge Securities Inc., among other firms. 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 services. The firm manages client accounts on a discretionary basis, employing fundamental, technical, and value/cyclical analysis, and offers educational seminars and community-college courses as part of its investor education efforts.

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.

Joi Murphy is a financial advisor at Managed Financial Services Corp Inc in Houston, TX, holding a Series 63 designation with 27 years of industry experience. She has been with Managed Financial Services, Inc. since 1999. Managed Financial Services Corporation, Inc. provides discretionary and non-discretionary portfolio management to individuals, employer-sponsored retirement plans, and institutional clients. The firm focuses on mutual funds and annuity products, using a formal, committee-driven manager selection and monitoring process tailored to client objectives and risk tolerance.

Tatum Arther is a financial advisor with Oak Harvest Investment Services in Houston, TX, holding a Series 66 credential and one year of industry experience. Prior to joining Oak Harvest, Arther worked at MML Investors Services LLC and Mass Mutual Life Insurance Company/SFG. 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 services. The firm integrates financial planning, risk profiling, and regular portfolio monitoring into its investment approach across various asset classes and also acts as investment adviser to an open-end mutual fund.

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.

Courdney Williams is a financial advisor at CreativeOne Wealth, LLC with 11 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Noetic Wealth Strategies, Caitlin John Private Wealth Management, and New York Life. Williams also serves as a Wealth Advisor with CPA firms Kirk, Summa & Co and Gold Standard CPA. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, retirement plan consulting, and sub-advisory services to individuals, corporations, charitable organizations, and other RIAs. The firm uses a blend of proprietary ETF-based core models, third-party managers, and option-based strategies, supporting tailored suitability assessments and regular portfolio rebalancing.