Taylor Rhyne is a Series 65-licensed advisor at JCP Investment Management, LLC with two years of industry experience. Prior to joining JCP in 2024, he worked at EY International Services LLC and Ernst & Young US LLP. He also held roles at Hispania and Amerisave Mortgage Corporation. JCP Investment Management provides discretionary investment management services to high-net-worth clients through pooled investment vehicles, sub-advised funds, and separately managed accounts. The firm employs a combination of fundamental and cyclical analysis along with active trading strategies tailored to each client’s investment agreements.

Robert Dwyer is a CFP® with 19 years of industry experience, currently serving at Heritage Wealth Management since 2023. Prior to this, he worked at Waterway Wealth Management, L.L.C. for 11 years, as well as Chase Investment Services Corp. and Wells Fargo Investments. Heritage Wealth Management offers financial planning, estate-planning facilitation through a third-party platform, and investment advisory services for individuals, high-net-worth clients, and trusts. The firm constructs diversified portfolios using mutual funds, ETFs, and separately managed accounts with a focus on tax efficiency, and it sponsors a wrap fee program.

Zachary Robinson is a financial advisor with Financial Synergies in Houston, TX, holding Series 63 and Series 65 credentials and bringing 11 years of industry experience. His prior work history includes roles at Charles Schwab & Co., Capital One Investing, and Wells Fargo Bank. Financial Synergies serves individuals, retirement plans, trusts, estates, charitable organizations, and businesses with investment management and financial planning services. The firm uses a diversified asset-allocation approach featuring no-load mutual funds, ETFs, and other securities, and is noted for offering performance-based fee arrangements and documented conflict management policies.

Claire Taylor is a financial advisor at Blacktower Financial Management (US) LLC with three years of industry experience. She holds a Series 65 designation and has worked at several firms including St. James's Place Wealth Management Plc and Forth Capital (USA), LLC. Blacktower Financial Management (US) LLC provides financial planning, retirement-plan consulting, and investment advisory services primarily to UK expatriates residing in the United States, focusing on UK pension transfers and ongoing portfolio management. The firm manages assets mainly on a non-discretionary basis, using a range of investment vehicles and third-party managers, and serves clients with specialized pension transfer expertise.

Natan Bondin is a financial advisor at Saxon Financial Group in Houston, TX, holding a Series 65 designation. He has recently begun his career in the financial industry, with prior experience including roles at Saxon Interests, Inc. and a background as a student at Texas A&M University. Saxon Financial Group serves individual and high-net-worth clients, trusts, estates, businesses, and retirement plans by providing investment management, financial planning, and retirement-plan advisory services. The firm employs a primarily long-term investment approach, utilizing model-based and customized portfolios across multiple asset classes and monitors accounts on an ongoing basis.

Jeffrey Thomas is a financial advisor at Arkos Global Advisors, LLC with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Morgan Stanley in various capacities from 2000 to 2017 and at Archetype Wealth Partners since 2017. Outside of his advisory work, he serves as a board member of Medical Bridges and is the stewardship chair at West University Methodist Church. Arkos Global Advisors provides financial planning, consulting, and wealth management services to individuals, trusts, estates, charitable organizations, and business entities. The firm constructs diversified portfolios using fundamental, technical, and cyclical analysis combined with in-house and third-party research, serving both retail and high-net-worth clients.

John Alyo is a financial advisor at Harvest Investment Services, LLC with 25 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Harvest Investment Services since 2011, following a prior tenure at Proequities, Inc. He also serves as the designated principal and office manager at Harvest Financial Planning Group. Harvest Investment Services, LLC offers discretionary and non-discretionary portfolio management, financial planning, and consulting services to a diverse client base including individuals, retirement plans, trusts, and institutions. The firm employs an actively managed tactical investment approach and operates through a multi-advisor team structure across several offices.

Brandon Ivy is a CFP® and Series 66-registered financial advisor with 16 years of industry experience. He has worked at Saxon Financial Group since 2023 and previously spent eight years at Linscomb & Williams, Inc. Saxon Financial Group manages approximately $616 million in client assets through a 12-advisor team, serving individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm offers investment management, financial planning, and retirement-plan advisory services, using model-based portfolios with a range of asset types and a research process grounded in fundamental and cyclical analysis.

Benjamin Fedorko is a financial advisor at Endeavor Advisors, LLC with a Series 65 designation and two years of industry experience. His prior experience includes roles at TRB Wealth Management, The Northern Trust Company, and Gray, Reed & McGraw LLP. Endeavor Advisors serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans with discretionary investment management, family office and wealth management, and standalone financial planning, focusing on long-term strategies that combine fundamental and technical analysis.

Mark Manber is a financial advisor with Investment Research Corp who holds Series 63 and Series 65 licenses and has 40 years of industry experience. He has worked at Investment Research Corp since 2017 and concurrently at World Capital Brokerage, Inc. since 2007. Outside of his advisory role, Manber is a self-employed tax professional during tax season and also works as a customer service representative for United Air Lines. Investment Research Corp provides investment supervisory services, portfolio management, and financial planning to individuals, including high-net-worth clients, as well as institutional clients such as pension plans and charitable organizations. The firm employs a fundamental approach to security analysis and offers a broad range of investment products with both discretionary and non-discretionary management options.

Craig Dawson is a financial advisor at Arkos Global Advisors, LLC in Houston, TX, with 17 years of industry experience. He holds a Series 66 designation and has previously worked at HighTower Advisors LLC, Hightower Securities LLC, and Salient Capital entities. Arkos Global Advisors serves individuals, trusts, estates, charitable organizations, and business entities by providing financial planning, consulting, and portfolio management services. The firm combines fundamental, technical, and quantitative analysis to tailor portfolios and offers discretionary investment management along with ongoing account monitoring and manager due diligence.

Coleman Conkling is a financial advisor with Inscription Capital, LLC in Houston, TX, holding a Series 65 designation and seven years of industry experience. He has worked at Inscription Capital since 2020 and previously at Quantor Capital, LLC and McDowell Hetherington LLP. Outside of his advisory work, he is a partner at JJC Capital, LLC. Inscription Capital provides financial planning and investment management services to individuals, family offices, trusts, estates, private foundations, and retirement plans. The firm employs a long-term, fundamental investment approach with tailored portfolios constructed and monitored by an investment committee.

Madison Carleton is a financial advisor at Heritage Wealth Management in Houston, TX, holding a Series 65 credential. Madison has been with Heritage Wealth Management since 2025 and has prior experience at Bank of America from 2022 to 2025. Heritage Wealth Management offers financial planning, estate-planning facilitation through a third-party platform, and investment advisory services to individuals, high-net-worth clients, and trusts. The firm employs diversified portfolios using mutual funds, ETFs, and separately managed accounts, with a typical minimum advisory relationship at the aggregate family level of $1,000,000.

Daylon Farmer is a financial advisor at Manske Wealth Management, LLC in Houston, TX, holding a Series 65 designation with one year of industry experience. Prior to joining Manske Wealth Management in 2025, he worked at Caddiemaster for three years. Manske Wealth Management offers financial planning, consulting, and discretionary investment management to individuals, trusts, estates, corporations, and business entities. The firm manages approximately $608 million in client assets across a seven-advisor team, using a goal-based approach and a combination of fundamental, technical, and cyclical analysis to construct tailored portfolios.

Alexander Baker is a financial advisor at Burke Wealth Management, LLC in Houston, TX, with two years of industry experience. Prior to his advisory role, he was the owner and employee of Baker Anesthesia Services LLC and held medical positions at Albany Medical Center, Anesthesia School, and Ochsner Medical Center. Burke Wealth Management provides discretionary portfolio management primarily to individual and high-net-worth clients, as well as trusts, retirement plans, charitable organizations, and other investment advisers. The firm’s investment approach focuses on a concentrated, long-term strategy targeting high-quality, large-cap growth companies combined with corporate bonds in its Balanced Growth option, and it also sponsors and sub-advises a registered ETF.

Luis Jimenez Perez is a financial advisor at MMBG Investment Advisors Co. with a Series 65 credential and one year of industry experience. Prior to joining MMBG, he worked for Banco Santander International for seven years and Banco Santander Mexico for six years. MMBG Investment Advisors Co. provides discretionary investment management and limited financial planning to individuals, businesses, and institutional investors, managing approximately $2.46 billion in discretionary assets. The firm employs a global investment approach that combines macro analysis with fundamental security selection, offering customized portfolios that include equity and fixed-income holdings tailored to client objectives.

Leonard Golub is a CFA® charterholder with 18 years of industry experience. He is affiliated with New Capital Management, LP and has worked at Dove Partners, Ltd. since 1997. New Capital Management LP provides fee-only investment and wealth management services primarily for families, individual investors, trusts, businesses, charitable foundations, and pension plans. The firm employs broadly diversified portfolios combining passive and active strategies and offers integrated financial planning services.

Ryan Sleeper is a CFP® certificant with 15 years of experience in the financial services industry. He currently works at The Clarus Group and has previously been affiliated with Kingswood Capital Partners and Raymond James Financial Services. The Clarus Group provides wealth management and discretionary investment management to individuals, trusts, estates, businesses, and retirement plans. The firm employs customized investment models primarily using ETFs and mutual funds, with a generally long-term approach, and offers additional services including estate planning document generation.

Brett Carleton is a CFP® and ChFC® with 36 years of experience in financial advising. He has been with Heritage Wealth Management in Houston, TX, since 2002, following 12 years at Lutheran Brotherhood Securities Corp. Heritage Wealth Management provides financial planning, estate-planning facilitation via a third-party platform, and investment advisory services for individuals, high-net-worth clients, and trusts. The firm focuses on diversified portfolios using mutual funds, ETFs, and separately managed accounts for tax efficiency, and it offers a sponsored wrap fee program.

Luis Osawa Guerrero is a Series 66-licensed financial advisor at Monex Asset Management, Inc. in Houston, TX, with five years of industry experience. He has been with Monex Asset Management since 2022 and previously worked at Monex Securities and the University of St Thomas. Monex Asset Management serves individuals, including high-net-worth clients, as well as corporations, trusts, estates, and charitable organizations, offering discretionary and non-discretionary portfolio management and investment consulting. The firm employs a variety of investment strategies and relies on sub-advisory and technology partnerships to support its services.