Terence King is a financial advisor at Managed Financial Services Corp Inc with six years of industry experience. He holds a Series 65 designation and has worked at his current firm since 2019, following seven years at Phoenix Group Metals. 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 process and proprietary tools to tailor investments to client objectives and risk tolerance.

Armir Zeneli is a financial advisor with RWM Capital, LLC, holding Series 63 and Series 65 licenses and five years of industry experience. He has worked at firms including The Vanguard Group and Wells Fargo, and was involved with Illyrian Autoworks, LLC from 2021 to 2023. RWM Capital, LLC, operating as Roberts Wealth Management, provides financial planning and fee-based discretionary investment management primarily to individual and high-net-worth clients preparing for or in retirement. The firm uses tailored asset allocations, model portfolios, sub-advisers, and algorithmic tools to manage approximately $222 million across multiple offices.

Troy Sharpe is a CFP® with 11 years of industry experience and is affiliated with Oak Harvest Investment Services in Houston, TX. He has held leadership roles at multiple Oak Harvest entities since 2010 and also manages his own consulting firm. Sharpe serves as president of Oak Harvest Financial Group, a holding company, and Oak Harvest Insurance Services, an insurance agency. Oak Harvest Investment Services provides portfolio management, financial planning, and retirement plan sponsor services to individuals, families, and high-net-worth clients. The firm offers both discretionary and non-discretionary management, utilizing a range of investment vehicles including mutual funds, ETFs, equities, and fixed-income securities, with ongoing account monitoring and periodic reviews.

Christopher Behan is a financial advisor with RIA Advisors in Houston, TX, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His prior roles include positions at Charles Schwab & Co. from 2008 to 2021 and Haven Wealth Group in 2021. Outside of his advisory work, he assists with his wife's consulting business, which focuses on improving individual and team performance using the DISC model of human behavior. RIA Advisors provides fee-based portfolio management and financial planning to individual clients, charitable organizations, small businesses, and tax-qualified 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.

Christopher Myrick is a financial advisor at Oak Harvest Investment Services in Houston, TX, holding a Series 65 designation with eight years of industry experience. He has been with Oak Harvest Investment Services since 2016 and is also associated with Oak Harvest Financial Group since 2013. Oak Harvest Investment Services provides portfolio management, financial planning, and retirement plan sponsor services to individuals, families, and high-net-worth clients. The firm offers both discretionary and non-discretionary management, constructing investment programs tailored to client goals using mutual funds, ETFs, equities, and fixed-income securities, and manages an affiliated long/short hedged equity mutual fund.

James Mc Farland is a financial advisor at Oak Harvest Investment Services in Houston, TX, holding a Series 65 designation 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 provides portfolio management, financial planning, and consulting services to individuals, families, high-net-worth clients, and retirement plan sponsors. The firm manages individual accounts and an open-end mutual fund, employing both long-term and short-term trading strategies across multiple investment vehicles.

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.

Christopher Alden is a financial advisor with Kingwood Investment Group in Kingwood, TX, holding a Series 66 designation and six years of industry experience. He previously worked at NEXT Financial Group from 2016 to 2024. Kingwood Investment Group is a registered advisory team serving individual and high-net-worth clients, managing approximately $126.5 million across 244 client relationships. The firm offers discretionary portfolio management, financial planning, and advisory oversight, utilizing tailored investment strategies, sub-advisors, and participant account management for defined contribution plans.

Peter Trammell Jr. is a financial advisor at WESTPARK WEALTH Advisors, Inc. with 33 years of industry experience. He holds the Series 65 and Series 63 designations. His prior experience includes over two decades 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 offers a variety of investment strategies and emphasizes client involvement in trade approvals, managing many relationships on a non-discretionary basis.

Alexandra Merz is a financial advisor with Skybound Wealth USA in Houston, TX. She holds Series 65 and Series 63 licenses and has one year of industry experience. Prior to joining Skybound, she worked at Vie International for nine years and Solara Energy Ltd. for four years. 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 manages most client assets on a non-discretionary basis.

Cynthia Elaine Schlanger is a financial advisor with Onyx Bridge Wealth Group LLC, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. Her prior roles include positions at SAGEPOINT FINANCIAL, Harman Wealth Management, and Save Advisers LLC. She also operates Schlanger Consulting LLC, providing business development and compliance consulting outside of investment services. Onyx Bridge Wealth Group serves individuals, trusts, pension and profit-sharing plans, and corporate entities, offering discretionary and non-discretionary asset management, financial planning, and retirement plan consulting. The firm employs asset-allocation strategies across ETFs, mutual funds, and alternative investments, with ongoing portfolio reviews tailored to clients’ goals and risk tolerances.

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 Series 65–licensed financial advisor with FCA Corp in Houston, TX, where he has worked since 2008. He has 17 years of industry experience. In addition to his advisory role, Levay is general counsel for First Commonwealth Holdings Corp. and operates a private law practice, both unrelated to investment activities. 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 serves as adviser to both pooled private entities and registered open-end funds.

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 with Oak Harvest Investment Services, where he has worked since 2023. Prior to joining Oak Harvest, he spent 27 years at Invesco. Outside of his advisory role, he serves as Chief Financial Officer at Cement Crafters LLC, providing advice to a furniture manufacturing company started by his family. Oak Harvest Investment Services provides portfolio management, financial planning, and consulting to individuals, families, and high-net-worth clients, as well as retirement plan sponsor services. The firm manages individual accounts and an open-end mutual fund, employing a range of investment strategies including mutual funds, ETFs, equities, fixed income, and algorithmic trading.

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.