Melvin Ehlert Jr. is a ChFC® credentialed financial advisor with 43 years of industry experience, currently with Westpark Wealth ADVISORS, INC. in Houston, TX. He has worked with Westpark Wealth since 2005 and has also been involved with Calton & Associates, Inc. since 2017. In addition to his advisory role, he owns a corporate life and health insurance agency and serves as Vice President on the Board of Trustees for the Brenham Independent School District. He is also a member of the Board of Directors for St. Paul's Christian Day School. 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 range of investment strategies tailored to client objectives and risk tolerance, with many client assets managed on a non-discretionary basis.

Peter Trammell Jr. is a financial advisor at Westpark Wealth Advisors, Inc. in Houston, TX, with 33 years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at IMS Securities, Inc. and Calton & Associates, Inc. Westpark Wealth Advisors provides investment advisory and financial planning services to individuals, trusts, estates, retirement plans, and business entities. The firm employs a variety of strategies including long- and short-term trading, option writing, and utilizes third-party managers, working with clients to align investments with their objectives and risk tolerance.

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.

Garrett Ronning is a financial advisor with Catalyst Wealth Management LLC, holding a Series 66 designation and four years of industry experience. Before joining Catalyst in 2024, he worked at GWN Securities Inc. and Equitable Advisors, LLC. He is also a licensed insurance agent and occasionally offers commission-based products to clients. Catalyst Wealth Management LLC provides portfolio management and retirement-plan services primarily to individuals, high-net-worth clients, and employer retirement plans. The firm manages approximately $105 million in assets for about 9,549 clients, delivering services mainly through turnkey asset management programs and 401(k)/403(b) plan administration on a non-discretionary basis.

Jonathan Lopez is a financial advisor at Public Advisors LLC with four years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Charles Schwab for four years. Outside of his advisory role, he works part-time on weekends as an eStore shopper at H-E-B. Public Advisors primarily serves individual retail investors and certain trusts, corporations, and partnerships through an online platform offering automated, discretionary portfolio management. The firm’s software-driven approach includes customizable Treasury ladders, direct indexing, and AI-constructed custom indexes, with portfolio management executed via its proprietary automated tools.

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.

Austin James is a financial advisor with WJ Interests, LLC, holding a Series 65 credential and beginning his industry career in 2026. His prior experience includes roles at Inscription Capital and various positions outside the financial sector, including at Texas Tech University and Longhorn Steakhouse. WJ Interests, LLC serves individual and high-net-worth families, trusts, estates, retirement plans, and select corporate clients, managing approximately $634 million across about 233 client relationships. The firm focuses on strategic asset allocation using external money managers, emphasizes long-term manager relationships, and offers additional services such as succession and exit planning for closely held business owners.

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.

Dezmond Dixon is a financial advisor at Catalyst Wealth Management LLC in Houston, TX, holding a Series 66 designation. He has one year of industry experience and a diverse work background including roles in education and food service. 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 turnkey asset management programs and focuses on non-discretionary client asset management through specified platforms and a combination of fundamental and technical analysis.

Connie Mack is a financial advisor at Simplevisor with 25 years of industry experience and holds a Series 66 designation. He has worked at RIA Wealth Advisors, LLC and CLARITY FINANCIAL, LLC dba RIA ADVISORS. Outside of advisory roles, he owns and operates Alora Consulting, LLC, a licensed insurance agency. Simplevisor is an SEC-registered online automated investment adviser that offers digital model portfolios to retail and high-net-worth clients. The firm uses a risk-tolerance questionnaire to match clients with one of five portfolio models, which include ETFs, individual stocks, and bonds, and features thematic models such as cryptocurrency and artificial intelligence.

David Coffee is a financial advisor with Westpark Wealth Advisors, Inc. in Houston, TX, holding a Series 66 designation and 28 years of industry experience. He has worked at Westpark Wealth Advisors since 2014 and at Calton & Associates, Inc. since 2018. 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 a variety of strategies, including long- and short-term purchases, trading, option writing, and third-party manager arrangements, often managing assets on a non-discretionary basis where clients approve trades.

Cameron Elafros is a financial advisor at Catalyst Wealth Management LLC with nine years of industry experience. He holds a Series 66 designation and has worked at several firms, including Innovation Partners LLC, GWN Securities, Inc., and Equitable Advisors. He is also a licensed insurance agent. 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 over 9,500 clients. The firm offers services primarily through turnkey asset management programs and 401(k)/403(b) plan administration, employing fundamental and technical analysis within a long-term trading framework.

Michael Spears is a financial advisor at Westpark Wealth Advisors, Inc. in Houston, TX, with 24 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Westpark Wealth Advisors since 2004, alongside prior roles at IMS Securities, Inc. and Calton & Associates, Inc. He also serves as Chief Compliance Officer for Westpark Wealth Advisors and its affiliated insurance agency. Westpark Wealth Advisors serves individuals, trusts, estates, pension and profit-sharing plans, and business entities, offering investment advisory and financial planning services. The firm employs a variety of strategies, including long- and short-term purchases, trading, option writing, and third-party money manager arrangements, tailoring recommendations based on client objectives and risk tolerance.

Jessica Cannella is a Series 65 licensed financial advisor with Oak Harvest Investment Services in Houston, TX, where she has worked since 2018. She has eight years of industry experience and is also associated with Oak Harvest Financial Group since 2010. In addition to her advisory role, she is involved in providing insurance services, including annuities and life, health, and long-term care coverage, through unaffiliated insurance companies. Oak Harvest Investment Services offers portfolio management, financial planning, and retirement plan sponsor services to individuals, families, and high-net-worth clients. The firm manages a range of investment products and conducts periodic reviews to tailor strategies to clients’ goals and risk tolerance.

Michael Thompson is a financial advisor at RWM Capital, LLC with 20 years of industry experience. He holds a Series 66 designation and has held roles at firms including Charles Schwab, Northwestern Mutual, and MassMutual. Thompson is also active as an insurance agent with Roberts Wealth Management. RWM Capital, LLC provides financial planning and fee-based discretionary investment management primarily to individual and high-net-worth clients preparing for or in retirement. The firm employs tailored asset allocations using model portfolios and sub-advisers, supplemented by third-party quantitative algorithms for tactical and strategic rebalancing across multiple offices.

Edward Rossi is a CFP® professional with over 32 years of industry experience. He has been with Oak Harvest Investment Services since 2020 and has prior experience at firms including E*TRADE Capital Management and Edelman Financial Services. Rossi is also an insurance agent affiliated with Oak Harvest Insurance Services, where he recommends and sells insurance products such as annuities and life insurance. 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 assets across various investment vehicles and operates an affiliated insurance agency while advising its own registered mutual fund.

Blake Thompson is a financial advisor with Catalyst Wealth Management LLC in Houston, TX. He holds the Series 66 designation and has been in the industry since 2025. Prior to joining Catalyst, he worked at Innovation Partners LLC and has experience in various roles outside the financial sector. Thompson is also a licensed insurance agent. Catalyst Wealth Management provides portfolio management and advisory services to individual and high-net-worth clients, including retirement plan participants. The firm manages accounts on a non-discretionary basis and focuses on mutual funds, ETFs, fixed income, and REITs, using both fundamental and technical analysis with a long-term trading approach.

Joseph Allison is a financial advisor with Westpark Wealth Advisors, Inc. in Houston, TX, holding CFP® and ChFC® designations and over 30 years of industry experience. He has been with Westpark Wealth Advisors since 2003 and previously worked at Ims Securities, Inc. and Calton & Associates, Inc. Outside of his advisory role, he owns Allison Benefit Consultants, which provides employee benefits, and he is a partner in a personal lines insurance business. Westpark Wealth Advisors serves individuals, trusts, estates, pension and profit-sharing plans, and business entities with investment advisory and financial planning services. The firm employs a variety of investment strategies and often manages client assets on a non-discretionary basis, requiring client approval for trades.

Chad Schneider is a financial advisor with Oak Harvest Investment Services in Houston, TX, holding Series 63 and Series 65 licenses and 24 years of industry experience. He has worked with several firms, including Private Advisor Group and Kidwell & Company, before joining Oak Harvest in 2021. Mr. Schneider is also a licensed insurance agent and occasionally offers clients insurance products through Oak Harvest Insurance Services, LLC. Oak Harvest Investment Services provides portfolio management, financial planning, and retirement plan services to individuals, families, and high-net-worth clients. The firm offers discretionary and non-discretionary management using a variety of investment vehicles and conducts regular reviews and ongoing monitoring tailored to client goals and risk tolerance.

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.