Jared Pitts is a financial advisor at Lifestyle Wealth with three years of industry experience. He has worked at Lifestyle Asset Management since 2023 and has been an independent insurance agent with GIA Insurance Agency since 2011. Lifestyle Wealth serves individuals, high-net-worth clients, retirement plans, trusts, corporations, and other registered investment advisers. The firm offers personalized portfolio management, financial planning, pension consulting, and sub-advisory services, employing a range of strategies and ongoing portfolio monitoring.

George Ball is a Series 66-licensed advisor at Sanders Morris LLC with 56 years of industry experience. He has worked at SMH Capital Advisors LLC since 2000 and Sanders Morris Harris LLC since 1991. He serves as a director and limited partner of Sewell Development Group LLC. Sanders Morris LLC provides investment advisory and related services to individuals, high-net-worth clients, retirement plan sponsors, trusts, estates, and business entities. The firm implements client strategies primarily through discretionary or non-discretionary wrap-fee programs and uses third-party portfolio managers and platform providers.

Frederick Mecklenburg Sr. is a financial advisor at Robertson Investment Management with 44 years of industry experience. He holds the Series 63 designation and has worked at several firms including Network 1 Financial Securities, Securities America, and First Allied Advisory Services. Robertson Investment Management serves individuals, families, trusts, pensions, banks, and corporations, offering discretionary and non-discretionary portfolio management along with financial planning and corporate finance services. The firm employs a blend of fundamental, technical, and cyclical analysis across multiple equity strategies and incorporates private equity, distressed credit, and other alternative investments.

Zachary Welborn is a financial advisor at Manske Wealth Management, LLC in Houston, TX, holding a Series 65 designation with eight years of industry experience. He has been with Manske Wealth Management since 2014. Manske Wealth Management provides financial planning, consulting, and discretionary investment management services to individuals, trusts, estates, corporations, and business entities. The firm uses a goal-based approach to portfolio construction, incorporating fundamental, technical, and cyclical analysis, and manages approximately $608 million in client assets across a seven-advisor team.

Diane Bambace is a financial advisor at Manske Wealth Management, LLC with six years of industry experience. She holds a Series 65 designation and previously worked at Invesco for four years and Lululemon for five years. Manske Wealth Management provides financial planning, consulting, and discretionary investment management to individuals, trusts, estates, corporations, and business entities. The firm uses a goal-based approach to asset allocation, incorporating fundamental, technical, and cyclical analysis, and manages approximately $608 million in client assets across a seven-advisor team.

Kaitlin Yardley is a CFP® professional with 14 years of experience, currently serving as part of the team at Schaeffer Financial LLC in Houston, TX. She has been with Schaeffer Financial since 2014. Schaeffer Financial serves individuals and families, with a particular focus on federal government employees and foreign nationals holding G-IV visas. The firm provides financial planning, portfolio management, and access to independent third-party portfolio managers, using a process that begins with goal-setting and risk assessment and emphasizes diversified asset allocation and risk management.

Edmund Borgmeier is a financial advisor with Post Oak Private Wealth Advisors in Houston, TX, holding a Series 66 designation and 25 years of industry experience. His career includes roles at Wells Fargo Clearing and UBS Financial Services, as well as operating a sole proprietorship. Outside of advisory work, he is involved in managing a non-investment related business, Belogden Holdings, LLC, alongside his spouse. Post Oak Private Wealth Advisors is a team-based registered investment adviser serving individuals, institutions, trusts, estates, and business entities. The firm manages approximately $391 million across 376 client accounts, employing an investment approach focused on value, safety, quality, and risk control, with offerings that include discretionary portfolio management, financial planning, and access to model and managed-account solutions.

Marium Murphy is a CFP® professional at Post Oak Private Wealth Advisors with four years of industry experience. She previously worked at Mosaic Advisors and Northwestern Mutual and has held roles in education at the University of Houston and Westside High School. Murphy is also an independent insurance agent in a non-investment capacity. Post Oak Private Wealth Advisors serves individuals, institutions, pension and profit-sharing plans, trusts, estates, and business entities, offering portfolio management, financial planning, and educational seminars. The firm emphasizes value, safety, and risk control, utilizing a mix of equities, fixed income, mutual funds, ETFs, options, and multi-asset class strategies selected through a proprietary research process.

David Marion is a CFA® charterholder with 14 years of industry experience. He has worked at Post Oak Private Wealth Advisors since 2025 and previously spent 11 years at Santa Fe Advisors, LLC. Post Oak Private Wealth Advisors serves individuals, including high-net-worth clients, as well as institutions, pension and profit-sharing plans, trusts, estates, and business entities. The firm offers discretionary and non-discretionary portfolio management, financial planning, and educational seminars, managing approximately $282 million in discretionary assets with a focus on value, safety, quality, and risk control.

Patricio Arias Sartorius is a financial advisor with Monex Asset Management, Inc., holding a Series 66 designation and four years of industry experience. He has been with Monex Asset Management since 2023 and has worked at Monex Securities, Inc. since 2020. Outside of his advisory roles, he has experience in academia, having worked at the University of Houston since 2019. Monex Asset Management provides discretionary and non-discretionary investment advisory and consulting services to individuals, high-net-worth clients, corporations, trusts, estates, and charitable organizations. The firm employs a mix of fundamental, technical, and charting analysis across a broad range of products and offers both direct management and sub-advisory services.

Morgan Arriaga is a financial advisor at MDT Financial Advisors, LLC with a Series 66 credential and one year of industry experience. Prior to joining MDT, Morgan worked at Wells Fargo Advisors and has a background in education. MDT Financial Advisors serves individuals, pension plans, charitable organizations, and corporations by providing wealth and investment management, financial planning, and fiduciary services. The firm employs a combination of active and passive investment strategies tailored to clients’ objectives and manages approximately $294 million in discretionary assets.

Kenneth Moffet is a financial advisor at Hourglass Capital, LLC with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Hourglass Capital since 2008. Hourglass Capital provides discretionary separately managed account investment management and consulting services to individuals, trusts, pension and profit-sharing plans, charitable organizations, and certain corporations. The firm employs a multi-method investment process and manages approximately $598 million across about 96 client accounts.

Michael Gorman is a financial advisor at Modern Capital Advisors, LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Liberty Partners Financial Services, LLC since 2015 in addition to his role at Modern Capital Advisors since 2014. Modern Capital Advisors provides financial planning, portfolio and wealth management, and retirement-plan consulting to individuals, including high-net-worth clients, as well as pension and profit-sharing plans, charitable organizations, and corporations. The firm employs a core-and-satellite investment approach with globally diversified portfolios and offers Strategic Portfolio Management strategies using model portfolios or third-party strategists.

Francisco De Borja Echanove Camina is a financial advisor at MMBG Investment Advisors Co. with Series 65 and Series 66 credentials. He has prior experience at Banco Santander International and Banco Santander Spain, spanning from 2015 to 2023. 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 top-down macro analysis with bottom-up fundamental security selection and maintains notable international client relationships and affiliations.

Savannah Krenek is a financial advisor at Post Oak Private Wealth Advisors in Houston, TX, holding a Series 65 designation with four years of industry experience. Her prior experience includes roles at AXA Advisors and Equitable Advisors, as well as a decade in full-time education. Post Oak Private Wealth Advisors serves individuals, including high-net-worth clients, and institutional clients by providing portfolio management, financial planning, and educational seminars. The firm employs a value- and risk-focused investment philosophy and utilizes a combination of in-house management and SEI-sponsored model programs, with a distinctive approach that includes the use of options and derivatives within separately managed accounts.

Arnoldo Porras is a financial advisor with Bulltick Wealth Management, LLC in Houston, TX, holding Series 66 and Series 63 licenses and possessing 26 years of industry experience. His prior work includes roles at Intercam Advisor, Inc., Intercam Securities, IXE Securities, LLC, and Banorte Securities International. He is also affiliated with Bulltick Insurance Agency as an insurance agent. Bulltick Wealth Management serves high-net-worth individuals, trusts, family offices, corporations, and private pooled investment vehicles, offering portfolio management, financial planning, consulting, and real estate advisory services. The firm uses a combined top-down macroeconomic and bottom-up fundamental/technical approach, managing proprietary model portfolios alongside selected external managers.

Donna Behler is a financial advisor with Post Oak Private Wealth Advisors in Houston, TX, holding a Series 63 designation and bringing 23 years of industry experience. She has worked as a sole proprietor from 1998 to 2019 and has been with Post Oak Private Wealth Advisors since 2013. Outside of advisory services, she is also involved in insurance sales and service. Post Oak Private Wealth Advisors serves individuals, including high-net-worth clients, as well as institutions, pension and profit-sharing plans, trusts, estates, and business entities. The firm provides discretionary and non-discretionary portfolio management, financial planning, and educational seminars, employing a value- and risk-focused investment philosophy with a distinctive use of options and other derivatives within separately managed accounts.

Antonio Mariscal Romero is a financial advisor at Monex Asset Management, Inc. in Houston, TX, holding Series 63 and Series 65 credentials with 10 years of industry experience. His prior roles include positions at Monex Securities, Alpha Cubed Investments, and Kanos Capital Management. He serves as a board member for two companies in Mexico: Finzas Atlas, an insurance company, and Grupo Chantilly, a food and bakery products company. 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, combining fundamental, technical, and charting analysis, and utilizes third-party technology and sub-advisory arrangements in managing client portfolios.

Diego Carus Garrido is a CFP® professional with four years of industry experience, currently serving at Monex Asset Management, Inc. He previously worked at Capgor SAPI de CV and Arkafin S.A.P.I. de C.V., SOFOM, E.N.R., and has academic experience from Universidad Anahuac Mexico. He is also a partner with limited involvement in DATTA CONSULTORES EN TECNOLOGICA, a technology-focused investment-related firm in Mexico City. Monex Asset Management serves individuals, corporations, trusts, estates, and charitable organizations, providing discretionary and non-discretionary portfolio management and investment consulting. The firm uses a variety of analytical methods and strategies and incorporates technology partnerships to support portfolio recommendations and account consolidation.

Alfonso Lopez Portillo Martinez is a financial advisor at Monex Asset Management, Inc. based in Houston, TX, with 11 years of industry experience. He holds the Series 66 and Series 63 licenses and has been with Monex-related firms since 2015. Monex Asset Management serves individuals, including high-net-worth clients, as well as corporations, trusts, estates, and charitable organizations, providing discretionary and non-discretionary portfolio management and investment consulting. The firm employs a variety of investment strategies ranging from long-term holdings to short-term trading and uses both proprietary technology and third-party solutions for portfolio management and account consolidation.