Nicholas Brown is a Certified Financial Planner (CFP®) and Chartered Financial Analyst (CFA®) with 11 years of industry experience. He has been with Granite Harbor Advisors, INC. since 2015 and also works with Granite Harbor Group. Outside of his advisory role, he is a licensed insurance agent and a partner in an insurance-related business. Granite Harbor Advisors serves individual and high-net-worth clients as well as institutional sponsors, providing asset management, financial planning, and retirement plan consulting. The firm manages portfolios using a range of public and private securities and acts as sponsor and adviser to multiple private funds.

Gregory Shaw is a CFP® professional with 17 years of experience in financial advising, currently serving at Granite Harbor Advisors, Inc. since 2016. He holds the Series 66 designation and is based in Houston, TX. Outside of his advisory role, he owns Brazos Property Solutions LLC, a business focused on purchasing, rehabbing, and reselling real estate. Granite Harbor Advisors works with individual and high-net-worth clients as well as institutional sponsors, offering services that include asset management, financial planning, and retirement plan consulting. The firm manages portfolios with a mix of public and private securities and also sponsors multiple private funds managed through related entities.

Edward Rossi is a CFP® with 33 years of industry experience and is currently an advisor at Oak Harvest Investment Services, where he has worked since 2020. His prior experience includes roles at E*TRADE Capital Management, Financial Engines Advisors, Edelman Financial Services, Charles Schwab, and PNC Wealth Management, among others. Rossi is also an insurance agent with Oak Harvest Insurance Services, recommending and selling insurance products including annuities and life insurance. 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 into discretionary asset management across various investment vehicles and also advises the Oak Harvest Long/Short Hedged Equity Fund.

Cameron Mc Ilhenny is a financial advisor at Granite Harbor Advisors, Inc. with four years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at Purshe Kaplan Sterling Investments, Oakwood Capital Securities, and Dock Automotive Group. 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 manages portfolios using a range of public and private securities and sponsors multiple private funds alongside related advisory entities.

Danny Hill is the president of D.H. Hill Advisors, Inc. and holds a Series 63 designation. He has 41 years of experience in the financial services industry, including roles at D.H. Hill Advisors since 1998 and D.H. Hill Securities since 1996. Outside of his advisory work, he is a licensed Texas real estate broker and serves in management roles for several energy-related and private equity companies. D.H. Hill Advisors provides financial planning and portfolio management to individuals, employer-sponsored retirement plans, foundations, and institutional clients. The firm offers a range of services including discretionary and non-discretionary investment management and supports independent Investment Adviser Representatives through two operating platforms that use both tactical asset allocation and a mix of active and passive strategies.

Ryan Christensen is a CFP® and holds a Series 66 license with eight years of industry experience. He has worked at Awaken Wealth Partners LLC since 2026 and previously held roles at Thrivent Financial, Park Avenue Securities, and Guardian Life Insurance Company. In addition to his advisory work, he spends approximately 10% of his time each month engaged in insurance sales. Awaken Wealth Partners is an SEC-registered investment adviser serving individuals, high net worth individuals, estates, and trusts. The firm offers financial planning, discretionary investment management, and retirement plan advisory, managing approximately $237.3 million in discretionary assets with a focus on fundamental analysis and a long-term investment approach.

Chad Schneider is a financial advisor with Oak Harvest Investment Services in Houston, TX, holding Series 63 and Series 65 credentials and has 24 years of industry experience. He previously worked at Private Advisor Group, LLC and Kidwell & Company among other firms. Schneider is also a licensed insurance agent and occasionally offers insurance and annuity products to clients through Oak Harvest Insurance Services, LLC. Oak Harvest Investment Services is a team advisory firm that serves 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 into its discretionary asset management, using a mix of fundamental, technical, and value/cyclical analysis across various investment vehicles.

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.

Shaundra Patterson is a Series 66 licensed financial advisor at Dew Wealth Management with seven years of industry experience. She has previously worked at Divine Wealth Strategies, Cetera Investments, Edward Jones, and Hyundai Capital America. Dew Wealth Management serves individuals and high-net-worth clients, including business owners and charitable organizations, with a comprehensive range of wealth services that combine financial planning, investment management, and coordination of outside professionals. The firm offers both discretionary and non-discretionary investment management and utilizes strategies such as direct-indexing and private investment opportunities.

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.