James Ratliff is a CFP® and ChFC® with 20 years of industry experience, currently serving at RIA Advisors. His prior work includes roles at RIA Global Research LLC, RIA Wealth Advisors, LLC, Clarity Financial, LLC, and J.P. Morgan Securities LLC. He is an owner of SimpleVisor, a registered SEC robo investment adviser. RIA Advisors provides fee-based portfolio management and financial planning to individuals, charitable organizations, small businesses, and tax-qualified retirement plans. The firm manages approximately $1.53 billion in client assets and employs a blended investment approach incorporating fundamental and technical analysis, value investing, and Modern Portfolio Theory.

Sunkee Wong is a financial advisor at Catalyst Wealth Management LLC in Houston, TX, holding a Series 66 designation with less than one year of industry experience. Prior to joining Catalyst, Wong held positions in various companies including Innovation Partners LLC and Amvine Inc. Catalyst Wealth Management LLC serves individuals, high-net-worth clients, and employer retirement plans, managing approximately $105 million in assets for about 9,549 clients. The firm focuses on portfolio management and retirement-plan services delivered primarily through turnkey asset management programs and 401(k)/403(b) plan administration with a non-discretionary management approach.

Antonio Castillo is a CFP® and holds a Series 65 license with four years of industry experience. He has worked at Goodman Financial Corporation since 2023 and previously held roles at RWM Capital, Bellaire Capital Management, and Garrett Investment Advisors. Before entering the financial advisory field, he spent 14 years at CEMEX Inc. Goodman Financial Corporation provides discretionary investment management and supplemental financial advisory services to individuals, trusts, endowments, corporations, and retirement plans. The firm manages approximately $865 million across 275 client relationships using a customized, risk-aware investment process that emphasizes direct equity and bond purchases combined with fundamental and macroeconomic research.

Casey Wolff is a financial advisor at The Advisory Resource Group, LLC with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including SII Investments and Compass Pointe Financial, LLC. Wolff is based in Houston, TX. The Advisory Resource Group serves individuals, high-net-worth clients, retirement plans, trusts, and other entities, offering investment management and financial planning services. The firm uses a team-based research process and constructs portfolios from mutual funds, ETFs, and individual securities, managing approximately $809 million across about 712 client relationships.

Craig Sims Jr. is a financial advisor with WESTPARK WEALTH Advisors, Inc. in Houston, TX, holding a Series 65 designation and seven years of industry experience. He is also the owner of Sims & Co., a CPA firm he established in 1995. Westpark Wealth Advisors provides investment advisory and financial planning services to individuals, trusts, estates, pension and profit-sharing plans, and business entities. The firm uses a variety of strategies, including long- and short-term trading, option writing, and third-party manager arrangements, with a tailored approach based on clients’ objectives and risk tolerance.

Keith Fenstad is a CFP® professional with 12 years of industry experience, currently serving at Tanglewood Total Wealth Management, Inc. in Houston, TX. He has been with the firm since 2002, contributing to its team of nine advisors. Tanglewood Total Wealth Management serves individuals, high-net-worth clients, and institutional and retirement-plan clients, offering discretionary portfolio management alongside wealth-planning services. The firm employs a customized asset-allocation process using mutual funds, ETFs, and individual bonds, providing regular performance reporting and accommodating client-directed strategies such as tax-aware accounts and targeted gold allocations.

Hunter Coday is a CFP® with five years of industry experience, currently serving as an advisor at Goodman Financial Corporation. He has worked at Goodman Financial since 2020 and previously spent time at The Financial Advisory Group, Inc. in 2019. Goodman Financial Corporation provides discretionary investment management and targeted financial advisory services to individuals, trusts, estates, endowments, corporations, and pension plans. The firm emphasizes a fundamental, bottom-up investment process with customized portfolios largely focused on individual equities and bonds to enhance tax efficiency and income predictability.

Patrick Smith is a financial advisor at Lavaca Capital, LLC with 16 years of industry experience. He holds a Series 66 designation and has previously worked at Raymond James and Associates. Lavaca Capital provides investment advisory and sub-advisory services to a selective client base that includes asset managers, registered investment advisers, family offices, high-net-worth individuals, and institutional investors. The firm employs a flexible investment approach across equities, fixed income, and derivatives, with a focus on option strategies for both hedging and return generation.

Kumar Patel is a financial advisor at Skybound Wealth USA with a Series 65 designation and two years of industry experience. Prior to joining Skybound Wealth USA, he worked in technology and consulting roles at firms including nCino and ComplyAdvantage. Skybound Wealth USA serves individuals, families, and internationally mobile clients with investment management, financial planning, and specialized cross-border pension advice, including UK pension transfers. The firm emphasizes a centralized investment governance framework and primarily provides non-discretionary advice while maintaining international affiliations and a suite of related financial services.

Neeraj Hingorani is a CFP® and CFA® with one year of experience at Scott & Selber, Inc. Capital Management. He has been involved with Gramercy Asset Management LLC since 2014 and serves as a managing member overseeing property management operations unrelated to investment activities. Scott & Selber, Inc. Capital Management provides discretionary portfolio management to individuals, high-net-worth clients, corporate pension and profit-sharing plans, charitable institutions, foundations, and endowments. The firm focuses on publicly traded securities, applying fundamental research and an internal buy-and-sell model to guide investment decisions.

Benjamin Presley is a financial advisor with Catalyst Wealth Management LLC in Houston, TX. He holds a Series 66 designation and is in his first year in the industry. Prior to joining Catalyst, Presley has worked in various roles including positions at BlueFrog Plumbing and Drain of NorthEast Houston and Innovation Partners LLC. Catalyst Wealth Management serves individuals, high-net-worth clients, and employer retirement plans, managing approximately $105 million across about 9,549 clients. The firm provides portfolio management and retirement-plan services through turnkey asset management programs and 401(k)/403(b) plan administration, primarily on a non-discretionary basis, using fundamental and technical analysis combined with a long-term trading approach.

Nicole Pachar is a financial advisor with MDX Wealth Management in Missouri City, TX, holding Series 63 and Series 65 licenses and 12 years of industry experience. She has worked at Callaway Financial Services Inc, doing business as Synergy Securities, and has been with MDX Wealth Management since 2012. Outside of advising, she is the owner of Pachar Consulting LLC and also works as a contractor for a non-investment-related firm. MDX Wealth Management serves individual clients, including high-net-worth households, as well as trusts, foundations, corporations, and retirement plans. The firm provides wealth management and portfolio management with a fundamental research approach, offering both discretionary and non-discretionary services across multiple asset classes.

Derek Sensenig is a CFP® and ChFC® with 15 years of experience in financial advising. He is currently with Encompass Advisory Services, LLC and has held previous roles at Kansas State University, The Leaders Group Inc, AE Wealth Management, and Roberts Wealth Management. He teaches masters and PhD level courses at Kansas State University and has published peer-reviewed articles for various journals. Additionally, he provides consulting services for a Porsche North America road race team. Encompass Advisory Services is a team-based registered investment adviser serving individuals, business entities, retirement plans, trusts, and charitable organizations with a range of financial planning, investment, and wealth management services. The firm uses fundamental, technical, and cyclical analysis to construct portfolios and offers both discretionary and non-discretionary management, along with estate-document facilitation and insurance products through licensed agents.

Raul Chapa Ugalde is a financial advisor at Alterna Wealth Management, Inc. with four years of industry experience. He holds the Series 66 designation and previously worked at Credit Suisse AG and Credit Suisse Asesoria Mexico. He is also a minority owner of a Mexican venture capital company, Grupo DOSCEROQUINCE SA de CV. Alterna Wealth Management provides investment advisory and portfolio management services to individuals, high-net-worth clients, trusts, estates, institutions, and charitable organizations, with a significant portion of its client base outside the United States. The firm employs a disciplined, global approach to asset allocation and diversification using dynamic models and combines quantitative analysis, technical methods, and an in-house trading desk in its investment process.

John Ross is a financial advisor at Goodman Financial Corporation in Houston, TX, holding a Series 65 designation. He has been with Goodman Financial since 2026 and previously worked at Talascend LLC for 11 years. Goodman Financial Corporation offers discretionary investment management and financial advisory services to individuals, trusts, estates, endowments, corporations, and pension plans. The firm employs a fundamental, bottom-up investment approach focused on customized portfolios with direct holdings in equities and bonds, emphasizing tax efficiency and predictable income.

Emilio Mejia is a financial advisor with Alterna Wealth Management, Inc. in Houston, TX, holding a Series 66 designation and possessing 25 years of industry experience. He has worked extensively with Actinver Securities and Actinver Wealth Management since 2008. Alterna Wealth Management provides investment advisory and portfolio management services to individuals, high-net-worth clients, trusts, estates, institutions, and charitable organizations. The firm employs a disciplined global approach to asset allocation and diversification, utilizing dynamic models and combining quantitative analysis, technical methods, and an in-house trading desk.

Pamela Reynoso is a financial advisor with GBM Wealth Management, Inc. in Houston, TX, holding Series 63 and Series 66 credentials and bringing 22 years of industry experience. Her career includes roles at Portafolio Advisory Solutions LLC and several GBM-affiliated entities spanning over a decade. Reynoso also works with Portfolio Investments, Inc., where she has been active since 2016. GBM Wealth Management provides investment advisory and portfolio management services to individuals, high-net-worth clients, trusts, corporations, investment companies, and select institutional clients. The firm offers customized portfolios using fundamental analysis across a range of strategies and serves both U.S. and non-U.S. residents through discretionary and non-discretionary accounts.

Michelle Gessner is a CFP® professional with 13 years of experience in the financial services industry. She is currently with Parkwoods Wealth Partners, LLC, where she has worked for one year, following eleven years leading Gessner Wealth Strategies, LLC. She is also a licensed insurance agent. Parkwoods Wealth Partners serves individuals, qualified retirement plans, not-for-profit organizations, foundations, and corporations by providing investment management, retirement plan consulting, and financial planning. The firm employs a long-term investment approach based on Modern Portfolio Theory and efficient-market principles, offering both discretionary and non-discretionary portfolio management along with employee financial-wellness services.

J. Pappas is a financial advisor at Pin Oak Investment Advisors Inc with 26 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Morgan Stanley Private Bank, National Association, Morgan Stanley Smith Barney, and Morgan Stanley & Co. Incorporated from 2008 to 2017. Pin Oak Investment Advisors is an SEC-registered firm managing approximately $672 million for about 302 clients through a five-advisor team. The firm serves individuals, family offices, trusts, estates, charitable organizations, and pooled investment vehicles, offering discretionary portfolio management, financial planning, family office services, and consulting engagements. Their investment approach emphasizes fundamental and cyclical analysis with a focus on longer-term holdings, and they are noted for managing multiple affiliated private funds that constitute a significant part of their business.

Matthew Kerns is a CFP® and holds a Series 66 license, currently serving as an advisor at Clear Trail Advisors, LLC with five years of industry experience. He previously worked at Steward Partners Investment Solutions, Raymond James Financial Services, and Teak Tree Capital Management. Outside of financial services, he was involved with Escalante Golf, Inc. for six years. Clear Trail Advisors provides investment advisory and planning services to individuals, trusts, retirement plans, and business entities. The firm manages roughly $797 million in discretionary client assets, utilizing a blend of fundamental, technical, and sector analysis combined with multi-asset allocation techniques, direct indexing, ETFs, and alternative investments.