Thomas Callahan is the founder of Callahan Advisors, LLC in Houston, TX, and holds 27 years of industry experience. He has led Callahan Advisors since 1998. Callahan Advisors, LLC provides discretionary investment management primarily to individuals, including high-net-worth clients, as well as charitable organizations, foundations, trusts, estates, and retirement accounts. The firm emphasizes U.S.-listed equity securities supplemented by fixed income and ETFs, with portfolio decisions based on client risk tolerance and long-term objectives.

Javier Nicieza Arias is a financial advisor at Alterna Wealth Management, Inc. with one year of industry experience. He holds a Series 66 designation and has prior work history at Credit Suisse from 2016 to 2021 as well as at Alterna Inversiones y Valores SGIIC since 2021. Alterna Wealth Management provides investment advisory and portfolio management services to individuals, high-net-worth clients, trusts, estates, institutions, and charitable organizations, serving a substantial international client base. The firm employs a disciplined, global approach to asset allocation and diversification, utilizing dynamic models and combining quantitative analysis with technical methods and an in-house trading desk.

Brandon Gay is a financial advisor with Sovereign Wealth Advisors LLC in Houston, TX. He holds Series 63 and Series 65 designations and has 16 years of industry experience. Prior to joining Sovereign Wealth Advisors, he worked at LPL Financial for 10 years. Sovereign Wealth Advisors LLC provides investment advisory and financial planning services to individuals, trusts, retirement plans, and other entities. The firm employs a range of analytical methods across diversified portfolios and offers ongoing portfolio management, financial planning, and consulting services.

Andrew Dowell is a financial advisor at Arkos Global Advisors, LLC in Houston, TX, holding a Series 66 designation with eight years of industry experience. He previously worked at Archetype Wealth Partners and Morgan Stanley. Outside of his advisory role, he co-owns a family investment vehicle used to invest privately in real estate and startup companies. Arkos Global Advisors serves individuals, trusts, estates, charitable organizations, and business entities by providing financial planning, consulting, and portfolio management services. The firm combines comprehensive planning with discretionary investment management, employing a mix of fundamental, technical, and quantitative analysis.

Joni Eggleston is a financial advisor with Goodman Financial Corporation in Houston, TX, holding four years of industry experience. She has worked at Goodman Financial Corporation since 2018 and previously at DRDA, PLLC from 2014 to 2018. Goodman Financial Corporation provides discretionary investment management and supplemental financial advisory services to individuals, trusts, endowments, corporations, and retirement plans. The firm employs a customized, risk-aware investment process focused on individual equities and bonds, managing approximately $865 million across about 275 client relationships.

Abdurrahman Naser is a financial advisor at Hurwitz Associates, Inc. in Houston, TX, with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Hurwitz Associates since 2012. Hurwitz Associates provides discretionary and non-discretionary investment management primarily for individual and high-net-worth clients, focusing on asset allocation through Modern Portfolio Theory using individual securities and ETFs. The firm emphasizes long-term, low-turnover portfolio management and involves clients in setting investment objectives.

Scot Johnson is a CFA® charterholder with six years of industry experience. He has been with Adell, Harriman & Carpenter for seven years and previously spent six years as a homemaker. Adell, Harriman & Carpenter provides customized investment management and financial planning primarily to high-net-worth individuals and related entities. The firm manages assets on a discretionary basis, investing in individual equities, investment-grade bonds, and ETFs, while also offering financial counseling on retirement, estate and tax planning, college funding, company stock options, and charitable giving.

Hooman Amiralai is a financial advisor at Brasada Capital Management, LP in Houston, TX, holding a Series 65 designation with 13 years of industry experience. He is part of an eight-advisor team at the firm. Brasada Capital Management provides discretionary portfolio management through a private pooled long/short equity fund, sub-advisory services to unaffiliated advisors, and separately managed accounts for individuals, retirement plans, trusts, and institutions. The firm serves a range of clients including individual, high-net-worth, and institutional investors, and employs a bottom-up, fundamentals-driven investment approach utilizing long and short equity positions along with derivatives and hedging strategies.

Mohamed Eldawy is a financial advisor at Vestech Asset Management Inc. in Houston, TX, with 11 years of industry experience. He holds the Series 66 designation and has worked at firms including Morgan Stanley and Mass Mutual Investors Services. Outside of his advisory role, Eldawy is involved in several consulting and entrepreneurial ventures, including software development companies, mobile application projects, and insurance agencies. Vestech Asset Management provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, and corporations. The firm utilizes a combination of fundamental, technical, and cyclical analysis to assign clients to targeted asset-allocation model portfolios, and it employs a range of investment strategies including derivatives and third-party sub-management.

Clifton Moran is a financial advisor at Portfolio Advisory Council, L.L.C. in Houston, TX, holding Series 65 and Series 66 licenses with six years of industry experience. His prior roles include positions at RBC Wealth Management, U.S. Capital Advisors LLC, Kestra Financial, and Fidelity Investments. Portfolio Advisory Council serves individual investors, corporations, pension and profit-sharing plans, and charitable institutions by providing financial planning, retirement-plan consulting, and investment management. The firm employs a growth-and-income investment approach, using fundamental, technical, and cyclical analysis to create individualized portfolios managed primarily on a discretionary basis.

Nicholas Renfro is a CFP® and holds a Series 66 license with two years of industry experience. He is currently an advisor at MDT Financial Advisors, LLC and previously worked at Wells Fargo Advisors for five years. Outside of financial advising, he has experience working at the University of Houston and Main St Bistro. MDT Financial Advisors is a registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm offers wealth and investment management, financial planning, consulting, and fiduciary and non-fiduciary services, employing a combination of active and passive strategies tailored to client objectives.

Robert Lee is a financial advisor with Sovereign Wealth Advisors LLC in Houston, TX, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. His prior roles include positions at LPL Financial, Merrill, J.P. Morgan Securities Inc., and Banc One Securities Corporation. He also serves as an adjunct professor at Houston Community College. Sovereign Wealth Advisors LLC provides investment advisory and financial planning services to individuals, trusts, retirement plans, and other entities, managing portfolios that may include ETFs, mutual funds, individual equities, and fixed-income securities. The firm employs a mix of analytical methods and offers services through both direct management and multiple sponsored programs.

Glenn Royal is a CFP® professional with 31 years of industry experience, currently serving at RHP Wealth Management. His career includes roles at Royal Harbor Partners, Purshe Kaplan Sterling Investments, Bank of America, and Merrill Lynch. RHP Wealth Management is a five-advisor team managing approximately $345 million in discretionary assets for individuals, trusts, estates, and various organizations. The firm employs a diversified, tax-aware investment approach with multiple model strategies and offers services ranging from discretionary investment management to retirement plan consulting.

Laura Munoz Alarcon is an advisor at Finamex Asset Management, LLC with four years of industry experience. She holds Series 65 and Series 63 licenses and has worked with Finamex International, LLC and Finamex Asset Management since 2016. Prior to her current roles, she operated Profit By Laura and was involved with Productos Lauris. Finamex Asset Management serves primarily high-net-worth individuals in Mexico as well as institutional clients such as pension fund managers and businesses. The firm offers portfolio management, financial planning, and consulting using a blend of Modern Portfolio Theory, tactical asset allocation, and rule-driven strategies, with a notable operational emphasis on predominantly non-discretionary asset management.

Robert Haverly is a financial advisor at Goodman Financial Corporation in Houston, TX, holding CFP® and Series 65 credentials with two years of industry experience. His work history includes multiple roles at Goodman Financial since 2022 and prior positions at Greystar, RMS US LLP, Moss Adams, and the University of Houston. Goodman Financial provides discretionary investment management and financial advisory services to individuals, trusts, estates, endowments, corporations, and pension plans. The firm focuses on a fundamental, bottom-up investment process with customized portfolios emphasizing individual equities and bonds to enhance tax efficiency and avoid additional fee layers.

Stephen Barber is a financial advisor with Sovereign Wealth Advisors LLC in Houston, TX, holding a Series 66 license and 23 years of industry experience. His background includes roles at Morgan Stanley, UBS Financial Services, and LPL Financial. He is also involved in non-variable insurance through AFLAC. Sovereign Wealth Advisors LLC offers investment advisory and financial planning services to individuals, trusts, retirement plans, and other entities. The firm manages portfolios using a combination of analytical methods and provides services including portfolio management, written financial plans, and retirement plan consulting.

Juan Carlos Herrera is a financial advisor at Inscription Capital, LLC with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Inscription Capital since 2020. Prior to this, he was with Quantor Capital, LLC and Bright Sky Capital, LLC. Outside of his advisory roles, he serves as Chief Wealth Manager at Grupo Bursatil Mexicano, where he provides strategic advice and training related to the firm’s wealth management model. Inscription Capital serves individual clients, including high net worth individuals, as well as institutional entities such as family offices, trusts, estates, and private foundations. The firm manages approximately $1.56 billion in client assets through a personalized, committee-driven investment process that emphasizes fundamental analysis and diversified long-term allocations across a wide range of investment products.

Mauricio Grajales Tarin is a financial advisor at Finamex Asset Management, LLC with six years of industry experience. He holds a Series 66 designation and has worked at Finamex and its related entities since 2017, including Casa De Bolsa Finamex S.A.B. De C.V. and Banamex Banca Privada. Finamex Asset Management provides portfolio management, financial planning, and consulting services primarily to high-net-worth individuals in Mexico, as well as institutional clients such as pension fund managers and businesses. The firm employs a combination of Modern Portfolio Theory, tactical asset allocation, and rule-driven strategies, managing a majority of assets on a non-discretionary basis with an affiliated broker-dealer structure.

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.

Brian Bova is a CFP® and CFA® with 24 years of industry experience. He is a principal and CEO at Inscription Capital, LLC in Houston, TX, where he has worked since 2018. His prior experience includes roles at UBS Financial Services Inc. and Purshe Kaplan Sterling Investments. Outside of his advisory work, he is involved as an owner and general partner in several litigation fund entities. Inscription Capital serves individual and institutional clients, including high net worth individuals, family offices, trusts, and private foundations. The firm employs a personalized, committee-driven investment process focusing on fundamental analysis and long-term diversified allocations across various asset classes, combining bespoke planning with multiple implementation options.