Rex Whiteside is a financial advisor at The Clarus Group with 35 years of industry experience. He holds a Series 63 designation and has worked at Raymond James Financial and Kingswood Capital Partners prior to his current role. He is also the owner of The Clarus Insurance Group, an insurance firm. The Clarus Group provides wealth management and discretionary investment management to individuals, trusts, estates, businesses, and retirement plans, utilizing customized investment models focused on objectives like capital preservation, income generation, and tax minimization. The firm offers both portfolio management and standalone financial planning services, combining internal discretion with outsourced portfolio analysis.

Francisco Maza is a CFA® credentialed financial advisor with 29 years of industry experience. He is associated with Alterna Wealth Management, Inc. and has held positions at Actinver Wealth Management, Inc. and related Actinver entities since 2004. Outside of his advisory role, Mr. Maza owns TAMASTA MANAGEMENT, LLC, a personal holding company involved in real estate and construction transactions. 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 located outside the United States. The firm utilizes a disciplined, global approach to asset allocation and diversification, employing quantitative analysis, technical methods, and dynamic models tailored to various investment styles.

Wade Egmon is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Goodman Financial Corporation in Houston, TX. He has been with Goodman Financial Corporation in various capacities since 2009. 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 that combines fundamental research and macro analysis, generally implementing portfolios with individual equities and bonds.

William Goodson is a CFP®-certified financial advisor with 14 years of industry experience. He has been with Financial Synergies Wealth Advisors, Inc. in Houston, TX, since 2015. Outside of his advisory role, he serves as the managing member of an eCommerce business operating an Amazon storefront. Financial Synergies serves individuals—including high-net-worth clients—as well as retirement plans, trusts, estates, charitable organizations, and businesses. The firm uses a diversified asset-allocation approach with no-load mutual funds, ETFs, and other securities, offering both discretionary and non-discretionary investment management along with written financial planning and account aggregation services.

Rachel Gummattira is a CFP® and holds a Series 65 license with 14 years of industry experience. She has been with Callahan Advisors, LLC since 2012 and is based in Houston, TX. Callahan Advisors, LLC is a registered investment adviser managing over $1.3 billion in client assets, serving individuals, high-net-worth clients, foundations, trusts, estates, and charitable organizations. The firm’s discretionary investment approach emphasizes U.S.-listed equities, fixed income, ETFs, and cash equivalents with attention to risk tolerance, diversification, and low portfolio turnover.

Mariana Cruz Partida is a financial advisor at GBM Wealth Management, Inc. in Houston, TX, holding Series 63 and Series 65 designations with one year of industry experience. Prior to her current roles at GBM Wealth Management, LLC and GBM International, Inc., she spent ten years with Lifestyles & Heritage Brands of Mexico. 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 focuses on customized portfolio construction using fundamental analysis and offers a variety of strategies ranging from conservative to aggressive, serving both U.S. and non-U.S. residents.

Elisia Pearson is a financial advisor with Sovereign Wealth Advisors LLC in Houston, TX, holding a Series 63 license and 28 years of industry experience. She has been with Sovereign Wealth Advisors since 2015 and has worked at LPL Financial since 2009. 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 using multiple analytical methods and regular account reviews.

Taylor Rhyne is a Series 65-licensed advisor at JCP Investment Management, LLC with two years of industry experience. Prior to joining JCP in 2024, he worked at EY International Services LLC and Ernst & Young US LLP. He also held roles at Hispania and Amerisave Mortgage Corporation. JCP Investment Management provides discretionary investment management services to high-net-worth clients through pooled investment vehicles, sub-advised funds, and separately managed accounts. The firm employs a combination of fundamental and cyclical analysis along with active trading strategies tailored to each client’s investment agreements.

Robert Dwyer is a CFP® with 19 years of industry experience, currently serving at Heritage Wealth Management since 2023. Prior to this, he worked at Waterway Wealth Management, L.L.C. for 11 years, as well as Chase Investment Services Corp. and Wells Fargo Investments. Heritage Wealth Management offers financial planning, estate-planning facilitation through a third-party platform, and investment advisory services for individuals, high-net-worth clients, and trusts. The firm constructs diversified portfolios using mutual funds, ETFs, and separately managed accounts with a focus on tax efficiency, and it sponsors a wrap fee program.

Larry Denson is a CFP® with 28 years of industry experience. He is currently with MDT Financial Advisors, LLC and was previously with Wells Fargo Advisors Financial Network LLC for 17 years. Denson is a part-owner of MDT Financial Advisors. MDT Financial Advisors is a registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm provides wealth and investment management, financial planning, third-party asset manager selection, and fiduciary services, combining active and passive strategies tailored to client objectives.

Zachary Robinson is a financial advisor with Financial Synergies in Houston, TX, holding Series 63 and Series 65 credentials and bringing 11 years of industry experience. His prior work history includes roles at Charles Schwab & Co., Capital One Investing, and Wells Fargo Bank. Financial Synergies serves individuals, retirement plans, trusts, estates, charitable organizations, and businesses with investment management and financial planning services. The firm uses a diversified asset-allocation approach featuring no-load mutual funds, ETFs, and other securities, and is noted for offering performance-based fee arrangements and documented conflict management policies.

Jonathan Crantz is a financial advisor at Precedent Wealth Partners, LLC in Houston, TX, with one year of industry experience. He is the owner of Jon Crantz Coaching, an executive coaching and counseling business, and has been involved with First Presbyterian Church Houston for over two decades. Precedent Wealth Partners provides portfolio management, financial and wealth planning, and retirement plan consulting to individuals, high-net-worth clients, trusts, and employer-sponsored plans. The firm employs a combination of active and passive investment strategies overseen by an Investment Policy Committee and offers client education and retirement plan participant workshops.

Claire Taylor is a financial advisor at Blacktower Financial Management (US) LLC with three years of industry experience. She holds a Series 65 designation and has worked at several firms including St. James's Place Wealth Management Plc and Forth Capital (USA), LLC. Blacktower Financial Management (US) LLC provides financial planning, retirement-plan consulting, and investment advisory services primarily to UK expatriates residing in the United States, focusing on UK pension transfers and ongoing portfolio management. The firm manages assets mainly on a non-discretionary basis, using a range of investment vehicles and third-party managers, and serves clients with specialized pension transfer expertise.

Natan Bondin is a financial advisor at Saxon Financial Group in Houston, TX, holding a Series 65 designation. He has recently begun his career in the financial industry, with prior experience including roles at Saxon Interests, Inc. and a background as a student at Texas A&M University. Saxon Financial Group serves individual and high-net-worth clients, trusts, estates, businesses, and retirement plans by providing investment management, financial planning, and retirement-plan advisory services. The firm employs a primarily long-term investment approach, utilizing model-based and customized portfolios across multiple asset classes and monitors accounts on an ongoing basis.

Francisco Rivera Corona is an advisor at Alterna Wealth Management, Inc. in Houston, TX, with one year of industry experience. He holds a Series 66 designation and has worked previously at Alterna Securities, Inc. and held academic roles at Baylor University and Tecnologico de Monterrey Campus Cuernavaca. 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 portion of clients outside the United States. The firm employs a disciplined, global approach to asset allocation and diversification, combining quantitative analysis, technical methods, and an in-house trading desk to support a range of investment styles.

Jeffrey Thomas is a financial advisor at Arkos Global Advisors, LLC with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Morgan Stanley in various capacities from 2000 to 2017 and at Archetype Wealth Partners since 2017. Outside of his advisory work, he serves as a board member of Medical Bridges and is the stewardship chair at West University Methodist Church. Arkos Global Advisors provides financial planning, consulting, and wealth management services to individuals, trusts, estates, charitable organizations, and business entities. The firm constructs diversified portfolios using fundamental, technical, and cyclical analysis combined with in-house and third-party research, serving both retail and high-net-worth clients.

Matthew Berti is a CFP® and holds a Series 65 license with nine years of experience in the financial services industry. He has worked at RHP Wealth Management since 2023 and previously was with Tanglewood Legacy Advisors, LLC and Speight Asset Management, LLC. Based in Houston, TX, he is part of a five-advisor team at RHP. RHP Wealth Management serves individuals, trusts, estates, charitable organizations, corporations, and business entities with discretionary investment management and a range of financial planning services. The firm manages approximately $345 million in discretionary assets and emphasizes diversified, tax-aware portfolio construction aligned with clients’ risk tolerance and time horizons.

John Brady is a financial advisor at MBR Financial in Houston, TX, holding Series 63 and Series 65 licenses with two years of industry experience. Prior to joining MBR Financial, he worked at Gulfstar Group I, Ltd., Gulfstar Group II, Ltd., and The Gulfstar Group, Inc. from 2021 to 2024, and has also held positions at Deloitte & Touche and BBVA. MBR Financial provides financial planning, estate planning, and investment and wealth management services to individuals, high-net-worth families, and certain pension and profit-sharing plans. The firm employs a proprietary top-down asset-allocation process combined with quantitative screening and qualitative due diligence, and offers performance-based fee arrangements and alternative investment opportunities to qualified clients.

Stephen Schwarzbach is a financial advisor with Icon Wealth Partners in Houston, TX, holding a Series 66 designation and 17 years of industry experience. He previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney from 2009 to 2017. Outside of his advisory role, he serves as a director for Spring Spirit Baseball, a nonprofit organization serving underprivileged children. Icon Wealth Advisors is a multi-advisor wealth management firm managing approximately $2.25 billion for individuals, high-net-worth clients, trusts, estates, charitable organizations, and ERISA plans. The firm employs a long-term, model-driven investment approach focusing on low-cost ETFs and offers discretionary portfolio management, financial planning, and retirement advice.

Brandon Ivy is a CFP® and Series 66-registered financial advisor with 16 years of industry experience. He has worked at Saxon Financial Group since 2023 and previously spent eight years at Linscomb & Williams, Inc. Saxon Financial Group manages approximately $616 million in client assets through a 12-advisor team, serving individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm offers investment management, financial planning, and retirement-plan advisory services, using model-based portfolios with a range of asset types and a research process grounded in fundamental and cyclical analysis.