Mark Wilson is a financial advisor at Branson Fowlkes & Co Inc in Houston, TX, with 24 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Triad Advisors, Inc. for 14 years. Outside of his advisory work, he serves as treasurer for Boy Scouts of America, Troop 1891. Branson, Fowlkes & Company provides investment advisory and financial planning services to individuals, families, trusts, estates, charitable organizations, and small- to medium-sized businesses. The firm employs a multi-level diversification strategy called "D³ The Power of Diversification," incorporating asset-class allocation, investment style diversification, and manager selection, using both fundamental and technical analysis.

Cherita Church is a CFP® professional advising with Origin Investment Advisory LLC in Houston, TX, and has five years of industry experience. She has worked at firms including Time2Plan Financial and UTIMCO, and currently provides financial planning guidance as a freelance consultant for Blend Financial, Inc. dba Origin Financial. Origin Investment Advisory offers financial planning, budgeting, and portfolio management services primarily to individual retail clients through a direct-to-consumer subscription model and employer-sponsored programs. The firm employs a Modern Portfolio Theory-based investment approach enhanced by behavioral finance adjustments and systematic, rules-based models, supported by an AI-driven advisory platform.

Michael Brinkley is a financial advisor at Manske Wealth Management, LLC in Houston, TX, holding a Series 65 designation with three years of industry experience. Prior to joining Manske Wealth Management in 2022, he worked in the mortgage industry with NRL Mortgage and 21st Mortgage. Manske Wealth Management serves individuals, trusts, estates, corporations, and business entities, managing approximately $608 million in client assets. The firm employs a goal-based investment approach, utilizing mutual funds, ETFs, individual securities, and alternative investments tailored to client objectives.

Colton Owen is a CFP® and Series 65 licensed advisor at Financial Synergies with three years of industry experience. His background includes roles at Financial Synergies Wealth Advisors and Texas A&M, as well as involvement with Faithbridge Church and Sky Ranch Summer Camps. Financial Synergies serves individuals, retirement plans, trusts, estates, charitable organizations, and businesses, offering both discretionary and non-discretionary investment management alongside written financial planning. The firm employs a diversified asset-allocation strategy that incorporates mutual funds, ETFs, individual securities, and digital assets, and is noted for its performance-based fee arrangements and policies managing side-by-side conflicts.

James Hawryluk is a financial advisor with Sovereign Wealth Advisors LLC in Houston, TX, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. His career includes roles at WCG Wealth Advisors, LLC, Sovereign Wealth Advisors, LLC, LPL Financial, and Intrua Financial. Sovereign Wealth Advisors LLC provides investment advisory and financial planning services to individuals, trusts, retirement plans, and other entities. The firm manages diversified portfolios using a combination of analytical methods and offers both discretionary and non-discretionary services, including access to sponsored and platform-based programs.

Albert Wagner is a Series 65-licensed financial advisor at Goodman Financial Corporation with two years of industry experience. Before joining Goodman Financial in 2022, he worked at KPMG and PwC, and he also spent five years at Baylor University. 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 about 275 client relationships, employing a customized, risk-aware investment process that emphasizes individual equities and bonds supported by fundamental and macroeconomic research.

Nam Bui is a financial advisor at Callahan Advisors, LLC with a Series 65 credential and four years of industry experience. Prior to joining Callahan Advisors in 2022, he held roles at OPES One, Rosewater, MOD Pizza, Smoothie King, and the University of Houston. Outside of advising, he owns and operates businesses in reselling and e-commerce and works as a bartender at a local bar. Callahan Advisors, LLC provides discretionary investment management primarily to high-net-worth individuals and charitable organizations. The firm focuses on US-listed equities, corporate and government debt, ETFs, and money market funds, tailoring portfolios based on client risk tolerance and long-term goals.

Robert Rizarri is a financial advisor at Heritage Wealth Management in Houston, TX, with 14 years of industry experience. He holds a Series 65 designation and has worked at Heritage Wealth Management since 2019 and previously at SMS Capital Management Inc from 2010 to 2019. Heritage Wealth Management provides financial planning and investment advisory services to individuals, high-net-worth individuals, and trusts. The firm manages approximately $357 million in discretionary assets and offers both wrap fee programs and managed non-wrap accounts, including separately managed-account sleeves designed for tax efficiency.

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 that, he worked at Waterway Wealth Management, L.L.C. for 11 years. Heritage Wealth Management provides financial planning and investment advisory services to individuals, high-net-worth individuals, and trusts, managing approximately $357 million in discretionary assets. The firm offers a sponsor-operated wrap fee program and managed non-wrap accounts, including separately managed-account sleeves, and employs a planning process that results in tailored written financial plans and portfolios focused on tax efficiency.

Don Childress is a CFA® charterholder with 27 years of industry experience, currently serving at Childress Capital Advisors, LLC since 2020. His prior experience includes roles at Stifel, Nicolaus & Company, Incorporated and Barclays Capital Inc. He serves on the board of the Camp Ozark Foundation, which provides a Christ-centered camp experience and mentoring for children and youth. Childress Capital Advisors is an SEC-registered firm managing approximately $826 million across about 327 client accounts with a five-advisor team. The firm offers discretionary investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, and institutions, employing a combination of fundamental, technical, and relative-strength analysis along with both active and passive strategies.

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 at Financial Synergies in Houston, TX, with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Charles Schwab, Capital One Investing, and Wells Fargo in various capacities. Financial Synergies serves individuals, retirement plans, trusts, estates, charitable organizations, and corporate clients by providing investment management, financial planning, and held-away account advisory services. The firm employs diversified, allocation-driven portfolios and leverages third-party platforms and sub-advisors to tailor investment solutions.