Neal Britt is a financial advisor with Sovereign Wealth Advisors LLC in Houston, TX, holding a Series 66 designation and possessing 24 years of industry experience. He has worked with LPL Financial since 2005 and has been with Sovereign Wealth Advisors since 2015. 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 direct management and access to multiple sponsored programs and third-party managers.

William Calvin is a financial advisor at Haven Wealth Group in Houston, TX, holding a Series 65 designation with 16 years of industry experience. He has been with Haven Wealth Group since 2009. Haven Wealth Group provides discretionary investment management and comprehensive financial planning for individuals, foundations, pension and 401(k) plans, and some corporations. The firm emphasizes direct selection of individual stocks and bonds, tailoring asset allocations to clients’ risk tolerance and needs, and combines portfolio oversight with plan-level advice.

Michael Richter is a financial advisor with Arkos Global Advisors, LLC in Houston, TX. He holds a Series 63 designation and has 29 years of industry experience. His prior work includes roles at Archetype Wealth Partners, LLC and BDO USA, LLP. Outside of advising, he serves as chairman of the board for the charity Second Wind and is a board member of The Barnabas Group. Arkos Global Advisors provides financial planning, consulting, and wealth management services to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a combination of fundamental, technical, and cyclical analysis along with both internal and third-party research to create diversified, goal-oriented portfolios, serving both retail and high-net-worth clients.

Federico Garza IV is a CFP® professional with three years of industry experience, currently with Endeavor Advisors, LLC. He previously worked at Northern Trust for sixteen years. Endeavor Advisors is a registered investment adviser serving individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans with discretionary investment management, family office and wealth management, and standalone financial planning. The firm uses long-term strategies involving individual stocks, ETFs, mutual funds, independent managers, and bonds, combining fundamental and technical analysis in portfolio construction and monitoring.

Charles Ward is a CFA® charterholder based in Houston, TX, with 10 years of industry experience. He has worked at Burke Wealth Management, LLC since 2020 and previously spent four years at Doliver Capital Advisors. Burke Wealth Management provides discretionary portfolio management primarily to individual and high-net-worth clients, as well as trusts, retirement plans, charitable organizations, and other investment advisers. The firm focuses on a concentrated, long-term investment approach through its Focused Growth and Balanced Growth strategies and serves as sponsor and sub-adviser to a registered ETF.

Hogan Choyce is an advisor with Wealth Management Group, holding Series 63 and Series 65 licenses and possessing five years of industry experience. His background includes roles at Park Avenue Securities and Guardian Life Insurance Co. of America. Outside the financial industry, he works part-time as a sanitation worker for H-E-B. Wealth Management Group serves individuals, including high net worth clients, as well as institutional clients such as pension plans and charities. The firm offers a range of services including financial planning, discretionary investment management, and retirement plan consulting, utilizing multiple investment strategies and a diverse selection of investment vehicles.

David Shahrestani is a CFA® charterholder with six years of industry experience. He is currently with Brasada Capital Management, LP, where he has worked since 2023. Prior to joining Brasada, he held roles at Globescan Capital Inc. and Udacity. Brasada Capital Management is a registered investment adviser that provides discretionary portfolio management through multiple product lines, serving individual, high-net-worth, and institutional clients. The firm employs a bottom-up, fundamentals-driven investment process and offers both private fund advisory and sub-advisory services.

John Ellis is a financial advisor at Alden Investment Group with 42 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including MassMutual Life Insurance Co, LPL Financial, CUNA Brokerage Services, and Citigroup Global Markets. Ellis is a partner at Earnest Consulting Group, where he presents credit union-owned life insurance and other investment options to credit unions. Alden Investment Advisors provides discretionary and non-discretionary portfolio management and fee-based financial planning to individuals, retirement plans, and institutional clients. The firm emphasizes customized asset allocations using proprietary strategies and third-party managers, along with a technology platform that integrates held-away account management and fiduciary services for employer plans.

Miguel Maisterra Silva is a financial advisor with Monex Asset Management, Inc. in Houston, TX, holding a Series 66 license and two years of industry experience. He has worked at Monex Securities Inc. and Banorte Asset Management, Inc., among other roles. Outside of finance, he is a golf coach and owner of a golf lessons business. Monex Asset Management serves individuals, corporations, trusts, estates, and charitable organizations, providing discretionary and non-discretionary portfolio management and investment consulting. The firm employs a combination of charting, fundamental, and technical analysis and offers a range of strategies from long-term holdings to short-term trading and option writing.

Phillip Evans is a financial advisor at Sovereign Wealth Advisors LLC with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at LPL Financial LLC since 2006. Evans has been with Sovereign Wealth Advisors since 2015, providing investment advisory services through this independent firm. Sovereign Wealth Advisors serves individuals, trusts, retirement plans, and corporate clients, offering portfolio management, financial planning, retirement-plan consulting, and educational seminars. The firm combines fundamental and technical analysis with a variety of investment strategies and utilizes sponsored advisory programs and model portfolios to meet client needs.

Samuel Komitor is a financial advisor at Arkos Global Advisors, LLC in Houston, TX, holding a Series 65 designation. He joined Arkos Global Advisors in 2026 and previously worked at Alvarez & Marsal from 2020 to 2025. His background also includes positions at PricewaterhouseCoopers, NCR Corporation, and The Coca-Cola Company, as well as studies at the Georgia Institute of Technology. Arkos Global Advisors provides financial planning, consulting, and wealth management services to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a combination of fundamental, technical, and cyclical analysis along with both internal and third-party research to construct diversified, goal-oriented portfolios, offering active strategies that may include long and short equity positions and margin borrowing.

Charles Peterson is a financial advisor with The Goff Financial Group in Houston, TX, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He has been with The Goff Financial Group since 2017 and previously worked at Rl Land Services, Inc. from 2012 to 2017. The Goff Financial Group provides discretionary and non-discretionary investment management and financial planning to individuals, high-net-worth clients, small businesses, retirement plans, and professionals. The firm emphasizes customized, value-oriented portfolio construction that balances growth, income, risk reduction, and capital preservation, and employs options and derivatives strategies in limited situations for hedging or income generation.

Guy Davis is a CFA® charterholder with seven years of industry experience. He is currently with Brasada Capital Management, LP, where he has worked since 2023. Prior to that, he was employed at GCI Investors and Sarasin & Partners LLP. He also serves as a director of Roll Group Ltd, a UK-based family-owned mobility retail business. Brasada Capital Management, LP is an SEC-registered investment adviser that manages a private pooled investment vehicle and provides discretionary portfolio management for separately managed accounts. The firm serves financial institutions and unaffiliated advisers through sub-advisory arrangements and offers non-discretionary model portfolios, employing a bottom-up, long/short equity investment approach supported by fundamental and quantitative analysis.

Teresa Theobald is a financial advisor with Sovereign Wealth Advisors LLC in Houston, TX, holding a Series 66 license and bringing 22 years of industry experience. She has worked at Sovereign Wealth Advisors since 2017 and previously spent five years at RBC Capital Markets. Sovereign Wealth Advisors LLC provides investment advisory and financial planning services to individuals, trusts, retirement plans, and other entities. The firm manages portfolios using a blend of analytical methods and offers comprehensive portfolio management, written financial plans, and access to various sponsored programs.

Rachel Kleinman is a CFP® and holds a Series 66 license with 10 years of industry experience. She currently works at Burkholder Wealth Management and previously spent significant time at Dimensional Fund Advisors. Kleinman was also briefly employed at Backflip in 2022. Burkholder Wealth Management serves individuals, pension plans, and charitable organizations by providing discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs tailored investment strategies based on fundamental analysis and modern portfolio theory, primarily recommending mutual funds and ETFs while offering some option-based covered-call strategies.

Jonathan Reichek is a CFA® charterholder with 17 years of industry experience. He has been with Brasada Capital Management, LP since 2017 and previously worked at Friedberg Investment Management, Inc. from 2014 to 2017. Brasada Capital Management, LP manages a private pooled investment vehicle and provides discretionary portfolio management for separately managed accounts. The firm serves other financial institutions and advisers through sub-advisory arrangements and offers non-discretionary model portfolios to wrap-fee sponsors, employing a bottom-up, long/short equity investment approach supported by fundamental analysis, quantitative screens, and sector research.

Michael Booker is a CFP®, ChFC®, and Series 63-licensed advisor with 29 years of industry experience. He is based in Houston, TX, and has previously worked at Financial Synergies Wealth Advisors, Inc. from 1997 to 2004. Booker is currently part of the advisory team at Financial Synergies. Financial Synergies serves individuals, retirement plans, trusts, estates, charitable organizations, and businesses with discretionary and non-discretionary investment management and comprehensive financial planning. The firm uses a diversified asset-allocation approach featuring no-load mutual funds, ETFs, individual equities, bonds, structured products, and digital assets, and offers performance-based fee arrangements for eligible clients.

Megan Cline is a financial advisor at Financial Synergies with a Series 65 designation and two years of industry experience. She previously worked at Willis Johnson & Associates and Verus Financial Group. 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 uses diversified, allocation-driven portfolios and incorporates third-party platforms and sub-advisors to tailor solutions for clients.

Anthony Garcia is a financial advisor at Trinity Legacy Partners, LLC in Houston, TX, holding a Series 66 designation with 16 years of industry experience. He has been with Trinity Legacy Partners since 2012 and is an indirect owner of Trinity Legacy Alternative Strategies, LLC, a subsidiary involved in managing a private pooled investment vehicle. Trinity Legacy Partners is a fee-only, SEC-registered investment adviser serving individuals, trusts, estates, corporations, and charitable organizations. The firm provides discretionary portfolio management, financial planning, and investment consulting, including management of a private options-based fund offered to accredited clients.

William Sutton Jr. is a financial advisor with Portfolio Advisory Council, L.L.C., holding a Series 63 designation and over 42 years of industry experience. He has worked at Mutual Securities, Inc. and Cambridge Investment Research, Inc., and has been with Portfolio Advisory Council since 1986. In addition to his advisory role, he is a licensed real estate broker and manages a bed and breakfast through Almondy Inn Management, LLC. Portfolio Advisory Council, L.L.C. serves individual investors, corporations, pension plans, and charitable institutions by providing financial planning, retirement-plan consulting, and ongoing investment management. The firm follows a growth-and-income investment strategy, utilizing fundamental, technical, and cyclical analyses to construct tailored portfolios managed primarily on a discretionary basis.