Jeffrey Thomas is a financial advisor with Arkos Global Advisors, LLC in Houston, TX, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior roles include positions at Morgan Stanley and Archetype Wealth Partners. Outside of his advisory work, he serves as a board member of Medical Bridges and is the stewardship chair at West U. Methodist Church. Arkos Global Advisors provides financial planning, consulting, and portfolio management services to individuals, trusts, estates, charitable organizations, and business entities. The firm combines comprehensive planning with discretionary investment management, utilizing fundamental, technical, and quantitative analysis to tailor portfolios and conduct ongoing account monitoring.

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 with MBR Financial in Houston, TX, holding Series 65 and Series 63 licenses and two years of industry experience. Prior to joining MBR Financial, he worked at several firms including Gulfstar Group I, Ltd., Gulfstar Group II, Ltd., The Gulfstar Group, Inc., and Deloitte & Touche. MBR Financial serves individuals, high-net-worth families, and certain pension and profit-sharing plans with comprehensive planning and wealth management services. The firm utilizes a proprietary top-down asset-allocation process combined with quantitative and qualitative analysis, offering both discretionary and non-discretionary account management.

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.

Michael Cregan is a financial advisor at Icon Wealth Partners with 38 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including PURSHE KAPLAN STERLING INVESTMENTS and Avalon Advisors. Icon Wealth Advisors is a multi-advisor wealth management firm overseeing approximately $2.25 billion for individuals, high-net-worth clients, trusts, estates, charitable organizations, and ERISA plans. The firm follows a long-term, model-driven investment approach that emphasizes low-cost ETFs alongside mutual funds, individual securities, and fixed-income strategies.

Andrew Gardener is a CFP®-credentialed financial advisor with 43 years of industry experience. He has been with Tanglewood Legacy Advisors, LLC since 2003 and previously worked at LPL Financial for 16 years. He is also licensed as a non-variable insurance agent. Tanglewood Legacy Advisors serves individuals, high-net-worth clients, business entities, trusts, estates, and charitable organizations by providing discretionary and non-discretionary portfolio management along with financial planning and consulting. The firm’s team manages customized portfolios using a range of target asset allocations and incorporates actively managed mutual funds, ETFs, and selected less-liquid instruments within a documented operational framework.

Benjamin Fedorko is a financial advisor at Endeavor Advisors, LLC with one year of industry experience. He holds the Series 65 designation and has previously worked at TRB Wealth Management, The Northern Trust Company, Gray, Reed & McGraw LLP, and Bracewell LLP. Endeavor Advisors, LLC provides discretionary investment management, family office and wealth management, financial planning, and consulting services to individuals, high net worth families, trusts, estates, businesses, and retirement plans. The firm manages approximately $559.5 million in discretionary assets and serves about 175 clients through a team of eight advisors.

Peter Faust is a CFP® professional at Tanglewood Total Wealth Management, Inc. in Houston, TX, with 14 years of industry experience. He has been with Tanglewood Wealth Management, Inc. since 2016. Tanglewood Total Wealth Management serves a diverse client base including individuals, high-net-worth clients, corporations, and charitable institutions. The firm offers discretionary portfolio management focused on strategic asset allocation and tax-aware practices, and it provides detailed client reporting with quarterly performance reviews and regular market commentaries.

Tatum Duffie is an advisor at Precedent Wealth Partners, LLC with one year of industry experience. Prior to joining the firm, Duffie has owned and operated Tatum Duffie Design, an interior design and consulting business serving corporations and individuals since 2020. Precedent Wealth Partners, LLC is a registered investment adviser managing approximately half a billion dollars for about 165 clients through a four-advisor team. The firm serves individuals, trusts, estates, corporations, and retirement plans, offering portfolio management, financial planning, and retirement plan consulting with a committee-driven investment process that combines asset allocation, active and passive management, and third-party managers.

Austin Buchala is a financial advisor at Goodman Financial Corporation with five years of experience. He previously worked at the University of Arkansas and St. Thomas High School. 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, employing a customized, risk-aware investment process that emphasizes individual equities and bonds over mutual funds.

Abigail Gunderson is a CFP® professional with 19 years of industry experience, currently serving as an advisor at Tanglewood Total Wealth Management, Inc. in Houston, TX. She has been with Tanglewood Wealth Management since 2013. 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 uses a customized, asset-allocation centered approach with mutual funds, ETFs, and individual bonds, and provides regular performance reporting to clients.

Jeffrey Dastmalchian is a financial advisor at E & G Advisors, LLC with 17 years of industry experience. He holds a Series 66 designation and has previously worked at Merrill Lynch and Bank of America. He has been with E & G Advisors since 2018. E & G Advisors, LP provides discretionary portfolio management and retirement-plan advisory services to individuals, family limited partnerships, trusts, estates, corporations, and charitable organizations. The firm’s investment approach combines Modern Portfolio Theory with a macroeconomic overlay and fundamental analysis, managing approximately $608 million in discretionary assets.

Christopher Dyson is a CFP® professional with 12 years of experience in the financial industry. He has been with MBR Financial since 2013, working as part of a six-advisor team based in Houston, TX. MBR Financial serves individuals, high-net-worth families, and certain pension and profit-sharing plans with financial planning, estate planning, and wealth management services. The firm employs a proprietary top-down asset-allocation process combined with quantitative and qualitative manager and security selection, and it offers performance-based fee arrangements and alternative investment options for qualified clients.

Craig Dawson is a financial advisor at Arkos Global Advisors, LLC in Houston, TX, with 17 years of industry experience. He holds a Series 66 designation and has previously worked at HighTower Advisors LLC, Hightower Securities LLC, and Salient Capital entities. Arkos Global Advisors serves individuals, trusts, estates, charitable organizations, and business entities by providing financial planning, consulting, and portfolio management services. The firm combines fundamental, technical, and quantitative analysis to tailor portfolios and offers discretionary investment management along with ongoing account monitoring and manager due diligence.

Sarah Williams is a financial advisor at Precedent Wealth Partners, LLC with seven years of industry experience. Her prior work includes roles at Chevron, Validity Finance, and Kirkland & Ellis LLP. Precedent Wealth Partners, formed in 2023, manages approximately half a billion dollars for about 165 clients through a four-advisor team. The firm serves individuals, trusts, estates, corporations, and retirement plans using a committee-driven investment process that combines asset allocation, active and passive management, third-party managers, and traditional security analysis.

Rosario Flores is a financial advisor at Alterna Wealth Management, Inc. based in Houston, TX, with nine years of industry experience. She holds Series 63 and Series 66 designations and has been associated with Alterna Securities, Inc. since 2015. Alterna Wealth Management provides investment advisory and portfolio management services to individuals, high-net-worth clients, trusts, estates, institutions, and charitable organizations, including a significant international client base. The firm employs a disciplined, global asset allocation approach using dynamic models and combines quantitative analysis, technical methods, and an in-house trading desk in its investment process.

Paul Palmer is a CFP® with 28 years of experience in financial advisory. He has worked at Goodman Financial Corporation since 2023 and was previously with Your Advocates Ltd., LLP dba The Advocates from 2006 to 2023. He holds a Series 63 license and is based in Houston, TX. 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 and employs a customized, risk-aware investment process focusing on individual equities and bonds.

Coleman Conkling is a financial advisor with Inscription Capital, LLC in Houston, TX, holding a Series 65 designation and seven years of industry experience. He has worked at Inscription Capital since 2020 and previously at Quantor Capital, LLC and McDowell Hetherington LLP. Outside of his advisory work, he is a partner at JJC Capital, LLC. Inscription Capital provides financial planning and investment management services to individuals, family offices, trusts, estates, private foundations, and retirement plans. The firm employs a long-term, fundamental investment approach with tailored portfolios constructed and monitored by an investment committee.

Madison Carleton is a financial advisor at Heritage Wealth Management in Houston, TX. She holds a Series 65 designation and has been in the industry since 2023, with prior experience at Bank of America and other roles before entering financial advising. 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 aimed at tax efficiency.