Maria Hernandez is a financial advisor with Banorte Asset Management, Inc. in Houston, TX, holding Series 63 and Series 65 registrations and 17 years of industry experience. Her career includes roles at PNC Investments, Insigneo Advisory Services, and BBVA Compass Insurance Agency. She has been with Banorte since 2025. Banorte Asset Management serves individual and high-net-worth clients, including trusts, estates, charitable organizations, and business entities, with a client base concentrated in Latin America. The firm offers discretionary and non-discretionary portfolio management, utilizing customized model portfolios across various asset classes and a white-label digital advisory platform.

Brian Merrill is a CFP® and holds a Series 65 license with 20 years of industry experience. He has been with Tanglewood Capital Management, Inc. since 2002 and is based in Houston, TX. Merrill is part of a nine-advisor team at Tanglewood Total Wealth Management, Inc. Tanglewood Total Wealth Management serves individuals, high-net-worth clients, and institutional and retirement-plan clients, offering discretionary portfolio management and wealth-planning services. The firm uses customized investment policy statements and an asset-allocation approach focused on mutual funds, ETFs, and individual bonds, with regular rebalancing and client-directed strategies.

Will Leckrone is a financial advisor at Catalyst Wealth Management LLC in Houston, TX, holding a Series 66 credential. He has one year of industry experience and has previously worked in various roles including at Innovation Partners LLC and Zimmer Biomet. Catalyst Wealth Management LLC serves individuals, high-net-worth clients, and employer retirement plans with approximately $105 million in assets under management. The firm focuses on portfolio management and retirement-plan services delivered primarily through turnkey asset management programs and 401(k)/403(b) plan administration, using an advisory approach alongside specified custodial platforms and third-party managers.

Nicole Riney is a CFP® professional with six years of industry experience, currently with Oak Harvest Investment Services in Houston, TX. She has worked with Oak Harvest Financial Group and Oak Harvest Investment Services since 2019, and previously spent ten years with the Houston Municipal Employee Pension System. Oak Harvest Investment Services is a team advisory firm serving individuals, families, high-net-worth clients, and retirement plan sponsors with portfolio management, financial planning, and consulting services. The firm combines fundamental, technical, and value/cyclical analysis in managing discretionary client accounts across various asset classes and also advises an open-end mutual fund.

Devoda Owens is a CFP® with five years of industry experience, currently serving as a financial advisor at RIA Advisors in Houston, TX. His prior roles include positions at Clarity Financial, Prime Capital Financial, Linscomb Wealth, and Morgan Stanley. RIA Advisors provides fee-based portfolio management and financial planning to individual clients, charitable organizations, small businesses, and tax-qualified retirement plans. The firm manages approximately $1.53 billion in assets and employs a blend of fundamental and technical analysis, value investing, and Modern Portfolio Theory in its investment approach.

Mark Anthony Jiro is a financial advisor at Prota Financial in Houston, TX, holding a Series 65 designation with three years of industry experience. He previously worked at Management Solutions, Wood, Parsons Corporation, and completed a job search period before joining Prota Financial. Prota Financial provides discretionary investment management and financial planning to individuals, high-net-worth clients, and small businesses. The firm employs model-based portfolio management, including Sharia-compliant options, and manages $270 million in regulatory assets through a team of 13 advisors.

Kelley Mckenna is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Childress Capital Advisors, LLC since 2022. Prior to this, she worked for seven years at Stifel, Nicolaus & Company, Incorporated. Childress Capital Advisors is an SEC-registered firm managing approximately $826 million across 327 client accounts. The firm serves individuals, high-net-worth clients, trusts, and institutional clients using a combination of fundamental and technical analysis with active and passive investment strategies, including the use of derivatives and options within separately managed accounts.

Daniel Whitty is a financial advisor at RIA Advisors in Houston, TX, holding a Series 65 designation with two years of industry experience. He previously worked at Invesco from 2019 to 2021 and was involved with Fix UR Gadget from 2013 to 2019. RIA Advisors provides fee-based portfolio management and financial planning to individuals, charitable organizations, small businesses, and tax-qualified retirement plans. The firm manages approximately $1.53 billion in assets and employs a blend of fundamental and technical analysis, value investing, and Modern Portfolio Theory in its investment approach.

Ricardo Mihaly is a Certified Financial Planner® with 19 years of industry experience, currently serving with ICON Wealth Partners. He has previously worked with Purshe Kaplan Sterling Investments, Inc. and Mass Mutual. In addition to his advisory work, he is an Independent Insurance Agent. ICON Wealth Advisors provides wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and ERISA plans. The firm emphasizes long-term investment strategies using low-cost ETFs and offers customized portfolio allocations based on clients’ goals and risk tolerance.

William Jameson is a CFP® professional based in Sugar Land, TX, with 28 years of industry experience. He has been with WJ Interests, LLC since 1995, where he is part of a five-advisor team. Outside of his advisory role, he is an investor and limited partner in several partnership real estate ventures. WJ Interests provides tailored financial planning and discretionary investment management primarily for individual and family clients, as well as corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs strategic asset allocation with third-party money managers, emphasizes governance practices, and offers daily-updated client portal access and formal proxy-voting guidelines.

Robin Kollannur is a CFA® charterholder with nine years of industry experience, currently serving at Goodman Financial Corporation since 2025. His prior roles include positions at ScopeFour, LLC, Rothschild Asset Management, RVX Asset Management, Medius Capital Group, LLC, and Brandes Investment Partners, LP. He also owns RZK Corp, a software systems consultancy for financial services firms. Goodman Financial Corporation provides discretionary investment management and financial advisory services to high-net-worth individuals, trusts, estates, endowments, corporations, and pension plans. The firm focuses on a fundamental, bottom-up investment approach with customized portfolios emphasizing individual equities and bonds designed for tax efficiency and predictable income.

Jonathan Garrett is a financial advisor at Prota Financial in Houston, TX, holding a Series 65 designation. He has one year of industry experience and previously worked at GB Connections for eight years. Prota Financial provides discretionary investment management and financial planning services to individuals, high-net-worth clients, and small businesses. The firm employs model-based portfolio management, including Sharia-compliant options, and manages $270 million in regulatory assets under management.

James Darby II is a CFP® professional with 11 years of industry experience, currently serving as an advisor at Adell, Harriman & Carpenter. He previously worked at RBC Capital Markets, UBS Financial Services INC, and USCA Securities LLC. Adell, Harriman & Carpenter provides customized investment management and financial planning primarily to high-net-worth individuals and related entities. The firm generally manages assets on a discretionary basis, focusing on individual equities, investment-grade bonds, and ETFs, while offering financial counseling on retirement, estate and tax planning, college funding, company stock option matters, and charitable giving.

Cindy Yac is a financial advisor at FCA Corp with a Series 65 designation and seven years of industry experience. She has been with FCA Corp since 2016. FCA Corp provides portfolio management, financial planning, and consulting services to individuals, managed entities, and open-end investment companies. The firm employs a fundamental and macroeconomic approach to create customized portfolios and serves as the investment adviser to the Commonwealth International Series Trust.

Santiago Garza is a financial advisor at Alterna Wealth Management, Inc. based in Houston, TX. He holds the Series 66 designation and has one year of industry experience. Prior to joining Alterna Wealth Management and Alterna Securities, he worked at Popeyes Louisiana Kitchen and has also held positions at the University of Houston, Lonestar Community College, and Obra D. Tompkins High School. 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 client base outside the United States. The firm employs a disciplined, global approach to asset allocation and diversification using dynamic models and combines quantitative analysis, technical methods, and an in-house trading desk in its investment process.

Jorge Figueroa is a financial advisor at Banorte Asset Management, Inc. in Houston, TX, holding a Series 66 designation with two years of industry experience. His work history includes roles at Banorte subsidiaries and Figtree Financial USA. Banorte Asset Management serves individual and high-net-worth clients, particularly those in Latin America, providing discretionary and non-discretionary portfolio management through customized model allocations and a combination of investment vehicles, including a white-label digital advisory platform.

Patricio Esquivel is a financial advisor at Alterna Wealth Management, Inc. in Houston, TX, holding a Series 66 designation. He has one year of industry experience and previously worked at several firms, including SSA Recruitment and Lumicity. Alterna Wealth Management provides investment advisory and portfolio management services to individuals, high-net-worth clients, trusts, estates, institutions, and charitable organizations. The firm employs a disciplined, global approach to asset allocation and diversification, utilizing quantitative analysis, technical methods, and model strategies across various investment styles.

Thomas Pewtress is a financial advisor at Skybound Wealth USA with six years of industry experience. He holds a Series 65 designation and has worked primarily with Skybound Wealth Management and its affiliated entities since 2018, with prior experience at Beacon Global Advisor Network and deVere Acuma. Skybound Wealth USA serves individuals, families, and internationally mobile clients by providing investment management, financial planning, and cross-border pension advice, including UK pension transfers and ongoing pension management. The firm uses a centralized investment governance framework and typically manages most client assets on a non-discretionary basis.

Gonzalo Uribe Rojas is a financial advisor at GBM Wealth Management, Inc. based in Houston, TX. He holds a Series 66 designation and has one year of industry experience. Prior to joining GBM Wealth Management, he worked at GBM International, Inc. and GBM Mexico, and has experience in academic roles at Anahuac University and Ibero University. GBM Wealth Management provides investment advisory and portfolio management services to a diverse client base including individuals, high-net-worth clients, trusts, corporations, and institutional clients. The firm emphasizes customized portfolio construction using fundamental analysis and offers various strategies ranging from conservative to aggressive, serving both U.S. and non-U.S. residents.

Brandon Blankenship is a financial advisor at Catalyst Wealth Management LLC with two years of industry experience. He holds a Series 66 designation and has prior experience at Innovation Partners LLC and GWN Securities, Inc. Before entering the financial industry, he worked in education for over a decade. Brandon is also a licensed insurance agent and registered representative, offering clients insurance products and commission-based services. Catalyst Wealth Management LLC provides portfolio management and advisory services to individual and high-net-worth clients, including retirement plan participants. The firm manages accounts on a non-discretionary basis using fundamental and technical analysis with a long-term trading orientation and primarily recommends mutual funds, ETFs, fixed income, and REITs through Turnkey Asset Management Programs.