Larry Bell is a CFP® professional with 22 years of industry experience, currently serving at Trinity Legacy Partners, LLC since 2014. He is the managing member of Lifetree Financial, LLC, a company focused on publishing educational materials on financial stewardship, where he engages in writing, publishing, consulting, and public speaking. Additionally, he holds a volunteer board position with Clear Creek Counseling, a nonprofit organization. Trinity Legacy Partners is a fee-only, SEC-registered investment adviser that offers discretionary portfolio management, financial planning, and investment consulting to individuals, trusts, estates, corporations, and charitable organizations. The firm manages diverse securities and sponsors a private pooled investment vehicle employing an options-based strategy for accredited clients.

David Spann is a CFP® professional with 15 years of experience in financial advising, currently serving at Sovereign Wealth Advisors LLC since 2015. He also maintains a role with LPL Financial, where he has worked since 2010. Spann holds a Series 66 license and is involved in providing non-variable insurance products, including life, disability, and fixed annuities. Sovereign Wealth Advisors LLC serves individuals, trusts, retirement plans, and corporate clients by offering portfolio management, financial planning, retirement-plan consulting, and educational seminars. The firm uses a combination of fundamental and technical analysis with various investment strategies and offers access to sponsored advisory programs and third-party manager platforms.

James Leopold II is a financial advisor at Arkos Global Advisors, LLC in Houston, TX, holding Series 63 and Series 65 licenses with 10 years of industry experience. He previously worked at The Prudential Insurance Company of America and Pruco Securities, LLC from 2016 to 2021. Arkos Global Advisors provides financial planning, consulting, and wealth management services to individuals, trusts, estates, charitable organizations, and business entities. The firm uses a combination of fundamental, technical, and cyclical analysis alongside both in-house and third-party research to build diversified, goal-oriented portfolios for retail and high-net-worth clients.

William Monroe Jr. is a financial advisor at Callahan Advisors, LLC with seven years of industry experience. He holds a Series 65 designation and previously worked at Monroe Capital Management LLC and Bayou City Capital, LLC. Callahan Advisors, LLC provides discretionary investment management primarily to individuals, including high-net-worth clients, as well as charitable organizations, foundations, trusts, estates, and retirement accounts. The firm emphasizes U.S.-listed equity securities complemented by corporate and government debt, ETFs, and money market funds, with portfolio decisions guided by client risk tolerance and long-term objectives.

Guillermo Pena Facio is a financial advisor at Banorte Asset Management, Inc. with three years of industry experience. He holds a Series 66 designation and has been with Banorte and its affiliated entities since 2023. Prior to his current role, he worked at Tecnologico de Monterrey for seven years and has experience with ventures such as Velez Coaching and TuHabi Mexico. Banorte Asset Management, Inc. serves individual and high-net-worth clients, including trusts and charitable organizations, primarily in Latin America with a focus on Mexican citizens. The firm offers discretionary and non-discretionary portfolio management through traditional and digital programs, using customized portfolios that include a range of assets from fixed income to equities.

Jacob Johnson is a financial advisor at Lavaca Capital, LLC with seven years of industry experience. He holds a Series 65 designation and has worked previously at MUFG Union Bank and Petroboard. Lavaca Capital, LLC provides discretionary investment advisory and sub-advisory services primarily to institutional and high-net-worth clients, including asset managers, registered investment advisers, and family offices. The firm employs equity and option strategies aimed at risk-adjusted returns and downside protection, and it also sponsors private pooled funds with performance-based fee arrangements.

Bradley Bowman is a financial advisor with Sovereign Wealth Advisors LLC in Houston, TX, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. His prior roles include positions at LPL Financial, Intrua Financial, Cetera, and Prosperity Bank. Sovereign Wealth Advisors LLC serves individuals, trusts, retirement plans, and corporate clients by providing portfolio management, financial planning, retirement plan consulting, and educational seminars. The firm combines fundamental and technical analysis with a variety of investment strategies and offers access to sponsored advisory programs and third-party manager platforms.

Rebecca Mc Elroy is a financial advisor with Horizon Wealth Advisors in Houston, TX, holding 10 years of industry experience. She has worked at Horizon Advisors, LLC since 2016 and previously at Maddox, Thomson and Associates. She serves as treasurer for Houston PetSet, an animal welfare nonprofit organization. Horizon Wealth Advisors is an independent, fee-only firm offering comprehensive financial planning and discretionary portfolio management. The firm serves individuals, trusts, pension plans, and other entities, typically working with clients who have substantial investable assets.

Luke Papaelias is a financial advisor at Tanager Wealth Management with two years of industry experience. He has worked at several firms including Gessner Wealth Strategies, Cross Border Wealth, and Holborn Assets, and previously operated Papaelias Financial Solutions. Tanager Wealth Management provides advisory services to individuals, high-net-worth clients, trusts, charities, and retirement plans, offering portfolio management and comprehensive financial planning. The firm’s investment approach focuses on asset allocation and fundamental analysis, tailoring portfolios to client objectives and reviewing them quarterly.

Morgan Arriaga is a financial advisor at MDT Financial Advisors, LLC with a Series 66 credential and one year of industry experience. Prior to joining MDT, Morgan worked at Wells Fargo Advisors and has a background in education. MDT Financial Advisors serves individuals, pension plans, charitable organizations, and corporations by providing wealth and investment management, financial planning, and fiduciary services. The firm employs a combination of active and passive investment strategies tailored to clients’ objectives and manages approximately $294 million in discretionary assets.

Kenneth Moffet is a financial advisor at Hourglass Capital, LLC with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Hourglass Capital since 2008. Hourglass Capital provides discretionary separately managed account investment management and consulting services to individuals, trusts, pension and profit-sharing plans, charitable organizations, and certain corporations. The firm employs a multi-method investment process and manages approximately $598 million across about 96 client accounts.

Daniel Adams is a financial advisor at Analog Capital Partners LLC with six years of industry experience. He holds Series 63, 65, and 66 licenses. Prior to joining Analog, Adams worked at Invesco and International Strategy & Investment Group LLC, and he has experience as an account manager at Refinitiv. Analog Capital Partners provides discretionary portfolio management and financial planning to individual and high-net-worth clients, as well as subadvisory services to other investment advisers. The firm customizes portfolios based on clients’ time horizons and risk tolerances, employing a mix of fundamental, quantitative, technical, and modern portfolio theory strategies across various asset classes.

Michael Gorman is a financial advisor at Modern Capital Advisors, LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Liberty Partners Financial Services, LLC since 2015 in addition to his role at Modern Capital Advisors since 2014. Modern Capital Advisors provides financial planning, portfolio and wealth management, and retirement-plan consulting to individuals, including high-net-worth clients, as well as pension and profit-sharing plans, charitable organizations, and corporations. The firm employs a core-and-satellite investment approach with globally diversified portfolios and offers Strategic Portfolio Management strategies using model portfolios or third-party strategists.

Julio Cacho Diaz is a financial advisor at Inscription Capital, LLC with nine years of industry experience. He holds a Series 65 designation and has worked at Inscription Capital since 2020. He also serves as an instructor at Rice University and is the Chief Wealth Manager at Grupo Bursatil Mexicano, where he advises on investment product strategy and training. Inscription Capital serves individual and institutional clients, including high net worth individuals, family offices, trusts, and private foundations, managing approximately $1.56 billion in assets. The firm employs a personalized, committee-driven investment process focused on fundamental analysis and long-term diversified allocations across a broad range of asset types.

Valentina Beraud Macgowan is an advisor at GBM Wealth Management, Inc. in Houston, TX, holding a Series 66 credential with one year of industry experience. Her prior work includes roles at GBM International, Inc., Bodyguard.AI, and ESSCA, among others. 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 offers customized portfolios using fundamental analysis and a variety of investment strategies, including ETF-focused and quantitative approaches, serving both U.S. and non-U.S. clients with discretionary and non-discretionary account management.

Luis Suarez Perez is a financial advisor at Finamex Asset Management, LLC in Houston, TX, holding Series 65 and Series 63 licenses with six years of industry experience. His prior roles include positions at Alterna Securities, Inc., J.P. Morgan Securities LLC, and JPMorgan Chase Bank, N.A. Finamex Asset Management provides portfolio management, financial planning, and consulting services primarily to high-net-worth individuals in Mexico, as well as institutional clients such as pension fund managers and businesses. The firm employs a combination of Modern Portfolio Theory and tactically managed, rule-driven strategies, with an emphasis on active fixed-income and sector supervision, and manages a majority of assets on a non-discretionary basis.

Santiago Padruno is a financial advisor at Alterna Wealth Management, Inc. in Houston, TX, holding a Series 66 designation and six years of industry experience. He has previously worked at Bank of America, Merrill, and Alterna Securities. Outside of advising, he is the owner of a dormant salsa company named PicaRico. Alterna Wealth Management provides investment advisory and portfolio management services to individuals, high-net-worth clients, trusts, estates, institutions, and charitable organizations, with a client base that includes many international referrals. The firm employs a disciplined, global approach to asset allocation and diversification, utilizing dynamic models and combining quantitative analysis with technical methods and an in-house trading desk.

Palmer White is a CFP® with one year of industry experience, currently serving as a financial advisor at Life Line Wealth Management LLC. His prior employment includes roles at Northwestern Mutual and Life Line Financial Group. Outside of finance, he has worked in the nightclub industry and spent five years at Chadron State College. Life Line Wealth Management LLC is a small team-based registered investment adviser managing approximately $557.6 million in assets. The firm primarily serves individual clients, trusts, and small business entities, focusing on passive, asset-allocation strategies using ETFs while integrating other asset classes as appropriate.

Benjamin Mccue is a CFA® charterholder with seven years of industry experience. He has worked at Goodman Financial Corporation since 2020 and previously was with MUFG Securities Americas Inc. from 2018 to 2020. 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 combining fundamental research and macro analysis, generally implementing portfolios with individual equities and bonds rather than layered mutual funds.

Juan Valdivieso is a financial advisor at Banorte Asset Management, Inc. with 28 years of industry experience. He holds the ChFC® and Series 63 designations. His prior experience includes roles at Allstate Insurance Company and managing his own insurance and financial services firm. Banorte Asset Management, Inc. serves individual and high-net-worth clients, primarily Mexican citizens and other Latin American clients, offering discretionary and non-discretionary portfolio management through both traditional and digital wrap-fee programs. The firm utilizes a range of model allocations and investment vehicles, and is part of the larger Banorte group with affiliated broker-dealer and insurance entities.