Paul Jackson is a CFA® charterholder with 29 years of experience in the financial industry. He has worked at several firms, including Sowell Management, Shield Advisors Corp., and Aegis Asset Management Inc., and has been with Lifestyle Wealth since 2011. Jackson serves as an Investment Committee Member at Lifestyle Financial Advisors, Inc. Lifestyle Wealth serves individuals, high-net-worth clients, retirement plans, trusts, corporations, and other registered investment advisers. The firm offers discretionary and non-discretionary portfolio management, financial planning, pension consulting, and sub-advisory services, using personalized portfolios that incorporate fundamental, technical, and cyclical analysis.

Kristy Groth is a financial advisor with Precedent Wealth Partners, LLC and holds one year of industry experience. She has worked at Valmet since 2015, where she serves as a quality manager overseeing production in the manufacturing of coating solutions. Precedent Wealth Partners is a four-advisor team managing approximately half a billion dollars for about 165 clients, including individuals, trusts, estates, corporations, and retirement plans. The firm employs a committee-driven investment process that combines asset allocation, active and passive management, and third-party managers, with a distinct focus on participant education and seminar-style outreach in its retirement plan consulting.

Andy Thornton Jr. is a financial advisor with The Clarus Group in Houston, TX, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His prior work includes roles at Raymond James Financial and Kingswood Capital Partners. Outside of advisory work, he serves as president of Thornton Wealth Group, Inc., managing office billing and payroll. The Clarus Group provides wealth management and discretionary investment management services to individuals, trusts, estates, businesses, and retirement plans. The firm employs customized investment models focusing on objectives such as capital preservation and tax minimization, primarily using ETFs and mutual funds, while also offering financial planning and retirement plan advisory services.

Robert Wyrick, Jr. is a financial advisor at Post Oak Private Wealth Advisors in Houston, TX, with 28 years of industry experience. He has been with Post Oak since 2012 and operated as a sole proprietor from 2009 to 2019. Wyrick holds Series 63 and Series 65 licenses. Post Oak Private Wealth Advisors serves individuals, including high-net-worth clients, as well as institutions, pension and profit-sharing plans, trusts, estates, and business entities. The firm offers discretionary and non-discretionary portfolio management, financial planning, and educational seminars, emphasizing value, safety, and risk control through a mix of equities, fixed income, mutual funds, ETFs, options, and proprietary multi-asset class strategies.

Richard Saxon is a financial advisor with Saxon Financial Group in Houston, TX, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His prior work includes positions at Raymond James Financial and Merrill. Outside of his advisory role, he manages agricultural land where he grows and sells oak and palm trees. Saxon Financial Group serves individual and high-net-worth clients, trusts, estates, businesses, and retirement plans, offering investment management, financial planning, and retirement-plan advisory services. The firm employs model-based and customized portfolios with a long-term focus, utilizing a range of investment vehicles and ongoing account monitoring.

William Vaseliades is a financial advisor with Sovereign Wealth Advisors LLC in Houston, TX, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has worked at Sovereign Wealth Advisors since 2015 and concurrently at LPL Financial since 2009. Outside of his advisory roles, he is involved in a photography business based in Houston. 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 various analytical methods and offers comprehensive portfolio management, financial planning, and consulting services, implementing advice both directly and through multiple sponsored programs.

Marc Oster is a financial advisor with Inscription Capital, LLC and Inscription Family Office, LLC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He previously worked at UBS Financial Services and has been a principal at Inscription Capital since 2008. Oster serves as a board member for the Jewish Family Service Houston Foundation, assisting with fundraising efforts. Inscription Capital serves individual clients, including high net worth individuals, and institutional entities such as family offices, trusts, estates, and private foundations. The firm manages approximately $1.56 billion in client assets and offers holistic financial planning, discretionary and non-discretionary portfolio management, retirement plan advisory services, and family office services through a personalized, committee-driven investment process.

Kaleb Jones is a CFP® and Series 66 holder with 11 years of industry experience. He is currently with Lifestyle Wealth, where he has worked since 2018, and has held roles at Cetera Advisors LLC and First Allied Advisory Services. Lifestyle Wealth serves individuals, high-net-worth clients, retirement plans, trusts, corporations, and other registered investment advisers. The firm offers personalized portfolio management, financial planning, and pension consulting, utilizing a range of investment strategies and model portfolios.

Raul Chapa Ugalde is a financial advisor at Alterna Wealth Management, Inc. with four years of industry experience. He holds the Series 66 designation and previously worked at Credit Suisse AG and Credit Suisse Asesoria Mexico. He is also a minority owner of a Mexican venture capital company, Grupo DOSCEROQUINCE SA de CV. 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 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.

John Ross is a financial advisor at Goodman Financial Corporation in Houston, TX, holding a Series 65 designation. He has been with Goodman Financial since 2026 and previously worked at Talascend LLC for 11 years. Goodman Financial Corporation offers discretionary investment management and financial advisory services to individuals, trusts, estates, endowments, corporations, and pension plans. The firm employs a fundamental, bottom-up investment approach focused on customized portfolios with direct holdings in equities and bonds, emphasizing tax efficiency and predictable income.

Ann Deaton is a financial advisor at Angeles Wealth Management, LLC in Houston, TX, holding Series 63, 65, and 66 licenses with 36 years of industry experience. She previously worked at U.S. Capital Wealth Advisors, LLC, USCA Securities LLC, and Usca Ria LLC. Outside of her advisory role, she serves on the investment committee of the Greater Houston Community Foundation and holds board positions with the Goodwill Foundation and the Girl Scouts of San Jacinto. Angeles Wealth Management provides discretionary portfolio and wealth management, financial planning, and limited philanthropy consulting primarily to high-net-worth individuals, charitable organizations, and corporations. The firm generally acts as a manager-of-managers, incorporating alternative investments and leveraging affiliates for research and portfolio management.

Phillip Hammett is a financial advisor with TIP Group LLC in Houston, TX, holding Series 63 and Series 65 licenses and with seven years of industry experience. His prior roles include positions at The O.N. Equity Sales Company and Northwestern Mutual Investment Services LLC. He is also a part owner of an online retail business, Virtual Amazon Store, LLC. TIP Group LLC provides portfolio management and financial planning services to individuals, high-net-worth clients, and business entities, using a combination of fundamental analysis, modern portfolio theory, and technical analysis. The firm offers both discretionary and non-discretionary management, conducting periodic reviews and coordinating with third-party managers when applicable.

Emilio Mejia is a financial advisor with Alterna Wealth Management, Inc. in Houston, TX, holding a Series 66 designation and possessing 25 years of industry experience. He has worked extensively with Actinver Securities and Actinver Wealth Management since 2008. 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 dynamic models and combining quantitative analysis, technical methods, and an in-house trading desk.

Campbell Gibson is a financial advisor at Trinity Legacy Partners, LLC in Houston, TX, holding a Series 65 designation with two years of industry experience. Prior to joining Trinity Legacy Partners, he worked at the University of Houston and Rice University, with earlier experience at Glendmond College. Trinity Legacy Partners is a fee-only, SEC-registered firm managing approximately $521 million in client assets, serving individuals, high-net-worth clients, trusts, estates, corporations, and charitable organizations. The firm offers discretionary asset management, financial planning, and retirement-plan consulting, with portfolios that may include a diverse range of instruments and features a private pooled vehicle focusing on options strategies for accredited investors.

John Husbands is a financial advisor with Portfolio Advisory Council, L.L.C. in Houston, TX, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. He has worked at Mutual Securities, Inc. since 2017 and previously spent a decade at Cambridge Investment Research, Inc. Husbands serves on the Board of Trustees for Conroe Independent School District, where he is involved in oversight of school district policy and budget. Portfolio Advisory Council provides financial planning and portfolio management to individuals, corporations, pension and profit-sharing plans, Taft-Hartley plans, and charitable institutions. The firm focuses on retirement income planning and manages business retirement arrangements with an investment approach that combines growth and income strategies using various asset classes and analytical methods.

Erin Erdil is a financial advisor with Saxon Financial Group in Houston, TX, holding Series 63 and Series 65 licenses and over 30 years of industry experience. Her career includes roles at Morgan Stanley and Raymond James Financial, and she has owned Erdil Financial Group, Inc. since 2007, managing the day-to-day affairs of the business and client assets. Saxon Financial Group serves individual and high-net-worth clients, trusts, estates, businesses, and retirement plans, offering investment management, financial planning, and retirement-plan advisory services through model-based and customized portfolios with a primarily long-term investment orientation.

John Sullivan is a financial advisor with JCP Investment Management, LLC in Houston, TX, holding a Series 65 designation and three years of industry experience. He previously worked at Navillus Management LLC and Harborside Associates, with a combined career spanning over 17 years. Outside of his advisory role, Mr. Sullivan is involved in multiple family businesses focused on agricultural and real estate investments, where he holds various management and oversight positions. JCP Investment Management provides discretionary investment advisory services primarily to high-net-worth individuals through pooled investment vehicles, sub-advised funds, and separately managed accounts. The firm employs fundamental and cyclical analysis and utilizes a range of strategies, including long- and short-term trading, derivatives, and risk management techniques, with a focus on performance-based compensation and comprehensive reporting for investors.

Pamela Reynoso is a financial advisor with GBM Wealth Management, Inc. in Houston, TX, holding Series 63 and Series 66 credentials and bringing 22 years of industry experience. Her career includes roles at Portafolio Advisory Solutions LLC and several GBM-affiliated entities spanning over a decade. Reynoso also works with Portfolio Investments, Inc., where she has been active since 2016. 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 across a range of strategies and serves both U.S. and non-U.S. residents through discretionary and non-discretionary accounts.

Stephen Mchale is a CFP® with 28 years of industry experience, currently serving as a financial advisor at Sovereign Wealth Advisors LLC since 2017. He has also been associated with LPL Financial, LLC since 2014. Outside of his advisory role, he is active as a soccer referee in Houston, TX. 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 combines fundamental and technical analysis with a variety of investment strategies and utilizes sponsored advisory programs and third-party manager platforms to meet client needs.

Ashley Trlica is a CFP® professional with six years of industry experience. She has worked at Saxon Financial Group since 2023 and previously spent nine years at Linscomb & Williams Inc. Saxon Financial Group manages approximately $616 million in client assets through a 12-advisor team, serving individuals, trusts, estates, businesses, and retirement plans. The firm offers investment management, financial planning, and retirement-plan advisory services, using a research process based on fundamental and cyclical analysis and maintaining a generally long-term investment orientation.