Elijah Lopez is a financial advisor at Manske Wealth Management, LLC in Houston, TX, holding a Series 65 designation with eight years of industry experience. He has been with Manske Wealth Management since 2015. Manske Wealth Management provides financial planning, consulting, and discretionary investment management to individuals, trusts, estates, corporations, and business entities. The firm manages approximately $608 million in client assets across a seven-advisor team and employs a goal-based investment approach, incorporating fundamental, technical, and cyclical analysis in constructing tailored portfolios.

Thomas Staerker is a financial advisor at Saxon Financial Group with eight years of industry experience. He holds a Series 66 designation and previously worked at Raymond James Financial Services and Atlantes Goeconsulting LLC. Outside of his advisory role, he is the managing partner of Staerker Brothers LLC and has a referral arrangement with a local CPA firm. Saxon Financial Group manages approximately $616 million in client assets through a team of 12 advisors, serving individuals, trusts, estates, businesses, and retirement plans. The firm offers investment management, financial planning, and retirement-plan advisory services with a portfolio approach that includes mutual funds, ETFs, individual stocks, options, fixed income, alternative investments, and independent managers.

Maco Fowlkes is a CFP® and ChFC® with 37 years of industry experience. He is principal and investment adviser representative at Branson Fowlkes & Co Inc and has been associated with the firm and its affiliates since 1991. Fowlkes also serves as assistant secretary on the West Harris County Municipal Utility District 5 board. Branson, Fowlkes & Company provides investment advisory and financial planning services to individuals, families, trusts, estates, charitable organizations, and small- to medium-sized businesses. The firm employs a multi-level diversification strategy combining asset-class allocation with diversification across investment styles and manager selections, often implementing client plans on a discretionary basis using active trading and cash management.

Gary Alden is a financial advisor with Kingwood Investment Group, holding Series 63 and Series 65 designations and bringing 32 years of industry experience. His prior roles include positions at NEXT Financial Group, LPL Financial, and UBS Financial Services. Kingwood Investment Group provides discretionary investment management and financial planning services to individuals and high-net-worth clients, employing varied strategies including asset allocation, dollar-cost averaging, and technical analysis. The firm operates as an SEC-registered investment adviser and may utilize third-party sub-advisors and platforms to manage and rebalance client portfolios.

Richard Kaplan is a financial advisor at Inscription Capital, LLC with 29 years of industry experience. He holds Series 63 and Series 65 designations and previously worked for Legacy Asset Securities, Inc. and Legacy Asset Management, Inc. Outside of his advisory role, Kaplan has served as treasurer of the board for Emery Weiner School and is involved with the Holocaust Museum Houston and Congregation Beth Israel in various financial and committee roles. Inscription Capital, LLC provides holistic financial planning and investment management services to individuals, family offices, trusts, estates, private foundations, and retirement plans. The firm emphasizes individualized, long-term fundamental investment approaches and offers diversified portfolios managed by an investment committee using a variety of asset types and implementation channels.

Bretton Williams is a CFP® professional with 26 years of industry experience, currently serving as an advisor at Saxon Financial Group. His prior experience includes 12 years at Raymond James Financial and Raymond James Financial Services, Inc. He also serves as Secretary and Treasurer of the Villas of Hempstead Homeowners Association in Houston, TX. Saxon Financial Group serves individual and high-net-worth clients, trusts, estates, businesses, and retirement plans by providing investment management, financial planning, and retirement-plan advisory services. The firm constructs model-based and customized portfolios with a long-term focus, using a range of investment vehicles including mutual funds, ETFs, equities, options, fixed income, and alternatives.

Michael Bishop is a financial advisor with Branson, Fowlkes & Co Inc in Houston, TX, holding Series 65 and Series 63 licenses and possessing 27 years of industry experience. He has worked with Branson, Fowlkes & Co and its related entities since 2022 and previously spent 14 years at Triad Advisors, Inc. Bishop serves as a board member for Harris County Municipal Utility District No. 58, participating in monthly reviews of operations and expenses. Branson, Fowlkes & Company provides investment advisory and financial planning services to individuals, families, trusts, estates, charitable organizations, and small- to medium-sized businesses, as well as pension and profit-sharing plans. The firm employs a multi-level diversification strategy combining asset-class allocation with diversification across investment styles and manager selections, using both fundamental and technical analysis alongside third-party research.

Jason Burdine is a financial advisor at Post Oak Private Wealth Advisors in Houston, Texas, with 21 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at firms including Investment Professionals, Inc., LPL Financial LLC, and Incomar Investments, LLC. Outside of his advisory role, he advises on school curriculum through a separate educational business. Post Oak Private Wealth Advisors serves individuals, institutions, and various plan types with portfolio management, financial planning, and educational seminars. The firm manages approximately $282 million in discretionary assets, employing a value- and risk-focused investment philosophy that incorporates a mix of equities, fixed income, mutual funds, ETFs, options, and proprietary manager research.

Jeff Peskin is a financial advisor with Sovereign Wealth Advisors LLC in Houston, TX, holding the Series 66 designation and 26 years of industry experience. He has worked at Sovereign Wealth Advisors since 2015, at LPL Financial since 2005, and earlier at Morgan Stanley from 2000 to 2005. 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 both discretionary and non-discretionary management, implementing advice through multiple sponsored programs and third-party managers.

James Mccarthy is a financial advisor with The Clarus Group in Houston, TX, holding a Series 63 designation and 55 years of industry experience. His prior roles include positions at Kingswood Capital Partners, The Noble Group, and Raymond James across multiple entities from 1994 to 2020. 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 focused on objectives such as absolute return, capital preservation, income generation, and tax minimization, utilizing ETFs, mutual funds, and other instruments with a generally long-term investment approach.

Hoang Khoi Ly is a financial advisor at Manske Wealth Management, LLC with five years of industry experience. He holds Series 65 and Series 63 licenses. Prior to joining Manske Wealth Management in 2025, he worked at firms including Nordstrom, Nava Real Estate, and Invesco. Manske Wealth Management provides financial planning, consulting, and discretionary wealth and portfolio management to individuals, trusts, estates, corporations, and business entities. The firm manages approximately $707 million for around 480 clients, using tailored portfolios that incorporate mutual funds, ETFs, individual securities, and alternative allocations, with investment success measured against client-specific objectives.

Christopher Hassell is a financial advisor at 15 Wealth Advisors LLC in Houston, TX, holding a Series 66 designation with five years of industry experience. His career includes roles at LPL Financial LLC, TSFG, LLC, and VALIC Financial Advisors Inc. Outside of his advisory work, he is the owner of Cafe Siena, a coffee business. 15 Wealth Advisors is a registered investment adviser that provides discretionary portfolio management, financial planning, and employer-focused services such as retirement plan consulting. The firm builds customized portfolios using a combination of fundamental, quantitative, technical, and modern portfolio theory analyses, typically recommending ETFs and occasionally engaging third-party managers.

Douglas Yauger is a financial advisor with Sovereign Wealth Advisors LLC in Houston, TX, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has been with Sovereign Wealth Advisors since 2015 and has concurrently worked at LPL Financial since 2008. Sovereign Wealth Advisors 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 range of investment strategies and offers clients access to sponsored advisory programs and third-party manager platforms.

Richard Wiesner is a financial advisor at Haven Wealth Group in Cypress, TX, holding a Series 65 designation with 12 years of industry experience. He previously retired from 2009 to 2018 before joining his current firm. Haven Wealth Group provides discretionary investment management and comprehensive financial planning for individuals, foundations, pension and 401(k) plans, and corporations. The firm emphasizes direct selection of individual stocks and bonds, tailoring asset allocations to clients’ risk tolerance, cash-flow needs, and values.

Donna Medcalf is a financial advisor at Callahan Advisors, LLC with 19 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Granite Harbor Advisors, INC., D.H. Hill Securities, LLLP, and Asset Management Advisors. 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 alongside corporate and government debt, ETFs, and money market funds, tailoring portfolios based on client risk tolerance and long-term goals.

Conor Mullens is a financial advisor at Kingwood Investment Group in Kingwood, TX, holding a Series 65 designation. He has one year of experience in the financial services industry, having joined Kingwood Investment Group in 2025 after a ten-year tenure at Bruker Scientific LLC. Kingwood Investment Group provides discretionary investment management and financial planning services to individuals and high-net-worth clients. The firm offers tailored advice based on client objectives and risk tolerances, utilizing a mix of asset allocation, dollar-cost averaging, technical analysis, and various investment strategies, and may engage third-party sub-advisors to manage client portfolios.

Jerry Smith is a financial advisor with Portfolio Advisory Council, L.L.C. in Houston, TX, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has been with Portfolio Advisory Council and Cimarron since 1999. Portfolio Advisory Council, L.L.C. serves individual investors, corporations, pension and profit-sharing plans, Taft-Hartley plans, and charitable institutions by providing financial planning, retirement-plan consulting, and investment management. The firm uses a growth-and-income investment strategy with fundamental, technical, and cyclical analysis to construct individualized portfolios, generally managing accounts on a discretionary basis.

Matthew Goff is a financial advisor with The Goff Financial Group in Houston, TX. He holds a Series 63 designation and has 13 years of industry experience. He has been an investment advisor with Matthew Goff Investment Advisor, LLC since 2008. The Goff Financial Group provides fee-only investment management and financial planning to individuals, high-net-worth clients, small businesses, and retirement plans. The firm manages approximately $674 million in assets, offering tailored portfolios built around clients’ objectives and risk tolerance, with investment options including equities, mutual funds, bonds, cash sweep vehicles, and limited use of options for hedging or income generation.

Heath Hightower is a CFP® professional with 22 years of industry experience, currently serving at Financial Synergies in Houston, TX. He worked at Financial Synergies Wealth Advisors, Inc. from 2003 to 2004. Financial Synergies serves a diverse client base including individuals, retirement plans, trusts, charitable organizations, and businesses, offering investment management and financial planning services. The firm uses a diversified asset-allocation approach with an emphasis on no-load mutual funds and ETFs, and offers performance-based fee arrangements to eligible clients.

Cole Girouard is a financial advisor at The Clarus Group with a Series 65 designation and one year of industry experience. He has worked at The Clarus Group since 2022 and previously at Worldwide Express and Lamar University. The Clarus Group provides wealth management and discretionary investment management services to individuals, trusts, estates, businesses, and retirement plans, with a focus on customized investment models using ETFs, mutual funds, and other instruments. The firm also offers financial planning, retirement plan advisory services, and estate planning document generation, managing client portfolios either directly or through independent managers.