Qingkun Xu is a financial advisor at Prota Financial with seven years of industry experience. He holds the Series 63 and Series 65 credentials. Prior to joining Prota Financial in 2022, he worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. from 2019 to 2022. Xu is also the owner of Promethean Design & Marketing, a non-investment related advertising and graphic design business. 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 regulatory assets of approximately $270 million.

Leia Carpenter is a CFA® charterholder with 22 years of industry experience. She has been with Adell, Harriman & Carpenter in Houston, TX, since 1996. Adell, Harriman & Carpenter provides customized investment management and financial planning primarily to high-net-worth individuals and related entities. The firm manages assets on a discretionary basis, investing in equities, investment-grade bonds, and ETFs, and offers financial counseling on retirement, estate and tax planning, college funding, company stock option matters, and charitable giving.

Alexander Baker is a financial advisor at Burke Wealth Management, LLC in Houston, TX, with two years of industry experience. Prior to his advisory role, he was the owner and employee of Baker Anesthesia Services LLC and held medical positions at Albany Medical Center, Anesthesia School, and Ochsner Medical Center. Burke Wealth Management provides discretionary portfolio management primarily to individual and high-net-worth clients, as well as trusts, retirement plans, charitable organizations, and other investment advisers. The firm’s investment approach focuses on a concentrated, long-term strategy targeting high-quality, large-cap growth companies combined with corporate bonds in its Balanced Growth option, and it also sponsors and sub-advises a registered ETF.

Jose Macouzet is a financial advisor with GBM Wealth Management, Inc. in Houston, TX, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. His background includes roles at multiple GBM entities and firms such as Portfolio Investments, Inc. and Citicorp Investment Services. Outside of advising, he is the owner of LUNIMAC, LLC, and a passive investor in NILUMAC LLC, a company involved in real estate, hospitality, and travel in Mexico. 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 focuses on customized portfolio construction using fundamental analysis and offers a variety of strategies across both U.S. and non-U.S. markets, operating primarily through discretionary portfolio management.

Maribel Galindo is a financial advisor at Alterna Wealth Management, Inc. in Houston, TX, holding a Series 66 designation with 17 years of industry experience. She has prior work history at Citigroup Global Markets and Citibank n.a. Outside of advisory work, she holds ownership in a rental property located in Miami, FL. Alterna Wealth Management provides investment advisory and portfolio management services to individuals, high-net-worth clients, trusts, estates, institutions, and charitable organizations, utilizing a disciplined, global approach to asset allocation and diversification with a focus on model strategies and a combination of quantitative and technical analysis.

Kyle Smith is a financial advisor at Precedent Wealth Partners, LLC with one year of industry experience. Prior to joining the firm, he held positions at Hines, Roboze, USA Inc., Aspen Technology, and Ferguson Waterworks. Outside of his advisory role, he works as an assistant property manager for a real estate investment manager. Precedent Wealth Partners 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, employing a committee-driven investment process that combines asset allocation, active and passive management, and third-party managers, with a particular focus on client education and retirement plan consulting.

Leonard Golub is a CFA® charterholder with 18 years of industry experience. He is affiliated with New Capital Management, LP and has worked at Dove Partners, Ltd. since 1997. New Capital Management LP provides fee-only investment and wealth management services primarily for families, individual investors, trusts, businesses, charitable foundations, and pension plans. The firm employs broadly diversified portfolios combining passive and active strategies and offers integrated financial planning services.

Christopher Day is an investment advisor with Doliver Advisors, L.P., holding a Series 65 credential and eight years of industry experience. He has worked at Days Global Advisors since 2019 and Doliver Capital Advisors since 2018, and previously at DLZP Group, LLC from 2016 to 2018. Day serves as a Managing Member and Chief Compliance Officer at Days Global Advisors, where he is involved as a non-discretionary sub-adviser to an ETF. Doliver Advisors serves individual and high-net-worth clients, trusts, foundations, and pooled investment vehicles, offering wealth management, customized portfolio management, a quantitative closed-end fund strategy, and access to private equity opportunities. The firm also acts as adviser and sponsor for multiple private funds and special purpose vehicles, utilizing quantitative models and proprietary automated trading platforms with various sub-advised strategies.

Ryan Sleeper is a CFP® certificant with 15 years of experience in the financial services industry. He currently works at The Clarus Group and has previously been affiliated with Kingswood Capital Partners and Raymond James Financial Services. The Clarus Group provides wealth management and discretionary investment management to individuals, trusts, estates, businesses, and retirement plans. The firm employs customized investment models primarily using ETFs and mutual funds, with a generally long-term approach, and offers additional services including estate planning document generation.

Brett Carleton is a financial advisor at Heritage Wealth Management in Houston, TX, holding the CFP® and ChFC® designations with 35 years of industry experience. He has been with Heritage Wealth Management since 2002. Heritage Wealth Management provides financial planning and investment advisory services to individuals, high-net-worth individuals, and trusts, managing approximately $357 million in discretionary assets. The firm offers a sponsor-operated wrap fee program and managed non-wrap accounts, including separately managed-account sleeves focused on tax efficiency.

Luis Osawa Guerrero is a Series 66-licensed financial advisor at Monex Asset Management, Inc. in Houston, TX, with five years of industry experience. He has been with Monex Asset Management since 2022 and previously worked at Monex Securities and the University of St Thomas. Monex Asset Management serves individuals, including high-net-worth clients, as well as corporations, trusts, estates, and charitable organizations, offering discretionary and non-discretionary portfolio management and investment consulting. The firm employs a variety of investment strategies and relies on sub-advisory and technology partnerships to support its services.

Salomon Lahana is a financial advisor at Banorte Asset Management, Inc. with 13 years of industry experience. He holds Series 63 and Series 66 licenses. His prior roles include positions at PNC Bank, BBVA Wealth Solutions Inc., and Invex Advisors LLC. Banorte Asset Management, Inc., operating as Banorte Wealth Advisors, provides discretionary and non-discretionary portfolio management to individuals, high-net-worth clients, trusts, estates, charitable organizations, and corporations. The firm offers customized portfolios and model strategies ranging from fixed income to global equities, serving a largely international client base with a focus on Latin America.

Christopher Winters is a financial advisor at Burke Wealth Management, LLC with seven years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at JPMorgan Securities LLC, JPMorgan Chase Bank NA, and Captrust Financial Advisors. Winters is based in Houston, TX. Burke Wealth Management provides discretionary portfolio management primarily to individual and high-net-worth clients, as well as trusts, retirement plans, charitable organizations, and other investment advisers. The firm focuses on a concentrated, long-term growth strategy targeting high-quality, large-cap companies and offers both equity and balanced growth options.

Thomas Callahan is a Series 65-licensed financial advisor with 12 years of industry experience. He is affiliated with Callahan Advisors, LLC, where he has worked since 2012. 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 manages approximately $1.2 billion in assets across about 425 client accounts, focusing on U.S.-listed equities supplemented by fixed income and ETFs, with portfolio decisions guided by client risk tolerance and long-term objectives.

Antonio Castillo is a CFP® and holds a Series 65 license with four years of industry experience. He has worked at Goodman Financial Corporation since 2023 and previously held roles at RWM Capital, Bellaire Capital Management, and Garrett Investment Advisors. Before entering the financial advisory field, he spent 14 years at CEMEX Inc. 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 using a customized, risk-aware investment process that emphasizes direct equity and bond purchases combined with fundamental and macroeconomic research.

Stephen Fougerousse is a financial advisor with Lifestyle Asset Management, Inc. He holds a Series 63 designation and has 37 years of industry experience. His career includes roles at Cetera Advisors LLC, First Allied Advisory Services, and Lifestyle Financial Advisors, Inc. He also serves as a trustee for multiple family trusts. Lifestyle Asset Management, Inc. provides advisory services to individuals, retirement plans, trusts, charitable organizations, and other entities, managing approximately $571 million in discretionary assets. The firm offers tailored portfolio management, financial planning, and pension consulting using a variety of investment strategies and serves as a sub-advisor and model provider to other RIAs.

Keith Fenstad is a CFP® professional with 12 years of industry experience, currently serving at Tanglewood Total Wealth Management, Inc. in Houston, TX. He has been with the firm since 2002, contributing to its team of nine advisors. 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 employs a customized asset-allocation process using mutual funds, ETFs, and individual bonds, providing regular performance reporting and accommodating client-directed strategies such as tax-aware accounts and targeted gold allocations.

Hunter Coday is a CFP® with five years of industry experience, currently serving as an advisor at Goodman Financial Corporation. He has worked at Goodman Financial since 2020 and previously spent time at The Financial Advisory Group, Inc. in 2019. Goodman Financial Corporation provides discretionary investment management and targeted financial advisory services to individuals, trusts, estates, endowments, corporations, and pension plans. The firm emphasizes a fundamental, bottom-up investment process with customized portfolios largely focused on individual equities and bonds to enhance tax efficiency and income predictability.

Brede Klefos is a financial advisor at Sanders Morris LLC with 46 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Sanders Morris Harris LLC since 2017, following five years at Wunderlich Securities, Inc. He serves as the Honorary Chairman Emeritus of the U.S. Fund for UNICEF, a nonprofit organization. Sanders Morris LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high net worth families, retirement plans, trusts, estates, and corporations. The firm primarily manages portfolios on a discretionary basis through wrap-fee programs, utilizing third-party portfolio managers and model portfolios to offer diversified investment allocations tailored to client objectives and risk tolerance.

Patrick Smith is a financial advisor at Lavaca Capital, LLC with 16 years of industry experience. He holds a Series 66 designation and has previously worked at Raymond James and Associates. Lavaca Capital provides investment advisory and sub-advisory services to a selective client base that includes asset managers, registered investment advisers, family offices, high-net-worth individuals, and institutional investors. The firm employs a flexible investment approach across equities, fixed income, and derivatives, with a focus on option strategies for both hedging and return generation.