Juan Carlos Barraza is a financial advisor at Banorte Asset Management, Inc. with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at various Banorte entities as well as PNC Investments and BBVA Securities. His career includes roles at Banorte Ventures Ltd. and Banorte Securities International, Ltd. Banorte Asset Management, Inc. serves individual and high-net-worth clients, particularly Mexican citizens, offering discretionary and non-discretionary portfolio management through tailored model allocations and a digital advisory platform. The firm’s offerings include individual securities, ETFs, mutual funds, structured notes, and private investments, with a focus on Latin American clientele.

William Hughes Jr. is a financial advisor at Hurwitz Associates, Inc. in Houston, TX, holding Series 63 and Series 65 licenses with 55 years of industry experience. He has worked at Hurwitz Associates since 2016. Hurwitz Associates provides discretionary and non-discretionary investment management primarily for individual and high-net-worth clients, focusing on separately managed portfolios aligned with clients’ objectives. The firm emphasizes asset allocation using Modern Portfolio Theory with international exposure and manages portfolios with a long-term, low-turnover approach.

Mark Mcmeans is a CFA® charterholder with 21 years of industry experience, currently serving at Brasada Capital Management, LP since 2008. He holds a Series 63 license and is based in Houston, TX. Brasada Capital Management, LP is an SEC-registered investment adviser managing a private pooled investment vehicle and providing discretionary portfolio management for separately managed accounts. The firm also offers sub-advisory services to other financial institutions and model portfolios to wrap-fee sponsors, employing a bottom-up, long/short equity investment approach that combines fundamental analysis with quantitative screening and sector research.

Colin Lee is a CFP® professional with 11 years of experience in the financial services industry. He has worked at Horizon Wealth Advisors since 2017 and previously held roles at Securian Financial Services, Planto Roe Financial Services, and Minnesota Life Insurance Company. He holds the Series 66 license and is based in Houston, TX. Horizon Wealth Advisors is an independent, fee-only wealth management firm serving individuals, trusts, pension plans, and other entities with substantial investable assets. The firm provides comprehensive financial planning and discretionary portfolio management using diversified investments and maintains written Investment Policy Statements for clients.

Gustavo Ramirez is an advisor at Alterna Wealth Management, Inc. in Houston, TX, holding a Series 66 designation. He has one year of industry experience and previously spent time in full-time education before joining Alterna Wealth Management. 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, using dynamic models and combining quantitative analysis, technical methods, and an in-house trading desk.

John Moffet is a CFA® charterholder and holds a Series 65 license with 29 years of industry experience. He has been with Hourglass Capital, LLC since 2008, where he is part of a three-advisor team based in Houston, TX. Hourglass Capital, LLC provides discretionary separately managed account investment management and consulting services to individuals, trusts, pension and profit-sharing plans, charitable organizations, and corporations. The firm employs a multi-method investment process utilizing fundamental, technical, and qualitative analysis, and manages portfolios with a variety of strategies including derivatives and borrowing, overseeing approximately $598 million across about 96 client accounts.

John Hunter is a Series 65-licensed financial advisor at Trinity Legacy Partners, LLC in Houston, TX, with seven years of industry experience. Before joining Trinity Legacy Partners in 2018, he worked at Oliver Wyman from 2013 to 2017. He is also the owner of Trinity Legacy Alternative Strategies, LLC, a subsidiary that serves as the general partner for Trinity Legacy Dynamic Options Fund I, LP, an options-based private investment fund. Trinity Legacy Partners is a fee-only, SEC-registered investment adviser that provides discretionary portfolio management, financial planning, and investment consulting to individuals, trusts, estates, corporations, and charitable organizations. The firm manages a wide range of securities and sponsors a private pooled investment vehicle with an options-focused strategy offered to accredited and qualified clients.

Paul Wobbe is a financial advisor with Sovereign Wealth Advisors LLC in Houston, TX, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has worked at Sovereign Wealth Advisors since 2015 and has been associated with LPL Financial since 2009. 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 uses a combination of fundamental and technical analysis for investment decisions and offers a broad range of services, including sponsored advisory programs and third-party manager platforms.

Thomas Mott is a Series 65-licensed advisor at Analog Capital Partners LLC in Houston, TX, with four years of industry experience. He has been with Analog Capital Partners since 2022 and is also involved in real estate investing and syndication. Analog Capital Partners provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients. The firm employs a mix of fundamental, quantitative, technical, and modern portfolio theory approaches to build customized portfolios and also serves as a subadviser to other investment advisers.

Aaron Stephens is a CFA® charterholder with eight years of industry experience. He currently works at Life Line Wealth Management LLC in Houston, TX, where he has been employed since 2018. Prior to that, he worked at New Territory Advisors and Factory Capital, LLC. He is also the manager of LifeLine Torch Management LLC, which oversees special purpose investment vehicles. Life Line Wealth Management is a small advisory team managing approximately $557.6 million in assets, serving individual clients, trusts, and privately held small businesses. The firm focuses on passive, asset-allocation strategies using mainly ETFs while customizing portfolios to client needs and employing discretionary investment management with ongoing monitoring and annual reviews.

Frank Sarubbi is a financial advisor at Sovereign Wealth Advisors LLC in Houston, TX, with 26 years of industry experience. He holds the Series 66 designation and has worked at Sovereign Wealth Advisors since 2015 and LPL Financial since 2007. Sovereign Wealth Advisors LLC provides investment advisory and financial planning services to individuals, including high-net-worth clients, trusts, retirement plans, and other entities. The firm offers comprehensive portfolio management, written financial plans, retirement plan consulting, and educational seminars, using a mix of analytical methods and discretionary authority where granted.

Jennifer Barron is a financial advisor at Adell, Harriman & Carpenter with 29 years of industry experience. She has previously worked at Eaton Vance Management and American Century Investment Services. Barron holds the Series 63 and Series 66 designations. 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 using individual equities, investment-grade bonds, and ETFs, with investment decisions overseen by an internal Investment Committee.

Russell Gebhard is a financial advisor with Sovereign Wealth Advisors LLC in Houston, TX, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Sovereign Wealth Advisors since 2015 and has also worked with LPL Financial since 2005. Sovereign Wealth Advisors serves individuals, trusts, retirement plans, and corporate clients, offering portfolio management, financial planning, retirement-plan consulting, and educational seminars. The firm employs a range of investment strategies and utilizes both proprietary and third-party manager programs to meet client needs.

Lawrence Maddox is a CFP® professional with 26 years of industry experience, currently serving at Horizon Wealth Advisors in Houston, TX. He has been with Horizon Advisors, LLC since 1999 and previously worked at Maddox, Thomson & Associates, P.C. from 1985 to 2021. Horizon Wealth Advisors is an independent, fee-only firm that provides comprehensive financial planning and discretionary portfolio management. The firm serves individuals, trusts, pension plans, and other entities, focusing on clients with substantial investable assets through diversified portfolios and ongoing account monitoring.

Tomiko Arthur is a financial advisor at Sovereign Wealth Advisors LLC in Houston, TX, holding a Series 65 designation with seven years of industry experience. Her prior roles include positions at Americana Partners, LLC, Mariner Wealth Advisors, Robert Baird & Co., Mercer Global Advisors Inc., and Kanaly Trust. Sovereign Wealth Advisors serves individuals, trusts, retirement plans, and corporate clients, offering portfolio management, financial planning, retirement-plan consulting, and educational seminars. The firm uses a combination of fundamental and technical analysis and provides a broad range of services including discretionary portfolio management and access to sponsored advisory programs and third-party manager platforms.

Pedro Gonzalez is a financial advisor at GBM Wealth Management, Inc. in Houston, TX, holding Series 65 and Series 63 licenses with three years of industry experience. His work background includes roles at GBM International, Inc. and Mediterranean International Group, Ltd., as well as teaching at the University of Houston. GBM Wealth Management provides investment advisory and portfolio management services to individuals, high-net-worth clients, trusts, corporations, investment companies, and select institutional clients, offering customized portfolios with strategies ranging from conservative to aggressive, including ETF-focused and quantitative approaches.

Adrian Gonzalez Villarreal is a financial advisor with Alterna Wealth Management, Inc. in Houston, TX, holding a Series 66 designation and 14 years of industry experience. His prior work experience includes roles at Actinver Securities, Actinver Wealth, EFM Capital, and Morgan Stanley. Outside of advising, he has been involved as a business consultant for a skin care distribution company that is in the process of closing. 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, utilizing quantitative analysis, technical charting, and an in-house trading desk to support various investment styles.

Bradley Hughes is a CFP® with three years of industry experience, currently serving as a financial advisor at Horizon Wealth Advisors. Prior to joining Horizon Wealth Advisors, he worked at Edward Jones for two years. Outside of financial advising, Hughes works as a band consultant and judge for various school districts in the Houston area. Horizon Wealth Advisors is an independent, fee-only wealth management firm that provides comprehensive financial planning and discretionary portfolio management. The firm serves individuals, trusts, pension plans, and other entities, focusing on clients with substantial investable assets.

Conor Peterson is a financial advisor with Alterna Wealth Management, Inc. in Houston, TX, holding a Series 66 designation and nine years of industry experience. Prior to joining Alterna Wealth Management in 2026, he worked at Raymond James & Associates for eight years and has experience with AXA Advisors and Steamboat Springs Resort. Alterna Wealth Management provides investment advisory and portfolio management services to individuals, high-net-worth clients, trusts, estates, institutions, and charitable organizations. The firm uses a disciplined, global approach to asset allocation and diversification, combining quantitative analysis, technical methods, and an in-house trading desk to support various investment styles.

Santiago Fernandez Ramos is a financial advisor at Finamex Asset Management, LLC in Houston, TX, with 22 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including Natixis in New York and London, BBVA Securities Inc, and Tradition North America. Finamex Asset Management provides portfolio management, financial planning, and consulting 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, tactical asset allocation, and rule-driven strategies, managing most assets on a non-discretionary basis with client authorization required for trade execution.