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.

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 CFP® and ChFC® with 36 years of experience in financial advising. He has been with Heritage Wealth Management in Houston, TX, since 2002, following 12 years at Lutheran Brotherhood Securities Corp. Heritage Wealth Management provides financial planning, estate-planning facilitation via a third-party platform, and investment advisory services for individuals, high-net-worth clients, and trusts. The firm focuses on diversified portfolios using mutual funds, ETFs, and separately managed accounts for tax efficiency, and it offers a sponsored wrap fee program.

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 Wealth who holds a Series 63 designation and has 38 years of industry experience. He has previously worked at firms including Cetera Advisors LLC and First Allied Advisory Services. Outside of his advisory role, he serves as trustee for multiple family trusts. 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, with a focus on personalized portfolios that use a mix of proprietary and third-party models along with fundamental, technical, and cyclical analysis.

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.

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.