Alejandro Mateos Gonzalez is a financial advisor at Alterna Wealth Management, Inc. with five years of industry experience. He holds a Series 66 designation and has worked at Actinver in Mexico since 2005. He also engages in referral activities related to Banco Actinver and Actinver Casa de Bolsa for non-U.S. wealth management services. 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 clients 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.

Cameron Malott is a financial advisor at Goodman Financial Corporation in Houston, TX, holding a Series 65 credential with seven years of industry experience. He has previously worked at Engrave Wealth Partners, LLC, Ramin Corporation, and 360 Thermal. Outside of finance, Malott operates a freelance video production business and engages in mystery shopping on a part-time basis. Goodman Financial Corporation provides discretionary investment management and targeted financial advisory services to individuals, trusts, estates, endowments, corporations, and pension plans. The firm employs a fundamental, bottom-up investment process overseen by an Investment Committee and focuses on customized portfolios emphasizing individual equities and bonds for tax efficiency and predictable income.

Sheldon Black is a CFP® professional at Franklin, Parlapiano, Turner & Welch LLC with two years of industry experience. He has held multiple roles within the firm and previously worked at Mariner. Outside of his advisory duties, he serves as treasurer for the Tanglewilde Civic Club in Houston, where he is involved in organizing activities and bookkeeping. Franklin, Parlapiano, Turner & Welch LLC advises high-net-worth individuals, trusts, and estates, providing fee-only asset management and comprehensive financial planning. The firm uses a structured client intake process and fundamental analysis to manage assets across a range of model portfolios, typically on a discretionary basis.

Inaki Suarez Salinas is a financial advisor at Monex Asset Management, Inc. with eight years of industry experience. He holds a Series 66 designation and has previously worked at JPMorgan Securities LLC and JPMorgan Chase Bank, NA. Monex Asset Management provides discretionary and non-discretionary investment advisory and consulting services to individuals, high-net-worth clients, corporations, trusts, estates, and charitable organizations. The firm employs a range of investment strategies including fundamental, technical, and charting analysis, and manages accounts both directly and through sub-advisors.

Dean Harvey is a CFP® with 28 years of industry experience and is affiliated with Westpark Wealth Advisors, Inc. He has worked at Westpark Wealth Advisors since 2001 and also has experience with Calton & Associates, Inc. He serves as a trustee on the board of the Lydia Patterson Institute, a private Methodist school. Westpark Wealth Advisors provides investment advisory and financial planning services to individuals, trusts, estates, pension and profit-sharing plans, and business entities. The firm uses a range of strategies including long- and short-term purchases, trading, option writing, and third-party money manager arrangements, often managing client assets on a non-discretionary basis.

Mark Wilson is a financial advisor at Branson Fowlkes & Co Inc in Houston, TX, with 24 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Triad Advisors, Inc. for 14 years. Outside of his advisory work, he serves as treasurer for Boy Scouts of America, Troop 1891. 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 called "D³ The Power of Diversification," incorporating asset-class allocation, investment style diversification, and manager selection, using both fundamental and technical analysis.

Heather Hofstetter is a financial advisor at Oak Harvest Investment Services in Houston, TX, holding the ChFC® and Series 66 designations with 16 years of industry experience. Her career includes roles at Angeles Wealth Management, CETERA Advisor Networks LLC, Girard Securities, and United Capital Financial Advisers, LLC. Oak Harvest Investment Services provides portfolio management, financial planning, and consulting to individuals, families, high-net-worth clients, and retirement plan sponsors. The firm manages individual accounts through various investment vehicles and advises an open-end mutual fund, reporting over $1.13 billion in regulatory assets under management.

Cherita Church is a CFP® professional advising with Origin Investment Advisory LLC in Houston, TX, and has five years of industry experience. She has worked at firms including Time2Plan Financial and UTIMCO, and currently provides financial planning guidance as a freelance consultant for Blend Financial, Inc. dba Origin Financial. Origin Investment Advisory offers financial planning, budgeting, and portfolio management services primarily to individual retail clients through a direct-to-consumer subscription model and employer-sponsored programs. The firm employs a Modern Portfolio Theory-based investment approach enhanced by behavioral finance adjustments and systematic, rules-based models, supported by an AI-driven advisory platform.

Michael Brinkley is a financial advisor at Manske Wealth Management, LLC in Houston, TX, holding a Series 65 designation with three years of industry experience. Prior to joining Manske Wealth Management in 2022, he worked in the mortgage industry with NRL Mortgage and 21st Mortgage. Manske Wealth Management serves individuals, trusts, estates, corporations, and business entities, managing approximately $608 million in client assets. The firm employs a goal-based investment approach, utilizing mutual funds, ETFs, individual securities, and alternative investments tailored to client objectives.

Colton Owen is a CFP® and Series 65 licensed advisor at Financial Synergies with three years of industry experience. His background includes roles at Financial Synergies Wealth Advisors and Texas A&M, as well as involvement with Faithbridge Church and Sky Ranch Summer Camps. Financial Synergies serves individuals, retirement plans, trusts, estates, charitable organizations, and businesses, offering both discretionary and non-discretionary investment management alongside written financial planning. The firm employs a diversified asset-allocation strategy that incorporates mutual funds, ETFs, individual securities, and digital assets, and is noted for its performance-based fee arrangements and policies managing side-by-side conflicts.

James Hawryluk is a financial advisor with Sovereign Wealth Advisors LLC in Houston, TX, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. His career includes roles at WCG Wealth Advisors, LLC, Sovereign Wealth Advisors, LLC, LPL Financial, and Intrua Financial. 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 a combination of analytical methods and offers both discretionary and non-discretionary services, including access to sponsored and platform-based programs.

Craig Severin is a CFP® with 36 years of industry experience, currently serving as a financial advisor at RIA Advisors since 2018. He previously worked at LPL Financial, LLC from 2016 to 2018. Severin is also a licensed insurance agent with RIA Insurance Agency LLC. RIA Advisors provides fee-based investment management and financial planning to individuals, including high-net-worth clients, as well as institutional retirement plans. The firm employs a mix of fundamental and technical analysis within a Modern Portfolio Theory framework and offers fiduciary consulting and participant education services for ERISA-qualified plan sponsors.

Lance Roberts is a financial advisor at SimpleVisor with 23 years of industry experience. He holds Series 63 and Series 65 designations and has worked with multiple RIAs, including RIA Global Research, LLC, where he currently provides financial advice. SimpleVisor is an SEC-registered online automated investment adviser offering a digital platform of model portfolios to retail and high-net-worth clients. The firm uses a risk-tolerance questionnaire to match clients with portfolios composed of ETFs, individual stocks, and bonds, employing fundamental, technical, cyclical, and charting analysis in its investment approach.

Albert Wagner is a Series 65-licensed financial advisor at Goodman Financial Corporation with two years of industry experience. Before joining Goodman Financial in 2022, he worked at KPMG and PwC, and he also spent five years at Baylor University. 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 about 275 client relationships, employing a customized, risk-aware investment process that emphasizes individual equities and bonds supported by fundamental and macroeconomic research.

Nam Bui is a financial advisor at Callahan Advisors, LLC with a Series 65 credential and four years of industry experience. Prior to joining Callahan Advisors in 2022, he held roles at OPES One, Rosewater, MOD Pizza, Smoothie King, and the University of Houston. Outside of advising, he owns and operates businesses in reselling and e-commerce and works as a bartender at a local bar. Callahan Advisors, LLC provides discretionary investment management primarily to high-net-worth individuals and charitable organizations. The firm focuses on US-listed equities, corporate and government debt, ETFs, and money market funds, tailoring portfolios based on client risk tolerance and long-term goals.

Charles Scavone is a CFA® charterholder based in Houston, TX, with 10 years of industry experience. He has worked at Oak Harvest Investment Services and Oak Harvest Financial Group since 2023, following prior roles at PricewaterhouseCoopers and as a self-employed advisor. Oak Harvest Investment Services provides portfolio management, financial planning, and retirement plan sponsor services to individuals, families, and high-net-worth clients. The firm manages both discretionary and non-discretionary accounts using a range of investment vehicles, including mutual funds, ETFs, equities, and fixed income, with an emphasis on tailored allocations and ongoing account monitoring.

Robert Rizarri is a financial advisor at Heritage Wealth Management in Houston, TX, with 14 years of industry experience. He holds a Series 65 designation and has worked at Heritage Wealth Management since 2019 and previously at SMS Capital Management Inc from 2010 to 2019. Heritage Wealth Management provides financial planning and investment advisory services to individuals, high-net-worth individuals, and trusts. The firm manages approximately $357 million in discretionary assets and offers both wrap fee programs and managed non-wrap accounts, including separately managed-account sleeves designed for tax efficiency.

Rex Whiteside is a financial advisor at The Clarus Group with 35 years of industry experience. He holds a Series 63 designation and has worked at Raymond James Financial and Kingswood Capital Partners prior to his current role. He is also the owner of The Clarus Insurance Group, an insurance firm. The Clarus Group provides wealth management and discretionary investment management to individuals, trusts, estates, businesses, and retirement plans, utilizing customized investment models focused on objectives like capital preservation, income generation, and tax minimization. The firm offers both portfolio management and standalone financial planning services, combining internal discretion with outsourced portfolio analysis.

Francisco Maza is a CFA® credentialed financial advisor with 29 years of industry experience. He is associated with Alterna Wealth Management, Inc. and has held positions at Actinver Wealth Management, Inc. and related Actinver entities since 2004. Outside of his advisory role, Mr. Maza owns TAMASTA MANAGEMENT, LLC, a personal holding company involved in real estate and construction transactions. 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 located outside the United States. The firm utilizes a disciplined, global approach to asset allocation and diversification, employing quantitative analysis, technical methods, and dynamic models tailored to various investment styles.

Wade Egmon is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Goodman Financial Corporation in Houston, TX. He has been with Goodman Financial Corporation in various capacities since 2009. Goodman Financial Corporation provides discretionary investment management and supplemental financial advisory services to individuals, trusts, endowments, corporations, and retirement plans. The firm employs a customized, risk-aware investment process that combines fundamental research and macro analysis, generally implementing portfolios with individual equities and bonds.