Paul Jackson is a CFA® charterholder with 29 years of industry experience. He has worked at LifeStyle Financial Advisors since 2011 and currently serves on the firm’s Investment Committee. Lifestyle Asset Management, Inc. serves individuals, retirement plans, trusts, and charitable organizations with tailored portfolio management, financial planning, and pension consulting. The firm employs a client-specific approach using a mix of individual equities, ETFs, mutual funds, fixed income, and alternatives, combining proprietary and third-party models to manage approximately $571 million in discretionary assets.

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.

Neeraj Hingorani is a CFP® and CFA® with one year of experience at Scott & Selber, Inc. Capital Management. He has been involved with Gramercy Asset Management LLC since 2014 and serves as a managing member overseeing property management operations unrelated to investment activities. Scott & Selber, Inc. Capital Management provides discretionary portfolio management to individuals, high-net-worth clients, corporate pension and profit-sharing plans, charitable institutions, foundations, and endowments. The firm focuses on publicly traded securities, applying fundamental research and an internal buy-and-sell model to guide investment decisions.

Richard Saxon is a financial advisor at Saxon Financial Group in Houston, TX, with 26 years of industry experience. He holds Series 63 and Series 65 credentials and has been involved with Saxon Financial Group and related entities since 2005, as well as Raymond James Financial. Outside of advisory work, he owns agricultural land which he leases and manages for tree cultivation. 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, employing fundamental and cyclical analysis, and utilizes institutional custodial relationships for execution and reporting.

William Vaseliades is a financial advisor with Sovereign Wealth Advisors LLC in Houston, TX, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has worked at Sovereign Wealth Advisors since 2015 and concurrently at LPL Financial since 2009. Outside of his advisory roles, he is involved in a photography business based in Houston. 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 comprehensive portfolio management, financial planning, and consulting services, implementing advice both directly and through multiple sponsored programs.

Marc Oster is a financial advisor with Inscription Capital, LLC and Inscription Family Office, LLC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He previously worked at UBS Financial Services and has been a principal at Inscription Capital since 2008. Oster serves as a board member for the Jewish Family Service Houston Foundation, assisting with fundraising efforts. Inscription Capital serves individual clients, including high net worth individuals, and institutional entities such as family offices, trusts, estates, and private foundations. The firm manages approximately $1.56 billion in client assets and offers holistic financial planning, discretionary and non-discretionary portfolio management, retirement plan advisory services, and family office services through a personalized, committee-driven investment process.

Kaleb Jones is a CFP® and holds a Series 66 license with 11 years of industry experience. He is currently with Lifestyle Asset Management, INC. and has previously worked at Cetera Advisors LLC and First Allied Advisory Services. Lifestyle Asset Management, Inc. serves a range of clients including individuals, retirement plans, trusts, and charitable organizations, managing approximately $571 million in discretionary assets. The firm offers tailored portfolio management, financial planning, and ERISA plan advisory services, using a combination of proprietary and third-party investment models across multiple offices.

Raul Chapa Ugalde is a financial advisor at Alterna Wealth Management, Inc. with four years of industry experience. He holds the Series 66 designation and previously worked at Credit Suisse AG and Credit Suisse Asesoria Mexico. He is also a minority owner of a Mexican venture capital company, Grupo DOSCEROQUINCE SA de CV. 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 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.

John Ross is a financial advisor at Goodman Financial Corporation in Houston, TX, holding a Series 65 designation. He has been with Goodman Financial since 2026 and previously worked at Talascend LLC for 11 years. Goodman Financial Corporation offers discretionary investment management and financial advisory services to individuals, trusts, estates, endowments, corporations, and pension plans. The firm employs a fundamental, bottom-up investment approach focused on customized portfolios with direct holdings in equities and bonds, emphasizing tax efficiency and predictable income.

Ann Deaton is a financial advisor at Angeles Wealth Management, LLC in Houston, TX, holding Series 63, 65, and 66 licenses with 36 years of industry experience. She previously worked at U.S. Capital Wealth Advisors, LLC, USCA Securities LLC, and Usca Ria LLC. Outside of her advisory role, she serves on the investment committee of the Greater Houston Community Foundation and holds board positions with the Goodwill Foundation and the Girl Scouts of San Jacinto. Angeles Wealth Management provides discretionary portfolio and wealth management, financial planning, and limited philanthropy consulting primarily to high-net-worth individuals, charitable organizations, and corporations. The firm generally acts as a manager-of-managers, incorporating alternative investments and leveraging affiliates for research and portfolio management.

Phillip Hammett is a financial advisor with TIP Group LLC in Houston, TX, holding Series 63 and Series 65 licenses and with seven years of industry experience. His prior roles include positions at The O.N. Equity Sales Company and Northwestern Mutual Investment Services LLC. He is also a part owner of an online retail business, Virtual Amazon Store, LLC. TIP Group LLC provides portfolio management and financial planning services to individuals, high-net-worth clients, and business entities, using a combination of fundamental analysis, modern portfolio theory, and technical analysis. The firm offers both discretionary and non-discretionary management, conducting periodic reviews and coordinating with third-party managers when applicable.

Emilio Mejia is a financial advisor with Alterna Wealth Management, Inc. in Houston, TX, holding a Series 66 designation and possessing 25 years of industry experience. He has worked extensively with Actinver Securities and Actinver Wealth Management since 2008. 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, utilizing dynamic models and combining quantitative analysis, technical methods, and an in-house trading desk.

Campbell Gibson is a financial advisor at Trinity Legacy Partners, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at the University of Houston, Rice University, and Glendmond College. Trinity Legacy Partners is a fee-only, SEC-registered investment adviser serving individuals, trusts, estates, corporations, and charitable organizations. The firm provides discretionary portfolio management, financial planning, and investment consulting, utilizing a documented Investment Objective Statement and periodic reviews to guide its fiduciary services.

John Husbands is a financial advisor with Portfolio Advisory Council, L.L.C. in Houston, TX, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. He has worked at Mutual Securities, Inc. since 2017 and previously spent a decade at Cambridge Investment Research, Inc. Husbands serves on the Board of Trustees for Conroe Independent School District, where he is involved in oversight of school district policy and budget. Portfolio Advisory Council provides financial planning and portfolio management to individuals, corporations, pension and profit-sharing plans, Taft-Hartley plans, and charitable institutions. The firm focuses on retirement income planning and manages business retirement arrangements with an investment approach that combines growth and income strategies using various asset classes and analytical methods.

Erin Erdil is a financial advisor with Saxon Financial Group in Houston, TX, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. She has been associated with Raymond James and Erdil Financial Group since 2007 and with Saxon Interests, Inc. since 2021. She also owns Erdil Financial Group, Inc., a support company involved in managing business affairs and client assets. Saxon Financial Group manages approximately $616 million in client assets across a 12-advisor team, serving individuals, trusts, estates, businesses, and retirement plans. The firm employs a range of investment vehicles with a primarily long-term orientation, integrating fundamental and cyclical research and offering discretionary and non-discretionary management along with financial and retirement planning services.

John Sullivan is a financial advisor with JCP Investment Management, LLC in Houston, TX, holding a Series 65 designation and three years of industry experience. He previously worked at Navillus Management LLC and Harborside Associates, with a combined career spanning over 17 years. Outside of his advisory role, Mr. Sullivan is involved in multiple family businesses focused on agricultural and real estate investments, where he holds various management and oversight positions. JCP Investment Management provides discretionary investment advisory services primarily to high-net-worth individuals through pooled investment vehicles, sub-advised funds, and separately managed accounts. The firm employs fundamental and cyclical analysis and utilizes a range of strategies, including long- and short-term trading, derivatives, and risk management techniques, with a focus on performance-based compensation and comprehensive reporting for investors.

Pamela Reynoso is a financial advisor with GBM Wealth Management, Inc. in Houston, TX, holding Series 63 and Series 66 credentials and bringing 22 years of industry experience. Her career includes roles at Portafolio Advisory Solutions LLC and several GBM-affiliated entities spanning over a decade. Reynoso also works with Portfolio Investments, Inc., where she has been active since 2016. 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 offers customized portfolios using fundamental analysis across a range of strategies and serves both U.S. and non-U.S. residents through discretionary and non-discretionary accounts.

Stephen Mchale is a CFP® with 28 years of industry experience, currently serving as a financial advisor at Sovereign Wealth Advisors LLC since 2017. He has also been associated with LPL Financial, LLC since 2014. Outside of his advisory role, he is active as a soccer referee in Houston, TX. Sovereign Wealth Advisors LLC serves individuals, trusts, retirement plans, and corporate clients by offering portfolio management, financial planning, retirement-plan consulting, and educational seminars. The firm combines fundamental and technical analysis with a variety of investment strategies and utilizes sponsored advisory programs and third-party manager platforms to meet client needs.