Ward Molen is a financial advisor with Centric Advisors, LLC, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He has worked at multiple firms including 1st Global Insurance Services and Cetera Advisors, and serves as president of Molen & Associates, LLC, a tax preparation and accounting services business. Molen is also involved in mobile app development through a partnership in Molen Tax App, LLC. Centric Advisors provides portfolio management and financial planning services to individuals, high-net-worth clients, corporations, and charitable organizations. The firm combines fundamental, technical, and cyclical analysis with both long-term and short-term trading strategies, offering tailored financial plans and discretionary portfolio management.

Daniel Schmieder is a CFP® with 44 years of industry experience, currently serving as an investment advisor representative at Icon Wealth Partners and a registered representative with Purshe Kaplan Sterling Investments. His prior roles include positions at Morgan Stanley Smith Barney, Morgan Stanley Private Bank, and Oppenheimer & Co. He is also the owner of Romance Ranch LLC, a cattle and hay sales business with oil and gas leasing operations. Icon Wealth Advisors is a multi-advisor wealth management firm that manages approximately $2.25 billion for individuals, high-net-worth clients, trusts, estates, charitable organizations, and ERISA plans. The firm employs a long-term, model-driven investment approach focused on low-cost ETFs supplemented by mutual funds, individual securities, and internally managed fixed-income strategies.

Hamendra Ojha is a financial advisor at Callahan Advisors, LLC in Houston, TX, holding a Series 65 credential with 15 years of industry experience. He has been with Callahan Advisors since 2010. 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’s investment approach focuses on US-listed equities complemented by fixed income and ETFs, with portfolio decisions based on client risk tolerance and long-term objectives.

Raymundo Cobo Avila is a CFA® charterholder with 14 years of industry experience, currently affiliated with GBM Wealth Management, Inc. in Houston, TX. His professional background includes multiple roles within GBM Wealth Management and related entities since 2012. 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 and a diverse range of strategies, operating both discretionary and non-discretionary accounts with a significant non-U.S. client presence.

Matthew Price is a CFP® with 14 years of industry experience and is currently with Clear Trail Advisors, LLC. His prior experience includes roles at Steward Partners Investment Solutions, Steward Partners Investment Advisory, Steward Partners Global Advisory, Raymond James Financial Services, and RBC Capital Markets. Clear Trail Advisors provides investment advisory and planning services to individuals, trusts, retirement plans, and business entities. The firm employs a comprehensive investment process combining fundamental, technical, and sector analysis with multi-asset allocation techniques and alternative investments, managing approximately $797 million in discretionary client assets.

Lantz Bowman is a CFP® professional with 17 years of industry experience. He has worked at Precedent Wealth Partners, LLC since 2026, following prior roles at Advisors Capital Management, LLC, Linscomb & Williams Inc., and Ronald Blue & Company. Precedent Wealth Partners provides portfolio management, financial and wealth planning, and retirement plan consulting to individuals, high-net-worth clients, trusts, and employer-sponsored plans. The firm employs an Investment Policy Committee that integrates active and passive management with multiple analysis methods, and offers ESG screening upon client request.

Christopher Manske is a CFP® with 24 years of industry experience and serves as owner and president of Manske Wealth Management, LLC in Houston, TX. He has been with Manske Wealth Management since its founding in 2012 and also maintains a role with Purshe Kaplan Sterling Investments. Manske is the author of the manuscript "Wartime Investing," which explores investment strategies during periods of conflict. Manske Wealth Management provides financial planning, consulting, and discretionary investment management to individuals, trusts, estates, corporations, and business entities. The firm oversees approximately $608 million in client assets across a seven-advisor team and employs a goal-based approach that integrates fundamental, technical, and cyclical analysis to tailor asset allocations.

David Andrew is a financial advisor at Autumn Lane Advisors, LLC in Houston, TX, holding Series 63 and Series 66 licenses with 15 years of industry experience. He has been with Autumn Lane Advisors since 2014. Outside of his advisory role, Mr. Andrew is a limited partner and minority owner of the general partner in a real estate investment limited liability corporation, though he does not receive revenue from this ownership. Autumn Lane Advisors serves high-net-worth individuals and family offices, providing discretionary wealth management, non-discretionary investment consulting, and advisory services to private investment funds. The firm uses a family-office style approach with customized asset allocations and manages over $1 billion for a small client base, including operating multiple private pooled investment vehicles.

Sarah Buenger is a CFP® professional with 20 years of experience in financial planning. She currently works at RIA Advisors and has previously been with Traditions Wealth Advisors and MitchellClark & Company. Buenger also serves as a financial planning lecturer at Texas A&M University, a role she has held for over a decade. RIA Advisors provides fee-based portfolio management and financial planning services to individual clients, charitable organizations, small businesses, and tax-qualified retirement plans. The firm manages approximately $1.53 billion in assets and employs a blend of fundamental and technical analysis along with value investing and Modern Portfolio Theory in its investment approach.

Mayela Orrantia is a financial advisor with Banorte Asset Management, Inc. in Houston, TX, holding a Series 66 designation and bringing 17 years of industry experience. Her prior roles include positions at PNC Investments LLC, PNC Bank, and BBVA Wealth Solutions Inc. Banorte Asset Management serves individual and high-net-worth clients, including trusts, estates, charitable organizations, and business entities, with a focus on Latin American clients, particularly Mexican citizens. The firm offers discretionary and non-discretionary portfolio management through traditional programs and a wrap-fee digital advisory platform, employing a range of model allocations and investment vehicles.

Chance Burroughs is a financial advisor at Manske Wealth Management, LLC in Houston, TX, holding a Series 65 designation with five years of industry experience. His prior roles include positions at MML Investors Services, LLC, Mass Mutual Life Insurance Co, and Aflac. Manske Wealth Management provides financial planning, consulting, and discretionary wealth and portfolio management services to individuals, trusts, estates, corporations, and business entities. The firm manages approximately $707 million for about 480 clients through a team of ten advisors, tailoring portfolios using a variety of investment methods and conducting regular client reviews.

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.

Daniel Mercer is a financial advisor with Woodstock Wealth Management, Inc. in Houston, TX, holding a Series 66 designation and 18 years of industry experience. He has worked at Woodstock Wealth Management since 2018 and previously held roles at Woodstock Financial Group and Raymond James Financial Services. Mercer is also the owner of Covenant Wealth Management, a DBA office of Woodstock Wealth Management that offers non-securities insurance. Woodstock Wealth Management provides financial planning, discretionary portfolio management, and access to third-party asset managers to individuals, businesses, charities, and retirement plans. The firm manages approximately $629.9 million on a discretionary basis and offers tailored investment strategies, including a performance-based fee program linked to capital appreciation relative to the SPDR S&P 500 ETF.

Cameron Malott is a financial advisor at Goodman Financial Corporation with seven years of industry experience. He holds a Series 65 designation and has worked at Goodman Financial since 2022. His prior roles include positions at Engrave Wealth Partners, Ramin Corporation, and 360 Thermal. Outside of finance, Malott operates a freelance video production business and participates in mystery shopping. 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 focused on individual equities and bonds, managing approximately $865 million across 275 client relationships.

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 financial advisor with Westpark Wealth Advisors, Inc., holding CFP® and Series 66 credentials and bringing 28 years of industry experience. He has been with Westpark Wealth Advisors since 2001 and also worked at Calton & Associates, Inc. since 2017. Outside of his advisory work, he serves as a trustee for the Lydia Patterson Institute, a private Methodist school in El Paso, Texas. Westpark Wealth Advisors provides investment advisory and financial planning services to individuals, trusts, estates, pension and profit-sharing plans, and business entities. The firm employs a variety of investment strategies and often involves clients in non-discretionary management of their assets.

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.