Joaquin Sanchez Hernandez is a CFA® charterholder with 30 years of industry experience. He is currently affiliated with Banorte Asset Management, Inc., where he has worked since 2026. His prior positions include roles at BBVA Global Wealth Advisors, PNC Investments, and various BBVA entities. He is also involved with BBVA Global Wealth Insurance, Inc. as an insurance agent and receives referral fees from this activity. Banorte Asset Management, Inc. serves individual and high-net-worth clients, including trusts, estates, and business entities, with a focus on Latin American clients, particularly Mexican citizens. The firm offers discretionary and non-discretionary portfolio management through traditional and digital advisory programs, employing a range of investment vehicles and customized portfolio allocations.

Jared Virgadamo is a financial advisor at Granite Harbor Advisors, Inc. in Houston, TX, holding Series 63 and Series 65 licenses with two years of industry experience. His prior roles include positions at J.P. Morgan Securities, JPMorgan Chase Bank, and Manske Wealth Management, as well as service in the United States Marine Corps. Granite Harbor Advisors serves individual, high-net-worth, and institutional clients, providing asset management, financial planning, and retirement plan consulting. The firm is notable for sponsoring and advising multiple private funds and employs a diversified investment approach that includes public and private securities, alternatives, and structured investments.

Riley Feldman is a financial advisor at Catalyst Wealth Management LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at GWN Securities, Inc. and Equitable Advisors, LLC. Riley is also a licensed insurance agent and registered representative, offering clients access to insurance products alongside advisory services. Catalyst Wealth Management LLC provides portfolio management and advisory services primarily to individual and high-net-worth clients, focusing on mutual funds, ETFs, fixed income, and similar securities. The firm manages accounts on a non-discretionary basis and employs fundamental and technical analysis with a long-term trading approach.

Jennifer Heerensperger is a financial advisor at Segment Wealth Management, LLC in Houston, TX, holding a Series 65 designation with two years of industry experience. She has been with Segment Wealth Management since 2011, when the firm was established. Segment Wealth Management provides investment management services to individuals, business entities, and various institutional clients, offering both discretionary and non-discretionary portfolio management. The firm combines ETF-based asset allocation with actively managed equity and fixed-income strategies, and employs a range of investment tools including options and structured products.

John Platt is a financial advisor at Pin Oak Investment Advisors Inc in Houston, TX, holding a Series 63 designation with 23 years of industry experience. He has been with Pin Oak Investment Advisors since 1991. Pin Oak Investment Advisors is an SEC-registered firm managing approximately $672 million for about 302 clients through a five-advisor team. The firm serves individuals, family offices, trusts, estates, charitable organizations, and pooled investment vehicles, using fundamental and cyclical analysis with a focus on longer-term investments. Pin Oak is known for sponsoring multiple affiliated private funds and offers a range of discretionary and non-discretionary services, including family office solutions and negotiated consulting engagements.

Allexander Pellicano is a CFA® charterholder currently with Granite Harbor Advisors, Inc. in Houston, TX. He has one year of experience in financial advising, having joined Granite Harbor Advisors in 2026. His prior roles include positions at Central Storage & Warehouse, Exact Sciences Corporation, Baker Tilly US, LLP, and General Electric. Granite Harbor Advisors serves individual and high-net-worth clients as well as institutional sponsors, offering asset management, financial planning, retirement plan consulting, and oversight of pooled investment vehicles. The firm is notable for sponsoring multiple private funds and providing a range of traditional and alternative investment strategies.

Nathan Steele is a CFP® and holds a Series 65 license, working as an advisor at Brownlee Wealth Management in Houston, TX. He has four years of experience in financial advising, having joined Brownlee Wealth Management in 2022. Prior to his current role, Steele held various positions at Koch Energy Services and Koch Ag and Energy Solutions from 2014 to 2022. Brownlee Wealth Management serves individual, high-net-worth, and corporate clients, with a focus on employees of large energy companies. The firm employs a predominantly passive, buy-and-hold investment approach guided by Modern Portfolio Theory and offers investment management, financial planning, and third-party manager referrals.

Michael Pumphrey is a CFP® professional with four years of experience at Tanglewood Total Wealth Management, Inc. Prior to joining the firm, he worked for seven years with Cypress Fairbanks ISD. He serves as a Peer Financial Counselor II at Kansas State University and is a volunteer NexGen Director for the Financial Planning Association of Houston. 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 uses a customized, asset-allocation centered approach with mutual funds, ETFs, and individual bonds, and provides regular performance reporting to clients.

Timothy Hartzell is a CFA® charterholder with 19 years of industry experience. He has been with Sequent Asset Management, LLC since 2008. Outside of his advisory role, he owns Hartzell, LLC, where he serves as a FINRA arbitrator and CFA grader. Sequent Asset Management is a fee-only multi-family office serving individuals, trusts, estates, charitable organizations, and corporate clients, with a focus on closely held business owners, senior corporate executives, and retirees. The firm uses a fiduciary, committee-driven investment process combining bottom-up security analysis with top-down macroeconomic assessment to deliver customized portfolio management and financial planning.

Jack Wiesen is a financial advisor at ICON Wealth Partners with six years of industry experience. He holds the Series 66 designation and has previous experience with firms including Purshe Kaplan Sterling Investments and Morgan Stanley. Wiesen is dually registered with Icon Wealth Partners and Purshe Kaplan Sterling Investments. ICON Wealth Advisors provides wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and ERISA plans. The firm employs a primarily long-term investment approach using low-cost ETFs, fundamental and technical analysis, and customized portfolio allocations based on client goals and risk tolerance.

Pablo Carrillo is a financial advisor with Finamex Asset Management, LLC in Houston, TX, holding a Series 66 credential and two years of industry experience. He has worked extensively within the Finamex group, including Casa de Bolsa Finamex, where he serves as manager of investment banking structuring. Carrillo is also the sole investment advisor and beneficiary of a family trust. Finamex Asset Management, LLC provides portfolio management, financial planning, and consulting services primarily to high-net-worth individuals in Mexico, along with institutional clients such as pension funds and businesses. The firm employs a combination of Modern Portfolio Theory, tactical asset allocation, and rule-driven strategies, with a majority of assets managed on a non-discretionary basis requiring client authorization for trades.

Taylor Condon is a Series 65-registered advisor with Skybound Wealth USA, based in Houston, TX, with one year of industry experience. He holds director roles in two consulting businesses, Altitude and TLC Private Wealth. Skybound Wealth USA serves individuals, families, and internationally mobile clients, providing investment management, financial planning, and cross-border pension advice, with a notable focus on UK pension transfers and estate planning coordination through third-party platforms. The firm operates with a centralized investment governance framework and is part of an international wealth management group with affiliated insurance, mortgage, and lending businesses.

Timothy Smith is a CFP® professional with over 30 years of experience in financial advising. He has been with Granite Harbor Advisors, INC. since 2015 and Granite Harbor Group since 2016. Outside of his advisory work, he serves as president of a homeowners association and is a board member of Ronald McDonald House Charities Greater Houston. Granite Harbor Advisors serves individual and high-net-worth clients as well as institutional sponsors, offering comprehensive asset management, financial planning, and retirement plan consulting. The firm manages portfolios using a broad range of public and private securities and sponsors multiple private funds alongside traditional portfolio management services.

Rogelio Ostos Ruiz is a financial advisor with Alterna Wealth Management, Inc. He holds a Series 65 designation and has been active in the industry since 2026. Prior to joining Alterna Wealth, he worked at Actinver Wealth Management, Inc. and Grupo Fincanciero Actinver Casa de Bolsa 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. The firm employs a disciplined, global approach to asset allocation and diversification, utilizing quantitative analysis, technical methods, and an in-house trading desk in its investment process.

Stephen Adell is a CFP® with 22 years of industry experience and has been with Adell, Harriman & Carpenter since 1985. He is based in Houston, TX, and holds a Series 63 designation. 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, investing in individual equities, investment-grade bonds, and ETFs, while also offering financial counseling on topics such as retirement, estate and tax planning, and charitable giving.

Victor Morales Blandon is a Series 65-licensed advisor with RWM Capital, LLC, holding one year of industry experience. His prior roles include positions at Northwestern Mutual and several automotive-related companies. He also provides insurance planning services as an independent insurance agent. RWM Capital, LLC (Roberts Wealth Management) serves individual and high-net-worth clients, offering comprehensive financial planning and discretionary investment management. The firm uses tailored asset allocations with model portfolios and third-party advisers, supported by algorithmic tools and a multi-office structure managing approximately $222 million in assets.

Marcus Berry is a financial advisor at Adell Harriman & Carpenter with nine years of industry experience. He holds a Series 65 designation and has worked at Adell Harriman & Carpenter since 2017. Outside of finance, he founded and leads a music education and performance business. Adell Harriman & Carpenter provides customized investment management and financial planning primarily to high-net-worth individuals and related entities, focusing on discretionary management with investments in individual equities, bonds, and ETFs. The firm emphasizes multi-year investment horizons and accommodates client-specific restrictions.

John Taylor is an investment advisor representative with ICON Wealth Partners, holding a Series 66 designation and six years of industry experience. He has worked with ICON Wealth Advisors, Purshe Kaplan Sterling Investments, and ICON Wealth Partners since 2020. Taylor is dually registered with ICON Wealth Partners, LLC and Purshe Kaplan Sterling Investments, Inc. ICON Wealth Advisors provides wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and ERISA plans. The firm’s investment approach combines fundamental and technical analysis with an emphasis on low-cost ETFs, offering customized portfolio allocations based on client goals and risk tolerance.

Jennifer Norris is a financial advisor with Clear Trail Advisors, LLC in Houston, TX, holding a Series 66 credential and 18 years of industry experience. Her prior roles include positions at Tiras Wealth Management and Joseph L Silva, both affiliated with Ameriprise Financial Services. Clear Trail Advisors serves individuals, trusts, retirement plans, and businesses by providing portfolio management, financial planning, and retirement plan consulting. The firm manages approximately $803 million in client assets and employs a broad mix of investment instruments, integrating third-party platforms such as Dynasty and Pontera in its service model.

Casey Kha is a CFP® and holds a Series 66 license, currently serving as a financial advisor at FCA Corp with seven years of industry experience. Prior to joining FCA Corp in 2022, he spent 11 years at Gamma Enterprises LLC. Outside of his advisory role, he is a consultant for Shinjuku Station, a full-service restaurant. FCA Corp provides portfolio management, financial planning, and consulting services to individuals, managed entities, and open-end investment companies. The firm’s investment approach integrates fundamental analysis and macroeconomic factors to build customized portfolios and serves as adviser to both private entities and registered funds.