Russell Gebhard is a financial advisor with Sovereign Wealth Advisors LLC in Houston, TX, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Sovereign Wealth Advisors since 2015 and has also worked with LPL Financial since 2005. Sovereign Wealth Advisors serves individuals, trusts, retirement plans, and corporate clients, offering portfolio management, financial planning, retirement-plan consulting, and educational seminars. The firm employs a range of investment strategies and utilizes both proprietary and third-party manager programs to meet client needs.

Lawrence Maddox is a CFP® professional with 26 years of industry experience, currently serving at Horizon Wealth Advisors in Houston, TX. He has been with Horizon Advisors, LLC since 1999 and previously worked at Maddox, Thomson & Associates, P.C. from 1985 to 2021. Horizon Wealth Advisors is an independent, fee-only firm that provides comprehensive financial planning and discretionary portfolio management. The firm serves individuals, trusts, pension plans, and other entities, focusing on clients with substantial investable assets through diversified portfolios and ongoing account monitoring.

Tomiko Arthur is a financial advisor with Sovereign Wealth Advisors LLC in Houston, TX, holding a Series 65 designation and seven years of industry experience. Prior to joining Sovereign Wealth Advisors, she worked at Americana Partners, Mariner Wealth Advisors, Robert W. Baird & Co. Incorporated, Mercer Global Advisors, and Kanaly Trust. Sovereign Wealth Advisors LLC offers investment advisory and financial planning services to individuals, trusts, retirement plans, and other entities, managing portfolios that include ETFs, mutual funds, equities, and fixed-income securities using a range of analytical methods and quarterly reviews. The firm provides both discretionary and non-discretionary services and access to multiple sponsored programs and third-party managers.

Pedro Gonzalez is a financial advisor at GBM Wealth Management, Inc. in Houston, TX, holding Series 63 and Series 65 designations with three years of industry experience. His prior work includes roles at GBM International, Inc. and Mediterranean International Group, Ltd., as well as involvement with the University of Houston. GBM Wealth Management provides customized investment advisory and portfolio management services to individuals, high-net-worth clients, trusts, corporations, and select institutional clients. The firm employs fundamental analysis to construct portfolios across a range of strategies and serves both U.S. and non-U.S. clients, offering discretionary and non-discretionary account management.

Adrian Gonzalez Villarreal is a financial advisor with Alterna Wealth Management, Inc. in Houston, TX, holding a Series 66 designation and 14 years of industry experience. His prior work experience includes roles at Actinver Securities, Actinver Wealth, EFM Capital, and Morgan Stanley. Outside of advising, he has been involved as a business consultant for a skin care distribution company that is in the process of closing. 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, utilizing quantitative analysis, technical charting, and an in-house trading desk to support various investment styles.

Bradley Hughes is a CFP® and holds a Series 66 license with four years of industry experience. He currently works at Horizon Wealth Advisors and previously worked at Edward Jones. Outside of finance, Bradley serves as a band consultant and judge for various school districts in the Houston area. Horizon Wealth Advisors is an independent, fee-only firm that offers comprehensive financial planning and discretionary portfolio management for individuals, trusts, pension plans, and other entities, typically serving clients with substantial investable assets.

Conor Peterson is a financial advisor at Alterna Wealth Management, Inc. in Houston, TX, with nine years of industry experience. He previously worked at Raymond James & Associates for eight years and has experience outside the financial sector from a year at Steamboat Springs Resort. Peterson holds the Series 66 designation. 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 a combination of quantitative analysis, technical methods, and an in-house trading desk.

Santiago Fernandez Ramos is a financial advisor with Finamex Asset Management, LLC, holding Series 63 and Series 65 licenses and 22 years of industry experience. His prior roles include positions at Natixis in both New York and London, BBVA Securities, and Tradition North America. Finamex Asset Management provides portfolio management, financial planning, and consulting services primarily to high-net-worth individuals in Mexico, as well as institutional clients such as pension fund managers and businesses. The firm employs a combination of Modern Portfolio Theory and tactically managed, rule-driven strategies, with an emphasis on active fixed-income and sector supervision, managing a majority of assets on a non-discretionary basis.

Ross Wegner is a financial professional with six years of industry experience, currently practicing with Lifestyle Wealth. He holds Series 63 and Series 65 licenses and has previously worked with firms including Cetera Advisors, Lifestyle Financial Advisors, First Allied Securities, and AIG. Wegner also serves as an administrative assistant at Lifestyle Asset Management Inc. Lifestyle Wealth serves a diverse client base including individuals, high-net-worth clients, retirement plans, trusts, and corporations. The firm offers discretionary and non-discretionary portfolio management, financial planning, pension consulting, and sub-advisory services, employing a range of investment strategies that incorporate fundamental, technical, and cyclical analysis.

Stephen Petty is a financial advisor with Sovereign Wealth Advisors LLC in Houston, TX, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has been with LPL Financial since 2011. Outside of advising, he owns Aztec Investment Properties, LLC, a business involved in buying and selling residential real estate. Sovereign Wealth Advisors LLC serves individuals, trusts, retirement plans, and corporate clients by providing portfolio management, financial planning, and retirement-plan consulting. The firm uses a combination of fundamental and technical analysis and offers both comprehensive and wrap fee portfolio management, as well as educational seminars and consulting engagements.

Nermeen Dhuca is a CFP® and Series 65 licensed advisor at Brasada Capital Management, LP with two years of industry experience. Before joining Brasada in 2024, Nermeen worked at Higher Order Capital and spent time at TikTok, Siemens, and Samsung. Brasada Capital Management provides discretionary portfolio management through a private pooled long/short equity fund, sub-advisory services, and separately managed accounts serving individual, high-net-worth, and institutional clients. The firm employs a fundamentals-driven, bottom-up investment process and operates multiple product lines with distinct portfolio managers.

Michael Wegner is a financial advisor with Lifestyle Wealth, holding a Series 63 designation and over 39 years of industry experience. He has held roles at various firms including First Allied Securities, Cetera Advisors LLC, and Everett Financial Group. Outside of his advisory work, he serves as the treasurer for the nonprofit Knights of Momus and is the president of a homeowners association in Houston, TX. Lifestyle Wealth serves individuals, high-net-worth clients, retirement plans, trusts, corporations, and other registered investment advisers with discretionary and non-discretionary portfolio management, financial planning, pension consulting, and sub-advisory services. The firm personalizes portfolios based on client suitability and employs a range of investment strategies, also acting as a model and signal provider to other advisers.

Scott Phillips is a financial advisor at Lavaca Capital, LLC in Houston, TX, holding a Series 65 designation with 11 years of industry experience. He has been with Lavaca Capital since 2013. Lavaca Capital provides discretionary investment advisory and sub-advisory services to institutional and high-net-worth clients, including asset managers, registered investment advisers, and family offices. The firm’s investment approach includes equity and option strategies designed for risk-adjusted returns and downside protection, and it manages both separately managed accounts and private pooled funds with performance-based fee structures.

Felipe Sanchez Alcocer is a financial advisor at Alterna Wealth Management, Inc. with two years of industry experience. Prior to joining Alterna, he worked for Actinver Grupo Financiero for seventeen years. He is a licensed insurance agent offering life insurance policies on a limited basis. 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 using dynamic models and a combination of quantitative analysis, technical methods, and an in-house trading desk.

Alison Mills is a CFP® and Series 65-registered advisor at Trinity Legacy Partners, LLC with seven years of industry experience. She has been with Trinity Legacy Partners since 2018 and previously worked at Bank of Texas and Peachtree Capital. Alison also has experience in academia, having worked at the University of Houston Bauer College of Business and the University of South Carolina. Trinity Legacy Partners is a fee-only, SEC-registered advisory firm managing approximately $521 million in client assets. The firm serves individuals, high-net-worth clients, trusts, estates, corporations, and charitable organizations, offering discretionary asset management, financial planning, and retirement-plan consulting.

William Hurt is a financial advisor at Arax Advisory Partners with 26 years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at firms including U.S. Capital Wealth Advisors and Sanders Morris LLC. Arax Advisory Partners provides wealth management and advisory services to individual and high-net-worth clients, family offices, institutions, and businesses. The firm employs a fiduciary approach, utilizing in-house portfolio teams, independent managers, and a blend of traditional and alternative investments.

Zachary Rawl is a financial advisor with Sunbelt Securities, Inc. in Houston, TX. He holds Series 63 and Series 65 designations and has five years of industry experience, previously working at N.I.S. Financial Services Inc and National Western Life. Outside of his advisory role, he is involved with Charles W. Rawl & Associates, LLC, which provides insurance and estate planning services. Sunbelt Securities, Inc. offers investment advisory and related services to individual and institutional clients through a network of representatives. The firm employs various investment strategies and provides discretionary portfolio management, standalone financial planning, and referrals to third-party money managers.

Cesar Olivares is a financial advisor with International Assets Investment Management, LLC, holding a Series 66 designation and 19 years of industry experience. His prior roles include positions at LPL Financial and SWBC Investment Company. International Assets Investment Management provides advisory services to individuals, high-net-worth clients, retirement plans, and corporations through a national network of independent representatives. The firm offers customized, long-term portfolio strategies using mutual funds, ETFs, equities, and fixed income, and may utilize third-party managers or wrap programs as part of its investment approach.

Gil Beer is a financial advisor at Arax Advisory Partners with 20 years of industry experience. He holds the Series 66 designation and has previously worked at UBS Financial Services, USCA Securities LLC, and U.S. Capital Wealth Advisors. Outside of his advisory work, he serves as a trustee for a family trust and is a managing member of an investment-related LLC focused on family investments. Arax Advisory Partners provides wealth management and advisory services to individual and high-net-worth clients, family offices, institutions, and businesses. The firm offers portfolio management, financial planning, retirement plan consulting, and private fund advisory, utilizing a combination of in-house teams, independent managers, and alternative investments.

Raymond Miller is a CFP®-certified financial advisor with 44 years of industry experience, currently serving at Sunbelt Securities, Inc. in Houston, TX since 2009. He holds Series 63 and Series 65 licenses. Outside of his advisory role, he is involved as a member in a technology investment entity. Sunbelt Securities serves a diverse client base, including individual investors, charitable organizations, and corporate clients, managing approximately $2.0 billion in assets. The firm provides portfolio management, financial planning, and access to third-party money managers, with advisory services delivered through a network of investment adviser representatives.