Ryan Tong is a financial advisor at Ebquant, LLC with four years of industry experience. He holds a Series 65 designation and concurrently serves as Senior Data Scientist for Wal-Mart and CIO/CTO of Bitquant Capital, where he focuses on pooling investment capital for the laundromat business. Tong is also the founder of Tong Management Group, a bookkeeping and tax consulting firm, and provides investment consulting through Clarity.fm. Ebquant, LLC offers ongoing portfolio management and financial planning services to institutional clients, high-net-worth individuals, and non–high-net-worth individuals. The firm develops Investment Policy Statements tailored to clients’ objectives and employs a combination of fundamental, technical, and cyclical analysis across strategic and tactical time frames.

Richard Figueroa is a financial advisor at Patron Partners, LLC with 28 years of industry experience. He previously worked at UBS Financial Services Inc for 11 years before joining Patron Partners in 2020. Figueroa serves on the investment committee of Memorial Hermann Healthcare System and is chairman of the Texas Department of Licensing and Regulation commission. He is also a board member of the National Rifle Association. Patron Partners provides investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, retirement plans, and institutional investors. The firm employs a diversified investment approach combining active and passive strategies with continuous portfolio monitoring.

John Blair is a financial advisor with Sovereign Wealth Advisors LLC in Houston, TX, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. He has previously worked at LPL Financial LLC and Allstate Financial Services LLC, and maintains an active CPA practice providing tax preparation and accounting services. 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 utilizes a combination of fundamental and technical analysis and provides access to sponsored advisory programs and third-party manager platforms.

Edward Tredennick is a financial advisor at Doliver Advisors, L.P. in Houston, TX, holding a Series 65 designation with 16 years of industry experience. He has been with Doliver Capital Advisors since 2009. Outside of his advisory role, he is an attorney at Daniels and Tredennick, LLC. Doliver Advisors is an SEC-registered investment adviser serving individuals, pooled investment vehicles, retirement plans, and other entities. The firm employs quantitative, model-driven strategies focused on closed-end funds and offers customized cash and retirement planning, private equity funds, and special-purpose vehicles for qualified investors.

Grant Ball is a Series 65-licensed advisor with Financial Synergies in Houston, TX, where he has worked since 2020. He has four years of industry experience and previously participated in the University of Houston’s Cougar Investment Fund and Bauer School of Business. Financial Synergies serves a diverse client base including individuals, retirement plans, trusts, estates, charitable organizations, and corporate clients, offering investment management, financial planning, and advisory services. The firm employs diversified, allocation-driven portfolios and utilizes third-party platforms and sub-advisors to customize client solutions.

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 13 years of experience in the financial industry. He is currently with GBM Wealth Management, Inc. in Houston, TX, where he has held various roles since 2016. His prior experience includes work with GBM International, Inc. and GBMSA Holdings, Inc. GBM Wealth Management provides investment advisory and portfolio management services to individuals, high-net-worth clients, trusts, corporations, and select institutional clients. The firm employs a range of strategies, including fundamental analysis and quantitative approaches, and serves both U.S. and non-U.S. residents with customized portfolios.

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.

Chad Taylor is a financial advisor with MDT Financial Advisors, LLC, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He previously worked at Wells Fargo Advisors Financial Network LLC for 17 years. Outside of his financial career, he owns and hosts pickleball tournaments in Friendswood, TX. MDT Financial Advisors is a registered investment adviser serving individuals, including high net worth clients, pension and profit-sharing plans, charitable organizations, and corporations. The firm provides wealth and investment management, financial planning and consulting, and fiduciary services, utilizing a mix of active and passive strategies tailored to each client’s objectives.

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 with Alterna Wealth Management, Inc. in Houston, TX, holding a Series 66 license and four years of industry experience. He has been associated with Actinver in Mexico since 2005 and facilitates referrals 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, charitable organizations, and offshore trusts. The firm employs a global, diversification-focused investment approach, utilizing dynamic models and quantitative analysis to tailor strategies for each client.

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.

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.

James Alfieri is a financial advisor with Platform Wealth Advisors in Missouri City, TX, holding a Series 66 credential and 27 years of industry experience. He has previously worked at Raymond James Financial Services and Hamilton Financial Advisors. Alfieri also serves as a principal and CPA at Hamilton Mercer Advisors, where he oversees office operations and performs accounting duties, and he is a volunteer treasurer for a nonprofit fire company. Platform Wealth Advisors offers discretionary investment management, financial planning, and retirement-plan consulting to individuals, trusts, and businesses. The firm employs a long-term, asset-class investing approach based on Modern Portfolio Theory and supports advisory services through its affiliation with accounting and consulting practices.