Madison Whiteside is a financial advisor at The Clarus Group in Houston, TX, holding a Series 65 designation with one year of industry experience. Prior to joining The Clarus Group, Madison worked at AlliantGroup and has a background at Vanderbilt University. The Clarus Group provides wealth management and discretionary investment management services to individuals, trusts, estates, businesses, and retirement plans. The firm uses customized investment models focused on objectives such as capital preservation and tax minimization, employing ETFs, mutual funds, individual securities, and alternatives with a primarily long-term approach.

Darrell Brooks is a financial advisor at Saxon Financial Group in Houston, TX, with 37 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Raymond James Financial Services from 2009 to 2021. Outside of his advisory work, he is the owner and branch manager of Riverway Financial Group LLC, a support company based in Houston. Saxon Financial Group manages approximately $616 million in client assets through a team of 12 advisors, serving individuals, trusts, estates, businesses, and retirement plans. The firm offers investment management, financial planning, and retirement-plan advisory services using a range of investment vehicles and a research process based on fundamental and cyclical analysis.

Rodolfo Ruiz Pares is a financial advisor at Monex Asset Management, Inc. based in Houston, TX, with 15 years of industry experience. He holds a Series 66 designation and has worked at Monex Asset Management since 2010 and Monex Securities from 2010 to 2018 and again from 2018 to the present. Monex Asset Management provides discretionary and non-discretionary investment advisory and consulting services to a diverse client base, including individuals, high-net-worth clients, corporations, trusts, estates, and charitable organizations. The firm employs a blend of fundamental, technical, and charting analysis across a broad range of investment products and strategies.

Jason Mickey is a financial advisor with Wealth Management Group in Houston, TX, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He previously worked at Park Avenue Securities for nine years and has been affiliated with Guardian Life Insurance Company since 2015. He operates an independent health insurance brokerage focused on individual and group health insurance and fixed/immediate annuities. Wealth Management Group serves both high net worth individuals and institutional clients, offering financial planning, discretionary investment management, retirement plan consulting, and investment research. The firm employs multiple investment strategies and provides access to a range of complex and alternative investment vehicles.

Dominic Di Giacomo is a CFP® professional with three years of industry experience, currently serving at Cranbrook Wealth Management, LLC. His work history includes prior roles at JLFranklin Wealth Planning, LLC and Signature Wealth Strategies, as well as a four-year period at Clemson University. Cranbrook Wealth Management serves individuals, retirement accounts, trusts, estates, charitable institutions, and business entities, managing portfolios on a discretionary basis. The firm integrates investment management with financial planning and offers a range of portfolio models supported by written Investment Policy Statements, utilizing mutual funds, ETFs, separately managed accounts, and private equity opportunities.

Noor Amirali is a CFP® professional with 28 years of industry experience, currently serving at D.H. Hill Advisors, Inc. since 2009. His prior work includes roles at Wrp Investments, Inc., Chase Investment Services Corp., and Banc One Securities Corporation. Outside of his advisory role, he is a member of A & K Development, LLC, a non-investment-related business. D.H. Hill Advisors provides wealth management services to individuals, high-net-worth clients, retirement plans, corporations, foundations, and trusts, offering financial planning, investment management, retirement-plan consulting, and access to alternative investments. The firm employs a mix of firm-managed and advisor-managed strategies, utilizing tactical asset allocation, quantitative and technical analysis, and tax-aware techniques.

Paula Mc Gee is a financial advisor at Haven Wealth Group in Houston, TX, holding a Series 65 credential with one year of industry experience. Her prior work includes roles at H&R Block and ownership of a personal business. Haven Wealth Group offers discretionary investment management and financial planning services for individuals, high-net-worth clients, foundations, pensions, endowments, and 401(k) plans, employing a values-based, tailored asset-allocation approach that includes the use of options and emphasizes individual stocks and bonds.

Matthew Holder is a financial advisor with Sovereign Wealth Advisors LLC in Houston, TX, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with Sovereign Wealth Advisors since 2015 and has worked at LPL Financial LLC since 2007. Outside of finance, he has engaged in DJing for weddings and birthday parties. Sovereign Wealth Advisors serves individuals, trusts, retirement plans, and corporate clients, offering portfolio management, financial planning, retirement-plan consulting, and educational seminars. The firm uses a combination of fundamental and technical analysis in its investment approach and provides access to sponsored advisory programs and third-party manager platforms.

Ethan Pollard is a financial advisor with Arkos Global Advisors, LLC in Houston, TX, holding a Series 66 designation and 13 years of industry experience. He has worked at Archetype Wealth Partners, LLC since 2017 and previously held roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney from 2012 to 2017. Arkos Global Advisors provides financial planning, consulting, and portfolio management services to individuals, trusts, estates, charitable organizations, and business entities. The firm combines comprehensive planning with discretionary investment management using fundamental, technical, and quantitative analysis, and conducts ongoing account monitoring and manager due diligence.

Charles Fahy is a financial advisor with Sovereign Wealth Advisors LLC in Houston, TX, holding Series 63 and Series 66 licenses and bringing 53 years of industry experience. He has worked at LPL Financial LLC since 2004 and joined Sovereign Wealth Advisors in 2015. Sovereign Wealth Advisors serves individuals, trusts, retirement plans, and corporate clients, offering portfolio management, financial planning, retirement-plan consulting, and educational seminars. The firm uses a combination of fundamental and technical analysis, discretionary portfolio management, and access to third-party manager platforms to tailor investment strategies.

Barbara Villard Schmoyer is a Series 65-licensed advisor with Financial Synergies in Houston, TX, where she has worked since 2016. She has nine years of industry experience. Financial Synergies serves individuals, retirement plans, trusts, estates, charitable organizations, and corporate clients with investment management, financial planning, and held-away account advisory services. The firm uses diversified, allocation-driven portfolios and offers a goals-based Pathway program, managed-account solutions, and sub-advisory relationships.

Douglas Walden is a financial advisor at Robertson Investment Management in Houston, TX, holding a Series 66 designation with seven years of industry experience. Prior to joining Robertson Investment Management, he worked at Edward Jones for eight years and was employed by KHOU Channel 11 for four years. Robertson Investment Management serves a diverse client base including individuals, families, trusts, pensions, corporations, and financial institutions. The firm offers a range of services such as portfolio management, financial planning, family office services, and private placements, utilizing both in-house and third-party investment strategies across multiple equity products.

Bernardo Hubard is a financial advisor at Monex Asset Management, Inc. in Houston, TX, with 20 years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at Morgan Stanley Smith Barney LLC and VectorGlobal WMG. He has been with Monex-affiliated firms since 2021. Monex Asset Management serves individuals, including high-net-worth clients, as well as corporations, trusts, estates, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management and investment consulting, employing a variety of strategies from long-term holdings to short-term trading, supported by sub-advisory and technology partnerships.

James Hamilton is a financial advisor with Portfolio Advisory Council, L.L.C. in Houston, TX, holding Series 63 and Series 65 credentials and over 31 years of industry experience. He has worked at Mutual Securities, Inc. and Cambridge Investment Research, Inc., and has been with Portfolio Advisory Council for 30 years. Outside of his advisory role, Hamilton serves as a director of the Midtown Business Network, is a trustee overseeing church finances at Northeast Houston Baptist Church, and is a board member of Municipal Utility District No. 83 of Texas. Portfolio Advisory Council, L.L.C. provides financial planning and portfolio management to individuals, corporations, pension and profit-sharing plans, Taft-Hartley plans, and charitable institutions. The firm employs a growth-and-income investment approach using a mix of mutual funds, ETFs, individual stocks and bonds, REITs, and options, combining fundamental, technical, and cyclical analysis.

Kim Petersen is a financial advisor at Checchi Capital Advisers, LLC with three years of industry experience. She holds Series 63 and Series 65 licenses and has prior experience as a consultant and with Work America Capital/Varsity Hype. Petersen serves on the boards of a sustainable farming start-up, a charitable outreach organization, a corporate growth association in Houston, and holds roles with The University of Texas McCombs School of Business and The University of Texas Chancellor’s Council Executive Committee. Checchi Capital Advisers provides discretionary portfolio management primarily for high-net-worth individuals and various institutional clients. The firm employs a quantitatively driven investment process utilizing proprietary models and offers diverse strategies across global equity and fixed-income portfolios.

Bradley Bruna is a financial advisor with 20 years of industry experience, currently at 15 Wealth Advisors LLC in Houston, TX. He holds the ChFC® designation along with Series 63 and 66 licenses. His prior work includes a long tenure with AIG Valic and roles at LPL Financial and TSFG, LLC. Outside of advising, he is involved in a family-owned business called Not Your Daddy's Sports Collection. 15 Wealth Advisors LLC is a registered investment adviser that offers discretionary portfolio management, financial planning, and employer-focused retirement consulting. The firm emphasizes customized portfolios tailored to clients’ goals and uses a combination of fundamental, quantitative, technical, and modern portfolio theory analyses.

Jose Beltran is a financial advisor with Monex Asset Management, Inc. in Houston, TX, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Monex Securities, Inc. and work at the University of St. Thomas. 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 mix of fundamental, technical, and charting analysis across a broad range of investment products and offers both direct management and delegated discretionary management through a sub-advisor.

William Porter is a CFP® with one year of industry experience, currently serving as an advisor at Brasada Capital Management, LP. He previously worked at City National Bank and JP Morgan Private Bank. Brasada Capital Management, LP is an SEC-registered investment adviser that manages a private pooled investment vehicle and provides discretionary portfolio management for separately managed accounts. The firm serves other financial institutions and unaffiliated advisers through sub-advisory arrangements and offers non-discretionary model portfolios to wrap-fee sponsors, employing a bottom-up, long/short equity investment approach supported by fundamental and quantitative analysis.

Thomas Callahan is the founder of Callahan Advisors, LLC in Houston, TX, and holds 27 years of industry experience. He has led Callahan Advisors since 1998. 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 emphasizes U.S.-listed equity securities supplemented by fixed income and ETFs, with portfolio decisions based on client risk tolerance and long-term objectives.

Richea Powell is a CFA® charterholder with 17 years of industry experience, currently serving at Haven Wealth Group in Houston, TX. She has been with Haven Wealth Group since 2008, working within a nine-advisor team. Haven Wealth Group offers discretionary investment management and comprehensive financial planning for individuals, foundations, pension and 401(k) plans, and corporations. The firm’s investment approach focuses on direct selection of individual stocks and bonds, tailored asset allocations, and a combination of income-producing and growth-oriented holdings.