Raul Chapa Ugalde is a financial advisor at Alterna Wealth Management, Inc. with four years of industry experience. He holds the Series 66 designation and previously worked at Credit Suisse AG and Credit Suisse Asesoria Mexico. He is also a minority owner of a Mexican venture capital company, Grupo DOSCEROQUINCE 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, with a significant portion of its client base 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.

John Ross is a financial advisor at Goodman Financial Corporation in Houston, TX, holding a Series 65 designation. He has been with Goodman Financial since 2026 and previously worked at Talascend LLC for 11 years. Goodman Financial Corporation offers discretionary investment management and financial advisory services to individuals, trusts, estates, endowments, corporations, and pension plans. The firm employs a fundamental, bottom-up investment approach focused on customized portfolios with direct holdings in equities and bonds, emphasizing tax efficiency and predictable income.

Phillip Hammett is a financial advisor with TIP Group LLC in Houston, TX, holding Series 63 and Series 65 licenses and with seven years of industry experience. His prior roles include positions at The O.N. Equity Sales Company and Northwestern Mutual Investment Services LLC. He is also a part owner of an online retail business, Virtual Amazon Store, LLC. TIP Group LLC provides portfolio management and financial planning services to individuals, high-net-worth clients, and business entities, using a combination of fundamental analysis, modern portfolio theory, and technical analysis. The firm offers both discretionary and non-discretionary management, conducting periodic reviews and coordinating with third-party managers when applicable.

Emilio Mejia is a financial advisor with Alterna Wealth Management, Inc. in Houston, TX, holding a Series 66 designation and possessing 25 years of industry experience. He has worked extensively with Actinver Securities and Actinver Wealth Management since 2008. 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 combining quantitative analysis, technical methods, and an in-house trading desk.

Campbell Gibson is a financial advisor at Trinity Legacy Partners, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at the University of Houston, Rice University, and Glendmond College. Trinity Legacy Partners is a fee-only, SEC-registered investment adviser serving individuals, trusts, estates, corporations, and charitable organizations. The firm provides discretionary portfolio management, financial planning, and investment consulting, utilizing a documented Investment Objective Statement and periodic reviews to guide its fiduciary services.

John Husbands is a financial advisor with Portfolio Advisory Council, L.L.C. in Houston, TX, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. He has worked at Mutual Securities, Inc. since 2017 and previously spent a decade at Cambridge Investment Research, Inc. Husbands serves on the Board of Trustees for Conroe Independent School District, where he is involved in oversight of school district policy and budget. Portfolio Advisory Council provides financial planning and portfolio management to individuals, corporations, pension and profit-sharing plans, Taft-Hartley plans, and charitable institutions. The firm focuses on retirement income planning and manages business retirement arrangements with an investment approach that combines growth and income strategies using various asset classes and analytical methods.

Erin Erdil is a financial advisor with Saxon Financial Group in Houston, TX, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. She has been associated with Raymond James and Erdil Financial Group since 2007 and with Saxon Interests, Inc. since 2021. She also owns Erdil Financial Group, Inc., a support company involved in managing business affairs and client assets. Saxon Financial Group manages approximately $616 million in client assets across a 12-advisor team, serving individuals, trusts, estates, businesses, and retirement plans. The firm employs a range of investment vehicles with a primarily long-term orientation, integrating fundamental and cyclical research and offering discretionary and non-discretionary management along with financial and retirement planning services.

John Sullivan is a financial advisor with JCP Investment Management, LLC in Houston, TX, holding a Series 65 designation and three years of industry experience. He previously worked at Navillus Management LLC and Harborside Associates, with a combined career spanning over 17 years. Outside of his advisory role, Mr. Sullivan is involved in multiple family businesses focused on agricultural and real estate investments, where he holds various management and oversight positions. JCP Investment Management provides discretionary investment advisory services primarily to high-net-worth individuals through pooled investment vehicles, sub-advised funds, and separately managed accounts. The firm employs fundamental and cyclical analysis and utilizes a range of strategies, including long- and short-term trading, derivatives, and risk management techniques, with a focus on performance-based compensation and comprehensive reporting for investors.

Pamela Reynoso is a financial advisor with GBM Wealth Management, Inc. in Houston, TX, holding Series 63 and Series 66 credentials and bringing 22 years of industry experience. Her career includes roles at Portafolio Advisory Solutions LLC and several GBM-affiliated entities spanning over a decade. Reynoso also works with Portfolio Investments, Inc., where she has been active since 2016. 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 across a range of strategies and serves both U.S. and non-U.S. residents through discretionary and non-discretionary accounts.

Stephen Mchale is a CFP® with 28 years of industry experience, currently serving as a financial advisor at Sovereign Wealth Advisors LLC since 2017. He has also been associated with LPL Financial, LLC since 2014. Outside of his advisory role, he is active as a soccer referee in Houston, TX. 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 combines fundamental and technical analysis with a variety of investment strategies and utilizes sponsored advisory programs and third-party manager platforms to meet client needs.

Ashley Trlica is a CFP® professional with six years of industry experience. She has worked at Saxon Financial Group since 2023 and previously spent nine years at Linscomb & Williams Inc. Saxon Financial Group manages approximately $616 million in client assets through a 12-advisor team, serving individuals, trusts, estates, businesses, and retirement plans. The firm offers investment management, financial planning, and retirement-plan advisory services, using a research process based on fundamental and cyclical analysis and maintaining a generally long-term investment orientation.

J. Pappas is a financial advisor at Pin Oak Investment Advisors Inc with 26 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Morgan Stanley Private Bank, National Association, Morgan Stanley Smith Barney, and Morgan Stanley & Co. Incorporated from 2008 to 2017. 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, offering discretionary portfolio management, financial planning, family office services, and consulting engagements. Their investment approach emphasizes fundamental and cyclical analysis with a focus on longer-term holdings, and they are noted for managing multiple affiliated private funds that constitute a significant part of their business.

Martin Peskin is a financial advisor with Sovereign Wealth Advisors LLC in Houston, TX, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at LPL Financial LLC since 2005 and joined Sovereign Wealth Advisors in 2015. Sovereign Wealth Advisors serves individuals, trusts, retirement plans, and corporate clients by offering portfolio management, financial planning, retirement-plan consulting, and educational seminars. The firm uses a combination of fundamental and technical analysis and offers a range of investment solutions including discretionary portfolio management and access to sponsored and third-party advisory programs.

Marc Forn Canabate is a CFA® charterholder currently with Inscription Capital, LLC, where he has been since 2022. His prior experience includes roles at Santander Bank UK and Santander Bank NA, as well as involvement with Bluecap and Search Fund Accelerator. Outside of his advisory work, he serves as a senior analyst for litigation finance funds and a resale investment service, contributing to fund materials, financial modeling, and client coordination. Inscription Capital manages approximately $1.56 billion in client assets, serving individual clients, family offices, trusts, estates, and private foundations. The firm offers comprehensive financial planning and portfolio management through a personalized, committee-driven process emphasizing fundamental analysis and diversified, long-term allocations across various asset types.

Matthew Kerns is a CFP® and holds a Series 66 license, currently serving as an advisor at Clear Trail Advisors, LLC with five years of industry experience. He previously worked at Steward Partners Investment Solutions, Raymond James Financial Services, and Teak Tree Capital Management. Outside of financial services, he was involved with Escalante Golf, Inc. for six years. Clear Trail Advisors provides investment advisory and planning services to individuals, trusts, retirement plans, and business entities. The firm manages roughly $797 million in discretionary client assets, utilizing a blend of fundamental, technical, and sector analysis combined with multi-asset allocation techniques, direct indexing, ETFs, and alternative investments.

Robert Koort is a CFA® charterholder with 27 years of industry experience. He is currently with Childress Capital Advisors, LLC and previously worked at Goldman Sachs & Co for 18 years and at Appian Way Asset Management / Koort Research for three years. Childress Capital Advisors provides discretionary investment management, financial planning, and consulting services to a diverse client base including individuals, high-net-worth investors, institutions, trusts, qualified purchasers, and retirement plans. The firm employs a multifaceted investment approach that incorporates fundamental and technical analysis, tactical asset allocation, and the use of derivatives and alternative investments where appropriate.

Garrett Hizer is a financial advisor at Segment Wealth Management, LLC in Houston, TX, holding Series 65 and Series 63 licenses with six years of industry experience. His prior roles include positions at Selah Financial Services and Boston Mountain Money Management. Segment Wealth Management provides discretionary and non-discretionary investment management and retirement-plan consulting to individuals, business entities, and various types of trusts and organizations. The firm offers a range of ETF-based strategies combined with actively managed positions and uses derivatives for income and risk management, managing over $2 billion with a small advisory team.

Wendy Korman is a CFP® and PFS™ credentialed advisor with 21 years of industry experience. She has worked at Portfolio Advisory Council, L.L.C. since 2004 and is also associated with Callaway & Associates and the Wendy Ellen Birkinsaw CPA practice. In addition to her advisory roles, she operates a sole practitioner tax preparation and accounting business. Portfolio Advisory Council, L.L.C. serves individual investors, corporations, pension and profit-sharing plans, and charitable institutions, offering financial planning, retirement-plan consulting, and investment management. The firm employs a growth-and-income strategy and manages diversified portfolios including mutual funds, ETFs, stocks, bonds, options, and REITs.

Jillian Nel is a CFP® with 18 years of industry experience, currently serving as Director of Financial Planning at Inscription Capital, LLC. She has held roles at Emerson Equity LLC and Purshe Kaplan Sterling Investments and has been involved with Inscription Capital since 2019. Nel is also an academic director and instructor for the CFP® program at the Glasscock School for Continuing Studies at Rice University. Inscription Capital serves individual and institutional clients, including high net worth individuals, family offices, trusts, and private foundations, managing approximately $1.56 billion in assets. The firm offers comprehensive financial planning and portfolio management through a personalized, committee-driven investment process that incorporates a range of asset classes and implementation options.

Allison Brand is a CFP® professional at Inscription Capital, LLC with one year of industry experience. Her prior roles include positions at Connors Wealth Management, Oak Harvest Financial Group, Houston ISD, and Bama Bounders. Inscription Capital, LLC provides holistic financial planning and investment management services to individuals, family offices, trusts, estates, private foundations, and retirement plans. The firm manages approximately $2.05 billion in assets and employs a long-term, fundamental investment approach implemented by an investment committee that utilizes diversified portfolios including mutual funds, ETFs, structured products, and alternative investments.