Campbell Gibson is a financial advisor at Trinity Legacy Partners, LLC in Houston, TX, holding a Series 65 designation with two years of industry experience. Prior to joining Trinity Legacy Partners, he worked at the University of Houston and Rice University, with earlier experience at Glendmond College. Trinity Legacy Partners is a fee-only, SEC-registered firm managing approximately $521 million in client assets, serving individuals, high-net-worth clients, trusts, estates, corporations, and charitable organizations. The firm offers discretionary asset management, financial planning, and retirement-plan consulting, with portfolios that may include a diverse range of instruments and features a private pooled vehicle focusing on options strategies for accredited investors.

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 over 30 years of industry experience. Her career includes roles at Morgan Stanley and Raymond James Financial, and she has owned Erdil Financial Group, Inc. since 2007, managing the day-to-day affairs of the business and client assets. Saxon Financial Group serves individual and high-net-worth clients, trusts, estates, businesses, and retirement plans, offering investment management, financial planning, and retirement-plan advisory services through model-based and customized portfolios with a primarily long-term investment orientation.

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.

Michelle Gessner is a CFP® professional with 13 years of experience in the financial services industry. She is currently with Parkwoods Wealth Partners, LLC, where she has worked for one year, following eleven years leading Gessner Wealth Strategies, LLC. She is also a licensed insurance agent. Parkwoods Wealth Partners serves individuals, qualified retirement plans, not-for-profit organizations, foundations, and corporations by providing investment management, retirement plan consulting, and financial planning. The firm employs a long-term investment approach based on Modern Portfolio Theory and efficient-market principles, offering both discretionary and non-discretionary portfolio management along with employee financial-wellness services.

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 30 years of industry experience. He has worked at Morgan Stanley Dw Inc. from 1996 to 2005, LPL Financial since 2005, and has been with Sovereign Wealth Advisors since 2015. Sovereign Wealth Advisors LLC provides investment advisory and financial planning services to individuals, trusts, retirement plans, and other entities. The firm manages portfolios using a combination of analytical methods and offers both discretionary and non-discretionary management, implementing advice through direct management and various sponsored or platform-based programs.

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.

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.

Patricio Gomez is a financial advisor at Alterna Wealth Management, Inc. in Houston, TX, holding a Series 66 designation with four years of industry experience. Prior to joining Alterna Wealth Management, he was involved in real estate with Bright Lakes and is the owner of House of Regent LLC, a real estate management company. Alterna Wealth Management provides investment advisory and portfolio management services to individuals, high-net-worth clients, trusts, estates, institutions, and charitable organizations, emphasizing a disciplined, global approach to asset allocation and diversification through quantitative analysis and dynamic investment models.

Laura Spencer is a financial advisor at Goodman Financial Corporation with one year of experience at the firm. Prior to joining Goodman Financial, she worked at Chara Christian Dance Academy and had an eight-year period without employment. Goodman Financial provides discretionary investment management and targeted financial advisory services to individuals, trusts and estates, endowments, corporations, and pension plans. The firm employs a fundamental, bottom-up investment approach focused on customized portfolios of individual equities and bonds to enhance tax efficiency and income predictability.

Ericka Jones is a financial advisor with Catalyst Wealth Management LLC in Houston, TX, holding Series 63 and Series 65 licenses and six years of industry experience. Prior to joining Catalyst, Jones worked at Innovation Partners LLC, GWN Securities, Inc., and Equitable Advisors. Jones is also a licensed insurance agent. Catalyst Wealth Management LLC provides portfolio management and retirement plan services to individuals, high-net-worth clients, and employer retirement plans, managing approximately $105 million in assets. The firm delivers advisory services primarily through turnkey asset management programs and 401(k)/403(b) plan administration on a non-discretionary basis.

Philip Moran is a CFP® and ChFC® with 27 years of experience in the financial services industry. He is a principal at Portfolio Advisory Council, L.L.C. in Houston, Texas, where he has worked since 1999. His prior experience includes roles at Mutual Securities, Inc. and Cambridge Investment Research, Inc. Outside of his advisory work, Moran serves as a board member of the SMU Cox School of Business and holds leadership roles with nonprofit organizations including AESC and the KU Alumni Association. Portfolio Advisory Council, L.L.C. provides financial planning and portfolio management services to individuals, corporations, pension and profit-sharing plans, and charitable institutions. The firm employs a growth-and-income investment approach using a range of securities and combines fundamental, technical, and cyclical analysis in its portfolio management.

Desiree Meixueiro Luna is a financial advisor with GBM Wealth Management, Inc. in Houston, TX. She holds Series 63 and Series 65 credentials and has four years of industry experience. Her prior work includes roles at GBM International, Inc. and Grupo Bursátil Mexicano, Casa de Bolsa SA de CV. GBM Wealth Management provides investment advisory and portfolio management services to a diverse client base, including individuals, high-net-worth clients, trusts, corporations, and institutional investors. The firm uses fundamental analysis to construct customized portfolios across a range of strategies and manages both discretionary and non-discretionary accounts, with particular expertise in serving non-U.S. clients.

Joseph Williams is a CFP® and PFS™ with 30 years of experience in financial advising. He has worked at Linscomb & Williams for 47 years and joined Precedent Wealth Partners, LLC in 2023. Outside of his advisory role, he serves as a trustee for the Willeford 2012 Family Trust, overseeing investment advisor engagement and management of trust assets. Precedent Wealth Partners, LLC is a registered investment adviser managing approximately half a billion dollars for around 165 clients through a four-advisor team. The firm serves individuals, trusts, estates, corporations, and retirement plans with a committee-driven investment process that combines asset allocation, active and passive management, and third-party managers.

Ignacio Sunderland Portilla is a financial advisor at Alterna Wealth Management, Inc. in Houston, TX, holding a Series 66 designation with five years of industry experience. His prior roles include positions at Argenta Capital Management, LLC and Trinity University. 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 using dynamic models and a combination of quantitative analysis, technical methods, and an in-house trading desk.