Michael Hariprashad is a financial advisor at Goodman Financial Corporation in Houston, TX, with one year of industry experience. Prior to joining Goodman Financial, he held positions at Baruch College, Waterside Plaza LLC, and NX3 Corporation. Goodman Financial provides discretionary investment management and targeted financial advisory services to individuals, trusts, estates, endowments, corporations, and pension plans. The firm manages approximately $915.9 million in client assets, emphasizing a fundamental, bottom-up investment approach with customized portfolios focused on individual equities and bonds.

Janice Whitten is a CFP® with 29 years of industry experience. She is currently with Oak Harvest Investment Services and Oak Harvest Financial Group and has previously worked at LPL Financial, Intrua Financial LLC, and Invesco. In addition to her advisory work, she is an insurance agent with Oak Harvest Insurance Services, LLC. Oak Harvest Investment Services is a team advisory firm serving individuals, families, high-net-worth clients, and retirement plan sponsors with portfolio management, financial planning, and consulting. The firm manages accounts on a discretionary basis and employs a combination of fundamental, technical, and value/cyclical analysis while offering educational resources and plan-sponsor services.

Zhaoxia Lin is a financial advisor at RWM Capital, LLC with three years of industry experience. She holds Series 63 and Series 65 licenses and has worked in various roles including insurance sales at Western & Southern Life since 2022. Prior to her financial services career, Lin worked in education and hospitality. Roberts Wealth Management provides financial planning and fee-based discretionary investment management primarily to individual and high-net-worth clients preparing for or in retirement. The firm constructs tailored asset allocations using model portfolios and sub-advisers while employing quantitative algorithms for portfolio management.

Randolph Price is a CFP® with 39 years of industry experience, currently serving at Clear Trail Advisors, LLC. His prior roles include positions at Steward Partners Investment 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, managing approximately $797 million in discretionary client assets. The firm combines traditional investment analysis with multi-asset allocation and alternative strategies, offering both direct portfolio management and third-party manager oversight.

Steven Crawford is a financial advisor at FCA Corp with 14 years of industry experience. He holds a Series 65 license and has worked at FCA Corp since 2012 and at First Commonwealth Holdings Corp. since 2005. He serves as president of Ivy Realty Trust and holds officer roles in several related entities. FCA Corp provides portfolio management, financial planning, and consulting services to individuals, managed entities, and open-end investment companies. The firm manages separately managed accounts using a fundamental and macroeconomic investment approach and serves as advisor to the Commonwealth International Series Trust.

Keaton Pletcher is a financial advisor with Catalyst Wealth Management LLC in Houston, TX. He holds a Series 66 designation and has one year of industry experience. Prior to joining Catalyst, he held positions at Innovation Partners LLC, McKesson, and True Food Kitchen, and worked in education at Texas A&M University and local schools. Catalyst Wealth Management provides portfolio management and retirement-plan services to individuals, high-net-worth clients, and employer retirement plans. The firm uses turnkey asset management programs and long-term trading strategies, managing approximately $105 million in assets for over 9,500 clients.

Ignacio Perezanta Ordonez is a financial advisor at Banorte Asset Management, Inc. with 19 years of industry experience. He holds Series 65 and Series 66 credentials and has worked at firms including BBVA Global Wealth Advisors and PNC Investments. Outside of his advisory role, he is a general partner at Modern Custom Luxury Homes, a company that constructs custom homes in the San Antonio area. Banorte Asset Management serves individual and high-net-worth clients, particularly those from Latin America, offering discretionary and non-discretionary portfolio management through various programs including a digital advisory platform. The firm employs customized portfolios built from multiple asset classes and maintains several affiliated entities to support its services.

Diya Patel is a financial advisor at Goodman Financial Corporation in Houston, TX, holding a Series 65 designation. Patel has one year of industry experience, including prior work at Willis Johnson Wealth and roles at the University of Houston and the University of Texas at San Antonio. Goodman Financial provides discretionary investment management and targeted financial advisory services to individuals, trusts, estates, endowments, corporations, and pension plans. The firm manages approximately $915.9 million in assets, typically focusing on fundamental, bottom-up research and customized portfolios with an emphasis on tax efficiency and predictable income.

David Doll is a Series 65-credentialed financial advisor at Sequent Asset Management, LLC, with 18 years of industry experience. He has been associated with Sequent since 2008 and also serves as owner and director of Le Jones, a valve seat manufacturing firm in Michigan. Doll is owner of Madsen Waters, LLC, a personal family investment entity in Texas. Sequent Asset Management serves high-net-worth families, business owners, executives, retirees, trusts, estates, charitable organizations, and corporate entities. The firm offers multi-family office wealth management and discretionary investment management through a committee-driven process, combining security analysis and investment environment assessment to create customized allocation strategies and financial plans across various client needs.

Linda Legg is a financial advisor at Alterna Wealth Management, Inc. in Houston, TX, holding the Series 66 designation with two years of industry experience. Her work history includes roles at Alterna Securities, Inc. and prior positions in academic and corporate settings. Alterna Wealth Management serves individuals, high-net-worth clients, trusts, estates, institutions, and charitable organizations, offering discretionary and non-discretionary portfolio management with a global, disciplined approach to asset allocation and diversification across markets and instruments.

Patrick Incerto is a financial advisor at ICON Wealth Partners with a Series 65 credential and one year of industry experience. His prior roles include positions at Mountain Capital Partners and Vinson & Elkins LLP. Incerto also manages several investment and real estate holding entities outside of his advisory work. ICON Wealth Advisors provides wealth management and financial planning to individuals, high-net-worth clients, trusts, estates, charitable organizations, and ERISA plans. The firm employs a primarily long-term investment approach that combines fundamental and technical analysis with an emphasis on low-cost ETFs and customized client allocations.

Lindsey Elliff is a financial advisor at Prota Financial in Houston, TX, holding a Series 65 designation with four years of industry experience. She has worked at Prota Financial since 2021 and previously held roles at Job Search, Practice Solutions, UpWeb, and Advanced Footcare. Prota Financial provides discretionary investment management and financial planning to individuals, high-net-worth clients, and small businesses. The firm employs model-based portfolio management, including Sharia-compliant options, and manages $270 million in regulatory assets under management.

Ryan Kenney is a financial advisor with Oak Harvest Investment Services in Houston, TX, holding a Series 65 designation and six years of industry experience. He has worked at Oak Harvest since 2020 and is also involved with Boys and Girls Country of Houston. Oak Harvest Investment Services is a team advisory firm that serves individuals, families, high-net-worth clients, and retirement plan sponsors with portfolio management, financial planning, and consulting services. The firm manages accounts on a discretionary basis and integrates financial planning and risk profiling into its asset-allocation process across a diversified range of investment vehicles.

Kyle Bruchmiller is a financial advisor with Icon Wealth Partners in Houston, TX, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. Prior to joining Icon Wealth Partners in 2023, he worked at Hines Securities Inc. from 2015 to 2023. Icon Wealth Advisors is a multi-advisor wealth management firm overseeing 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 fixed-income strategies, while providing discretionary portfolio management, retirement advice, and cash and credit management solutions.

Eugenio Canales is a financial advisor at Alterna Wealth Management, Inc. in Houston, TX, holding a Series 66 designation with two years of industry experience. Prior to joining Alterna Wealth Management, he worked in educational roles at the University of San Diego and Instituto Tecnologico de Monterrey. Outside of his advisory role, Canales is the founder of Be Better Brand, a sole proprietorship in Mexico that sells a deck of cards designed to help children improve their mental health. Alterna Wealth Management provides investment advisory and portfolio management services to individuals, high-net-worth clients, trusts, estates, institutions, and charitable organizations, serving a significant number of clients outside the United States. The firm employs a disciplined, global approach to asset allocation and diversification, utilizing dynamic models and a combination of quantitative analysis, technical methods, and in-house trading.

Brent Simmons is a financial advisor with WESTPARK WEALTH Advisors, Inc. in Houston, TX, holding Series 63 and Series 66 credentials with 39 years of industry experience. He has worked with several firms including Calton & Associates, Inc., IMS Securities, Inc., Institutional Capital Management, Inc., and Stanford Group Company. In addition to his advisory role, he provides term life insurance quotes. Westpark Wealth Advisors offers investment advisory and financial planning services to individuals, trusts, estates, pension and profit-sharing plans, and business entities. The firm employs a range of strategies including portfolio management, option writing, and third-party manager arrangements, often managing assets on a non-discretionary basis with client approval of trades.

Devin Styles is an advisor with Catalyst Wealth Management LLC in Houston, TX. He holds a Series 66 designation and has one year of industry experience. Prior to his current role, he worked at Innovation Partners LLC, American Bank of Commerce, and First United Bank, among others. Catalyst Wealth Management LLC provides portfolio management and retirement plan services to individuals, high-net-worth clients, and employer retirement plans. The firm manages approximately $105 million in assets for about 9,549 clients, primarily through turnkey asset management programs and 401(k)/403(b) plan administration, with all client assets managed on a non-discretionary basis.

Morgann Zimmer is a CFP® and Series 65 credentialed financial advisor with 12 years of industry experience. She has been with Goodman Financial Corporation since 2017. Outside of her advisory role, she serves as a league coordinator and referee for the Houston Sports and Social Club. Goodman Financial Corporation provides discretionary investment management and financial advisory services to individuals, trusts, estates, endowments, corporations, and pension plans. The firm focuses on a fundamental, bottom-up investment approach with customized portfolios that emphasize individual equities and bonds for tax efficiency, avoiding derivatives and market timing.

Anna Ceker is a financial advisor at Goodman Financial Corporation with 11 years of industry experience. She holds a Series 65 designation and has been with Goodman Financial Corporation since 2014. Outside of her advisory role, she works as a freelance wedding planner and consultant. 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 that combines fundamental research with macro analysis and generally uses individual equities and bonds to build tax-efficient portfolios.

Andrea Freedman is a CFP® professional with over 31 years of experience in the financial services industry. She has been with Westpark Wealth Advisors, Inc. since 2009 and previously worked at Merrill, Stanford Group Company, IMS Securities, Inc., and Calton & Associates, Inc. Freedman serves as a co-academic director and instructor for the CFP® Graduate Certificate Program at the Susanne Glasscock School of Continuing Studies. Westpark Wealth Advisors provides investment advisory and financial planning services to individuals, trusts, estates, pension and profit-sharing plans, and business entities. The firm offers various portfolio management strategies and financial planning options tailored to clients' objectives and risk tolerance, with many client assets managed on a non-discretionary basis.