Colton Owen is a CFP® and Series 65 licensed advisor at Financial Synergies with three years of industry experience. His background includes roles at Financial Synergies Wealth Advisors and Texas A&M, as well as involvement with Faithbridge Church and Sky Ranch Summer Camps. Financial Synergies serves individuals, retirement plans, trusts, estates, charitable organizations, and businesses, offering both discretionary and non-discretionary investment management alongside written financial planning. The firm employs a diversified asset-allocation strategy that incorporates mutual funds, ETFs, individual securities, and digital assets, and is noted for its performance-based fee arrangements and policies managing side-by-side conflicts.

James Hawryluk is a financial advisor with Sovereign Wealth Advisors LLC in Houston, TX, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. His career includes roles at WCG Wealth Advisors, LLC, Sovereign Wealth Advisors, LLC, LPL Financial, and Intrua Financial. Sovereign Wealth Advisors LLC provides investment advisory and financial planning services to individuals, trusts, retirement plans, and other entities. The firm manages diversified portfolios using a combination of analytical methods and offers both discretionary and non-discretionary services, including access to sponsored and platform-based programs.

Craig Severin is a CFP® with 36 years of industry experience, currently serving as a financial advisor at RIA Advisors since 2018. He previously worked at LPL Financial, LLC from 2016 to 2018. Severin is also a licensed insurance agent with RIA Insurance Agency LLC. RIA Advisors provides fee-based investment management and financial planning to individuals, including high-net-worth clients, as well as institutional retirement plans. The firm employs a mix of fundamental and technical analysis within a Modern Portfolio Theory framework and offers fiduciary consulting and participant education services for ERISA-qualified plan sponsors.

Lance Roberts is a financial advisor at SimpleVisor with 23 years of industry experience. He holds Series 63 and Series 65 designations and has worked with multiple RIAs, including RIA Global Research, LLC, where he currently provides financial advice. SimpleVisor is an SEC-registered online automated investment adviser offering a digital platform of model portfolios to retail and high-net-worth clients. The firm uses a risk-tolerance questionnaire to match clients with portfolios composed of ETFs, individual stocks, and bonds, employing fundamental, technical, cyclical, and charting analysis in its investment approach.

Albert Wagner is a Series 65-licensed financial advisor at Goodman Financial Corporation with two years of industry experience. Before joining Goodman Financial in 2022, he worked at KPMG and PwC, and he also spent five years at Baylor University. Goodman Financial Corporation provides discretionary investment management and supplemental financial advisory services to individuals, trusts, endowments, corporations, and retirement plans. The firm manages approximately $865 million across about 275 client relationships, employing a customized, risk-aware investment process that emphasizes individual equities and bonds supported by fundamental and macroeconomic research.

Nam Bui is a financial advisor at Callahan Advisors, LLC with a Series 65 credential and four years of industry experience. Prior to joining Callahan Advisors in 2022, he held roles at OPES One, Rosewater, MOD Pizza, Smoothie King, and the University of Houston. Outside of advising, he owns and operates businesses in reselling and e-commerce and works as a bartender at a local bar. Callahan Advisors, LLC provides discretionary investment management primarily to high-net-worth individuals and charitable organizations. The firm focuses on US-listed equities, corporate and government debt, ETFs, and money market funds, tailoring portfolios based on client risk tolerance and long-term goals.

Charles Scavone is a CFA® charterholder based in Houston, TX, with 10 years of industry experience. He has worked at Oak Harvest Investment Services and Oak Harvest Financial Group since 2023, following prior roles at PricewaterhouseCoopers and as a self-employed advisor. Oak Harvest Investment Services provides portfolio management, financial planning, and retirement plan sponsor services to individuals, families, and high-net-worth clients. The firm manages both discretionary and non-discretionary accounts using a range of investment vehicles, including mutual funds, ETFs, equities, and fixed income, with an emphasis on tailored allocations and ongoing account monitoring.

James Jones is a financial advisor at MDX Wealth Management with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Bournehill Investment Services and Callaway Financial Services. Outside of his advisory role, he is also an independent agent for Texas State Life and Health Insurance. MDX Wealth Management serves individual clients, trusts, foundations, corporations, and retirement plans by providing wealth management, portfolio management, and limited retirement, estate, and tax-planning support. The firm constructs individualized portfolios through fundamental research and offers both discretionary and non-discretionary management across multiple asset classes.

Robert Rizarri is a financial advisor at Heritage Wealth Management in Houston, TX, with 14 years of industry experience. He holds a Series 65 designation and has worked at Heritage Wealth Management since 2019 and previously at SMS Capital Management Inc from 2010 to 2019. Heritage Wealth Management provides financial planning and investment advisory services to individuals, high-net-worth individuals, and trusts. The firm manages approximately $357 million in discretionary assets and offers both wrap fee programs and managed non-wrap accounts, including separately managed-account sleeves designed for tax efficiency.

Rex Whiteside is a financial advisor at The Clarus Group with 35 years of industry experience. He has held positions at Kingswood Capital Partners, LLC and Raymond James Financial prior to joining The Clarus Group. Rex is also the owner of The Clarus Insurance Group, LLC, where he is a licensed insurance professional. The Clarus Group provides discretionary investment management and comprehensive wealth management services to individuals, trusts, estates, businesses, and retirement plans. The firm builds customized portfolios using a range of investment vehicles and employs a long-term approach while incorporating active trading when appropriate, managing over $1.1 billion in discretionary assets with a nine-advisor team.

Francisco Maza is a CFA® credentialed financial advisor with 29 years of industry experience. He is associated with Alterna Wealth Management, Inc. and has held positions at Actinver Wealth Management, Inc. and related Actinver entities since 2004. Outside of his advisory role, Mr. Maza owns TAMASTA MANAGEMENT, LLC, a personal holding company involved in real estate and construction transactions. 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 located outside the United States. The firm utilizes a disciplined, global approach to asset allocation and diversification, employing quantitative analysis, technical methods, and dynamic models tailored to various investment styles.

Wade Egmon is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Goodman Financial Corporation in Houston, TX. He has been with Goodman Financial Corporation in various capacities since 2009. 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 and macro analysis, generally implementing portfolios with individual equities and bonds.

William Goodson is a CFP®-certified financial advisor with 14 years of industry experience. He has been with Financial Synergies Wealth Advisors, Inc. in Houston, TX, since 2015. Outside of his advisory role, he serves as the managing member of an eCommerce business operating an Amazon storefront. Financial Synergies serves individuals—including high-net-worth clients—as well as retirement plans, trusts, estates, charitable organizations, and businesses. The firm uses a diversified asset-allocation approach with no-load mutual funds, ETFs, and other securities, offering both discretionary and non-discretionary investment management along with written financial planning and account aggregation services.

Rachel Gummattira is a CFP® and holds a Series 65 license with 14 years of industry experience. She has been with Callahan Advisors, LLC since 2012 and is based in Houston, TX. Callahan Advisors, LLC is a registered investment adviser managing over $1.3 billion in client assets, serving individuals, high-net-worth clients, foundations, trusts, estates, and charitable organizations. The firm’s discretionary investment approach emphasizes U.S.-listed equities, fixed income, ETFs, and cash equivalents with attention to risk tolerance, diversification, and low portfolio turnover.

Mariana Cruz Partida is a financial advisor at GBM Wealth Management, Inc. in Houston, TX, holding Series 63 and Series 65 designations with one year of industry experience. Prior to her current roles at GBM Wealth Management, LLC and GBM International, Inc., she spent ten years with Lifestyles & Heritage Brands of Mexico. 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 focuses on customized portfolio construction using fundamental analysis and offers a variety of strategies ranging from conservative to aggressive, serving both U.S. and non-U.S. residents.

Zachery Roth is a financial advisor at Catalyst Wealth Management LLC with three years of industry experience. He holds a Series 66 designation and has previously worked at GWN Securities Inc. and Ficare FCU. Roth is also a licensed insurance agent and registered representative, offering insurance products and advice as part of his professional activities. Catalyst Wealth Management LLC provides ongoing portfolio management and advisory services primarily to individual and high-net-worth clients, including retirement plan participants. The firm employs a long-term trading orientation with fundamental and technical analysis, managing accounts on a non-discretionary basis through various Turnkey Asset Management Programs.

Elisia Pearson is a financial advisor with Sovereign Wealth Advisors LLC in Houston, TX, holding a Series 63 license and 28 years of industry experience. She has been with Sovereign Wealth Advisors since 2015 and has worked at LPL Financial since 2009. Sovereign Wealth Advisors LLC provides investment advisory and financial planning services to individuals, trusts, retirement plans, and other entities, managing portfolios that may include ETFs, mutual funds, individual equities, and fixed-income securities using multiple analytical methods and regular account reviews.

Taylor Rhyne is a Series 65-licensed advisor at JCP Investment Management, LLC with two years of industry experience. Prior to joining JCP in 2024, he worked at EY International Services LLC and Ernst & Young US LLP. He also held roles at Hispania and Amerisave Mortgage Corporation. JCP Investment Management provides discretionary investment management services to high-net-worth clients through pooled investment vehicles, sub-advised funds, and separately managed accounts. The firm employs a combination of fundamental and cyclical analysis along with active trading strategies tailored to each client’s investment agreements.

Robert Dwyer is a CFP® with 19 years of industry experience, currently serving at Heritage Wealth Management since 2023. Prior to that, he worked at Waterway Wealth Management, L.L.C. for 11 years. Heritage Wealth Management provides financial planning and investment advisory services to individuals, high-net-worth individuals, and trusts, managing approximately $357 million in discretionary assets. The firm offers a sponsor-operated wrap fee program and managed non-wrap accounts, including separately managed-account sleeves, and employs a planning process that results in tailored written financial plans and portfolios focused on tax efficiency.

Don Childress is a CFA® charterholder with 27 years of industry experience, currently serving at Childress Capital Advisors, LLC since 2020. His prior experience includes roles at Stifel, Nicolaus & Company, Incorporated and Barclays Capital Inc. He serves on the board of the Camp Ozark Foundation, which provides a Christ-centered camp experience and mentoring for children and youth. Childress Capital Advisors is an SEC-registered firm managing approximately $826 million across about 327 client accounts with a five-advisor team. The firm offers discretionary investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, and institutions, employing a combination of fundamental, technical, and relative-strength analysis along with both active and passive strategies.