Kathryn Rodriguez is a CFP® with 24 years of industry experience and is currently with Financial Synergies in Houston, TX. Her prior roles include positions at Ameriprise, Charles Schwab Bank, TD Ameritrade, Mercer Global Advisors, and Fidelity. She is also involved with Tiras Wealth Management LLC, an advisory business managing operations and income split for AMPF franchises. Financial Synergies serves individuals, retirement plans, trusts, estates, charitable organizations, and businesses with discretionary and non-discretionary investment management and financial planning. The firm uses a diversified asset-allocation approach that includes mutual funds, ETFs, individual securities, and digital assets, and offers performance-based fee arrangements to eligible clients.

Brandon Gay is a financial advisor with Sovereign Wealth Advisors LLC in Houston, TX. He holds Series 63 and Series 65 designations and has 16 years of industry experience. Prior to joining Sovereign Wealth Advisors, he worked at LPL Financial for 10 years. Sovereign Wealth Advisors LLC provides investment advisory and financial planning services to individuals, trusts, retirement plans, and other entities. The firm employs a range of analytical methods across diversified portfolios and offers ongoing portfolio management, financial planning, and consulting services.

Ariel Tacher is a financial advisor with Vizcaya Capital, LLC in Houston, TX, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at IPG Investment Advisors, LLC and Bank Hapoalim. He is the sole member of J Stambler Wealth LLC, through which he provides advisory services to Vizcaya Capital. Vizcaya Capital primarily serves high-net-worth individuals, sophisticated investors, and institutional clients, offering discretionary and non-discretionary portfolio management as well as sub-advisory services to third-party money managers and private pooled funds. The firm is notable for its involvement with private funds and pooled vehicles, including offshore segregated portfolio structures, and serves a significant non-U.S. investor base.

Crystal Hebert is a financial advisor at Haven Wealth Group in Houston, TX, holding a Series 65 designation with nine years of industry experience. She has been with Haven Wealth Group since 2010 and previously worked at Industrial Thermal Solutions. Haven Wealth Group provides discretionary investment management and comprehensive financial planning for individuals, foundations, pension and 401(k) plans, and some corporations. The firm emphasizes direct selection of individual stocks and bonds, tailoring asset allocations to client risk tolerance and needs, and manages several hundred client relationships.

Andrew Dowell is a financial advisor at Arkos Global Advisors, LLC in Houston, TX, holding a Series 66 designation with eight years of industry experience. He previously worked at Archetype Wealth Partners and Morgan Stanley. Outside of his advisory role, he co-owns a family investment vehicle used to invest privately in real estate and startup companies. Arkos Global Advisors serves individuals, trusts, estates, charitable organizations, and business entities by providing financial planning, consulting, and portfolio management services. The firm combines comprehensive planning with discretionary investment management, employing a mix of fundamental, technical, and quantitative analysis.

Robine Van Doorn is a Series 65 licensed advisor at Financial Synergies in Houston, TX, with one year of industry experience. Prior to joining Financial Synergies Wealth Advisors, Inc., Robine was a student for ten years. Financial Synergies serves individuals, retirement plans, trusts, estates, charitable organizations, and businesses, offering investment management, financial planning, and advisory services. The firm uses a diversified asset-allocation approach with a focus on no-load mutual funds and ETFs and employs strategies including long-term holdings and tactical adjustments.

Hooman Amiralai is a financial advisor at Brasada Capital Management, LP in Houston, TX, holding a Series 65 designation with 13 years of industry experience. He is part of an eight-advisor team at the firm. Brasada Capital Management provides discretionary portfolio management through a private pooled long/short equity fund, sub-advisory services to unaffiliated advisors, and separately managed accounts for individuals, retirement plans, trusts, and institutions. The firm serves a range of clients including individual, high-net-worth, and institutional investors, and employs a bottom-up, fundamentals-driven investment approach utilizing long and short equity positions along with derivatives and hedging strategies.

Timothy Lucio is a financial advisor with Saxon Financial Group in Houston, TX, holding Series 63 and Series 65 designations and eight years of industry experience. His prior roles include positions at Raymond James Financial Services Advisors and AXA Advisors. He is also involved with Saxon Interests, Inc., where he contributes to financial planning, investments, trading, and operations support. Saxon Financial Group serves individual and high-net-worth clients, trusts, estates, businesses, and retirement plans, offering investment management and financial planning services. The firm constructs model-based and customized portfolios focused on a long-term orientation, employing fundamental and cyclical analysis.

Derrick Dees is a financial advisor with The Clarus Group in Houston, TX, holding Series 63 and Series 66 credentials and over 21 years of industry experience. Prior to joining The Clarus Group in 2023, he spent 11 years with Raymond James Financial Services Advisors Inc. Outside of his advisory work, he co-owns Rocking 6 Construction LLC and Rocking 6 Cattle Company, engaging in house remodeling and cattle ranching. The Clarus Group offers wealth management and discretionary investment management to individuals, trusts, estates, businesses, and retirement plans. The firm employs customized investment models primarily utilizing ETFs and mutual funds, and provides both portfolio management and financial planning services with a combination of internal discretion and outsourced Chief Investment Officer support.

Colin Monteith is a financial advisor at Altruist Advisors LLC with three years of industry experience and holds a Series 66 credential. His prior roles include positions at Ameriprise and Morgan Stanley. Outside of advising, he assists with bookkeeping and payroll management for his family ranch’s cattle and hunting business in Texas. Altruist Advisors serves individual investors, trusts, and estates by providing discretionary portfolio management and financial planning through a team of six affiliated advisers. The firm utilizes a blend of fundamental, technical, and quantitative analysis alongside model-based portfolios accessed via its proprietary technology platform.

Mohamed Eldawy is a financial advisor at Vestech Asset Management Inc. in Houston, TX, with 11 years of industry experience. He holds the Series 66 designation and has worked at firms including Morgan Stanley and Mass Mutual Investors Services. Outside of his advisory role, Eldawy is involved in several consulting and entrepreneurial ventures, including software development companies, mobile application projects, and insurance agencies. Vestech Asset Management provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, and corporations. The firm utilizes a combination of fundamental, technical, and cyclical analysis to assign clients to targeted asset-allocation model portfolios, and it employs a range of investment strategies including derivatives and third-party sub-management.

Jacob Lewis is a financial advisor at Endeavor Advisors, LLC in Houston, TX, with seven years of industry experience. He holds the CFP® and ChFC® designations and has worked at Northern Trust for 17 years prior to joining Endeavor Advisors. Endeavor Advisors serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans with discretionary investment management, family office and wealth management, and standalone financial planning. The firm uses long-term investment strategies combining fundamental and technical analysis and offers a family office–style service model.

Melody Laser is a CFP® with one year of industry experience, currently serving at Financial Synergies in Houston, TX. Before joining Financial Synergies Wealth Advisors, she worked at Willis Johnson & Associates and held roles at the University of Houston and Lone Star College. Financial Synergies serves individuals, retirement plans, trusts, estates, charitable organizations, and businesses, providing investment management and financial planning with a diversified asset-allocation approach that includes mutual funds, ETFs, equities, bonds, structured products, and digital assets. The firm is noted for offering performance-based fee arrangements to eligible clients and maintaining documented policies to manage conflicts.

Clifton Moran is a financial advisor at Portfolio Advisory Council, L.L.C. in Houston, TX, holding Series 65 and Series 66 licenses with six years of industry experience. His prior roles include positions at RBC Wealth Management, U.S. Capital Advisors LLC, Kestra Financial, and Fidelity Investments. Portfolio Advisory Council serves individual investors, corporations, pension and profit-sharing plans, and charitable institutions by providing financial planning, retirement-plan consulting, and investment management. The firm employs a growth-and-income investment approach, using fundamental, technical, and cyclical analysis to create individualized portfolios managed primarily on a discretionary basis.

Oscar Castro is a financial advisor at Saxon Financial Group in Houston, TX, holding a Series 65 designation with two years of industry experience. He has been with Saxon Financial Group since 2022. 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, utilizing model portfolios with a long-term orientation and a research process based on fundamental and cyclical analysis.

Nathan Burleson is a CFP® professional with Series 63 registration, currently serving at Heritage Wealth Management in Houston, TX. He has three years of experience in the financial industry, including prior roles at PFS Investments Inc. and the University of Houston. Outside of finance, he has worked in varied fields such as youth sports and small business operations. Heritage Wealth Management serves individuals, high-net-worth clients, and trusts by providing financial planning, estate-planning facilitation, and investment advisory services. The firm constructs diversified portfolios using mutual funds, ETFs, and separately managed accounts for tax efficiency, and sponsors a wrap fee program to support client needs.

Robert Lee is a financial advisor with Sovereign Wealth Advisors LLC in Houston, TX, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. His prior roles include positions at LPL Financial, Merrill, J.P. Morgan Securities Inc., and Banc One Securities Corporation. He also serves as an adjunct professor at Houston Community College. 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. The firm employs a mix of analytical methods and offers services through both direct management and multiple sponsored programs.

Andrew Aldrett is a financial advisor at Saxon Financial Group in Houston, TX. He holds a Series 65 designation and has recently entered the industry with less than one year of experience. Prior to joining Saxon Financial Group, his work history includes positions at Saxon Interests, Inc., Ben E. Keith, Uber, and the University of North Texas. Saxon Financial Group serves individual and high-net-worth clients, as well as trusts, estates, businesses, and retirement plans, offering investment management, financial planning, and retirement-plan advisory services. The firm employs a primarily long-term investment approach using model-based and customized portfolios across a range of asset classes and maintains institutional relationships with major custodians to support its services.

Michael Minter is a CFP® professional with 16 years of experience, currently serving at Financial Synergies Wealth Advisors, Inc. in Houston, Texas, where he has worked since 2003. Financial Synergies serves individuals, retirement plans, trusts, estates, charitable organizations, and corporate clients, providing investment management, financial planning, and held-away account advisory services. The firm utilizes diversified, allocation-driven portfolios and incorporates third-party platforms and sub-advisors to tailor portfolios, offering unique features such as performance-based fee arrangements under a high-watermark approach.

Stephen Barber is a financial advisor with Sovereign Wealth Advisors LLC in Houston, TX, holding a Series 66 license and 23 years of industry experience. His background includes roles at Morgan Stanley, UBS Financial Services, and LPL Financial. He is also involved in non-variable insurance through AFLAC. Sovereign Wealth Advisors LLC offers 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 provides services including portfolio management, written financial plans, and retirement plan consulting.