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.

Ericka Jones is a financial advisor at Catalyst Wealth Management LLC in Houston, TX, with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Innovation Partners LLC, GWN Securities, Inc., and Equitable Advisors, LLC. Outside of advisory work, he is a licensed insurance agent and registered representative. Catalyst Wealth Management LLC provides portfolio management and advisory services to individual and high-net-worth clients, focusing on mutual funds, ETFs, fixed income, and similar securities. The firm manages accounts on a non-discretionary basis and employs a long-term trading approach using various Turnkey Asset Management Programs.

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.

Rosalie Groendes is a financial advisor at Haven Wealth Group in Houston, TX, holding a Series 65 designation with 10 years of industry experience. She has been with Haven Wealth Group since 2015, working as part of a nine-advisor team. 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 financial needs, and integrates both income-producing and growth-oriented investments in its portfolios.

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.

Isabella Gomez is a financial advisor at Goodman Financial Corporation with a Series 65 designation and one year of industry experience. Prior to joining Goodman Financial, she worked at Three Chords Wealth Management Advisors and Willis Johnson & Associates. She also has experience in education, having worked at the University of Houston and Conroe High School. Goodman Financial provides discretionary investment management and targeted financial advisory services to individuals, trusts and estates, endowments, corporations, and pension plans. The firm emphasizes a fundamental, bottom-up investment process implemented through customized portfolios with direct holdings in individual equities and bonds.

Zachary Majors is a CFP® with 16 years of industry experience. He is a principal at Centric Advisors, LLC, where he has worked since 2016, and previously affiliated with Cetera Investment Services LLC. Outside of his advisory role, Majors provides consulting services through Majors Family Holdings LLC, focusing on business growth and operational efficiency. Centric Advisors offers portfolio management and financial planning services to individuals, high-net-worth clients, corporations, and charitable organizations. The firm employs a combination of fundamental, technical, and cyclical analysis in its investment approach and utilizes a range of trading strategies including margin, short sales, and options.

James Pavlik is a financial advisor with ICON Wealth Partners in Houston, TX, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. His prior roles include positions at PURSHE KAPLAN STERLING INVESTMENTS, Inc., Avalon Wealth Management LLC, and Avalon Advisors, LLC. He is dually registered as an investment advisor representative and a registered representative, splitting his time primarily between these roles. 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 using fundamental and technical analysis, with a focus on low-cost ETFs and customized client portfolios.

Paul Dixon is a financial advisor with Sovereign Wealth Advisors LLC in Houston, TX, holding Series 63 and Series 65 credentials and over 35 years of industry experience. He has worked with Sovereign Wealth Advisors since 2015 and concurrently with LPL Financial since 2007. Outside of advisory work, he has participated in paid opinion research and market research activities. Sovereign Wealth Advisors LLC provides investment advisory and financial planning services to individuals, trusts, retirement plans, and other entities, managing portfolios that include ETFs, mutual funds, equities, and fixed-income securities using a mix of analytical methods. The firm offers ongoing portfolio management, written financial plans, retirement plan consulting, and access to sponsored and platform-based investment programs.

Paul Thompson is a financial advisor with Ascension Capital Advisors, Inc. in Houston, TX, holding Series 63 and Series 65 licenses and possessing 41 years of industry experience. He has worked at Ascension Capital Advisors since 1997 and previously spent nine years at Purshe Kaplan Sterling Investments. Outside of advisory work, he is a trustee of the Lorraine and Jeannette Clift George Charitable Foundation and is involved in a family partnership with interests in general securities and oil and gas. Ascension Capital Advisors serves individuals, retirement plans, charitable organizations, and small businesses by providing portfolio management, retirement plan consulting, financial planning, and private placement consulting. The firm customizes investment strategies based on client risk tolerance and objectives, utilizing a diversified mix of securities and educational programs for plan participants.

Joaquin Barthel Medina is a financial advisor at Banorte Asset Management, Inc. in Houston, TX, holding a Series 66 designation with three years of industry experience. His prior roles include positions at PNC Bank and BBVA affiliates spanning over a decade. Banorte Asset Management, Inc. serves individual and high-net-worth clients, including trusts, estates, charitable organizations, and business entities, with a client focus in Latin America, particularly Mexican citizens. The firm offers discretionary and non-discretionary portfolio management through diverse investment programs and utilizes a range of securities and model portfolios tailored to client needs.

Sebastian Eccles is a CFP® and Series 66-licensed advisor with two years of industry experience. He is currently with Life Line Wealth Management LLC and has previously worked at Factory Capital, Kayne Anderson Rudnick, BLISK Financial Group/Spire Investment Partners, Morgan Stanley, and AP Task. Life Line Wealth Management is a small team managing approximately $557.6 million in assets, serving individual clients, trusts, and privately held small businesses. The firm employs a passive, asset-allocation strategy based on Modern Portfolio Theory, using primarily passive ETFs and tailoring portfolios to clients' risk tolerance and objectives.

Steven Goodman is a CFP® professional with 28 years of experience in financial advising. He has been with Goodman Financial Corporation since 2015, including a period leading the GFC Quantified Alpha, LP from 2023 to 2024. The firm provides discretionary investment management and supplemental financial advisory services to individuals, trusts, endowments, corporations, and retirement plans. Goodman Financial Corporation manages approximately $865 million across about 275 client relationships, employing a customized, risk-aware investment process that integrates fundamental research and macro analysis, primarily through individual equities and bonds.

Steven Hobbs is a financial advisor at Managed Financial Services Corp., Inc. in Houston, TX, holding Series 63 and Series 65 licenses with 25 years of industry experience. He has been with Managed Financial Services Corp., Inc. since 1999. Managed Financial Services Corporation serves individual and high-net-worth clients as well as corporate pension and profit-sharing plans and other institutional entities. The firm manages investments through a seven-advisor team that uses a committee-based approach incorporating proprietary scorecards and Modern Portfolio Theory criteria to guide portfolio decisions.

Miranda O'Keefe is a financial advisor with 29 years of industry experience, currently affiliated with 15 Wealth Advisors LLC. She holds the Series 63 and Series 65 licenses and has previously worked at firms including Charles Schwab, VALIC Financial Advisors, and Invesco Advisers. Outside of her advisory role, she is involved with Wealth Fusion Inc., a non-investment-related business entity. 15 Wealth Advisors serves individual and high-net-worth clients, as well as pension and corporate clients, offering investment advisory, financial planning, and employer planning services. The firm employs a multi-disciplinary investment process focused on tailored discretionary portfolio management primarily using ETFs, supplemented by third-party managers and specialized strategies.

John Langston is a financial advisor at Robertson Investment Management in Houston, TX, with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Network 1 Financial Securities, Inc., Osaic Wealth, Inc., and Securities America, Inc. since 2018. Robertson Investment Management serves individuals, families, trusts, pensions, banks, and corporations, offering portfolio management, financial planning, corporate finance, private placements, and multi-family office services. The firm employs a combination of fundamental, technical, and cyclical analysis across various equity strategies and alternative investments, often managing accounts under discretionary authority and utilizing third-party managers when appropriate.

Scott Jackson is a financial advisor at Doliver Advisors, L.P. in Houston, TX, holding a Series 65 designation with 14 years of industry experience. He has worked at Doliver Capital Advisors since 2017 and previously at Legacy Asset Management, Inc. from 2012 to 2017. Outside of his advisory role, he is a member of BraeBurn Country Club and the Galleria Tennis & Athletic Club. Doliver Advisors is an SEC-registered investment adviser that provides portfolio and wealth management services to individuals, pooled investment vehicles, retirement plans, and other entities. The firm employs quantitative, model-driven strategies focused on closed-end funds and offers customized cash and retirement planning, along with sponsorship of private equity funds and special-purpose vehicles for qualified investors.

Dawn Trammell is a financial advisor at Robertson Investment Management with 39 years of industry experience. She holds a Series 63 designation and has worked at firms including Osaic Wealth, Inc., Securities America, Inc., and First Allied Advisory Services. Robertson Investment Management advises individuals, families, trusts, pensions, banks, and corporations, offering portfolio management, financial planning, corporate finance, private placements, and multi-family office services. The firm employs a mix of fundamental, technical, and cyclical analysis across various equity strategies and alternatives, managing accounts primarily under discretionary authority and utilizing third-party managers when appropriate.