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.

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 holds a Series 66 license with two years of industry experience. He is currently with Life Line Wealth Management LLC, where he has worked since 2019. His prior experience includes roles at Factory Capital, Kayne Anderson Rudnick, BLISK Financial Group/Spire Investment Partners, and Morgan Stanley. Life Line Wealth Management LLC is a small registered investment adviser team managing approximately $557.6 million in assets. The firm serves individual clients, trusts, and small business entities, offering discretionary investment management with an emphasis on passive, asset-allocation strategies utilizing ETFs and tailored portfolio construction based on client-specific factors.

Ronald Briggs is a financial advisor at Cheviot Value Management, LLC in Houston, TX, holding a Series 65 designation. He joined the firm in 2026 and has prior professional experience at RAND Corporation and Praedicat, Inc. before entering the financial advisory industry. Cheviot Value Management is a privately owned registered investment adviser serving individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plan participants. The firm employs a value-oriented, fundamentally driven investment approach that includes diversification, tactical asset allocation, and absolute-return strategies, with continuous portfolio supervision and financial planning services.

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.

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 Series 65-licensed advisor with 14 years of industry experience, currently with Doliver Advisors, L.P. in Houston, TX. He has worked at Doliver Advisors since 2017 and previously held roles at Legacy Asset Management, Inc. and Andrews Capital Management Corporation. He is a member of BraeBurn Country Club and the Galleria Tennis & Athletic Club. Doliver Advisors serves individual and high-net-worth clients, as well as trusts, foundations, and pooled investment vehicles, offering wealth management, customized portfolio management, and a quantitative closed-end fund strategy. The firm also acts as adviser and sponsor for multiple private funds and special purpose vehicles, combining quantitative models with tailored investment approaches.

Emilio Soto is a financial advisor at Monex Asset Management, Inc. in Houston, TX, holding Series 63 and Series 65 licenses with four years of industry experience. His career includes multiple roles within Monex Securities and Monex Asset Management since 2019. Monex Asset Management serves individuals, corporations, trusts, estates, and charitable organizations with discretionary and non-discretionary portfolio management and investment consulting. The firm employs a mix of charting, fundamental, and technical analysis across various strategies and utilizes sub-advisory relationships and technology platforms to support client portfolios.

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.

Jaclyn Gilbert is a financial advisor at Saxon Financial Group in Houston, TX, holding a Series 66 designation with eight years of industry experience. She has worked with Raymond James Financial Services since 2013 and has been with Saxon Financial Group since 2021, where she also serves as Chief Compliance Officer and Operations Manager. Saxon Financial Group manages approximately $616 million in client assets through a team of 12 advisors, serving individuals, trusts, estates, businesses, and retirement plans. The firm offers discretionary and non-discretionary investment management, financial planning, and retirement-plan advisory services, using model portfolios that include a range of investment types and employing fundamental and cyclical analysis with a generally long-term investment orientation.

Andrea Arend is a financial advisor at Fairport Advisors, Inc. in Houston, TX, with 17 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Transamerica Financial Advisors, Inc. and Summit Frontier Solutions LLC. Fairport Advisors, Inc. provides discretionary investment management and consulting services to individuals, high-net-worth clients, trusts, pensions, and business accounts. The firm employs a combination of strategic and tactical asset allocation using proprietary algorithms, quantitative analysis, and artificial intelligence tools across a variety of model portfolios.

Jose Rodriguez is a financial advisor at Banorte Asset Management, Inc. based in Houston, TX, with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Banorte Asset Management, Banorte Ventures Ltd., Banorte Securities International, PNC Investments, BBVA Securities Inc., and other affiliated firms. Outside of his advisory role, he is an owner and passive investor in Roycel, LLC. Banorte Asset Management, Inc., operating as Banorte Wealth Advisors, provides discretionary and non-discretionary portfolio management services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and corporations. The firm offers customized portfolios and model portfolios through both traditional management and a white-label digital platform, serving a largely international client base with a focus on Latin America.

John Merrill is a financial advisor at Tanglewood Total Wealth Management, Inc. in Houston, TX, holding a Series 63 designation with 26 years of industry experience. He has been with Tanglewood Wealth Management, Inc. since 1990. Tanglewood Total Wealth Management serves individuals, high-net-worth clients, and institutional and retirement-plan clients, offering discretionary portfolio management and wealth-planning services. The firm uses a customized, asset-allocation centered process involving mutual funds, ETFs, and individual bonds, and provides regular performance reporting to clients.

Jason Locke is a financial advisor with PL Wealth Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. His prior work includes roles at Simplicity Financial Investment Services, First Palladium, LLC, Mercap Securities, LLC, ASH Brokerage, and M3 Financial. He also operates Quantum Financial Strategies as a licensed insurance agent offering fixed insurance products. PL Wealth Advisors serves individuals and high-net-worth clients with financial planning and investment consulting through its Wealth Standard Pathway™ program, using a combination of fundamental, technical, and cyclical analysis. The firm refers clients to third-party managers and emphasizes consulting and planning over discretionary portfolio management.

Nghiep Nghiem is a financial advisor at Robertson Investment Management with 20 years of industry experience. His prior roles include positions at Meridian Circle Advisors, Axiom Capital Management, Ascendant Alternative Strategies, and SP Securities. Nghiem holds Series 63 and Series 65 licenses. Robertson Investment Management serves a broad client base including individuals, families, trusts, pensions, corporations, and banks, offering discretionary and non-discretionary portfolio management, financial planning, family office services, corporate finance, and private placement opportunities. The firm employs fundamental, technical, and cyclical analysis across multiple equity products and supplements its capabilities with third-party managers.

Timothy Sharer is a financial advisor with LVZ, Inc. and holds Series 63 and Series 66 licenses, with 33 years of industry experience. He has worked at Next Financial Group, INC since 2002 and joined LVZ, Inc. in 2024. Outside of his advisory roles, he owns the Sharer McKinley Group, which provides life insurance, long-term care, and annuity sales, and is also an author. LVZ, Inc. serves individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and qualified retirement plans, managing approximately $1.125 billion in assets across more than 2,400 client relationships. The firm employs a range of portfolio strategies primarily using ETFs, mutual funds, and other pooled vehicles, combining fundamental and technical analysis with oversight on AI use in its investment process.