Ronald Briggs is an advisor at Cheviot Value Management, LLC with a Series 65 credential and one year of industry experience. Prior to joining Cheviot Value Management in 2026, he worked at RAND Corporation from 2018 to 2025 and at Praedicat, Inc. from 2013 to 2017. Cheviot Value Management is a privately owned registered investment adviser providing discretionary portfolio management and related services to individuals, trusts, retirement plan participants, charitable organizations, and certain institutional clients. The firm applies a value-oriented investment approach based on fundamental analysis, employing a variety of strategies including tactical asset allocation and absolute-return techniques.

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.

Dylan Walther is a financial advisor at Manske Wealth Management, LLC with one year of industry experience. He holds a Series 65 credential and has worked previously at TIP Group LLC and The Fitzpatrick Group. Outside of his advisory role, he owns and manages O & W Auto Sales. Manske Wealth Management, LLC provides financial planning, consulting, and discretionary wealth and portfolio management to individuals, trusts, estates, corporations, and business entities. The firm manages approximately $707 million for around 480 clients and utilizes a multi-method investment approach tailored to client goals and risk tolerances.

Miranda O’Keefe is a financial advisor at 15 Wealth Advisors LLC with 29 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at firms including Charles Schwab and Invesco Advisers, Inc. Outside of her advisory role, she is involved with Wealth Fusion Inc, a business entity for tax and investment purposes. 15 Wealth Advisors is a registered investment adviser offering discretionary portfolio management, financial planning, and employer-focused retirement plan consulting. The firm constructs customized portfolios using a variety of analytical methods and typically recommends ETFs, with services delivered under written agreements and ongoing monitoring.

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.

Emilio Soto is a financial advisor with Monex Asset Management, Inc. in Houston, TX, holding Series 63 and Series 65 licenses and having four years of industry experience. He has worked extensively within Monex-affiliated firms since 2019. Monex Asset Management serves individuals—including high-net-worth clients—as well as corporations, trusts, estates, and charitable organizations, providing discretionary and non-discretionary portfolio management and investment consulting. The firm employs a combination of charting, fundamental, and technical analysis with strategies ranging from long-term holdings to short-term trading and option writing.

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 with Saxon Financial Group in Houston, TX, holding a Series 66 designation and nine years of industry experience. She has worked at Raymond James Financial Services in various capacities from 2013 to 2021 before joining Saxon Interests, Inc. in 2021. Saxon Financial Group serves individual and high-net-worth clients, trusts, estates, businesses, and retirement plans by providing investment management, financial planning, and retirement-plan advisory services. The firm employs both model-based and customized portfolios with a long-term investment orientation, utilizing a range of assets including mutual funds, ETFs, equities, options, fixed income, and alternatives.

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 Robertson Investment Management in Houston, TX, holding the Series 63 and Series 65 credentials and bringing 15 years of industry experience. His prior roles include positions at Simplicity Financial Investment Services, First Palladium, LLC, and Mercap Securities, LLC. He is also a licensed insurance agent offering fixed insurance products through Quantum Financial Strategies. Robertson Investment Management serves a diverse client base including individuals, families, trusts, pensions, and corporations, providing both discretionary and non-discretionary portfolio management along with financial planning and family office services. The firm employs a multi-strategy investment approach combining fundamental, technical, and cyclical analysis and partners with third-party managers for specific mandates.

Nghiep Nghiem is a financial advisor at Robertson Investment Management with 20 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Meridian Circle Advisors, Axiom Capital Management, Ascendant Alternative Strategies, and SP Securities. Nghiep serves as Managing Director at Robertson Investment Management. Robertson Investment Management serves a diverse client base including individuals, families, trusts, pensions, corporations, and banks. The firm offers discretionary and non-discretionary portfolio management, financial planning, family office services, corporate finance, and access to third-party investment managers, employing a multi-strategy approach that combines fundamental, technical, and cyclical analysis.

Timothy Sharer is a financial advisor at LVZ, Inc. with 33 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at NEXT Financial Group, Inc., Advanced Planning, Inc., and Independent Advisers Group Corp. Outside of advising, he is an author and owner of a business involved in life insurance and annuity sales. LVZ, Inc. provides investment management, financial planning, consulting, and third-party manager selection for individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and qualified retirement plans. The firm manages approximately $1.125 billion in assets across over 2,400 client relationships and offers a range of portfolio styles that combine fundamental and technical analysis within a top-down framework.

Allison McKibbon is an investment advisor representative at Icon Wealth Partners with seven years of industry experience. She holds a Series 66 designation and has worked at Icon Wealth Partners since 2020, previously affiliated with Avalon Advisors and Avalon Wealth Management. Allison is dually registered with Icon Wealth Partners and Purshe Kaplan Sterling Investments, conducting business primarily from Houston, TX. Icon Wealth Advisors is a multi-advisor wealth management firm managing 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, mutual funds, individual securities, and fixed-income strategies, providing discretionary portfolio management and financial planning services.

Kevin Roth is a CFP® with 15 years of industry experience, currently serving as an advisor at Tanglewood Legacy Advisors, LLC since 2018. He previously worked at Clarus Wealth Group and Raymond James Financial Services. He is the owner of KW WEALTH LLC, a support company for lease and office expenses. Tanglewood Legacy Advisors is a five-advisor firm that manages approximately $809 million in assets for individuals, high-net-worth clients, business entities, trusts, estates, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management along with financial planning and consulting services, using customized portfolios primarily composed of actively managed mutual funds and ETFs, and incorporates interval funds and structured notes in its investment approach.

Jennifer Moore is an investment advisor representative with ICON Wealth Partners and a registered representative with Purshe Kaplan Sterling Investments, Inc., holding Series 63 and Series 66 licenses. She has 19 years of industry experience, including roles at ICON Wealth Partners since 2016 and Purshe Kaplan Sterling Investments since 2016. Outside of financial services, she is a member of Allied Hydromulch TX, LLC, an erosion control business. ICON Wealth Advisors provides wealth management and financial planning to individuals, high-net-worth clients, trusts, estates, charitable organizations, and ERISA plans. The firm’s investment approach combines fundamental and technical analysis with a focus on low-cost ETFs, offering discretionary portfolio management, model portfolios, and customized allocations based on client goals and risk tolerance.

Maria Hernandez is a financial advisor with Banorte Asset Management, Inc. in Houston, TX, holding Series 63 and Series 65 registrations and 17 years of industry experience. Her career includes roles at PNC Investments, Insigneo Advisory Services, and BBVA Compass Insurance Agency. She has been with Banorte since 2025. Banorte Asset Management serves individual and high-net-worth clients, including trusts, estates, charitable organizations, and business entities, with a client base concentrated in Latin America. The firm offers discretionary and non-discretionary portfolio management, utilizing customized model portfolios across various asset classes and a white-label digital advisory platform.

Brian Merrill is a CFP® and holds a Series 65 license with 20 years of industry experience. He has been with Tanglewood Capital Management, Inc. since 2002 and is based in Houston, TX. Merrill is part of a nine-advisor team at Tanglewood Total Wealth Management, Inc. 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 customized investment policy statements and an asset-allocation approach focused on mutual funds, ETFs, and individual bonds, with regular rebalancing and client-directed strategies.

Neal Britt is a financial advisor with Sovereign Wealth Advisors LLC in Houston, TX, holding a Series 66 designation and possessing 24 years of industry experience. He has worked with LPL Financial since 2005 and has been with Sovereign Wealth Advisors since 2015. 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 direct management and access to multiple sponsored programs and third-party managers.