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.

Larry Denson is a CFP® with 28 years of industry experience. He is currently with MDT Financial Advisors, LLC and was previously with Wells Fargo Advisors Financial Network LLC for 17 years. Denson is a part-owner of MDT Financial Advisors. MDT Financial Advisors is a registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm provides wealth and investment management, financial planning, third-party asset manager selection, and fiduciary services, combining active and passive strategies tailored to client objectives.

Zachary Robinson is a financial advisor at Financial Synergies in Houston, TX, with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Charles Schwab, Capital One Investing, and Wells Fargo in various capacities. Financial Synergies serves individuals, retirement plans, trusts, estates, charitable organizations, and corporate clients by providing investment management, financial planning, and held-away account advisory services. The firm employs diversified, allocation-driven portfolios and leverages third-party platforms and sub-advisors to tailor investment solutions.

Jonathan Crantz is a financial advisor at Precedent Wealth Partners, LLC in Houston, TX, with one year of industry experience. He is the owner of Jon Crantz Coaching, an executive coaching and counseling business, and has been involved with First Presbyterian Church Houston for over two decades. Precedent Wealth Partners provides portfolio management, financial and wealth planning, and retirement plan consulting to individuals, high-net-worth clients, trusts, and employer-sponsored plans. The firm employs a combination of active and passive investment strategies overseen by an Investment Policy Committee and offers client education and retirement plan participant workshops.

Claire Taylor is a financial advisor at Blacktower Financial Management (US) LLC with three years of industry experience. She holds a Series 65 designation and has worked at several firms including St. James's Place Wealth Management Plc and Forth Capital (USA), LLC. Blacktower Financial Management (US) LLC provides financial planning, retirement-plan consulting, and investment advisory services primarily to UK expatriates residing in the United States, focusing on UK pension transfers and ongoing portfolio management. The firm manages assets mainly on a non-discretionary basis, using a range of investment vehicles and third-party managers, and serves clients with specialized pension transfer expertise.

Natan Bondin is a financial advisor at Saxon Financial Group in Houston, TX, holding a Series 65 designation. He has recently begun his career in the financial industry, with prior experience including roles at Saxon Interests, Inc. and a background as a student at Texas A&M University. 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 a primarily long-term investment approach, utilizing model-based and customized portfolios across multiple asset classes and monitors accounts on an ongoing basis.

Christie Kennimer is a financial advisor at KDK Private Wealth Management with eight years of industry experience. She holds a Series 65 designation and has worked at KDK Private Wealth Management since 2019, with prior experience at Mercer Advisors and KANALY Trust. KDK Private Wealth Management is a registered investment adviser managing approximately $584.6 million in primarily discretionary assets for individuals, trusts, estates, charitable organizations, and business entities. The firm offers comprehensive wealth management services through customized portfolios based on Modern Portfolio Theory and various analytical approaches, typically requiring a $5 million portfolio minimum for discretionary management.

Francisco Rivera Corona is a financial advisor at Alterna Wealth Management, Inc. in Houston, TX, holding a Series 66 designation with one year of industry experience. Prior to his advisory role, he was affiliated with Alterna Securities, Inc., and has an academic background including several years at Baylor University and Tecnologico de Monterrey Campus Cuernavaca. Alterna Wealth Management provides investment advisory and portfolio management services to a diverse client base including individuals, high-net-worth clients, trusts, estates, institutions, charitable organizations, and offshore trusts. The firm employs a global, diversification-focused investment approach and manages approximately $1.2 billion across discretionary and non-discretionary accounts.

Jeffrey Thomas is a financial advisor with Arkos Global Advisors, LLC in Houston, TX, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior roles include positions at Morgan Stanley and Archetype Wealth Partners. Outside of his advisory work, he serves as a board member of Medical Bridges and is the stewardship chair at West U. Methodist Church. Arkos Global Advisors provides financial planning, consulting, and portfolio management services to individuals, trusts, estates, charitable organizations, and business entities. The firm combines comprehensive planning with discretionary investment management, utilizing fundamental, technical, and quantitative analysis to tailor portfolios and conduct ongoing account monitoring.

Karlee Davis is a financial advisor at Willis Johnson Wealth in Houston, TX, holding a Series 65 credential with one year of industry experience. Her prior roles include positions at Tolleson Wealth Management and Helmerich & Payne, as well as a three-year period at Texas A&M University. Willis Johnson Wealth offers comprehensive financial planning and investment management primarily for corporate professionals, executives, and high-net-worth individuals and their families. The firm employs an evidence-based, tax-aware investment approach with diversified strategies and provides in-house tax services and access to private market investments.

Matthew Berti is a CFP® and holds a Series 65 license with nine years of experience in the financial services industry. He has worked at RHP Wealth Management since 2023 and previously was with Tanglewood Legacy Advisors, LLC and Speight Asset Management, LLC. Based in Houston, TX, he is part of a five-advisor team at RHP. RHP Wealth Management serves individuals, trusts, estates, charitable organizations, corporations, and business entities with discretionary investment management and a range of financial planning services. The firm manages approximately $345 million in discretionary assets and emphasizes diversified, tax-aware portfolio construction aligned with clients’ risk tolerance and time horizons.

John Brady is a financial advisor at MBR Financial in Houston, TX, holding Series 65 and Series 63 licenses with two years of industry experience. Before joining MBR Financial, he worked at Gulfstar Group I, Ltd., Gulfstar Group II, Ltd., and The Gulfstar Group, Inc. from 2021 to 2024, and has prior experience at Deloitte & Touche and other firms. MBR Financial serves individuals, high-net-worth families, and certain pension and profit-sharing plans with financial planning, estate planning, and investment and wealth management services. The firm employs a proprietary top-down asset-allocation process combined with quantitative and qualitative manager selection and offers alternative investments alongside discretionary and non-discretionary account management.

Stephen Schwarzbach is a financial advisor with Icon Wealth Partners in Houston, TX, holding a Series 66 designation and 17 years of industry experience. He previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney from 2009 to 2017. Outside of his advisory role, he serves as a director for Spring Spirit Baseball, a nonprofit organization serving underprivileged children. 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 focusing on low-cost ETFs and offers discretionary portfolio management, financial planning, and retirement advice.