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. with a Series 66 credential and one year of industry experience. His background includes roles at Alterna Wealth Management and Alterna Securities, as well as academic positions at Baylor University, Tecnologico de Monterrey, and Colegio Suizo Aleman de Mexico. Alterna Wealth Management provides investment advisory and portfolio management services to individuals, high-net-worth clients, trusts, estates, institutions, and charitable organizations, with a significant portion of its clientele based outside the United States. The firm employs a disciplined, global approach to asset allocation and diversification, utilizing quantitative analysis, technical methods, and model strategies to support various investment styles.

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.

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.

Brandon Ivy is a CFP® and Series 66-registered financial advisor with 16 years of industry experience. He has worked at Saxon Financial Group since 2023 and previously spent eight years at Linscomb & Williams, Inc. Saxon Financial Group manages approximately $616 million in client assets through a 12-advisor team, serving individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm offers investment management, financial planning, and retirement-plan advisory services, using model-based portfolios with a range of asset types and a research process grounded in fundamental and cyclical analysis.

Michael Cregan is a financial advisor at Icon Wealth Partners with 38 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including PURSHE KAPLAN STERLING INVESTMENTS and Avalon Advisors. Icon Wealth Advisors is a multi-advisor wealth management firm overseeing approximately $2.25 billion for individuals, high-net-worth clients, trusts, estates, charitable organizations, and ERISA plans. The firm follows a long-term, model-driven investment approach that emphasizes low-cost ETFs alongside mutual funds, individual securities, and fixed-income strategies.

Andrew Gardener is a CFP®-credentialed financial advisor with 43 years of industry experience. He has been with Tanglewood Legacy Advisors, LLC since 2003 and previously worked at LPL Financial for 16 years. He is also licensed as a non-variable insurance agent. Tanglewood Legacy Advisors serves individuals, high-net-worth clients, business entities, trusts, estates, and charitable organizations by providing discretionary and non-discretionary portfolio management along with financial planning and consulting. The firm’s team manages customized portfolios using a range of target asset allocations and incorporates actively managed mutual funds, ETFs, and selected less-liquid instruments within a documented operational framework.

Peter Faust is a CFP® professional at Tanglewood Total Wealth Management, Inc. in Houston, TX, with 14 years of industry experience. He has been with Tanglewood Wealth Management, Inc. since 2016. Tanglewood Total Wealth Management serves a diverse client base including individuals, high-net-worth clients, corporations, and charitable institutions. The firm offers discretionary portfolio management focused on strategic asset allocation and tax-aware practices, and it provides detailed client reporting with quarterly performance reviews and regular market commentaries.

Tatum Duffie is an advisor at Precedent Wealth Partners, LLC with one year of industry experience. Prior to joining the firm, Duffie has owned and operated Tatum Duffie Design, an interior design and consulting business serving corporations and individuals since 2020. Precedent Wealth Partners, LLC is a registered investment adviser managing approximately half a billion dollars for about 165 clients through a four-advisor team. The firm serves individuals, trusts, estates, corporations, and retirement plans, offering portfolio management, financial planning, and retirement plan consulting with a committee-driven investment process that combines asset allocation, active and passive management, and third-party managers.

William Enszer is a financial advisor at Segment Wealth Management, LLC with 18 years of industry experience. He holds a Series 65 designation and has worked at multiple firms including Salient Capital Advisors and Sustainable Woodlands Partners. His career includes various roles in investment advisory spanning over a decade in different entities. Segment Wealth Management provides discretionary and non-discretionary investment management and retirement-plan consulting primarily to individuals, businesses, pension plans, trusts, estates, and charitable organizations. The firm employs a range of ETF-based strategies combined with active equity selections and derivative instruments, managing over $2 billion with a small advisory team.

Austin Buchala is a financial advisor at Goodman Financial Corporation with five years of experience. He previously worked at the University of Arkansas and St. Thomas High School. Goodman Financial Corporation provides discretionary investment management and supplemental financial advisory services to individuals, trusts, endowments, corporations, and retirement plans. The firm manages approximately $865 million across 275 client relationships, employing a customized, risk-aware investment process that emphasizes individual equities and bonds over mutual funds.

Brian Sak is a CFP® and ChFC® professional with 22 years of industry experience. He is affiliated with Granite Harbor Advisors, INC., where he has worked since 2015 and its related entity Granite Harbor Group since 2016. Outside of his advisory work, he serves as president and secretary of Last Diamond Hunting Group, LLC, a management role involving lease dues, game harvesting, and property maintenance. Granite Harbor Advisors serves individual and high-net-worth clients, as well as institutional sponsors including retirement plans and insurance companies, offering asset management, financial planning, and retirement plan consulting. The firm also sponsors multiple private funds and provides advisory and operational support for pooled investment vehicles, utilizing a broad range of public and private securities in its portfolio construction.

Abigail Gunderson is a CFP® professional with 19 years of industry experience, currently serving as an advisor at Tanglewood Total Wealth Management, Inc. in Houston, TX. She has been with Tanglewood Wealth Management since 2013. Tanglewood Total Wealth Management serves individuals, high-net-worth clients, and institutional and retirement-plan clients, offering discretionary portfolio management alongside wealth-planning services. The firm uses a customized, asset-allocation centered approach with mutual funds, ETFs, and individual bonds, and provides regular performance reporting to clients.

Jeffrey Dastmalchian is a financial advisor at E & G Advisors, LLC with 17 years of industry experience. He holds a Series 66 designation and has previously worked at Merrill Lynch and Bank of America. He has been with E & G Advisors since 2018. E & G Advisors, LP provides discretionary portfolio management and retirement-plan advisory services to individuals, family limited partnerships, trusts, estates, corporations, and charitable organizations. The firm’s investment approach combines Modern Portfolio Theory with a macroeconomic overlay and fundamental analysis, managing approximately $608 million in discretionary assets.