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.

Thomas Moore III is a Series 65 licensed advisor with four years of industry experience. He is currently with RWM Capital, LLC and has previous experience at Foundations Investment Advisors, LLC and New York Life Insurance Company. In addition to his advisory role, he works as an independent insurance agent and tax specialist, providing insurance, tax, and financial planning services. RWM Capital, LLC offers financial planning and fee-based discretionary investment management primarily to individual and high-net-worth clients preparing for or in retirement. The firm employs tailored asset allocations, model portfolios, sub-advisers, and algorithmic tools across multiple offices to manage over $220 million in assets.

Christopher Dyson is a CFP® and holds a Series 66 designation with 11 years of industry experience. He has been with MBR Financial in Houston, TX since 2013. MBR Financial offers investment and wealth management, financial planning, and estate planning services primarily to individuals, high-net-worth families, and select pension or profit-sharing plans. The firm employs a disciplined investment process combining top-down asset allocation, quantitative screening, and qualitative manager due diligence, and provides access to both traditional and alternative investment opportunities.

Emily Ashton is a financial advisor with KDK Private Wealth Management in Houston, TX, holding Series 65 and Series 66 credentials and seven years of industry experience. Her career includes prior roles at Ameritas Advisory Services, Foster Financial Group, and KanalY Trust Company. KDK Private Wealth Management manages approximately $585 million in primarily discretionary assets for individuals, trusts, estates, charitable organizations, and business entities. The firm offers comprehensive wealth management services, combining investment management, financial planning, and consulting with a focus on customized portfolios using a range of securities and independent managers under an asset-allocation framework.

Timothy Hobbs is a financial advisor at MDX Wealth Management in Sugarland, TX, with 31 years of industry experience. He holds a Series 63 designation and has held roles at several firms, including First Western Securities and Bournehill Investment Services. Outside of his advisory work, he owns TCH Photo, a non-investment-related business. MDX Wealth Management is an independent registered investment adviser that provides portfolio management and wealth-planning services to individuals, trusts, pensions, foundations, and businesses. The firm uses a fundamentally driven, long-term investment approach supplemented with tactical tools tailored to client risk profiles and operates across multiple offices and brands.

Brendan Riley is a financial advisor with Catalyst Wealth Management LLC in Houston, TX, holding a Series 66 designation and three years of industry experience. Prior to joining Catalyst, he worked in roles at Innovation Partners LLC, GWN Securities, and other firms. Outside of advising, he is a licensed insurance agent and occasionally offers commissionable insurance products to clients. Catalyst Wealth Management provides portfolio management and retirement-plan services primarily through turnkey asset management programs and 401(k)/403(b) plan administration for individuals, high-net-worth clients, and employer retirement plans. The firm emphasizes non-discretionary management, utilizing fundamental and technical analysis alongside a long-term trading approach.