Madison Carleton is a financial advisor at Heritage Wealth Management in Houston, TX. She holds a Series 65 designation and has been in the industry since 2023, with prior experience at Bank of America and other roles before entering financial advising. Heritage Wealth Management provides financial planning and investment advisory services to individuals, high-net-worth individuals, and trusts. The firm manages approximately $357 million in discretionary assets and offers both wrap fee programs and managed non-wrap accounts, including separately managed-account sleeves aimed at tax efficiency.

Qingkun Xu is a financial advisor at Prota Financial with seven years of industry experience. He holds the Series 63 and Series 65 credentials. Prior to joining Prota Financial in 2022, he worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. from 2019 to 2022. Xu is also the owner of Promethean Design & Marketing, a non-investment related advertising and graphic design business. Prota Financial provides discretionary investment management and financial planning services to individuals, high-net-worth clients, and small businesses. The firm employs model-based portfolio management, including Sharia-compliant options, and manages regulatory assets of approximately $270 million.

Benjamin Hadley is a financial advisor at Skybound Wealth USA with 10 years of industry experience. He holds a Series 65 designation and previously worked at Brite Advisors USA, Inc. for 10 years before joining Skybound Wealth Management USA, LLC. Skybound Wealth USA serves individuals, families, and internationally mobile clients with investment management, financial planning, and cross-border pension advice, including UK pension transfers. The firm uses a centralized investment governance framework and manages most client assets on a non-discretionary basis, with a focus on coordinated estate planning and a range of structured product offerings.

Daylon Farmer is a financial advisor at Manske Wealth Management, LLC in Houston, TX, holding a Series 65 designation with one year of industry experience. Prior to joining Manske Wealth Management in 2025, he worked at Caddiemaster for three years. Manske Wealth Management offers financial planning, consulting, and discretionary investment management to individuals, trusts, estates, corporations, and business entities. The firm manages approximately $608 million in client assets across a seven-advisor team, using a goal-based approach and a combination of fundamental, technical, and cyclical analysis to construct tailored portfolios.

Leia Carpenter is a CFA® charterholder with 22 years of industry experience. She has been with Adell, Harriman & Carpenter in Houston, TX, since 1996. Adell, Harriman & Carpenter provides customized investment management and financial planning primarily to high-net-worth individuals and related entities. The firm manages assets on a discretionary basis, investing in equities, investment-grade bonds, and ETFs, and offers financial counseling on retirement, estate and tax planning, college funding, company stock option matters, and charitable giving.

Alexander Baker is a financial advisor at Burke Wealth Management, LLC in Houston, TX, with two years of industry experience. Prior to his advisory role, he was the owner and employee of Baker Anesthesia Services LLC and held medical positions at Albany Medical Center, Anesthesia School, and Ochsner Medical Center. Burke Wealth Management provides discretionary portfolio management primarily to individual and high-net-worth clients, as well as trusts, retirement plans, charitable organizations, and other investment advisers. The firm’s investment approach focuses on a concentrated, long-term strategy targeting high-quality, large-cap growth companies combined with corporate bonds in its Balanced Growth option, and it also sponsors and sub-advises a registered ETF.

Jose Macouzet is a financial advisor with GBM Wealth Management, Inc. in Houston, TX, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. His career includes various roles within GBM entities and related firms since 2005. Outside of his advisory work, he owns LUNIMAC, LLC, and is a passive investor in NILUMAC LLC, a Mexican company involved in real estate, hospitality, and travel. GBM Wealth Management provides investment advisory and portfolio management services to individuals, high-net-worth clients, trusts, corporations, and select institutional clients. The firm offers customized portfolios using fundamental analysis across a range of strategies and serves a notable non-U.S. client base with both discretionary and non-discretionary accounts.

Maribel Galindo is a financial advisor at Alterna Wealth Management, Inc. in Houston, TX, holding a Series 66 designation with 17 years of industry experience. She has prior work history at Citigroup Global Markets and Citibank n.a. Outside of advisory work, she holds ownership in a rental property located in Miami, FL. Alterna Wealth Management provides investment advisory and portfolio management services to individuals, high-net-worth clients, trusts, estates, institutions, and charitable organizations, utilizing a disciplined, global approach to asset allocation and diversification with a focus on model strategies and a combination of quantitative and technical analysis.

Josh Matthews is a financial advisor at Brownlee Wealth Management in Houston, TX, holding a Series 65 designation. He has one year of experience in financial advising and previously worked in the real estate and development sectors with firms including Hines Interests LP and Greystar Development Group. Brownlee Wealth Management provides investment management and financial planning services to individuals, high-net-worth clients, and businesses, with a focus on employees of large energy companies. The firm employs a Modern Portfolio Theory-based approach, primarily utilizing passive, buy-and-hold portfolios and tax-aware strategies, and uses a flat fee model rather than asset-based billing.

Frederick Van Wyk is a financial advisor at FCA Corp in Houston, TX, holding a Series 65 credential with two years of industry experience. He has been with FCA Corp since 2018 and previously worked at the University of Houston and Saxo Capital Markets South Africa. FCA Corp provides portfolio management, financial planning, and consulting services to individuals, managed entities, and open-end investment companies. The firm offers customized investment solutions based on fundamental and macroeconomic analysis and also serves as adviser to registered open-end funds and private pooled entities.

Kyle Smith is a financial advisor at Precedent Wealth Partners, LLC with one year of industry experience. Prior to joining the firm, he held positions at Hines, Roboze, USA Inc., Aspen Technology, and Ferguson Waterworks. Outside of his advisory role, he works as an assistant property manager for a real estate investment manager. Precedent Wealth Partners 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, employing a committee-driven investment process that combines asset allocation, active and passive management, and third-party managers, with a particular focus on client education and retirement plan consulting.

Leonard Golub is a CFA® charterholder with 18 years of industry experience. He is affiliated with New Capital Management, LP and has worked at Dove Partners, Ltd. since 1997. New Capital Management LP provides fee-only investment and wealth management services primarily for families, individual investors, trusts, businesses, charitable foundations, and pension plans. The firm employs broadly diversified portfolios combining passive and active strategies and offers integrated financial planning services.

Christopher Day is a financial advisor at Doliver Advisors, L.P. in Houston, TX, holding a Series 65 designation with seven years of industry experience. He has worked at Days Global Advisors since 2019 and Doliver Capital Advisors since 2018, and previously at DLZP Group, LLC from 2016 to 2018. He serves as Managing Member and Chief Compliance Officer at Days Global Advisors and acts as a non-discretionary sub-adviser to an ETF. Doliver Advisors is an SEC-registered investment adviser providing portfolio and wealth management to individuals, pooled investment vehicles, retirement plans, and other entities. The firm employs quantitative, model-driven strategies focused on closed-end funds and uses a proprietary automated trading platform to manage customized equity, taxable bond, and municipal CEF allocations.

Ryan Sleeper is a CFP® professional with 15 years of industry experience, currently serving at The Clarus Group. He has previously worked at Kingswood Capital Partners, Raymond James Financial Services Advisors, and Raymond James Financial Services. Sleeper is based in Houston, TX. The Clarus Group provides discretionary investment management and comprehensive wealth management services to individuals, trusts, estates, businesses, and retirement plans. The firm employs customized portfolios built from a diverse range of investment models and takes a primarily long-term approach while also offering standalone financial planning and retirement-plan advisory services.

Brett Carleton is a financial advisor at Heritage Wealth Management in Houston, TX, holding the CFP® and ChFC® designations with 35 years of industry experience. He has been with Heritage Wealth Management since 2002. 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 focused on tax efficiency.

Luis Osawa Guerrero is a Series 66-licensed financial advisor at Monex Asset Management, Inc. in Houston, TX, with five years of industry experience. He has been with Monex Asset Management since 2022 and previously worked at Monex Securities and the University of St Thomas. Monex Asset Management serves individuals, including high-net-worth clients, as well as corporations, trusts, estates, and charitable organizations, offering discretionary and non-discretionary portfolio management and investment consulting. The firm employs a variety of investment strategies and relies on sub-advisory and technology partnerships to support its services.

Salomon Lahana is a financial advisor at Banorte Asset Management, Inc. with 13 years of industry experience. He holds Series 63 and Series 66 licenses. His prior roles include positions at PNC Bank, BBVA Wealth Solutions Inc., and Invex Advisors LLC. Banorte Asset Management, Inc., operating as Banorte Wealth Advisors, provides discretionary and non-discretionary portfolio management to individuals, high-net-worth clients, trusts, estates, charitable organizations, and corporations. The firm offers customized portfolios and model strategies ranging from fixed income to global equities, serving a largely international client base with a focus on Latin America.

James Ratliff is a CFP® and ChFC® with 20 years of industry experience, currently serving at RIA Advisors. His prior work includes roles at RIA Global Research LLC, RIA Wealth Advisors, LLC, Clarity Financial, LLC, and J.P. Morgan Securities LLC. He is an owner of SimpleVisor, a registered SEC robo investment adviser. RIA Advisors provides fee-based portfolio management and financial planning to individuals, charitable organizations, small businesses, and tax-qualified retirement plans. The firm manages approximately $1.53 billion in client assets and employs a blended investment approach incorporating fundamental and technical analysis, value investing, and Modern Portfolio Theory.

Christopher Winters is a financial advisor at Burke Wealth Management, LLC with seven years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at JPMorgan Securities LLC, JPMorgan Chase Bank NA, and Captrust Financial Advisors. Winters is based in Houston, TX. Burke Wealth Management provides discretionary portfolio management primarily to individual and high-net-worth clients, as well as trusts, retirement plans, charitable organizations, and other investment advisers. The firm focuses on a concentrated, long-term growth strategy targeting high-quality, large-cap companies and offers both equity and balanced growth options.

Thomas Callahan is a Series 65-licensed financial advisor with 12 years of industry experience. He is affiliated with Callahan Advisors, LLC, where he has worked since 2012. Callahan Advisors, LLC provides discretionary investment management primarily to individuals, including high-net-worth clients, as well as charitable organizations, foundations, trusts, estates, and retirement accounts. The firm manages approximately $1.2 billion in assets across about 425 client accounts, focusing on U.S.-listed equities supplemented by fixed income and ETFs, with portfolio decisions guided by client risk tolerance and long-term objectives.