William Calvin is a financial advisor at Haven Wealth Group in Houston, TX, holding a Series 65 designation with 16 years of industry experience. He has been with Haven Wealth Group since 2009. Haven Wealth Group provides discretionary investment management and comprehensive financial planning for individuals, foundations, pension and 401(k) plans, and some corporations. The firm emphasizes direct selection of individual stocks and bonds, tailoring asset allocations to clients’ risk tolerance and needs, and combines portfolio oversight with plan-level advice.

Michael Richter is a financial advisor with Arkos Global Advisors, LLC in Houston, TX. He holds a Series 63 designation and has 29 years of industry experience. His prior work includes roles at Archetype Wealth Partners, LLC and BDO USA, LLP. Outside of advising, he serves as chairman of the board for the charity Second Wind and is a board member of The Barnabas Group. Arkos Global Advisors provides financial planning, consulting, and wealth management services to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a combination of fundamental, technical, and cyclical analysis along with both internal and third-party research to create diversified, goal-oriented portfolios, serving both retail and high-net-worth clients.

Mark Anthony Jiro is a financial advisor at Prota Financial in Houston, TX, holding a Series 65 designation with three years of industry experience. He previously worked at Management Solutions, Wood, Parsons Corporation, and completed a job search period before joining Prota Financial. Prota Financial provides discretionary investment management and financial planning to individuals, high-net-worth clients, and small businesses. The firm employs model-based portfolio management, including Sharia-compliant options, and manages $270 million in regulatory assets through a team of 13 advisors.

Daniel Bender is a financial advisor with MBR Financial in Houston, TX, holding a Series 63 designation and 29 years of industry experience. He has been with MBR Financial since 2013 and is also involved in an agricultural business, La Vern J. Bender LLC. MBR Financial serves individuals, high-net-worth families, and certain pension and profit-sharing plans with comprehensive financial planning, estate planning, and investment management services. The firm employs a proprietary top-down asset allocation process combined with quantitative and qualitative analysis and offers alternative investments and performance-based fee arrangements for qualified clients.

Federico Garza IV is a CFP® professional with three years of industry experience, currently with Endeavor Advisors, LLC. He previously worked at Northern Trust for sixteen years. Endeavor Advisors is a registered investment adviser serving individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans with discretionary investment management, family office and wealth management, and standalone financial planning. The firm uses long-term strategies involving individual stocks, ETFs, mutual funds, independent managers, and bonds, combining fundamental and technical analysis in portfolio construction and monitoring.

Charles Ward is a CFA® charterholder based in Houston, TX, with 10 years of industry experience. He has worked at Burke Wealth Management, LLC since 2020 and previously spent four years at Doliver Capital Advisors. 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 investment approach through its Focused Growth and Balanced Growth strategies and serves as sponsor and sub-adviser to a registered ETF.

Hogan Choyce is a financial advisor with Wealth Management Group, holding Series 63 and Series 65 designations and five years of industry experience. He previously worked at Park Avenue Securities, LLC and Guardian Life Insurance Co of America. Outside of financial advising, he works as a sanitation worker. Wealth Management Group, Inc. provides advisory services to individuals, including high net worth clients, as well as institutional clients such as pension plans and charities. The firm offers financial planning, discretionary investment management, and retirement plan consulting, utilizing multiple investment strategies and managing approximately $31.7 million in discretionary accounts.

David Shahrestani is a CFA® charterholder with six years of industry experience. He is currently with Brasada Capital Management, LP, where he has worked since 2023. Prior to joining Brasada, he held roles at Globescan Capital Inc. and Udacity. Brasada Capital Management is a registered investment adviser that provides discretionary portfolio management through multiple product lines, serving individual, high-net-worth, and institutional clients. The firm employs a bottom-up, fundamentals-driven investment process and offers both private fund advisory and sub-advisory services.

Chanse Wegner is a financial advisor with Lifestyle Wealth and holds the Series 66 designation. He has accumulated experience through roles at multiple firms since 2021, including Cetera Advisors LLC and FlipCo Financial. Lifestyle Wealth serves a diverse client base including individuals, high-net-worth clients, retirement plans, trusts, corporations, and other registered investment advisers. The firm offers a range of portfolio management and financial planning services, utilizing a mix of proprietary and third-party models, and acts as a model and signal provider as well as a sub-advisor to other advisers.

Ricardo Mihaly is a Certified Financial Planner® with 19 years of industry experience, currently serving with ICON Wealth Partners. He has previously worked with Purshe Kaplan Sterling Investments, Inc. and Mass Mutual. In addition to his advisory work, he is an Independent Insurance Agent. ICON Wealth Advisors provides wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and ERISA plans. The firm emphasizes long-term investment strategies using low-cost ETFs and offers customized portfolio allocations based on clients’ goals and risk tolerance.

John Ellis is a financial advisor at Alden Investment Group with 42 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including MassMutual Life Insurance Co, LPL Financial, CUNA Brokerage Services, and Citigroup Global Markets. Ellis is a partner at Earnest Consulting Group, where he presents credit union-owned life insurance and other investment options to credit unions. Alden Investment Advisors provides discretionary and non-discretionary portfolio management and fee-based financial planning to individuals, retirement plans, and institutional clients. The firm emphasizes customized asset allocations using proprietary strategies and third-party managers, along with a technology platform that integrates held-away account management and fiduciary services for employer plans.

Kyle Johnston Sr. is a financial advisor with Lifestyle Wealth who holds Series 63 and Series 66 licenses and has 35 years of industry experience. His career includes roles at Cetera Advisors LLC, First Allied Advisory Services, and Lifestyle Asset Management, among others. Johnston is involved with The Johnston Company outside of his advisory work. Lifestyle Wealth serves individuals, high-net-worth clients, retirement plans, trusts, corporations, and other registered investment advisers by providing portfolio management, financial planning, pension consulting, sub-advisory, and third-party manager services. The firm uses a combination of proprietary and third-party models, employing fundamental, technical, and cyclical analysis while actively managing and rebalancing client portfolios.

Miguel Maisterra Silva is a financial advisor with Monex Asset Management, Inc. in Houston, TX, holding a Series 66 license and two years of industry experience. He has worked at Monex Securities Inc. and Banorte Asset Management, Inc., among other roles. Outside of finance, he is a golf coach and owner of a golf lessons business. Monex Asset Management serves individuals, 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 and offers a range of strategies from long-term holdings to short-term trading and option writing.

Michele Jones is a financial advisor at RHP Wealth Management with 27 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at firms including Bank of America, Merrill Lynch, and Purshe Kaplan Sterling Investments. Outside of financial advising, she is a silent owner of a communications company, Votel Communications. RHP Wealth Management is a five-advisor team managing approximately $345 million in discretionary assets. The firm serves individuals, trusts, estates, charitable organizations, corporations, and other business entities, offering wealth management services such as discretionary investment management, financial planning, and retirement plan consulting with a focus on diversified, tax-aware asset allocation.

Phillip Evans is a financial advisor at Sovereign Wealth Advisors LLC with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at LPL Financial LLC since 2006. Evans has been with Sovereign Wealth Advisors since 2015, providing investment advisory services through this independent firm. Sovereign Wealth Advisors serves individuals, trusts, retirement plans, and corporate clients, offering portfolio management, financial planning, retirement-plan consulting, and educational seminars. The firm combines fundamental and technical analysis with a variety of investment strategies and utilizes sponsored advisory programs and model portfolios to meet client needs.

Samuel Komitor is a financial advisor at Arkos Global Advisors, LLC in Houston, TX, holding a Series 65 designation. He joined Arkos Global Advisors in 2026 and previously worked at Alvarez & Marsal from 2020 to 2025. His background also includes positions at PricewaterhouseCoopers, NCR Corporation, and The Coca-Cola Company, as well as studies at the Georgia Institute of Technology. Arkos Global Advisors provides financial planning, consulting, and wealth management services to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a combination of fundamental, technical, and cyclical analysis along with both internal and third-party research to construct diversified, goal-oriented portfolios, offering active strategies that may include long and short equity positions and margin borrowing.

Robin Kollannur is a CFA® charterholder with nine years of industry experience, currently serving at Goodman Financial Corporation since 2025. His prior roles include positions at ScopeFour, LLC, Rothschild Asset Management, RVX Asset Management, Medius Capital Group, LLC, and Brandes Investment Partners, LP. He also owns RZK Corp, a software systems consultancy for financial services firms. Goodman Financial Corporation provides discretionary investment management and financial advisory services to high-net-worth individuals, trusts, estates, endowments, corporations, and pension plans. The firm focuses on a fundamental, bottom-up investment approach with customized portfolios emphasizing individual equities and bonds designed for tax efficiency and predictable income.

Charles Peterson is a financial advisor with The Goff Financial Group in Houston, TX, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He has been with The Goff Financial Group since 2017 and previously worked at Rl Land Services, Inc. from 2012 to 2017. The Goff Financial Group provides discretionary and non-discretionary investment management and financial planning to individuals, high-net-worth clients, small businesses, retirement plans, and professionals. The firm emphasizes customized, value-oriented portfolio construction that balances growth, income, risk reduction, and capital preservation, and employs options and derivatives strategies in limited situations for hedging or income generation.

Guy Davis is a CFA® charterholder with seven years of industry experience. He is currently with Brasada Capital Management, LP, where he has worked since 2023. Prior to that, he was employed at GCI Investors and Sarasin & Partners LLP. He also serves as a director of Roll Group Ltd, a UK-based family-owned mobility retail business. Brasada Capital Management, LP is an SEC-registered investment adviser that manages a private pooled investment vehicle and provides discretionary portfolio management for separately managed accounts. The firm serves financial institutions and unaffiliated advisers through sub-advisory arrangements and offers non-discretionary model portfolios, employing a bottom-up, long/short equity investment approach supported by fundamental and quantitative analysis.

Juan Medina is a financial advisor at ACP Capital Management, LLC with six years of industry experience. He holds a Series 66 designation and has worked at several firms, including Banorte-Ixe Securities International, Ltd., FigTree Financial USA, Inc., and Morgan Stanley. In addition to his advisory role, Medina is the managing member of Artemis Green LLC, a corporate consulting firm focused on sustainability initiatives. ACP Capital Management, LLC is an SEC-registered investment adviser serving individuals, high-net-worth clients, and institutions. The firm offers discretionary and non-discretionary portfolio management using ETFs, mutual funds, and UCITS, and utilizes a combination of in-house and third-party model portfolios, including offshore solutions for non-U.S. investors.