Sunkee Wong is a financial advisor at Catalyst Wealth Management LLC in Houston, TX, holding a Series 66 designation with less than one year of industry experience. Prior to joining Catalyst, Wong held positions in various companies including Innovation Partners LLC and Amvine Inc. Catalyst Wealth Management LLC serves individuals, high-net-worth clients, and employer retirement plans, managing approximately $105 million in assets for about 9,549 clients. The firm focuses on portfolio management and retirement-plan services delivered primarily through turnkey asset management programs and 401(k)/403(b) plan administration with a non-discretionary management approach.

Antonio Castillo is a CFP® and holds a Series 65 license with four years of industry experience. He has worked at Goodman Financial Corporation since 2023 and previously held roles at RWM Capital, Bellaire Capital Management, and Garrett Investment Advisors. Before entering the financial advisory field, he spent 14 years at CEMEX Inc. 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 using a customized, risk-aware investment process that emphasizes direct equity and bond purchases combined with fundamental and macroeconomic research.

Casey Wolff is a financial advisor at The Advisory Resource Group, LLC with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including SII Investments and Compass Pointe Financial, LLC. Wolff is based in Houston, TX. The Advisory Resource Group serves individuals, high-net-worth clients, retirement plans, trusts, and other entities, offering investment management and financial planning services. The firm uses a team-based research process and constructs portfolios from mutual funds, ETFs, and individual securities, managing approximately $809 million across about 712 client relationships.

Craig Sims Jr. is a financial advisor at Westpark Wealth Advisors, Inc. with seven years of industry experience and a Series 65 credential. He is also the owner of Sims & Co., a CPA firm established in 1995. Westpark Wealth Advisors provides investment advisory and financial planning services to individuals, trusts, estates, pension and profit-sharing plans, and business entities. The firm employs a variety of investment strategies and offers both discretionary and non-discretionary portfolio management tailored to client objectives and risk tolerance.

Keith Fenstad is a CFP® professional with 12 years of industry experience, currently serving at Tanglewood Total Wealth Management, Inc. in Houston, TX. He has been with the firm since 2002, contributing to its team of nine advisors. 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 employs a customized asset-allocation process using mutual funds, ETFs, and individual bonds, providing regular performance reporting and accommodating client-directed strategies such as tax-aware accounts and targeted gold allocations.

Hunter Coday is a CFP® with five years of industry experience, currently serving as an advisor at Goodman Financial Corporation. He has worked at Goodman Financial since 2020 and previously spent time at The Financial Advisory Group, Inc. in 2019. Goodman Financial Corporation provides discretionary investment management and targeted financial advisory services to individuals, trusts, estates, endowments, corporations, and pension plans. The firm emphasizes a fundamental, bottom-up investment process with customized portfolios largely focused on individual equities and bonds to enhance tax efficiency and income predictability.

Brede Klefos is a financial advisor at Sanders Morris LLC with 46 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Sanders Morris Harris LLC since 2017, following five years at Wunderlich Securities, Inc. He serves as the Honorary Chairman Emeritus of the U.S. Fund for UNICEF, a nonprofit organization. Sanders Morris LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high net worth families, retirement plans, trusts, estates, and corporations. The firm primarily manages portfolios on a discretionary basis through wrap-fee programs, utilizing third-party portfolio managers and model portfolios to offer diversified investment allocations tailored to client objectives and risk tolerance.

Patrick Smith is a financial advisor at Lavaca Capital, LLC with 16 years of industry experience. He holds a Series 66 designation and has previously worked at Raymond James and Associates. Lavaca Capital provides investment advisory and sub-advisory services to a selective client base that includes asset managers, registered investment advisers, family offices, high-net-worth individuals, and institutional investors. The firm employs a flexible investment approach across equities, fixed income, and derivatives, with a focus on option strategies for both hedging and return generation.

Kumar Patel is a financial advisor at Skybound Wealth USA with a Series 65 designation and two years of industry experience. Prior to joining Skybound Wealth USA, he worked in technology and consulting roles at firms including nCino and ComplyAdvantage. Skybound Wealth USA serves individuals, families, and internationally mobile clients with investment management, financial planning, and specialized cross-border pension advice, including UK pension transfers. The firm emphasizes a centralized investment governance framework and primarily provides non-discretionary advice while maintaining international affiliations and a suite of related financial services.

Kristy Groth is a financial advisor with Precedent Wealth Partners, LLC and holds one year of industry experience. She has worked at Valmet since 2015, where she serves as a quality manager overseeing production in the manufacturing of coating solutions. Precedent Wealth Partners is a four-advisor team managing approximately half a billion dollars for about 165 clients, including individuals, trusts, estates, corporations, and retirement plans. The firm employs a committee-driven investment process that combines asset allocation, active and passive management, and third-party managers, with a distinct focus on participant education and seminar-style outreach in its retirement plan consulting.

Andy Thornton Jr. is a financial advisor at The Clarus Group with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has held roles at Raymond James Financial and Kingswood Capital Partners. Outside of advisory work, he is president of Thornton Wealth Group, which handles office operations and payroll. The Clarus Group provides discretionary investment management and comprehensive wealth management services to individuals, trusts, estates, businesses, and retirement plans. The firm uses customized portfolios focused on absolute return, capital preservation, income generation, tax minimization, and cash management, employing a broad range of investment vehicles with a generally long-term approach.

Robert Wyrick, Jr. is a financial advisor at Post Oak Private Wealth Advisors in Houston, TX, with 28 years of industry experience. He has been with Post Oak since 2012 and operated as a sole proprietor from 2009 to 2019. Wyrick holds Series 63 and Series 65 licenses. Post Oak Private Wealth Advisors serves individuals, including high-net-worth clients, as well as institutions, pension and profit-sharing plans, trusts, estates, and business entities. The firm offers discretionary and non-discretionary portfolio management, financial planning, and educational seminars, emphasizing value, safety, and risk control through a mix of equities, fixed income, mutual funds, ETFs, options, and proprietary multi-asset class strategies.

Neeraj Hingorani is a CFP® and CFA® with one year of experience at Scott & Selber, Inc. Capital Management. He has been involved with Gramercy Asset Management LLC since 2014 and serves as a managing member overseeing property management operations unrelated to investment activities. Scott & Selber, Inc. Capital Management provides discretionary portfolio management to individuals, high-net-worth clients, corporate pension and profit-sharing plans, charitable institutions, foundations, and endowments. The firm focuses on publicly traded securities, applying fundamental research and an internal buy-and-sell model to guide investment decisions.

Richard Saxon is a financial advisor at Saxon Financial Group in Houston, TX, with 26 years of industry experience. He holds Series 63 and Series 65 credentials and has been involved with Saxon Financial Group and related entities since 2005, as well as Raymond James Financial. Outside of advisory work, he owns agricultural land which he leases and manages for tree cultivation. 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 constructs model-based and customized portfolios with a long-term focus, employing fundamental and cyclical analysis, and utilizes institutional custodial relationships for execution and reporting.

William Vaseliades is a financial advisor with Sovereign Wealth Advisors LLC in Houston, TX, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has worked at Sovereign Wealth Advisors since 2015 and concurrently at LPL Financial since 2009. Outside of his advisory roles, he is involved in a photography business based in Houston. Sovereign Wealth Advisors LLC provides investment advisory and financial planning services to individuals, trusts, retirement plans, and other entities. The firm manages diversified portfolios using various analytical methods and offers comprehensive portfolio management, financial planning, and consulting services, implementing advice both directly and through multiple sponsored programs.

Benjamin Presley is a financial advisor with Catalyst Wealth Management LLC in Houston, TX. He holds a Series 66 designation and is in his first year in the industry. Prior to joining Catalyst, Presley has worked in various roles including positions at BlueFrog Plumbing and Drain of NorthEast Houston and Innovation Partners LLC. Catalyst Wealth Management serves individuals, high-net-worth clients, and employer retirement plans, managing approximately $105 million across about 9,549 clients. The firm provides portfolio management and retirement-plan services through turnkey asset management programs and 401(k)/403(b) plan administration, primarily on a non-discretionary basis, using fundamental and technical analysis combined with a long-term trading approach.

Marc Oster is a financial advisor with Inscription Capital, LLC and Inscription Family Office, LLC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He previously worked at UBS Financial Services and has been a principal at Inscription Capital since 2008. Oster serves as a board member for the Jewish Family Service Houston Foundation, assisting with fundraising efforts. Inscription Capital serves individual clients, including high net worth individuals, and institutional entities such as family offices, trusts, estates, and private foundations. The firm manages approximately $1.56 billion in client assets and offers holistic financial planning, discretionary and non-discretionary portfolio management, retirement plan advisory services, and family office services through a personalized, committee-driven investment process.

Randolph Burch III is a financial advisor at Haven Wealth Group in Houston, TX, holding a Series 65 designation. He has one year of industry experience with prior roles at PlainsCapital Bank and Ameriprise. Outside of finance, he has teaching experience at the University of Houston. Haven Wealth Group provides discretionary investment management and comprehensive financial planning for individuals, high-net-worth clients, foundations, pensions, endowments, and 401(k) plans. The firm employs a values-based, tailored asset-allocation approach that includes individual stocks, bonds, ETFs, and options within portfolios.

Raul Chapa Ugalde is a financial advisor at Alterna Wealth Management, Inc. with four years of industry experience. He holds the Series 66 designation and previously worked at Credit Suisse AG and Credit Suisse Asesoria Mexico. He is also a minority owner of a Mexican venture capital company, Grupo DOSCEROQUINCE SA de CV. 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 client base outside the United States. The firm employs a disciplined, global approach to asset allocation and diversification using dynamic models and combines quantitative analysis, technical methods, and an in-house trading desk in its investment process.

John Ross is a financial advisor at Goodman Financial Corporation in Houston, TX, holding a Series 65 designation. He has been with Goodman Financial since 2026 and previously worked at Talascend LLC for 11 years. Goodman Financial Corporation offers discretionary investment management and financial advisory services to individuals, trusts, estates, endowments, corporations, and pension plans. The firm employs a fundamental, bottom-up investment approach focused on customized portfolios with direct holdings in equities and bonds, emphasizing tax efficiency and predictable income.