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 an advisor at Alterna Wealth Management, Inc. in Houston, TX, with one year of industry experience. He holds a Series 66 designation and has worked previously at Alterna Securities, Inc. and held academic roles at Baylor University and Tecnologico de Monterrey Campus Cuernavaca. Alterna Wealth Management provides investment advisory and portfolio management services to individuals, high-net-worth clients, trusts, estates, institutions, and charitable organizations, serving a substantial portion of clients outside the United States. The firm employs a disciplined, global approach to asset allocation and diversification, combining quantitative analysis, technical methods, and an in-house trading desk to support a range of 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.

John Brady is a financial advisor with MBR Financial in Houston, TX, holding Series 65 and Series 63 licenses and two years of industry experience. Prior to joining MBR Financial, he worked at several firms including Gulfstar Group I, Ltd., Gulfstar Group II, Ltd., The Gulfstar Group, Inc., and Deloitte & Touche. MBR Financial serves individuals, high-net-worth families, and certain pension and profit-sharing plans with comprehensive planning and wealth management services. The firm utilizes a proprietary top-down asset-allocation process combined with quantitative and qualitative analysis, offering both 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.

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.

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® professional with 12 years of experience in the financial industry. He has been with MBR Financial since 2013, working as part of a six-advisor team based in Houston, TX. MBR Financial serves individuals, high-net-worth families, and certain pension and profit-sharing plans with financial planning, estate planning, and wealth management services. The firm employs a proprietary top-down asset-allocation process combined with quantitative and qualitative manager and security selection, and it offers performance-based fee arrangements and alternative investment options for qualified clients.

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.

Craig Dawson is a financial advisor at Arkos Global Advisors, LLC in Houston, TX, with 17 years of industry experience. He holds a Series 66 designation and has previously worked at HighTower Advisors LLC, Hightower Securities LLC, and Salient Capital entities. Arkos Global Advisors serves individuals, trusts, estates, charitable organizations, and business entities by providing financial planning, consulting, and portfolio management services. The firm combines fundamental, technical, and quantitative analysis to tailor portfolios and offers discretionary investment management along with ongoing account monitoring and manager due diligence.

Sarah Williams is a financial advisor at Precedent Wealth Partners, LLC with seven years of industry experience. Her prior work includes roles at Chevron, Validity Finance, and Kirkland & Ellis LLP. Precedent Wealth Partners, formed in 2023, manages approximately half a billion dollars for about 165 clients through a four-advisor team. The firm serves individuals, trusts, estates, corporations, and retirement plans using a committee-driven investment process that combines asset allocation, active and passive management, third-party managers, and traditional security analysis.