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.

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.

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.

Rosario Flores is a financial advisor at Alterna Wealth Management, Inc. based in Houston, TX, with nine years of industry experience. She holds Series 63 and Series 66 designations and has been associated with Alterna Securities, Inc. since 2015. Alterna Wealth Management provides investment advisory and portfolio management services to individuals, high-net-worth clients, trusts, estates, institutions, and charitable organizations, including a significant international client base. The firm employs a disciplined, global asset allocation approach using dynamic models and combines quantitative analysis, technical methods, and an in-house trading desk in its investment process.

Paul Palmer is a CFP® with 28 years of experience in financial advisory. He has worked at Goodman Financial Corporation since 2023 and was previously with Your Advocates Ltd., LLP dba The Advocates from 2006 to 2023. He holds a Series 63 license and is based in Houston, TX. 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 about 275 client relationships and employs a customized, risk-aware investment process focusing on individual equities and bonds.

Coleman Conkling is a financial advisor with Inscription Capital, LLC in Houston, TX, holding a Series 65 designation and seven years of industry experience. He has worked at Inscription Capital since 2020 and previously at Quantor Capital, LLC and McDowell Hetherington LLP. Outside of his advisory work, he is a partner at JJC Capital, LLC. Inscription Capital provides financial planning and investment management services to individuals, family offices, trusts, estates, private foundations, and retirement plans. The firm employs a long-term, fundamental investment approach with tailored portfolios constructed and monitored by an investment committee.

Nathan Dagley is a financial advisor with Encompass Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with Encompass Advisory Services since 2016 and has extensive experience in insurance through his roles at Dagley Insurance Agency and related entities. Outside of his advisory role, Dagley is involved in managing a youth sports club and has founded a safe driving mobile app. Encompass Advisory Services is a state-registered investment adviser serving individuals, retirement plans, trusts, estates, charitable organizations, and businesses. The firm provides tailored financial planning, investment management, and estate-document facilitation, utilizing fundamental, technical, and cyclical analysis across a range of investment vehicles and offering both discretionary and non-discretionary management options.

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.