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.

Daniel Whitty is a financial advisor at RIA Advisors in Houston, TX, holding a Series 65 designation with two years of industry experience. He previously worked at Invesco from 2019 to 2021 and was involved with Fix UR Gadget from 2013 to 2019. 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 assets and employs a blend of fundamental and technical analysis, value investing, and Modern Portfolio Theory in its investment approach.

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.

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 eight years of industry experience. He joined Goodman Financial Corporation in 2025, having previously worked at ScopeFour, LLC, Rothschild Asset Management, and RVX Asset Management. Outside of his advisory work, he owns a software systems consulting business serving financial services firms. Goodman Financial Corporation provides discretionary investment management and targeted 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 equity and bond holdings, emphasizing 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.

Jonathan Garrett is a financial advisor at Prota Financial in Houston, TX, holding a Series 65 designation. He has one year of industry experience and previously worked at GB Connections for eight years. 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 $270 million in regulatory assets under management.

Teresa Theobald is a financial advisor with Sovereign Wealth Advisors LLC in Houston, TX, holding a Series 66 license and bringing 22 years of industry experience. She has worked at Sovereign Wealth Advisors since 2017 and previously spent five years at RBC Capital Markets. Sovereign Wealth Advisors LLC provides investment advisory and financial planning services to individuals, trusts, retirement plans, and other entities. The firm manages portfolios using a blend of analytical methods and offers comprehensive portfolio management, written financial plans, and access to various sponsored programs.

James Darby II is a CFP® professional with 11 years of experience in financial advisory. He is currently with Adell, Harriman & Carpenter and has previously worked at RBC Capital Markets, UBS Financial Services, and USCA Securities. Adell, Harriman & Carpenter provides customized investment management and financial planning services primarily to high-net-worth individuals and related entities. The firm focuses on discretionary asset management in individual 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.

Cindy Yac is a financial advisor at FCA Corp with a Series 65 designation and seven years of industry experience. She has been with FCA Corp since 2016. FCA Corp provides portfolio management, financial planning, and consulting services to individuals, managed entities, and open-end investment companies. The firm employs a fundamental and macroeconomic approach to create customized portfolios and serves as the investment adviser to the Commonwealth International Series Trust.

Santiago Garza is a financial advisor at Alterna Wealth Management, Inc. based in Houston, TX. He holds the Series 66 designation and has one year of industry experience. Prior to joining Alterna Wealth Management and Alterna Securities, he worked at Popeyes Louisiana Kitchen and has also held positions at the University of Houston, Lonestar Community College, and Obra D. Tompkins High School. 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 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.

Jorge Figueroa is a financial advisor at Banorte Asset Management, Inc. in Houston, TX, holding a Series 66 designation with two years of industry experience. His work history includes roles at Banorte subsidiaries and Figtree Financial USA. Banorte Asset Management serves individual and high-net-worth clients, particularly those in Latin America, providing discretionary and non-discretionary portfolio management through customized model allocations and a combination of investment vehicles, including a white-label digital advisory platform.

Patricio Esquivel is a financial advisor at Alterna Wealth Management, Inc. in Houston, TX, holding a Series 66 designation. He has one year of industry experience and previously worked at several firms, including SSA Recruitment and Lumicity. Alterna Wealth Management provides investment advisory and portfolio management services to individuals, high-net-worth clients, trusts, estates, institutions, and charitable organizations. The firm employs a disciplined, global approach to asset allocation and diversification, utilizing quantitative analysis, technical methods, and model strategies across various investment styles.

Jonathan Reichek is a CFA® charterholder with 17 years of industry experience. He has been with Brasada Capital Management, LP since 2017 and previously worked at Friedberg Investment Management, Inc. from 2014 to 2017. Brasada Capital Management, LP manages a private pooled investment vehicle and provides discretionary portfolio management for separately managed accounts. The firm serves other financial institutions and advisers through sub-advisory arrangements and offers non-discretionary model portfolios to wrap-fee sponsors, employing a bottom-up, long/short equity investment approach supported by fundamental analysis, quantitative screens, and sector research.

Thomas Pewtress is a financial advisor at Skybound Wealth USA with six years of industry experience. He holds a Series 65 designation and has worked primarily with Skybound Wealth Management and its affiliated entities since 2018, with prior experience at Beacon Global Advisor Network and deVere Acuma. Skybound Wealth USA serves individuals, families, and internationally mobile clients by providing investment management, financial planning, and cross-border pension advice, including UK pension transfers and ongoing pension management. The firm uses a centralized investment governance framework and typically manages most client assets on a non-discretionary basis.

Gonzalo Uribe Rojas is a financial advisor at GBM Wealth Management, Inc. based in Houston, TX. He holds a Series 66 designation and has one year of industry experience. Prior to joining GBM Wealth Management, he worked at GBM International, Inc. and GBM Mexico, and has experience in academic roles at Anahuac University and Ibero University. GBM Wealth Management provides investment advisory and portfolio management services to a diverse client base including individuals, high-net-worth clients, trusts, corporations, and institutional clients. The firm emphasizes customized portfolio construction using fundamental analysis and offers various strategies ranging from conservative to aggressive, serving both U.S. and non-U.S. residents.

Michael Booker is a CFP® and ChFC® with 28 years of experience in financial advising. He has been with Financial Synergies Wealth Advisors, Inc. in Houston, TX since 1997. Financial Synergies serves individuals, retirement plans, trusts, estates, charitable organizations, and corporate clients, providing investment management, financial planning, and held-away account advisory services. The firm employs diversified, allocation-driven portfolios and utilizes third-party platforms and sub-advisors to tailor investment solutions.

Brandon Blankenship is a financial advisor at Catalyst Wealth Management LLC with two years of industry experience. He holds a Series 66 designation and has prior experience at Innovation Partners LLC and GWN Securities, Inc. Before entering the financial industry, he worked in education for over a decade. Brandon is also a licensed insurance agent and registered representative, offering clients insurance products and commission-based services. Catalyst Wealth Management LLC provides portfolio management and advisory services to individual and high-net-worth clients, including retirement plan participants. The firm manages accounts on a non-discretionary basis using fundamental and technical analysis with a long-term trading orientation and primarily recommends mutual funds, ETFs, fixed income, and REITs through Turnkey Asset Management Programs.