Rosalie Groendes is a financial advisor at Haven Wealth Group in Houston, TX, holding a Series 65 designation with 10 years of industry experience. She has been with Haven Wealth Group since 2015, working as part of a nine-advisor team. 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 client risk tolerance and financial needs, and integrates both income-producing and growth-oriented investments in its portfolios.

Joseph Williams is a CFP® and PFS™ with 30 years of experience in financial advising. He has worked at Linscomb & Williams for 47 years and joined Precedent Wealth Partners, LLC in 2023. Outside of his advisory role, he serves as a trustee for the Willeford 2012 Family Trust, overseeing investment advisor engagement and management of trust assets. Precedent Wealth Partners, LLC is a registered investment adviser managing approximately half a billion dollars for around 165 clients through a four-advisor team. The firm serves individuals, trusts, estates, corporations, and retirement plans with a committee-driven investment process that combines asset allocation, active and passive management, and third-party managers.

Zachary Majors is a CFP® with 16 years of industry experience. He is a principal at Centric Advisors, LLC, where he has worked since 2016, and previously affiliated with Cetera Investment Services LLC. Outside of his advisory role, Majors provides consulting services through Majors Family Holdings LLC, focusing on business growth and operational efficiency. Centric Advisors offers portfolio management and financial planning services to individuals, high-net-worth clients, corporations, and charitable organizations. The firm employs a combination of fundamental, technical, and cyclical analysis in its investment approach and utilizes a range of trading strategies including margin, short sales, and options.

James Pavlik is a financial advisor with ICON Wealth Partners in Houston, TX, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. His prior roles include positions at PURSHE KAPLAN STERLING INVESTMENTS, Inc., Avalon Wealth Management LLC, and Avalon Advisors, LLC. He is dually registered as an investment advisor representative and a registered representative, splitting his time primarily between these roles. ICON Wealth Advisors provides wealth management and financial planning to individuals, high-net-worth clients, trusts, estates, charitable organizations, and ERISA plans. The firm employs a primarily long-term investment approach using fundamental and technical analysis, with a focus on low-cost ETFs and customized client portfolios.

Paul Thompson is a financial advisor with Ascension Capital Advisors, Inc. in Houston, TX, holding Series 63 and Series 65 licenses and possessing 41 years of industry experience. He has worked at Ascension Capital Advisors since 1997 and previously spent nine years at Purshe Kaplan Sterling Investments. Outside of advisory work, he is a trustee of the Lorraine and Jeannette Clift George Charitable Foundation and is involved in a family partnership with interests in general securities and oil and gas. Ascension Capital Advisors serves individuals, retirement plans, charitable organizations, and small businesses by providing portfolio management, retirement plan consulting, financial planning, and private placement consulting. The firm customizes investment strategies based on client risk tolerance and objectives, utilizing a diversified mix of securities and educational programs for plan participants.

Thao Ho is a financial advisor at Manske Wealth Management, LLC with four years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at MML Investors Services, Mass Mutual Life Insurance Company, New York Life, and Verizon Cellular Sales. Manske Wealth Management provides financial planning, consulting, and discretionary investment management to individuals, trusts, estates, corporations, and business entities. The firm employs a goal-based approach to portfolio construction, incorporating fundamental, technical, and cyclical analysis, and manages approximately $608 million in client assets across a seven-advisor team.

Joaquin Barthel Medina is a financial advisor at Banorte Asset Management, Inc. in Houston, TX, holding a Series 66 designation with three years of industry experience. His prior roles include positions at PNC Bank and BBVA affiliates spanning over a decade. Banorte Asset Management, Inc. serves individual and high-net-worth clients, including trusts, estates, charitable organizations, and business entities, with a client focus in Latin America, particularly Mexican citizens. The firm offers discretionary and non-discretionary portfolio management through diverse investment programs and utilizes a range of securities and model portfolios tailored to client needs.

Ronald Briggs is an advisor at Cheviot Value Management, LLC with a Series 65 credential and one year of industry experience. Prior to joining Cheviot Value Management in 2026, he worked at RAND Corporation from 2018 to 2025 and at Praedicat, Inc. from 2013 to 2017. Cheviot Value Management is a privately owned registered investment adviser providing discretionary portfolio management and related services to individuals, trusts, retirement plan participants, charitable organizations, and certain institutional clients. The firm applies a value-oriented investment approach based on fundamental analysis, employing a variety of strategies including tactical asset allocation and absolute-return techniques.

Dylan Walther is a financial advisor at Manske Wealth Management, LLC with one year of industry experience. He holds a Series 65 credential and has worked previously at TIP Group LLC and The Fitzpatrick Group. Outside of his advisory role, he owns and manages O & W Auto Sales. Manske Wealth Management, LLC provides financial planning, consulting, and discretionary wealth and portfolio management to individuals, trusts, estates, corporations, and business entities. The firm manages approximately $707 million for around 480 clients and utilizes a multi-method investment approach tailored to client goals and risk tolerances.

Steven Hobbs is a financial advisor at Managed Financial Services Corp., Inc. in Houston, TX, holding Series 63 and Series 65 licenses with 25 years of industry experience. He has been with Managed Financial Services Corp., Inc. since 1999. Managed Financial Services Corporation serves individual and high-net-worth clients as well as corporate pension and profit-sharing plans and other institutional entities. The firm manages investments through a seven-advisor team that uses a committee-based approach incorporating proprietary scorecards and Modern Portfolio Theory criteria to guide portfolio decisions.

Terri Canterbury is a financial advisor with Kingwood Investment Group, holding a Series 66 designation and 26 years of industry experience. Her prior roles include positions at NEXT Financial Group, Cetera Advisor Networks LLC, Alegent Health Care Systems, and HSBC Securities (USA) Inc. Outside of her advisory work, she operates Gulf View Insurance Solutions as an insurance agent and provides healthcare navigation consulting as a sole proprietor. Kingwood Investment Group offers discretionary investment management and financial planning services to individuals and high-net-worth clients. The firm employs a variety of strategies tailored to client objectives and risk tolerances, including asset allocation and technical analysis, and may utilize third-party sub-advisors to manage client portfolios.

John Langston is a financial advisor at Robertson Investment Management in Houston, TX, with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Network 1 Financial Securities, Inc., Osaic Wealth, Inc., and Securities America, Inc. since 2018. Robertson Investment Management serves individuals, families, trusts, pensions, banks, and corporations, offering portfolio management, financial planning, corporate finance, private placements, and multi-family office services. The firm employs a combination of fundamental, technical, and cyclical analysis across various equity strategies and alternative investments, often managing accounts under discretionary authority and utilizing third-party managers when appropriate.

Scott Jackson is a Series 65-licensed advisor with 14 years of industry experience, currently with Doliver Advisors, L.P. in Houston, TX. He has worked at Doliver Advisors since 2017 and previously held roles at Legacy Asset Management, Inc. and Andrews Capital Management Corporation. He is a member of BraeBurn Country Club and the Galleria Tennis & Athletic Club. Doliver Advisors serves individual and high-net-worth clients, as well as trusts, foundations, and pooled investment vehicles, offering wealth management, customized portfolio management, and a quantitative closed-end fund strategy. The firm also acts as adviser and sponsor for multiple private funds and special purpose vehicles, combining quantitative models with tailored investment approaches.

Emilio Soto is a financial advisor with Monex Asset Management, Inc. in Houston, TX, holding Series 63 and Series 65 licenses and having four years of industry experience. He has worked extensively within Monex-affiliated firms since 2019. Monex Asset Management serves individuals—including high-net-worth clients—as well as 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 with strategies ranging from long-term holdings to short-term trading and option writing.

Dawn Trammell is a financial advisor at Robertson Investment Management with 39 years of industry experience. She holds a Series 63 designation and has worked at firms including Osaic Wealth, Inc., Securities America, Inc., and First Allied Advisory Services. Robertson Investment Management advises individuals, families, trusts, pensions, banks, and corporations, offering portfolio management, financial planning, corporate finance, private placements, and multi-family office services. The firm employs a mix of fundamental, technical, and cyclical analysis across various equity strategies and alternatives, managing accounts primarily under discretionary authority and utilizing third-party managers when appropriate.

Jaclyn Gilbert is a financial advisor with Saxon Financial Group in Houston, TX, holding a Series 66 designation and nine years of industry experience. She has worked at Raymond James Financial Services in various capacities from 2013 to 2021 before joining Saxon Interests, Inc. in 2021. 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 employs both model-based and customized portfolios with a long-term investment orientation, utilizing a range of assets including mutual funds, ETFs, equities, options, fixed income, and alternatives.

Andrea Arend is a financial advisor at Fairport Advisors, Inc. in Houston, TX, with 17 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Transamerica Financial Advisors, Inc. and Summit Frontier Solutions LLC. Fairport Advisors, Inc. provides discretionary investment management and consulting services to individuals, high-net-worth clients, trusts, pensions, and business accounts. The firm employs a combination of strategic and tactical asset allocation using proprietary algorithms, quantitative analysis, and artificial intelligence tools across a variety of model portfolios.

Jose Rodriguez is a financial advisor at Banorte Asset Management, Inc. based in Houston, TX, with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Banorte Asset Management, Banorte Ventures Ltd., Banorte Securities International, PNC Investments, BBVA Securities Inc., and other affiliated firms. Outside of his advisory role, he is an owner and passive investor in Roycel, LLC. Banorte Asset Management, Inc., operating as Banorte Wealth Advisors, provides discretionary and non-discretionary portfolio management services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and corporations. The firm offers customized portfolios and model portfolios through both traditional management and a white-label digital platform, serving a largely international client base with a focus on Latin America.

John Merrill is a financial advisor at Tanglewood Total Wealth Management, Inc. in Houston, TX, holding a Series 63 designation with 26 years of industry experience. He has been with Tanglewood Wealth Management, Inc. since 1990. Tanglewood Total Wealth Management serves individuals, high-net-worth clients, and institutional and retirement-plan clients, offering discretionary portfolio management and wealth-planning services. The firm uses a customized, asset-allocation centered process involving mutual funds, ETFs, and individual bonds, and provides regular performance reporting to clients.

Jason Locke is a financial advisor with Robertson Investment Management in Houston, TX, holding the Series 63 and Series 65 credentials and bringing 15 years of industry experience. His prior roles include positions at Simplicity Financial Investment Services, First Palladium, LLC, and Mercap Securities, LLC. He is also a licensed insurance agent offering fixed insurance products through Quantum Financial Strategies. Robertson Investment Management serves a diverse client base including individuals, families, trusts, pensions, and corporations, providing both discretionary and non-discretionary portfolio management along with financial planning and family office services. The firm employs a multi-strategy investment approach combining fundamental, technical, and cyclical analysis and partners with third-party managers for specific mandates.