Joshua Clancey is a financial advisor at Skybound Wealth USA with a Series 65 credential and one year of industry experience. His prior work includes roles at Indigo Financial Analysis & Consultancy, Hansard Global PLC, Causeway, Praemium, and Friends Provident International. Skybound Wealth USA serves individuals, families, and internationally mobile clients by providing investment management, financial planning, and cross-border pension advice, including UK pension transfer services. The firm employs a centralized investment governance framework and primarily manages client assets on a non-discretionary basis.

Jeffrey Riley is a financial advisor at Westpark Wealth Advisors, Inc. in Houston, TX, with 32 years of industry experience. He has worked at Westpark Wealth Advisors since 2002 and previously at Ims Securities, Inc. and Calton & Associates, Inc. Additionally, he owns J. Riley Investments, an entity providing securities and advisory services. Westpark Wealth Advisors serves individuals, trusts, estates, pension and profit-sharing plans, and business entities. The firm offers portfolio management through wrap-fee programs and third-party manager arrangements, alongside standalone financial planning, using a variety of investment strategies tailored to client objectives and risk tolerance.

Justin Smith is a financial advisor with WESTPARK WEALTH Advisors, Inc. in Houston, TX, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has worked at Ims Financial Advisors, Inc. since 2007 and previously spent a year at Kestra Investment Services, LLC. Outside of his advisory role, Smith owns an insurance agency and serves as a director on the Angleton Christian School board. 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 range of strategies including portfolio management through wrap-fee programs and third-party managers, working with clients to set objectives and risk tolerance, with many accounts managed on a non-discretionary basis requiring client trade approval.

Emile Niyonkuru is a financial advisor at Granite Harbor Advisors, Inc. in Houston, TX, holding Series 63 and Series 65 licenses with one year of industry experience. His prior work includes roles at Charles Schwab & Co., Inc. and financial advisory firms, alongside service in the United States Marine Corps. Granite Harbor Advisors serves individual and high-net-worth clients as well as institutional sponsors, offering asset management, financial planning, and retirement plan consulting. The firm is notable for sponsoring and advising multiple private funds and utilizes a diverse range of securities and investment strategies across its portfolio offerings.

Cameron Jensen is a CFP® with 22 years of industry experience, currently affiliated with Cross Financial Advisors in Fulshear, TX. He has worked at multiple firms, including Strategic Advisors Inc., Fidelity Investments, and LPL Financial LLC. Outside of his advisory role, Jensen is the owner of By The Tree Designs, LLC, an awards and commemoration business. Cross Financial Advisors serves individual and high-net-worth clients, families, trusts, estates, and retirement-plan sponsors, offering a range of investment management, financial planning, and consulting services. The firm employs diversified strategic and tactical asset-allocation strategies and operates multiple offices and affiliated entities, including an in-house tax and accounting firm.

Christiaan Graf is a financial advisor at KDK Private Wealth Management with 11 years of industry experience. He holds the Series 63, Series 66, and Series 65 designations. Prior to joining KDK in 2021, he worked at Mercer Global Advisors Inc., Kanaly Trust Services, AllianceBernstein L.P., and Sanford C. Bernstein & Co., LLC. KDK Private Wealth Management serves individuals, trusts, estates, charitable organizations, and business entities by providing comprehensive wealth management that integrates investment management, financial planning, and consulting. The firm utilizes a customized, asset-allocation approach based on Modern Portfolio Theory and various analytical methods, managing primarily discretionary portfolios with a typical minimum of $5 million.

Lucien Craig is a financial advisor with United Advisors America in Fulshear, TX, holding Series 63 and Series 65 licenses and over 31 years of industry experience. His career includes roles at LPL Financial, Fisher Investments, and Zacks Investment Management. He has also worked as an insurance agent through Alliance America Corporation. United Advisors America serves individual investors, particularly those at or near retirement, as well as pension and profit-sharing plans by providing investment management and complementary financial planning. The firm’s investment approach employs Modern Portfolio Theory with model portfolios, periodic rebalancing, and a preference for mutual funds and ETFs, including exchange-traded products offering digital currency exposure.

Troy Sharpe is a CFP® with 11 years of industry experience and is affiliated with Oak Harvest Investment Services in Houston, TX. He has held leadership roles at several related entities, including Oak Harvest Financial Group and Oak Harvest Insurance Services, where he serves as president. Sharpe also manages his own consulting firm, Troy Sharpe Consulting, LLC. Oak Harvest Investment Services is a team advisory firm serving individuals, families, high-net-worth clients, and retirement plan sponsors. The firm provides portfolio management, financial planning, and consulting services, managing accounts on a discretionary basis using a combination of fundamental, technical, and value/cyclical analysis.

Christopher Behan is a financial advisor with RIA Advisors in Houston, TX, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His prior roles include positions at Charles Schwab & Co. from 2008 to 2021 and Haven Wealth Group in 2021. Outside of his advisory work, he assists with his wife's consulting business, which focuses on improving individual and team performance using the DISC model of human behavior. RIA Advisors provides fee-based portfolio management and financial planning to individual clients, 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.

Christopher Myrick is a financial advisor with Oak Harvest Investment Services in Houston, TX. He holds the Series 65 designation and has nine years of industry experience, including more than a decade with Oak Harvest-related firms. Oak Harvest Investment Services serves individuals, families, high-net-worth clients, and retirement plan sponsors with portfolio management, financial planning, and consulting. The firm manages accounts on a discretionary basis, integrating financial planning and risk profiling with a mix of analytical approaches across various asset classes.

James Mc Farland is a Series 65-registered financial advisor at Oak Harvest Investment Services in Houston, TX, with nine years of industry experience. He has been with Oak Harvest Financial Group and Oak Harvest Investment Services since 2016 and previously worked at Morgan Stanley. Oak Harvest Investment Services is a team advisory firm serving individuals, families, high-net-worth clients, and retirement plan sponsors. The firm provides portfolio management, financial planning, consulting, and plan-sponsor services, managing accounts on a discretionary basis and integrating financial planning with risk profiling and portfolio monitoring across various asset classes.

Erandathi Shaw is a CFP® and holds a Series 66 designation, with 16 years of industry experience. She has been with Tanglewood Legacy Advisors, LLC since 2016. Tanglewood Legacy Advisors serves individuals, high-net-worth clients, business entities, trusts, estates, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management alongside financial planning and consulting services, employing customized portfolios with actively managed mutual funds, ETFs, and less-liquid instruments under a structured investment approach.

Paul Troyer is a CFP® professional with 20 years of industry experience, currently serving at Franklin, Parlapiano, Turner & Welch LLC since 2010. He is based in Houston, TX, and is part of a five-advisor team. Franklin, Parlapiano, Turner & Welch LLC advises high-net-worth individuals, trusts, and estates, offering fee-only asset management and comprehensive financial planning through its Managed Account Program. The firm employs a client intake process and Investment Policy Statement to allocate portfolios among seven model strategies and utilizes fundamental analysis to select investments, managing approximately $811 million in discretionary assets as of December 31, 2025.

Laura Munoz Alarcon is an advisor at Finamex Asset Management, LLC with four years of industry experience. She holds Series 65 and Series 63 licenses and has worked with Finamex International, LLC and Finamex Asset Management since 2016. Prior to her current roles, she operated Profit By Laura and was involved with Productos Lauris. Finamex Asset Management serves primarily high-net-worth individuals in Mexico as well as institutional clients such as pension fund managers and businesses. The firm offers portfolio management, financial planning, and consulting using a blend of Modern Portfolio Theory, tactical asset allocation, and rule-driven strategies, with a notable operational emphasis on predominantly non-discretionary asset management.

James Kim is a CFP® and PFS™ with 14 years of experience in financial advisory services. He is currently an Investment Advisor Representative with Westpark Wealth Advisors, Inc. in Houston, TX, and has also worked at Calton & Associates, Inc. since 2017 and IMS Securities, Inc. from 2012 to 2017. In addition to his advisory role, Kim is a managing member of JHK Financial and a partner at Lee & Kim CPAs, where he provides CPA and tax services. Westpark Wealth Advisors serves individuals, trusts, estates, pension and profit-sharing plans, and business entities with investment advisory and financial planning services. The firm employs a variety of strategies, including long- and short-term investing, option writing, and third-party money manager arrangements, with many client assets managed on a non-discretionary basis requiring client trade approval.

Jason Scarcella is a financial advisor at The Advisory Resource Group, LLC with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including SII Investments and Compass Pointe Financial. He is also involved as a fixed insurance agent and owner of Compass Pointe Financial, dedicating limited monthly time to that activity. The Advisory Resource Group, LLC serves individuals, employee-sponsored retirement plans, trusts, and other entities with discretionary and non-discretionary investment management and financial planning. The firm manages approximately $809 million across about 712 client relationships, using a team-based research process and a diversified portfolio approach that includes mutual funds, ETFs, and individual securities.

Brandon Arns is a CFP® with 11 years of industry experience and is currently a financial advisor at WJ Interests, LLC. He has been with the firm since 2014. WJ Interests provides tailored financial planning and discretionary investment management primarily for individual and family clients, as well as corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm focuses on strategic asset allocation and selects third-party money managers to implement security selection, avoiding market timing and leverage unless specifically requested by clients.

Justin Joyce is a financial advisor at Catalyst Wealth Management LLC in Houston, TX, holding a Series 66 designation with three years of industry experience. His professional background includes roles at Innovation Partners LLC and GWN Securities Inc. Outside of advisory services, he is a licensed insurance agent and registered representative, offering clients insurance products and commissionable investment products in a separate capacity. Catalyst Wealth Management LLC provides portfolio management and retirement-plan services to individuals, high-net-worth clients, and employer retirement plans, managing approximately $105 million in assets for about 9,549 clients. The firm delivers its services primarily through turnkey asset management programs and 401(k)/403(b) plan administration, emphasizing non-discretionary management with an advisory role in third-party manager selections.

Robert Haverly is a financial advisor at Goodman Financial Corporation in Houston, TX, holding CFP® and Series 65 credentials with two years of industry experience. His work history includes multiple roles at Goodman Financial since 2022 and prior positions at Greystar, RMS US LLP, Moss Adams, and the University of Houston. Goodman Financial provides discretionary investment management and financial advisory services to individuals, trusts, estates, endowments, corporations, and pension plans. The firm focuses on a fundamental, bottom-up investment process with customized portfolios emphasizing individual equities and bonds to enhance tax efficiency and avoid additional fee layers.

Scott Mcclintic is a CFP® with 40 years of industry experience, currently serving at Early McClintic & McMillan, LLC since 2017. Prior to this, he worked at Raymond James Financial and Raymond James Financial Services, Inc. for a combined 18 years. He is also licensed to sell insurance through unaffiliated companies, receiving commission-based compensation for these activities. Early McClintic & McMillan, LLC provides financial planning, portfolio management, pension consulting, and third-party manager selection for individuals, families, retirement plan sponsors, and foundation trustees. The firm combines quantitative and qualitative analysis with strategic asset allocation and offers wrap-fee separately managed account solutions through its integration with the Raymond James consulting platform.