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 industry experience, currently with Adell, Harriman & Carpenter in Houston, TX. His prior roles include positions at RBC Capital Markets, UBS Financial Services, and USCA Securities. Adell, Harriman & Carpenter specializes in customized investment management and financial planning for high-net-worth individuals and related entities. The firm manages assets primarily on a discretionary basis, with an investment approach overseen by an internal committee that employs fundamental analysis and maintains a disciplined multi-year investment horizon.

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.

Lingyun Yang is a financial advisor at RHP Wealth Management in Houston, TX, holding a Series 66 designation with less than one year of industry experience. Prior to joining RHP Wealth Management, Yang held roles at Equitable Advisors, LLC and Royal Harbor Partners, LLC, among others. RHP Wealth Management is a five-advisor team managing approximately $345 million in discretionary assets, serving individuals, trusts, estates, charitable organizations, corporations, and other business entities. The firm employs a diversified, tax-aware investment approach with discretionary portfolio management and offers a range of wealth management services including financial planning and retirement plan consulting.

Rachel Kleinman is a CFP® and holds a Series 66 license with 10 years of industry experience. She currently works at Burkholder Wealth Management and previously spent significant time at Dimensional Fund Advisors. Kleinman was also briefly employed at Backflip in 2022. Burkholder Wealth Management serves individuals, pension plans, and charitable organizations by providing discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs tailored investment strategies based on fundamental analysis and modern portfolio theory, primarily recommending mutual funds and ETFs while offering some option-based covered-call strategies.

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.

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®, ChFC®, and Series 63-licensed advisor with 29 years of industry experience. He is based in Houston, TX, and has previously worked at Financial Synergies Wealth Advisors, Inc. from 1997 to 2004. Booker is currently part of the advisory team at Financial Synergies. Financial Synergies serves individuals, retirement plans, trusts, estates, charitable organizations, and businesses with discretionary and non-discretionary investment management and comprehensive financial planning. The firm uses a diversified asset-allocation approach featuring no-load mutual funds, ETFs, individual equities, bonds, structured products, and digital assets, and offers performance-based fee arrangements for eligible clients.

Megan Cline is a financial advisor at Financial Synergies with a Series 65 designation and two years of industry experience. She previously worked at Willis Johnson & Associates and Verus Financial Group. Financial Synergies serves individuals, retirement plans, trusts, estates, charitable organizations, and corporate clients by providing investment management, financial planning, and held-away account advisory services. The firm uses diversified, allocation-driven portfolios and incorporates third-party platforms and sub-advisors to tailor solutions for clients.

Anthony Garcia is a financial advisor at Trinity Legacy Partners, LLC in Houston, TX, holding a Series 66 designation with 16 years of industry experience. He has been with Trinity Legacy Partners since 2012 and is an indirect owner of Trinity Legacy Alternative Strategies, LLC, a subsidiary involved in managing a private pooled investment vehicle. Trinity Legacy Partners is a fee-only, SEC-registered investment adviser serving individuals, trusts, estates, corporations, and charitable organizations. The firm provides discretionary portfolio management, financial planning, and investment consulting, including management of a private options-based fund offered to accredited clients.

William Sutton Jr. is a financial advisor with Portfolio Advisory Council, L.L.C., holding a Series 63 designation and over 42 years of industry experience. He has worked at Mutual Securities, Inc. and Cambridge Investment Research, Inc., and has been with Portfolio Advisory Council since 1986. In addition to his advisory role, he is a licensed real estate broker and manages a bed and breakfast through Almondy Inn Management, LLC. Portfolio Advisory Council, L.L.C. serves individual investors, corporations, pension plans, and charitable institutions by providing financial planning, retirement-plan consulting, and ongoing investment management. The firm follows a growth-and-income investment strategy, utilizing fundamental, technical, and cyclical analyses to construct tailored portfolios managed primarily on a discretionary basis.

Elijah Lopez is a financial advisor at Manske Wealth Management, LLC in Houston, TX, holding a Series 65 designation with eight years of industry experience. He has been with Manske Wealth Management since 2015. Manske Wealth Management provides 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 and employs a goal-based investment approach, incorporating fundamental, technical, and cyclical analysis in constructing tailored portfolios.

Thomas Staerker is a financial advisor at Saxon Financial Group with eight years of industry experience. He holds a Series 66 designation and previously worked at Raymond James Financial Services and Atlantes Goeconsulting LLC. Outside of his advisory role, he is the managing partner of Staerker Brothers LLC and has a referral arrangement with a local CPA firm. Saxon Financial Group manages approximately $616 million in client assets through a team of 12 advisors, serving individuals, trusts, estates, businesses, and retirement plans. The firm offers investment management, financial planning, and retirement-plan advisory services with a portfolio approach that includes mutual funds, ETFs, individual stocks, options, fixed income, alternative investments, and independent managers.

Maco Fowlkes is a CFP® and ChFC® with 37 years of industry experience. He is principal and investment adviser representative at Branson Fowlkes & Co Inc and has been associated with the firm and its affiliates since 1991. Fowlkes also serves as assistant secretary on the West Harris County Municipal Utility District 5 board. Branson, Fowlkes & Company provides investment advisory and financial planning services to individuals, families, trusts, estates, charitable organizations, and small- to medium-sized businesses. The firm employs a multi-level diversification strategy combining asset-class allocation with diversification across investment styles and manager selections, often implementing client plans on a discretionary basis using active trading and cash management.

Jamie Staggs is a CFP® professional affiliated with Lifestyle Wealth, with six years of industry experience. Jamie has held roles at firms including Cetera Advisors LLC and First Allied Securities, INC. Outside of advisory work, Jamie serves as an administrative assistant at Lifestyle Asset Management, supporting financial planning activities. Lifestyle Wealth serves individuals, high-net-worth clients, retirement plans, trusts, corporations, and other registered investment advisers. The firm offers discretionary and non-discretionary portfolio management, financial planning, pension consulting, and sub-advisory services, employing a personalized approach that incorporates proprietary and third-party models.

Richard Kaplan is a financial advisor at Inscription Capital, LLC with 29 years of industry experience. He holds Series 63 and Series 65 designations and previously worked for Legacy Asset Securities, Inc. and Legacy Asset Management, Inc. Outside of his advisory role, Kaplan has served as treasurer of the board for Emery Weiner School and is involved with the Holocaust Museum Houston and Congregation Beth Israel in various financial and committee roles. Inscription Capital, LLC provides holistic financial planning and investment management services to individuals, family offices, trusts, estates, private foundations, and retirement plans. The firm emphasizes individualized, long-term fundamental investment approaches and offers diversified portfolios managed by an investment committee using a variety of asset types and implementation channels.

Bretton Williams is a CFP® professional with 26 years of industry experience, currently serving as an advisor at Saxon Financial Group. His prior experience includes 12 years at Raymond James Financial and Raymond James Financial Services, Inc. He also serves as Secretary and Treasurer of the Villas of Hempstead Homeowners Association in Houston, TX. 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 constructs model-based and customized portfolios with a long-term focus, using a range of investment vehicles including mutual funds, ETFs, equities, options, fixed income, and alternatives.