Liam Fraboulet is a financial advisor at Skybound Wealth USA with one year of industry experience and holds a Series 66 designation. His prior experience includes a role at Edward Jones and various positions during his education at Auburn University at Montgomery, Western New Mexico University, and Coastal Carolina University. 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 primarily manages client assets on a non-discretionary basis.

Dwane Bacak is a CFA® charterholder with 17 years of industry experience. He is currently a financial advisor with Oak Harvest Investment Services in Houston, TX, where he has worked since 2023. Prior to this, he spent 27 years at Invesco. Outside of his advisory role, Dwane serves as Chief Financial Officer at Cement Crafters LLC, providing advice to a furniture manufacturing business started by his family. Oak Harvest Investment Services is a team advisory firm serving individuals, families, high-net-worth clients, and retirement plan sponsors. The firm integrates financial planning and portfolio management using a mix of fundamental, technical, and value/cyclical analysis, and manages client accounts on a discretionary basis.

David Belding is a financial advisor at Ascension Capital Advisors, Inc. in Houston, TX, holding a Series 65 designation and bringing 23 years of industry experience. He previously worked at SAGE HARBOR ADVISORS, INC. (formerly Belding Financial Resources, Inc.) for over two decades before joining Ascension Capital Advisors in 2016. Ascension Capital Advisors provides portfolio management, retirement plan consulting, financial planning, and private placement consulting to individuals, retirement plans, charitable organizations, and small businesses. The firm customizes investment strategies based on client risk tolerance and objectives, employs third-party and separate account managers, and offers educational programs including workshops and financial wellness sessions.

Diane Bambace is a financial advisor at Manske Wealth Management, LLC with six years of industry experience. She holds a Series 65 designation and previously worked at Invesco for four years and Lululemon for five years. Manske Wealth Management provides financial planning, consulting, and discretionary investment management to individuals, trusts, estates, corporations, and business entities. The firm uses a goal-based approach to asset allocation, incorporating fundamental, technical, and cyclical analysis, and manages approximately $608 million in client assets across a seven-advisor team.

Connie Mack is a financial advisor with RIA Advisors in Houston, TX, holding a Series 66 license and 26 years of industry experience. He has worked at Charles Schwab and RIA Wealth Advisors, LLC, and currently serves as managing member and chief compliance officer of Simplevisor, an SEC-registered robo-adviser. Outside of investment advisory roles, Mack owns and operates two insurance agencies and a real estate investment company. RIA Advisors provides fee-based investment management and financial planning to individuals, including high-net-worth clients, as well as institutional retirement plans. The firm employs fundamental and technical analysis within a Modern Portfolio Theory framework and offers services such as fiduciary consulting and participant education for ERISA-qualified plan sponsors.

Francisco Salaverry is a financial advisor at Tanglewood Legacy Advisors, LLC with four years of industry experience. He holds Series 65 and Series 66 licenses and has worked at firms including Wells Fargo Advisor, Morgan Stanley, and Fisher Investments. Tanglewood Legacy Advisors serves individuals, high-net-worth clients, trusts, estates, and charitable organizations, providing portfolio management and financial planning services. The firm uses customized asset allocations primarily implemented with actively managed mutual funds and ETFs, and incorporates less-liquid instruments such as interval funds and structured notes.

Kaitlin Yardley is a CFP® professional with 14 years of experience, currently serving as part of the team at Schaeffer Financial LLC in Houston, TX. She has been with Schaeffer Financial since 2014. Schaeffer Financial serves individuals and families, with a particular focus on federal government employees and foreign nationals holding G-IV visas. The firm provides financial planning, portfolio management, and access to independent third-party portfolio managers, using a process that begins with goal-setting and risk assessment and emphasizes diversified asset allocation and risk management.

Edmund Borgmeier is a financial advisor with Post Oak Private Wealth Advisors in Houston, TX, holding a Series 66 designation and 25 years of industry experience. His career includes roles at Wells Fargo Clearing and UBS Financial Services, as well as operating a sole proprietorship. Outside of advisory work, he is involved in managing a non-investment related business, Belogden Holdings, LLC, alongside his spouse. Post Oak Private Wealth Advisors is a team-based registered investment adviser serving individuals, institutions, trusts, estates, and business entities. The firm manages approximately $391 million across 376 client accounts, employing an investment approach focused on value, safety, quality, and risk control, with offerings that include discretionary portfolio management, financial planning, and access to model and managed-account solutions.

Matthew Miller is a financial advisor at Awaken Wealth Partners LLC with 14 years of industry experience. He previously worked at Thrivent Advisor Network, LLC and Thrivent Financial for Lutherans. Outside of his advisory work, he serves as a board member for the Villaggio Homeowners Association in Houston and is a deacon at Themet Church. Awaken Wealth Partners is an SEC-registered investment adviser that provides financial planning, discretionary investment management, and retirement plan advisory to individuals, high net worth clients, estates, and trusts. The firm customizes portfolios based on client objectives, employing fundamental analysis and a primarily long-term investment approach while maintaining flexibility for shorter-term trades.

Jessica Cannella is a Series 65-licensed financial advisor with Oak Harvest Investment Services in Houston, TX, where she has worked for eight years. She is also affiliated with Oak Harvest Financial Group, with sixteen years of industry experience. Outside of advisory services, she is active as an insurance agent, selling annuities, life, health, and long-term care coverage through various unaffiliated insurance companies. Oak Harvest Investment Services is a team advisory firm serving individuals, families, high-net-worth clients, and retirement plan sponsors with portfolio management, financial planning, consulting, and plan-sponsor services. The firm integrates financial planning, risk profiling, and portfolio monitoring into its discretionary asset-allocation process and also advises an open-end mutual fund while providing educational seminars and online investor resources.

Marium Murphy is a CFP® professional at Post Oak Private Wealth Advisors with four years of industry experience. She previously worked at Mosaic Advisors and Northwestern Mutual and has held roles in education at the University of Houston and Westside High School. Murphy is also an independent insurance agent in a non-investment capacity. Post Oak Private Wealth Advisors serves individuals, institutions, pension and profit-sharing plans, trusts, estates, and business entities, offering portfolio management, financial planning, and educational seminars. The firm emphasizes value, safety, and risk control, utilizing a mix of equities, fixed income, mutual funds, ETFs, options, and multi-asset class strategies selected through a proprietary research process.

David Marion is a CFA® charterholder with 14 years of industry experience. He has worked at Post Oak Private Wealth Advisors since 2025 and previously spent 11 years at Santa Fe Advisors, LLC. Post Oak Private Wealth Advisors serves individuals, including high-net-worth clients, as well as institutions, pension and profit-sharing plans, trusts, estates, and business entities. The firm offers discretionary and non-discretionary portfolio management, financial planning, and educational seminars, managing approximately $282 million in discretionary assets with a focus on value, safety, quality, and risk control.

Nicholas Brown is a Certified Financial Planner (CFP®) and Chartered Financial Analyst (CFA®) with 11 years of industry experience. He has been with Granite Harbor Advisors, INC. since 2015 and also works with Granite Harbor Group. Outside of his advisory role, he is a licensed insurance agent and a partner in an insurance-related business. Granite Harbor Advisors serves individual and high-net-worth clients as well as institutional sponsors, providing asset management, financial planning, and retirement plan consulting. The firm manages portfolios using a range of public and private securities and acts as sponsor and adviser to multiple private funds.

Gregory Shaw is a CFP® professional with 17 years of experience in financial advising, currently serving at Granite Harbor Advisors, Inc. since 2016. He holds the Series 66 designation and is based in Houston, TX. Outside of his advisory role, he owns Brazos Property Solutions LLC, a business focused on purchasing, rehabbing, and reselling real estate. Granite Harbor Advisors works with individual and high-net-worth clients as well as institutional sponsors, offering services that include asset management, financial planning, and retirement plan consulting. The firm manages portfolios with a mix of public and private securities and also sponsors multiple private funds managed through related entities.

Patricio Arias Sartorius is a financial advisor with Monex Asset Management, Inc., holding a Series 66 designation and four years of industry experience. He has been with Monex Asset Management since 2023 and has worked at Monex Securities, Inc. since 2020. Outside of his advisory roles, he has experience in academia, having worked at the University of Houston since 2019. Monex Asset Management provides discretionary and non-discretionary investment advisory and consulting services to individuals, high-net-worth clients, corporations, trusts, estates, and charitable organizations. The firm employs a mix of fundamental, technical, and charting analysis across a broad range of products and offers both direct management and sub-advisory services.

Edward Rossi is a CFP® with 33 years of industry experience and is currently an advisor at Oak Harvest Investment Services, where he has worked since 2020. His prior experience includes roles at E*TRADE Capital Management, Financial Engines Advisors, Edelman Financial Services, Charles Schwab, and PNC Wealth Management, among others. Rossi is also an insurance agent with Oak Harvest Insurance Services, recommending and selling insurance products including annuities and life insurance. Oak Harvest Investment Services is a team advisory firm serving individuals, families, high-net-worth clients, and retirement plan sponsors with portfolio management, financial planning, and consulting. The firm integrates financial planning and risk profiling into discretionary asset management across various investment vehicles and also advises the Oak Harvest Long/Short Hedged Equity Fund.

Cameron Mc Ilhenny is a financial advisor at Granite Harbor Advisors, Inc. with four years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at Purshe Kaplan Sterling Investments, Oakwood Capital Securities, and Dock Automotive Group. 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 manages portfolios using a range of public and private securities and sponsors multiple private funds alongside related advisory entities.

Danny Hill is the president of D.H. Hill Advisors, Inc. and holds a Series 63 designation. He has 41 years of experience in the financial services industry, including roles at D.H. Hill Advisors since 1998 and D.H. Hill Securities since 1996. Outside of his advisory work, he is a licensed Texas real estate broker and serves in management roles for several energy-related and private equity companies. D.H. Hill Advisors provides financial planning and portfolio management to individuals, employer-sponsored retirement plans, foundations, and institutional clients. The firm offers a range of services including discretionary and non-discretionary investment management and supports independent Investment Adviser Representatives through two operating platforms that use both tactical asset allocation and a mix of active and passive strategies.

Matthew Powalski is a financial advisor at JCP Investment Management, LLC in Houston, TX, holding a Series 65 designation with five years of industry experience. His prior roles include positions at family offices McNair Interests and Capital Technologies, as well as PKF Texas. JCP Investment Management provides discretionary investment management to high-net-worth clients through pooled investment vehicles, sub-advised funds, and separately managed accounts. The firm uses a combination of fundamental and cyclical analysis alongside active trading strategies, tailoring portfolio construction and trade allocations to each client’s specific fund or account.

Ryan Christensen is a CFP® and holds a Series 66 license with eight years of industry experience. He has worked at Awaken Wealth Partners LLC since 2026 and previously held roles at Thrivent Financial, Park Avenue Securities, and Guardian Life Insurance Company. In addition to his advisory work, he spends approximately 10% of his time each month engaged in insurance sales. Awaken Wealth Partners is an SEC-registered investment adviser serving individuals, high net worth individuals, estates, and trusts. The firm offers financial planning, discretionary investment management, and retirement plan advisory, managing approximately $237.3 million in discretionary assets with a focus on fundamental analysis and a long-term investment approach.