Pamela Reynoso is a financial advisor with GBM Wealth Management, Inc. in Houston, TX, holding Series 63 and Series 66 credentials and bringing 22 years of industry experience. Her career includes roles at Portafolio Advisory Solutions LLC and several GBM-affiliated entities spanning over a decade. Reynoso also works with Portfolio Investments, Inc., where she has been active since 2016. GBM Wealth Management provides investment advisory and portfolio management services to individuals, high-net-worth clients, trusts, corporations, investment companies, and select institutional clients. The firm offers customized portfolios using fundamental analysis across a range of strategies and serves both U.S. and non-U.S. residents through discretionary and non-discretionary accounts.

Stephen Mchale is a CFP® with 28 years of industry experience, currently serving as a financial advisor at Sovereign Wealth Advisors LLC since 2017. He has also been associated with LPL Financial, LLC since 2014. Outside of his advisory role, he is active as a soccer referee in Houston, TX. Sovereign Wealth Advisors LLC serves individuals, trusts, retirement plans, and corporate clients by 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 third-party manager platforms to meet client needs.

Ashley Trlica is a CFP® professional with six years of industry experience. She has worked at Saxon Financial Group since 2023 and previously spent nine years at Linscomb & Williams Inc. Saxon Financial Group manages approximately $616 million in client assets through a 12-advisor team, serving individuals, trusts, estates, businesses, and retirement plans. The firm offers investment management, financial planning, and retirement-plan advisory services, using a research process based on fundamental and cyclical analysis and maintaining a generally long-term investment orientation.

Michelle Gessner is a CFP®-certified financial advisor with 12 years of industry experience. She is currently with Parkwoods Wealth Partners, LLC and has previously worked at Gessner Wealth Strategies, LLC, Mass Mutual Investors Services, and Guardian Life. She is also a licensed insurance agent through Gessner Wealth Strategies. Parkwoods Wealth Partners serves individuals, qualified retirement plans, nonprofits, foundations, and corporations, providing investment management, retirement plan consulting, and financial planning with an emphasis on long-term, diversified portfolios based on Modern Portfolio Theory and efficient-market principles. The firm offers discretionary and non-discretionary portfolio management alongside educational media and employee financial-wellness programs.

J. Pappas is a financial advisor at Pin Oak Investment Advisors Inc with 26 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Morgan Stanley Private Bank, National Association, Morgan Stanley Smith Barney, and Morgan Stanley & Co. Incorporated from 2008 to 2017. Pin Oak Investment Advisors is an SEC-registered firm managing approximately $672 million for about 302 clients through a five-advisor team. The firm serves individuals, family offices, trusts, estates, charitable organizations, and pooled investment vehicles, offering discretionary portfolio management, financial planning, family office services, and consulting engagements. Their investment approach emphasizes fundamental and cyclical analysis with a focus on longer-term holdings, and they are noted for managing multiple affiliated private funds that constitute a significant part of their business.

Martin Peskin is a financial advisor with Sovereign Wealth Advisors LLC in Houston, TX, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at Morgan Stanley Dw Inc. from 1996 to 2005, LPL Financial since 2005, and has been with Sovereign Wealth Advisors since 2015. 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 combination of analytical methods and offers both discretionary and non-discretionary management, implementing advice through direct management and various sponsored or platform-based programs.

Marc Forn Canabate is a CFA® charterholder currently with Inscription Capital, LLC, where he has been since 2022. His prior experience includes roles at Santander Bank UK and Santander Bank NA, as well as involvement with Bluecap and Search Fund Accelerator. Outside of his advisory work, he serves as a senior analyst for litigation finance funds and a resale investment service, contributing to fund materials, financial modeling, and client coordination. Inscription Capital manages approximately $1.56 billion in client assets, serving individual clients, family offices, trusts, estates, and private foundations. The firm offers comprehensive financial planning and portfolio management through a personalized, committee-driven process emphasizing fundamental analysis and diversified, long-term allocations across various asset types.

Bret Sanders is a financial advisor with Sanders Morris LLC, holding Series 66 and Series 63 licenses and 33 years of industry experience. He has been with Sanders Morris Mundy Inc. since 1992. Sanders Morris LLC provides investment advisory services to individuals, high-net-worth clients, pooled investment vehicles, retirement plan sponsors, trusts, estates, and business entities. The firm offers portfolio management through wrap-fee programs, financial planning, retirement plan investment management, and brokerage and underwriting services, utilizing both discretionary and non-discretionary strategies.

Matthew Kerns is a CFP® and holds a Series 66 license, currently serving as an advisor at Clear Trail Advisors, LLC with five years of industry experience. He previously worked at Steward Partners Investment Solutions, Raymond James Financial Services, and Teak Tree Capital Management. Outside of financial services, he was involved with Escalante Golf, Inc. for six years. Clear Trail Advisors provides investment advisory and planning services to individuals, trusts, retirement plans, and business entities. The firm manages roughly $797 million in discretionary client assets, utilizing a blend of fundamental, technical, and sector analysis combined with multi-asset allocation techniques, direct indexing, ETFs, and alternative investments.

Robert Koort is a CFA® charterholder with 27 years of industry experience. He is currently with Childress Capital Advisors, LLC and previously worked at Goldman Sachs & Co for 18 years and at Appian Way Asset Management / Koort Research for three years. Childress Capital Advisors provides discretionary investment management, financial planning, and consulting services to a diverse client base including individuals, high-net-worth investors, institutions, trusts, qualified purchasers, and retirement plans. The firm employs a multifaceted investment approach that incorporates fundamental and technical analysis, tactical asset allocation, and the use of derivatives and alternative investments where appropriate.

Garrett Hizer is a financial advisor at Segment Wealth Management, LLC in Houston, TX, holding Series 65 and Series 63 licenses with six years of industry experience. His prior roles include positions at Selah Financial Services and Boston Mountain Money Management. Segment Wealth Management provides discretionary and non-discretionary investment management and retirement-plan consulting to individuals, business entities, and various types of trusts and organizations. The firm offers a range of ETF-based strategies combined with actively managed positions and uses derivatives for income and risk management, managing over $2 billion with a small advisory team.

Wendy Korman is a CFP® and PFS™ credentialed advisor with 21 years of industry experience. She has worked at Portfolio Advisory Council, L.L.C. since 2004 and is also associated with Callaway & Associates and the Wendy Ellen Birkinsaw CPA practice. In addition to her advisory roles, she operates a sole practitioner tax preparation and accounting business. Portfolio Advisory Council, L.L.C. serves individual investors, corporations, pension and profit-sharing plans, and charitable institutions, offering financial planning, retirement-plan consulting, and investment management. The firm employs a growth-and-income strategy and manages diversified portfolios including mutual funds, ETFs, stocks, bonds, options, and REITs.

Jillian Nel is a CFP® with 18 years of industry experience, currently serving as Director of Financial Planning at Inscription Capital, LLC. She has held roles at Emerson Equity LLC and Purshe Kaplan Sterling Investments and has been involved with Inscription Capital since 2019. Nel is also an academic director and instructor for the CFP® program at the Glasscock School for Continuing Studies at Rice University. Inscription Capital serves individual and institutional clients, including high net worth individuals, family offices, trusts, and private foundations, managing approximately $1.56 billion in assets. The firm offers comprehensive financial planning and portfolio management through a personalized, committee-driven investment process that incorporates a range of asset classes and implementation options.

Allison Brand is a CFP® professional at Inscription Capital, LLC with one year of industry experience. Her prior roles include positions at Connors Wealth Management, Oak Harvest Financial Group, Houston ISD, and Bama Bounders. Inscription Capital, LLC provides holistic financial planning and investment management services to individuals, family offices, trusts, estates, private foundations, and retirement plans. The firm manages approximately $2.05 billion in assets and employs a long-term, fundamental investment approach implemented by an investment committee that utilizes diversified portfolios including mutual funds, ETFs, structured products, and alternative investments.

Patricio Gomez is a financial advisor at Alterna Wealth Management, Inc. in Houston, TX, holding a Series 66 designation with four years of industry experience. Prior to joining Alterna Wealth Management, he was involved in real estate with Bright Lakes and is the owner of House of Regent LLC, a real estate management company. Alterna Wealth Management provides investment advisory and portfolio management services to individuals, high-net-worth clients, trusts, estates, institutions, and charitable organizations, emphasizing a disciplined, global approach to asset allocation and diversification through quantitative analysis and dynamic investment models.

Sonia Joao is a financial advisor at Robertson Investment Management with six years of industry experience. She holds a Series 65 designation and has worked previously at Sizemore Capital Management LLC, First Allied Securities, Inc., and Barrington Financial Advisors, Inc. Sonia is based in Houston, TX. 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 range of investment strategies, including fundamental, technical, and cyclical analysis, and utilizes both discretionary authority and third-party managers.

Ericka Jones is a financial advisor with Catalyst Wealth Management LLC in Houston, TX, holding Series 63 and Series 65 licenses and six years of industry experience. Prior to joining Catalyst, Jones worked at Innovation Partners LLC, GWN Securities, Inc., and Equitable Advisors. Jones is also a licensed insurance agent. 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. The firm delivers advisory services primarily through turnkey asset management programs and 401(k)/403(b) plan administration on a non-discretionary basis.

Philip Moran is a CFP® and ChFC® with 27 years of experience in the financial services industry. He is a principal at Portfolio Advisory Council, L.L.C. in Houston, Texas, where he has worked since 1999. His prior experience includes roles at Mutual Securities, Inc. and Cambridge Investment Research, Inc. Outside of his advisory work, Moran serves as a board member of the SMU Cox School of Business and holds leadership roles with nonprofit organizations including AESC and the KU Alumni Association. Portfolio Advisory Council, L.L.C. provides financial planning and portfolio management services to individuals, corporations, pension and profit-sharing plans, and charitable institutions. The firm employs a growth-and-income investment approach using a range of securities and combines fundamental, technical, and cyclical analysis in its portfolio management.

Donald Sanders is a financial advisor with Sanders Morris LLC in Houston, TX, holding Series 63 and Series 66 licenses and bringing 56 years of industry experience. He has worked with SOF Management, LLC and Sanders Morris Harris Inc. for over three decades. Outside of his advisory roles, he is involved in nonprofit and community organizations including serving on the boards of the Houston Police Officers Pension System and the Harris County Sports Authority, and he owns a local business, Don Sanders Chocolates. Sanders Morris LLC provides investment advisory and related services to individuals, high-net-worth clients, pooled investment vehicles, retirement plan sponsors, trusts, estates, and business entities. The firm offers portfolio management primarily through wrap-fee programs, financial planning, retirement plan investment management, brokerage and underwriting, and insurance placement, implementing strategies using equities, fixed income, ETFs, mutual funds, and alternative investment options.

Desiree Meixueiro Luna is a financial advisor with GBM Wealth Management, Inc. in Houston, TX. She holds Series 63 and Series 65 credentials and has four years of industry experience. Her prior work includes roles at GBM International, Inc. and Grupo Bursátil Mexicano, Casa de Bolsa SA de CV. 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 investors. The firm uses fundamental analysis to construct customized portfolios across a range of strategies and manages both discretionary and non-discretionary accounts, with particular expertise in serving non-U.S. clients.