Michael Bishop is a financial advisor at Branson, Fowlkes & Company, Inc. in Houston, TX, with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Triad Advisors, Inc. for 14 years. Bishop serves as a board member for Harris County Municipal Utility District No. 58. Branson, Fowlkes & Company provides investment advisory and financial planning services to individuals, families, trusts, estates, charitable organizations, and small- to medium-sized businesses, as well as pension and profit-sharing plans. The firm employs a strategic, multi-level diversification approach called "D³ The Power of Diversification," combining asset-class allocation with multiple investment styles and manager selections, and utilizes both fundamental and technical analysis in its portfolio management.

Jason Burdine is a financial advisor at Post Oak Private Wealth Advisors in Houston, Texas, with 21 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at firms including Investment Professionals, Inc., LPL Financial LLC, and Incomar Investments, LLC. Outside of his advisory role, he advises on school curriculum through a separate educational business. Post Oak Private Wealth Advisors serves individuals, institutions, and various plan types with portfolio management, financial planning, and educational seminars. The firm manages approximately $282 million in discretionary assets, employing a value- and risk-focused investment philosophy that incorporates a mix of equities, fixed income, mutual funds, ETFs, options, and proprietary manager research.

Andrew Casey is a CFP® with two years of industry experience, currently serving as a financial advisor at Precedent Wealth Partners, LLC in Houston, TX. Prior to joining Precedent Wealth Partners, he worked at LJA Engineering, Inc. for six years in various roles. Precedent Wealth Partners manages roughly half a billion dollars for about 165 clients, including individuals, trusts, estates, corporations, and retirement plans. The firm employs a committee-driven investment process that combines asset allocation, active and passive management, and third-party managers accessed through a TAMP, and emphasizes participant education and seminar-style outreach in its retirement plan consulting.

Neil Linden II is a financial advisor at TIP Group LLC in Houston, TX, holding a Series 65 credential with one year of industry experience. Before joining TIP Group, he worked at The Fitzpatrick Group and Amerus Financial, as well as spending nine years at Cloudera, Inc. TIP Group LLC provides portfolio management and financial planning services to individuals, high-net-worth clients, and business entities. The firm combines fundamental analysis, modern portfolio theory, and technical analysis to guide investment decisions and offers both discretionary and non-discretionary management.

Blake Pratz is a financial advisor with ICON Wealth Partners in Houston, TX, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has worked with Icon Wealth Advisors since 2016 and is also associated with Purshe Kaplan Sterling Investments, Inc. Mr. Pratz is licensed as an insurance agent, dedicating a small portion of his time to insurance sales. ICON Wealth Advisors provides wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and ERISA plans. The firm employs a primarily long-term investment approach that combines fundamental and technical analysis, emphasizing low-cost ETFs and customized portfolio allocations aligned with client goals and risk tolerance.

Marco Razo Torres is a financial advisor at Alterna Wealth Management, Inc. in Houston, TX, holding a Series 66 designation with four years of industry experience. His prior roles include positions at Alterna Securities Inc. and academic appointments at the University of Incarnate Word and the University of Indianapolis. Alterna Wealth Management provides investment advisory and portfolio management services to individuals, high-net-worth clients, trusts, estates, institutions, and charitable organizations, serving a significant number of clients outside the United States. The firm employs a disciplined, global approach to asset allocation and diversification, using dynamic models and combining quantitative analysis, technical methods, and an in-house trading desk to construct portfolios.

Jeff Peskin is a financial advisor with Sovereign Wealth Advisors LLC in Houston, TX, holding the Series 66 designation and 26 years of industry experience. He has worked at Sovereign Wealth Advisors since 2015, at LPL Financial since 2005, and earlier at Morgan Stanley from 2000 to 2005. Sovereign Wealth Advisors LLC provides investment advisory and financial planning services to individuals, trusts, retirement plans, and other entities. The firm manages diversified portfolios using various analytical methods and offers both discretionary and non-discretionary management, implementing advice through multiple sponsored programs and third-party managers.

James Mccarthy is a financial advisor with The Clarus Group in Houston, TX, holding a Series 63 designation and 55 years of industry experience. His prior roles include positions at Kingswood Capital Partners, The Noble Group, and Raymond James across multiple entities from 1994 to 2020. The Clarus Group provides wealth management and discretionary investment management services to individuals, trusts, estates, businesses, and retirement plans. The firm employs customized investment models focused on objectives such as absolute return, capital preservation, income generation, and tax minimization, utilizing ETFs, mutual funds, and other instruments with a generally long-term investment approach.

Hoang Khoi Ly is a financial advisor at Manske Wealth Management, LLC in Houston, TX, holding Series 63 and Series 65 licenses with five years of industry experience. His background includes roles at Invesco, Nordstrom, and Nava Real Estate. Manske Wealth Management provides financial planning, consulting, and discretionary wealth and portfolio management to individuals, trusts, estates, corporations, and business entities. The firm employs a multi-method investment analysis approach and tailors portfolios to client-specific objectives rather than standard market benchmarks.

Marcelo Andres Gomez is a CFP® with 11 years of industry experience, currently serving at Banorte Asset Management, Inc. since 2023. His prior experience includes roles at Truist Advisory Services, Inc. and Actinver Securities, Inc. He is co-founder and advisor of ZAFE, an insurance deductible financing business. 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 through its BAM Traditional and BAM Digital programs, serving a primarily international clientele with a notable presence in Latin America.

Christopher Hassell is a financial advisor at 15 Wealth Advisors LLC in Houston, TX, holding a Series 66 designation with five years of industry experience. His career includes roles at LPL Financial LLC, TSFG, LLC, and VALIC Financial Advisors Inc. Outside of his advisory work, he is the owner of Cafe Siena, a coffee business. 15 Wealth Advisors is a registered investment adviser that provides discretionary portfolio management, financial planning, and employer-focused services such as retirement plan consulting. The firm builds customized portfolios using a combination of fundamental, quantitative, technical, and modern portfolio theory analyses, typically recommending ETFs and occasionally engaging third-party managers.

Diana Castro is a CFP® and holds a Series 65 license with six years of industry experience. She has worked at Goodman Financial Corporation since 2018, following a four-year tenure at Forum Energy Technologies, Inc. Goodman Financial Corporation provides discretionary investment management and targeted financial advisory services to individuals, trusts, estates, endowments, corporations, and pension plans. The firm employs a fundamental, bottom-up investment process with customized portfolios focused on direct holdings in equities and bonds to enhance tax efficiency.

Adam Patten is a financial advisor at Prota Financial with five years of industry experience. He holds a Series 66 designation and previously worked at Thrivent Financial and Thrivent Investment Management Inc. Prior to his financial career, he served 14 years in the US Army. Prota Financial provides discretionary investment management and financial planning 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.

Michael Wachsler is a financial advisor at Vertrix Wealth Management, LLC in Houston, TX, holding a Series 66 designation with 28 years of industry experience. His prior roles include positions at Greystone Financial Group, Polaris Greystone Financial Group, Scottrade, RJ Capital, Mercer Global Advisors, and Century Management Financial Advisors. Vertrix Wealth Management serves individuals, trusts, estates, small businesses, and employer-sponsored retirement plans, providing comprehensive portfolio management and retirement plan consulting. The firm employs a tactical, risk-management oriented investment approach that integrates fundamental and technical analysis, macroeconomic and market-sentiment indicators, and dynamic asset allocation.

Douglas Yauger is a financial advisor with Sovereign Wealth Advisors LLC in Houston, TX, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has been with Sovereign Wealth Advisors since 2015 and has concurrently worked at LPL Financial since 2008. Sovereign Wealth Advisors serves individuals, trusts, retirement plans, and corporate clients by providing portfolio management, financial planning, retirement-plan consulting, and educational seminars. The firm combines fundamental and technical analysis with a range of investment strategies and offers clients access to sponsored advisory programs and third-party manager platforms.

Richard Wiesner is a financial advisor at Haven Wealth Group in Cypress, TX, holding a Series 65 designation with 12 years of industry experience. He previously retired from 2009 to 2018 before joining his current firm. Haven Wealth Group provides discretionary investment management and comprehensive financial planning for individuals, foundations, pension and 401(k) plans, and corporations. The firm emphasizes direct selection of individual stocks and bonds, tailoring asset allocations to clients’ risk tolerance, cash-flow needs, and values.

Joaquin Sanchez Hernandez is a CFA® charterholder with 30 years of industry experience. He is currently affiliated with Banorte Asset Management, Inc., where he has worked since 2026. His prior positions include roles at BBVA Global Wealth Advisors, PNC Investments, and various BBVA entities. He is also involved with BBVA Global Wealth Insurance, Inc. as an insurance agent and receives referral fees from this activity. Banorte Asset Management, Inc. serves individual and high-net-worth clients, including trusts, estates, and business entities, with a focus on Latin American clients, particularly Mexican citizens. The firm offers discretionary and non-discretionary portfolio management through traditional and digital advisory programs, employing a range of investment vehicles and customized portfolio allocations.

Donna Medcalf is a financial advisor at Callahan Advisors, LLC with 19 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Granite Harbor Advisors, INC., D.H. Hill Securities, LLLP, and Asset Management Advisors. Callahan Advisors, LLC provides discretionary investment management primarily to individuals, including high-net-worth clients, as well as charitable organizations, foundations, trusts, estates, and retirement accounts. The firm emphasizes U.S.-listed equity securities alongside corporate and government debt, ETFs, and money market funds, tailoring portfolios based on client risk tolerance and long-term goals.

Mark Easley is a financial advisor at E & G Advisors, LLC in Houston, TX, with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has been with E & G Advisors since 2003. Outside of his advisory role, Easley serves as a city municipal judge in Hedwig Village and Hunters Creek, Texas. E & G Advisors, LP provides discretionary portfolio management and retirement-plan advisory services to individuals, family limited partnerships, trusts, estates, corporations, and charitable organizations. The firm employs a Modern Portfolio Theory-based investment approach with a macroeconomic overlay and fundamental analysis, managing approximately $608 million in discretionary assets.

Robert Coffman is a financial advisor with TIP Group LLC based in Houston, TX. He holds Series 63 and Series 65 licenses and has one year of industry experience. His prior work includes roles at Fitzpatrick Group and Novum Energy Trading Inc., among others. TIP Group LLC provides ongoing portfolio management and financial planning services to individuals, high-net-worth clients, and business entities. The firm employs a combination of fundamental analysis, modern portfolio theory, and technical analysis to support long-term trading and asset allocation decisions.