Salomon Lahana is a financial advisor at Banorte Asset Management, Inc. with 13 years of industry experience. He holds Series 63 and Series 66 licenses. His prior roles include positions at PNC Bank, BBVA Wealth Solutions Inc., and Invex Advisors LLC. Banorte Asset Management, Inc., operating as Banorte Wealth Advisors, provides discretionary and non-discretionary portfolio management to individuals, high-net-worth clients, trusts, estates, charitable organizations, and corporations. The firm offers customized portfolios and model strategies ranging from fixed income to global equities, serving a largely international client base with a focus on Latin America.

James Ratliff is a CFP® and ChFC® with 20 years of industry experience, currently serving at RIA Advisors. His prior work includes roles at RIA Global Research LLC, RIA Wealth Advisors, LLC, Clarity Financial, LLC, and J.P. Morgan Securities LLC. He is an owner of SimpleVisor, a registered SEC robo investment adviser. RIA Advisors provides fee-based portfolio management and financial planning to individuals, charitable organizations, small businesses, and tax-qualified retirement plans. The firm manages approximately $1.53 billion in client assets and employs a blended investment approach incorporating fundamental and technical analysis, value investing, and Modern Portfolio Theory.

Christopher Winters is a financial advisor at Burke Wealth Management, LLC with seven years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at JPMorgan Securities LLC, JPMorgan Chase Bank NA, and Captrust Financial Advisors. Winters is based in Houston, TX. Burke Wealth Management provides discretionary portfolio management primarily to individual and high-net-worth clients, as well as trusts, retirement plans, charitable organizations, and other investment advisers. The firm focuses on a concentrated, long-term growth strategy targeting high-quality, large-cap companies and offers both equity and balanced growth options.

Thomas Callahan is a Series 65-licensed financial advisor with 12 years of industry experience. He is affiliated with Callahan Advisors, LLC, where he has worked since 2012. 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 manages approximately $1.2 billion in assets across about 425 client accounts, focusing on U.S.-listed equities supplemented by fixed income and ETFs, with portfolio decisions guided by client risk tolerance and long-term objectives.

Xianyuan Hoover is a CFA® charterholder and holds a Series 65 license with one year of industry experience. They have worked at Willis Johnson Wealth since 2024 and previously spent seven years at Franklin Templeton Investment Management. Willis Johnson Wealth provides comprehensive financial planning and investment management primarily for corporate professionals, executives, and high-net-worth individuals and their families. The firm employs an evidence-based, tax-aware investment approach and offers a range of model strategies along with tailored solutions, supported by in-house CPA tax services and specialized client programs.

Sunkee Wong is a financial advisor at Catalyst Wealth Management LLC in Houston, TX, holding a Series 66 designation with less than one year of industry experience. Prior to joining Catalyst, Wong held positions in various companies including Innovation Partners LLC and Amvine Inc. Catalyst Wealth Management LLC serves individuals, high-net-worth clients, and employer retirement plans, managing approximately $105 million in assets for about 9,549 clients. The firm focuses on portfolio management and retirement-plan services delivered primarily through turnkey asset management programs and 401(k)/403(b) plan administration with a non-discretionary management approach.

Antonio Castillo is a CFP® and holds a Series 65 license with four years of industry experience. He has worked at Goodman Financial Corporation since 2023 and previously held roles at RWM Capital, Bellaire Capital Management, and Garrett Investment Advisors. Before entering the financial advisory field, he spent 14 years at CEMEX Inc. Goodman Financial Corporation provides discretionary investment management and supplemental financial advisory services to individuals, trusts, endowments, corporations, and retirement plans. The firm manages approximately $865 million across 275 client relationships using a customized, risk-aware investment process that emphasizes direct equity and bond purchases combined with fundamental and macroeconomic research.

Casey Wolff is a financial advisor at The Advisory Resource Group, LLC with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including SII Investments and Compass Pointe Financial, LLC. Wolff is based in Houston, TX. The Advisory Resource Group serves individuals, high-net-worth clients, retirement plans, trusts, and other entities, offering investment management and financial planning services. The firm uses a team-based research process and constructs portfolios from mutual funds, ETFs, and individual securities, managing approximately $809 million across about 712 client relationships.

Nicholas Casanova is a CFP® and holds a Series 65 license with experience at Willis Johnson Wealth since 2026. His prior work includes roles at Oak Harvest Financial Group from 2023 to 2026 and positions outside the financial industry, including The Color Factory and BrandNation. Willis Johnson Wealth serves corporate professionals, executives, and high-net-worth individuals with comprehensive financial planning and investment management. The firm employs an evidence-based, tax-aware investment approach with multiple model strategies and offers in-house CPA tax services and private market investment access.

Craig Sims is a financial advisor with WESTPARK WEALTH Advisors, Inc., holding a Series 65 designation and seven years of industry experience. He is also the owner of Sims & Co., a CPA firm he founded in 1995. 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 various investment strategies and offers portfolio management through wrap-fee programs and third-party managers, managing approximately $229.3 million in assets as of December 31, 2024.

Keith Fenstad is a CFP® professional with 12 years of industry experience, currently serving at Tanglewood Total Wealth Management, Inc. in Houston, TX. He has been with the firm since 2002, contributing to its team of nine advisors. Tanglewood Total Wealth Management serves individuals, high-net-worth clients, and institutional and retirement-plan clients, offering discretionary portfolio management alongside wealth-planning services. The firm employs a customized asset-allocation process using mutual funds, ETFs, and individual bonds, providing regular performance reporting and accommodating client-directed strategies such as tax-aware accounts and targeted gold allocations.

Hunter Coday is a CFP® with five years of industry experience, currently serving as an advisor at Goodman Financial Corporation. He has worked at Goodman Financial since 2020 and previously spent time at The Financial Advisory Group, Inc. in 2019. Goodman Financial Corporation provides discretionary investment management and targeted financial advisory services to individuals, trusts, estates, endowments, corporations, and pension plans. The firm emphasizes a fundamental, bottom-up investment process with customized portfolios largely focused on individual equities and bonds to enhance tax efficiency and income predictability.

Brede Klefos is a financial advisor at Sanders Morris LLC with 46 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Sanders Morris Harris LLC since 2017, following five years at Wunderlich Securities, Inc. He serves as the Honorary Chairman Emeritus of the U.S. Fund for UNICEF, a nonprofit organization. Sanders Morris LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high net worth families, retirement plans, trusts, estates, and corporations. The firm primarily manages portfolios on a discretionary basis through wrap-fee programs, utilizing third-party portfolio managers and model portfolios to offer diversified investment allocations tailored to client objectives and risk tolerance.

Patrick Smith is a financial advisor at Lavaca Capital, LLC with 16 years of industry experience. He holds a Series 66 designation and has previously worked at Raymond James and Associates. Lavaca Capital provides investment advisory and sub-advisory services to a selective client base that includes asset managers, registered investment advisers, family offices, high-net-worth individuals, and institutional investors. The firm employs a flexible investment approach across equities, fixed income, and derivatives, with a focus on option strategies for both hedging and return generation.

Kumar Patel is a financial advisor at Skybound Wealth USA with a Series 65 credential and two years of industry experience. His prior roles include positions at nCino, ComplyAdvantage, Timeline, and DeVere USA, as well as consultancy work throughout much of his career. Skybound Wealth USA provides investment management and financial planning services to individuals, families, retirees, and internationally mobile clients. The firm specializes in UK pension transfer advisory and estate-planning coordination, utilizing a centralized investment governance framework that combines institutional-grade ETFs, selective active funds, and structured product diversifiers.

Kristy Groth is a financial advisor with Precedent Wealth Partners, LLC and holds one year of industry experience. She has worked at Valmet since 2015, where she serves as a quality manager overseeing production in the manufacturing of coating solutions. Precedent Wealth Partners is a four-advisor team managing approximately 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, with a distinct focus on participant education and seminar-style outreach in its retirement plan consulting.

Andy Thornton Jr. is a financial advisor at The Clarus Group with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has held roles at Raymond James Financial and Kingswood Capital Partners. Outside of advisory work, he is president of Thornton Wealth Group, which handles office operations and payroll. The Clarus Group provides discretionary investment management and comprehensive wealth management services to individuals, trusts, estates, businesses, and retirement plans. The firm uses customized portfolios focused on absolute return, capital preservation, income generation, tax minimization, and cash management, employing a broad range of investment vehicles with a generally long-term approach.

Robert Wyrick, Jr. is a financial advisor at Post Oak Private Wealth Advisors in Houston, TX, with 28 years of industry experience. He has been with Post Oak since 2012 and operated as a sole proprietor from 2009 to 2019. Wyrick holds Series 63 and Series 65 licenses. 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, emphasizing value, safety, and risk control through a mix of equities, fixed income, mutual funds, ETFs, options, and proprietary multi-asset class strategies.

Neeraj Hingorani is a CFP® and CFA® with one year of experience at Scott & Selber, Inc. Capital Management. He has been involved with Gramercy Asset Management LLC since 2014 and serves as a managing member overseeing property management operations unrelated to investment activities. Scott & Selber, Inc. Capital Management provides discretionary portfolio management to individuals, high-net-worth clients, corporate pension and profit-sharing plans, charitable institutions, foundations, and endowments. The firm focuses on publicly traded securities, applying fundamental research and an internal buy-and-sell model to guide investment decisions.

Richard Saxon is a financial advisor at Saxon Financial Group in Houston, TX, with 26 years of industry experience. He holds Series 63 and Series 65 credentials and has been involved with Saxon Financial Group and related entities since 2005, as well as Raymond James Financial. Outside of advisory work, he owns agricultural land which he leases and manages for tree cultivation. 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, employing fundamental and cyclical analysis, and utilizes institutional custodial relationships for execution and reporting.