Cody Wainscott is a financial advisor at Endeavor Advisors, LLC in Houston, TX, holding a Series 65 designation with one year of industry experience. His prior experience includes roles at Stenger Family Office, Haynie & Company, LLP, and RSM US, LLP. Endeavor Advisors serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans with discretionary investment management, family office and wealth management, and financial planning. The firm employs primarily long-term investment strategies using a mix of individual securities, independent managers, and bonds, and operates a family office–style service model with a focus on continuous client contact.

Travis Zimmerman is a financial advisor with TIP Group LLC in Houston, TX, holding a Series 66 license and two years of industry experience. His prior roles include positions at Cetera and IMG Financial Group as well as service in the United States Air Force. He is also a licensed insurance agent for The Fitzpatrick Group. TIP Group LLC provides portfolio management and financial planning services to individuals, high-net-worth clients, and business entities, employing investment strategies based on fundamental analysis, modern portfolio theory, and technical analysis. The firm offers both discretionary and non-discretionary management along with a structured fee schedule and works with third-party managers when appropriate.

Jack Wiesen is a financial advisor at ICON Wealth Partners with six years of industry experience. He holds the Series 66 designation and has previous experience with firms including Purshe Kaplan Sterling Investments and Morgan Stanley. Wiesen is dually registered with Icon Wealth Partners and Purshe Kaplan Sterling Investments. 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 using low-cost ETFs, fundamental and technical analysis, and customized portfolio allocations based on client goals and risk tolerance.

Trevor Harris is a financial advisor at Arkos Global Advisors, LLC with five years of industry experience. He holds a Series 65 designation and has worked at Archetype Wealth Partners, LLC, Micah Project, Memorial Drive Presbyterian Church, and Wilson Company. Arkos Global Advisors serves individuals, trusts, estates, charitable organizations, and business entities by providing financial planning, consulting, and portfolio management services. The firm combines comprehensive planning with discretionary investment management, using a mix of fundamental, technical, and quantitative analysis to tailor portfolios and conducts ongoing monitoring and periodic client reviews.

Ian Hurwitz is the president of Hurwitz Associates, Inc. in Houston, TX, where he has worked since 2004. He holds Series 63 and Series 65 credentials and has 44 years of industry experience. Hurwitz is also licensed in insurance and provides insurance services as needed. Hurwitz Associates, Inc. manages discretionary and non-discretionary portfolios primarily for individual and high-net-worth clients, focusing on asset allocation with a long-term, low-turnover approach. The firm emphasizes client participation in setting objectives and offers investment strategies based on Modern Portfolio Theory, incorporating individual securities, ETFs, and international market exposure.

Pablo Carrillo is a financial advisor with Finamex Asset Management, LLC in Houston, TX, holding a Series 66 credential and two years of industry experience. He has worked extensively within the Finamex group, including Casa de Bolsa Finamex, where he serves as manager of investment banking structuring. Carrillo is also the sole investment advisor and beneficiary of a family trust. Finamex Asset Management, LLC provides portfolio management, financial planning, and consulting services primarily to high-net-worth individuals in Mexico, along with institutional clients such as pension funds and businesses. The firm employs a combination of Modern Portfolio Theory, tactical asset allocation, and rule-driven strategies, with a majority of assets managed on a non-discretionary basis requiring client authorization for trades.

Taylor Condon is a Series 65-registered advisor with Skybound Wealth USA, based in Houston, TX, with one year of industry experience. He holds director roles in two consulting businesses, Altitude and TLC Private Wealth. Skybound Wealth USA serves individuals, families, and internationally mobile clients, providing investment management, financial planning, and cross-border pension advice, with a notable focus on UK pension transfers and estate planning coordination through third-party platforms. The firm operates with a centralized investment governance framework and is part of an international wealth management group with affiliated insurance, mortgage, and lending businesses.

Luke Jander is a financial advisor at TIP Group LLC with three years of industry experience. He holds a Series 65 designation and has worked with multiple carriers providing life and disability insurance, including Fixed Index Annuities, for which he receives commissions. Prior to joining TIP Group in 2022, he worked at ASGN and Texas A&M. TIP Group LLC offers portfolio management and financial planning services to individuals, high-net-worth clients, and business entities. The firm uses a combination of fundamental analysis, modern portfolio theory, and technical analysis to inform investment decisions and provides both discretionary and non-discretionary management.

Timothy Smith is a CFP® professional with over 30 years of experience in financial advising. He has been with Granite Harbor Advisors, INC. since 2015 and Granite Harbor Group since 2016. Outside of his advisory work, he serves as president of a homeowners association and is a board member of Ronald McDonald House Charities Greater Houston. Granite Harbor Advisors serves individual and high-net-worth clients as well as institutional sponsors, offering comprehensive asset management, financial planning, and retirement plan consulting. The firm manages portfolios using a broad range of public and private securities and sponsors multiple private funds alongside traditional portfolio management services.

Set Carpintero is a CFP® with nine years of experience in financial advisory. He is currently with Financial Synergies and previously worked at Hightower Advisors, Resource Consulting Group, Vintage Financial Services, and Seabridge Wealth Management LLC. Financial Synergies serves individuals, retirement plans, trusts, estates, charitable organizations, and businesses, offering both discretionary and non-discretionary investment management alongside written financial planning. The firm uses a diversified asset-allocation approach primarily involving no-load mutual funds and ETFs, with options for individual securities and digital assets, and is notable for offering performance-based fee arrangements to eligible clients.

Patrick Murphy is a financial advisor at TIP Group LLC in Houston, TX, holding a Series 65 designation. He has one year of industry experience and prior work history including roles at The Fitzpatrick Group and the Sam Houston Area Council, BSA. TIP Group LLC provides portfolio management and financial planning services to individuals, high-net-worth clients, and business entities. The firm uses a documented Investment Policy Statement and combines fundamental analysis, modern portfolio theory, and technical analysis to guide long-term investment decisions, offering both discretionary and non-discretionary management.

Kellie Gamino is a CFP® and Series 65 licensed advisor with Financial Synergies, bringing one year of industry experience. Her prior roles include five years at Hightower Trust Company and positions at First State Bank and Associated Credit Union of Texas. Financial Synergies serves individuals, retirement plans, trusts, estates, charitable organizations, and businesses, offering investment management and financial planning services. The firm uses a diversified asset-allocation approach with a mix of mutual funds, ETFs, individual securities, and digital assets, and it employs performance-based fee arrangements for eligible clients.

Rogelio Ostos Ruiz is a financial advisor with Alterna Wealth Management, Inc. He holds a Series 65 designation and has been active in the industry since 2026. Prior to joining Alterna Wealth, he worked at Actinver Wealth Management, Inc. and Grupo Fincanciero Actinver Casa de Bolsa SA de CV. 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 an in-house trading desk in its investment process.

Stephen Adell is a CFP® with 22 years of industry experience and has been with Adell, Harriman & Carpenter since 1985. He is based in Houston, TX, and holds a Series 63 designation. Adell, Harriman & Carpenter provides customized investment management and financial planning primarily to high-net-worth individuals and related entities. The firm manages assets on a discretionary basis, investing in individual equities, investment-grade bonds, and ETFs, while also offering financial counseling on topics such as retirement, estate and tax planning, and charitable giving.

Victor Morales Blandon is a Series 65-licensed advisor with RWM Capital, LLC, holding one year of industry experience. His prior roles include positions at Northwestern Mutual and several automotive-related companies. He also provides insurance planning services as an independent insurance agent. RWM Capital, LLC (Roberts Wealth Management) serves individual and high-net-worth clients, offering comprehensive financial planning and discretionary investment management. The firm uses tailored asset allocations with model portfolios and third-party advisers, supported by algorithmic tools and a multi-office structure managing approximately $222 million in assets.

Marcus Berry is a financial advisor at Adell Harriman & Carpenter with nine years of industry experience. He holds a Series 65 designation and has worked at Adell Harriman & Carpenter since 2017. Outside of finance, he founded and leads a music education and performance business. Adell Harriman & Carpenter provides customized investment management and financial planning primarily to high-net-worth individuals and related entities, focusing on discretionary management with investments in individual equities, bonds, and ETFs. The firm emphasizes multi-year investment horizons and accommodates client-specific restrictions.

John Taylor is an investment advisor representative with ICON Wealth Partners, holding a Series 66 designation and six years of industry experience. He has worked with ICON Wealth Advisors, Purshe Kaplan Sterling Investments, and ICON Wealth Partners since 2020. Taylor is dually registered with ICON Wealth Partners, LLC and Purshe Kaplan Sterling Investments, Inc. 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’s investment approach combines fundamental and technical analysis with an emphasis on low-cost ETFs, offering customized portfolio allocations based on client goals and risk tolerance.

De Derbonne is a financial advisor at Burke Wealth Management, LLC in Houston, TX, with 17 years of industry experience. Prior to joining Burke Wealth Management, they held roles at Christine Bailey, State Farm VP Management Corp, and Jim Mitchell Insurance Agency Inc. 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 separate managed accounts, sub-advisory services, model portfolios, and an actively managed exchange-traded fund.

Jennifer Norris is a financial advisor with Clear Trail Advisors, LLC in Houston, TX, holding a Series 66 credential and 18 years of industry experience. Her prior roles include positions at Tiras Wealth Management and Joseph L Silva, both affiliated with Ameriprise Financial Services. Clear Trail Advisors serves individuals, trusts, retirement plans, and businesses by providing portfolio management, financial planning, and retirement plan consulting. The firm manages approximately $803 million in client assets and employs a broad mix of investment instruments, integrating third-party platforms such as Dynasty and Pontera in its service model.

Casey Kha is a CFP® and holds a Series 66 license, currently serving as a financial advisor at FCA Corp with seven years of industry experience. Prior to joining FCA Corp in 2022, he spent 11 years at Gamma Enterprises LLC. Outside of his advisory role, he is a consultant for Shinjuku Station, a full-service restaurant. FCA Corp provides portfolio management, financial planning, and consulting services to individuals, managed entities, and open-end investment companies. The firm’s investment approach integrates fundamental analysis and macroeconomic factors to build customized portfolios and serves as adviser to both private entities and registered funds.