Edgar Lesser is a financial advisor at Monex Asset Management, Inc. in Houston, TX, holding a Series 66 designation with three years of industry experience. His career includes roles at Monex Securities, Inc. and Citibanamex, as well as a prior position at Universidad Iberoamericana. Monex Asset Management offers 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 combination of fundamental, technical, and charting analysis to manage a broad range of investment products and strategies.

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.

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.

Gonzalo Lobeira Richardson is a financial advisor at MMBG Investment Advisors Co. with one year of industry experience. He previously worked at MG Capital for six years and Risk Counseling Associates SC for two years. Gonzalo holds a Series 65 designation and is based in Miami, FL. MMBG Investment Advisors Co. provides discretionary investment management and limited financial planning to individuals, businesses, and institutional investors, managing approximately $2.46 billion in discretionary assets. The firm employs a global investment approach combining top-down macro analysis with bottom-up fundamental security selection and serves a notable non-U.S. client base through international affiliations.

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.

John Wilkinson is a financial advisor at Trinity Legacy Partners, LLC in Houston, TX, holding Series 63, 65, and 66 licenses with 18 years of industry experience. He has been with Trinity Legacy Partners since 2011. Outside of his advisory work, Wilkinson serves as an official scorer for Houston Astros baseball games and an official statistician for Houston Rockets basketball games, and he is involved with several University of Houston advisory boards and the Christus Foundation Advisory Board. Trinity Legacy Partners is a fee-only, SEC-registered investment adviser serving individuals, trusts, estates, corporations, and charitable organizations. The firm offers discretionary portfolio management, financial planning, and investment consulting across a broad range of securities and sponsors a private options-based investment fund for accredited clients.

Michael Hariprashad is a financial advisor at Goodman Financial Corporation in Houston, TX, with one year of industry experience. Prior to joining Goodman Financial, he held positions at Baruch College, Waterside Plaza LLC, and NX3 Corporation. Goodman Financial provides discretionary investment management and targeted financial advisory services to individuals, trusts, estates, endowments, corporations, and pension plans. The firm manages approximately $915.9 million in client assets, emphasizing a fundamental, bottom-up investment approach with customized portfolios focused on individual equities and bonds.

Billy Desai is a CFA® charterholder and holds a Series 63 license with six years of industry experience. He is currently with Analog Capital Partners LLC and Analog Capital AI, where he has worked since 2020 and 2025 respectively. His prior roles include positions at Collaboration Capital and Invesco. Analog Capital Partners provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, and also acts as a subadviser to other investment advisers. The firm customizes portfolios based on client time horizons and risk tolerances using a mix of fundamental, quantitative, technical, and modern portfolio theory approaches.

William Bevill is a financial advisor at Sovereign Wealth Advisors LLC with 49 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Sovereign Wealth Advisors since 2015. Prior to that, he worked at LPL Financial LLC. Bevill serves as a board member of the non-profit Islander Athletic Fund in Corpus Christi, Texas. Sovereign Wealth Advisors LLC serves individuals, trusts, retirement plans, and corporate clients by providing portfolio management, financial planning, retirement-plan consulting, and educational seminars. The firm employs a combination of fundamental and technical analysis, offering a range of investment strategies and access to sponsored advisory programs and third-party manager platforms.

Rebecca Arseneau is a financial advisor with Haven Wealth Group in Houston, TX, holding a Series 65 designation and over 45 years of industry experience. Her career includes long-term service at Wells Fargo Bank and subsequent roles at South Trust Bank and Veritex Community Bank before joining Haven Wealth Group. 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 portfolios to client risk tolerance and cash-flow needs while balancing income-producing and growth-oriented holdings.

David Eustis Jr. is a financial advisor with Inscription Capital, LLC, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has worked at Inscription Capital since 2018 and at Inscription Family Office since 2019, with prior experience at UBS Financial Services. Outside of his advisory role, he is involved as an owner and director in non-investment businesses Moe Inc. and OEB Wealth Holdings Inc. Inscription Capital serves individual and institutional clients, including high net worth individuals, family offices, trusts, estates, and private foundations, managing approximately $1.56 billion in assets. The firm offers comprehensive financial planning and portfolio management with a committee-driven investment process focused on fundamental analysis and long-term diversified allocations across a range of asset types.

I'm a former process research engineer - B.S. University of Louisiana at Lafayette, M.S. and Ph.D. in chemical engineering from the University of Texas at Austin. Upon graduating I joined Dow Chemical and had a productive 12-year career obtaining numerous patents and helping commercialize several products and processes. I enjoyed my Dow career, but there was something I enjoyed more. When Covid stopped the world, I re-evaluated my options and chose to pursue a passion. In 2022, I left a promising career at Dow to enroll in the CERTIFIED FINANCIAL PLANNER™ education program at Rice University. In April 2023, I launched Scientific Financial. I apply a scientific mindset and don't mindlessly accept doing things the "way they've always been done". I challenge the status quo and seek to do things better. Critical thinking has helped technology and the world move forward in the past decades. Financial planning should move forward too.

Ignacio Perezanta Ordonez is a financial advisor at Banorte Asset Management, Inc. with 19 years of industry experience. He holds Series 65 and Series 66 credentials and has worked at firms including BBVA Global Wealth Advisors and PNC Investments. Outside of his advisory role, he is a general partner at Modern Custom Luxury Homes, a company that constructs custom homes in the San Antonio area. Banorte Asset Management serves individual and high-net-worth clients, particularly those from Latin America, offering discretionary and non-discretionary portfolio management through various programs including a digital advisory platform. The firm employs customized portfolios built from multiple asset classes and maintains several affiliated entities to support its services.

Ian Harris is a CFP® with 15 years of industry experience and a Series 66 license. He has worked at Heritage Wealth Management since 2012 and previously spent two years with PNC Managed Account Solutions, Inc. in Houston, TX. Heritage Wealth Management serves individuals, high-net-worth clients, and trusts, providing financial planning, estate-planning facilitation, and investment advisory services. The firm constructs diversified portfolios using mutual funds, ETFs, and separately managed accounts with a focus on tax efficiency and conducts regular account reviews.

Daniel Eaton is a financial advisor with Sovereign Wealth Advisors LLC in Houston, TX, holding a Series 66 designation and 21 years of industry experience. He has worked at Sovereign Wealth Advisors since 2015 and has been associated with LPL Financial LLC since 2007. Sovereign Wealth Advisors serves individuals, trusts, retirement plans, and corporate clients by offering portfolio management, financial planning, retirement-plan consulting, and educational seminars. The firm uses a combination of fundamental and technical analysis in its investment approach and provides services including discretionary portfolio management, consulting engagements, and access to sponsored advisory programs and third-party manager platforms.

Gerron Duhon is a financial advisor at Checchi Capital Advisers, LLC with Series 65 and Series 66 credentials and one year of industry experience. Prior to joining Checchi Capital Advisers in 2026, he held roles at PNC and Merrill. Checchi Capital Advisers provides discretionary portfolio management primarily for high-net-worth individuals and institutional clients, using quantitatively driven investment strategies that emphasize global diversification, tax optimization, and risk management. The firm also offers sub-advisory services and manages insurance-dedicated pooled funds.