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 with Alterna Wealth Management, Inc. in Houston, TX, holding a Series 66 designation and three years of industry experience. Prior to joining Alterna Securities in 2021, he worked in real estate at Bright Lakes Real Estate. He is also the owner of House of Regent LLC, a real estate management company, which he operates on a limited basis without compensation. Alterna Wealth Management, Inc. provides investment advisory and portfolio management services to individuals, high-net-worth clients, trusts, estates, institutions, charitable organizations, and offshore trusts. The firm employs a global, diversification-focused investment approach, utilizing dynamic models and quantitative analysis to tailor strategies for each client.

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 at Catalyst Wealth Management LLC in Houston, TX, with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Innovation Partners LLC, GWN Securities, Inc., and Equitable Advisors, LLC. Outside of advisory work, he is a licensed insurance agent and registered representative. Catalyst Wealth Management LLC provides portfolio management and advisory services to individual and high-net-worth clients, focusing on mutual funds, ETFs, fixed income, and similar securities. The firm manages accounts on a non-discretionary basis and employs a long-term trading approach using various Turnkey Asset Management Programs.

Terry Parham is a financial advisor at Innovative Wealth Building LLC with 13 years of industry experience. He holds the CFP® and ChFC® designations along with Series 63 and Series 65 licenses. Prior to joining Innovative Wealth Building in 2021, he worked at Pruco Securities LLC, The Prudential Insurance Company of America, and First Command Advisory Services. He is also an independent licensed insurance agent who occasionally offers insurance products to his clients. Innovative Wealth Building LLC provides portfolio management and financial planning services to individuals, high-net-worth clients, and charitable organizations. The firm employs a long-term investment approach based on fundamental analysis and modern portfolio theory, managing accounts on both discretionary and non-discretionary bases with regular monitoring and reporting.

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 55 years of industry experience. He has been with Sanders Morris Harris Group Inc. and Sanders Morris Harris Inc. since 1987 and also serves in leadership roles at SOF Management, LLC. Outside of his advisory work, Sanders is involved in community and nonprofit activities, including board memberships with the Houston Texans Bowl Backers, the Houston Police Officers Pension System, and the Harris County Sports Authority, and he owns a local chocolate business. Sanders Morris LLC provides investment advisory and brokerage services to a diverse client base, including individuals, families, retirement plans, trusts, and corporations. The firm primarily manages discretionary accounts through wrap-fee programs and employs third-party portfolio managers and model portfolios to deliver diversified investment strategies tailored to clients’ objectives and risk profiles.

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.

Rosalie Groendes is a financial advisor at Haven Wealth Group in Houston, TX, holding a Series 65 designation with 10 years of industry experience. She has been with Haven Wealth Group since 2015, working as part of a nine-advisor team. Haven Wealth Group provides discretionary investment management and comprehensive financial planning for individuals, foundations, pension and 401(k) plans, and some corporations. The firm emphasizes direct selection of individual stocks and bonds, tailoring asset allocations to client risk tolerance and financial needs, and integrates both income-producing and growth-oriented investments in its portfolios.

Joseph Williams is a CFP® and PFS™ with 30 years of experience in financial advising. He has worked at Linscomb & Williams for 47 years and joined Precedent Wealth Partners, LLC in 2023. Outside of his advisory role, he serves as a trustee for the Willeford 2012 Family Trust, overseeing investment advisor engagement and management of trust assets. Precedent Wealth Partners, LLC is a registered investment adviser managing approximately half a billion dollars for around 165 clients through a four-advisor team. The firm serves individuals, trusts, estates, corporations, and retirement plans with a committee-driven investment process that combines asset allocation, active and passive management, and third-party managers.

Mikelyn Granato is a financial advisor at Willis Johnson Wealth in Houston, TX, holding a Series 66 license with one year of industry experience. Prior to joining Willis Johnson Wealth, she worked at MML Investors Services, MassMutual Life Insurance Company, Equitable Advisors, Charger Water Treatment, and served six years in the U.S. Navy. 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 with diversified model strategies and access to private market investments, supported by in-house CPA tax services and a Families Program that manages household accounts.

Ignacio Sunderland Portilla is a financial advisor at Alterna Wealth Management, Inc. based in Houston, TX, holding a Series 66 designation with five years of industry experience. His prior roles include positions at Argenta Capital Management and Trinity University. He has been with Alterna Wealth Management and its affiliated broker-dealer, Alterna Securities, since 2020. Alterna Wealth Management provides investment advisory and portfolio management services to a diverse client base including individuals, high-net-worth clients, trusts, estates, institutions, charitable organizations, and offshore trusts. The firm employs a global, diversification-focused investment approach supported by quantitative analysis and technical research, managing approximately $1.2 billion in assets.

Nicholas Johnson is a CFP® and CFA® with 18 years of industry experience. He has worked exclusively with Willis Johnson Wealth and its predecessor entities since 2007. Willis Johnson Wealth provides comprehensive financial planning and investment management for corporate professionals, executives, and high-net-worth individuals and their families. The firm employs a tax-aware, evidence-based investment approach with diversified strategies and offers in-house tax services alongside tailored portfolio solutions.