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.

Ignacio Sunderland Portilla is a financial advisor at Alterna Wealth Management, Inc. in Houston, TX, holding a Series 66 designation with five years of industry experience. His prior roles include positions at Argenta Capital Management, LLC and Trinity University. 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 using dynamic models and a combination of quantitative analysis, technical methods, and an in-house trading desk.

Isabella Gomez is a financial advisor at Goodman Financial Corporation with a Series 65 designation and one year of industry experience. Prior to joining Goodman Financial, she worked at Three Chords Wealth Management Advisors and Willis Johnson & Associates. She also has experience in education, having worked at the University of Houston and Conroe High School. Goodman Financial provides discretionary investment management and targeted financial advisory services to individuals, trusts and estates, endowments, corporations, and pension plans. The firm emphasizes a fundamental, bottom-up investment process implemented through customized portfolios with direct holdings in individual equities and bonds.

James Pavlik is a financial advisor with ICON Wealth Partners in Houston, TX, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. His prior roles include positions at PURSHE KAPLAN STERLING INVESTMENTS, Inc., Avalon Wealth Management LLC, and Avalon Advisors, LLC. He is dually registered as an investment advisor representative and a registered representative, splitting his time primarily between these roles. ICON Wealth Advisors provides wealth management and financial planning to individuals, high-net-worth clients, trusts, estates, charitable organizations, and ERISA plans. The firm employs a primarily long-term investment approach using fundamental and technical analysis, with a focus on low-cost ETFs and customized client portfolios.

Paul Dixon is a financial advisor with Sovereign Wealth Advisors LLC in Houston, TX, holding Series 63 and Series 65 credentials and over 35 years of industry experience. He has worked with Sovereign Wealth Advisors since 2015 and concurrently with LPL Financial since 2007. Outside of advisory work, he has participated in paid opinion research and market research activities. Sovereign Wealth Advisors LLC provides investment advisory and financial planning services to individuals, trusts, retirement plans, and other entities, managing portfolios that include ETFs, mutual funds, equities, and fixed-income securities using a mix of analytical methods. The firm offers ongoing portfolio management, written financial plans, retirement plan consulting, and access to sponsored and platform-based investment programs.

Paul Thompson is a financial advisor with Ascension Capital Advisors, Inc. in Houston, TX, holding Series 63 and Series 65 licenses and possessing 41 years of industry experience. He has worked at Ascension Capital Advisors since 1997 and previously spent nine years at Purshe Kaplan Sterling Investments. Outside of advisory work, he is a trustee of the Lorraine and Jeannette Clift George Charitable Foundation and is involved in a family partnership with interests in general securities and oil and gas. Ascension Capital Advisors serves individuals, retirement plans, charitable organizations, and small businesses by providing portfolio management, retirement plan consulting, financial planning, and private placement consulting. The firm customizes investment strategies based on client risk tolerance and objectives, utilizing a diversified mix of securities and educational programs for plan participants.

Thao Ho is a financial advisor at Manske Wealth Management, LLC with four years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at MML Investors Services, Mass Mutual Life Insurance Company, New York Life, and Verizon Cellular Sales. Manske Wealth Management provides financial planning, consulting, and discretionary investment management to individuals, trusts, estates, corporations, and business entities. The firm employs a goal-based approach to portfolio construction, incorporating fundamental, technical, and cyclical analysis, and manages approximately $608 million in client assets across a seven-advisor team.

Joaquin Barthel Medina is a financial advisor at Banorte Asset Management, Inc. in Houston, TX, holding a Series 66 designation with three years of industry experience. His prior roles include positions at PNC Bank and BBVA affiliates spanning over a decade. Banorte Asset Management, Inc. serves individual and high-net-worth clients, including trusts, estates, charitable organizations, and business entities, with a client focus in Latin America, particularly Mexican citizens. The firm offers discretionary and non-discretionary portfolio management through diverse investment programs and utilizes a range of securities and model portfolios tailored to client needs.

Sebastian Eccles is a CFP® and holds a Series 66 license with two years of industry experience. He is currently with Life Line Wealth Management LLC in Houston, where he has worked since 2019. His prior experience includes roles at Factory Capital, LLC, Kayne Anderson Rudnick, BLISK Financial Group/Spire Investment Partners, and Morgan Stanley. Life Line Wealth Management is a registered investment adviser serving primarily individual clients, trusts, and privately held small business entities. The firm employs a passive, asset-allocation strategy based on Modern Portfolio Theory, using a variety of investment vehicles tailored to client risk profiles and objectives.

Ronald Briggs is an advisor at Cheviot Value Management, LLC with a Series 65 credential and one year of industry experience. Prior to joining Cheviot Value Management in 2026, he worked at RAND Corporation from 2018 to 2025 and at Praedicat, Inc. from 2013 to 2017. Cheviot Value Management is a privately owned registered investment adviser providing discretionary portfolio management and related services to individuals, trusts, retirement plan participants, charitable organizations, and certain institutional clients. The firm applies a value-oriented investment approach based on fundamental analysis, employing a variety of strategies including tactical asset allocation and absolute-return techniques.

Steven Goodman is a CFP® professional with 28 years of experience in financial advising. He has been with Goodman Financial Corporation since 2015, including a period leading the GFC Quantified Alpha, LP from 2023 to 2024. The firm provides discretionary investment management and supplemental financial advisory services to individuals, trusts, endowments, corporations, and retirement plans. Goodman Financial Corporation manages approximately $865 million across about 275 client relationships, employing a customized, risk-aware investment process that integrates fundamental research and macro analysis, primarily through individual equities and bonds.

Dylan Walther is a financial advisor at Manske Wealth Management, LLC with one year of industry experience. He holds a Series 65 credential and has worked previously at TIP Group LLC and The Fitzpatrick Group. Outside of his advisory role, he owns and manages O & W Auto Sales. Manske Wealth Management, LLC provides financial planning, consulting, and discretionary wealth and portfolio management to individuals, trusts, estates, corporations, and business entities. The firm manages approximately $707 million for around 480 clients and utilizes a multi-method investment approach tailored to client goals and risk tolerances.

Mashal Lakhani is a financial advisor with Goodman Financial Corporation in Houston, TX, holding three years of industry experience. Prior to joining Goodman Financial, Lakhani worked at Precise Process Consulting, the University of Houston, West Road Dental, and Speck Orthodontics. Goodman Financial provides discretionary investment management and targeted financial advisory services to individuals, trusts and estates, endowments, corporations, and pension plans. The firm’s investment approach focuses on fundamental, bottom-up research implemented through customized portfolios favoring individual equities and bonds to seek tax efficiency and predictable income.

Miranda O’Keefe is a financial advisor at 15 Wealth Advisors LLC with 29 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at firms including Charles Schwab and Invesco Advisers, Inc. Outside of her advisory role, she is involved with Wealth Fusion Inc, a business entity for tax and investment purposes. 15 Wealth Advisors is a registered investment adviser offering discretionary portfolio management, financial planning, and employer-focused retirement plan consulting. The firm constructs customized portfolios using a variety of analytical methods and typically recommends ETFs, with services delivered under written agreements and ongoing monitoring.

John Langston is a financial advisor at Robertson Investment Management in Houston, TX, with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Network 1 Financial Securities, Inc., Osaic Wealth, Inc., and Securities America, Inc. since 2018. 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 combination of fundamental, technical, and cyclical analysis across various equity strategies and alternative investments, often managing accounts under discretionary authority and utilizing third-party managers when appropriate.

Scott Jackson is a Series 65-licensed advisor with 14 years of industry experience, currently with Doliver Advisors, L.P. in Houston, TX. He has worked at Doliver Advisors since 2017 and previously held roles at Legacy Asset Management, Inc. and Andrews Capital Management Corporation. He is a member of BraeBurn Country Club and the Galleria Tennis & Athletic Club. Doliver Advisors serves individual and high-net-worth clients, as well as trusts, foundations, and pooled investment vehicles, offering wealth management, customized portfolio management, and a quantitative closed-end fund strategy. The firm also acts as adviser and sponsor for multiple private funds and special purpose vehicles, combining quantitative models with tailored investment approaches.

Emilio Soto is a financial advisor with Monex Asset Management, Inc. in Houston, TX, holding Series 63 and Series 65 licenses and having four years of industry experience. He has worked extensively within Monex-affiliated firms since 2019. Monex Asset Management serves individuals—including high-net-worth clients—as well as corporations, trusts, estates, and charitable organizations, providing discretionary and non-discretionary portfolio management and investment consulting. The firm employs a combination of charting, fundamental, and technical analysis with strategies ranging from long-term holdings to short-term trading and option writing.

Dawn Trammell is a financial advisor at Robertson Investment Management with 39 years of industry experience. She holds a Series 63 designation and has worked at firms including Osaic Wealth, Inc., Securities America, Inc., and First Allied Advisory Services. Robertson Investment Management advises 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 mix of fundamental, technical, and cyclical analysis across various equity strategies and alternatives, managing accounts primarily under discretionary authority and utilizing third-party managers when appropriate.

Jaclyn Gilbert is a financial advisor with Saxon Financial Group in Houston, TX, holding a Series 66 designation and nine years of industry experience. She has worked at Raymond James Financial Services in various capacities from 2013 to 2021 before joining Saxon Interests, Inc. in 2021. 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 employs both model-based and customized portfolios with a long-term investment orientation, utilizing a range of assets including mutual funds, ETFs, equities, options, fixed income, and alternatives.

Andrea Arend is a financial advisor at Fairport Advisors, Inc. in Houston, TX, with 17 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Transamerica Financial Advisors, Inc. and Summit Frontier Solutions LLC. Fairport Advisors, Inc. provides discretionary investment management and consulting services to individuals, high-net-worth clients, trusts, pensions, and business accounts. The firm employs a combination of strategic and tactical asset allocation using proprietary algorithms, quantitative analysis, and artificial intelligence tools across a variety of model portfolios.