Cole Wheeler is a financial advisor at Parkwoods Wealth Partners, LLC in Houston, TX. He holds the CFP® designation and Series 65 license and has seven years of industry experience. Prior to joining Parkwoods Wealth Partners in 2026, he worked at Linscomb and Williams Inc. from 2019 to 2026 and has additional experience at Texas A&M and Fluid Sealing Products. Parkwoods Wealth Partners serves individuals, qualified retirement plans, nonprofit organizations, foundations, and corporations with investment management, retirement plan consulting, and financial planning. The firm emphasizes a long-term investment approach based on Modern Portfolio Theory and efficient-market principles, using diversified allocations primarily through mutual funds, ETFs, and fixed-income ladders.

Benjamin Mccue is a CFA® charterholder with seven years of industry experience. He has worked at Goodman Financial Corporation since 2020 and previously was with MUFG Securities Americas Inc. from 2018 to 2020. Goodman Financial Corporation provides discretionary investment management and supplemental financial advisory services to individuals, trusts, endowments, corporations, and retirement plans. The firm employs a customized, risk-aware investment process combining fundamental research and macro analysis, generally implementing portfolios with individual equities and bonds rather than layered mutual funds.

Joshua Coughran is a financial advisor with Titan Retirement Advisors LLC, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He has been with Titan Retirement Advisors since 2012 and is also involved in real estate brokerage through Coughran Commercial, Inc., which he has managed since 2004. Titan Retirement Advisors serves individuals, high-net-worth clients, corporate retirement-plan sponsors, and trusts, providing portfolio management and a range of retirement-plan services. The firm employs strategic and tactical asset-allocation techniques primarily through ETFs and mutual funds and emphasizes ERISA fiduciary services with a small advisory team managing a large discretionary asset base.

Jon Moores III is a CFP® with 11 years of industry experience, currently serving at Ascension Capital Advisors, Inc. He has previously worked at Woodbury Financial Services, Ozanne Financial Services, Purshe Kaplan Sterling Investments, and Private Client Services. Ascension Capital Advisors serves individuals, retirement plans, charitable organizations, and small businesses with portfolio management, retirement plan consulting, financial planning, and private placement consulting. The firm offers tailored investment advice using various asset classes and third-party managers, and provides educational workshops and services including financial-wellness sessions.

Juan Valdivieso is a financial advisor with Banorte Asset Management, Inc., holding the ChFC® and Series 63 designations and possessing 28 years of industry experience. His career includes roles at Allstate Insurance Company and his own firm, Valdivieso Insurance & Financial Services. He is a managing member of JV & Sons Investors, LLC, a holding company established in 2021. Banorte Asset Management, Inc. serves individual and high-net-worth clients, including trusts, estates, charitable organizations, and business entities, with a client base largely concentrated in Latin America. The firm offers discretionary and non-discretionary portfolio management, employing customized portfolios with various model allocations and investment vehicles, and provides both traditional and digital advisory programs.

Sarah Dolan is a CFA® charterholder with eight years of experience in the financial industry. She has worked at Childress Capital Advisors, LLC since 2020 and previously held roles at BBVA Securities Inc. and Compass Bank. Dolan is based in Houston, TX, and holds a Series 66 license. Childress Capital Advisors is an SEC-registered firm managing approximately $826 million across 327 client accounts with a five-advisor team. The firm offers discretionary investment management, financial planning, and consulting services for individuals, high-net-worth clients, trusts, and institutions, employing a blend of fundamental, technical, and relative-strength analysis alongside both active and passive strategies.

Peter Parlapiano is a financial advisor at Franklin, Parlapiano, Turner & Welch LLC with 12 years of industry experience. He holds a Series 65 designation and has been with the firm since 2012. Located in Houston, TX, he works as part of a five-advisor team. Franklin, Parlapiano, Turner & Welch LLC serves high-net-worth individuals, trusts, and estates, offering fee-only asset management and comprehensive financial planning. The firm follows a structured investment process using model allocations and fundamental analysis and manages approximately $811 million in discretionary assets across about 104 client relationships.

Juan Carlos Barraza is a financial advisor at Banorte Asset Management, Inc. with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at various Banorte entities as well as PNC Investments and BBVA Securities. His career includes roles at Banorte Ventures Ltd. and Banorte Securities International, Ltd. Banorte Asset Management, Inc. serves individual and high-net-worth clients, particularly Mexican citizens, offering discretionary and non-discretionary portfolio management through tailored model allocations and a digital advisory platform. The firm’s offerings include individual securities, ETFs, mutual funds, structured notes, and private investments, with a focus on Latin American clientele.

Christopher Perras is a CFA® and ChFC® with 12 years of industry experience. He has worked at Oak Harvest Investment Services since 2018 and previously held roles at Mosaic Advisors, Merrill, and as a self-employed trader. Outside of advisory work, he is involved with Oak Harvest Insurance Services, selling annuities, life, health, and long-term care coverage through various unaffiliated insurance companies. Oak Harvest Investment Services is a team advisory firm serving individuals, families, high-net-worth clients, and retirement plan sponsors with portfolio management, financial planning, and consulting services. The firm manages client accounts on a discretionary basis, employing a combination of fundamental, technical, and value/cyclical analysis, and also advises the Oak Harvest Long/Short Hedged Equity Fund.

Jack Lamb is a financial advisor at Skybound Wealth USA with eight years of industry experience. He holds a Series 65 designation and has worked at several firms, including Brite Advisors USA, Inc. and Devere USA Inc. Outside of his advisory role, no additional activities were noted. Skybound Wealth USA serves individuals, families, and internationally mobile clients by providing investment management, financial planning, and cross-border pension advice. The firm employs a centralized investment governance framework and frequently manages assets on a non-discretionary basis, with a focus on UK pension transfers and estate planning coordination.

Tam Nguyen is a financial advisor at Granite Harbor Advisors, INC. in Houston, TX. He holds a Series 63 designation and has been active in the industry since 1991 through Tom Nguyen & Associates. Tam joined Granite Harbor Advisors in 2026. Granite Harbor Advisors serves individual and high-net-worth clients as well as institutional sponsors, offering asset management, financial planning, and retirement plan consulting. The firm sponsors multiple private funds and uses a range of public and private securities in portfolio construction, incorporating both traditional and alternative investment strategies.

William Hughes Jr. is a financial advisor at Hurwitz Associates, Inc. in Houston, TX, holding Series 63 and Series 65 licenses with 55 years of industry experience. He has worked at Hurwitz Associates since 2016. Hurwitz Associates provides discretionary and non-discretionary investment management primarily for individual and high-net-worth clients, focusing on separately managed portfolios aligned with clients’ objectives. The firm emphasizes asset allocation using Modern Portfolio Theory with international exposure and manages portfolios with a long-term, low-turnover approach.

Larisa Kutac is a financial advisor with Oak Harvest Investment Services based in Houston, TX. She holds a Series 65 designation and has been with Oak Harvest Financial Group since 2017. Her prior work includes roles at White House Black Market and Sona Med Spa. Oak Harvest Investment Services is a team advisory firm serving individuals, families, high-net-worth clients, and retirement plan sponsors with portfolio management, financial planning, and consulting services. The firm manages client accounts using a combination of fundamental, technical, and value/cyclical analysis across various asset classes and is notable for advising the Oak Harvest Long/Short Hedged Equity Fund and providing investor education through seminars and online content.

Steven Oldham is a CFA® charterholder and financial advisor at Autumn Lane Advisors, LLC in Houston, TX, with six years of industry experience. Prior to joining Autumn Lane Advisors in 2018, he worked at Iron Bridge Resources, Inc. and Procyrion, Inc. Oldham serves on the boards of several companies, including Texas Mutual Insurance Company and Central Bank, contributing governance, financial oversight, and investment expertise. Autumn Lane Advisors serves high-net-worth individuals and family offices, offering discretionary wealth management, non-discretionary investment consulting, and advisory services to private investment funds. The firm employs a family-office style approach with customized asset allocations, managing over $1 billion for a small client base and sponsoring multiple private fund vehicles.

Jeffrey Farley is a CFP® with 41 years of experience in the financial services industry. He currently serves at Ascension Capital Advisors, Inc. and previously worked at Purshe Kaplan Sterling Investments, Cambridge Investment Research Advisors, and Sanders Morris LLC. Ascension Capital Advisors serves individuals, retirement plans, charitable organizations, and small businesses, offering portfolio management, retirement plan consulting, financial planning, and private placement consulting for accredited and qualified investors. The firm provides tailored investment advice and educational workshops, utilizing a range of investment products including fixed income securities, mutual funds, ETFs, and private placements.

Colin Lee is a CFP® professional with 11 years of experience in the financial services industry. He has worked at Horizon Wealth Advisors since 2017 and previously held roles at Securian Financial Services, Planto Roe Financial Services, and Minnesota Life Insurance Company. He holds the Series 66 license and is based in Houston, TX. Horizon Wealth Advisors is an independent, fee-only wealth management firm serving individuals, trusts, pension plans, and other entities with substantial investable assets. The firm provides comprehensive financial planning and discretionary portfolio management using diversified investments and maintains written Investment Policy Statements for clients.

Carla Smart is a financial advisor at Skybound Wealth USA with two years of industry experience. She holds a Series 65 designation and has been with Skybound Wealth Management entities since 2013. Skybound Wealth USA serves individuals, families, and internationally mobile clients with investment management, financial planning, and cross-border pension advice, including UK pension transfers. The firm employs a centralized investment governance framework and primarily manages client assets on a non-discretionary basis.

Gustavo Ramirez is a financial advisor at Alterna Wealth Management, Inc. in Houston, TX, holding a Series 66 designation with one year of industry experience. Prior to joining Alterna Wealth Management, he worked at Alterna Securities, Inc. and Alterna Asesoría Internacional. 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, combining quantitative analysis, technical methods, and an in-house trading desk.

Maria Dembski is a financial advisor with MDX Wealth Management, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. Her prior roles include positions at Bournehill Investment Services, Slca Capital, Callaway Financial Services, and Huckin Financial Group. She is also the sole proprietor of Capital Markets Consulting, LLC. MDX Wealth Management serves individual clients, including high-net-worth households, as well as trusts, foundations, corporations, and retirement plans. The firm offers wealth and portfolio management with a fundamental research process, providing both discretionary and non-discretionary services across multiple asset types and maintains a network of independently contracted advisers across nine offices.

Dustin Humrich is a ChFC® credentialed advisor with nine years of industry experience. He is currently with Oak Harvest Investment Services and Oak Harvest Financial Group, both since 2022, and has prior experience at Bank of America, Merrill Lynch, Vanguard Inc., and other firms. Outside of his advisory work, he is involved part-time in selling residential solar energy systems through a for-profit business. Oak Harvest Investment Services is a team advisory firm serving individuals, families, high-net-worth clients, and retirement plan sponsors with portfolio management, financial planning, and consulting. The firm integrates financial planning and risk profiling in its discretionary asset-allocation process and advises the Oak Harvest Long/Short Hedged Equity Fund.