Joe Zimmerman is an advisor at Investment Research Corporation with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Quest Capital Strategies, Inc., and SA Stone Wealth Management Inc. In addition to his advisory role, he provides insurance product training and support to licensed agents and also performs part-time computer support consulting. Investment Research Corporation offers investment supervisory services, portfolio management, and financial planning to individuals, high-net-worth clients, and various institutional clients. The firm employs a fundamental approach to security analysis and manages both discretionary and non-discretionary assets across a broad range of securities.

Alvaro Trullenque is a financial advisor at Camden Wealth Advisors LLC with 30 years of industry experience. He holds Series 63 and Series 65 designations and has been with Camden Wealth Advisors since 2009. He also serves as a managing member and investment adviser representative at Inscription Family Office, LLC. Outside of his advisory roles, he is a partner in a real estate business, TP International. Camden Wealth Advisors provides discretionary and non-discretionary investment management, comprehensive financial planning, family office services, and pension consulting to high-net-worth individuals, families, family offices, trusts, and institutions. The firm offers customized investment strategies and may engage third-party managers to align with client goals.

Jesus Pompa is a financial advisor with Lifestyle Wealth in Friendswood, TX, holding the CFP® and Series 66 designations and possessing 11 years of industry experience. His prior roles include positions at Avantax Advisory Services and Capital One Investing. Outside of advisory, he is a part-owner of a real estate business and serves as an executive producer and recurring participant on a radio show. Lifestyle Wealth serves a range of clients including individuals, high-net-worth clients, retirement plans, and corporations, offering portfolio management, financial planning, pension consulting, and sub-advisory services. The firm employs a personalized investment approach utilizing proprietary and third-party models across various asset classes, and is active as a model and signal provider as well as a sub-advisor to other advisers.

Diya Patel is a financial advisor at Goodman Financial Corporation in Houston, TX, holding a Series 65 designation. Patel has one year of industry experience, including prior work at Willis Johnson Wealth and roles at the University of Houston and the University of Texas at San Antonio. 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 assets, typically focusing on fundamental, bottom-up research and customized portfolios with an emphasis on tax efficiency and predictable income.

Nikolas Daboin is a financial advisor at TIP Group LLC with two years of industry experience. He holds a Series 65 credential and has worked concurrently as an insurance agent focusing on non-variable life and annuity sales. His prior roles include positions with The Fitzpatrick Group and involvement in youth soccer programs. TIP Group LLC provides portfolio management and financial planning services to individuals, high-net-worth clients, and business entities. The firm employs a mix of fundamental analysis, modern portfolio theory, and technical analysis to guide long-term investment decisions, offering both discretionary and non-discretionary management.

Madison Whiteside is a financial advisor at The Clarus Group in Houston, TX, holding a Series 65 designation with one year of industry experience. Prior to joining The Clarus Group, Madison worked at AlliantGroup and has a background at Vanderbilt University. The Clarus Group provides wealth management and discretionary investment management services to individuals, trusts, estates, businesses, and retirement plans. The firm uses customized investment models focused on objectives such as capital preservation and tax minimization, employing ETFs, mutual funds, individual securities, and alternatives with a primarily long-term approach.

Darrell Brooks is a financial advisor at Saxon Financial Group in Houston, TX, with 37 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Raymond James Financial Services from 2009 to 2021. Outside of his advisory work, he is the owner and branch manager of Riverway Financial Group LLC, a support company based in Houston. Saxon Financial Group manages approximately $616 million in client assets through a team of 12 advisors, serving individuals, trusts, estates, businesses, and retirement plans. The firm offers investment management, financial planning, and retirement-plan advisory services using a range of investment vehicles and a research process based on fundamental and cyclical analysis.

Rodolfo Ruiz Pares is a financial advisor at Monex Asset Management, Inc. based in Houston, TX, with 15 years of industry experience. He holds a Series 66 designation and has worked at Monex Asset Management since 2010 and Monex Securities from 2010 to 2018 and again from 2018 to the present. Monex Asset Management provides discretionary and non-discretionary investment advisory and consulting services to a diverse client base, including individuals, high-net-worth clients, corporations, trusts, estates, and charitable organizations. The firm employs a blend of fundamental, technical, and charting analysis across a broad range of investment products and strategies.

Linda Legg is a financial advisor at Alterna Wealth Management, Inc. in Houston, TX, holding the Series 66 designation with two years of industry experience. Her work history includes roles at Alterna Securities, Inc. and prior positions in academic and corporate settings. Alterna Wealth Management serves individuals, high-net-worth clients, trusts, estates, institutions, and charitable organizations, offering discretionary and non-discretionary portfolio management with a global, disciplined approach to asset allocation and diversification across markets and instruments.

Patrick Incerto is a financial advisor at ICON Wealth Partners with a Series 65 credential and one year of industry experience. His prior roles include positions at Mountain Capital Partners and Vinson & Elkins LLP. Incerto also manages several investment and real estate holding entities outside of his advisory work. 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 that combines fundamental and technical analysis with an emphasis on low-cost ETFs and customized client allocations.

Lindsey Elliff is a financial advisor at Prota Financial in Houston, TX, holding a Series 65 designation with four years of industry experience. She has worked at Prota Financial since 2021 and previously held roles at Job Search, Practice Solutions, UpWeb, and Advanced Footcare. Prota Financial provides discretionary investment management and financial planning to individuals, high-net-worth clients, and small businesses. The firm employs model-based portfolio management, including Sharia-compliant options, and manages $270 million in regulatory assets under management.

Jason Mickey is a financial advisor with Wealth Management Group in Houston, TX, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He previously worked at Park Avenue Securities for nine years and has been affiliated with Guardian Life Insurance Company since 2015. He operates an independent health insurance brokerage focused on individual and group health insurance and fixed/immediate annuities. Wealth Management Group serves both high net worth individuals and institutional clients, offering financial planning, discretionary investment management, retirement plan consulting, and investment research. The firm employs multiple investment strategies and provides access to a range of complex and alternative investment vehicles.

Dominic Di Giacomo is a CFP® professional with three years of industry experience, currently serving at Cranbrook Wealth Management, LLC. His work history includes prior roles at JLFranklin Wealth Planning, LLC and Signature Wealth Strategies, as well as a four-year period at Clemson University. Cranbrook Wealth Management serves individuals, retirement accounts, trusts, estates, charitable institutions, and business entities, managing portfolios on a discretionary basis. The firm integrates investment management with financial planning and offers a range of portfolio models supported by written Investment Policy Statements, utilizing mutual funds, ETFs, separately managed accounts, and private equity opportunities.

Kyle Bruchmiller is a financial advisor with Icon Wealth Partners in Houston, TX, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. Prior to joining Icon Wealth Partners in 2023, he worked at Hines Securities Inc. from 2015 to 2023. Icon Wealth Advisors is a multi-advisor wealth management firm overseeing approximately $2.25 billion for individuals, high-net-worth clients, trusts, estates, charitable organizations, and ERISA plans. The firm employs a long-term, model-driven investment approach focused on low-cost ETFs, supplemented by mutual funds, individual securities, and fixed-income strategies, while providing discretionary portfolio management, retirement advice, and cash and credit management solutions.

Eugenio Canales is a financial advisor at Alterna Wealth Management, Inc. in Houston, TX, holding a Series 66 designation with two years of industry experience. Prior to joining Alterna Wealth Management, he worked in educational roles at the University of San Diego and Instituto Tecnologico de Monterrey. Outside of his advisory role, Canales is the founder of Be Better Brand, a sole proprietorship in Mexico that sells a deck of cards designed to help children improve their mental health. Alterna Wealth Management provides investment advisory and portfolio management services to individuals, high-net-worth clients, trusts, estates, institutions, and charitable organizations, serving a significant number of clients outside the United States. The firm employs a disciplined, global approach to asset allocation and diversification, utilizing dynamic models and a combination of quantitative analysis, technical methods, and in-house trading.

Mary Margolis is a CFP® with 28 years of industry experience, currently with MBR Financial since 2011. She holds Series 63 and Series 66 licenses. Margolis is an officer of the Margolis-Canino Foundation, a private family foundation that invests in publicly traded securities and mutual funds. MBR Financial serves individuals, high-net-worth families, and certain pension and profit-sharing plans, providing financial planning, estate planning, and wealth management services. The firm employs a proprietary top-down asset-allocation approach combined with quantitative and qualitative manager and security selection, and it offers alternative investments and performance-based fee arrangements for qualified clients.

Morgann Zimmer is a CFP® and Series 65 credentialed financial advisor with 12 years of industry experience. She has been with Goodman Financial Corporation since 2017. Outside of her advisory role, she serves as a league coordinator and referee for the Houston Sports and Social Club. Goodman Financial Corporation provides discretionary investment management and financial advisory services to individuals, trusts, estates, endowments, corporations, and pension plans. The firm focuses on a fundamental, bottom-up investment approach with customized portfolios that emphasize individual equities and bonds for tax efficiency, avoiding derivatives and market timing.

Anna Ceker is a financial advisor at Goodman Financial Corporation with 11 years of industry experience. She holds a Series 65 designation and has been with Goodman Financial Corporation since 2014. Outside of her advisory role, she works as a freelance wedding planner and consultant. 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 that combines fundamental research with macro analysis and generally uses individual equities and bonds to build tax-efficient portfolios.

Paula Mc Gee is a financial advisor at Haven Wealth Group in Houston, TX, holding a Series 65 credential with one year of industry experience. Her prior work includes roles at H&R Block and ownership of a personal business. Haven Wealth Group offers discretionary investment management and financial planning services for individuals, high-net-worth clients, foundations, pensions, endowments, and 401(k) plans, employing a values-based, tailored asset-allocation approach that includes the use of options and emphasizes individual stocks and bonds.

Andrea Freedman is a CFP® professional with over 31 years of experience in the financial services industry. She has been with Westpark Wealth Advisors, Inc. since 2009 and previously worked at Merrill, Stanford Group Company, IMS Securities, Inc., and Calton & Associates, Inc. Freedman serves as a co-academic director and instructor for the CFP® Graduate Certificate Program at the Susanne Glasscock School of Continuing Studies. Westpark Wealth Advisors provides investment advisory and financial planning services to individuals, trusts, estates, pension and profit-sharing plans, and business entities. The firm offers various portfolio management strategies and financial planning options tailored to clients' objectives and risk tolerance, with many client assets managed on a non-discretionary basis.