Jennifer Moore is an investment advisor representative with ICON Wealth Partners and a registered representative with Purshe Kaplan Sterling Investments, Inc., holding Series 63 and Series 66 licenses. She has 19 years of industry experience, including roles at ICON Wealth Partners since 2016 and Purshe Kaplan Sterling Investments since 2016. Outside of financial services, she is a member of Allied Hydromulch TX, LLC, an erosion control business. ICON Wealth Advisors provides wealth management and financial planning to individuals, high-net-worth clients, trusts, estates, charitable organizations, and ERISA plans. The firm’s investment approach combines fundamental and technical analysis with a focus on low-cost ETFs, offering discretionary portfolio management, model portfolios, and customized allocations based on client goals and risk tolerance.

Maria Hernandez is a financial advisor at Banorte Asset Management, Inc. with 16 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at several firms including PNC Investments and Insigneo Advisory Services LLC. Hernandez is currently based in Houston, TX, and has been with Banorte since 2025. Banorte Asset Management, Inc., operating as Banorte Wealth Advisors, provides discretionary and non-discretionary portfolio management to individuals, high-net-worth clients, trusts, estates, charitable organizations, and corporations. The firm offers customized portfolio construction, ongoing monitoring, and reporting, serving a primarily international client base with a significant presence in Latin America.

Brian Merrill is a CFP® and holds a Series 65 license with 20 years of industry experience. He has been with Tanglewood Capital Management, Inc. since 2002 and is based in Houston, TX. Merrill is part of a nine-advisor team at Tanglewood Total Wealth Management, Inc. Tanglewood Total Wealth Management serves individuals, high-net-worth clients, and institutional and retirement-plan clients, offering discretionary portfolio management and wealth-planning services. The firm uses customized investment policy statements and an asset-allocation approach focused on mutual funds, ETFs, and individual bonds, with regular rebalancing and client-directed strategies.

Neal Britt is a financial advisor with Sovereign Wealth Advisors LLC in Houston, TX, holding a Series 66 designation and possessing 24 years of industry experience. He has worked with LPL Financial since 2005 and has been with Sovereign Wealth Advisors since 2015. Sovereign Wealth Advisors LLC provides investment advisory and financial planning services to individuals, trusts, retirement plans, and other entities. The firm manages diversified portfolios using a combination of analytical methods and offers both direct management and access to multiple sponsored programs and third-party managers.

William Calvin is a financial advisor at Haven Wealth Group in Houston, TX, holding a Series 65 designation with 16 years of industry experience. He has been with Haven Wealth Group since 2009. 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 clients’ risk tolerance and needs, and combines portfolio oversight with plan-level advice.

Will Leckrone is a financial advisor at Catalyst Wealth Management LLC in Houston, TX, holding a Series 66 credential. He has one year of industry experience and has previously worked in various roles including at Innovation Partners LLC and Zimmer Biomet. Catalyst Wealth Management LLC serves individuals, high-net-worth clients, and employer retirement plans with approximately $105 million in assets under management. The firm focuses on portfolio management and retirement-plan services delivered primarily through turnkey asset management programs and 401(k)/403(b) plan administration, using an advisory approach alongside specified custodial platforms and third-party managers.

Michael Richter is a financial advisor with Arkos Global Advisors, LLC in Houston, TX. He holds a Series 63 designation and has 29 years of industry experience. His prior work includes roles at Archetype Wealth Partners, LLC and BDO USA, LLP. Outside of advising, he serves as chairman of the board for the charity Second Wind and is a board member of The Barnabas Group. Arkos Global Advisors provides financial planning, consulting, and wealth management services to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a combination of fundamental, technical, and cyclical analysis along with both internal and third-party research to create diversified, goal-oriented portfolios, serving both retail and high-net-worth clients.

Nicole Riney is a CFP® professional with six years of industry experience, currently serving at Oak Harvest Investment Services since 2019. Prior to joining Oak Harvest, she worked for the Houston Municipal Employee Pension System for ten years. In addition to her advisory role, she is involved with Oak Harvest Insurance Services, where she sells annuities and various insurance products. Oak Harvest Investment Services provides portfolio management, financial planning, and retirement plan sponsor services to individuals, families, and high-net-worth clients. The firm manages both discretionary and non-discretionary accounts and offers customized investment programs using mutual funds, ETFs, equities, and fixed-income securities tailored to client goals and risk tolerance.

Devoda Owens is a CFP® with five years of industry experience, currently serving as a financial advisor at RIA Advisors in Houston, TX. His prior roles include positions at Clarity Financial, Prime Capital Financial, Linscomb Wealth, and Morgan Stanley. RIA Advisors provides fee-based portfolio management and financial planning to individual clients, charitable organizations, small businesses, and tax-qualified retirement plans. The firm manages approximately $1.53 billion in assets and employs a blend of fundamental and technical analysis, value investing, and Modern Portfolio Theory in its investment approach.

Mark Anthony Jiro is a financial advisor at Prota Financial in Houston, TX, holding a Series 65 designation with three years of industry experience. He previously worked at Management Solutions, Wood, Parsons Corporation, and completed a job search period before joining Prota Financial. 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 through a team of 13 advisors.

Kelley Mckenna is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Childress Capital Advisors, LLC since 2022. Prior to this, she worked for seven years at Stifel, Nicolaus & Company, Incorporated. Childress Capital Advisors is an SEC-registered firm managing approximately $826 million across 327 client accounts. The firm serves individuals, high-net-worth clients, trusts, and institutional clients using a combination of fundamental and technical analysis with active and passive investment strategies, including the use of derivatives and options within separately managed accounts.

Daniel Bender is a financial advisor at MBR Financial with 29 years of industry experience. He holds a Series 63 designation and has been with MBR Financial since 2013. Outside of his advisory role, he is involved in agricultural operations through La Vern J. Bender LLC. MBR Financial provides investment and wealth management, financial planning, and estate planning services primarily to individuals, high-net-worth families, and certain pension or profit-sharing plans. The firm employs a disciplined investment process combining top-down asset allocation, quantitative screening, and qualitative manager due diligence, with portfolios that may include mutual funds, ETFs, individual securities, and private alternative investments.

Charles Ward is a CFA® charterholder based in Houston, TX, with 10 years of industry experience. He has worked at Burke Wealth Management, LLC since 2020 and previously spent four years at Doliver Capital Advisors. 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 investment approach through its Focused Growth and Balanced Growth strategies and serves as sponsor and sub-adviser to a registered ETF.

Hogan Choyce is a financial advisor at Wealth Management Group with Series 65 and Series 63 licenses and four years of industry experience. His work history includes roles at Park Avenue Securities and Guardian Life Insurance Co. of America. Outside of finance, he works part-time as a sanitation worker. Wealth Management Group provides advisory services to individuals, including high net worth clients, as well as institutional clients such as pension plans and charities. The firm offers financial planning, discretionary investment management, retirement plan consulting, and investment research, utilizing multiple investment strategies and a broad range of investment vehicles.

David Shahrestani is a CFA® charterholder with six years of industry experience. He is currently with Brasada Capital Management, LP, where he has worked since 2023. Prior to joining Brasada, he held roles at Globescan Capital Inc. and Udacity. Brasada Capital Management is a registered investment adviser that provides discretionary portfolio management through multiple product lines, serving individual, high-net-worth, and institutional clients. The firm employs a bottom-up, fundamentals-driven investment process and offers both private fund advisory and sub-advisory services.

Daniel Whitty is a financial advisor at RIA Advisors in Houston, TX, holding a Series 65 designation with two years of industry experience. He previously worked at Invesco from 2019 to 2021 and was involved with Fix UR Gadget from 2013 to 2019. RIA Advisors provides fee-based portfolio management and financial planning to individuals, charitable organizations, small businesses, and tax-qualified retirement plans. The firm manages approximately $1.53 billion in assets and employs a blend of fundamental and technical analysis, value investing, and Modern Portfolio Theory in its investment approach.

Ricardo Mihaly is a Certified Financial Planner® with 19 years of industry experience, currently serving with ICON Wealth Partners. He has previously worked with Purshe Kaplan Sterling Investments, Inc. and Mass Mutual. In addition to his advisory work, he is an Independent Insurance Agent. 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 emphasizes long-term investment strategies using low-cost ETFs and offers customized portfolio allocations based on clients’ goals and risk tolerance.

John Ellis is a financial advisor with Alden Investment Group in Houston, TX, holding Series 63 and Series 66 credentials and 42 years of industry experience. His prior career includes 15 years at CUNA Mutual Group and associated brokerage services, as well as roles at MassMutual Life Insurance and LPL Financial. Outside of his advisory work, he is a partner at Earnest Consulting Group, where he presents credit union-owned life insurance products to credit unions and is involved in outside insurance sales. Alden Investment Advisors provides portfolio management and fee-based financial planning to individuals, advisors, retirement plans, and institutional clients. The firm specializes in retirement and executive benefit programs for small and mid-sized employers and employs a proprietary technology platform for integrated portfolio management and held-away account oversight.

William Jameson is a CFP® professional based in Sugar Land, TX, with 28 years of industry experience. He has been with WJ Interests, LLC since 1995, where he is part of a five-advisor team. Outside of his advisory role, he is an investor and limited partner in several partnership real estate ventures. WJ Interests provides tailored financial planning and discretionary investment management primarily for individual and family clients, as well as corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs strategic asset allocation with third-party money managers, emphasizes governance practices, and offers daily-updated client portal access and formal proxy-voting guidelines.

Miguel Maisterra Silva is a financial advisor with Monex Asset Management, Inc. in Houston, TX, holding a Series 66 license and two years of industry experience. He has worked at Monex Securities Inc. and Banorte Asset Management, Inc., among other roles. Outside of finance, he is a golf coach and owner of a golf lessons business. Monex Asset Management serves individuals, 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 and offers a range of strategies from long-term holdings to short-term trading and option writing.