Cindy Yac is a financial advisor at FCA Corp with a Series 65 designation and seven years of industry experience. She has been with FCA Corp since 2016. FCA Corp provides portfolio management, financial planning, and consulting services to individuals, managed entities, and open-end investment companies. The firm employs a fundamental and macroeconomic approach to create customized portfolios and serves as the investment adviser to the Commonwealth International Series Trust.

Santiago Garza is a financial advisor at Alterna Wealth Management, Inc. based in Houston, TX. He holds the Series 66 designation and has one year of industry experience. Prior to joining Alterna Wealth Management and Alterna Securities, he worked at Popeyes Louisiana Kitchen and has also held positions at the University of Houston, Lonestar Community College, and Obra D. Tompkins High School. Alterna Wealth Management provides investment advisory and portfolio management services to individuals, high-net-worth clients, trusts, estates, institutions, and charitable organizations, including a significant client base outside the United States. The firm employs a disciplined, global approach to asset allocation and diversification using dynamic models and combines quantitative analysis, technical methods, and an in-house trading desk in its investment process.

Rachel Kleinman is a CFP® and holds a Series 66 license with 10 years of industry experience. She is currently with Burkholder Wealth Management and previously worked at Dimensional Fund Advisors. Burkholder Wealth Management is a team-based registered investment adviser managing approximately $380 million for around 266 clients. The firm offers discretionary portfolio management, financial planning, and retirement plan consulting, employing diversified model portfolios focused on mutual funds and ETFs aligned with client risk tolerance and objectives.

Jorge Figueroa is a financial advisor at Banorte Asset Management, Inc. in Houston, TX, holding a Series 66 designation with two years of industry experience. His work history includes roles at Banorte subsidiaries and Figtree Financial USA. Banorte Asset Management serves individual and high-net-worth clients, particularly those in Latin America, providing discretionary and non-discretionary portfolio management through customized model allocations and a combination of investment vehicles, including a white-label digital advisory platform.

Patricio Esquivel is a financial advisor at Alterna Wealth Management, Inc. in Houston, TX, holding a Series 66 designation. He has one year of industry experience and previously worked at several firms, including SSA Recruitment and Lumicity. 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, utilizing quantitative analysis, technical methods, and model strategies across various investment styles.

Jonathan Reichek is a CFA® charterholder with 17 years of industry experience. He has been with Brasada Capital Management, LP since 2017 and previously worked at Friedberg Investment Management, Inc. from 2014 to 2017. Brasada Capital Management, LP manages a private pooled investment vehicle and provides discretionary portfolio management for separately managed accounts. The firm serves other financial institutions and advisers through sub-advisory arrangements and offers non-discretionary model portfolios to wrap-fee sponsors, employing a bottom-up, long/short equity investment approach supported by fundamental analysis, quantitative screens, and sector research.

Thomas Pewtress is a financial advisor at Skybound Wealth USA with six years of industry experience. He holds a Series 65 designation and has worked primarily with Skybound Wealth Management and its affiliated entities since 2018, with prior experience at Beacon Global Advisor Network and deVere Acuma. Skybound Wealth USA serves individuals, families, and internationally mobile clients by providing investment management, financial planning, and cross-border pension advice, including UK pension transfers and ongoing pension management. The firm uses a centralized investment governance framework and typically manages most client assets on a non-discretionary basis.

Gonzalo Uribe Rojas is a financial advisor at GBM Wealth Management, Inc. based in Houston, TX. He holds a Series 66 designation and has one year of industry experience. Prior to joining GBM Wealth Management, he worked at GBM International, Inc. and GBM Mexico, and has experience in academic roles at Anahuac University and Ibero University. 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 clients. The firm emphasizes customized portfolio construction using fundamental analysis and offers various strategies ranging from conservative to aggressive, serving both U.S. and non-U.S. residents.

Michael Booker is a CFP® and ChFC® with 28 years of experience in financial advising. He has been with Financial Synergies Wealth Advisors, Inc. in Houston, TX since 1997. Financial Synergies serves individuals, retirement plans, trusts, estates, charitable organizations, and corporate clients, providing investment management, financial planning, and held-away account advisory services. The firm employs diversified, allocation-driven portfolios and utilizes third-party platforms and sub-advisors to tailor investment solutions.

Brandon Blankenship is a financial advisor at Catalyst Wealth Management LLC with two years of industry experience. He holds a Series 66 designation and has prior experience at Innovation Partners LLC and GWN Securities, Inc. Before entering the financial industry, he worked in education for over a decade. Brandon is also a licensed insurance agent and registered representative, offering clients insurance products and commission-based services. Catalyst Wealth Management LLC provides portfolio management and advisory services to individual and high-net-worth clients, including retirement plan participants. The firm manages accounts on a non-discretionary basis using fundamental and technical analysis with a long-term trading orientation and primarily recommends mutual funds, ETFs, fixed income, and REITs through Turnkey Asset Management Programs.

Megan Cline is a financial advisor at Financial Synergies with a Series 65 designation and two years of industry experience. She previously worked at Willis Johnson & Associates and Verus Financial Group. Financial Synergies serves individuals, retirement plans, trusts, estates, charitable organizations, and corporate clients by providing investment management, financial planning, and held-away account advisory services. The firm uses diversified, allocation-driven portfolios and incorporates third-party platforms and sub-advisors to tailor solutions for clients.

Anthony Garcia is a financial advisor at Trinity Legacy Partners, LLC in Houston, TX, holding a Series 66 designation with 16 years of industry experience. He has been with Trinity Legacy Partners since 2012 and is an indirect owner of Trinity Legacy Alternative Strategies, LLC, a subsidiary involved in managing a private pooled investment vehicle. Trinity Legacy Partners is a fee-only, SEC-registered investment adviser serving individuals, trusts, estates, corporations, and charitable organizations. The firm provides discretionary portfolio management, financial planning, and investment consulting, including management of a private options-based fund offered to accredited clients.

Gregory Bickhart is a financial advisor with Awaken Wealth Partners LLC in Houston, TX, holding Series 63 and Series 66 licenses and 21 years of industry experience. His career includes roles at Thrivent Financial for Lutherans, Purshe Kaplan Sterling Investments, and Thrivent Investment Management. Outside of advisory services, he is the owner of Arborbrook Consultants of GA, LLC, which manages expenses related to his affiliated businesses. Awaken Wealth Partners is an SEC-registered investment adviser serving individuals, high net worth clients, estates, and trusts with financial planning, discretionary investment management, and retirement plan advisory. The firm customizes portfolios based on client objectives, generally employs a long-term investment approach with fundamental analysis, and may use external managers while overseeing those relationships.

William Sutton Jr. is a financial advisor with Portfolio Advisory Council, L.L.C., holding a Series 63 designation and over 42 years of industry experience. He has worked at Mutual Securities, Inc. and Cambridge Investment Research, Inc., and has been with Portfolio Advisory Council since 1986. In addition to his advisory role, he is a licensed real estate broker and manages a bed and breakfast through Almondy Inn Management, LLC. Portfolio Advisory Council, L.L.C. serves individual investors, corporations, pension plans, and charitable institutions by providing financial planning, retirement-plan consulting, and ongoing investment management. The firm follows a growth-and-income investment strategy, utilizing fundamental, technical, and cyclical analyses to construct tailored portfolios managed primarily on a discretionary basis.

Elijah Lopez is a financial advisor at Manske Wealth Management, LLC in Houston, TX, holding a Series 65 designation with eight years of industry experience. He has been with Manske Wealth Management since 2015. Manske Wealth Management provides financial planning, consulting, and discretionary investment management to individuals, trusts, estates, corporations, and business entities. The firm manages approximately $608 million in client assets across a seven-advisor team and employs a goal-based investment approach, incorporating fundamental, technical, and cyclical analysis in constructing tailored portfolios.

Thomas Staerker is a financial advisor at Saxon Financial Group with eight years of industry experience. He holds a Series 66 designation and previously worked at Raymond James Financial Services and Atlantes Goeconsulting LLC. Outside of his advisory role, he is the managing partner of Staerker Brothers LLC and has a referral arrangement with a local CPA firm. 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 with a portfolio approach that includes mutual funds, ETFs, individual stocks, options, fixed income, alternative investments, and independent managers.

Maco Fowlkes is a CFP® and ChFC® with 37 years of industry experience. He is principal and investment adviser representative at Branson Fowlkes & Co Inc and has been associated with the firm and its affiliates since 1991. Fowlkes also serves as assistant secretary on the West Harris County Municipal Utility District 5 board. Branson, Fowlkes & Company provides investment advisory and financial planning services to individuals, families, trusts, estates, charitable organizations, and small- to medium-sized businesses. The firm employs a multi-level diversification strategy combining asset-class allocation with diversification across investment styles and manager selections, often implementing client plans on a discretionary basis using active trading and cash management.

William Kopp is a financial advisor with Freedom Day Solutions, LLC in Houston, TX, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior roles include positions at Truist Advisory Services, Truist Investment Services, BB&T Securities, and UBS Financial Services. Freedom Day Solutions provides investment management primarily to individual clients, including high-net-worth households, and offers retirement plan consulting, sub-advisory services, and estate-planning support. The firm employs a mix of fundamental and technical analysis to manage portfolios that include ETFs, individual equities, fixed income, and, for eligible clients, digital assets.

Louis Hopper is a financial advisor at Horizon Wealth Advisors in Houston, TX, holding a Series 65 designation. He has one year of industry experience, including prior roles at Drumond Wealth Management and Twin Staffing. Horizon Wealth Advisors is an independent, fee-only firm providing comprehensive financial planning and discretionary portfolio management for individuals, trusts, pension plans, and other entities. The firm uses diversified portfolios with mutual funds, ETFs, individual securities, and outside managers, focusing on clients with substantial investable assets.

Christopher Mcmillin is a CFA® charterholder and holds a Series 65 license with 22 years of industry experience. He has been with Scott & Selber, Inc. Capital Management since 2009, currently serving as part of a two-advisor team based in Houston, TX. Scott & Selber, Inc. Capital Management provides discretionary portfolio management to individuals, high-net-worth clients, corporate pension and profit-sharing plans, charitable institutions, foundations, and endowments. The firm focuses on fundamental research and an internal buy-and-sell model for investment decisions, managing approximately $569 million predominantly on a discretionary basis.