Brando Palazzo Giorgio is a financial advisor with ICON Wealth Partners in Houston, TX, holding Series 63 and Series 65 licenses with 15 years of industry experience. His prior experience includes roles at Purshe Kaplan Sterling Investments, Greenbriar Financial Services, and LPL Financial. He is dually registered with ICON Wealth Partners and Purshe Kaplan Sterling Investments. 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 employs a primarily long-term investment approach combining fundamental and technical analysis, emphasizing low-cost ETFs and customized portfolio allocations.

Harrison Mansfield is a financial advisor at Catalyst Wealth Management LLC in Houston, TX. He holds a Series 66 designation and has been in the industry since 2026. Prior to joining Catalyst Wealth Management, he held roles at Innovation Partners LLC, Jet Waste Services, and worked in educational settings including Texas A&M University and Blinn College. Catalyst Wealth Management LLC provides portfolio management and retirement-plan services to individuals, high-net-worth clients, and employer retirement plans, managing approximately $105 million in assets for about 9,549 clients. The firm primarily operates through turnkey asset management programs and plan administration, emphasizing a non-discretionary advisory role and using fundamental and technical analysis within a long-term trading approach.

Kamden Kanaly is a CFP® with 12 years of industry experience, currently serving at KDK Private Wealth Management since 2019. His prior experience includes roles at Mercer Global Advisors and Kanaly Trust. He is a co-trustee of several family trusts established by his grandparents and is a managing member of KMBD Investment Partners, LLC, an investment partnership focusing on real estate and oil and gas opportunities. KDK Private Wealth Management serves high-net-worth individuals, family offices, and institutional clients, offering comprehensive wealth management, financial planning, and discretionary investment management. The firm uses a multi-strategy approach with core-satellite portfolio construction and manages private funds and pooled vehicles tailored to sophisticated investors.

Nathan Messier is a Series 66-licensed advisor with Catalyst Wealth Management LLC in Houston, TX. He has one year of industry experience, including roles at Innovation Partners LLC and several prior positions in education and business. Catalyst Wealth Management LLC provides portfolio management and retirement-plan services to individuals, high-net-worth clients, and employer retirement plans, managing approximately $105 million in assets for about 9,549 clients. The firm uses specified turnkey asset management programs and custodial platforms, combining fundamental and technical analysis with a long-term trading approach.

Samuel Bargainer is a financial advisor with Catalyst Wealth Management LLC in Houston, TX. He holds a Series 66 designation and has two years of industry experience. His previous roles include working at Innovation Partners LLC and involvement with My Event Angels. Catalyst Wealth Management LLC provides portfolio management and retirement-plan services to individuals, high-net-worth clients, and employer retirement plans, managing approximately $105 million in assets for about 9,549 clients. The firm primarily utilizes turnkey asset management programs and 401(k)/403(b) plan administration, delivering advisory services with a focus on documented client objectives and both fundamental and technical analysis.

Frank Marrone is a CFP® and Series 66-registered financial advisor with 21 years of industry experience. He is currently with RIA Advisors in Houston, TX, where he has worked since 2018, following prior roles at Fieldstone Financial Management Group and RIA Wealth Advisors. He is also an agent with RIA Insurance Agency LLC. RIA Advisors provides fee-based investment management and financial planning to individuals, including high-net-worth clients, and institutional retirement plans. The firm combines fundamental and technical analysis within a Modern Portfolio Theory framework and offers additional services such as fiduciary consulting and participant education for ERISA-qualified plan sponsors.

Cody Bauer is a financial advisor with Westpark Wealth Advisors, Inc. based in Houston, TX, holding Series 63 and Series 65 credentials and bringing 20 years of industry experience. He has worked with Calton & Associates, Inc. since 2017 and was previously associated with Ims Financial Advisors, Inc. and Ims Securities, Inc. Bauer serves on the Board of Directors for the Winnie Area Chamber of Commerce. Westpark Wealth Advisors provides investment advisory and financial planning services to individuals, trusts, estates, pension and profit-sharing plans, and business entities. The firm employs various investment strategies and works with clients to define objectives and risk tolerance, managing many client assets on a non-discretionary basis.

Leonard Claus is a financial advisor with WESTPARK WEALTH Advisors, Inc. in Houston, TX, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has worked at Westpark Wealth Advisors since 2019, Calton & Associates since 2017, and Ims Securities from 2001 to 2017. Claus serves as President and Chairman of the Board for the Alternate Health Decisions Foundation, a nonprofit focused on education about managing disease through diet. Westpark Wealth Advisors offers investment advisory and financial planning services to individuals, trusts, estates, pension and profit-sharing plans, and business entities. The firm employs a variety of strategies, including long- and short-term purchases, trading, option writing, and third-party manager arrangements, working closely with clients to tailor portfolios to their objectives and risk tolerance.

John Pessarra is a financial advisor at Encompass Advisory Services, LLC with 23 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Encompass, he worked at Lakewood Capital Management, Inc. for 16 years and has been involved with ZB Products, LP since 2019 as Director of Production and Strategic Sales Manager at Zoombang, a company that produces protective performance undergarments for professional sports leagues. Encompass Advisory Services is a team-based registered investment adviser serving individuals, business entities, retirement plans, trusts, and charitable organizations. The firm provides financial planning, investment and wealth management, and estate-document facilitation, utilizing both discretionary and non-discretionary portfolio management with allocations across mutual funds, ETFs, individual securities, and private placements.

Chase Robertson is a financial advisor at Robertson Investment Management in Houston, TX, holding Series 63 and Series 65 licenses with nine years of industry experience. His prior roles include positions at Network 1 Financial Securities, Securities America, and Robertson Wealth Management, where he was managing partner. Outside of advising, he serves as president of a local homeowners association and sits on the board of an oil and gas engineering firm. Robertson Investment Management serves a diverse client base ranging from individuals and families to corporations and financial institutions. The firm employs a blend of fundamental, technical, and cyclical analysis across both liquid and illiquid investments, offering services that include portfolio management, financial planning, family office solutions, and access to third-party managers.

Fernando Diaz is a Series 66-licensed financial advisor at Prota Financial with 18 years of industry experience. He has worked at firms including Ameriprise Financial Advisors, JPMorgan Securities, Merrill, Chase Investment Services, and Morgan Stanley before joining Prota Financial in 2017. Prota Financial provides discretionary investment management and financial planning services to individuals, high-net-worth clients, and small businesses. The firm employs model-based portfolio management with options including Sharia-compliant portfolios and combines fundamental analysis with Modern Portfolio Theory.

Daniel Mcmillan is a financial advisor with Early McClintic & McMillan, LLC, holding Series 63 and Series 65 designations and bringing 40 years of industry experience. He has worked at Early, McClintic & McMillan since 2017 and previously spent 18 years with Raymond James Financial and its affiliated firm. In addition to advisory services, he is licensed to sell insurance through unaffiliated companies and receives commission-based compensation from these sales. Early McClintic & McMillan provides financial planning, portfolio management, pension consulting, and third-party manager selection to individuals, families, retirement plan sponsors, and foundation trustees. The firm’s investment approach combines quantitative and qualitative analysis with strategic asset allocation and uses the Raymond James platform to offer wrap-fee separately managed accounts and related services.

Scott Schwinger is a financial advisor with Ascension Capital Advisors, Inc. He holds a Series 65 credential and has recently joined the firm after a 30-year tenure at McNair Interests, followed by a one-year sabbatical. Based in Houston, TX, he has one year of industry experience. 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 advice to client risk tolerance and objectives, utilizing a range of investment vehicles and offering educational workshops and private placement services.

Ian Mcclintic is a CFP® professional with 14 years of industry experience, currently serving at Early McClintic & McMillan, LLC since 2017. Prior to this, he worked at Raymond James Financial Services Advisors and Raymond James Financial Services, Inc. He is licensed to sell insurance through unaffiliated companies and receives commission-based compensation for insurance product sales. Early McClintic & McMillan provides financial planning and portfolio management services to individuals, families, retirement plan sponsors, and foundation trustees. The firm integrates quantitative and qualitative analysis with strategic asset allocation and offers separately managed accounts and 401(k) advisory services through its partnership with Raymond James.

Tavis Parkerson Jr. is a financial advisor at Oak Harvest Investment Services in Houston, TX, with four years of industry experience. He holds Series 63 and Series 65 designations and has worked at Oak Harvest Investment Services and Newedge Securities Inc., among other firms. 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 fundamental, technical, and value/cyclical analysis, and offers educational seminars and community-college courses as part of its investor education efforts.

Anthony Ackerman is a financial advisor with United Advisors America, holding Series 63 and Series 65 licenses and having 14 years of industry experience. His prior work includes roles at North Star Wealth Management, The Broughton Investment Group, and Futurity First. He also works as an independent contractor offering insurance products. United Advisors America serves individual investors, particularly those near retirement, as well as pension and profit-sharing plans, providing investment management and financial planning. The firm uses a Modern Portfolio Theory-based approach with model portfolios, regular reviews, and offers exposure to mutual funds, ETFs, and digital currency products.

John Parlapiano is a CFP® and holds a Series 65 license with 18 years of industry experience. He has been with Franklin, Parlapiano, Turner & Welch LLC since 2013. Franklin, Parlapiano, Turner & Welch LLC advises high-net-worth individuals, trusts, and estates, offering fee-only asset management and comprehensive financial planning through its Managed Account Program. The firm uses a structured client intake process and applies fundamental analysis to select investments across several model allocations, managing approximately $811 million in discretionary assets.

Rachel Mc Coll is a financial advisor at ICON Wealth Partners with five years of industry experience. She holds the Series 65 and Series 63 licenses and previously worked at MFS Fund Distributors, Inc. and MFS Investment Firm. 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 employs a primarily long-term investment approach that combines fundamental and technical analysis, utilizing low-cost ETFs and customized allocations tailored to each client’s goals and risk tolerance.

Mark Radulovich is a financial advisor with Prota Financial, holding a Series 66 designation and 12 years of industry experience. He has been with Prota Financial since 2016. Outside of his advisory role, he is a co-founder of Capital 148, a software company. 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 conventional and Sharia-compliant options, and uses fundamental analysis alongside Modern Portfolio Theory.

Scott Hansen is a financial advisor at Encompass Advisory Services, LLC with 22 years of industry experience. He holds Series 65 and Series 66 licenses and has previously worked at Allstate Insurance, USAA Financial Planning Services, and Equitable Advisors. Hansen also operates a small business consulting and insurance agency focusing on life insurance and long-term care products. Encompass Advisory Services is a team-based registered investment adviser serving individuals, business entities, retirement plans, trusts, and charitable organizations. The firm offers financial planning, investment and wealth management, and estate-document facilitation, utilizing a range of portfolio management approaches that include mutual funds, ETFs, individual securities, and private placements.