Michael Hariprashad is a financial advisor at Goodman Financial Corporation in Houston, TX, with one year of industry experience. Prior to joining Goodman Financial, he held positions at Baruch College, Waterside Plaza LLC, and NX3 Corporation. 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 client assets, emphasizing a fundamental, bottom-up investment approach with customized portfolios focused on individual equities and bonds.

Randolph Price is a CFP® with 39 years of industry experience, currently serving at Clear Trail Advisors, LLC. His prior roles include positions at Steward Partners Investment Advisory, Raymond James Financial Services, and RBC Capital Markets. Clear Trail Advisors provides investment advisory and planning services to individuals, trusts, retirement plans, and business entities, managing approximately $797 million in discretionary client assets. The firm combines traditional investment analysis with multi-asset allocation and alternative strategies, offering both direct portfolio management and third-party manager oversight.

Billy Desai is a CFA® charterholder and holds a Series 63 license with six years of industry experience. He is currently with Analog Capital Partners LLC and Analog Capital AI, where he has worked since 2020 and 2025 respectively. His prior roles include positions at Collaboration Capital and Invesco. Analog Capital Partners provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, and also acts as a subadviser to other investment advisers. The firm customizes portfolios based on client time horizons and risk tolerances using a mix of fundamental, quantitative, technical, and modern portfolio theory approaches.

William Bevill is a financial advisor at Sovereign Wealth Advisors LLC with 49 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Sovereign Wealth Advisors since 2015. Prior to that, he worked at LPL Financial LLC. Bevill serves as a board member of the non-profit Islander Athletic Fund in Corpus Christi, Texas. Sovereign Wealth Advisors LLC serves individuals, trusts, retirement plans, and corporate clients by providing portfolio management, financial planning, retirement-plan consulting, and educational seminars. The firm employs a combination of fundamental and technical analysis, offering a range of investment strategies and access to sponsored advisory programs and third-party manager platforms.

Rebecca Arseneau is a financial advisor with Haven Wealth Group in Houston, TX, holding a Series 65 designation and over 45 years of industry experience. Her career includes long-term service at Wells Fargo Bank and subsequent roles at South Trust Bank and Veritex Community Bank before joining Haven Wealth Group. Haven Wealth Group provides discretionary investment management and comprehensive financial planning for individuals, foundations, pension and 401(k) plans, and corporations. The firm emphasizes direct selection of individual stocks and bonds, tailoring portfolios to client risk tolerance and cash-flow needs while balancing income-producing and growth-oriented holdings.

David Eustis Jr. is a financial advisor with Inscription Capital, LLC, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has worked at Inscription Capital since 2018 and at Inscription Family Office since 2019, with prior experience at UBS Financial Services. Outside of his advisory role, he is involved as an owner and director in non-investment businesses Moe Inc. and OEB Wealth Holdings Inc. Inscription Capital serves individual and institutional clients, including high net worth individuals, family offices, trusts, estates, and private foundations, managing approximately $1.56 billion in assets. The firm offers comprehensive financial planning and portfolio management with a committee-driven investment process focused on fundamental analysis and long-term diversified allocations across a range of asset types.

I'm a former process research engineer - B.S. University of Louisiana at Lafayette, M.S. and Ph.D. in chemical engineering from the University of Texas at Austin. Upon graduating I joined Dow Chemical and had a productive 12-year career obtaining numerous patents and helping commercialize several products and processes. I enjoyed my Dow career, but there was something I enjoyed more. When Covid stopped the world, I re-evaluated my options and chose to pursue a passion. In 2022, I left a promising career at Dow to enroll in the CERTIFIED FINANCIAL PLANNER™ education program at Rice University. In April 2023, I launched Scientific Financial. I apply a scientific mindset and don't mindlessly accept doing things the "way they've always been done". I challenge the status quo and seek to do things better. Critical thinking has helped technology and the world move forward in the past decades. Financial planning should move forward too.

Ignacio Perezanta Ordonez is a financial advisor at Banorte Asset Management, Inc. with 19 years of industry experience. He holds Series 65 and Series 66 credentials and has worked at firms including BBVA Global Wealth Advisors and PNC Investments. Outside of his advisory role, he is a general partner at Modern Custom Luxury Homes, a company that constructs custom homes in the San Antonio area. Banorte Asset Management serves individual and high-net-worth clients, particularly those from Latin America, offering discretionary and non-discretionary portfolio management through various programs including a digital advisory platform. The firm employs customized portfolios built from multiple asset classes and maintains several affiliated entities to support its services.

Ian Harris is a CFP® with 15 years of industry experience and has been with Heritage Wealth Management in Houston, TX, since 2012. He holds a Series 66 license and works as part of a four-advisor team at the firm. Heritage Wealth Management provides financial planning and investment advisory services to individuals, high-net-worth individuals, and trusts. The firm manages approximately $357 million in discretionary assets and offers both a sponsor-operated wrap fee program and managed non-wrap accounts, including separately managed-account sleeves focused on tax efficiency.

Daniel Eaton is a financial advisor with Sovereign Wealth Advisors LLC in Houston, TX, holding a Series 66 designation and 21 years of industry experience. He has worked at Sovereign Wealth Advisors since 2015 and has been associated with LPL Financial LLC since 2007. Sovereign Wealth Advisors serves individuals, trusts, retirement plans, and corporate clients by offering portfolio management, financial planning, retirement-plan consulting, and educational seminars. The firm uses a combination of fundamental and technical analysis in its investment approach and provides services including discretionary portfolio management, consulting engagements, and access to sponsored advisory programs and third-party manager platforms.

Gerron Duhon is a financial advisor at Checchi Capital Advisers, LLC in Houston, TX. He holds Series 66 and Series 65 licenses and has one year of industry experience. Prior to joining Checchi Capital Advisers, he worked at PNC and Merrill. Checchi Capital Advisers provides discretionary portfolio management primarily for high-net-worth individuals and a range of institutional and pooled clients. The firm employs a quantitatively driven investment process using proprietary statistical models to construct globally diversified equity and fixed-income portfolios, often implemented with ETFs and tax-optimization strategies.

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.

Jesus Pompa is a CFP® professional with 11 years of industry experience, currently serving as an investment advisory representative at Lifestyle Asset Management, INC. He has held roles at multiple firms including Avantax Advisory Services and Cetera Advisors. Outside of advisory work, he is a part owner of a real estate business and has a recurring role as an agent and executive producer for a radio show. Lifestyle Asset Management, Inc. advises individuals, retirement plans, trusts, charitable organizations, and other entities with a client-specific approach to portfolio management, employing a range of investment strategies including equities, ETFs, mutual funds, fixed income, alternatives, and third-party models. The firm manages diverse asset types with regular monitoring and rebalancing and serves both discretionary and non-discretionary clients, including providing ERISA plan fiduciary services.

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.

David Doll is a Series 65-credentialed financial advisor at Sequent Asset Management, LLC, with 18 years of industry experience. He has been associated with Sequent since 2008 and also serves as owner and director of Le Jones, a valve seat manufacturing firm in Michigan. Doll is owner of Madsen Waters, LLC, a personal family investment entity in Texas. Sequent Asset Management serves high-net-worth families, business owners, executives, retirees, trusts, estates, charitable organizations, and corporate entities. The firm offers multi-family office wealth management and discretionary investment management through a committee-driven process, combining security analysis and investment environment assessment to create customized allocation strategies and financial plans across various client needs.

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.