Kevin Roth is a CFP® with 15 years of industry experience, currently serving as an advisor at Tanglewood Legacy Advisors, LLC since 2018. He previously worked at Clarus Wealth Group and Raymond James Financial Services. He is the owner of KW WEALTH LLC, a support company for lease and office expenses. Tanglewood Legacy Advisors is a five-advisor firm that manages approximately $809 million in assets for individuals, high-net-worth clients, business entities, trusts, estates, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management along with financial planning and consulting services, using customized portfolios primarily composed of actively managed mutual funds and ETFs, and incorporates interval funds and structured notes in its investment approach.

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 with Banorte Asset Management, Inc. in Houston, TX, holding Series 63 and Series 65 registrations and 17 years of industry experience. Her career includes roles at PNC Investments, Insigneo Advisory Services, and BBVA Compass Insurance Agency. She has been with Banorte since 2025. Banorte Asset Management serves individual and high-net-worth clients, including trusts, estates, charitable organizations, and business entities, with a client base concentrated in Latin America. The firm offers discretionary and non-discretionary portfolio management, utilizing customized model portfolios across various asset classes and a white-label digital advisory platform.

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 with Oak Harvest Investment Services in Houston, TX. She has worked with Oak Harvest Financial Group and Oak Harvest Investment Services since 2019, and previously spent ten years with the Houston Municipal Employee Pension System. 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 combines fundamental, technical, and value/cyclical analysis in managing discretionary client accounts across various asset classes and also advises an open-end mutual fund.

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 with MBR Financial in Houston, TX, holding a Series 63 designation and 29 years of industry experience. He has been with MBR Financial since 2013 and is also involved in an agricultural business, La Vern J. Bender LLC. MBR Financial serves individuals, high-net-worth families, and certain pension and profit-sharing plans with comprehensive financial planning, estate planning, and investment management services. The firm employs a proprietary top-down asset allocation process combined with quantitative and qualitative analysis and offers alternative investments and performance-based fee arrangements for qualified clients.

Federico Garza IV is a CFP® professional with three years of industry experience, currently with Endeavor Advisors, LLC. He previously worked at Northern Trust for sixteen years. Endeavor Advisors is a registered investment adviser serving individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans with discretionary investment management, family office and wealth management, and standalone financial planning. The firm uses long-term strategies involving individual stocks, ETFs, mutual funds, independent managers, and bonds, combining fundamental and technical analysis in portfolio construction and monitoring.

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 an advisor with Wealth Management Group, holding Series 63 and Series 65 licenses and possessing five years of industry experience. His background includes roles at Park Avenue Securities and Guardian Life Insurance Co. of America. Outside the financial industry, he works part-time as a sanitation worker for H-E-B. Wealth Management Group serves individuals, including high net worth clients, as well as institutional clients such as pension plans and charities. The firm offers a range of services including financial planning, discretionary investment management, and retirement plan consulting, utilizing multiple investment strategies and a diverse selection 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.

Chanse Wegner is a financial advisor with Lifestyle Wealth and holds the Series 66 designation. He has accumulated experience through roles at multiple firms since 2021, including Cetera Advisors LLC and FlipCo Financial. Lifestyle Wealth serves a diverse client base including individuals, high-net-worth clients, retirement plans, trusts, corporations, and other registered investment advisers. The firm offers a range of portfolio management and financial planning services, utilizing a mix of proprietary and third-party models, and acts as a model and signal provider as well as a sub-advisor to other advisers.

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.