Joshua Kirby is a CFP® certificant with 11 years of industry experience, currently serving at Westpark Wealth Advisors, Inc. and Calton & Associates, Inc. He has held roles with these firms since 2016 and 2017, respectively, and previously worked at Ims Securities, Inc. Joshua is a partner in Compass Retirement Planning and is involved with Camp Blessing, a Christian summer camp for children with special needs, where he leads Bible studies and fosters community partnerships. Westpark Wealth Advisors provides investment advisory and financial planning services to individuals, trusts, estates, pension and profit-sharing plans, and business entities. The firm offers portfolio management through various strategies and third-party managers, working with clients to define objectives and risk tolerance while often managing assets on a non-discretionary basis.

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.

Richard Kaplan is a financial advisor at Inscription Capital, LLC with 28 years of industry experience. He previously worked at Legacy Asset Securities, Inc. and Legacy Asset Management, Inc. for over two decades before joining Inscription Capital in 2019. Kaplan has served as treasurer of the board for Emery Weiner School and is involved with the Holocaust Museum Houston and Congregation Beth Israel in various non-investment community roles. Inscription Capital serves individual and institutional clients, including high net worth individuals, family offices, trusts, estates, and private foundations. The firm employs a personalized, committee-driven investment process emphasizing fundamental analysis and long-term, diversified allocations across a broad range of asset types, offering both direct management and access to external managers and platforms.

Ronald Bucchi is a financial advisor with Westpark Wealth Advisors, Inc. in Houston, TX, holding the CFP® and Series 63 designations and bringing 38 years of industry experience. He has worked with Calton & Associates, Inc., Westpark Wealth Advisors, and IMS Securities, Inc. Bucchi is also involved in family budgeting and insurance policy review services and participates as a non-paid member of the Pacific Life Advisory Council providing feedback on advisory variable annuity offerings. 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 range of strategies, including portfolio management, third-party money manager arrangements, and financial planning, often involving client approval for trades rather than full discretionary authority.

Owen Murray is a CFA® charterholder with 25 years of industry experience. He has been with Horizon Advisors, LLC since 2005. He holds a Series 65 license and is based in Houston, TX. Horizon Wealth Advisors is an independent, fee-only wealth management firm serving individuals, trusts, pension plans, and other entities with substantial investable assets. The firm provides comprehensive financial planning and discretionary portfolio management using diversified portfolios that include mutual funds, ETFs, individual securities, and outside managers.

Bretton Williams is a CFP® professional with 26 years of industry experience, currently serving as an advisor at Saxon Financial Group. His prior experience includes 12 years at Raymond James Financial and Raymond James Financial Services, Inc. He also serves as Secretary and Treasurer of the Villas of Hempstead Homeowners Association in Houston, TX. Saxon Financial Group serves individual and high-net-worth clients, trusts, estates, businesses, and retirement plans by providing investment management, financial planning, and retirement-plan advisory services. The firm constructs model-based and customized portfolios with a long-term focus, using a range of investment vehicles including mutual funds, ETFs, equities, options, fixed income, and alternatives.

Joseph Thomson III is a financial advisor at Horizon Wealth Advisors with 26 years of industry experience. He has worked at Horizon Advisors, LLC since 1999 and is also vice president and shareholder of Maddox, Thomson & Associates, P.C., a public accounting firm where he dedicates most of his time. Horizon Wealth Advisors is an independent, fee-only wealth management firm serving individuals, trusts, pension plans, and other entities with substantial investable assets. The firm provides comprehensive financial planning and discretionary portfolio management using diversified portfolios and maintains ongoing monitoring with regular account reviews.

John Havenar is a financial advisor at Hurwitz Associates, Inc. in Houston, TX, holding Series 63 and Series 66 licenses with 31 years of industry experience. He has been with Hurwitz Associates since 2016. Outside of his advisory role, Havenar manages residential rental properties and owns a health and life insurance sales business. Hurwitz Associates provides discretionary and non-discretionary investment management primarily for individual and high-net-worth clients, focusing on asset allocation through Modern Portfolio Theory using individual securities and ETFs. The firm emphasizes long-term, low-turnover portfolio management and involves clients in setting investment objectives.

Michael Bishop is a financial advisor with Branson Fowlkes & Co Inc in Houston, TX, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He previously worked at Triad Advisors, Inc. for 14 years and has served as a board member for the Harris County Municipal Utility District No. 58 since 2016. Branson Fowlkes & Company provides investment advisory and financial planning services to individuals, families, trusts, estates, charitable organizations, and small- to medium-sized businesses, employing a multi-level diversification strategy called "D³ The Power of Diversification" that integrates asset allocation, investment styles, and manager selections.

Jason Burdine is a financial advisor at Post Oak Private Wealth Advisors in Houston, Texas, with 21 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at firms including Investment Professionals, Inc., LPL Financial LLC, and Incomar Investments, LLC. Outside of his advisory role, he advises on school curriculum through a separate educational business. Post Oak Private Wealth Advisors serves individuals, institutions, and various plan types with portfolio management, financial planning, and educational seminars. The firm manages approximately $282 million in discretionary assets, employing a value- and risk-focused investment philosophy that incorporates a mix of equities, fixed income, mutual funds, ETFs, options, and proprietary manager research.

Andrew Casey is a CFP® with two years of industry experience, currently serving as a financial advisor at Precedent Wealth Partners, LLC in Houston, TX. Prior to joining Precedent Wealth Partners, he worked at LJA Engineering, Inc. for six years in various roles. Precedent Wealth Partners manages roughly half a billion dollars for about 165 clients, including individuals, trusts, estates, corporations, and retirement plans. The firm employs a committee-driven investment process that combines asset allocation, active and passive management, and third-party managers accessed through a TAMP, and emphasizes participant education and seminar-style outreach in its retirement plan consulting.

Neil Linden II is a financial advisor at TIP Group LLC in Houston, TX, holding a Series 65 credential with one year of industry experience. Before joining TIP Group, he worked at The Fitzpatrick Group and Amerus Financial, as well as spending nine years at Cloudera, Inc. TIP Group LLC provides portfolio management and financial planning services to individuals, high-net-worth clients, and business entities. The firm combines fundamental analysis, modern portfolio theory, and technical analysis to guide investment decisions and offers both discretionary and non-discretionary management.

Blake Pratz is a financial advisor with ICON Wealth Partners in Houston, TX, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has worked with Icon Wealth Advisors since 2016 and is also associated with Purshe Kaplan Sterling Investments, Inc. Mr. Pratz is licensed as an insurance agent, dedicating a small portion of his time to insurance sales. 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, emphasizing low-cost ETFs and customized portfolio allocations aligned with client goals and risk tolerance.

Lauren Hall is a financial advisor with Pin Oak Investment Advisors Inc in Houston, TX, holding a Series 65 credential and one year of industry experience. Prior to joining Pin Oak, she worked at Brown Advisory and Nuance Investments, LLC, and has experience at the University of Texas at Austin and Houston Trust Company. Pin Oak Investment Advisors is an independent firm managing approximately $785 million for around 300 clients. The firm serves individuals, family offices, trusts, estates, charitable organizations, business entities, and pooled funds, focusing on discretionary portfolio management, financial planning, consulting, and family office services with an investment approach that combines fundamental and cyclical analysis alongside alternative and private investments.

Marco Razo Torres is a financial advisor at Alterna Wealth Management, Inc. in Houston, TX, holding a Series 66 designation with four years of industry experience. His prior roles include positions at Alterna Securities Inc. and academic appointments at the University of Incarnate Word and the University of Indianapolis. Alterna Wealth Management provides investment advisory and portfolio management services to individuals, high-net-worth clients, trusts, estates, institutions, and charitable organizations, serving a significant number of clients outside the United States. The firm employs a disciplined, global approach to asset allocation and diversification, using dynamic models and combining quantitative analysis, technical methods, and an in-house trading desk to construct portfolios.

Jeff Peskin is a financial advisor with Sovereign Wealth Advisors LLC in Houston, TX, holding a Series 66 designation and 25 years of industry experience. He has worked at Sovereign Wealth Advisors since 2015 and has been affiliated with LPL Financial since 2005. Sovereign Wealth Advisors serves individuals, trusts, retirement plans, and corporate clients by providing portfolio management, financial planning, retirement-plan consulting, and educational seminars. The firm uses a combination of fundamental and technical analysis with a range of investment strategies and offers both commissionable and fee-based services.