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.

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.

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 the Series 66 designation and 26 years of industry experience. He has worked at Sovereign Wealth Advisors since 2015, at LPL Financial since 2005, and earlier at Morgan Stanley from 2000 to 2005. 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 various analytical methods and offers both discretionary and non-discretionary management, implementing advice through multiple sponsored programs and third-party managers.

James Mccarthy is a financial advisor with The Clarus Group in Houston, TX, holding a Series 63 designation and 55 years of industry experience. His prior roles include positions at Kingswood Capital Partners, The Noble Group, and Raymond James across multiple entities from 1994 to 2020. The Clarus Group provides wealth management and discretionary investment management services to individuals, trusts, estates, businesses, and retirement plans. The firm employs customized investment models focused on objectives such as absolute return, capital preservation, income generation, and tax minimization, utilizing ETFs, mutual funds, and other instruments with a generally long-term investment approach.

Hoang Khoi Ly is a financial advisor at Manske Wealth Management, LLC in Houston, TX, with four years of industry experience. He holds the Series 65 and Series 63 licenses and has worked at firms including Invesco and Nordstrom. Manske Wealth Management provides financial planning, consulting, and discretionary wealth and portfolio management to individuals, trusts, estates, corporations, and business entities. The firm manages about $707 million for roughly 480 clients and employs a multi-method investment analysis tailored to client-specific objectives.

John Cook is a financial advisor with Managed Financial Services Corp Inc in Houston, TX, holding Series 63 and Series 65 credentials and 26 years of industry experience. He has been with Managed Financial Services, Inc. since 1997. Managed Financial Services Corporation, Inc. provides discretionary and non-discretionary portfolio management to individuals, employer-sponsored retirement plans, and institutional clients. The firm specializes in mutual funds and annuity products, applying a committee-driven investment process that includes proprietary tools and formal monitoring to tailor portfolios to client objectives and risk tolerance.

Nicholas Drew is a financial advisor at Modern Capital Advisors, LLC with 28 years of industry experience. He holds a Series 63 designation and has worked at Modern Capital Advisors since 2012. Outside of his advisory role, he is co-owner of Retro DJ To Go, LLC, a disc jockey service, and serves as Attorney-In-Fact for the Lakes At Cypress Hill Home Owners Association, handling accounting duties. Modern Capital Advisors provides financial planning, portfolio and wealth management, and retirement-plan consulting to individuals, pension plans, charitable organizations, and corporations. The firm employs a core-and-satellite investment approach with diversified portfolios and offers Strategic Portfolio Management strategies through various custodial platforms.

Ryan Scharar is a Series 65-licensed advisor at FCA Corp with four years of industry experience. He has been with FCA Corp since 2021 and previously worked at Frazer Antalffy Integrated Consulting, LLC. In addition to his financial advisory role, Scharar serves as president of Scharar Law Firm, PC, a legal practice he has operated since 2014. FCA Corp offers portfolio management, financial planning, and consulting services to individuals, managed entities, and open-end investment companies. The firm manages separately managed accounts and serves as investment adviser to the Commonwealth International Series Trust, using a process that includes fundamental analysis and macroeconomic factors to create customized portfolios.

Marcelo Andres Gomez is a CFP® with 11 years of industry experience, currently serving at Banorte Asset Management, Inc. since 2023. His prior experience includes roles at Truist Advisory Services, Inc. and Actinver Securities, Inc. He is co-founder and advisor of ZAFE, an insurance deductible financing business. Banorte Asset Management, Inc., operating as Banorte Wealth Advisors, provides discretionary and non-discretionary portfolio management services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and corporations. The firm offers customized portfolios through its BAM Traditional and BAM Digital programs, serving a primarily international clientele with a notable presence in Latin America.