Charles Fahy is a financial advisor with Sovereign Wealth Advisors LLC in Houston, TX, holding Series 63 and Series 66 licenses and bringing 53 years of industry experience. He has worked at LPL Financial LLC since 2004 and joined Sovereign Wealth Advisors in 2015. Sovereign Wealth Advisors serves individuals, trusts, retirement plans, and corporate clients, offering portfolio management, financial planning, retirement-plan consulting, and educational seminars. The firm uses a combination of fundamental and technical analysis, discretionary portfolio management, and access to third-party manager platforms to tailor investment strategies.

Eric Nguyen is a CFP® with eight years of experience in the financial industry. He is currently with Oak Harvest Investment Services, where he has worked since 2022. His prior roles include positions at Fidelity Investments, Thrivent Advisor Network, and Purshe Kaplan Sterling Investments. Outside of advisory work, he is also an insurance agent with Oak Harvest Insurance Services. Oak Harvest Investment Services is a team advisory firm that serves individuals, families, high-net-worth clients, and retirement plan sponsors with portfolio management, financial planning, and consulting services. The firm integrates financial planning and risk profiling into its discretionary asset-management process and manages a variety of investment types while also advising an open-end mutual fund.

Magdalena Santos is a financial advisor with Westpark Wealth Advisors, Inc. in Houston, TX, holding a Series 66 designation and 19 years of industry experience. She has worked at Westpark Wealth Advisors since 2008 and previously at IMS Securities, Inc. and Calton & Associates, Inc. Westpark Wealth Advisors serves individuals, trusts, estates, pension and profit-sharing plans, and business entities with investment advisory and financial planning services. The firm uses a variety of investment strategies and often manages client assets on a non-discretionary basis, requiring client approval for trades.

Barbara Villard Schmoyer is a Series 65-licensed advisor with Financial Synergies in Houston, TX, where she has worked since 2016. She has nine years of industry experience. Financial Synergies serves individuals, retirement plans, trusts, estates, charitable organizations, and corporate clients with investment management, financial planning, and held-away account advisory services. The firm uses diversified, allocation-driven portfolios and offers a goals-based Pathway program, managed-account solutions, and sub-advisory relationships.

Jonathan Penn is a CFP® professional with 18 years of industry experience, currently serving as a financial advisor at RIA Advisors since 2020. His prior roles include positions at RIA Wealth Advisors LLC and Pin Oak Investment Advisors, Inc., as well as seven years at Boston Scientific. He is also a licensed insurance agent with RIA Insurance Agency LLC. RIA Advisors provides fee-based portfolio management and financial planning to individuals, charitable organizations, small businesses, and retirement plans. The firm manages approximately $1.53 billion in assets, employing a disciplined investment process that combines fundamental and technical analysis, value investing, and Modern Portfolio Theory.

Bonita Harden Lair is a financial advisor with Goodman Financial Corporation in Houston, TX, holding seven years of industry experience. Prior to joining Goodman Financial, she worked at Tucker Financial and held roles in lending at FC Lending and Cornerstone Home Lending. Outside of her financial advisory career, she owns and manages H&L Express LLC, a trucking and logistics business. Goodman Financial Corporation provides discretionary investment management and financial advisory services to individuals, trusts, estates, endowments, corporations, and pension plans, managing approximately $915.9 million in assets. The firm employs a fundamental, bottom-up investment approach focused on individualized portfolios with an emphasis on tax efficiency and predictable fixed-income strategies.

Jose Maria Celorio Alvarez is a financial advisor at Alterna Wealth Management, Inc. in Houston, TX, holding Series 63 and Series 65 licenses with five years of industry experience. His prior work includes roles at Grupo Financiero Actinver and London Business School. Alterna Wealth Management provides investment advisory and portfolio management services to individuals, high-net-worth clients, and institutions, including a substantial international clientele. The firm employs a disciplined, global approach to asset allocation and diversification, utilizing quantitative analysis, technical methods, and an in-house trading desk to support a range of investment styles.

Daniel Weatherton is a financial advisor at Catalyst Wealth Management LLC with two years of industry experience. He holds a Series 66 designation and has worked at Innovation Partners LLC and GWN Securities, Inc. among other firms. Outside of his advisory role, he is a licensed insurance agent and registered representative, offering commissionable insurance products in addition to advisory services. Catalyst Wealth Management LLC provides ongoing portfolio management and advisory services to individual and high-net-worth clients, using a long-term trading approach across mutual funds, ETFs, fixed income, and similar securities. The firm manages accounts on a non-discretionary basis and employs Turnkey Asset Management Programs to implement client strategies.

Elizabeth Krog is a CFP® and holds a Series 66 license with six years of industry experience. She currently works at Oak Harvest Investment Services, joining in 2022 after roles at Facet Wealth and McKinney Capital Management. In addition to her advisory work, Krog is a licensed insurance agent and occasionally provides commissionable insurance products to clients. Oak Harvest Investment Services is a team advisory firm serving individuals, families, high-net-worth clients, and retirement plan sponsors. The firm offers portfolio management, financial planning, consulting, and plan-sponsor services, integrating financial planning and risk profiling into a discretionary asset-allocation process across various investment types.

Jennifer Youngblood is a financial advisor with Horizon Wealth Advisors in Houston, TX, holding eight years of industry experience. She previously worked at Maddox, Thomas & Associates, P.C. for 13 years. Horizon Wealth Advisors is an independent, fee-only wealth management firm serving individuals, trusts, pension plans, and other entities, typically 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.

James Hamilton is a financial advisor with Portfolio Advisory Council, L.L.C. in Houston, TX, holding Series 63 and Series 65 credentials and over 31 years of industry experience. He has worked at Mutual Securities, Inc. and Cambridge Investment Research, Inc., and has been with Portfolio Advisory Council for 30 years. Outside of his advisory role, Hamilton serves as a director of the Midtown Business Network, is a trustee overseeing church finances at Northeast Houston Baptist Church, and is a board member of Municipal Utility District No. 83 of Texas. Portfolio Advisory Council, L.L.C. provides financial planning and portfolio management to individuals, corporations, pension and profit-sharing plans, Taft-Hartley plans, and charitable institutions. The firm employs a growth-and-income investment approach using a mix of mutual funds, ETFs, individual stocks and bonds, REITs, and options, combining fundamental, technical, and cyclical analysis.

Danny Armstrong is a financial advisor with Westpark Wealth Advisors, Inc. in Houston, TX, holding a Series 63 designation and bringing 34 years of industry experience. He has worked with Westpark Wealth Advisors since 2002 and previously with Calton & Associates from 2017. Outside of his advisory work, Armstrong is involved in rodeo announcing and sports broadcasting for a local radio station. Westpark Wealth Advisors serves individuals, trusts, estates, pension and profit-sharing plans, and business entities with investment advisory and financial planning services. The firm employs a variety of strategies including long- and short-term investments, option writing, and third-party money manager arrangements, often managing assets on a non-discretionary basis that requires client approval of trades.

Mariana Martinez Cabral Torres is a financial advisor at Finamex Asset Management, LLC with one year of industry experience. She holds a Series 66 designation and has worked at several firms including Casa de Bolsa Banorte S.A. de C.V. and Grupo Financiero Santander Mexico. Finamex Asset Management, LLC provides portfolio management, financial planning, and consulting services primarily to high-net-worth individuals in Mexico, as well as institutional clients such as pension fund managers and businesses. The firm employs a combination of Modern Portfolio Theory, tactical asset allocation, and technically based, rule-driven strategies, with a notable emphasis on non-discretionary management and active fixed-income and sector supervision.

Adam Cervantes is a CFP® professional with three years of industry experience. He is currently an advisor at RIA Advisors and previously worked at Avior Wealth Management, The Financial Advisory Group, and the Practice Advisory Group. Outside of his advisory role, he owns and operates a small LLC where he performs mechanical and auto body work on vehicles for friends and family as a weekend hobby. RIA Advisors provides fee-based investment management and financial planning services to individuals, including high-net-worth clients, as well as institutional retirement plans. The firm employs a mix of fundamental and technical analysis within a Modern Portfolio Theory framework to manage portfolios on a discretionary basis and offers specialized plan-level services for ERISA-qualified plan sponsors.

Fredrick Jackson is a financial advisor at Westpark Wealth Advisors, Inc. in Houston, TX, with 26 years of industry experience. He has been with Westpark since 2019 and previously worked at Calton & Associates, Inc. and IMS Securities, Inc. Fredrick is also an employee tax preparer at H&R Block. Westpark Wealth Advisors provides investment advisory and financial planning services to individuals, including high-net-worth clients, trusts, estates, pension and profit-sharing plans, and business entities. The firm employs a variety of investment strategies and emphasizes client involvement in trade decisions, managing a significant portion of assets on a non-discretionary basis.

Ryan Mason is a financial advisor at Lavaca Capital, LLC with four years of industry experience. He holds a Series 65 designation and previously worked at Bank of America Merrill Lynch from 2018 to 2021. Mason also has experience in academic roles at Howard Payne University. Lavaca Capital, LLC provides discretionary investment advisory and sub-advisory services to institutional and high-net-worth clients, including asset managers, registered investment advisers, and family offices. The firm employs equity and option strategies aimed at risk-adjusted returns and downside protection, managing approximately $421 million in assets across about 21 client relationships as of December 2024.

Robert Kasten is a financial advisor at Robertson Investment Management in Houston, TX, with 42 years of industry experience. He holds a Series 63 designation and has worked at firms including OSAIC, Securities America, Inc., First Allied Securities, Inc., First Allied Advisory Services, Inc., and VOYA Financial Advisors, Inc. Robertson Investment Management serves a diverse client base, including individuals, families, trusts, pensions, corporations, and banks. The firm offers a range of investment and financial services, combining fundamental, technical, and cyclical analysis with access to third-party managers and private placement opportunities.

Maria De Lima Velez is a financial advisor at Icon Wealth Partners with two years of industry experience. She holds a Series 65 designation and has previously worked at Arete Investments, Quest Trust Company, and ABLC of Houston. Outside of advising, she has been involved with Arete Insurance Services as an insurance agent focusing on client onboarding, service, analysis, and case preparation. Icon Wealth Partners is a multi-advisor wealth management firm serving individuals, high-net-worth clients, trusts, estates, charitable organizations, and ERISA plans. The firm employs a long-term, model-driven investment approach that emphasizes low-cost ETFs alongside mutual funds, individual securities, and fixed-income strategies, providing discretionary portfolio management and periodic financial planning.

Bradley Bruna is a financial advisor with 20 years of industry experience, currently at 15 Wealth Advisors LLC in Houston, TX. He holds the ChFC® designation along with Series 63 and 66 licenses. His prior work includes a long tenure with AIG Valic and roles at LPL Financial and TSFG, LLC. Outside of advising, he is involved in a family-owned business called Not Your Daddy's Sports Collection. 15 Wealth Advisors LLC is a registered investment adviser that offers discretionary portfolio management, financial planning, and employer-focused retirement consulting. The firm emphasizes customized portfolios tailored to clients’ goals and uses a combination of fundamental, quantitative, technical, and modern portfolio theory analyses.

Skyler Seidman is a financial advisor at Clear Trail Advisors, LLC in Houston, TX, holding a Series 65 designation with one year of industry experience. He previously worked at Flagship Investment Management LLC and Flagship Capital Partners. Clear Trail Advisors provides investment advisory and planning services to individuals, trusts, retirement plans, and business entities. The firm manages roughly $797 million in discretionary client assets and employs a multi-faceted investment approach that includes fundamental and technical analysis, multi-asset allocation, direct indexing, ETFs, and alternative investments.