Jennifer Barron is a financial advisor at Adell, Harriman & Carpenter with 30 years of industry experience. She holds the Series 63 and Series 66 licenses. Her prior roles include positions at Eaton Vance Management and American Century Investment Services. Adell, Harriman & Carpenter provides customized investment management and financial planning primarily to high-net-worth individuals and related entities, utilizing a discretionary approach with investments in individual equities, investment-grade bonds, and ETFs. The firm’s internal Investment Committee conducts fundamental analysis and maintains an approved buy list, focusing on multi-year investment horizons and accommodating client-imposed restrictions.

Nicholas McGuire is a CFP® professional with seven years of industry experience. He currently works at WJ Interests, LLC and previously held roles at Charles Schwab & Co., Inc., Charles Schwab Bank, SSB, United Health Care, Lambright Sports and Wellness, and Louisiana Tech University. He serves as a board member for the Louisiana Tech University College of Business Student Managed Investment Fund, where he participates in annual reviews of the student-managed endowment portfolio. WJ Interests primarily serves individual and high-net-worth families, along with trusts, estates, retirement plans, and select corporate clients, managing approximately $634 million across about 233 client relationships. The firm provides ongoing financial planning and discretionary investment management, developing strategic asset allocations and selecting external money managers with an emphasis on long-term relationships.

Lawrence Maddox is a CFP® professional with 26 years of industry experience, currently serving at Horizon Wealth Advisors in Houston, TX. He has been with Horizon Advisors, LLC since 1999 and previously worked at Maddox, Thomson & Associates, P.C. from 1985 to 2021. Horizon Wealth Advisors is an independent, fee-only firm that provides comprehensive financial planning and discretionary portfolio management. The firm serves individuals, trusts, pension plans, and other entities, focusing on clients with substantial investable assets through diversified portfolios and ongoing account monitoring.

Pedro Gonzalez is a financial advisor at GBM Wealth Management, Inc. in Houston, TX, holding Series 63 and Series 65 designations with three years of industry experience. His prior work includes roles at GBM International, Inc. and Mediterranean International Group, Ltd., as well as involvement with the University of Houston. GBM Wealth Management provides customized investment advisory and portfolio management services to individuals, high-net-worth clients, trusts, corporations, and select institutional clients. The firm employs fundamental analysis to construct portfolios across a range of strategies and serves both U.S. and non-U.S. clients, offering discretionary and non-discretionary account management.

Brett Gonzalez is a financial advisor at Doliver Advisors, L.P. in Houston, TX, holding a Series 65 credential. He has been with Doliver Advisors since 2024 and has prior experience at Charles Schwab & Co. Inc and Truvo Digital LLC. Doliver Advisors serves individual and high-net-worth clients, as well as trusts, foundations, and pooled investment vehicles, offering wealth management, customized portfolio management, a quantitative closed-end fund strategy, and access to private equity opportunities. The firm is notable for its role as a private fund adviser and sponsor, employing quantitative models and tailored strategies across its client offerings.

Adrian Gonzalez Villarreal is a financial advisor with Alterna Wealth Management, Inc. in Houston, TX, holding a Series 66 designation and 14 years of industry experience. His prior work experience includes roles at Actinver Securities, Actinver Wealth, EFM Capital, and Morgan Stanley. Outside of advising, he has been involved as a business consultant for a skin care distribution company that is in the process of closing. Alterna Wealth Management provides investment advisory and portfolio management services to individuals, high-net-worth clients, trusts, estates, institutions, and charitable organizations. The firm employs a disciplined, global approach to asset allocation, utilizing quantitative analysis, technical charting, and an in-house trading desk to support various investment styles.

Bradley Hughes is a CFP® and holds a Series 66 license with four years of industry experience. He currently works at Horizon Wealth Advisors and previously worked at Edward Jones. Outside of finance, Bradley serves as a band consultant and judge for various school districts in the Houston area. Horizon Wealth Advisors is an independent, fee-only firm that offers comprehensive financial planning and discretionary portfolio management for individuals, trusts, pension plans, and other entities, typically serving clients with substantial investable assets.

Conor Peterson is a financial advisor at Alterna Wealth Management, Inc. in Houston, TX, with nine years of industry experience. He previously worked at Raymond James & Associates for eight years and has experience outside the financial sector from a year at Steamboat Springs Resort. Peterson holds the Series 66 designation. Alterna Wealth Management provides investment advisory and portfolio management services to individuals, high-net-worth clients, trusts, estates, institutions, and charitable organizations. The firm employs a disciplined, global approach to asset allocation and diversification, utilizing dynamic models and a combination of quantitative analysis, technical methods, and an in-house trading desk.

Peter Fitzgerald is a financial advisor with Westpark Wealth Advisors, Inc. in Houston, TX, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Westpark Wealth Advisors since 1995 and also worked with Calton & Associates from 2017. Outside of his advisory role, he owns Fitzgerald Financial LP, where he serves as an agent shopping for traditional life insurance, and acts as an agent for Securance Corp Group Health Plans. Westpark Wealth Advisors provides investment advisory and financial planning services to individuals, trusts, estates, pension and profit-sharing plans, and business entities. The firm employs various investment strategies including long-term and short-term trading, option writing, and third-party manager arrangements, with many client assets managed on a non-discretionary basis.

Santiago Fernandez Ramos is a financial advisor with Finamex Asset Management, LLC, holding Series 63 and Series 65 licenses and 22 years of industry experience. His prior roles include positions at Natixis in both New York and London, BBVA Securities, and Tradition North America. Finamex Asset Management 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 and tactically managed, rule-driven strategies, with an emphasis on active fixed-income and sector supervision, managing a majority of assets on a non-discretionary basis.

Tatum Arther is a financial advisor with Oak Harvest Investment Services in Houston, TX, holding a Series 66 credential and one year of industry experience. Prior to joining Oak Harvest, Arther worked at MML Investors Services LLC and Mass Mutual Life Insurance Company/SFG. 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 integrates financial planning, risk profiling, and regular portfolio monitoring into its investment approach across various asset classes and also acts as investment adviser to an open-end mutual fund.

Richard Rosso is a CFP® professional with 27 years of experience in the financial services industry. He is currently with RIA Advisors in Houston, TX, where he has worked since 2012. Rosso is also a member of RIA Global Research LLC dba SimpleVisor, a registered robo investment adviser, and holds a 30% ownership stake in RIA Insurance Agency LLC. RIA Advisors provides fee-based portfolio management and financial planning services to individuals, charitable organizations, small businesses, and 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.

Scott Phillips is a financial advisor at Lavaca Capital, LLC in Houston, TX, holding a Series 65 designation with 11 years of industry experience. He has been with Lavaca Capital since 2013. Lavaca Capital 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’s investment approach includes equity and option strategies designed for risk-adjusted returns and downside protection, and it manages both separately managed accounts and private pooled funds with performance-based fee structures.

Felipe Sanchez Alcocer is a financial advisor at Alterna Wealth Management, Inc. with two years of industry experience. Prior to joining Alterna, he worked for Actinver Grupo Financiero for seventeen years. He is a licensed insurance agent offering life insurance policies on a limited basis. Alterna Wealth Management provides investment advisory and portfolio management services to individuals, high-net-worth clients, trusts, estates, institutions, and charitable organizations. The firm employs a disciplined, global approach to asset allocation using dynamic models and a combination of quantitative analysis, technical methods, and an in-house trading desk.

James Mooney is a financial advisor at Autumn Lane Advisors, LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at Point 72 / Everpoint, Carlson Capital, and Phoenix Natural Resources. Starting in 2024, he is a limited partner and minority owner general partner of a real estate investment limited liability company, Ivie Lane Partners LLC, but does not receive revenue or devote time to this role. Autumn Lane Advisors serves high-net-worth individuals and family offices, providing discretionary wealth management, non-discretionary investment consulting, and advisory services to private investment funds. The firm employs a family-office style approach with customized asset allocations and manages over $1 billion for a small client base, including multiple private funds with disclosed governance measures.

Zachary Rawl is a financial advisor with Sunbelt Securities, Inc. in Houston, TX. He holds Series 63 and Series 65 designations and has five years of industry experience, previously working at N.I.S. Financial Services Inc and National Western Life. Outside of his advisory role, he is involved with Charles W. Rawl & Associates, LLC, which provides insurance and estate planning services. Sunbelt Securities, Inc. offers investment advisory and related services to individual and institutional clients through a network of representatives. The firm employs various investment strategies and provides discretionary portfolio management, standalone financial planning, and referrals to third-party money managers.

Benjamin Le Boeuf is a financial advisor at Avidian Wealth Solutions with one year of industry experience. He holds a Series 66 designation and previously worked at Sanctuary Advisors LLC and Sanctuary Securities, Inc. from 2023 to 2025, and has experience in educational and healthcare institutions. Avidian Wealth Solutions is an SEC-registered advisory firm serving individuals, high-net-worth families, businesses, retirement plans, and institutional clients with investment management, financial planning, and fiduciary advisory services. The firm employs primarily model-based managed solutions supplemented by sub-advisors and separately managed accounts, and it also acts as a fund sponsor and sub-adviser, offering a range of fund, insurance, and consulting services.

Melissa Hoffman is a financial advisor with Capital Analysts in Sugar Land, TX, holding Series 65 and Series 63 credentials and nine years of industry experience. She has worked at Lincoln Investment and Dearborn & Creggs since 2017 and served the City of Sugar Land for 14 years prior. Hoffman is involved in her community as a swim coach for Fort Bend Master Swimming, a board member of the Fort Bend Chamber of Commerce, and a volunteer committee captain for the Houston Marathon. Capital Analysts serves a diverse client base including individual investors, high-net-worth clients, trusts, foundations, and businesses, providing portfolio management, custom and model portfolios, and retirement-plan advice. The firm combines discretionary and non-discretionary investment management with proprietary research and maintains notable institutional relationships through its integration with Lincoln Investment.

Courdney Williams is a financial advisor at CreativeOne Wealth, LLC with 11 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Noetic Wealth Strategies, Caitlin John Private Wealth Management, and New York Life. Williams also serves as a Wealth Advisor with CPA firms Kirk, Summa & Co and Gold Standard CPA. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, retirement plan consulting, and sub-advisory services to individuals, corporations, charitable organizations, and other RIAs. The firm uses a blend of proprietary ETF-based core models, third-party managers, and option-based strategies, supporting tailored suitability assessments and regular portfolio rebalancing.

Raymond Miller is a CFP®-certified financial advisor with 44 years of industry experience, currently serving at Sunbelt Securities, Inc. in Houston, TX since 2009. He holds Series 63 and Series 65 licenses. Outside of his advisory role, he is involved as a member in a technology investment entity. Sunbelt Securities serves a diverse client base, including individual investors, charitable organizations, and corporate clients, managing approximately $2.0 billion in assets. The firm provides portfolio management, financial planning, and access to third-party money managers, with advisory services delivered through a network of investment adviser representatives.