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 CFP®-certified financial advisor with WESTPARK WEALTH Advisors, Inc. in Houston, TX, bringing 38 years of industry experience. He previously worked at IMS Securities, Inc. and Calton & Associates, Inc. Bucchi owns a financial services business focused on traditional fixed life insurance and annuity sales, and he serves on the Pacific Life Advisory Council, providing feedback on variable annuity operations. Westpark Wealth Advisors offers investment advisory and financial planning services to individuals, trusts, estates, and business entities. The firm employs various strategies, including long- and short-term purchases, trading, and the use of third-party managers, often managing assets on a non-discretionary basis that requires client trade approval.

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 at Branson Fowlkes & Co Inc in Houston, TX, holding Series 63 and Series 65 licenses with 26 years of industry experience. He has worked at Branson, Fowlkes & Company since 2022 and previously spent 14 years at Triad Advisors, Inc. Bishop serves as a board member of the Harris County Municipal Utility District No. 58. Branson, Fowlkes & Company provides investment advisory and financial planning services to individuals, families, trusts, estates, charitable organizations, and small- to medium-sized businesses, offering portfolio management, retirement and tax planning, cash-flow and estate planning, and implementation of investment recommendations. The firm uses a strategic multi-level diversification approach called "D³ The Power of Diversification," combining asset-class allocation with diversification across 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.

Stacey Rognon is a financial advisor with WESTPARK WEALTH Advisors, Inc. in Houston, TX, holding a Series 66 designation and 26 years of industry experience. She has been with Westpark Wealth Advisors since 2002 and previously worked at IMS Securities, Inc. and Morgan Stanley DW Inc. 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 a range of investment strategies and focuses on aligning recommendations with clients’ objectives and risk tolerance.

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, holding Series 63 and Series 65 licenses with five years of industry experience. His background includes roles at Invesco, Nordstrom, and Nava Real Estate. Manske Wealth Management provides financial planning, consulting, and discretionary wealth and portfolio management to individuals, trusts, estates, corporations, and business entities. The firm employs a multi-method investment analysis approach and tailors portfolios to client-specific objectives rather than standard market benchmarks.

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.

Christopher Hassell is a financial advisor with 5 years of industry experience, currently with 15 Wealth Advisors LLC in Houston, TX. He holds the Series 66 designation and has worked previously at firms including LPL Financial LLC and VALIC Financial Advisors Inc. Outside of his advisory role, Hassell is the owner of Cafe Siena, a coffee business. 15 Wealth Advisors serves individual, high-net-worth, pension, and corporate clients with investment advisory, financial planning, and employer planning services. The firm employs a multi-disciplinary investment process focusing on discretionary portfolio management primarily using ETFs, model allocations, and customized recommendations, while providing employer-level workplace financial planning and retirement consulting.