Gil Baumgarten is a financial advisor at Segment Wealth Management, LLC in Houston, TX, with 26 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at UBS Financial Services and Concert Wealth Management. Baumgarten is also involved as General Partner in a private mineral fund, VEP Orchard II LLC. Segment Wealth Management provides discretionary and non-discretionary investment management to individuals, business entities, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm combines ETF-based asset allocation with actively managed equity strategies and tailored fixed-income portfolios, serving clients with approximately $2.07 billion in assets under management as of December 31, 2025.

Evan Darr is a financial advisor at Precedent Wealth Partners, LLC with two years of industry experience. Prior to joining Precedent, he held roles in construction and mortgage industries, including positions at Mike Darr Construction and Parker and Clark Mortgage. Outside of advising, he works as a preconstruction analyst and project manager in the construction sector. Precedent Wealth Partners is a registered investment adviser serving individuals, trusts, estates, corporations, and retirement plans. The firm employs a committee-driven investment process that combines active and passive management, third-party managers, and traditional security analysis, with a focus on participant education and seminar-style outreach in its retirement plan consulting.

Jackson Rowe is a financial advisor at TIP Group LLC in Houston, TX, holding a Series 65 designation with approximately 3 years of industry experience. His prior work includes positions at The Fitzpatrick Group and involvement in educational and municipal roles. TIP Group LLC offers portfolio management and financial planning services to individuals, high-net-worth clients, and business entities. The firm uses a combination of fundamental analysis, modern portfolio theory, and technical analysis to guide investment decisions and provides both discretionary and non-discretionary management.

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.

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.

Douglas Walden is a financial advisor at Robertson Investment Management in Houston, TX, holding a Series 66 designation with seven years of industry experience. Prior to joining Robertson Investment Management, he worked at Edward Jones for eight years and was employed by KHOU Channel 11 for four years. Robertson Investment Management serves a diverse client base including individuals, families, trusts, pensions, corporations, and financial institutions. The firm offers a range of services such as portfolio management, financial planning, family office services, and private placements, utilizing both in-house and third-party investment strategies across multiple equity products.

Bernardo Hubard is a financial advisor at Monex Asset Management, Inc. in Houston, TX, with 20 years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at Morgan Stanley Smith Barney LLC and VectorGlobal WMG. He has been with Monex-affiliated firms since 2021. Monex Asset Management serves individuals, including high-net-worth clients, as well as corporations, trusts, estates, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management and investment consulting, employing a variety of strategies from long-term holdings to short-term trading, supported by sub-advisory and technology partnerships.

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.

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.

Kim Petersen is a financial advisor at Checchi Capital Advisers, LLC with three years of industry experience. She holds Series 63 and Series 65 licenses and has prior experience as a consultant and with Work America Capital/Varsity Hype. Petersen serves on the boards of a sustainable farming start-up, a charitable outreach organization, a corporate growth association in Houston, and holds roles with The University of Texas McCombs School of Business and The University of Texas Chancellor’s Council Executive Committee. Checchi Capital Advisers provides discretionary portfolio management primarily for high-net-worth individuals and various institutional clients. The firm employs a quantitatively driven investment process utilizing proprietary models and offers diverse strategies across global equity and fixed-income portfolios.

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.

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.

Heidi Arneson is a financial advisor with Precedent Wealth Partners, LLC, where she has worked since 2024. She has one year of industry experience and also owns Arneson CPA Group, a tax preparation and business consulting firm. Prior to joining Precedent Wealth Partners, she worked at Noble Wolf I, LLC and Noble Growth Partners. Precedent Wealth Partners is a registered investment adviser managing approximately half a billion dollars for about 165 clients. The firm serves individuals, trusts, estates, corporations, and retirement plans, using a committee-driven investment process that combines asset allocation, active and passive management, and third-party managers.

Jose Beltran is a financial advisor with Monex Asset Management, Inc. in Houston, TX, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Monex Securities, Inc. and work at the University of St. Thomas. Monex Asset Management provides discretionary and non-discretionary investment advisory and consulting services to individuals, high-net-worth clients, corporations, trusts, estates, and charitable organizations. The firm employs a mix of fundamental, technical, and charting analysis across a broad range of investment products and offers both direct management and delegated discretionary management through a sub-advisor.

Richea Powell is a CFA® charterholder with 17 years of industry experience, currently serving at Haven Wealth Group in Houston, TX. She has been with Haven Wealth Group since 2008, working within a nine-advisor team. Haven Wealth Group offers discretionary investment management and comprehensive financial planning for individuals, foundations, pension and 401(k) plans, and corporations. The firm’s investment approach focuses on direct selection of individual stocks and bonds, tailored asset allocations, and a combination of income-producing and growth-oriented holdings.

Sloane Bennett is a financial advisor at Precedent Wealth Partners, LLC with one year of industry experience. She holds a Series 65 designation and has prior work experience in educational and service roles, including positions at Stephen F. Austin State University and Woodland Hills Golf Club. Precedent Wealth Partners is a registered investment adviser managing approximately half a billion dollars for around 165 clients. The firm serves individuals, trusts, estates, corporations, and retirement plans with a committee-driven investment process that combines asset allocation, active and passive management, and third-party managers, alongside a focus on participant education and seminar-style outreach.