Diana Castro is a CFP® and holds a Series 65 license with six years of industry experience. She has worked at Goodman Financial Corporation since 2018, following a four-year tenure at Forum Energy Technologies, Inc. Goodman Financial Corporation provides discretionary investment management and targeted financial advisory services to individuals, trusts, estates, endowments, corporations, and pension plans. The firm employs a fundamental, bottom-up investment process with customized portfolios focused on direct holdings in equities and bonds to enhance tax efficiency.

Rayce Nunley is a financial advisor with Catalyst Wealth Management LLC in Houston, TX, holding a Series 66 credential and six years of industry experience. He has previously worked at GWN Securities and Equitable Advisors, and is the owner of Whack Apparel, a social media-based t-shirt brand. Catalyst Wealth Management LLC provides portfolio management and retirement-plan services to individuals, high-net-worth clients, and employer retirement plans, managing approximately $105 million in assets for about 9,549 clients. The firm primarily delivers services through turnkey asset management programs and 401(k)/403(b) plan administration using a mix of fundamental and technical analysis within a long-term trading framework.

Adam Patten is a financial advisor at Prota Financial with five years of industry experience. He holds a Series 66 designation and previously worked at Thrivent Financial and Thrivent Investment Management Inc. Prior to his financial career, he served 14 years in the US Army. Prota Financial provides discretionary investment management and financial planning to individuals, high-net-worth clients, and small businesses. The firm employs model-based portfolio management, including Sharia-compliant options, and manages $270 million in regulatory assets.

Michael Wachsler is a financial advisor at Vertrix Wealth Management, LLC in Houston, TX, holding a Series 66 designation with 28 years of industry experience. His prior roles include positions at Greystone Financial Group, Polaris Greystone Financial Group, Scottrade, RJ Capital, Mercer Global Advisors, and Century Management Financial Advisors. Vertrix Wealth Management serves individuals, trusts, estates, small businesses, and employer-sponsored retirement plans, providing comprehensive portfolio management and retirement plan consulting. The firm employs a tactical, risk-management oriented investment approach that integrates fundamental and technical analysis, macroeconomic and market-sentiment indicators, and dynamic asset allocation.

Douglas Yauger is a financial advisor with Sovereign Wealth Advisors LLC in Houston, TX, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has been with Sovereign Wealth Advisors since 2015 and has concurrently worked at LPL Financial since 2008. Sovereign Wealth Advisors serves individuals, trusts, retirement plans, and corporate clients by providing portfolio management, financial planning, retirement-plan consulting, and educational seminars. The firm combines fundamental and technical analysis with a range of investment strategies and offers clients access to sponsored advisory programs and third-party manager platforms.

Joaquin Sanchez Hernandez is a CFA® charterholder with 30 years of industry experience. He is currently affiliated with Banorte Asset Management, Inc., where he has worked since 2026. His prior positions include roles at BBVA Global Wealth Advisors, PNC Investments, and various BBVA entities. He is also involved with BBVA Global Wealth Insurance, Inc. as an insurance agent and receives referral fees from this activity. Banorte Asset Management, Inc. serves individual and high-net-worth clients, including trusts, estates, and business entities, with a focus on Latin American clients, particularly Mexican citizens. The firm offers discretionary and non-discretionary portfolio management through traditional and digital advisory programs, employing a range of investment vehicles and customized portfolio allocations.

Donna Medcalf is a financial advisor at Callahan Advisors, LLC with 19 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Granite Harbor Advisors, INC., D.H. Hill Securities, LLLP, and Asset Management Advisors. Callahan Advisors, LLC provides discretionary investment management primarily to individuals, including high-net-worth clients, as well as charitable organizations, foundations, trusts, estates, and retirement accounts. The firm emphasizes U.S.-listed equity securities alongside corporate and government debt, ETFs, and money market funds, tailoring portfolios based on client risk tolerance and long-term goals.

Mark Easley is a financial advisor at E & G Advisors, LLC in Houston, TX, with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has been with E & G Advisors since 2003. Outside of his advisory role, Easley serves as a city municipal judge in Hedwig Village and Hunters Creek, Texas. E & G Advisors, LP provides discretionary portfolio management and retirement-plan advisory services to individuals, family limited partnerships, trusts, estates, corporations, and charitable organizations. The firm employs a Modern Portfolio Theory-based investment approach with a macroeconomic overlay and fundamental analysis, managing approximately $608 million in discretionary assets.

Robert Coffman is a financial advisor with TIP Group LLC based in Houston, TX. He holds Series 63 and Series 65 licenses and has one year of industry experience. His prior work includes roles at Fitzpatrick Group and Novum Energy Trading Inc., among others. TIP Group LLC provides ongoing portfolio management and financial planning services to individuals, high-net-worth clients, and business entities. The firm employs a combination of fundamental analysis, modern portfolio theory, and technical analysis to support long-term trading and asset allocation decisions.

Riley Feldman is a financial advisor at Catalyst Wealth Management LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at GWN Securities, Inc. and Equitable Advisors, LLC. Riley is also a licensed insurance agent and registered representative, offering clients access to insurance products alongside advisory services. Catalyst Wealth Management LLC provides portfolio management and advisory services primarily to individual and high-net-worth clients, focusing on mutual funds, ETFs, fixed income, and similar securities. The firm manages accounts on a non-discretionary basis and employs fundamental and technical analysis with a long-term trading approach.

Jerry Smith is a financial advisor with Portfolio Advisory Council, L.L.C. in Houston, TX, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has been with Portfolio Advisory Council and Cimarron since 1999. Portfolio Advisory Council, L.L.C. serves individual investors, corporations, pension and profit-sharing plans, Taft-Hartley plans, and charitable institutions by providing financial planning, retirement-plan consulting, and investment management. The firm uses a growth-and-income investment strategy with fundamental, technical, and cyclical analysis to construct individualized portfolios, generally managing accounts on a discretionary basis.

Jennifer Heerensperger is a financial advisor at Segment Wealth Management, LLC in Houston, TX, holding a Series 65 credential with two years of industry experience. She has been with Segment Wealth Management since 2011. Segment Wealth Management provides discretionary and non-discretionary investment management and retirement-plan consulting to individuals, business entities, and various institutional clients on a fee-only basis. The firm offers a range of ETF-based and actively managed strategies incorporating options and structured instruments for income and risk management, managing over $2.06 billion with a small advisory team.

John Platt is a financial advisor at Pin Oak Investment Advisors Inc in Houston, TX, holding a Series 63 designation with 23 years of industry experience. He has been with Pin Oak Investment Advisors since 1991. Pin Oak Investment Advisors is an SEC-registered firm managing approximately $672 million for about 302 clients through a five-advisor team. The firm serves individuals, family offices, trusts, estates, charitable organizations, and pooled investment vehicles, using fundamental and cyclical analysis with a focus on longer-term investments. Pin Oak is known for sponsoring multiple affiliated private funds and offers a range of discretionary and non-discretionary services, including family office solutions and negotiated consulting engagements.

Nathan Steele is a CFP® and holds a Series 65 license, working as an advisor at Brownlee Wealth Management in Houston, TX. He has four years of experience in financial advising, having joined Brownlee Wealth Management in 2022. Prior to his current role, Steele held various positions at Koch Energy Services and Koch Ag and Energy Solutions from 2014 to 2022. Brownlee Wealth Management serves individual, high-net-worth, and corporate clients, with a focus on employees of large energy companies. The firm employs a predominantly passive, buy-and-hold investment approach guided by Modern Portfolio Theory and offers investment management, financial planning, and third-party manager referrals.

Matthew Goff is a financial advisor with The Goff Financial Group in Houston, TX. He holds a Series 63 designation and has 13 years of industry experience. He has been an investment advisor with Matthew Goff Investment Advisor, LLC since 2008. The Goff Financial Group provides fee-only investment management and financial planning to individuals, high-net-worth clients, small businesses, and retirement plans. The firm manages approximately $674 million in assets, offering tailored portfolios built around clients’ objectives and risk tolerance, with investment options including equities, mutual funds, bonds, cash sweep vehicles, and limited use of options for hedging or income generation.

Heath Hightower is a CFP® professional with 22 years of industry experience, currently serving at Financial Synergies in Houston, TX. He worked at Financial Synergies Wealth Advisors, Inc. from 2003 to 2004. Financial Synergies serves a diverse client base including individuals, retirement plans, trusts, charitable organizations, and businesses, offering investment management and financial planning services. The firm uses a diversified asset-allocation approach with an emphasis on no-load mutual funds and ETFs, and offers performance-based fee arrangements to eligible clients.

Michael Pumphrey is a CFP® professional with four years of experience at Tanglewood Total Wealth Management, Inc. Prior to joining the firm, he worked for seven years with Cypress Fairbanks ISD. He serves as a Peer Financial Counselor II at Kansas State University and is a volunteer NexGen Director for the Financial Planning Association of Houston. Tanglewood Total Wealth Management serves individuals, high-net-worth clients, and institutional and retirement-plan clients, offering discretionary portfolio management alongside wealth-planning services. The firm uses a customized, asset-allocation centered approach with mutual funds, ETFs, and individual bonds, and provides regular performance reporting to clients.

Cole Girouard is a financial advisor at The Clarus Group with a Series 65 designation and one year of industry experience. He has worked at The Clarus Group since 2022 and previously at Worldwide Express and Lamar University. The Clarus Group provides wealth management and discretionary investment management services to individuals, trusts, estates, businesses, and retirement plans, with a focus on customized investment models using ETFs, mutual funds, and other instruments. The firm also offers financial planning, retirement plan advisory services, and estate planning document generation, managing client portfolios either directly or through independent managers.

Timothy Hartzell is a CFA® charterholder with 19 years of industry experience. He has been with Sequent Asset Management, LLC since 2008. Outside of his advisory role, he owns Hartzell, LLC, where he serves as a FINRA arbitrator and CFA grader. Sequent Asset Management is a fee-only multi-family office serving individuals, trusts, estates, charitable organizations, and corporate clients, with a focus on closely held business owners, senior corporate executives, and retirees. The firm uses a fiduciary, committee-driven investment process combining bottom-up security analysis with top-down macroeconomic assessment to deliver customized portfolio management and financial planning.

Cody Wainscott is a financial advisor at Endeavor Advisors, LLC in Houston, TX, holding a Series 65 designation with one year of industry experience. His prior experience includes roles at Stenger Family Office, Haynie & Company, LLP, and RSM US, LLP. Endeavor Advisors serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans with discretionary investment management, family office and wealth management, and financial planning. The firm employs primarily long-term investment strategies using a mix of individual securities, independent managers, and bonds, and operates a family office–style service model with a focus on continuous client contact.