Gonzalo Uribe Rojas is a financial advisor at GBM Wealth Management, Inc. based in Houston, TX. He holds a Series 66 designation and has one year of industry experience. Prior to joining GBM Wealth Management, he worked at GBM International, Inc. and GBM Mexico, and has experience in academic roles at Anahuac University and Ibero University. GBM Wealth Management provides investment advisory and portfolio management services to a diverse client base including individuals, high-net-worth clients, trusts, corporations, and institutional clients. The firm emphasizes customized portfolio construction using fundamental analysis and offers various strategies ranging from conservative to aggressive, serving both U.S. and non-U.S. residents.

Michael Booker is a CFP® and ChFC® with 28 years of experience in financial advising. He has been with Financial Synergies Wealth Advisors, Inc. in Houston, TX since 1997. Financial Synergies serves individuals, retirement plans, trusts, estates, charitable organizations, and corporate clients, providing investment management, financial planning, and held-away account advisory services. The firm employs diversified, allocation-driven portfolios and utilizes third-party platforms and sub-advisors to tailor investment solutions.

Brandon Blankenship is a financial advisor at Catalyst Wealth Management LLC with two years of industry experience. He holds a Series 66 designation and has prior experience at Innovation Partners LLC and GWN Securities, Inc. Before entering the financial industry, he worked in education for over a decade. Brandon is also a licensed insurance agent and registered representative, offering clients insurance products and commission-based services. Catalyst Wealth Management LLC provides portfolio management and advisory services to individual and high-net-worth clients, including retirement plan participants. The firm manages accounts on a non-discretionary basis using fundamental and technical analysis with a long-term trading orientation and primarily recommends mutual funds, ETFs, fixed income, and REITs through Turnkey Asset Management Programs.

Megan Cline is a financial advisor at Financial Synergies with a Series 65 designation and two years of industry experience. She previously worked at Willis Johnson & Associates and Verus Financial Group. Financial Synergies serves individuals, retirement plans, trusts, estates, charitable organizations, and corporate clients by providing investment management, financial planning, and held-away account advisory services. The firm uses diversified, allocation-driven portfolios and incorporates third-party platforms and sub-advisors to tailor solutions for clients.

Anthony Garcia is a financial advisor at Trinity Legacy Partners, LLC in Houston, TX, holding a Series 66 designation with 16 years of industry experience. He has been with Trinity Legacy Partners since 2012 and is an indirect owner of Trinity Legacy Alternative Strategies, LLC, a subsidiary involved in managing a private pooled investment vehicle. Trinity Legacy Partners is a fee-only, SEC-registered investment adviser serving individuals, trusts, estates, corporations, and charitable organizations. The firm provides discretionary portfolio management, financial planning, and investment consulting, including management of a private options-based fund offered to accredited clients.

Alicea Hoffman is a financial advisor at Willis Johnson Wealth with one year of industry experience. She holds a Series 66 designation and has prior experience at Thrivent Investment Management Inc and Millennium PetroCapital Corporation. Willis Johnson Wealth provides comprehensive financial planning and investment management primarily for corporate professionals, executives, and high-net-worth individuals and their families. The firm employs an evidence-based, tax-aware investment approach with diversified strategies and offers specialized services such as in-house CPA tax preparation and private market investments.

William Sutton is a financial advisor at Portfolio Advisory Council, L.L.C. with 41 years of industry experience. He holds a Series 63 designation and has served at firms including Mutual Securities, Inc. and Cambridge Investment Research, Inc. In addition to his advisory work, Sutton is a licensed real estate broker and manages a bed and breakfast in Newport, Rhode Island. Portfolio Advisory Council, L.L.C. provides financial planning and portfolio management to individual clients, corporations, pension and profit-sharing plans, and charitable institutions. The firm employs a growth-and-income investment approach using mutual funds, ETFs, stocks, bonds, REITs, and options, combining fundamental, technical, and cyclical analysis.

Elijah Lopez is a financial advisor at Manske Wealth Management, LLC in Houston, TX, holding a Series 65 designation with eight years of industry experience. He has been with Manske Wealth Management since 2015. Manske Wealth Management provides financial planning, consulting, and discretionary investment management to individuals, trusts, estates, corporations, and business entities. The firm manages approximately $608 million in client assets across a seven-advisor team and employs a goal-based investment approach, incorporating fundamental, technical, and cyclical analysis in constructing tailored portfolios.

Joshua Kirby is a CFP® professional with 10 years of industry experience, currently serving at Westpark Wealth Advisors, Inc. He has worked at Calton & Associates, Inc. since 2017 and previously at IMS Securities, Inc. Kirby is a partner in Compass Retirement Planning and is involved with a Christian summer camp for children with special needs, where he leads Bible studies and helps build community partnerships. 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 a variety of investment strategies and offers portfolio management through wrap-fee programs, third-party money managers, and standalone financial planning services.

Thomas Staerker is a financial advisor at Saxon Financial Group with eight years of industry experience. He holds a Series 66 designation and previously worked at Raymond James Financial Services and Atlantes Goeconsulting LLC. Outside of his advisory role, he is the managing partner of Staerker Brothers LLC and has a referral arrangement with a local CPA firm. Saxon Financial Group manages approximately $616 million in client assets through a team of 12 advisors, serving individuals, trusts, estates, businesses, and retirement plans. The firm offers investment management, financial planning, and retirement-plan advisory services with a portfolio approach that includes mutual funds, ETFs, individual stocks, options, fixed income, alternative investments, and independent managers.

Maco Fowlkes is a CFP® and ChFC® with 37 years of industry experience. He is principal and investment adviser representative at Branson Fowlkes & Co Inc and has been associated with the firm and its affiliates since 1991. Fowlkes also serves as assistant secretary on the West Harris County Municipal Utility District 5 board. Branson, Fowlkes & Company provides investment advisory and financial planning services to individuals, families, trusts, estates, charitable organizations, and small- to medium-sized businesses. The firm employs a multi-level diversification strategy combining asset-class allocation with diversification across investment styles and manager selections, often implementing client plans on a discretionary basis using active trading and cash management.

Paul Roberts III is a financial advisor at RWM Capital, LLC with nine years of industry experience. He holds the Series 65 designation and has been involved with multiple related firms, including Foundations Investment Advisors, LLC, and Roberts Wealth Management of MS, LLC, where he serves as president and independent agent. Roberts Wealth Management (RWM Capital, LLC) provides financial planning and fee-based discretionary investment management primarily to individual and high-net-worth clients preparing for or in retirement. The firm employs a multi-office structure and uses tailored asset allocations with model portfolios, sub-advisers, and algorithmic tools to manage approximately $222 million across more than 1,400 client relationships.

William Kopp is a financial advisor with Freedom Day Solutions, LLC in Houston, TX, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior roles include positions at Truist Advisory Services, Truist Investment Services, BB&T Securities, and UBS Financial Services. Freedom Day Solutions provides investment management primarily to individual clients, including high-net-worth households, and offers retirement plan consulting, sub-advisory services, and estate-planning support. The firm employs a mix of fundamental and technical analysis to manage portfolios that include ETFs, individual equities, fixed income, and, for eligible clients, digital assets.

Abigail Carrell is a CFP® with two years of industry experience, currently serving as a financial advisor at Willis Johnson Wealth in Houston, TX. Prior to her current role, she held various positions at Willis Johnson & Associates, Inc., and also worked at Founders Group, Inc. and the University of Houston. Willis Johnson Wealth provides comprehensive financial planning and investment management primarily for corporate professionals, executives, and high-net-worth individuals and their families. The firm follows an evidence-based, tax-aware investment approach with multiple model strategies and offers additional services including in-house tax preparation and private market investments.

Louis Hopper is a financial advisor at Horizon Wealth Advisors in Houston, TX, holding a Series 65 designation. He has one year of industry experience, including prior roles at Drumond Wealth Management and Twin Staffing. Horizon Wealth Advisors is an independent, fee-only firm providing comprehensive financial planning and discretionary portfolio management for individuals, trusts, pension plans, and other entities. The firm uses diversified portfolios with mutual funds, ETFs, individual securities, and outside managers, focusing on clients with substantial investable assets.

Christopher Mcmillin is a CFA® charterholder and holds a Series 65 license with 22 years of industry experience. He has been with Scott & Selber, Inc. Capital Management since 2009, currently serving as part of a two-advisor team based in Houston, TX. Scott & Selber, Inc. Capital Management provides discretionary portfolio management to individuals, high-net-worth clients, corporate pension and profit-sharing plans, charitable institutions, foundations, and endowments. The firm focuses on fundamental research and an internal buy-and-sell model for investment decisions, managing approximately $569 million predominantly on a discretionary basis.

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® with 37 years of industry experience, currently serving at WESTPARK WEALTH Advisors, Inc. He has held roles at Calton & Associates, Inc. and IMS Securities, Inc. Bucchi owns Flores & Bucchi Financial Services, which provides traditional fixed life insurance and annuity sales and services. He is also a non-paid member of the Pacific Life Advisory Council, providing feedback on advisory variable annuity operations. WESTPARK WEALTH Advisors offers investment advisory and financial planning services to individuals, trusts, estates, pension and profit-sharing plans, and business entities. The firm employs a variety of investment strategies and provides portfolio management through wrap-fee programs and access to third-party money managers.

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.

Rudy Villa III is a CFP® professional at Willis Johnson Wealth with nine years of industry experience. His background includes roles at Verde Wealth Group, Valmark Securities, and the Department of Justice. Willis Johnson Wealth serves corporate professionals, executives, and high-net-worth individuals with comprehensive financial planning and investment management. The firm employs an evidence-based, tax-aware investment approach and offers services including retirement planning, trust and estate planning, and tax preparation through an in-house CPA.