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 with five years of industry experience. He holds Series 65 and Series 63 licenses. Prior to joining Manske Wealth Management in 2025, he worked at firms including Nordstrom, Nava Real Estate, and Invesco. Manske Wealth Management provides financial planning, consulting, and discretionary wealth and portfolio management to individuals, trusts, estates, corporations, and business entities. The firm manages approximately $707 million for around 480 clients, using tailored portfolios that incorporate mutual funds, ETFs, individual securities, and alternative allocations, with investment success measured against client-specific objectives.

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 at 15 Wealth Advisors LLC in Houston, TX, holding a Series 66 designation with five years of industry experience. His career includes roles at LPL Financial LLC, TSFG, LLC, and VALIC Financial Advisors Inc. Outside of his advisory work, he is the owner of Cafe Siena, a coffee business. 15 Wealth Advisors is a registered investment adviser that provides discretionary portfolio management, financial planning, and employer-focused services such as retirement plan consulting. The firm builds customized portfolios using a combination of fundamental, quantitative, technical, and modern portfolio theory analyses, typically recommending ETFs and occasionally engaging third-party managers.

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 at TIP Group LLC in Houston, TX, holding Series 63 and Series 65 licenses. He joined TIP Group in 2026 and has prior experience at Fitzpatrick Group, Prax Inc., Novum Energy Trading Inc., and Targa Resources, Inc. TIP Group LLC provides 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 inform investment decisions and offers both discretionary and non-discretionary management.

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 designation with two years of industry experience. She has been with Segment Wealth Management since 2011, when the firm was established. Segment Wealth Management provides investment management services to individuals, business entities, and various institutional clients, offering both discretionary and non-discretionary portfolio management. The firm combines ETF-based asset allocation with actively managed equity and fixed-income strategies, and employs a range of investment tools including options and structured products.

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.