Thomas Bruce is a Series 65 credentialed advisor at Tanglewood Total Wealth Management, Inc. in Houston, TX. He joined the firm in 2024 and previously worked at Ned Davis Research and Benzinga. Tanglewood Total Wealth Management serves individuals, high-net-worth clients, and institutional and retirement-plan clients, offering discretionary portfolio management and wealth-planning services. The firm uses customized investment policy statements and an asset-allocation process focused on mutual funds, ETFs, and individual bonds, with options for tax-aware management and client-directed allocations.

Thomas Allen is a financial advisor at RIA Advisors in Houston, TX, holding a Series 65 designation with 12 years of industry experience. His prior roles include positions at Retirement Plan Consultants and Index Fund Advisors. Outside of finance, he is a passive financial partner in a local fitness facility, District H Strength & Fitness. RIA Advisors provides fee-based portfolio management and financial planning services to individuals, charitable organizations, small businesses, and retirement plans. The firm manages approximately $1.53 billion in assets and employs a blend of fundamental and technical analysis, value investing, and Modern Portfolio Theory in its investment approach.

Austin Rodriguez is a financial advisor with Catalyst Wealth Management LLC, holding a Series 66 designation and two years of industry experience. Prior to joining Catalyst, he held positions at Innovation Partners LLC and Range Realty Advisors. He is also a licensed insurance agent and registered representative. Catalyst Wealth Management LLC provides portfolio management and retirement-plan services primarily to individuals, high-net-worth clients, and employer retirement plans, managing approximately $105 million in assets across about 9,549 clients. The firm employs a non-discretionary approach using turnkey asset management programs and emphasizes investment suitability through documented client objectives and advisory support.

Kathryn Rodriguez is a CFP® with 24 years of industry experience and is currently with Financial Synergies in Houston, TX. Her prior roles include positions at Ameriprise, Charles Schwab Bank, TD Ameritrade, Mercer Global Advisors, and Fidelity. She is also involved with Tiras Wealth Management LLC, an advisory business managing operations and income split for AMPF franchises. Financial Synergies serves individuals, retirement plans, trusts, estates, charitable organizations, and businesses with discretionary and non-discretionary investment management and financial planning. The firm uses a diversified asset-allocation approach that includes mutual funds, ETFs, individual securities, and digital assets, and offers performance-based fee arrangements to eligible clients.

James Rouse is a CFP® with 23 years of industry experience and has been with Pin Oak Investment Advisors, Inc. in Houston, TX since 1989. He holds a Series 63 license and is part of a five-advisor team at the firm. Pin Oak Investment Advisors manages approximately $672 million for about 302 clients, including individuals, family offices, trusts, estates, and charitable organizations. The firm employs fundamental and cyclical analysis for discretionary management of publicly traded securities and offers a range of services including financial planning and family office services, while also sponsoring multiple affiliated private funds.

Joseph Dyal is a CFP® and holds a Series 65 license, with 18 years of industry experience. He has been with Franklin, Parlapiano, Turner & Welch LLC since 2014. The firm advises high-net-worth individuals, trusts, and estates, providing fee-only asset management and comprehensive financial planning through its Managed Account Program. Franklin, Parlapiano, Turner & Welch LLC manages discretionary assets using model allocations and fundamental analysis, serving a select client base with a typical minimum relationship of $3,000,000.

Coleman Davis is a financial advisor at Catalyst Wealth Management LLC with five years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Gwn Securities Inc and Equitable Advisors. Davis is also a licensed insurance agent and registered representative, offering commissionable products in addition to advisory services. 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. The firm emphasizes advisory roles through turnkey asset management programs and retirement plan administration, utilizing a combination of fundamental and technical analysis and a long-term trading approach.

James Engelke is a financial advisor at Awaken Wealth Partners LLC in Houston, TX, holding Series 65 and Series 63 licenses with approximately five years of industry experience. His prior roles include positions at StoneEagle and PCMI, LLC, as well as employment with Lone Star College System and COPilot Service Group Inc. Awaken Wealth Partners is an SEC-registered investment adviser serving individuals, high net worth clients, estates, and trusts with financial planning, discretionary investment management, and retirement plan advisory. The firm employs a long-term investment approach with fundamental analysis and may utilize external managers while administering a wrap fee program through Fidelity and Schwab.

Ariel Tacher is a financial advisor with Vizcaya Capital, LLC in Houston, TX, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at IPG Investment Advisors, LLC and Bank Hapoalim. He is the sole member of J Stambler Wealth LLC, through which he provides advisory services to Vizcaya Capital. Vizcaya Capital primarily serves high-net-worth individuals, sophisticated investors, and institutional clients, offering discretionary and non-discretionary portfolio management as well as sub-advisory services to third-party money managers and private pooled funds. The firm is notable for its involvement with private funds and pooled vehicles, including offshore segregated portfolio structures, and serves a significant non-U.S. investor base.

Jordan Mathews is a Series 65-licensed advisor with Ascension Capital Advisors, Inc. in Houston, TX, where he has worked since 2016. He has 15 years of industry experience. Outside of his advisory role, he serves as vice president and investment committee member for the D. Truitt and Lorna Davis Foundation, a charitable organization focused on early childhood education. Ascension Capital Advisors is a team of nine professionals serving individuals, retirement plans, charitable organizations, and small businesses. The firm offers portfolio management, retirement consulting, financial planning, and private placement consulting, with an investment approach that emphasizes tailored asset allocation and formal educational programs for clients and plan participants.

Crystal Hebert is a financial advisor at Haven Wealth Group in Houston, TX, holding a Series 65 designation with nine years of industry experience. She has been with Haven Wealth Group since 2010 and previously worked at Industrial Thermal Solutions. Haven Wealth Group provides discretionary investment management and comprehensive financial planning for individuals, foundations, pension and 401(k) plans, and some corporations. The firm emphasizes direct selection of individual stocks and bonds, tailoring asset allocations to client risk tolerance and needs, and manages several hundred client relationships.

Daniel Illanes is a financial advisor at Catalyst Wealth Management LLC in Houston, TX, holding a Series 66 designation. He has one year of industry experience and has been with Catalyst and Innovation Partners LLC since 2026. Outside of his advisory roles, he has experience working in community and educational settings, including positions at Quince Orchard Swim and Tennis Club and the College of the Holy Cross. Catalyst Wealth Management LLC serves individuals, high-net-worth clients, and employer retirement plans, managing approximately $105 million in assets for about 9,549 clients. The firm focuses on portfolio management and retirement-plan services through turnkey asset management programs and 401(k)/403(b) plan administration, delivering advisory services primarily on a non-discretionary basis.

Adam Lawrence is a CFP® with four years of industry experience, currently serving as an advisor at Tanglewood Total Wealth Management, Inc. in Houston, TX. He previously worked at Financial Synergies Wealth Advisors, Inc. and KPMG, and spent six years at Texas A&M University - College Station. Tanglewood Total Wealth Management serves individuals, high-net-worth clients, corporations, and various institutional clients, providing discretionary portfolio management combined with personalized wealth planning or turnkey investment management. The firm emphasizes strategic asset allocation and tax-aware practices, managing approximately $1.59 billion in discretionary assets.

Joselyn Pfeil is a financial advisor with Skybound Wealth USA in Houston, TX, holding a Series 66 designation and six years of industry experience. She previously worked at Bank of America and Merrill from 2019 to 2025 and has experience in wealth and wellness training. Skybound Wealth USA serves individuals, families, and internationally mobile clients, offering investment management, financial planning, and cross-border pension advice, with a focus on UK pension transfers and estate planning coordination. The firm utilizes a centralized investment governance framework and manages most client assets on a non-discretionary basis.

Brandon Williams is a CFP® and holds a Series 65 license with three years of industry experience. He is currently with FCA Corp, where he has worked since 2022. His prior experience includes roles at Griffith & Associates Financial & Estate Planning Services, CIBC Bank Canada, and HSBC Bank Canada. FCA Corp provides portfolio management, financial planning, and consulting services to individuals, managed entities, and open-end investment companies. The firm’s investment approach combines fundamental analysis and macroeconomic factors to create customized portfolios, and it also offers non-investment consulting in areas such as estate, tax, and insurance planning.

Saif Omer is a financial advisor at E & G Advisors, LLC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has been with E & G Advisors since 2012. E & G Advisors provides discretionary portfolio management to individuals, high-net-worth clients, family limited partnerships, trusts, estates, corporations, and charitable organizations. The firm combines Modern Portfolio Theory with a macroeconomic overlay and fundamental analysis to manage diversified allocations across various securities, overseeing approximately $707 million in discretionary assets.

Suresh Raghavan is a CFA® charterholder with 19 years of industry experience. He has been with MBR Financial since 2011, where he serves as a principal. In addition to his advisory role, he is involved in the sale and service of fixed life insurance and annuity contracts. MBR Financial provides financial planning, estate planning, and wealth management services to individuals, high-net-worth families, and certain pension and profit-sharing plans. The firm employs a proprietary top-down asset-allocation process combined with quantitative and qualitative analysis, and offers performance-based fee arrangements and alternative investments to qualified clients.

Robine Van Doorn is a Series 65 licensed advisor at Financial Synergies in Houston, TX, with one year of industry experience. Prior to joining Financial Synergies Wealth Advisors, Inc., Robine was a student for ten years. Financial Synergies serves individuals, retirement plans, trusts, estates, charitable organizations, and businesses, offering investment management, financial planning, and advisory services. The firm uses a diversified asset-allocation approach with a focus on no-load mutual funds and ETFs and employs strategies including long-term holdings and tactical adjustments.

Jonathan Mc Carty is a CFP® and CFA® with 12 years of industry experience, currently serving as a financial advisor at RIA Advisors since 2023. His prior experience includes roles at JPMorgan Chase Bank, N.A., JPMorgan Securities LLC, Bank of America, N.A., and Merrill Lynch. He is also an agent with RIA Insurance Agency LLC, earning commission-based compensation. 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 and employs a blend of fundamental and technical analysis, value investing, and Modern Portfolio Theory in its investment approach.

Joshua Clancey is a financial advisor at Skybound Wealth USA with a Series 65 credential and one year of industry experience. His prior work includes roles at Indigo Financial Analysis & Consultancy, Hansard Global PLC, Causeway, Praemium, and Friends Provident International. Skybound Wealth USA serves individuals, families, and internationally mobile clients by providing investment management, financial planning, and cross-border pension advice, including UK pension transfer services. The firm employs a centralized investment governance framework and primarily manages client assets on a non-discretionary basis.