Robert Haverly is a financial advisor at Goodman Financial Corporation in Houston, TX, holding CFP® and Series 65 credentials with two years of industry experience. His work history includes multiple roles at Goodman Financial since 2022 and prior positions at Greystar, RMS US LLP, Moss Adams, and the University of Houston. Goodman Financial provides discretionary investment management and financial advisory services to individuals, trusts, estates, endowments, corporations, and pension plans. The firm focuses on a fundamental, bottom-up investment process with customized portfolios emphasizing individual equities and bonds to enhance tax efficiency and avoid additional fee layers.

Stephen Barber is a financial advisor with Sovereign Wealth Advisors LLC in Houston, TX, holding a Series 66 license and 23 years of industry experience. His background includes roles at Morgan Stanley, UBS Financial Services, and LPL Financial. He is also involved in non-variable insurance through AFLAC. Sovereign Wealth Advisors LLC offers investment advisory and financial planning services to individuals, trusts, retirement plans, and other entities. The firm manages portfolios using a combination of analytical methods and provides services including portfolio management, written financial plans, and retirement plan consulting.

Steven Novotny is a CFP® professional with eight years of experience in financial advisory roles. He currently works at ICON Wealth Partners and has held positions at Novotny Wealth Management, NVM Capital Partners LLC, and Morgan Stanley among others. ICON Wealth Advisors provides wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and ERISA plans. The firm employs a long-term investment approach focused on low-cost ETFs, fundamental and technical analysis, and offers customized portfolio allocations based on client goals and risk tolerance.

Juan Carlos Herrera is a financial advisor at Inscription Capital, LLC with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Inscription Capital since 2020. Prior to this, he was with Quantor Capital, LLC and Bright Sky Capital, LLC. Outside of his advisory roles, he serves as Chief Wealth Manager at Grupo Bursatil Mexicano, where he provides strategic advice and training related to the firm’s wealth management model. Inscription Capital serves individual clients, including high net worth individuals, as well as institutional entities such as family offices, trusts, estates, and private foundations. The firm manages approximately $1.56 billion in client assets through a personalized, committee-driven investment process that emphasizes fundamental analysis and diversified long-term allocations across a wide range of investment products.

Bryan Zschiesche is a CFP® and holds a Series 65 license with 21 years of industry experience. He has been with Financial Synergies Wealth Advisors, Inc. in Houston, TX since 2003. Financial Synergies serves individuals, including high-net-worth clients, as well as retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm provides investment management, financial planning, and advisory services using diversified, allocation-driven portfolios and leverages third-party platforms and sub-advisors to tailor portfolios and reporting.

Mauricio Grajales Tarin is a financial advisor at Finamex Asset Management, LLC with six years of industry experience. He holds a Series 66 designation and has worked at Finamex and its related entities since 2017, including Casa De Bolsa Finamex S.A.B. De C.V. and Banamex Banca Privada. Finamex Asset Management provides portfolio management, financial planning, and consulting services primarily to high-net-worth individuals in Mexico, as well as institutional clients such as pension fund managers and businesses. The firm employs a combination of Modern Portfolio Theory, tactical asset allocation, and rule-driven strategies, managing a majority of assets on a non-discretionary basis with an affiliated broker-dealer structure.

Rachel Buckhoff is a CFP® and holds a Series 65 license with five years of industry experience. She has been with Financial Synergies Wealth Advisors since 2021. Prior to her advisory role, she spent three years at the University of Texas and was a full-time student for six years. Financial Synergies serves individuals, including high-net-worth clients, as well as retirement plans, trusts, estates, charitable organizations, and businesses. The firm uses a diversified asset-allocation approach with a range of investment vehicles and offers both discretionary and non-discretionary management, including a goals-based Pathway program for earlier-stage wealth accumulation.

Jared Pitts is a financial advisor at Lifestyle Wealth with three years of industry experience. He has worked at Lifestyle Asset Management since 2023 and has been an independent insurance agent with GIA Insurance Agency since 2011. Lifestyle Wealth serves individuals, high-net-worth clients, retirement plans, trusts, corporations, and other registered investment advisers. The firm offers personalized portfolio management, financial planning, pension consulting, and sub-advisory services, employing a range of strategies and ongoing portfolio monitoring.

Brian Bova is a CFP® and CFA® with 24 years of industry experience. He is a principal and CEO at Inscription Capital, LLC in Houston, TX, where he has worked since 2018. His prior experience includes roles at UBS Financial Services Inc. and Purshe Kaplan Sterling Investments. Outside of his advisory work, he is involved as an owner and general partner in several litigation fund entities. Inscription Capital serves individual and institutional clients, including high net worth individuals, family offices, trusts, and private foundations. The firm employs a personalized, committee-driven investment process focusing on fundamental analysis and long-term diversified allocations across various asset classes, combining bespoke planning with multiple implementation options.

James Pappas is a financial advisor at JCP Investment Management, LLC with 17 years of industry experience. He holds Series 63 and Series 65 designations and has been with JCP Investment Management since 2009. Outside of his advisory role, he spends part of his time consulting for his family business. JCP Investment Management offers discretionary investment management to high-net-worth clients through pooled investment vehicles, sub-advised funds, and separately managed accounts. The firm employs a combination of fundamental and cyclical analysis with active trading strategies, including options and leverage, tailoring portfolio construction to each fund or account’s specific requirements.

Arv Vilutis is a financial advisor with Financial Synergies, holding the ChFC® and Series 63 designations and bringing 45 years of industry experience. His career includes long-term roles at FSI Advisory Group Inc. and Cetera Advisors LLC, as well as self-employment since 1988. Financial Synergies serves individuals, retirement plans, trusts, estates, charitable organizations, and businesses. The firm uses a diversified asset-allocation approach across various investment vehicles and offers discretionary and non-discretionary management, financial planning, and account aggregation services.

Neal Stephenson is a financial advisor at Precedent Wealth Partners, LLC with one year of industry experience. Prior to joining Precedent Wealth Partners in 2024, he worked for ten years at First American Title Company. In addition to his advisory role, he serves as Vice President of Commercial Business Development at Frontier Title Company, focusing on cultivating business relationships. Precedent Wealth Partners manages approximately half a billion dollars for about 165 clients through a four-advisor team. The firm serves individuals, trusts, estates, corporations, and retirement plans, employing a committee-driven investment process that combines asset allocation, active and passive management, and third-party managers.

Julie Hebert is an advisor with Ascension Capital Advisors, Inc. in Houston, TX, with one year of industry experience. She has worked at The Hebert Group since 2019 and was previously employed by Liberty ISD from 2013 to 2019. Ascension Capital Advisors serves individuals, retirement plans, charitable organizations, and small businesses, providing portfolio management, retirement plan consulting, financial planning, and private placement consulting. The firm customizes asset allocations based on client risk tolerance and objectives and offers educational workshops and financial-wellness sessions alongside its investment services.

Jacob Saour is a financial advisor at JCP Investment Management, LLC with Series 65 credentials and experience beginning in 2024. Prior to joining JCP, he was managing partner and part owner at Victory Residential LLC, a private placement real estate investment firm focused on apartment complexes. JCP Investment Management provides discretionary advisory services to high-net-worth individuals through pooled investment vehicles, sub-advised funds, and separately managed accounts. The firm employs a range of strategies including long- and short-term trading, hedging, and derivative instruments, and is notable for managing private pooled funds with performance-based compensation structures.

Carlo Zambernardi is a financial advisor at Alterna Wealth Management, Inc. in Houston, TX, holding a Series 66 designation with two years of industry experience. Prior to joining Alterna in 2024, he worked in various roles including positions at Uber and the University of Texas. Alterna Wealth Management provides investment advisory and portfolio management services to individuals, high-net-worth clients, trusts, estates, institutions, and charitable organizations, with a significant portion of its clients located outside the United States. The firm employs a disciplined, global approach to asset allocation and diversification, utilizing quantitative analysis, technical methods, and an in-house trading desk to support various investment styles.

Jacob Lewis is a financial advisor with TIP Group LLC in Houston, TX. He holds a Series 65 designation and has one year of industry experience. Prior to joining TIP Group LLC, he worked at The Fitzpatrick Group and has experience in the food service industry with Grub Burger Bar. 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 guide long-term investment decisions and offers both discretionary and non-discretionary management.

Thomas Thornhill is a financial advisor at Saxon Financial Group in Houston, TX, holding a Series 65 designation and beginning his advisory career in 2024. His prior work experience includes roles at Saxon Interests, Inc. and the University of Houston Downtown. Saxon Financial Group is a multi-advisor firm managing approximately $616 million in client assets, serving individuals, trusts, estates, businesses, and retirement plans. The firm provides investment management, financial planning, and retirement-plan advisory services, utilizing model portfolios that include mutual funds, ETFs, stocks, options, fixed income, and alternative investments with a generally long-term orientation.

George Ball is a Series 66-licensed advisor at Sanders Morris LLC with 56 years of industry experience. He has worked at SMH Capital Advisors LLC since 2000 and Sanders Morris Harris LLC since 1991. He serves as a director and limited partner of Sewell Development Group LLC. Sanders Morris LLC provides investment advisory and related services to individuals, high-net-worth clients, retirement plan sponsors, trusts, estates, and business entities. The firm implements client strategies primarily through discretionary or non-discretionary wrap-fee programs and uses third-party portfolio managers and platform providers.

Tina Yang is a CFP® professional with three years of industry experience, currently serving at Tanglewood Total Wealth Management, Inc. in Houston, TX. Prior to joining Tanglewood, she worked at Founders Group for two years and has a background that includes four years at the University of Houston. Tanglewood Total Wealth Management serves a diverse client base including individuals, high-net-worth clients, corporations, and charitable institutions. The firm provides discretionary portfolio management through personalized wealth planning and turnkey investment management, focusing on strategic asset allocation, diversification, tax-aware practices, and comprehensive client reporting.

Rodrigo Romano Baez is a financial advisor with Alterna Wealth Management, Inc. in Houston, TX, holding a Series 66 designation and four years of industry experience. He previously worked at Credit Suisse from 2015 to 2019 and has been with Grupo Financiero Actinver since 2019. He is also a licensed insurance producer, selling fixed insurance products through an affiliate of his firm. Alterna Wealth Management provides investment advisory and portfolio management services to individuals, high-net-worth clients, trusts, estates, institutions, and charitable organizations, with a substantial portion of its client base outside the United States. The firm employs a disciplined, global approach to asset allocation and diversification using dynamic models and combines quantitative analysis, technical methods, and an in-house trading desk in its investment process.