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.

Bretton Williams is a CFP® professional with 26 years of industry experience, currently serving as an advisor at Saxon Financial Group. His prior experience includes 12 years at Raymond James Financial and Raymond James Financial Services, Inc. He also serves as Secretary and Treasurer of the Villas of Hempstead Homeowners Association in Houston, TX. Saxon Financial Group serves individual and high-net-worth clients, trusts, estates, businesses, and retirement plans by providing investment management, financial planning, and retirement-plan advisory services. The firm constructs model-based and customized portfolios with a long-term focus, using a range of investment vehicles including mutual funds, ETFs, equities, options, fixed income, and alternatives.

Joseph Thomson III is a financial advisor at Horizon Wealth Advisors with 26 years of industry experience. He has worked at Horizon Advisors, LLC since 1999 and is also vice president and shareholder of Maddox, Thomson & Associates, P.C., a public accounting firm where he dedicates most of his time. 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 and maintains ongoing monitoring with regular account reviews.

John Havenar is a financial advisor at Hurwitz Associates, Inc. in Houston, TX, holding Series 63 and Series 66 licenses with 31 years of industry experience. He has been with Hurwitz Associates since 2016. Outside of his advisory role, Havenar manages residential rental properties and owns a health and life insurance sales business. Hurwitz Associates provides discretionary and non-discretionary investment management primarily for individual and high-net-worth clients, focusing on asset allocation through Modern Portfolio Theory using individual securities and ETFs. The firm emphasizes long-term, low-turnover portfolio management and involves clients in setting investment objectives.

Michael Bishop is a financial advisor with Branson Fowlkes & Co Inc in Houston, TX, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He previously worked at Triad Advisors, Inc. for 14 years and has served as a board member for the Harris County Municipal Utility District No. 58 since 2016. Branson Fowlkes & Company provides investment advisory and financial planning services to individuals, families, trusts, estates, charitable organizations, and small- to medium-sized businesses, employing a multi-level diversification strategy called "D³ The Power of Diversification" that integrates asset allocation, investment styles, and manager selections.

Jason Burdine is a financial advisor at Post Oak Private Wealth Advisors in Houston, Texas, with 21 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at firms including Investment Professionals, Inc., LPL Financial LLC, and Incomar Investments, LLC. Outside of his advisory role, he advises on school curriculum through a separate educational business. Post Oak Private Wealth Advisors serves individuals, institutions, and various plan types with portfolio management, financial planning, and educational seminars. The firm manages approximately $282 million in discretionary assets, employing a value- and risk-focused investment philosophy that incorporates a mix of equities, fixed income, mutual funds, ETFs, options, and proprietary manager research.

Andrew Casey is a CFP® with two years of industry experience, currently serving as a financial advisor at Precedent Wealth Partners, LLC in Houston, TX. Prior to joining Precedent Wealth Partners, he worked at LJA Engineering, Inc. for six years in various roles. Precedent Wealth Partners manages roughly half a billion dollars for about 165 clients, including individuals, trusts, estates, corporations, and retirement plans. The firm employs a committee-driven investment process that combines asset allocation, active and passive management, and third-party managers accessed through a TAMP, and emphasizes participant education and seminar-style outreach in its retirement plan consulting.

Neil Linden II is a financial advisor at TIP Group LLC in Houston, TX, holding a Series 65 credential with one year of industry experience. Before joining TIP Group, he worked at The Fitzpatrick Group and Amerus Financial, as well as spending nine years at Cloudera, Inc. TIP Group LLC provides portfolio management and financial planning services to individuals, high-net-worth clients, and business entities. The firm combines fundamental analysis, modern portfolio theory, and technical analysis to guide investment decisions and offers both discretionary and non-discretionary management.

Blake Pratz is a financial advisor with ICON Wealth Partners in Houston, TX, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has worked with Icon Wealth Advisors since 2016 and is also associated with Purshe Kaplan Sterling Investments, Inc. Mr. Pratz is licensed as an insurance agent, dedicating a small portion of his time to insurance sales. 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 primarily long-term investment approach that combines fundamental and technical analysis, emphasizing low-cost ETFs and customized portfolio allocations aligned with client goals and risk tolerance.

Lauren Hall is a financial advisor with Pin Oak Investment Advisors Inc in Houston, TX, holding a Series 65 credential and one year of industry experience. Prior to joining Pin Oak, she worked at Brown Advisory and Nuance Investments, LLC, and has experience at the University of Texas at Austin and Houston Trust Company. Pin Oak Investment Advisors is an independent firm managing approximately $785 million for around 300 clients. The firm serves individuals, family offices, trusts, estates, charitable organizations, business entities, and pooled funds, focusing on discretionary portfolio management, financial planning, consulting, and family office services with an investment approach that combines fundamental and cyclical analysis alongside alternative and private investments.

Marco Razo Torres is a financial advisor at Alterna Wealth Management, Inc. in Houston, TX, holding a Series 66 designation with four years of industry experience. His prior work includes roles at Alterna Securities Inc and teaching positions at the University of Incarnate Word and the University of Indianapolis. Alterna Wealth Management provides investment advisory and portfolio management services to a diverse client base, including individuals, high-net-worth clients, trusts, estates, institutions, charitable organizations, and offshore trusts. The firm employs a global, diversification-focused investment approach with dynamic models tailored to client needs, supported by quantitative analysis and third-party research.

Jeff Peskin is a financial advisor with Sovereign Wealth Advisors LLC in Houston, TX, holding a Series 66 designation and 25 years of industry experience. He has worked at Sovereign Wealth Advisors since 2015 and has been affiliated with LPL Financial since 2005. 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 uses a combination of fundamental and technical analysis with a range of investment strategies and offers both commissionable and fee-based services.

Stacey Rognon is a financial advisor at Westpark Wealth Advisors, Inc. in Houston, TX, with 25 years of industry experience. She holds the Series 66 designation and has been with Westpark Wealth Advisors since 2002. Prior to and during her tenure at Westpark, she was also associated with IMS Securities, Inc. for 15 years. 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 consulting engagements.

James Mccarthy is a financial advisor with The Clarus Group in Houston, TX, holding a Series 63 designation and bringing 55 years of industry experience. His career includes roles at Kingswood Capital Partners, The Noble Group, and Raymond James Financial Services. The Clarus Group provides discretionary investment management and comprehensive wealth management services to individuals, trusts, estates, businesses, and retirement plans. The firm emphasizes customized portfolios using diverse investment vehicles, a generally long-term approach, and serves high-net-worth clients among others with over $1.1 billion in discretionary assets under management.

Hoang Khoi Ly is a financial advisor at Manske Wealth Management, LLC in Houston, TX, with four years of industry experience. He holds the Series 65 and Series 63 licenses and has worked at firms including Invesco and Nordstrom. Manske Wealth Management provides financial planning, consulting, and discretionary wealth and portfolio management to individuals, trusts, estates, corporations, and business entities. The firm manages about $707 million for roughly 480 clients and employs a multi-method investment analysis tailored to client-specific objectives.

Ryan Scharar is a financial advisor at FCA Corp in Fort Worth, TX, holding a Series 65 designation with four years of industry experience. He has been with FCA Corp since 2021 and previously worked at Frazer Antalffy Integrated Consulting, LLC in 2020. In addition to his financial advisory work, Scharar serves as president of Scharar Law Firm, PC, a legal practice he has maintained since 2014. FCA provides portfolio management, comprehensive financial planning, and consulting services to individuals, trusts, estates, charitable organizations, corporations, and investment companies. The firm’s investment approach emphasizes fundamental analysis with client portfolios customized to objectives and managed on a discretionary or non-discretionary basis.

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 with 4 years of industry experience, currently with 15 Wealth Advisors LLC in Houston, TX. He holds a Series 66 credential and has previously worked at LPL Financial LLC, TSFG, LLC, VALIC Financial Advisors Inc, and other firms. Outside of his advisory work, Hassell owns a coffee business called Cafe Siena. 15 Wealth Advisors serves individual and high-net-worth clients as well as pension and corporate clients, offering investment advisory services, financial planning, and employer planning engagements. The firm employs a multi-disciplinary investment approach tailored to client goals and risk profiles, emphasizing discretionary portfolio management primarily through ETFs with customized recommendations.

Diana Castro is a CFP®-credentialed financial advisor at Goodman Financial Corporation with five years of industry experience. She previously worked at Insight Wealth Strategies and Forum Energy Technologies, Inc. in roles prior to joining Goodman Financial Corporation. Goodman Financial Corporation provides discretionary investment management and supplemental financial advisory services to individuals, trusts, endowments, corporations, and retirement plans. The firm follows a customized, risk-aware investment approach combining fundamental research and macro analysis, primarily using individual equities and bonds in portfolio construction.

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.