Sam Ling is a financial advisor at Skybound Wealth USA with five years of industry experience. He holds a Series 65 designation and previously worked at Beacon Global Advisor Network, MMPI Financial Services, Ltd, and Allsop Ireland. Skybound Wealth USA serves individuals, families, and internationally mobile clients with investment management, financial planning, and cross-border pension advice, including UK pension transfers and ongoing pension management. The firm employs a centralized investment governance framework and typically provides non-discretionary investment recommendations, relying on affiliated personnel for research and due diligence within an international network.

Michael Wachsler is a financial advisor at Vertrix Wealth Management, LLC in Troy, MI, holding a Series 66 designation with 27 years of industry experience. His prior roles include positions at Greystone Financial Group, Polaris Greystone Financial Group, Scottrade, Inc., and RJ Capital. Vertrix Wealth Management offers discretionary and non-discretionary portfolio management along with retirement plan consulting to a diverse client base including plan sponsors, trusts, businesses, and individuals. The firm employs a tactical investment approach combining fundamental and technical analysis, providing a range of strategies and specialized retirement plan fiduciary services.

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.

Richard Wiesner is a financial advisor at Haven Wealth Group in Cypress, TX, holding a Series 65 designation with 12 years of industry experience. He previously retired from 2009 to 2018 before joining his current firm. Haven Wealth Group provides discretionary investment management and comprehensive financial planning for individuals, foundations, pension and 401(k) plans, and corporations. The firm emphasizes direct selection of individual stocks and bonds, tailoring asset allocations to clients’ risk tolerance, cash-flow needs, and values.

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.

Jared Virgadamo is a financial advisor at Granite Harbor Advisors, Inc. in Houston, TX, holding Series 63 and Series 65 licenses with two years of industry experience. His prior roles include positions at J.P. Morgan Securities, JPMorgan Chase Bank N.A., and Manske Wealth Management. Before transitioning into finance, he served four years in the United States Marine Corps and was involved with the First Baptist Church of Clovis for six years. Granite Harbor Advisors serves individual and high-net-worth clients as well as institutional sponsors, offering asset management, financial planning, and retirement plan consulting. The firm manages portfolios that include public and private securities and sponsors multiple private funds alongside providing traditional portfolio management services.

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 credential with two years of industry experience. She has been with Segment Wealth Management since 2011. Segment Wealth Management provides discretionary and non-discretionary investment management and retirement-plan consulting to individuals, business entities, and various institutional clients on a fee-only basis. The firm offers a range of ETF-based and actively managed strategies incorporating options and structured instruments for income and risk management, managing over $2.06 billion with a small advisory team.

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.

Donna Binion is a financial advisor at Sanders Morris LLC in Houston, TX, holding a Series 63 designation with 25 years of industry experience. She has been with Sanders Morris Harris Inc. since 2011. Sanders Morris LLC provides investment advisory and brokerage services to a broad client base, including individuals, high net worth families, retirement plans, trusts, estates, corporations, and other business entities. The firm primarily offers portfolio management through wrap-fee programs, combining discretionary management with third-party portfolio managers and model portfolios to create diversified allocations tailored to clients’ objectives and risk tolerance.

Allexander Pellicano is a CFA® charterholder currently with Granite Harbor Advisors, Inc. in Houston, TX. He has one year of experience in financial advising, having joined Granite Harbor Advisors in 2026. His prior roles include positions at Central Storage & Warehouse, Exact Sciences Corporation, Baker Tilly US, LLP, and General Electric. Granite Harbor Advisors serves individual and high-net-worth clients as well as institutional sponsors, offering asset management, financial planning, retirement plan consulting, and oversight of pooled investment vehicles. The firm is notable for sponsoring multiple private funds and providing a range of traditional and alternative investment strategies.

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.

Matthew Goff is a financial advisor with The Goff Financial Group in Houston, TX, holding a Series 63 designation and 12 years of industry experience. He has been the principal of Matthew Goff Investment Advisor, LLC since 2008. The Goff Financial Group provides discretionary and non-discretionary investment management and financial planning services to individuals, high-net-worth clients, small businesses, retirement plans, and professionals such as doctors, corporate executives, attorneys, and CPAs. The firm manages approximately $572.6 million in assets and emphasizes customized, value-oriented portfolio construction that balances growth, income, risk reduction, and capital preservation, incorporating options strategies in limited situations.

Heath Hightower 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—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 solutions, including performance-based fee arrangements under a high-watermark structure.

Michael Pumphrey is a CFP® professional with four years of experience at Tanglewood Total Wealth Management, Inc. Prior to joining the firm, he worked for seven years with Cypress Fairbanks ISD. He serves as a Peer Financial Counselor II at Kansas State University and is a volunteer NexGen Director for the Financial Planning Association of Houston. Tanglewood Total Wealth Management serves individuals, high-net-worth clients, and institutional and retirement-plan clients, offering discretionary portfolio management alongside wealth-planning services. The firm uses a customized, asset-allocation centered approach with mutual funds, ETFs, and individual bonds, and provides regular performance reporting to clients.

Cole Girouard is a financial advisor at The Clarus Group with one year of industry experience. He holds the Series 65 designation and has worked at The Clarus Group since 2022. Prior to that, he was employed at Worldwide Express for one year and at Lamar University for five years. The Clarus Group provides discretionary investment management and comprehensive wealth management services to individuals, trusts, estates, businesses, and retirement plans. The firm uses customized portfolios built from diverse investment models focused on various objectives, employing a range of asset types and leveraging a third-party outsourced Chief Investment Officer for analysis and recommendations.

Timothy Hartzell is a CFA® charterholder with 19 years of industry experience. He has been with Sequent Asset Management, LLC since 2008. Outside of his advisory role, he owns Hartzell, LLC, where he serves as a FINRA arbitrator and CFA grader. Sequent Asset Management is a fee-only multi-family office serving individuals, trusts, estates, charitable organizations, and corporate clients, with a focus on closely held business owners, senior corporate executives, and retirees. The firm uses a fiduciary, committee-driven investment process combining bottom-up security analysis with top-down macroeconomic assessment to deliver customized portfolio management and financial planning.