Hooman Amiralai is a financial advisor at Brasada Capital Management, LP with 12 years of industry experience. He holds a Series 65 designation and is based in Houston, TX. Brasada Capital Management, LP is an SEC-registered investment adviser that manages a private pooled investment vehicle and provides discretionary portfolio management for separately managed accounts. The firm also serves financial institutions and unaffiliated advisers through sub-advisory arrangements and offers non-discretionary model portfolios to wrap-fee sponsors, employing a bottom-up, long/short equity investment approach supported by fundamental and quantitative analysis.

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.

Timothy Lucio is a financial advisor with Saxon Financial Group in Houston, TX, holding Series 63 and Series 65 licenses and seven years of industry experience. He has worked at Saxon Financial Group and affiliated entities since 2018 and previously held roles at Raymond James Financial Services Advisors and Axa Advisors. His other business activities include supporting financial planning, investments, trading, and operations at Saxon Financial Group. Saxon Financial Group manages approximately $616 million in client assets through a 12-advisor team, serving individuals, trusts, estates, businesses, and retirement plans. The firm offers investment management, financial planning, and retirement-plan advisory services, using model portfolios with a range of asset types and a fiduciary approach.

Adrienne Fox is a financial advisor at Precedent Wealth Partners, LLC with two years of industry experience. Prior to joining the firm, she worked for eleven years at The Shlenker School. Precedent Wealth Partners, LLC is a registered investment adviser managing approximately half a billion dollars for around 165 clients through a four-advisor team. The firm serves individuals, trusts, estates, corporations, and retirement plans, providing portfolio management, financial planning, and retirement plan consulting with a committee-driven investment process that combines asset allocation, active and passive management, and third-party managers.

Jeffrey Riley is a financial advisor with Westpark Wealth Advisors, Inc. in Houston, TX, holding a Series 63 designation and bringing 32 years of industry experience. He has worked with Westpark Wealth Advisors since 2002 and with Calton & Associates, Inc. since 2017. Riley is also the owner of J. Riley Investments, an advisory business providing securities and advisory services. Westpark Wealth Advisors offers investment advisory and financial planning services to individuals, including high-net-worth clients, as well as trusts, estates, pension and profit-sharing plans, and business entities. The firm employs a range of strategies and often manages client assets on a non-discretionary basis, involving clients in trade approvals.

Justin Smith is a financial advisor with Westpark Wealth Advisors, Inc. in Houston, TX, holding Series 63 and Series 65 licenses with 21 years of industry experience. He has been associated with IMS Financial Advisors, Inc. since 2007. Outside of advising, he owns and operates The Smith Group, a fixed and traditional insurance agency, and serves as a volunteer director on the board of Angleton Christian School. 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 often manages assets on a non-discretionary basis, involving clients in trade approvals.

Derrick Dees is a financial advisor with The Clarus Group in Houston, TX, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He previously worked for Raymond James Financial Services Advisors Inc. from 2012 to 2023. Outside of advisory roles, Dees is involved in agriculture and construction businesses, including ownership of cattle ranching operations and a construction company focused on residential remodeling. The Clarus Group offers discretionary investment management and comprehensive wealth management services to individuals, trusts, estates, businesses, and retirement plans. The firm constructs customized portfolios centered on absolute return, capital preservation, income generation, tax minimization, and cash management, primarily using ETFs and mutual funds while incorporating various other investment vehicles as appropriate.

Emile Niyonkuru is a financial advisor at Granite Harbor Advisors, Inc. in Houston, TX, holding Series 63 and Series 65 licenses with one year of industry experience. His prior work includes roles at Charles Schwab & Co., Inc. and financial advisory firms, alongside service in the United States Marine Corps. 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 is notable for sponsoring and advising multiple private funds and utilizes a diverse range of securities and investment strategies across its portfolio offerings.

Mohamed Eldawy is a financial advisor at Vestech Asset Management Inc. in Houston, TX, with 11 years of industry experience. He holds the Series 66 designation and has worked at firms including Morgan Stanley and Mass Mutual Investors Services. Outside of his advisory role, Eldawy is involved in several consulting and entrepreneurial ventures, including software development companies, mobile application projects, and insurance agencies. Vestech Asset Management provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, and corporations. The firm utilizes a combination of fundamental, technical, and cyclical analysis to assign clients to targeted asset-allocation model portfolios, and it employs a range of investment strategies including derivatives and third-party sub-management.

Cameron Jensen is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Cross Financial Advisors. His prior experience includes roles at Fidelity Investments and Strategic Advisors Inc. Outside of his advisory work, he owns By The Tree Designs, LLC, a business focused on awards and commemoration. Cross Financial Advisors provides investment management and financial planning services to individuals, high-net-worth clients, small businesses, estates, charitable organizations, and other institutions. The firm offers tailored portfolios and a variety of advisory solutions through custodial and model platforms, operating within an ownership structure affiliated with an accounting-firm holding company.

Christiaan Graf is a financial advisor at KDK Private Wealth Management in Houston, TX, holding Series 63, Series 66, and Series 65 licenses with 10 years of industry experience. He previously worked at Mercer Global Advisors Inc. and Kanaly Trust Services. KDK Private Wealth Management manages approximately $584.6 million in primarily discretionary assets for individuals, trusts, estates, charitable organizations, and business entities. The firm offers comprehensive wealth management services through customized portfolios based on a multi-faceted investment approach and sponsors multiple private funds.

Lucien Craig is a financial advisor with United Advisors America who holds Series 63 and Series 65 licenses and has 30 years of industry experience. He has worked at several firms, including LPL Financial and Level Four Advisory Services, and is also an insurance agent with Alliance America Corporation. United Advisors America provides investment management services primarily to individuals near retirement and to pension and profit-sharing plans. The firm uses a Modern Portfolio Theory-based approach with customized asset allocations and model portfolios, primarily employing mutual funds and ETFs.

Melody Laser is a financial advisor at Financial Synergies with a Series 65 credential and two years of industry experience. Prior to joining Financial Synergies Wealth Advisors in 2024, she worked at Willis Johnson & Associates and held positions at the University of Houston and Lone Star College. Financial Synergies serves a diverse client base including individuals, retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm employs diversified, allocation-driven portfolios and offers a goals-based Pathway program, managed-account solutions, and sub-advisory relationships tailored through third-party platforms and overlay capabilities.

Terence King is a financial advisor at Managed Financial Services Corp Inc with six years of industry experience. He holds a Series 65 designation and has worked at his current firm since 2019, following seven years at Phoenix Group Metals. Managed Financial Services Corporation, Inc. provides discretionary and non-discretionary portfolio management to individuals, employer-sponsored retirement plans, and institutional clients. The firm focuses on mutual funds and annuity products, using a formal, committee-driven manager selection process and proprietary tools to tailor investments to client objectives and risk tolerance.

Clifton Moran is a financial advisor with Portfolio Advisory Council, L.L.C. in Houston, TX, holding Series 65 and Series 66 credentials and six years of industry experience. His work history includes roles at RBC Wealth Management, U.S. Capital Advisors LLC, Kestra Financial, and Fidelity Investments. Portfolio Advisory Council, L.L.C. serves individual investors—including high-net-worth clients—corporations, pension and profit-sharing plans, Taft-Hartley plans, and charitable institutions, providing financial planning, retirement-plan consulting, and investment management. The firm uses a growth-and-income approach with fundamental, technical, and cyclical analysis to manage diversified portfolios typically on a discretionary basis.

Troy Sharpe is a CFP® with 11 years of industry experience and is affiliated with Oak Harvest Investment Services in Houston, TX. He has held leadership roles at multiple Oak Harvest entities since 2010 and also manages his own consulting firm. Sharpe serves as president of Oak Harvest Financial Group, a holding company, and Oak Harvest Insurance Services, an insurance agency. Oak Harvest Investment Services provides portfolio management, financial planning, and retirement plan sponsor services to individuals, families, and high-net-worth clients. The firm offers both discretionary and non-discretionary management, utilizing a range of investment vehicles including mutual funds, ETFs, equities, and fixed-income securities, with ongoing account monitoring and periodic reviews.

Christopher Behan is a financial advisor with RIA Advisors in Houston, TX, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His prior roles include positions at Charles Schwab & Co. from 2008 to 2021 and Haven Wealth Group in 2021. Outside of his advisory work, he assists with his wife's consulting business, which focuses on improving individual and team performance using the DISC model of human behavior. RIA Advisors provides fee-based portfolio management and financial planning to individual clients, charitable organizations, small businesses, and tax-qualified 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.

Oscar Castro is a financial advisor at Saxon Financial Group in Houston, TX, holding a Series 65 designation with two years of industry experience. He has been with Saxon Financial Group since 2022. Saxon Financial Group manages approximately $616 million in client assets through a 12-advisor team, serving individuals, trusts, estates, businesses, and retirement plans. The firm offers investment management, financial planning, and retirement-plan advisory services, utilizing model portfolios with a long-term orientation and a research process based on fundamental and cyclical analysis.

Christopher Myrick is a financial advisor at Oak Harvest Investment Services in Houston, TX, holding a Series 65 designation with eight years of industry experience. He has been with Oak Harvest Investment Services since 2016 and is also associated with Oak Harvest Financial Group since 2013. Oak Harvest Investment Services provides portfolio management, financial planning, and retirement plan sponsor services to individuals, families, and high-net-worth clients. The firm offers both discretionary and non-discretionary management, constructing investment programs tailored to client goals using mutual funds, ETFs, equities, and fixed-income securities, and manages an affiliated long/short hedged equity mutual fund.

James Mc Farland is a financial advisor at Oak Harvest Investment Services in Houston, TX, holding a Series 65 designation with nine years of industry experience. He has been with Oak Harvest Financial Group and Oak Harvest Investment Services since 2016 and previously worked at Morgan Stanley. Oak Harvest provides portfolio management, financial planning, and consulting services to individuals, families, high-net-worth clients, and retirement plan sponsors. The firm manages individual accounts and an open-end mutual fund, employing both long-term and short-term trading strategies across multiple investment vehicles.