Austin Bertrand is a financial advisor at Precedent Wealth Partners, LLC in Houston, TX, holding Series 65 and Series 63 licenses. He has one year of experience in advisory services, joining Precedent Wealth Partners in 2026 after roles at Hotchkiss Insurance and Olympus Corporation of the Americas. Precedent Wealth Partners provides portfolio management, financial and wealth planning, and retirement plan consulting to individuals, high-net-worth clients, trusts, and employer-sponsored plans. The firm combines active and passive management with multiple analysis methods, offers ESG screening upon request, and emphasizes client education through seminars and workshops.

Timothy Lucio is a financial advisor with Saxon Financial Group in Houston, TX, holding Series 63 and Series 65 designations and eight years of industry experience. His prior roles include positions at Raymond James Financial Services Advisors and AXA Advisors. He is also involved with Saxon Interests, Inc., where he contributes to financial planning, investments, trading, and operations support. Saxon Financial Group serves individual and high-net-worth clients, trusts, estates, businesses, and retirement plans, offering investment management and financial planning services. The firm constructs model-based and customized portfolios focused on a long-term orientation, employing fundamental and cyclical analysis.

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.

Derrick Dees is a financial advisor with The Clarus Group in Houston, TX, holding Series 63 and Series 66 credentials and over 21 years of industry experience. Prior to joining The Clarus Group in 2023, he spent 11 years with Raymond James Financial Services Advisors Inc. Outside of his advisory work, he co-owns Rocking 6 Construction LLC and Rocking 6 Cattle Company, engaging in house remodeling and cattle ranching. The Clarus Group offers wealth management and discretionary investment management to individuals, trusts, estates, businesses, and retirement plans. The firm employs customized investment models primarily utilizing ETFs and mutual funds, and provides both portfolio management and financial planning services with a combination of internal discretion and outsourced Chief Investment Officer support.

Colin Monteith is a financial advisor at Altruist Advisors LLC with three years of industry experience and holds a Series 66 credential. His prior roles include positions at Ameriprise and Morgan Stanley. Outside of advising, he assists with bookkeeping and payroll management for his family ranch’s cattle and hunting business in Texas. Altruist Advisors serves individual investors, trusts, and estates by providing discretionary portfolio management and financial planning through a team of six affiliated advisers. The firm utilizes a blend of fundamental, technical, and quantitative analysis alongside model-based portfolios accessed via its proprietary technology platform.

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.

Jacob Lewis is a financial advisor at Endeavor Advisors, LLC in Houston, TX, with seven years of industry experience. He holds the CFP® and ChFC® designations and has worked at Northern Trust for 17 years prior to joining Endeavor Advisors. Endeavor Advisors serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans with discretionary investment management, family office and wealth management, and standalone financial planning. The firm uses long-term investment strategies combining fundamental and technical analysis and offers a family office–style service model.

Christiaan Graf is a financial advisor at KDK Private Wealth Management with 11 years of industry experience. He holds the Series 63, Series 66, and Series 65 designations. Prior to joining KDK in 2021, he worked at Mercer Global Advisors Inc., Kanaly Trust Services, AllianceBernstein L.P., and Sanford C. Bernstein & Co., LLC. KDK Private Wealth Management serves individuals, trusts, estates, charitable organizations, and business entities by providing comprehensive wealth management that integrates investment management, financial planning, and consulting. The firm utilizes a customized, asset-allocation approach based on Modern Portfolio Theory and various analytical methods, managing primarily discretionary portfolios with a typical minimum of $5 million.

Melody Laser is a CFP® with one year of industry experience, currently serving at Financial Synergies in Houston, TX. Before joining Financial Synergies Wealth Advisors, she worked at Willis Johnson & Associates and held roles at the University of Houston and Lone Star College. Financial Synergies serves individuals, retirement plans, trusts, estates, charitable organizations, and businesses, providing investment management and financial planning with a diversified asset-allocation approach that includes mutual funds, ETFs, equities, bonds, structured products, and digital assets. The firm is noted for offering performance-based fee arrangements to eligible clients and maintaining documented policies to manage conflicts.

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.

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 several related entities, including Oak Harvest Financial Group and Oak Harvest Insurance Services, where he serves as president. Sharpe also manages his own consulting firm, Troy Sharpe Consulting, LLC. Oak Harvest Investment Services is a team advisory firm serving individuals, families, high-net-worth clients, and retirement plan sponsors. The firm provides portfolio management, financial planning, and consulting services, managing accounts on a discretionary basis using a combination of fundamental, technical, and value/cyclical analysis.

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 with Oak Harvest Investment Services in Houston, TX. He holds the Series 65 designation and has nine years of industry experience, including more than a decade with Oak Harvest-related firms. Oak Harvest Investment Services serves individuals, families, high-net-worth clients, and retirement plan sponsors with portfolio management, financial planning, and consulting. The firm manages accounts on a discretionary basis, integrating financial planning and risk profiling with a mix of analytical approaches across various asset classes.

James Mc Farland is a Series 65-registered financial advisor at Oak Harvest Investment Services in Houston, TX, 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 Investment Services is a team advisory firm serving individuals, families, high-net-worth clients, and retirement plan sponsors. The firm provides portfolio management, financial planning, consulting, and plan-sponsor services, managing accounts on a discretionary basis and integrating financial planning with risk profiling and portfolio monitoring across various asset classes.

Nathan Burleson is a CFP® professional with Series 63 registration, currently serving at Heritage Wealth Management in Houston, TX. He has three years of experience in the financial industry, including prior roles at PFS Investments Inc. and the University of Houston. Outside of finance, he has worked in varied fields such as youth sports and small business operations. Heritage Wealth Management serves individuals, high-net-worth clients, and trusts by providing financial planning, estate-planning facilitation, and investment advisory services. The firm constructs diversified portfolios using mutual funds, ETFs, and separately managed accounts for tax efficiency, and sponsors a wrap fee program to support client needs.

Andrew Aldrett is a financial advisor at Saxon Financial Group in Houston, TX. He holds a Series 65 designation and has recently entered the industry with less than one year of experience. Prior to joining Saxon Financial Group, his work history includes positions at Saxon Interests, Inc., Ben E. Keith, Uber, and the University of North Texas. Saxon Financial Group serves individual and high-net-worth clients, as well as trusts, estates, businesses, and retirement plans, offering investment management, financial planning, and retirement-plan advisory services. The firm employs a primarily long-term investment approach using model-based and customized portfolios across a range of asset classes and maintains institutional relationships with major custodians to support its services.

Alfred Brady III is a financial advisor at MBR Financial in Houston, TX, holding Series 63 and Series 66 licenses with 35 years of industry experience. He has worked at MBR Financial since 2011 and previously spent seven years with Purshe Kaplan Sterling Investments. Outside of advising, he is involved in real estate house flipping with his wife. MBR Financial serves individuals, high-net-worth families, and certain pension and profit-sharing plans with financial planning, estate planning, and investment and wealth management services. The firm uses a proprietary top-down asset-allocation process combined with quantitative and qualitative analysis, and offers performance-based fee arrangements for qualified clients and alternative investment options.

Michael Minter is a CFP® professional with 16 years of experience, currently serving at Financial Synergies Wealth Advisors, Inc. in Houston, Texas, where he has worked since 2003. Financial Synergies serves individuals, retirement plans, trusts, estates, charitable organizations, and corporate clients, providing investment management, financial planning, and held-away account advisory services. The firm utilizes diversified, allocation-driven portfolios and incorporates third-party platforms and sub-advisors to tailor portfolios, offering unique features such as performance-based fee arrangements under a high-watermark approach.

Erandathi Shaw is a CFP® and holds a Series 66 designation, with 16 years of industry experience. She has been with Tanglewood Legacy Advisors, LLC since 2016. Tanglewood Legacy Advisors serves individuals, high-net-worth clients, business entities, trusts, estates, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management alongside financial planning and consulting services, employing customized portfolios with actively managed mutual funds, ETFs, and less-liquid instruments under a structured investment approach.