Taylor Condon is a Series 65-registered advisor with Skybound Wealth USA, based in Houston, TX, with one year of industry experience. He holds director roles in two consulting businesses, Altitude and TLC Private Wealth. Skybound Wealth USA serves individuals, families, and internationally mobile clients, providing investment management, financial planning, and cross-border pension advice, with a notable focus on UK pension transfers and estate planning coordination through third-party platforms. The firm operates with a centralized investment governance framework and is part of an international wealth management group with affiliated insurance, mortgage, and lending businesses.

Luke Jander is a financial advisor at TIP Group LLC with three years of industry experience. He holds a Series 65 designation and has worked with multiple carriers providing life and disability insurance, including Fixed Index Annuities, for which he receives commissions. Prior to joining TIP Group in 2022, he worked at ASGN and Texas A&M. TIP Group LLC offers 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 inform investment decisions and provides both discretionary and non-discretionary management.

Timothy Smith is a CFP® professional with over 30 years of experience in financial advising. He has been with Granite Harbor Advisors, INC. since 2015 and Granite Harbor Group since 2016. Outside of his advisory work, he serves as president of a homeowners association and is a board member of Ronald McDonald House Charities Greater Houston. Granite Harbor Advisors serves individual and high-net-worth clients as well as institutional sponsors, offering comprehensive asset management, financial planning, and retirement plan consulting. The firm manages portfolios using a broad range of public and private securities and sponsors multiple private funds alongside traditional portfolio management services.

Set Carpintero is a CFP® professional with nine years of industry experience, currently serving at Financial Synergies. His prior roles include positions at Hightower Advisors, Resource Consulting Group, Vintage Financial Services, and Seabridge Wealth Management LLC. Financial Synergies serves individuals, retirement plans, trusts, estates, charitable organizations, and corporate clients with 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 customize client solutions.

Edgar Lesser is a financial advisor at Monex Asset Management, Inc. in Houston, TX, holding a Series 66 designation with three years of industry experience. His career includes roles at Monex Securities, Inc. and Citibanamex, as well as a prior position at Universidad Iberoamericana. Monex Asset Management offers discretionary and non-discretionary investment advisory and consulting services to individuals, high-net-worth clients, corporations, trusts, estates, and charitable organizations. The firm employs a combination of fundamental, technical, and charting analysis to manage a broad range of investment products and strategies.

Patrick Murphy is a financial advisor at TIP Group LLC in Houston, TX, holding a Series 65 designation. He has one year of industry experience and prior work history including roles at The Fitzpatrick Group and the Sam Houston Area Council, BSA. TIP Group LLC provides portfolio management and financial planning services to individuals, high-net-worth clients, and business entities. The firm uses a documented Investment Policy Statement and combines fundamental analysis, modern portfolio theory, and technical analysis to guide long-term investment decisions, offering both discretionary and non-discretionary management.

Kellie Gamino is a CFP® and Series 65 licensed advisor with Financial Synergies, bringing one year of industry experience. Her prior roles include five years at Hightower Trust Company and positions at First State Bank and Associated Credit Union of Texas. Financial Synergies serves individuals, retirement plans, trusts, estates, charitable organizations, and businesses, offering investment management and financial planning services. The firm uses a diversified asset-allocation approach with a mix of mutual funds, ETFs, individual securities, and digital assets, and it employs performance-based fee arrangements for eligible clients.

Rogelio Ostos Ruiz is a financial advisor with Alterna Wealth Management, Inc. He holds a Series 65 designation and has been active in the industry since 2026. Prior to joining Alterna Wealth, he worked at Actinver Wealth Management, Inc. and Grupo Fincanciero Actinver Casa de Bolsa SA de CV. Alterna Wealth Management provides investment advisory and portfolio management services to individuals, high-net-worth clients, trusts, estates, institutions, and charitable organizations. The firm employs a disciplined, global approach to asset allocation and diversification, utilizing quantitative analysis, technical methods, and an in-house trading desk in its investment process.

Stephen Adell is a CFP® with 22 years of industry experience and has been with Adell, Harriman & Carpenter since 1985. He is based in Houston, TX, and holds a Series 63 designation. Adell, Harriman & Carpenter provides customized investment management and financial planning primarily to high-net-worth individuals and related entities. The firm manages assets on a discretionary basis, investing in individual equities, investment-grade bonds, and ETFs, while also offering financial counseling on topics such as retirement, estate and tax planning, and charitable giving.

Marcus Berry is a Series 65 credentialed advisor with Adell Harriman & Carpenter, where he has worked for nine years. He has eight years of industry experience and previously operated Marcus W. Berry, Inc., a music education and performance business. Berry was also involved with Red Styxx Beverage, LLC and The Driven Group, LLC between 2012 and 2016. Adell Harriman & Carpenter primarily serves high-net-worth individuals and related entities, providing customized investment management and financial planning. The firm focuses on discretionary asset management with a multi-year investment horizon and integrates fundamental analysis through an internal Investment Committee.

Gonzalo Lobeira Richardson is a financial advisor at MMBG Investment Advisors Co. with one year of industry experience. He previously worked at MG Capital for six years and Risk Counseling Associates SC for two years. Gonzalo holds a Series 65 designation and is based in Miami, FL. MMBG Investment Advisors Co. provides discretionary investment management and limited financial planning to individuals, businesses, and institutional investors, managing approximately $2.46 billion in discretionary assets. The firm employs a global investment approach combining top-down macro analysis with bottom-up fundamental security selection and serves a notable non-U.S. client base through international affiliations.

John Taylor is a financial advisor with Icon Wealth Partners in Houston, TX, holding a Series 66 designation and five years of industry experience. He has worked at Icon Wealth Advisors, LLC since 2022 and is also registered with Purshe Kaplan Sterling Investments. Prior to his financial advisory career, Taylor held roles at MUFG Union Bank and Briar Oil and Gas. Icon Wealth Advisors is a multi-advisor wealth management firm managing approximately $2.25 billion for individuals, high-net-worth clients, trusts, estates, charitable organizations, and ERISA plans. The firm employs a long-term, model-driven investment approach focused on low-cost ETFs, mutual funds, individual securities, and fixed-income strategies, providing discretionary portfolio management and financial planning services.

De Derbonne is a financial advisor at Burke Wealth Management, LLC in Houston, TX, with 17 years of industry experience. Prior to joining Burke Wealth Management, they held roles at Christine Bailey, State Farm VP Management Corp, and Jim Mitchell Insurance Agency Inc. Burke Wealth Management provides discretionary portfolio management primarily to individual and high-net-worth clients, as well as trusts, retirement plans, charitable organizations, and other investment advisers. The firm focuses on a concentrated, long-term growth strategy targeting high-quality large-cap companies and offers separate managed accounts, sub-advisory services, model portfolios, and an actively managed exchange-traded fund.

Jennifer Norris is a financial advisor with Clear Trail Advisors, LLC in Houston, TX, holding a Series 66 credential and 18 years of industry experience. Her prior roles include positions at Tiras Wealth Management and Joseph L Silva, both affiliated with Ameriprise Financial Services. Clear Trail Advisors serves individuals, trusts, retirement plans, and businesses by providing portfolio management, financial planning, and retirement plan consulting. The firm manages approximately $803 million in client assets and employs a broad mix of investment instruments, integrating third-party platforms such as Dynasty and Pontera in its service model.

Casey Kha is a CFP® and holds a Series 66 license, currently serving as a financial advisor at FCA Corp with seven years of industry experience. Prior to joining FCA Corp in 2022, he spent 11 years at Gamma Enterprises LLC. Outside of his advisory role, he is a consultant for Shinjuku Station, a full-service restaurant. FCA Corp provides portfolio management, financial planning, and consulting services to individuals, managed entities, and open-end investment companies. The firm’s investment approach integrates fundamental analysis and macroeconomic factors to build customized portfolios and serves as adviser to both private entities and registered funds.

John Wilkinson is a financial advisor at Trinity Legacy Partners, LLC in Houston, TX, holding Series 63, 65, and 66 licenses with 18 years of industry experience. He has been with Trinity Legacy Partners since 2011. Outside of his advisory work, Wilkinson serves as an official scorer for Houston Astros baseball games and an official statistician for Houston Rockets basketball games, and he is involved with several University of Houston advisory boards and the Christus Foundation Advisory Board. Trinity Legacy Partners is a fee-only, SEC-registered investment adviser serving individuals, trusts, estates, corporations, and charitable organizations. The firm offers discretionary portfolio management, financial planning, and investment consulting across a broad range of securities and sponsors a private options-based investment fund for accredited clients.

Michael Hariprashad is a financial advisor at Goodman Financial Corporation in Houston, TX, with one year of industry experience. Prior to joining Goodman Financial, he held positions at Baruch College, Waterside Plaza LLC, and NX3 Corporation. Goodman Financial provides discretionary investment management and targeted financial advisory services to individuals, trusts, estates, endowments, corporations, and pension plans. The firm manages approximately $915.9 million in client assets, emphasizing a fundamental, bottom-up investment approach with customized portfolios focused on individual equities and bonds.

Janice Whitten is a CFP® with 29 years of industry experience, currently serving at Oak Harvest Investment Services. Her work history includes roles at Invesco, LPL Financial, and Intrua Financial. In addition to her advisory duties, she is an insurance agent with Oak Harvest Insurance Services, LLC. Oak Harvest Investment Services offers portfolio management, financial planning, and consulting to individuals, families, and high-net-worth clients. The firm manages discretionary and non-discretionary accounts, advises an open-end mutual fund, and integrates financial planning into its investment process through client engagement and a range of investment strategies.

Zhaoxia Lin is a financial advisor at RWM Capital, LLC with three years of industry experience. She holds Series 65 and Series 63 licenses and has previously worked at W&S Brokerage Services and Western & Southern Life. Outside of advisory work, she is a full-time insurance sales agent with Western & Southern Life. Roberts Wealth Management provides financial planning and fee-based discretionary investment management primarily to individual and high-net-worth clients preparing for or in retirement. The firm uses tailored asset allocations, model portfolios, sub-advisers, and algorithmic tools across its multi-office platform to serve approximately 1,437 client relationships.

Randolph Price is a CFP® with 39 years of industry experience, currently serving at Clear Trail Advisors, LLC. His prior roles include positions at Steward Partners Investment Advisory, Raymond James Financial Services, and RBC Capital Markets. Clear Trail Advisors provides investment advisory and planning services to individuals, trusts, retirement plans, and business entities, managing approximately $797 million in discretionary client assets. The firm combines traditional investment analysis with multi-asset allocation and alternative strategies, offering both direct portfolio management and third-party manager oversight.