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.

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.

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.

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.

Nicholas Renfro is a CFP® and holds a Series 66 license with two years of industry experience. He is currently an advisor at MDT Financial Advisors, LLC and previously worked at Wells Fargo Advisors for five years. Outside of financial advising, he has experience working at the University of Houston and Main St Bistro. MDT Financial Advisors is a registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm offers wealth and investment management, financial planning, consulting, and fiduciary and non-fiduciary services, employing a combination of active and passive strategies tailored to client objectives.

Nathan Burleson is a CFP® with Heritage Wealth Management in Houston, TX, where he has worked since 2023. He has prior experience with PFS Investments Inc. and served in roles at the University of Houston. Burleson’s background also includes a variety of positions in education and business operations. Heritage Wealth Management is a team-based firm serving individuals, high-net-worth clients, and trusts with financial planning and investment advisory services. The firm manages approximately $357 million in discretionary assets and offers a combination of wrap fee programs, managed non-wrap accounts, and separately managed-account sleeves with a focus on tax efficiency and diversified solutions.

Robert Lee is a financial advisor with Sovereign Wealth Advisors LLC in Houston, TX, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. His prior roles include positions at LPL Financial, Merrill, J.P. Morgan Securities Inc., and Banc One Securities Corporation. He also serves as an adjunct professor at Houston Community College. Sovereign Wealth Advisors LLC provides investment advisory and financial planning services to individuals, trusts, retirement plans, and other entities, managing portfolios that may include ETFs, mutual funds, individual equities, and fixed-income securities. The firm employs a mix of analytical methods and offers services through both direct management and multiple sponsored programs.

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.

Glenn Royal is a CFP® professional with 31 years of industry experience, currently serving at RHP Wealth Management. His career includes roles at Royal Harbor Partners, Purshe Kaplan Sterling Investments, Bank of America, and Merrill Lynch. RHP Wealth Management is a five-advisor team managing approximately $345 million in discretionary assets for individuals, trusts, estates, and various organizations. The firm employs a diversified, tax-aware investment approach with multiple model strategies and offers services ranging from discretionary investment management to retirement plan consulting.

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.

Laura Munoz Alarcon is a financial advisor at Finamex Asset Management, LLC with four years of industry experience. She holds the Series 65 and Series 63 designations. Her prior roles include positions at Finamex International, LLC and founding Profit By Laura. Finamex Asset Management, LLC provides portfolio management, financial planning, and consulting services primarily to high-net-worth individuals in Mexico, as well as institutional clients such as pension fund managers and businesses. The firm uses a combination of Modern Portfolio Theory with tactical and rule-driven strategies, managing many accounts on a non-discretionary basis that require client authorization for trade execution.

Robert Haverly is a financial advisor at Goodman Financial Corporation in Houston, TX, holding CFP® and Series 65 credentials with two years of industry experience. His work history includes multiple roles at Goodman Financial since 2022 and prior positions at Greystar, RMS US LLP, Moss Adams, and the University of Houston. Goodman Financial provides discretionary investment management and financial advisory services to individuals, trusts, estates, endowments, corporations, and pension plans. The firm focuses on a fundamental, bottom-up investment process with customized portfolios emphasizing individual equities and bonds to enhance tax efficiency and avoid additional fee layers.

Stephen Barber is a financial advisor with Sovereign Wealth Advisors LLC in Houston, TX, holding a Series 66 license and 23 years of industry experience. His background includes roles at Morgan Stanley, UBS Financial Services, and LPL Financial. He is also involved in non-variable insurance through AFLAC. Sovereign Wealth Advisors LLC offers investment advisory and financial planning services to individuals, trusts, retirement plans, and other entities. The firm manages portfolios using a combination of analytical methods and provides services including portfolio management, written financial plans, and retirement plan consulting.

Steven Novotny is a CFP® professional with eight years of experience in financial advisory roles. He currently works at ICON Wealth Partners and has held positions at Novotny Wealth Management, NVM Capital Partners LLC, and Morgan Stanley among others. 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 long-term investment approach focused on low-cost ETFs, fundamental and technical analysis, and offers customized portfolio allocations based on client goals and risk tolerance.

Juan Carlos Herrera is a financial advisor at Inscription Capital, LLC with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Inscription Capital since 2020. Prior to this, he was with Quantor Capital, LLC and Bright Sky Capital, LLC. Outside of his advisory roles, he serves as Chief Wealth Manager at Grupo Bursatil Mexicano, where he provides strategic advice and training related to the firm’s wealth management model. Inscription Capital serves individual clients, including high net worth individuals, as well as institutional entities such as family offices, trusts, estates, and private foundations. The firm manages approximately $1.56 billion in client assets through a personalized, committee-driven investment process that emphasizes fundamental analysis and diversified long-term allocations across a wide range of investment products.

Ryan Krueger is a financial advisor with Freedom Day Solutions, LLC in Houston, TX, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Krueger & Catalano Capital Partners, LLC since 2006. Outside of his advisory work, he is a limited partner in KrueCat Ventures, LP, where he is also a shareholder in the general partner entity, KrueCat Management Inc. Freedom Day Solutions provides investment management primarily to individual clients, including high-net-worth households, and offers retirement plan consulting, sub-advisory services, and estate-planning support. The firm employs a mix of fundamental and technical analysis, manages accounts through proprietary models and active strategies, and may allocate assets to digital assets for qualified clients.

Bryan Zschiesche 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, as well as retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm provides investment management, financial planning, and advisory services using diversified, allocation-driven portfolios and leverages third-party platforms and sub-advisors to tailor portfolios and reporting.

Mauricio Grajales Tarin is a financial advisor at Finamex Asset Management, LLC with six years of industry experience. He holds a Series 66 designation and has worked at Finamex and its related entities since 2017, including Casa De Bolsa Finamex S.A.B. De C.V. and Banamex Banca Privada. Finamex Asset Management provides portfolio management, financial planning, and consulting services primarily to high-net-worth individuals in Mexico, as well as institutional clients such as pension fund managers and businesses. The firm employs a combination of Modern Portfolio Theory, tactical asset allocation, and rule-driven strategies, managing a majority of assets on a non-discretionary basis with an affiliated broker-dealer structure.