Ignacio Perezanta Ordonez is a financial advisor at Banorte Asset Management, Inc. with 19 years of industry experience. He holds Series 65 and Series 66 credentials and has worked at firms including BBVA Global Wealth Advisors and PNC Investments. Outside of his advisory role, he is a general partner at Modern Custom Luxury Homes, a company that constructs custom homes in the San Antonio area. Banorte Asset Management serves individual and high-net-worth clients, particularly those from Latin America, offering discretionary and non-discretionary portfolio management through various programs including a digital advisory platform. The firm employs customized portfolios built from multiple asset classes and maintains several affiliated entities to support its services.

Ian Harris is a CFP® with 15 years of industry experience and has been with Heritage Wealth Management in Houston, TX, since 2012. He holds a Series 66 license and works as part of a four-advisor team at the firm. Heritage Wealth Management provides financial planning and investment advisory services to individuals, high-net-worth individuals, and trusts. The firm manages approximately $357 million in discretionary assets and offers both a sponsor-operated wrap fee program and managed non-wrap accounts, including separately managed-account sleeves focused on tax efficiency.

Daniel Eaton is a financial advisor with Sovereign Wealth Advisors LLC in Houston, TX, holding a Series 66 designation and 21 years of industry experience. He has worked at Sovereign Wealth Advisors since 2015 and has been associated with LPL Financial LLC since 2007. Sovereign Wealth Advisors serves individuals, trusts, retirement plans, and corporate clients by offering portfolio management, financial planning, retirement-plan consulting, and educational seminars. The firm uses a combination of fundamental and technical analysis in its investment approach and provides services including discretionary portfolio management, consulting engagements, and access to sponsored advisory programs and third-party manager platforms.

Gerron Duhon is a financial advisor at Checchi Capital Advisers, LLC in Houston, TX. He holds Series 66 and Series 65 licenses and has one year of industry experience. Prior to joining Checchi Capital Advisers, he worked at PNC and Merrill. Checchi Capital Advisers provides discretionary portfolio management primarily for high-net-worth individuals and a range of institutional and pooled clients. The firm employs a quantitatively driven investment process using proprietary statistical models to construct globally diversified equity and fixed-income portfolios, often implemented with ETFs and tax-optimization strategies.

Joe Zimmerman is an advisor at Investment Research Corporation with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Quest Capital Strategies, Inc., and SA Stone Wealth Management Inc. In addition to his advisory role, he provides insurance product training and support to licensed agents and also performs part-time computer support consulting. Investment Research Corporation offers investment supervisory services, portfolio management, and financial planning to individuals, high-net-worth clients, and various institutional clients. The firm employs a fundamental approach to security analysis and manages both discretionary and non-discretionary assets across a broad range of securities.

Nikolas Daboin is a financial advisor at TIP Group LLC with two years of industry experience. He holds a Series 65 credential and has worked concurrently as an insurance agent focusing on non-variable life and annuity sales. His prior roles include positions with The Fitzpatrick Group and involvement in youth soccer programs. TIP Group LLC provides portfolio management and financial planning services to individuals, high-net-worth clients, and business entities. The firm employs a mix of fundamental analysis, modern portfolio theory, and technical analysis to guide long-term investment decisions, offering both discretionary and non-discretionary management.

Madison Whiteside is an advisor at The Clarus Group in Houston, TX, holding a Series 65 designation with one year of industry experience. Prior to joining The Clarus Group, Madison worked at AlliantGroup for three years and spent four years at Vanderbilt University. The Clarus Group provides discretionary investment management and comprehensive wealth management services to individuals, trusts, estates, businesses, and retirement plans. The firm constructs customized portfolios using a variety of investment vehicles and employs a generally long-term approach while leveraging a third-party outsourced Chief Investment Officer for portfolio recommendations.

David Doll is a Series 65-credentialed financial advisor at Sequent Asset Management, LLC, with 18 years of industry experience. He has been associated with Sequent since 2008 and also serves as owner and director of Le Jones, a valve seat manufacturing firm in Michigan. Doll is owner of Madsen Waters, LLC, a personal family investment entity in Texas. Sequent Asset Management serves high-net-worth families, business owners, executives, retirees, trusts, estates, charitable organizations, and corporate entities. The firm offers multi-family office wealth management and discretionary investment management through a committee-driven process, combining security analysis and investment environment assessment to create customized allocation strategies and financial plans across various client needs.

Darrell Brooks is a financial advisor at Saxon Financial Group in Houston, TX, with 37 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Raymond James Financial Services from 2009 to 2021. Outside of his advisory work, he is the owner and branch manager of Riverway Financial Group LLC, a support company based in Houston. Saxon Financial Group manages approximately $616 million in client assets through a team of 12 advisors, serving individuals, trusts, estates, businesses, and retirement plans. The firm offers investment management, financial planning, and retirement-plan advisory services using a range of investment vehicles and a research process based on fundamental and cyclical analysis.

Nicholas Casatelli is a financial advisor at Woodstock Wealth Management, Inc. in Houston, TX, with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at AWM Financial Services Inc. and AXA Advisors LLC. He also offers non-securities insurance as a sole proprietor. Woodstock Wealth Management provides discretionary portfolio management, financial planning, and access to third-party asset managers for individuals, high-net-worth clients, businesses, charities, and retirement plans. The firm employs a range of investment strategies and a performance-based compensation model alongside standard fee arrangements.

Rodolfo Ruiz Pares is a financial advisor at Monex Asset Management, Inc. based in Houston, TX, with 15 years of industry experience. He holds a Series 66 designation and has worked at Monex Asset Management since 2010 and Monex Securities from 2010 to 2018 and again from 2018 to the present. Monex Asset Management provides discretionary and non-discretionary investment advisory and consulting services to a diverse client base, including individuals, high-net-worth clients, corporations, trusts, estates, and charitable organizations. The firm employs a blend of fundamental, technical, and charting analysis across a broad range of investment products and strategies.

Linda Legg is a financial advisor at Alterna Wealth Management, Inc. in Houston, TX, holding the Series 66 designation with two years of industry experience. Her work history includes roles at Alterna Securities, Inc. and prior positions in academic and corporate settings. Alterna Wealth Management serves individuals, high-net-worth clients, trusts, estates, institutions, and charitable organizations, offering discretionary and non-discretionary portfolio management with a global, disciplined approach to asset allocation and diversification across markets and instruments.

Patrick Incerto is a financial advisor at ICON Wealth Partners with a Series 65 credential and one year of industry experience. His prior roles include positions at Mountain Capital Partners and Vinson & Elkins LLP. Incerto also manages several investment and real estate holding entities outside of his advisory work. ICON Wealth Advisors provides wealth management and financial planning to individuals, high-net-worth clients, trusts, estates, charitable organizations, and ERISA plans. The firm employs a primarily long-term investment approach that combines fundamental and technical analysis with an emphasis on low-cost ETFs and customized client allocations.

Lindsey Elliff is a financial advisor at Prota Financial in Houston, TX, holding a Series 65 designation with four years of industry experience. She has worked at Prota Financial since 2021 and previously held roles at Job Search, Practice Solutions, UpWeb, and Advanced Footcare. Prota Financial provides discretionary investment management and financial planning to individuals, high-net-worth clients, and small businesses. The firm employs model-based portfolio management, including Sharia-compliant options, and manages $270 million in regulatory assets under management.

Jason Mickey is a financial advisor with Wealth Management Group in Houston, TX, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance Company since 2015. He also operates as an independent health insurance broker, specializing in individual and group health insurance as well as fixed and immediate annuities. Wealth Management Group provides advisory services to individuals, including high net worth clients, and various institutional clients such as pension and profit-sharing plans, charities, and retirement plans. The firm offers financial planning, discretionary investment management, retirement plan consulting, and investment research, utilizing multiple investment strategies and a broad range of investment vehicles.

Dominic Di Giacomo is a CFP® professional with three years of industry experience, currently serving at Cranbrook Wealth Management, LLC. His work history includes prior roles at JLFranklin Wealth Planning, LLC and Signature Wealth Strategies, as well as a four-year period at Clemson University. Cranbrook Wealth Management serves individuals, retirement accounts, trusts, estates, charitable institutions, and business entities, managing portfolios on a discretionary basis. The firm integrates investment management with financial planning and offers a range of portfolio models supported by written Investment Policy Statements, utilizing mutual funds, ETFs, separately managed accounts, and private equity opportunities.

Ryan Kenney is a financial advisor at Oak Harvest Investment Services with six years of industry experience. He holds a Series 65 designation and has worked at Oak Harvest since 2020. Outside of his advisory role, Kenney is involved with Boys and Girls Country of Houston. Oak Harvest Investment Services provides portfolio management, financial planning, and retirement plan sponsor services to individuals, families, and high-net-worth clients, offering both discretionary and non-discretionary management with tailored investment strategies.

Kyle Bruchmiller is a financial advisor with Icon Wealth Partners in Houston, TX, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. Prior to joining Icon Wealth Partners in 2023, he worked at Hines Securities Inc. from 2015 to 2023. Icon Wealth Advisors is a multi-advisor wealth management firm overseeing 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, supplemented by mutual funds, individual securities, and fixed-income strategies, while providing discretionary portfolio management, retirement advice, and cash and credit management solutions.

Eugenio Canales is a financial advisor at Alterna Wealth Management, Inc. in Houston, TX, holding a Series 66 designation with two years of industry experience. Prior to joining Alterna Wealth Management, he worked in educational roles at the University of San Diego and Instituto Tecnologico de Monterrey. Outside of his advisory role, Canales is the founder of Be Better Brand, a sole proprietorship in Mexico that sells a deck of cards designed to help children improve their mental health. Alterna Wealth Management provides investment advisory and portfolio management services to individuals, high-net-worth clients, trusts, estates, institutions, and charitable organizations, serving a significant number of clients outside the United States. The firm employs a disciplined, global approach to asset allocation and diversification, utilizing dynamic models and a combination of quantitative analysis, technical methods, and in-house trading.

Mary Margolis is a CFP® with 28 years of industry experience, currently with MBR Financial since 2011. She holds Series 63 and Series 66 licenses. Margolis is an officer of the Margolis-Canino Foundation, a private family foundation that invests in publicly traded securities and mutual funds. MBR Financial serves individuals, high-net-worth families, and certain pension and profit-sharing plans, providing financial planning, estate planning, and wealth management services. The firm employs a proprietary top-down asset-allocation approach combined with quantitative and qualitative manager and security selection, and it offers alternative investments and performance-based fee arrangements for qualified clients.