Charles Fahy is a financial advisor with Sovereign Wealth Advisors LLC in Houston, TX, holding Series 63 and Series 66 licenses and bringing 53 years of industry experience. He has worked at LPL Financial LLC since 2004 and joined Sovereign Wealth Advisors in 2015. Sovereign Wealth Advisors serves individuals, trusts, retirement plans, and corporate clients, offering portfolio management, financial planning, retirement-plan consulting, and educational seminars. The firm uses a combination of fundamental and technical analysis, discretionary portfolio management, and access to third-party manager platforms to tailor investment strategies.

Eric Nguyen is a CFP® with eight years of experience in the financial industry. He is currently with Oak Harvest Investment Services, where he has worked since 2022. His prior roles include positions at Fidelity Investments, Thrivent Advisor Network, and Purshe Kaplan Sterling Investments. Outside of advisory work, he is also an insurance agent with Oak Harvest Insurance Services. Oak Harvest Investment Services is a team advisory firm that serves individuals, families, high-net-worth clients, and retirement plan sponsors with portfolio management, financial planning, and consulting services. The firm integrates financial planning and risk profiling into its discretionary asset-management process and manages a variety of investment types while also advising an open-end mutual fund.

Barbara Villard Schmoyer is a Series 65-licensed advisor with Financial Synergies in Houston, TX, where she has worked since 2016. She has nine years of industry experience. 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 uses diversified, allocation-driven portfolios and offers a goals-based Pathway program, managed-account solutions, and sub-advisory relationships.

Bonita Harden Lair is a financial advisor with Goodman Financial Corporation in Houston, TX, holding seven years of industry experience. Prior to joining Goodman Financial, she worked at Tucker Financial and held roles in lending at FC Lending and Cornerstone Home Lending. Outside of her financial advisory career, she owns and manages H&L Express LLC, a trucking and logistics business. Goodman Financial Corporation provides discretionary investment management and financial advisory services to individuals, trusts, estates, endowments, corporations, and pension plans, managing approximately $915.9 million in assets. The firm employs a fundamental, bottom-up investment approach focused on individualized portfolios with an emphasis on tax efficiency and predictable fixed-income strategies.

Douglas Walden is a financial advisor at Robertson Investment Management in Houston, TX, holding a Series 66 designation with seven years of industry experience. Prior to joining Robertson Investment Management, he worked at Edward Jones for eight years and was employed by KHOU Channel 11 for four years. Robertson Investment Management serves a diverse client base including individuals, families, trusts, pensions, corporations, and financial institutions. The firm offers a range of services such as portfolio management, financial planning, family office services, and private placements, utilizing both in-house and third-party investment strategies across multiple equity products.

Jose Maria Celorio Alvarez is a financial advisor at Alterna Wealth Management, Inc. in Houston, TX, holding Series 63 and Series 65 licenses with five years of industry experience. His prior work includes roles at Grupo Financiero Actinver and London Business School. Alterna Wealth Management provides investment advisory and portfolio management services to individuals, high-net-worth clients, and institutions, including a substantial international clientele. The firm employs a disciplined, global approach to asset allocation and diversification, utilizing quantitative analysis, technical methods, and an in-house trading desk to support a range of investment styles.

Bernardo Hubard is a financial advisor at Monex Asset Management, Inc. in Houston, TX, with 20 years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at Morgan Stanley Smith Barney LLC and VectorGlobal WMG. He has been with Monex-affiliated firms since 2021. Monex Asset Management serves individuals, including high-net-worth clients, as well as corporations, trusts, estates, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management and investment consulting, employing a variety of strategies from long-term holdings to short-term trading, supported by sub-advisory and technology partnerships.

Elizabeth Krog is a CFP® and holds a Series 66 license with six years of industry experience. She currently works at Oak Harvest Investment Services, joining in 2022 after roles at Facet Wealth and McKinney Capital Management. In addition to her advisory work, Krog is a licensed insurance agent and occasionally provides commissionable insurance products to clients. Oak Harvest Investment Services is a team advisory firm serving individuals, families, high-net-worth clients, and retirement plan sponsors. The firm offers portfolio management, financial planning, consulting, and plan-sponsor services, integrating financial planning and risk profiling into a discretionary asset-allocation process across various investment types.

Jennifer Youngblood is a financial advisor with Horizon Wealth Advisors in Houston, TX, holding eight years of industry experience. She previously worked at Maddox, Thomas & Associates, P.C. for 13 years. Horizon Wealth Advisors is an independent, fee-only wealth management firm serving individuals, trusts, pension plans, and other entities, typically with substantial investable assets. The firm provides comprehensive financial planning and discretionary portfolio management using diversified portfolios that include mutual funds, ETFs, individual securities, and outside managers.

James Hamilton is a financial advisor with Portfolio Advisory Council, L.L.C. in Houston, TX, holding Series 63 and Series 65 credentials and over 31 years of industry experience. He has worked at Mutual Securities, Inc. and Cambridge Investment Research, Inc., and has been with Portfolio Advisory Council for 30 years. Outside of his advisory role, Hamilton serves as a director of the Midtown Business Network, is a trustee overseeing church finances at Northeast Houston Baptist Church, and is a board member of Municipal Utility District No. 83 of Texas. Portfolio Advisory Council, L.L.C. provides financial planning and portfolio management to individuals, corporations, pension and profit-sharing plans, Taft-Hartley plans, and charitable institutions. The firm employs a growth-and-income investment approach using a mix of mutual funds, ETFs, individual stocks and bonds, REITs, and options, combining fundamental, technical, and cyclical analysis.

Dante Milanesi is a financial advisor at MDT Financial Advisors, LLC with five years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Advisors and Willis Johnson and Associates before joining MDT Financial Advisors. MDT Financial Advisors serves individuals, pension and profit-sharing plans, charitable organizations, and corporations by providing wealth and investment management, financial planning, consulting, and fiduciary services. The firm employs a combination of active and passive investment strategies and often manages client assets on a discretionary basis.

Mariana Martinez Cabral Torres is a financial advisor at Finamex Asset Management, LLC with one year of industry experience. She holds a Series 66 designation and has worked at several firms including Casa de Bolsa Banorte S.A. de C.V. and Grupo Financiero Santander Mexico. 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 employs a combination of Modern Portfolio Theory, tactical asset allocation, and technically based, rule-driven strategies, with a notable emphasis on non-discretionary management and active fixed-income and sector supervision.

Ryan Mason is a financial advisor at Lavaca Capital, LLC with four years of industry experience. He holds a Series 65 designation and previously worked at Bank of America Merrill Lynch from 2018 to 2021. Mason also has experience in academic roles at Howard Payne University. Lavaca Capital, LLC provides discretionary investment advisory and sub-advisory services to institutional and high-net-worth clients, including asset managers, registered investment advisers, and family offices. The firm employs equity and option strategies aimed at risk-adjusted returns and downside protection, managing approximately $421 million in assets across about 21 client relationships as of December 2024.

Kim Petersen is a financial advisor at Checchi Capital Advisers, LLC with three years of industry experience. She holds Series 63 and Series 65 licenses and has prior experience as a consultant and with Work America Capital/Varsity Hype. Petersen serves on the boards of a sustainable farming start-up, a charitable outreach organization, a corporate growth association in Houston, and holds roles with The University of Texas McCombs School of Business and The University of Texas Chancellor’s Council Executive Committee. Checchi Capital Advisers provides discretionary portfolio management primarily for high-net-worth individuals and various institutional clients. The firm employs a quantitatively driven investment process utilizing proprietary models and offers diverse strategies across global equity and fixed-income portfolios.

Robert Kasten is a financial advisor at Robertson Investment Management in Houston, TX, with 42 years of industry experience. He holds a Series 63 designation and has worked at firms including OSAIC, Securities America, Inc., First Allied Securities, Inc., First Allied Advisory Services, Inc., and VOYA Financial Advisors, Inc. Robertson Investment Management serves a diverse client base, including individuals, families, trusts, pensions, corporations, and banks. The firm offers a range of investment and financial services, combining fundamental, technical, and cyclical analysis with access to third-party managers and private placement opportunities.

Maria De Lima Velez is a financial advisor at Icon Wealth Partners with two years of industry experience. She holds a Series 65 designation and has previously worked at Arete Investments, Quest Trust Company, and ABLC of Houston. Outside of advising, she has been involved with Arete Insurance Services as an insurance agent focusing on client onboarding, service, analysis, and case preparation. Icon Wealth Partners is a multi-advisor wealth management firm serving individuals, high-net-worth clients, trusts, estates, charitable organizations, and ERISA plans. The firm employs a long-term, model-driven investment approach that emphasizes low-cost ETFs alongside mutual funds, individual securities, and fixed-income strategies, providing discretionary portfolio management and periodic financial planning.

Bradley Bruna is a financial advisor with 20 years of industry experience, currently at 15 Wealth Advisors LLC in Houston, TX. He holds the ChFC® designation along with Series 63 and 66 licenses. His prior work includes a long tenure with AIG Valic and roles at LPL Financial and TSFG, LLC. Outside of advising, he is involved in a family-owned business called Not Your Daddy's Sports Collection. 15 Wealth Advisors LLC is a registered investment adviser that offers discretionary portfolio management, financial planning, and employer-focused retirement consulting. The firm emphasizes customized portfolios tailored to clients’ goals and uses a combination of fundamental, quantitative, technical, and modern portfolio theory analyses.

Skyler Seidman is a financial advisor at Clear Trail Advisors, LLC in Houston, TX, holding a Series 65 designation with one year of industry experience. He previously worked at Flagship Investment Management LLC and Flagship Capital Partners. Clear Trail Advisors provides investment advisory and planning services to individuals, trusts, retirement plans, and business entities. The firm manages roughly $797 million in discretionary client assets and employs a multi-faceted investment approach that includes fundamental and technical analysis, multi-asset allocation, direct indexing, ETFs, and alternative investments.

Heidi Arneson is a financial advisor with Precedent Wealth Partners, LLC, where she has worked since 2024. She has one year of industry experience and also owns Arneson CPA Group, a tax preparation and business consulting firm. Prior to joining Precedent Wealth Partners, she worked at Noble Wolf I, LLC and Noble Growth Partners. Precedent Wealth Partners is a registered investment adviser managing approximately half a billion dollars for about 165 clients. The firm serves individuals, trusts, estates, corporations, and retirement plans, using a committee-driven investment process that combines asset allocation, active and passive management, and third-party managers.

Jose Beltran is a financial advisor with Monex Asset Management, Inc. in Houston, TX, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Monex Securities, Inc. and work at the University of St. Thomas. Monex Asset Management provides 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 mix of fundamental, technical, and charting analysis across a broad range of investment products and offers both direct management and delegated discretionary management through a sub-advisor.