Paul Troyer is a CFP® professional with 20 years of industry experience, currently serving at Franklin, Parlapiano, Turner & Welch LLC since 2010. He is based in Houston, TX, and is part of a five-advisor team. Franklin, Parlapiano, Turner & Welch LLC advises high-net-worth individuals, trusts, and estates, offering fee-only asset management and comprehensive financial planning through its Managed Account Program. The firm employs a client intake process and Investment Policy Statement to allocate portfolios among seven model strategies and utilizes fundamental analysis to select investments, managing approximately $811 million in discretionary assets as of December 31, 2025.

Jason Scarcella is a financial advisor at The Advisory Resource Group, LLC with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including SII Investments and Compass Pointe Financial. He is also involved as a fixed insurance agent and owner of Compass Pointe Financial, dedicating limited monthly time to that activity. The Advisory Resource Group, LLC serves individuals, employee-sponsored retirement plans, trusts, and other entities with discretionary and non-discretionary investment management and financial planning. The firm manages approximately $809 million across about 712 client relationships, using a team-based research process and a diversified portfolio approach that includes mutual funds, ETFs, and individual securities.

Justin Joyce is a financial advisor at Catalyst Wealth Management LLC in Houston, TX, holding a Series 66 designation with three years of industry experience. His professional background includes roles at Innovation Partners LLC and GWN Securities Inc. Outside of advisory services, he is a licensed insurance agent and registered representative, offering clients insurance products and commissionable investment products in a separate capacity. Catalyst Wealth Management LLC provides portfolio management and retirement-plan services to individuals, high-net-worth clients, and employer retirement plans, managing approximately $105 million in assets for about 9,549 clients. The firm delivers its services primarily through turnkey asset management programs and 401(k)/403(b) plan administration, emphasizing non-discretionary management with an advisory role in third-party manager selections.

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.

Robert Scharar is a financial advisor at FCA Corp with 42 years of industry experience. He has been with FCA Corp since 1975. Scharar serves as director and president on several corporate and trust boards, including First Commonwealth Holdings Corp and Africap, LLC, without personal compensation. FCA Corp provides portfolio management, financial planning, and consulting to individuals, managed entities, and open-end investment companies. The firm employs a fundamental and macroeconomic investment approach to create customized portfolios across various asset classes and serves as adviser to both private pooled entities and registered open-end funds.

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.

Eric Ortiz is a financial advisor at Catalyst Wealth Management LLC in Houston, TX, holding a Series 66 designation with one year of industry experience. Prior to joining Catalyst and Innovation Partners in 2026, he worked in education at multiple institutions, including Texas Tech University and Cypress Ranch High School. Catalyst Wealth Management LLC provides portfolio management and retirement-plan services to individuals, high-net-worth clients, and employer retirement plans. The firm manages approximately $105 million in assets for about 9,549 clients, primarily through turnkey asset management programs and 401(k)/403(b) plan administration, relying on a combination of fundamental and technical analysis within a long-term trading framework.

Rachel Buckhoff is a CFP® and holds a Series 65 license with five years of industry experience. She has been with Financial Synergies Wealth Advisors since 2021. Prior to her advisory role, she spent three years at the University of Texas and was a full-time student for six years. Financial Synergies serves individuals, including high-net-worth clients, as well as retirement plans, trusts, estates, charitable organizations, and businesses. The firm uses a diversified asset-allocation approach with a range of investment vehicles and offers both discretionary and non-discretionary management, including a goals-based Pathway program for earlier-stage wealth accumulation.

Christopher Alden is a financial advisor at Kingwood Investment Group with six years of industry experience. He holds the Series 66 designation and has worked at Kingwood Investment Group since 2024, following five years at NEXT Financial Group. Kingwood Investment Group provides discretionary investment management and financial planning services to individuals and high-net-worth clients, employing a variety of strategies including asset allocation and technical analysis. The firm recently transitioned to SEC registration and offers managed account programs and participant account oversight for retirement plan assets.

Michael Rome is a financial advisor at Doliver Advisors, L.P. in Houston, TX, holding Series 63 and Series 65 licenses with 19 years of industry experience. He has worked at Doliver Advisors since 2020 and previously held roles at Chilton Capital Management, Texan Capital, and Bridgeway Capital Management. Doliver Advisors serves individual and high-net-worth clients, trusts, foundations, and pooled investment vehicles, offering wealth management, customized portfolio management, a quantitative closed-end fund strategy, and private equity access. The firm also acts as adviser and sponsor for multiple private funds and special purpose vehicles, combining quantitative and tailored investment approaches.

James Pappas is a financial advisor at JCP Investment Management, LLC with 17 years of industry experience. He holds Series 63 and Series 65 designations and has been with JCP Investment Management since 2009. Outside of his advisory role, he spends part of his time consulting for his family business. JCP Investment Management offers discretionary investment management to high-net-worth clients through pooled investment vehicles, sub-advised funds, and separately managed accounts. The firm employs a combination of fundamental and cyclical analysis with active trading strategies, including options and leverage, tailoring portfolio construction to each fund or account’s specific requirements.

Arv Vilutis is a financial advisor with Financial Synergies, holding the ChFC® and Series 63 designations and bringing 45 years of industry experience. His career includes long-term roles at FSI Advisory Group Inc. and Cetera Advisors LLC, as well as self-employment since 1988. Financial Synergies serves individuals, retirement plans, trusts, estates, charitable organizations, and businesses. The firm uses a diversified asset-allocation approach across various investment vehicles and offers discretionary and non-discretionary management, financial planning, and account aggregation services.

Stephen Burton is a CFP®-certified financial advisor at Autumn Lane Advisors, LLC, with seven years of industry experience. His career includes roles at Raymond James & Associates, Bank of America, Merrill, and Morgan Stanley. He also has experience in academia at the University of Houston - Downtown. Autumn Lane Advisors provides personalized wealth management and investment consulting primarily to ultra-high net worth individuals and family offices, overseeing approximately $1.2 billion in regulatory assets under management with a team of four advisors. The firm focuses on selecting and managing third-party managers across public and private markets and serves as general partner for several private funds and feeder vehicles.

Neal Stephenson is a financial advisor at Precedent Wealth Partners, LLC with one year of industry experience. Prior to joining Precedent Wealth Partners in 2024, he worked for ten years at First American Title Company. In addition to his advisory role, he serves as Vice President of Commercial Business Development at Frontier Title Company, focusing on cultivating business relationships. Precedent Wealth Partners manages approximately half a billion dollars for about 165 clients through a four-advisor team. The firm serves individuals, trusts, estates, corporations, and retirement plans, employing a committee-driven investment process that combines asset allocation, active and passive management, and third-party managers.

Peter Trammell Jr. is a financial advisor with WESTPARK WEALTH Advisors, Inc. in Houston, TX, holding Series 65 and Series 63 credentials and bringing 33 years of industry experience. His prior work includes 21 years at IMS Securities, Inc. and nine years with Calton & Associates, Inc. Westpark Wealth Advisors provides investment advisory and financial planning services to individuals, trusts, estates, pension and profit-sharing plans, and business entities. The firm employs a variety of investment strategies and emphasizes client involvement, often managing assets on a non-discretionary basis.

Julie Hebert is an advisor with Ascension Capital Advisors, Inc. in Houston, TX, with one year of industry experience. She has worked at The Hebert Group since 2019 and was previously employed by Liberty ISD from 2013 to 2019. Ascension Capital Advisors serves individuals, retirement plans, charitable organizations, and small businesses, providing portfolio management, retirement plan consulting, financial planning, and private placement consulting. The firm customizes asset allocations based on client risk tolerance and objectives and offers educational workshops and financial-wellness sessions alongside its investment services.

Alexandra Merz is a financial advisor with Skybound Wealth USA in Houston, TX, holding Series 65 and Series 63 licenses. She has one year of industry experience and previously worked at Vie International and Solara Energy Ltd. Skybound Wealth USA serves individuals, families, and internationally mobile clients with investment management, financial planning, and cross-border pension advice, including UK pension transfers. The firm operates a centralized investment governance framework and primarily manages client assets on a non-discretionary basis.

Jacob Saour is a financial advisor at JCP Investment Management, LLC with Series 65 credentials and experience beginning in 2024. Prior to joining JCP, he was managing partner and part owner at Victory Residential LLC, a private placement real estate investment firm focused on apartment complexes. JCP Investment Management provides discretionary advisory services to high-net-worth individuals through pooled investment vehicles, sub-advised funds, and separately managed accounts. The firm employs a range of strategies including long- and short-term trading, hedging, and derivative instruments, and is notable for managing private pooled funds with performance-based compensation structures.

Cynthia Elaine Schlanger is a financial advisor with Onyx Bridge Wealth Group LLC, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. Her prior roles include positions at SAGEPOINT FINANCIAL, Harman Wealth Management, and Save Advisers LLC. She also operates Schlanger Consulting LLC, providing business development and compliance consulting outside of investment services. Onyx Bridge Wealth Group serves individuals, trusts, pension and profit-sharing plans, and corporate entities, offering discretionary and non-discretionary asset management, financial planning, and retirement plan consulting. The firm employs asset-allocation strategies across ETFs, mutual funds, and alternative investments, with ongoing portfolio reviews tailored to clients’ goals and risk tolerances.