Jack Wiesen is a financial advisor at ICON Wealth Partners with six years of industry experience. He holds the Series 66 designation and has previous experience with firms including Purshe Kaplan Sterling Investments and Morgan Stanley. Wiesen is dually registered with Icon Wealth Partners and Purshe Kaplan Sterling Investments. 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 primarily long-term investment approach using low-cost ETFs, fundamental and technical analysis, and customized portfolio allocations based on client goals and risk tolerance.

Trevor Harris is a financial advisor at Arkos Global Advisors, LLC with five years of industry experience. He holds a Series 65 designation and has worked at Archetype Wealth Partners, LLC, Micah Project, Memorial Drive Presbyterian Church, and Wilson Company. Arkos Global Advisors serves individuals, trusts, estates, charitable organizations, and business entities by providing financial planning, consulting, and portfolio management services. The firm combines comprehensive planning with discretionary investment management, using a mix of fundamental, technical, and quantitative analysis to tailor portfolios and conducts ongoing monitoring and periodic client reviews.

David Collins is a Series 65-licensed financial advisor with five years of industry experience. He is currently with WealthCare Financial Group, Inc. and has prior experience at Sequent Planning, LLC and National Empowerment Financial Group. Outside of advising, he is a co-owner of ACDC Victory LLC, a real estate business. WealthCare Financial Group serves individuals, families, business owners, non-profits, and retirement plan sponsors. The firm offers financial and retirement planning, portfolio management, and pension consulting, utilizing a structured investing approach based on diversified, customized portfolios and long-term strategies.

Ian Hurwitz is the president of Hurwitz Associates, Inc. in Houston, TX, where he has worked since 2004. He holds Series 63 and Series 65 credentials and has 44 years of industry experience. Hurwitz is also licensed in insurance and provides insurance services as needed. Hurwitz Associates, Inc. manages discretionary and non-discretionary portfolios primarily for individual and high-net-worth clients, focusing on asset allocation with a long-term, low-turnover approach. The firm emphasizes client participation in setting objectives and offers investment strategies based on Modern Portfolio Theory, incorporating individual securities, ETFs, and international market exposure.

William Lovering is a financial advisor at Inscription Capital, LLC with three years of industry experience. He previously worked at BvB & Partners and Gonet & Cie. 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, offering holistic financial planning, portfolio management, retirement plan advisory services, and standalone family office services through a personalized, committee-driven investment process.

Pablo Carrillo is a financial advisor at Finamex Asset Management, LLC in Houston, TX, holding a Series 66 designation with two years of industry experience. He has worked primarily within the Finamex organization, including Casa de Bolsa Finamex, where he serves as manager of investment banking structuring. He is also the sole investment advisor and beneficiary of a family trust established by his parents. Finamex Asset Management provides investment advisory and financial planning services to individuals, families, trusts, and businesses, offering portfolio management and stand-alone financial planning. The firm uses a combination of Modern Portfolio Theory, tactical asset allocation, and proprietary rule-based models across portfolios constructed with ETFs, mutual funds, and individual securities.

Taylor Condon is a Series 65 licensed advisor at Skybound Wealth USA with experience spanning multiple related firms since 2014. He holds director roles in consulting businesses Altitude and TLC Private Wealth, both outside the investment sector. Skybound Wealth USA provides wealth management, financial planning, and investment management services to both non-high-net-worth and high-net-worth individual clients. The firm emphasizes financial-planning-led advice, often implemented through model portfolios and third-party managers, with a significant portion of assets managed on a non-discretionary basis.

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.

Hunter Anguiano is a financial advisor at Willis Johnson Wealth with a Series 65 designation and two years of industry experience. He has been with Willis Johnson & Associates since 2020, following prior roles at Chocolate Bayou FCU and Stars & Stripes. Willis Johnson Wealth provides comprehensive financial planning and investment management primarily for corporate professionals, executives, and high-net-worth individuals and their families, emphasizing an evidence-based, tax-aware investment approach that includes diversified model strategies and tailored solutions.

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.

Jacob Hansink is a financial advisor at Willis Johnson Wealth in Houston, TX, holding a Series 65 credential with one year of industry experience. His background includes military service in the United States Air Force and roles in education, automotive, and construction sectors. Willis Johnson Wealth provides comprehensive financial planning and investment management primarily for corporate professionals, executives, and high-net-worth individuals. The firm employs an evidence-based, tax-aware investment approach and offers a range of model strategies alongside tailored solutions, supported by in-house CPA tax services and a Families Program that coordinates household accounts.

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.

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.