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.

Casey Kha is a CFP® and holds a Series 66 license, currently serving as a financial advisor at FCA Corp with seven years of industry experience. Prior to joining FCA Corp in 2022, he spent 11 years at Gamma Enterprises LLC. Outside of his advisory role, he is a consultant for Shinjuku Station, a full-service restaurant. FCA Corp provides portfolio management, financial planning, and consulting services to individuals, managed entities, and open-end investment companies. The firm’s investment approach integrates fundamental analysis and macroeconomic factors to build customized portfolios and serves as adviser to both private entities and registered funds.

John Wilkinson is a financial advisor at Trinity Legacy Partners, LLC in Houston, TX, holding Series 63, 65, and 66 licenses with 18 years of industry experience. He has been with Trinity Legacy Partners since 2011. Outside of his advisory work, Wilkinson serves as an official scorer for Houston Astros baseball games and an official statistician for Houston Rockets basketball games, and he is involved with several University of Houston advisory boards and the Christus Foundation Advisory Board. Trinity Legacy Partners is a fee-only, SEC-registered investment adviser serving individuals, trusts, estates, corporations, and charitable organizations. The firm offers discretionary portfolio management, financial planning, and investment consulting across a broad range of securities and sponsors a private options-based investment fund for accredited clients.

Michael Hariprashad is a financial advisor at Goodman Financial Corporation in Houston, TX, with one year of industry experience. Prior to joining Goodman Financial, he held positions at Baruch College, Waterside Plaza LLC, and NX3 Corporation. Goodman Financial provides discretionary investment management and targeted financial advisory services to individuals, trusts, estates, endowments, corporations, and pension plans. The firm manages approximately $915.9 million in client assets, emphasizing a fundamental, bottom-up investment approach with customized portfolios focused on individual equities and bonds.

Janice Whitten is a CFP® with 29 years of industry experience. She is currently with Oak Harvest Investment Services and Oak Harvest Financial Group and has previously worked at LPL Financial, Intrua Financial LLC, and Invesco. In addition to her advisory work, she is an insurance agent with Oak Harvest Insurance Services, LLC. Oak Harvest Investment Services is a team advisory firm serving individuals, families, high-net-worth clients, and retirement plan sponsors with portfolio management, financial planning, and consulting. The firm manages accounts on a discretionary basis and employs a combination of fundamental, technical, and value/cyclical analysis while offering educational resources and plan-sponsor services.

Zhaoxia Lin is a financial advisor at RWM Capital, LLC with three years of industry experience. She holds Series 63 and Series 65 licenses and has worked in various roles including insurance sales at Western & Southern Life since 2022. Prior to her financial services career, Lin worked in education and hospitality. Roberts Wealth Management provides financial planning and fee-based discretionary investment management primarily to individual and high-net-worth clients preparing for or in retirement. The firm constructs tailored asset allocations using model portfolios and sub-advisers while employing quantitative algorithms for portfolio management.

Randolph Price is a CFP® with 39 years of industry experience, currently serving at Clear Trail Advisors, LLC. His prior roles include positions at Steward Partners Investment Advisory, Raymond James Financial Services, and RBC Capital Markets. Clear Trail Advisors provides investment advisory and planning services to individuals, trusts, retirement plans, and business entities, managing approximately $797 million in discretionary client assets. The firm combines traditional investment analysis with multi-asset allocation and alternative strategies, offering both direct portfolio management and third-party manager oversight.

Billy Desai is a CFA® charterholder and holds a Series 63 license with six years of industry experience. He is currently with Analog Capital Partners LLC and Analog Capital AI, where he has worked since 2020 and 2025 respectively. His prior roles include positions at Collaboration Capital and Invesco. Analog Capital Partners provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, and also acts as a subadviser to other investment advisers. The firm customizes portfolios based on client time horizons and risk tolerances using a mix of fundamental, quantitative, technical, and modern portfolio theory approaches.

Steven Crawford is a financial advisor at FCA Corp with 14 years of industry experience. He holds a Series 65 license and has worked at FCA Corp since 2012 and at First Commonwealth Holdings Corp. since 2005. He serves as president of Ivy Realty Trust and holds officer roles in several related entities. FCA Corp provides portfolio management, financial planning, and consulting services to individuals, managed entities, and open-end investment companies. The firm manages separately managed accounts using a fundamental and macroeconomic investment approach and serves as advisor to the Commonwealth International Series Trust.

Keaton Pletcher is a financial advisor with Catalyst Wealth Management LLC in Houston, TX. He holds a Series 66 designation and has one year of industry experience. Prior to joining Catalyst, he held positions at Innovation Partners LLC, McKesson, and True Food Kitchen, and worked in education at Texas A&M University and local schools. Catalyst Wealth Management provides portfolio management and retirement-plan services to individuals, high-net-worth clients, and employer retirement plans. The firm uses turnkey asset management programs and long-term trading strategies, managing approximately $105 million in assets for over 9,500 clients.

William Bevill is a financial advisor at Sovereign Wealth Advisors LLC with 49 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Sovereign Wealth Advisors since 2015. Prior to that, he worked at LPL Financial LLC. Bevill serves as a board member of the non-profit Islander Athletic Fund in Corpus Christi, Texas. Sovereign Wealth Advisors LLC serves individuals, trusts, retirement plans, and corporate clients by providing portfolio management, financial planning, retirement-plan consulting, and educational seminars. The firm employs a combination of fundamental and technical analysis, offering a range of investment strategies and access to sponsored advisory programs and third-party manager platforms.

Rebecca Arseneau is a financial advisor with Haven Wealth Group in Houston, TX, holding a Series 65 designation and over 45 years of industry experience. Her career includes long-term service at Wells Fargo Bank and subsequent roles at South Trust Bank and Veritex Community Bank before joining Haven Wealth Group. Haven Wealth Group provides discretionary investment management and comprehensive financial planning for individuals, foundations, pension and 401(k) plans, and corporations. The firm emphasizes direct selection of individual stocks and bonds, tailoring portfolios to client risk tolerance and cash-flow needs while balancing income-producing and growth-oriented holdings.

David Eustis Jr. is a financial advisor with Inscription Capital, LLC, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has worked at Inscription Capital since 2018 and at Inscription Family Office since 2019, with prior experience at UBS Financial Services. Outside of his advisory role, he is involved as an owner and director in non-investment businesses Moe Inc. and OEB Wealth Holdings Inc. Inscription Capital serves individual and institutional clients, including high net worth individuals, family offices, trusts, estates, and private foundations, managing approximately $1.56 billion in assets. The firm offers comprehensive financial planning and portfolio management with a committee-driven investment process focused on fundamental analysis and long-term diversified allocations across a range of asset types.

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 a Series 66 license. He has worked at Heritage Wealth Management since 2012 and previously spent two years with PNC Managed Account Solutions, Inc. in Houston, TX. Heritage Wealth Management serves individuals, high-net-worth clients, and trusts, providing financial planning, estate-planning facilitation, and investment advisory services. The firm constructs diversified portfolios using mutual funds, ETFs, and separately managed accounts with a focus on tax efficiency and conducts regular account reviews.

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 with Series 65 and Series 66 credentials and one year of industry experience. Prior to joining Checchi Capital Advisers in 2026, he held roles at PNC and Merrill. Checchi Capital Advisers provides discretionary portfolio management primarily for high-net-worth individuals and institutional clients, using quantitatively driven investment strategies that emphasize global diversification, tax optimization, and risk management. The firm also offers sub-advisory services and manages insurance-dedicated pooled funds.

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.

Diya Patel is a financial advisor at Goodman Financial Corporation in Houston, TX, holding a Series 65 designation. Patel has one year of industry experience, including prior work at Willis Johnson Wealth and roles at the University of Houston and the University of Texas at San Antonio. Goodman Financial provides discretionary investment management and targeted financial advisory services to individuals, trusts, estates, endowments, corporations, and pension plans. The firm manages approximately $915.9 million in assets, typically focusing on fundamental, bottom-up research and customized portfolios with an emphasis on tax efficiency and predictable income.