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.

Rogelio Ostos Ruiz is a financial advisor with Alterna Wealth Management, Inc. He holds a Series 65 designation and has been active in the industry since 2026. Prior to joining Alterna Wealth, he worked at Actinver Wealth Management, Inc. and Grupo Fincanciero Actinver Casa de Bolsa SA de CV. Alterna Wealth Management provides investment advisory and portfolio management services to individuals, high-net-worth clients, trusts, estates, institutions, and charitable organizations. The firm employs a disciplined, global approach to asset allocation and diversification, utilizing quantitative analysis, technical methods, and an in-house trading desk in its investment process.

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.

Victor Morales Blandon is a Series 65-licensed advisor with RWM Capital, LLC, holding one year of industry experience. His prior roles include positions at Northwestern Mutual and several automotive-related companies. He also provides insurance planning services as an independent insurance agent. RWM Capital, LLC (Roberts Wealth Management) serves individual and high-net-worth clients, offering comprehensive financial planning and discretionary investment management. The firm uses tailored asset allocations with model portfolios and third-party advisers, supported by algorithmic tools and a multi-office structure managing approximately $222 million in assets.

Marcus Berry is a financial advisor at Adell Harriman & Carpenter with nine years of industry experience. He holds a Series 65 designation and has worked at Adell Harriman & Carpenter since 2017. Outside of finance, he founded and leads a music education and performance business. Adell Harriman & Carpenter provides customized investment management and financial planning primarily to high-net-worth individuals and related entities, focusing on discretionary management with investments in individual equities, bonds, and ETFs. The firm emphasizes multi-year investment horizons and accommodates client-specific restrictions.

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 an investment advisor representative with ICON Wealth Partners, holding a Series 66 designation and six years of industry experience. He has worked with ICON Wealth Advisors, Purshe Kaplan Sterling Investments, and ICON Wealth Partners since 2020. Taylor is dually registered with ICON Wealth Partners, LLC and Purshe Kaplan Sterling Investments, Inc. 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’s investment approach combines fundamental and technical analysis with an emphasis on low-cost ETFs, offering customized portfolio allocations based on client goals and risk tolerance.

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.