Luis Suarez Perez is a financial advisor at Finamex Asset Management, LLC in Houston, TX, holding Series 63 and Series 65 licenses with six years of industry experience. His career includes roles at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A., before joining Finamex. Finamex Asset Management provides portfolio management, financial planning, and consulting services primarily to high-net-worth individuals in Mexico, as well as institutional clients and businesses. The firm employs a combination of Modern Portfolio Theory, tactical asset allocation, and rule-driven strategies, managing a majority of assets on a non-discretionary basis with a distinctive affiliated broker-dealer execution structure.

Blake Nelson is a financial advisor at JCP Investment Management, LLC with three years of industry experience. He holds a Series 65 designation and has previously worked at Blue River Partners, LLC, Plains Capital Bank, Community Bank and Trust, and Baylor University. JCP Investment Management provides discretionary investment 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-term and short-term trading, hedging, and derivative instruments, and is notable for its role as adviser and affiliated general partner to private pooled funds with multi-series structures and performance-based compensation.

Savannah Krenek is a financial advisor at Post Oak Private Wealth Advisors in Houston, TX, holding a Series 65 designation with four years of industry experience. Her prior experience includes roles at AXA Advisors and Equitable Advisors, as well as a decade in full-time education. Post Oak Private Wealth Advisors serves individuals, including high-net-worth clients, and institutional clients by providing portfolio management, financial planning, and educational seminars. The firm employs a value- and risk-focused investment philosophy and utilizes a combination of in-house management and SEI-sponsored model programs, with a distinctive approach that includes the use of options and derivatives within separately managed accounts.

Mark McAdams is a financial advisor with ICON Wealth Partners in Houston, TX, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney, and has been associated with ICON Wealth Advisors and Purshe Kaplan Sterling Investments since 2017. ICON Wealth Advisors offers wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and ERISA plans. The firm’s investment approach is primarily long-term, combining fundamental and technical analysis with an emphasis on low-cost ETFs and customized allocations based on client goals and risk tolerance.

Santiago Padruno is a financial advisor with Alterna Wealth Management, Inc. in Houston, TX, holding a Series 66 designation and seven years of industry experience. He has previously worked at Bank of America and Merrill and was involved with the University of Missouri and Central Methodist University in earlier roles. He is the owner of a dormant salsa company named PicaRico. Alterna Wealth Management, Inc. provides investment advisory and portfolio management services to individuals, high-net-worth clients, trusts, estates, institutions, and charitable organizations, utilizing a disciplined global approach to asset allocation and diversification with a focus on model strategies and a combination of quantitative and technical analysis.

Arnoldo Porras is a financial advisor at Bulltick Wealth Management, LLC in Houston, TX, holding Series 63 and Series 66 credentials with 25 years of industry experience. His prior roles include positions at Intercam Advisor, Inc., IXE Securities, LLC, and Banorte Securities International. He is also affiliated with Bulltick Insurance Agency, where he serves as an insurance agent. Bulltick Wealth Management serves high-net-worth individuals, trusts, family offices, corporations, and private pooled investment vehicles, offering portfolio management, financial planning, and real estate advisory services. The firm employs a combined top-down and bottom-up investment approach and manages affiliated private funds with a focus on U.S. real estate investments.

Dallas Jones is a financial advisor with Branson Fowlkes & Co Inc in Houston, TX. He holds a Series 63 designation and has 37 years of industry experience, including over 30 years with Fidelity Brokerage Services, Inc. Additionally, he has served in the United States Army for more than 40 years. Branson, Fowlkes & Company provides investment advisory and financial planning services to individuals, families, trusts, estates, charitable organizations, and small- to medium-sized businesses, as well as pension and profit-sharing plans. The firm utilizes a multi-level diversification strategy called "D³ The Power of Diversification," combining asset-class allocation with investment style and manager diversification while incorporating fundamental and technical analysis.

Cole Wheeler is a financial advisor at Parkwoods Wealth Partners, LLC in Houston, TX. He holds the CFP® designation and Series 65 license and has seven years of industry experience. Prior to joining Parkwoods Wealth Partners in 2026, he worked at Linscomb and Williams Inc. from 2019 to 2026 and has additional experience at Texas A&M and Fluid Sealing Products. Parkwoods Wealth Partners serves individuals, qualified retirement plans, nonprofit organizations, foundations, and corporations with investment management, retirement plan consulting, and financial planning. The firm emphasizes a long-term investment approach based on Modern Portfolio Theory and efficient-market principles, using diversified allocations primarily through mutual funds, ETFs, and fixed-income ladders.

Palmer White is a CFP® and holds a Series 63 license with two years of industry experience. He currently works at Life Line Wealth Management LLC and previously held roles at Northwestern Mutual and Life Line Financial Group. Outside of finance, he has experience working in the nightclub industry. Life Line Wealth Management is a small advisory team managing approximately $557.6 million in assets. The firm serves individual clients, trusts, and small business entities, focusing on passive, asset-allocation strategies using mainly passively managed ETFs, with portfolios tailored to client risk profiles and investment constraints.

Benjamin Mccue is a CFA® charterholder with seven years of industry experience. He has worked at Goodman Financial Corporation since 2020 and previously was with MUFG Securities Americas Inc. from 2018 to 2020. Goodman Financial Corporation provides discretionary investment management and supplemental financial advisory services to individuals, trusts, endowments, corporations, and retirement plans. The firm employs a customized, risk-aware investment process combining fundamental research and macro analysis, generally implementing portfolios with individual equities and bonds rather than layered mutual funds.

Jon Moores III is a CFP® with 11 years of industry experience, currently serving at Ascension Capital Advisors, Inc. He has previously worked at Woodbury Financial Services, Ozanne Financial Services, Purshe Kaplan Sterling Investments, and Private Client Services. Ascension Capital Advisors serves individuals, retirement plans, charitable organizations, and small businesses with portfolio management, retirement plan consulting, financial planning, and private placement consulting. The firm offers tailored investment advice using various asset classes and third-party managers, and provides educational workshops and services including financial-wellness sessions.

Juan Valdivieso is a financial advisor with Banorte Asset Management, Inc., holding the ChFC® and Series 63 designations and possessing 28 years of industry experience. His career includes roles at Allstate Insurance Company and his own firm, Valdivieso Insurance & Financial Services. He is a managing member of JV & Sons Investors, LLC, a holding company established in 2021. Banorte Asset Management, Inc. serves individual and high-net-worth clients, including trusts, estates, charitable organizations, and business entities, with a client base largely concentrated in Latin America. The firm offers discretionary and non-discretionary portfolio management, employing customized portfolios with various model allocations and investment vehicles, and provides both traditional and digital advisory programs.

Donna Behler is a financial advisor with Post Oak Private Wealth Advisors in Houston, TX, holding a Series 63 designation and bringing 23 years of industry experience. She has worked as a sole proprietor from 1998 to 2019 and has been with Post Oak Private Wealth Advisors since 2013. Outside of advisory services, she is also involved in insurance sales and service. Post Oak Private Wealth Advisors serves individuals, including high-net-worth clients, as well as institutions, pension and profit-sharing plans, trusts, estates, and business entities. The firm provides discretionary and non-discretionary portfolio management, financial planning, and educational seminars, employing a value- and risk-focused investment philosophy with a distinctive use of options and other derivatives within separately managed accounts.

John Landers is a CFP® and PFS™ credentialed advisor with Branson, Fowlkes & Company, Inc. in Houston, TX. He has experience at BDO USA, LLP and Lanier Law Firm prior to joining Branson, Fowlkes & Company. Outside of his advisory role, he serves as co-trustee of a family trust and is managing member of investment entities including Texan Capital, LLC and Landers Local Honey, LLC. Branson, Fowlkes & Company provides investment advisory and financial planning services to individuals, families, trusts, estates, charitable organizations, pension and profit-sharing plans, and small- to medium-sized businesses. The firm employs a strategic asset allocation approach with multi-level diversification, managing assets primarily on a discretionary basis for about 188 clients.

Juan Carlos Barraza is a financial advisor at Banorte Asset Management, Inc. with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at various Banorte entities as well as PNC Investments and BBVA Securities. His career includes roles at Banorte Ventures Ltd. and Banorte Securities International, Ltd. Banorte Asset Management, Inc. serves individual and high-net-worth clients, particularly Mexican citizens, offering discretionary and non-discretionary portfolio management through tailored model allocations and a digital advisory platform. The firm’s offerings include individual securities, ETFs, mutual funds, structured notes, and private investments, with a focus on Latin American clientele.

Mark Mcmeans is a CFA® charterholder with 21 years of industry experience, currently serving at Brasada Capital Management, LP since 2008. He holds a Series 63 license and is based in Houston, TX. Brasada Capital Management, LP is an SEC-registered investment adviser managing a private pooled investment vehicle and providing discretionary portfolio management for separately managed accounts. The firm also offers sub-advisory services to other financial institutions and model portfolios to wrap-fee sponsors, employing a bottom-up, long/short equity investment approach that combines fundamental analysis with quantitative screening and sector research.

Antonio Mariscal Romero is a financial advisor with Monex Asset Management, Inc. based in Houston, TX, holding Series 63 and Series 65 registrations and having 10 years of industry experience. He has worked at Monex Securities, Inc. since 2018 and Monex Asset Management, Inc. since 2017, with prior roles at Alpha Cubed Investments, LLC and Kanos Capital Management, LLC. He serves as a board member for Finzas Atlas, an insurance company, and Grupo Chantilly, a food and bakery products company, both based in Mexico. Monex Asset Management provides portfolio management and investment consulting services to individuals, corporations, trusts, estates, and charitable organizations. The firm employs a variety of investment strategies including fundamental and technical analysis, and utilizes sub-advisory relationships and technology platforms to support client portfolios.

Adam Gracely is a financial advisor at E & G Advisors, LLC in Houston, TX, holding a Series 65 designation with 20 years of industry experience. He has been with related entities of E & G Advisors since 2007. E & G Advisors provides discretionary portfolio management to individuals, high-net-worth clients, and various types of trusts and organizations, managing approximately $707 million in assets. The firm combines Modern Portfolio Theory with macroeconomic and fundamental analysis to create diversified investment allocations, typically managing accounts on a discretionary basis.

Cameron Cooper is a financial advisor at TIP Group LLC in Houston, TX, holding a Series 65 designation with two years of industry experience. He previously worked at The Fitzpatrick Group and has background experience in golf club operations. TIP Group LLC provides portfolio management and financial planning services to individuals, high-net-worth clients, and business entities, using a blend of fundamental analysis, modern portfolio theory, and technical analysis to guide investment decisions.

Jeffrey Farley is a CFP® with 41 years of experience in the financial services industry. He currently serves at Ascension Capital Advisors, Inc. and previously worked at Purshe Kaplan Sterling Investments, Cambridge Investment Research Advisors, and Sanders Morris LLC. Ascension Capital Advisors serves individuals, retirement plans, charitable organizations, and small businesses, offering portfolio management, retirement plan consulting, financial planning, and private placement consulting for accredited and qualified investors. The firm provides tailored investment advice and educational workshops, utilizing a range of investment products including fixed income securities, mutual funds, ETFs, and private placements.