Brooks McGee is a financial advisor with ICON Wealth Partners in Houston, TX, holding a Series 66 designation and 14 years of industry experience. He has previously worked with Avalon Wealth Management and Purshe Kaplan Sterling Investments. Outside of advisory work, McGee serves on the boards of Spring Spirit Baseball, a youth sports and mentoring organization, and Baylor College of Medicine. 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 combining fundamental and technical analysis, emphasizing low-cost ETFs and customized client portfolios.

James Birdsall is a financial advisor at Brasada Capital Management, LP with 17 years of industry experience. He holds a Series 65 designation and has been with Brasada since 2008. Brasada Capital Management is an SEC-registered investment adviser that manages a private pooled investment vehicle and provides discretionary portfolio management for separately managed accounts. The firm also offers sub-advisory services to other financial institutions and unaffiliated advisers, using a bottom-up, long/short equity investment approach supported by fundamental analysis and quantitative research.

Rosa Flores Aranda is a financial advisor with GBM Wealth Management, Inc. in Houston, TX, holding Series 65 and Series 63 licenses and three years of industry experience. She previously worked at Grupo Financiero Banorte and Intercam Casa De Bolsa. GBM Wealth Management provides investment advisory and portfolio management services to a diverse client base, including individuals, trusts, corporations, and institutional clients. The firm offers customized portfolios using various strategies ranging from conservative to aggressive and serves both U.S. and non-U.S. residents through discretionary and non-discretionary accounts.

Zachary Welborn is a financial advisor at Manske Wealth Management, LLC in Houston, TX, holding a Series 65 designation with eight years of industry experience. He has been with Manske Wealth Management since 2014. Manske Wealth Management provides financial planning, consulting, and discretionary investment management services to individuals, trusts, estates, corporations, and business entities. The firm uses a goal-based approach to portfolio construction, incorporating fundamental, technical, and cyclical analysis, and manages approximately $608 million in client assets across a seven-advisor team.

Emily Walls is a Certified Financial Planner® with seven years of industry experience. She is currently with Ascension Capital Advisors, Inc., where she has worked for six years. Prior to that, she held positions at Purshe Kaplan Sterling Investments, UBS Financial Services, and For Friends and Family, LLC. Outside of her advisory role, she was involved with HomePlate Peanut Butter, indicating experience in entrepreneurial ventures. 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 advice based on client risk tolerance and objectives, employs third-party money managers, maintains defensive cash positions as needed, and offers educational workshops and services, including financial-wellness sessions and private placement consulting for qualified investors.

Mayra Rodriguez is a financial advisor at GBM Wealth Management, Inc. in Houston, TX, holding a Series 66 designation with four years of industry experience. She previously worked at Monex Asset Management, Inc. and Monex Securities, Inc. for three years and has additional experience running a home organization business. GBM Wealth Management provides investment advisory and portfolio management services to individuals, high-net-worth clients, trusts, corporations, investment companies, and select institutional clients. The firm offers customized portfolios using fundamental analysis and a range of investment strategies, serving both U.S. and non-U.S. clients with discretionary and non-discretionary accounts.

David Stuyck is a financial advisor at Tanglewood Legacy Advisors, LLC with 25 years of industry experience. He holds a Series 66 designation and has been with Tanglewood Legacy Advisors since 2011, previously working at LPL Financial from 2011 to 2019. Tanglewood Legacy Advisors serves individuals, including high-net-worth clients, as well as business entities, trusts, estates, and charitable organizations. The firm provides discretionary and non-discretionary portfolio management along with financial planning and consulting, using customized asset-allocation frameworks and a combination of actively managed funds, ETFs, and select alternative investments.

Stephen Hall is a financial advisor with Sovereign Wealth Advisors LLC in Houston, TX, holding a Series 63 designation and bringing 33 years of industry experience. He previously worked at LPL Financial and Cetera, with a long tenure at Cetera Advisor Networks LLC. Outside of his advisory role, he is involved with Huckleberry Ventures, LLC, a business entity for tax and investment purposes. Sovereign Wealth Advisors LLC serves individuals, trusts, retirement plans, and corporate clients, offering portfolio management, financial planning, retirement-plan consulting, and educational seminars. The firm uses a combination of fundamental and technical analysis, provides discretionary portfolio management, and utilizes various third-party advisory platforms and model portfolios.

Larry Bell is a CFP® professional with 22 years of industry experience, currently serving at Trinity Legacy Partners, LLC since 2014. He is the managing member of Lifetree Financial, LLC, a company focused on publishing educational materials on financial stewardship, where he engages in writing, publishing, consulting, and public speaking. Additionally, he holds a volunteer board position with Clear Creek Counseling, a nonprofit organization. Trinity Legacy Partners is a fee-only, SEC-registered investment adviser that offers discretionary portfolio management, financial planning, and investment consulting to individuals, trusts, estates, corporations, and charitable organizations. The firm manages diverse securities and sponsors a private pooled investment vehicle employing an options-based strategy for accredited clients.

David Spann is a CFP® professional with 15 years of experience in financial advising, currently serving at Sovereign Wealth Advisors LLC since 2015. He also maintains a role with LPL Financial, where he has worked since 2010. Spann holds a Series 66 license and is involved in providing non-variable insurance products, including life, disability, and fixed annuities. Sovereign Wealth Advisors LLC 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 with various investment strategies and offers access to sponsored advisory programs and third-party manager platforms.

James Leopold II is a financial advisor at Arkos Global Advisors, LLC in Houston, TX, holding Series 63 and Series 65 licenses with 10 years of industry experience. He previously worked at The Prudential Insurance Company of America and Pruco Securities, LLC from 2016 to 2021. Arkos Global Advisors provides financial planning, consulting, and wealth management services to individuals, trusts, estates, charitable organizations, and business entities. The firm uses a combination of fundamental, technical, and cyclical analysis alongside both in-house and third-party research to build diversified, goal-oriented portfolios for retail and high-net-worth clients.

David Belding is a financial advisor at Ascension Capital Advisors, Inc. in Houston, TX, holding a Series 65 designation and bringing 23 years of industry experience. He previously worked at SAGE HARBOR ADVISORS, INC. (formerly Belding Financial Resources, Inc.) for over two decades before joining Ascension Capital Advisors in 2016. Ascension Capital Advisors provides portfolio management, retirement plan consulting, financial planning, and private placement consulting to individuals, retirement plans, charitable organizations, and small businesses. The firm customizes investment strategies based on client risk tolerance and objectives, employs third-party and separate account managers, and offers educational programs including workshops and financial wellness sessions.

Diane Bambace is a financial advisor at Manske Wealth Management, LLC with six years of industry experience. She holds a Series 65 designation and previously worked at Invesco for four years and Lululemon for five years. Manske Wealth Management provides financial planning, consulting, and discretionary investment management to individuals, trusts, estates, corporations, and business entities. The firm uses a goal-based approach to asset allocation, incorporating fundamental, technical, and cyclical analysis, and manages approximately $608 million in client assets across a seven-advisor team.

William Monroe Jr. is a financial advisor at Callahan Advisors, LLC with seven years of industry experience. He holds a Series 65 designation and previously worked at Monroe Capital Management LLC and Bayou City Capital, LLC. Callahan Advisors, LLC provides discretionary investment management primarily to individuals, including high-net-worth clients, as well as charitable organizations, foundations, trusts, estates, and retirement accounts. The firm emphasizes U.S.-listed equity securities complemented by corporate and government debt, ETFs, and money market funds, with portfolio decisions guided by client risk tolerance and long-term objectives.

Francisco Salaverry is a financial advisor at Tanglewood Legacy Advisors, LLC in Houston, TX, holding Series 65 and Series 66 licenses with four years of industry experience. His work history includes roles at AT&T, Fisher Investments, Carbonifera San Benito, Wells Fargo Advisor, and Morgan Stanley. Tanglewood Legacy Advisors serves individuals, high-net-worth clients, and various entities offering portfolio management and financial planning services. The firm manages approximately $809 million in assets with a small team, using customized portfolios primarily invested in actively managed mutual funds and ETFs, along with interval funds and structured notes under a formal AI policy.

Guillermo Pena Facio is a financial advisor at Banorte Asset Management, Inc. with three years of industry experience. He holds a Series 66 designation and has been with Banorte and its affiliated entities since 2023. Prior to his current role, he worked at Tecnologico de Monterrey for seven years and has experience with ventures such as Velez Coaching and TuHabi Mexico. Banorte Asset Management, Inc. serves individual and high-net-worth clients, including trusts and charitable organizations, primarily in Latin America with a focus on Mexican citizens. The firm offers discretionary and non-discretionary portfolio management through traditional and digital programs, using customized portfolios that include a range of assets from fixed income to equities.

Kaitlin Yardley is a CFP® professional with 14 years of experience, currently serving as part of the team at Schaeffer Financial LLC in Houston, TX. She has been with Schaeffer Financial since 2014. Schaeffer Financial serves individuals and families, with a particular focus on federal government employees and foreign nationals holding G-IV visas. The firm provides financial planning, portfolio management, and access to independent third-party portfolio managers, using a process that begins with goal-setting and risk assessment and emphasizes diversified asset allocation and risk management.

Edmund Borgmeier is a financial advisor with Post Oak Private Wealth Advisors in Houston, TX, holding a Series 66 designation and 24 years of industry experience. His prior experience includes a decade at Wells Fargo Clearing and operating as a sole proprietor for 17 years. Outside of his advisory role, he has ownership in a non-investment related business, Belogden Holdings, LLC. Post Oak Private Wealth Advisors serves individuals, including high-net-worth clients, as well as institutions, pension plans, trusts, and business entities. The firm provides portfolio management, financial planning, and educational seminars, employing a value- and risk-focused investment approach with a distinctive use of options and derivative instruments within separately managed accounts.

Richard La Font is a Series 65 licensed advisor at Endeavor Advisors, LLC with one year of industry experience. He previously worked at Northern Trust Company for three years and Sentinel Trust Company LBA for four years. Prior to that, he spent ten years at Chiara LaFont & Peden, PLLC. Endeavor Advisors, LLC is a registered investment adviser serving individuals, high net worth families, trusts, estates, businesses, and retirement plans. The firm offers discretionary investment management, family office services, financial planning, and consulting, managing approximately $559.5 million in discretionary assets for about 175 clients.

Taylor Wickman is a financial advisor at Prota Financial in Houston, TX, holding a Series 65 designation with three years of industry experience. Prior to his advisory role, he has worked at JAG Aviation, Inc., a family business, for over a decade. Prota Financial offers discretionary investment management and financial planning services to individuals, high-net-worth clients, and small businesses. The firm employs model-based portfolio management, including Sharia-compliant options, and manages $270 million in regulatory assets.