David Huddleston is a financial advisor at Early McClintic & McMillan, LLC with six years of industry experience. He holds a Series 65 designation and previously worked at CBRE Group, Inc. and Hess Corporation. Huddleston is also licensed to sell insurance through unaffiliated companies, receiving commission-based compensation for these activities. Early McClintic & McMillan provides financial planning, portfolio management, pension consulting, and third-party manager selection services to individuals, families, retirement plan sponsors, and foundation trustees. The firm combines quantitative and qualitative analysis with strategic asset allocation and offers wrap-fee separately managed accounts through the Raymond James platform.

Robine Van Doorn is a Series 65 licensed advisor at Financial Synergies in Houston, TX, with one year of industry experience. Prior to joining Financial Synergies Wealth Advisors, Inc., Robine was a student for ten years. Financial Synergies serves individuals, retirement plans, trusts, estates, charitable organizations, and businesses, offering investment management, financial planning, and advisory services. The firm uses a diversified asset-allocation approach with a focus on no-load mutual funds and ETFs and employs strategies including long-term holdings and tactical adjustments.

Hooman Amiralai is a financial advisor at Brasada Capital Management, LP in Houston, TX, holding a Series 65 designation with 13 years of industry experience. He is part of an eight-advisor team at the firm. Brasada Capital Management provides discretionary portfolio management through a private pooled long/short equity fund, sub-advisory services to unaffiliated advisors, and separately managed accounts for individuals, retirement plans, trusts, and institutions. The firm serves a range of clients including individual, high-net-worth, and institutional investors, and employs a bottom-up, fundamentals-driven investment approach utilizing long and short equity positions along with derivatives and hedging strategies.

Austin Bertrand is a financial advisor at Precedent Wealth Partners, LLC in Houston, TX, holding Series 65 and Series 63 licenses. He has one year of experience in advisory services, joining Precedent Wealth Partners in 2026 after roles at Hotchkiss Insurance and Olympus Corporation of the Americas. Precedent Wealth Partners provides portfolio management, financial and wealth planning, and retirement plan consulting to individuals, high-net-worth clients, trusts, and employer-sponsored plans. The firm combines active and passive management with multiple analysis methods, offers ESG screening upon request, and emphasizes client education through seminars and workshops.

Timothy Lucio is a financial advisor with Saxon Financial Group in Houston, TX, holding Series 63 and Series 65 designations and eight years of industry experience. His prior roles include positions at Raymond James Financial Services Advisors and AXA Advisors. He is also involved with Saxon Interests, Inc., where he contributes to financial planning, investments, trading, and operations support. Saxon Financial Group serves individual and high-net-worth clients, trusts, estates, businesses, and retirement plans, offering investment management and financial planning services. The firm constructs model-based and customized portfolios focused on a long-term orientation, employing fundamental and cyclical analysis.

Adrienne Fox is a financial advisor at Precedent Wealth Partners, LLC with two years of industry experience. Prior to joining the firm, she worked for eleven years at The Shlenker School. Precedent Wealth Partners, LLC is a registered investment adviser managing approximately half a billion dollars for around 165 clients through a four-advisor team. The firm serves individuals, trusts, estates, corporations, and retirement plans, providing portfolio management, financial planning, and retirement plan consulting with a committee-driven investment process that combines asset allocation, active and passive management, and third-party managers.

Derrick Dees is a financial advisor with The Clarus Group in Houston, TX, holding Series 63 and Series 66 credentials and over 21 years of industry experience. Prior to joining The Clarus Group in 2023, he spent 11 years with Raymond James Financial Services Advisors Inc. Outside of his advisory work, he co-owns Rocking 6 Construction LLC and Rocking 6 Cattle Company, engaging in house remodeling and cattle ranching. The Clarus Group offers wealth management and discretionary investment management to individuals, trusts, estates, businesses, and retirement plans. The firm employs customized investment models primarily utilizing ETFs and mutual funds, and provides both portfolio management and financial planning services with a combination of internal discretion and outsourced Chief Investment Officer support.

Colin Monteith is a financial advisor at Altruist Advisors LLC with three years of industry experience and holds a Series 66 credential. His prior roles include positions at Ameriprise and Morgan Stanley. Outside of advising, he assists with bookkeeping and payroll management for his family ranch’s cattle and hunting business in Texas. Altruist Advisors serves individual investors, trusts, and estates by providing discretionary portfolio management and financial planning through a team of six affiliated advisers. The firm utilizes a blend of fundamental, technical, and quantitative analysis alongside model-based portfolios accessed via its proprietary technology platform.

Mohamed Eldawy is a financial advisor at Vestech Asset Management Inc. in Houston, TX, with 11 years of industry experience. He holds the Series 66 designation and has worked at firms including Morgan Stanley and Mass Mutual Investors Services. Outside of his advisory role, Eldawy is involved in several consulting and entrepreneurial ventures, including software development companies, mobile application projects, and insurance agencies. Vestech Asset Management provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, and corporations. The firm utilizes a combination of fundamental, technical, and cyclical analysis to assign clients to targeted asset-allocation model portfolios, and it employs a range of investment strategies including derivatives and third-party sub-management.

Jacob Lewis is a financial advisor at Endeavor Advisors, LLC in Houston, TX, with seven years of industry experience. He holds the CFP® and ChFC® designations and has worked at Northern Trust for 17 years prior to joining Endeavor Advisors. Endeavor Advisors serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans with discretionary investment management, family office and wealth management, and standalone financial planning. The firm uses long-term investment strategies combining fundamental and technical analysis and offers a family office–style service model.

Christiaan Graf is a financial advisor at KDK Private Wealth Management with 11 years of industry experience. He holds the Series 63, Series 66, and Series 65 designations. Prior to joining KDK in 2021, he worked at Mercer Global Advisors Inc., Kanaly Trust Services, AllianceBernstein L.P., and Sanford C. Bernstein & Co., LLC. KDK Private Wealth Management serves individuals, trusts, estates, charitable organizations, and business entities by providing comprehensive wealth management that integrates investment management, financial planning, and consulting. The firm utilizes a customized, asset-allocation approach based on Modern Portfolio Theory and various analytical methods, managing primarily discretionary portfolios with a typical minimum of $5 million.

Melody Laser is a CFP® with one year of industry experience, currently serving at Financial Synergies in Houston, TX. Before joining Financial Synergies Wealth Advisors, she worked at Willis Johnson & Associates and held roles at the University of Houston and Lone Star College. Financial Synergies serves individuals, retirement plans, trusts, estates, charitable organizations, and businesses, providing investment management and financial planning with a diversified asset-allocation approach that includes mutual funds, ETFs, equities, bonds, structured products, and digital assets. The firm is noted for offering performance-based fee arrangements to eligible clients and maintaining documented policies to manage conflicts.

Clifton Moran is a financial advisor at Portfolio Advisory Council, L.L.C. in Houston, TX, holding Series 65 and Series 66 licenses with six years of industry experience. His prior roles include positions at RBC Wealth Management, U.S. Capital Advisors LLC, Kestra Financial, and Fidelity Investments. Portfolio Advisory Council serves individual investors, corporations, pension and profit-sharing plans, and charitable institutions by providing financial planning, retirement-plan consulting, and investment management. The firm employs a growth-and-income investment approach, using fundamental, technical, and cyclical analysis to create individualized portfolios managed primarily on a discretionary basis.

Troy Sharpe is a CFP® with 11 years of industry experience and is affiliated with Oak Harvest Investment Services in Houston, TX. He has held leadership roles at several related entities, including Oak Harvest Financial Group and Oak Harvest Insurance Services, where he serves as president. Sharpe also manages his own consulting firm, Troy Sharpe Consulting, LLC. Oak Harvest Investment Services is a team advisory firm serving individuals, families, high-net-worth clients, and retirement plan sponsors. The firm provides portfolio management, financial planning, and consulting services, managing accounts on a discretionary basis using a combination of fundamental, technical, and value/cyclical analysis.

Oscar Castro is a financial advisor at Saxon Financial Group in Houston, TX, holding a Series 65 designation with two years of industry experience. He has been with Saxon Financial Group since 2022. Saxon Financial Group manages approximately $616 million in client assets through a 12-advisor team, serving individuals, trusts, estates, businesses, and retirement plans. The firm offers investment management, financial planning, and retirement-plan advisory services, utilizing model portfolios with a long-term orientation and a research process based on fundamental and cyclical analysis.

Christopher Myrick is a financial advisor with Oak Harvest Investment Services in Houston, TX. He holds the Series 65 designation and has nine years of industry experience, including more than a decade with Oak Harvest-related firms. Oak Harvest Investment Services serves 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, integrating financial planning and risk profiling with a mix of analytical approaches across various asset classes.

Nicholas Renfro is a CFP® and holds a Series 66 license with two years of industry experience. He is currently an advisor at MDT Financial Advisors, LLC and previously worked at Wells Fargo Advisors for five years. Outside of financial advising, he has experience working at the University of Houston and Main St Bistro. MDT Financial Advisors is a registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm offers wealth and investment management, financial planning, consulting, and fiduciary and non-fiduciary services, employing a combination of active and passive strategies tailored to client objectives.

James Mc Farland is a Series 65-registered financial advisor at Oak Harvest Investment Services in Houston, TX, with nine years of industry experience. He has been with Oak Harvest Financial Group and Oak Harvest Investment Services since 2016 and previously worked at Morgan Stanley. Oak Harvest Investment Services is a team advisory firm serving individuals, families, high-net-worth clients, and retirement plan sponsors. The firm provides portfolio management, financial planning, consulting, and plan-sponsor services, managing accounts on a discretionary basis and integrating financial planning with risk profiling and portfolio monitoring across various asset classes.

Nathan Burleson is a CFP® professional with Series 63 registration, currently serving at Heritage Wealth Management in Houston, TX. He has three years of experience in the financial industry, including prior roles at PFS Investments Inc. and the University of Houston. Outside of finance, he has worked in varied fields such as youth sports and small business operations. Heritage Wealth Management serves individuals, high-net-worth clients, and trusts by providing financial planning, estate-planning facilitation, and investment advisory services. The firm constructs diversified portfolios using mutual funds, ETFs, and separately managed accounts for tax efficiency, and sponsors a wrap fee program to support client needs.

Robert Lee is a financial advisor with Sovereign Wealth Advisors LLC in Houston, TX, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. His prior roles include positions at LPL Financial, Merrill, J.P. Morgan Securities Inc., and Banc One Securities Corporation. He also serves as an adjunct professor at Houston Community College. Sovereign Wealth Advisors LLC provides investment advisory and financial planning services to individuals, trusts, retirement plans, and other entities, managing portfolios that may include ETFs, mutual funds, individual equities, and fixed-income securities. The firm employs a mix of analytical methods and offers services through both direct management and multiple sponsored programs.