Paul Love is a financial advisor with Saxon Financial Group in Houston, TX, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 41 years of industry experience, including prior roles at Raymond James Financial and Asset Allocation Services, LLC. Since 2021, he has also been affiliated with Saxon Interests, Inc. Saxon Financial Group serves individual and high-net-worth clients, trusts, estates, businesses, and retirement plans, offering investment management, financial planning, and retirement-plan advisory services. The firm constructs model-based and customized portfolios with a long-term focus, using a variety of investment vehicles and fundamental and cyclical analysis.

Frank Sarubbi is a financial advisor with Sovereign Wealth Advisors LLC in Houston, TX, holding a Series 66 designation and bringing 26 years of industry experience. His career includes roles at LPL Financial, First MidAmerica Investment Corporation, Morgan Stanley DW Inc., and Merrill. He has been with Sovereign Wealth Advisors since 2015. Sovereign Wealth Advisors LLC provides investment advisory and financial planning services to individuals, trusts, retirement plans, and other entities, managing portfolios that include ETFs, mutual funds, equities, and fixed-income securities. The firm employs multiple analytical methods and offers services through both direct management and sponsored programs, with account reviews conducted at least quarterly.

Alan Birsinger is a financial advisor with Wealth Management Group, Inc. in Houston, TX, holding Series 63 and Series 65 licenses with four years of industry experience. His prior work includes roles at Park Avenue Securities and Guardian Life Insurance Company, as well as over two decades at Invesco. Outside of advisory work, he serves as executor for family trusts and estates and works as an independent agent for life and health insurance sales. Wealth Management Group, Inc. provides advisory services to individuals, including high net worth clients, and institutional clients such as pension plans and charities. The firm offers financial planning, discretionary investment management, retirement plan consulting, and investment research, employing multiple investment strategies and a diverse range of investment vehicles.

Rachel Mc Coll is a financial advisor at ICON Wealth Partners with five years of industry experience. She holds the Series 65 and Series 63 licenses and previously worked at MFS Fund Distributors, Inc. and MFS Investment Firm. 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 that combines fundamental and technical analysis, utilizing low-cost ETFs and customized allocations tailored to each client’s goals and risk tolerance.

Mark Radulovich is a financial advisor with Prota Financial, holding a Series 66 designation and 12 years of industry experience. He has been with Prota Financial since 2016. Outside of his advisory role, he is a co-founder of Capital 148, a software company. Prota Financial provides discretionary investment management and financial planning to individuals, high-net-worth clients, and small businesses. The firm employs model-based portfolio management, including conventional and Sharia-compliant options, and uses fundamental analysis alongside Modern Portfolio Theory.

Grant Williams is a CFP® professional with nine years of experience in the financial industry. He has worked at Precedent Wealth Partners since 2023 and previously spent five years at Linscomb & Williams Inc. Prior to his financial advisory career, he worked at Wilco Staffing. 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 and offers client education programs and held-away plan management.

Jennifer Barron is a financial advisor at Adell, Harriman & Carpenter with 30 years of industry experience. She holds the Series 63 and Series 66 licenses. Her prior roles include positions at Eaton Vance Management and American Century Investment Services. Adell, Harriman & Carpenter provides customized investment management and financial planning primarily to high-net-worth individuals and related entities, utilizing a discretionary approach with investments in individual equities, investment-grade bonds, and ETFs. The firm’s internal Investment Committee conducts fundamental analysis and maintains an approved buy list, focusing on multi-year investment horizons and accommodating client-imposed restrictions.

Russell Gebhard is a financial advisor with Sovereign Wealth Advisors LLC in Houston, TX, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Sovereign Wealth Advisors since 2015 and has also worked with LPL Financial since 2005. Sovereign Wealth Advisors serves individuals, trusts, retirement plans, and corporate clients, offering portfolio management, financial planning, retirement-plan consulting, and educational seminars. The firm employs a range of investment strategies and utilizes both proprietary and third-party manager programs to meet client needs.

Kimson Cao is a Certified Financial Planner (CFP®) with 22 years of industry experience. He has worked at Edward Jones for 14 years and J. W. Cole Advisors, Inc. for three years. He is currently with SB Advisory, LLC in Houston, TX. SB Advisory, LLC is an SEC-registered multi-team advisory firm serving individuals, businesses, and retirement plans. The firm emphasizes non-discretionary advice and employs a combination of fundamental, technical, and qualitative analysis to tailor client portfolios.

Jose Balcazar is a financial advisor with Monex Asset Management, Inc. in Houston, Texas, holding Series 63 and Series 66 credentials and 19 years of industry experience. He has been with Monex Asset Management since 2008 and has concurrently worked with Monex Securities since 2007. Monex Asset Management serves individuals, including high-net-worth clients, as well as corporations, trusts, estates, and charitable organizations by providing discretionary and non-discretionary portfolio management and investment consulting. The firm employs a range of investment strategies that include charting, fundamental and technical analysis, option writing, and short-term trading, often using discretionary authority and technology-assisted portfolio recommendations.

Tomiko Arthur is a financial advisor with Sovereign Wealth Advisors LLC in Houston, TX, holding a Series 65 designation and seven years of industry experience. Prior to joining Sovereign Wealth Advisors, she worked at Americana Partners, Mariner Wealth Advisors, Robert W. Baird & Co. Incorporated, Mercer Global Advisors, and Kanaly Trust. Sovereign Wealth Advisors LLC offers investment advisory and financial planning services to individuals, trusts, retirement plans, and other entities, managing portfolios that include ETFs, mutual funds, equities, and fixed-income securities using a range of analytical methods and quarterly reviews. The firm provides both discretionary and non-discretionary services and access to multiple sponsored programs and third-party managers.

Pedro Gonzalez is a financial advisor at GBM Wealth Management, Inc. in Houston, TX, holding Series 63 and Series 65 designations with three years of industry experience. His prior work includes roles at GBM International, Inc. and Mediterranean International Group, Ltd., as well as involvement with the University of Houston. GBM Wealth Management provides customized investment advisory and portfolio management services to individuals, high-net-worth clients, trusts, corporations, and select institutional clients. The firm employs fundamental analysis to construct portfolios across a range of strategies and serves both U.S. and non-U.S. clients, offering discretionary and non-discretionary account management.

Adrian Gonzalez Villarreal is a financial advisor with Alterna Wealth Management, Inc. in Houston, TX, holding a Series 66 designation and 14 years of industry experience. His prior work experience includes roles at Actinver Securities, Actinver Wealth, EFM Capital, and Morgan Stanley. Outside of advising, he has been involved as a business consultant for a skin care distribution company that is in the process of closing. 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, utilizing quantitative analysis, technical charting, and an in-house trading desk to support various investment styles.

Dallas Trahern is an advisor with Precedent Wealth Partners, LLC and has no prior industry experience. He has worked at Teleios Builders LLC since 2024 and was previously employed at Entrusted from 2009 to 2024. Outside of financial advising, he is involved in contracting businesses, including ownership of Teleios Builders and a forthcoming ownership role at Axio Contracting. Precedent Wealth Partners, LLC, formed in 2023, manages approximately half a billion dollars for about 165 clients through a four-advisor team. The firm serves individuals, trusts, estates, corporations, and retirement plans, employing a committee-driven investment process that combines asset allocation, active and passive management, and third-party managers accessed via a TAMP.

Conor Peterson is a financial advisor at Alterna Wealth Management, Inc. in Houston, TX, with nine years of industry experience. He previously worked at Raymond James & Associates for eight years and has experience outside the financial sector from a year at Steamboat Springs Resort. Peterson holds the Series 66 designation. 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 dynamic models and a combination of quantitative analysis, technical methods, and an in-house trading desk.

Gary Pankratz is a financial advisor with The Clarus Group in Houston, TX, holding a Series 63 designation and 39 years of industry experience. He has worked at The Clarus Group since 2020 and previously spent 19 years at Raymond James Financial and Raymond James Financial Services. The Clarus Group provides wealth management and discretionary investment management to individuals, trusts, estates, businesses, and retirement plans. The firm employs customized investment models focusing on objectives such as absolute return, capital preservation, income generation, and tax minimization, using ETFs, mutual funds, individual securities, and alternatives.

Kevin Nelson is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Financial Synergies Wealth Advisors, Inc. since 2017. Prior to this, he worked at Heritage Wealth Management for 10 years. He serves on the board of Be a Champion Inc, a nonprofit organization. Financial Synergies serves individuals, retirement plans, trusts, estates, charitable organizations, and corporate clients, offering investment management, financial planning, and held-away account advisory services. The firm employs diversified, allocation-driven portfolios and supports managed-account solutions, leveraging third-party platforms and sub-advisors to tailor client portfolios.

Santiago Fernandez Ramos is a financial advisor with Finamex Asset Management, LLC, holding Series 63 and Series 65 licenses and 22 years of industry experience. His prior roles include positions at Natixis in both New York and London, BBVA Securities, and Tradition North America. Finamex Asset Management provides portfolio management, financial planning, and consulting services primarily to high-net-worth individuals in Mexico, as well as institutional clients such as pension fund managers and businesses. The firm employs a combination of Modern Portfolio Theory and tactically managed, rule-driven strategies, with an emphasis on active fixed-income and sector supervision, managing a majority of assets on a non-discretionary basis.

Elizabeth Morrison is a financial advisor at Saxon Financial Group in Houston, TX, with 12 years of industry experience. She holds a Series 66 designation and has worked at firms including Raymond James Financial Services and Asset Allocation Services, LLC. Saxon Financial Group serves individual and high-net-worth clients, trusts, estates, businesses, and retirement plans, offering investment management, financial planning, and retirement-plan advisory services. The firm uses model-based and customized portfolios with a primarily long-term investment orientation, employing fundamental and cyclical analysis.

Ross Wegner is a financial professional with six years of industry experience, currently practicing with Lifestyle Wealth. He holds Series 63 and Series 65 licenses and has previously worked with firms including Cetera Advisors, Lifestyle Financial Advisors, First Allied Securities, and AIG. Wegner also serves as an administrative assistant at Lifestyle Asset Management Inc. Lifestyle Wealth serves a diverse client base including individuals, high-net-worth clients, retirement plans, trusts, and corporations. The firm offers discretionary and non-discretionary portfolio management, financial planning, pension consulting, and sub-advisory services, employing a range of investment strategies that incorporate fundamental, technical, and cyclical analysis.