David Doll is a Series 65-credentialed financial advisor at Sequent Asset Management, LLC, with 18 years of industry experience. He has been associated with Sequent since 2008 and also serves as owner and director of Le Jones, a valve seat manufacturing firm in Michigan. Doll is owner of Madsen Waters, LLC, a personal family investment entity in Texas. Sequent Asset Management serves high-net-worth families, business owners, executives, retirees, trusts, estates, charitable organizations, and corporate entities. The firm offers multi-family office wealth management and discretionary investment management through a committee-driven process, combining security analysis and investment environment assessment to create customized allocation strategies and financial plans across various client needs.

Darrell Brooks is a financial advisor at Saxon Financial Group in Houston, TX, with 37 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Raymond James Financial Services from 2009 to 2021. Outside of his advisory work, he is the owner and branch manager of Riverway Financial Group LLC, a support company based in Houston. Saxon Financial Group manages approximately $616 million in client assets through a team of 12 advisors, serving individuals, trusts, estates, businesses, and retirement plans. The firm offers investment management, financial planning, and retirement-plan advisory services using a range of investment vehicles and a research process based on fundamental and cyclical analysis.

Nicholas Casatelli is a financial advisor at Woodstock Wealth Management, Inc. in Houston, TX, with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at AWM Financial Services Inc. and AXA Advisors LLC. He also offers non-securities insurance as a sole proprietor. Woodstock Wealth Management provides discretionary portfolio management, financial planning, and access to third-party asset managers for individuals, high-net-worth clients, businesses, charities, and retirement plans. The firm employs a range of investment strategies and a performance-based compensation model alongside standard fee arrangements.

Rodolfo Ruiz Pares is a financial advisor at Monex Asset Management, Inc. based in Houston, TX, with 15 years of industry experience. He holds a Series 66 designation and has worked at Monex Asset Management since 2010 and Monex Securities from 2010 to 2018 and again from 2018 to the present. Monex Asset Management provides discretionary and non-discretionary investment advisory and consulting services to a diverse client base, including individuals, high-net-worth clients, corporations, trusts, estates, and charitable organizations. The firm employs a blend of fundamental, technical, and charting analysis across a broad range of investment products and strategies.

Linda Legg is a financial advisor at Alterna Wealth Management, Inc. in Houston, TX, holding the Series 66 designation with two years of industry experience. Her work history includes roles at Alterna Securities, Inc. and prior positions in academic and corporate settings. Alterna Wealth Management serves individuals, high-net-worth clients, trusts, estates, institutions, and charitable organizations, offering discretionary and non-discretionary portfolio management with a global, disciplined approach to asset allocation and diversification across markets and instruments.

Patrick Incerto is a financial advisor at ICON Wealth Partners with a Series 65 credential and one year of industry experience. His prior roles include positions at Mountain Capital Partners and Vinson & Elkins LLP. Incerto also manages several investment and real estate holding entities outside of his advisory work. ICON Wealth Advisors provides wealth management and financial planning 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 with an emphasis on low-cost ETFs and customized client allocations.

Lindsey Elliff is a financial advisor at Prota Financial in Houston, TX, holding a Series 65 designation with four years of industry experience. She has worked at Prota Financial since 2021 and previously held roles at Job Search, Practice Solutions, UpWeb, and Advanced Footcare. 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 Sharia-compliant options, and manages $270 million in regulatory assets under management.

Jason Mickey is a financial advisor with Wealth Management Group in Houston, TX, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance Company since 2015. He also operates as an independent health insurance broker, specializing in individual and group health insurance as well as fixed and immediate annuities. Wealth Management Group provides advisory services to individuals, including high net worth clients, and various institutional clients such as pension and profit-sharing plans, charities, and retirement plans. The firm offers financial planning, discretionary investment management, retirement plan consulting, and investment research, utilizing multiple investment strategies and a broad range of investment vehicles.

Dominic Di Giacomo is a CFP® professional with three years of industry experience, currently serving at Cranbrook Wealth Management, LLC. His work history includes prior roles at JLFranklin Wealth Planning, LLC and Signature Wealth Strategies, as well as a four-year period at Clemson University. Cranbrook Wealth Management serves individuals, retirement accounts, trusts, estates, charitable institutions, and business entities, managing portfolios on a discretionary basis. The firm integrates investment management with financial planning and offers a range of portfolio models supported by written Investment Policy Statements, utilizing mutual funds, ETFs, separately managed accounts, and private equity opportunities.

Ryan Kenney is a financial advisor at Oak Harvest Investment Services with six years of industry experience. He holds a Series 65 designation and has worked at Oak Harvest since 2020. Outside of his advisory role, Kenney is involved with Boys and Girls Country of Houston. Oak Harvest Investment Services provides portfolio management, financial planning, and retirement plan sponsor services to individuals, families, and high-net-worth clients, offering both discretionary and non-discretionary management with tailored investment strategies.

Kyle Bruchmiller is a financial advisor with Icon Wealth Partners in Houston, TX, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. Prior to joining Icon Wealth Partners in 2023, he worked at Hines Securities Inc. from 2015 to 2023. Icon Wealth Advisors is a multi-advisor wealth management firm overseeing approximately $2.25 billion for individuals, high-net-worth clients, trusts, estates, charitable organizations, and ERISA plans. The firm employs a long-term, model-driven investment approach focused on low-cost ETFs, supplemented by mutual funds, individual securities, and fixed-income strategies, while providing discretionary portfolio management, retirement advice, and cash and credit management solutions.

Eugenio Canales is a financial advisor at Alterna Wealth Management, Inc. in Houston, TX, holding a Series 66 designation with two years of industry experience. Prior to joining Alterna Wealth Management, he worked in educational roles at the University of San Diego and Instituto Tecnologico de Monterrey. Outside of his advisory role, Canales is the founder of Be Better Brand, a sole proprietorship in Mexico that sells a deck of cards designed to help children improve their mental health. Alterna Wealth Management provides investment advisory and portfolio management services to individuals, high-net-worth clients, trusts, estates, institutions, and charitable organizations, serving a significant number of clients outside the United States. The firm employs a disciplined, global approach to asset allocation and diversification, utilizing dynamic models and a combination of quantitative analysis, technical methods, and in-house trading.

Mary Margolis is a CFP® with 28 years of industry experience, currently with MBR Financial since 2011. She holds Series 63 and Series 66 licenses. Margolis is an officer of the Margolis-Canino Foundation, a private family foundation that invests in publicly traded securities and mutual funds. MBR Financial serves individuals, high-net-worth families, and certain pension and profit-sharing plans, providing financial planning, estate planning, and wealth management services. The firm employs a proprietary top-down asset-allocation approach combined with quantitative and qualitative manager and security selection, and it offers alternative investments and performance-based fee arrangements for qualified clients.

Brent Simmons is a financial advisor at Westpark Wealth Advisors, Inc. in Houston, TX, holding Series 63 and Series 66 licenses with 39 years of industry experience. He has worked with Westpark Wealth Advisors since 2011 and was previously with IMS Securities, Inc., and currently also provides term life insurance quotes as a side activity. Westpark Wealth Advisors offers investment advisory and financial planning services to individuals, trusts, estates, pension and profit-sharing plans, and businesses. The firm employs a variety of investment strategies and often manages client assets on a non-discretionary basis, requiring client approval for trades.

Devin Styles is a financial advisor with Catalyst Wealth Management LLC in Houston, TX. He holds the Series 66 designation and has been in the industry since 2026. Prior to joining Catalyst, he worked at Innovation Partners LLC and held positions at American Bank of Commerce and First United Bank. Catalyst Wealth Management provides portfolio management and retirement-plan services to individuals, high-net-worth clients, and employer retirement plans, managing approximately $105 million in assets for about 9,549 clients. The firm operates primarily through turnkey asset management programs and 401(k)/403(b) plan administration with a non-discretionary management approach.

Morgann Zimmer is a CFP® and Series 65 credentialed financial advisor with 12 years of industry experience. She has been with Goodman Financial Corporation since 2017. Outside of her advisory role, she serves as a league coordinator and referee for the Houston Sports and Social Club. Goodman Financial Corporation provides discretionary investment management and financial advisory services to individuals, trusts, estates, endowments, corporations, and pension plans. The firm focuses on a fundamental, bottom-up investment approach with customized portfolios that emphasize individual equities and bonds for tax efficiency, avoiding derivatives and market timing.

Anna Ceker is a financial advisor at Goodman Financial Corporation with 11 years of industry experience. She holds a Series 65 designation and has been with Goodman Financial Corporation since 2014. Outside of her advisory role, she works as a freelance wedding planner and consultant. 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 that combines fundamental research with macro analysis and generally uses individual equities and bonds to build tax-efficient portfolios.

Oscar Mondragon is a CFP® professional with 13 years of industry experience. He is a principal at Centric Advisors, LLC, where he has worked for over a decade, and has also held roles with Cetera Investment Services LLC since 2026. Outside of his advisory duties, Mondragon is a licensed insurance agent and operates a consulting firm focused on coaching individuals and businesses in revenue growth, profitability, and organizational development. Centric Advisors, LLC provides portfolio management and financial planning services to individuals, high-net-worth clients, corporations, and charitable organizations. The firm employs a combination of fundamental, technical, and cyclical analysis and utilizes both long- and short-term trading strategies while tailoring financial plans to clients’ individual circumstances.

Paula Mc Gee is a financial advisor at Haven Wealth Group in Houston, TX, holding a Series 65 credential with one year of industry experience. Her prior work includes roles at H&R Block and ownership of a personal business. Haven Wealth Group offers discretionary investment management and financial planning services for individuals, high-net-worth clients, foundations, pensions, endowments, and 401(k) plans, employing a values-based, tailored asset-allocation approach that includes the use of options and emphasizes individual stocks and bonds.

Andrea Freedman is a CFP® professional with over 31 years of experience in the financial services industry. She has worked at Westpark Wealth Advisors, Inc. since 2009 and is also affiliated with Calton & Associates, Inc. since 2017. In addition to her advisory work, Freedman serves as Co-Academic Director and instructor for the CFP® Graduate Certificate Program at the Susanne Glasscock School of Continuing Studies, overseeing coursework and preparing students for the CFP® exam. Westpark Wealth Advisors provides investment advisory and financial planning services to individuals, trusts, estates, pension and profit-sharing plans, and business entities. The firm offers a range of strategies including portfolio management, third-party money manager arrangements, and standalone financial planning, tailoring recommendations based on client objectives and risk tolerance.