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 at Monex Asset Management, Inc. in Houston, TX, holding Series 63 and Series 65 credentials with 10 years of industry experience. His prior roles include positions at Monex Securities, Alpha Cubed Investments, and Kanos Capital Management. He serves as a board member for two companies in Mexico: Finzas Atlas, an insurance company, and Grupo Chantilly, a food and bakery products company. Monex Asset Management serves individuals, including high-net-worth clients, as well as corporations, trusts, estates, and charitable organizations, offering discretionary and non-discretionary portfolio management and investment consulting. The firm employs a variety of investment strategies, combining fundamental, technical, and charting analysis, and utilizes third-party technology and sub-advisory arrangements in managing 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.

Gustavo Ramirez is a financial advisor at Alterna Wealth Management, Inc. in Houston, TX, holding a Series 66 designation with one year of industry experience. Prior to joining Alterna Wealth Management, he worked at Alterna Securities, Inc. and Alterna Asesoría Internacional. 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, combining quantitative analysis, technical methods, and an in-house trading desk.

Brando Palazzo Giorgio is a financial advisor with ICON Wealth Partners in Houston, TX, holding Series 63 and Series 65 licenses with 15 years of industry experience. His prior experience includes roles at Purshe Kaplan Sterling Investments, Greenbriar Financial Services, and LPL Financial. He is dually registered with ICON Wealth Partners and Purshe Kaplan Sterling Investments. 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 portfolio allocations.

Diego Carus Garrido is a CFP® professional with four years of industry experience, currently serving at Monex Asset Management, Inc. He previously worked at Capgor SAPI de CV and Arkafin S.A.P.I. de C.V., SOFOM, E.N.R., and has academic experience from Universidad Anahuac Mexico. He is also a partner with limited involvement in DATTA CONSULTORES EN TECNOLOGICA, a technology-focused investment-related firm in Mexico City. Monex Asset Management serves individuals, corporations, trusts, estates, and charitable organizations, providing discretionary and non-discretionary portfolio management and investment consulting. The firm uses a variety of analytical methods and strategies and incorporates technology partnerships to support portfolio recommendations and account consolidation.

Alfonso Lopez Portillo Martinez is a financial advisor at Monex Asset Management, Inc. based in Houston, TX, with 11 years of industry experience. He holds the Series 66 and Series 63 licenses and has been with Monex-related firms since 2015. Monex Asset Management serves individuals, including high-net-worth clients, as well as corporations, trusts, estates, and charitable organizations, providing discretionary and non-discretionary portfolio management and investment consulting. The firm employs a variety of investment strategies ranging from long-term holdings to short-term trading and uses both proprietary technology and third-party solutions for portfolio management and account consolidation.

John Moffet is a CFA® charterholder with 30 years of industry experience. He has been with Hourglass Capital, LLC since 2008 and previously worked at Hourglass Capital Management Inc for 12 years. The firm manages separately managed accounts for high-net-worth individuals, trusts, pension plans, and other entities, employing a combination of fundamental, technical, and qualitative analysis. Hourglass Capital offers performance-based fee arrangements and utilizes derivatives and borrowing strategies within its discretionary portfolios.

Timothy Garcia Prats is a Series 65-licensed advisor with Financial Synergies in Houston, TX, where he has worked for four years. His prior experience includes roles at Wireless Distributor Networks, LLC, and the University of Houston. Financial Synergies serves a diverse client base including individuals, retirement plans, trusts, and businesses. The firm uses a diversified asset-allocation approach with a focus on long-term holdings and offers both discretionary and non-discretionary investment management alongside written financial planning.

Steven Sigloch Jr. is a financial advisor at TIP Group LLC in Houston, TX, holding a Series 65 designation with one year of industry experience. Prior to joining TIP Group and Fitzpatrick Group in 2025, he worked for ten years at Grocery Services Inc. Outside of his advisory role, he is a silent partner and owner of Sigloch Associates LLC. TIP Group LLC provides portfolio management and financial planning services to individuals, high-net-worth clients, and business entities, employing a combination of fundamental analysis, modern portfolio theory, and technical analysis to guide long-term investment decisions. The firm offers both discretionary and non-discretionary management and maintains fiduciary duties for retirement accounts.

Chase Robertson is a financial advisor at Robertson Investment Management in Houston, TX, holding Series 63 and Series 65 licenses with nine years of industry experience. His prior roles include positions at Network 1 Financial Securities, Securities America, and Robertson Wealth Management, where he was managing partner. Outside of advising, he serves as president of a local homeowners association and sits on the board of an oil and gas engineering firm. Robertson Investment Management serves a diverse client base ranging from individuals and families to corporations and financial institutions. The firm employs a blend of fundamental, technical, and cyclical analysis across both liquid and illiquid investments, offering services that include portfolio management, financial planning, family office solutions, and access to third-party managers.

Tehrrek Fitzpatrick is a financial advisor with TIP Group LLC in Houston, TX, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has worked at TIP Group LLC since 2022 and Ohio National since 2016. Outside of his advisory role, Fitzpatrick is CEO of The Fitzptrick Group LLC, owner of IP Publishing and the book *Balls and Strikes: Rules of the Game Regarding Your 401(k)*, and a partial owner and board member of the technology start-up Pitch 59. TIP Group LLC provides portfolio management and financial planning services to individuals, high-net-worth clients, and business entities. The firm uses a combination of fundamental analysis, modern portfolio theory, and technical analysis to guide long-term investment decisions and offers both discretionary and non-discretionary management options.

Fernando Diaz is a Series 66-licensed financial advisor at Prota Financial with 18 years of industry experience. He has worked at firms including Ameriprise Financial Advisors, JPMorgan Securities, Merrill, Chase Investment Services, and Morgan Stanley before joining Prota Financial in 2017. Prota Financial provides discretionary investment management and financial planning services to individuals, high-net-worth clients, and small businesses. The firm employs model-based portfolio management with options including Sharia-compliant portfolios and combines fundamental analysis with Modern Portfolio Theory.

Erik Klefos is a financial advisor with Sanders Morris LLC in Houston, TX, holding Series 63, 65, and 66 licenses and bringing 41 years of industry experience. He has been with Sanders Morris Harris LLC since 2017 and previously worked at Wunderlich Securities from 2012 to 2017. Sanders Morris LLC provides investment advisory and brokerage services to a diverse client base including individuals, high net worth families, retirement plans, trusts, estates, and businesses. The firm primarily manages discretionary accounts through wrap‑fee programs and offers financial planning, retirement consulting, and brokerage services, utilizing third‑party portfolio managers and tailored investment strategies.

George Williams is a CFP® with 30 years of industry experience, currently serving as an advisor at Precedent Wealth Partners, LLC. Prior to joining Precedent Wealth Partners in 2023, he spent 50 years at Linscomb & Williams. Precedent Wealth Partners is a four-advisor registered investment adviser managing approximately half a billion dollars for about 165 clients. The firm serves individuals, trusts, estates, corporations, and retirement plans, offering a committee-driven investment process that combines active and passive management, third-party managers, and traditional security analysis.

Philip Armes is a financial advisor at Endeavor Advisors, LLC in Houston, TX, with 11 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Northern Trust Bank and Northern Trust Securities, Inc. for eight years, and at J.P. Morgan entities for three years. Outside of his advisory role, he is associated with Sydney Armes Photography, a home-based photography business owned by his spouse. 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 emphasizes long-term strategies, combining fundamental and technical analysis, and provides a family office–style service model with access to third-party options management and securities-based lending arrangements.

John Hunter is a Series 65-licensed financial advisor at Trinity Legacy Partners, LLC in Houston, TX, with seven years of industry experience. Before joining Trinity Legacy Partners in 2018, he worked at Oliver Wyman from 2013 to 2017. He is also the owner of Trinity Legacy Alternative Strategies, LLC, a subsidiary that serves as the general partner for Trinity Legacy Dynamic Options Fund I, LP, an options-based private investment fund. Trinity Legacy Partners is a fee-only, SEC-registered investment adviser that provides discretionary portfolio management, financial planning, and investment consulting to individuals, trusts, estates, corporations, and charitable organizations. The firm manages a wide range of securities and sponsors a private pooled investment vehicle with an options-focused strategy offered to accredited and qualified clients.

Scott Schwinger is a financial advisor with Ascension Capital Advisors, Inc. He holds a Series 65 credential and has recently joined the firm after a 30-year tenure at McNair Interests, followed by a one-year sabbatical. Based in Houston, TX, he has one year of industry experience. Ascension Capital Advisors serves individuals, retirement plans, charitable organizations, and small businesses by providing portfolio management, retirement plan consulting, financial planning, and private placement consulting. The firm customizes advice to client risk tolerance and objectives, utilizing a range of investment vehicles and offering educational workshops and private placement services.