Fredrick Jackson is a financial advisor at Westpark Wealth Advisors, Inc. in Houston, TX, with 26 years of industry experience. He has been with Westpark since 2019 and previously worked at Calton & Associates, Inc. and IMS Securities, Inc. Fredrick is also an employee tax preparer at H&R Block. Westpark Wealth Advisors provides investment advisory and financial planning services to individuals, including high-net-worth clients, trusts, estates, pension and profit-sharing plans, and business entities. The firm employs a variety of investment strategies and emphasizes client involvement in trade decisions, managing a significant portion of assets on a non-discretionary basis.

Ryan Mason is a financial advisor at Lavaca Capital, LLC with four years of industry experience. He holds a Series 65 designation and previously worked at Bank of America Merrill Lynch from 2018 to 2021. Mason also has experience in academic roles at Howard Payne University. Lavaca Capital, LLC provides discretionary investment advisory and sub-advisory services to institutional and high-net-worth clients, including asset managers, registered investment advisers, and family offices. The firm employs equity and option strategies aimed at risk-adjusted returns and downside protection, managing approximately $421 million in assets across about 21 client relationships as of December 2024.

Kim Petersen is a financial advisor at Checchi Capital Advisers, LLC in Houston, TX, with three years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked as a consultant and in roles outside the financial industry. Petersen serves on the boards of a sustainable farming startup, a related charitable foundation, and the Association of Corporate Growth-Houston, and is involved with the University of Texas McCombs School of Business Parent Council and the Chancellor’s Council Executive Committee. Checchi Capital Advisers provides discretionary portfolio management primarily for high-net-worth individuals and various institutional clients. The firm uses a quantitatively driven investment process to construct globally diversified portfolios, offering strategies that include core global index replication and risk-parity composites, along with sub-advisory and private fund advisory services.

Robert Kasten is a financial advisor at Robertson Investment Management in Houston, TX, with 42 years of industry experience. He holds a Series 63 designation and has worked at firms including OSAIC, Securities America, Inc., First Allied Securities, Inc., First Allied Advisory Services, Inc., and VOYA Financial Advisors, Inc. Robertson Investment Management serves a diverse client base, including individuals, families, trusts, pensions, corporations, and banks. The firm offers a range of investment and financial services, combining fundamental, technical, and cyclical analysis with access to third-party managers and private placement opportunities.

Maria De Lima Velez is a financial advisor at Icon Wealth Partners with two years of industry experience. She holds a Series 65 designation and has previously worked at Arete Investments, Quest Trust Company, and ABLC of Houston. Outside of advising, she has been involved with Arete Insurance Services as an insurance agent focusing on client onboarding, service, analysis, and case preparation. Icon Wealth Partners is a multi-advisor wealth management firm serving individuals, high-net-worth clients, trusts, estates, charitable organizations, and ERISA plans. The firm employs a long-term, model-driven investment approach that emphasizes low-cost ETFs alongside mutual funds, individual securities, and fixed-income strategies, providing discretionary portfolio management and periodic financial planning.

Bradley Bruna is a financial advisor at 15 Wealth Advisors LLC with 20 years of industry experience. He holds the ChFC® designation and has previously worked with firms including AIG Valic and LPL Financial. Outside of his advisory work, he is involved in a family business focused on sports collectibles. 15 Wealth Advisors serves individual, high-net-worth, pension, and corporate clients by providing investment advisory, financial planning, and employer planning services. The firm employs a multidisciplinary investment approach that includes discretionary management primarily using ETFs, model allocations, and customized strategies, alongside its role as a wrap fee program sponsor and its provision of workplace financial planning services.

Skyler Seidman is a financial advisor at Clear Trail Advisors, LLC in Houston, TX, holding a Series 65 designation with one year of industry experience. He previously worked at Flagship Investment Management LLC and Flagship Capital Partners. Clear Trail Advisors provides investment advisory and planning services to individuals, trusts, retirement plans, and business entities. The firm manages roughly $797 million in discretionary client assets and employs a multi-faceted investment approach that includes fundamental and technical analysis, multi-asset allocation, direct indexing, ETFs, and alternative investments.

Heidi Arneson is a financial advisor with Precedent Wealth Partners, LLC, where she has worked since 2024. She has one year of industry experience and also owns Arneson CPA Group, a tax preparation and business consulting firm. Prior to joining Precedent Wealth Partners, she worked at Noble Wolf I, LLC and Noble Growth Partners. Precedent Wealth Partners is a registered investment adviser managing approximately half a billion dollars for about 165 clients. The firm serves individuals, trusts, estates, corporations, and retirement plans, using a committee-driven investment process that combines asset allocation, active and passive management, and third-party managers.

Christopher Gammon is a CFP® professional with over 32 years of industry experience. He has worked at Westpark Wealth Advisors, Inc. since 2000 and at Calton & Associates, Inc. since 2017. Gammon is the CEO of Westpark Wealth Advisors and is involved in preparing the company’s financials. Westpark Wealth Advisors provides investment advisory and financial planning services to individuals, trusts, estates, pension and profit-sharing plans, and business entities. The firm employs a range of strategies including long-term and short-term purchases, option writing, and works with third-party money managers, often managing client assets on a non-discretionary basis.

Jose Beltran is a financial advisor with Monex Asset Management, Inc. in Houston, TX, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Monex Securities, Inc. and work at the University of St. Thomas. Monex Asset Management provides discretionary and non-discretionary investment advisory and consulting services to individuals, high-net-worth clients, corporations, trusts, estates, and charitable organizations. The firm employs a mix of fundamental, technical, and charting analysis across a broad range of investment products and offers both direct management and delegated discretionary management through a sub-advisor.

William Porter is a CFP® with one year of industry experience, currently serving as an advisor at Brasada Capital Management, LP. He previously worked at City National Bank and JP Morgan Private Bank. Brasada Capital Management, LP is an SEC-registered investment adviser that manages a private pooled investment vehicle and provides discretionary portfolio management for separately managed accounts. The firm serves other financial institutions and unaffiliated advisers through sub-advisory arrangements and offers non-discretionary model portfolios to wrap-fee sponsors, employing a bottom-up, long/short equity investment approach supported by fundamental and quantitative analysis.

Thomas Callahan is the founder of Callahan Advisors, LLC in Houston, TX, and holds 27 years of industry experience. He has led Callahan Advisors since 1998. 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 supplemented by fixed income and ETFs, with portfolio decisions based on client risk tolerance and long-term objectives.

Sloane Bennett is a financial advisor at Precedent Wealth Partners, LLC with one year of industry experience. She holds a Series 65 designation and has prior work experience in educational and service roles, including positions at Stephen F. Austin State University and Woodland Hills Golf Club. Precedent Wealth Partners is a registered investment adviser managing approximately half a billion dollars for around 165 clients. The firm serves individuals, trusts, estates, corporations, and retirement plans with a committee-driven investment process that combines asset allocation, active and passive management, and third-party managers, alongside a focus on participant education and seminar-style outreach.

Thomas Bruce is a Series 65 credentialed advisor at Tanglewood Total Wealth Management, Inc. in Houston, TX. He joined the firm in 2024 and previously worked at Ned Davis Research and Benzinga. Tanglewood Total Wealth Management serves individuals, high-net-worth clients, and institutional and retirement-plan clients, offering discretionary portfolio management and wealth-planning services. The firm uses customized investment policy statements and an asset-allocation process focused on mutual funds, ETFs, and individual bonds, with options for tax-aware management and client-directed allocations.

Austin Rodriguez is a financial advisor with Catalyst Wealth Management LLC, holding a Series 66 designation and two years of industry experience. Prior to joining Catalyst, he held positions at Innovation Partners LLC and Range Realty Advisors. He is also a licensed insurance agent and registered representative. Catalyst Wealth Management LLC provides portfolio management and retirement-plan services primarily to individuals, high-net-worth clients, and employer retirement plans, managing approximately $105 million in assets across about 9,549 clients. The firm employs a non-discretionary approach using turnkey asset management programs and emphasizes investment suitability through documented client objectives and advisory support.

Javier Nicieza Arias is a financial advisor at Alterna Wealth Management, Inc. with one year of industry experience. He holds a Series 66 designation and has prior work history at Credit Suisse from 2016 to 2021 as well as at Alterna Inversiones y Valores SGIIC since 2021. Alterna Wealth Management provides investment advisory and portfolio management services to individuals, high-net-worth clients, trusts, estates, institutions, and charitable organizations, serving a substantial international client base. The firm employs a disciplined, global approach to asset allocation and diversification, utilizing dynamic models and combining quantitative analysis with technical methods and an in-house trading desk.

James Rouse is a CFP® with 23 years of industry experience and has been with Pin Oak Investment Advisors, Inc. in Houston, TX since 1989. He holds a Series 63 license and is part of a five-advisor team at the firm. Pin Oak Investment Advisors manages approximately $672 million for about 302 clients, including individuals, family offices, trusts, estates, and charitable organizations. The firm employs fundamental and cyclical analysis for discretionary management of publicly traded securities and offers a range of services including financial planning and family office services, while also sponsoring multiple affiliated private funds.

Brandon Gay is a financial advisor with Sovereign Wealth Advisors LLC in Houston, TX. He holds Series 63 and Series 65 designations and has 16 years of industry experience. Prior to joining Sovereign Wealth Advisors, he worked at LPL Financial for 10 years. Sovereign Wealth Advisors LLC provides investment advisory and financial planning services to individuals, trusts, retirement plans, and other entities. The firm employs a range of analytical methods across diversified portfolios and offers ongoing portfolio management, financial planning, and consulting services.

Coleman Davis is a financial advisor at Catalyst Wealth Management LLC with five years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Gwn Securities Inc and Equitable Advisors. Davis is also a licensed insurance agent and registered representative, offering commissionable products in addition to advisory services. Catalyst Wealth Management LLC provides portfolio management and retirement-plan services to individuals, high-net-worth clients, and employer retirement plans, managing approximately $105 million in assets. The firm emphasizes advisory roles through turnkey asset management programs and retirement plan administration, utilizing a combination of fundamental and technical analysis and a long-term trading approach.

Ariel Tacher is a financial advisor with Vizcaya Capital, LLC in Houston, TX, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at IPG Investment Advisors, LLC and Bank Hapoalim. He is the sole member of J Stambler Wealth LLC, through which he provides advisory services to Vizcaya Capital. Vizcaya Capital primarily serves high-net-worth individuals, sophisticated investors, and institutional clients, offering discretionary and non-discretionary portfolio management as well as sub-advisory services to third-party money managers and private pooled funds. The firm is notable for its involvement with private funds and pooled vehicles, including offshore segregated portfolio structures, and serves a significant non-U.S. investor base.