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.

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 a Series 66 designation with two years of industry experience. Her prior work includes roles at Alterna Securities, Inc. and several organizations in different sectors, including the University of St. Thomas and Academy Sports and Outdoors. Alterna Wealth Management serves individuals, high-net-worth clients, trusts, estates, institutions, and charitable organizations, with a client base concentrated primarily in Latin America. The firm emphasizes a disciplined, globally diversified investment approach tailored to client needs, utilizing various strategies and leveraging affiliated entities for cross-border market access.

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. Outside of advising, he operates an independent health insurance brokerage specializing in individual and group health insurance as well as fixed and immediate annuities. Wealth Management Group serves both individual clients, including high-net-worth individuals, and institutional clients such as corporate pension plans and foundations. The firm offers comprehensive financial planning, investment management, retirement plan consulting, and a mutual fund allocation program, using a combination of model portfolios and third-party research with discretionary and non-discretionary management options.

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. with one year of industry experience. He holds a Series 66 designation and has worked at Alterna Wealth Management and its affiliated broker-dealer since 2024. Outside of financial advising, he 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, charitable organizations, and offshore trusts. The firm employs a global, diversification-focused investment approach and manages approximately $1.2 billion across discretionary and non-discretionary accounts.

Mary Margolis is a CFP® with 27 years of industry experience and has been with MBR Financial since 2011. She is a partner in several investment-related limited partnerships and serves as an officer of the Margolis-Canino Foundation, a private family foundation investing in publicly traded securities and mutual funds. MBR Financial provides investment and wealth management, lifetime and estate planning, and financial planning services primarily to individuals, high-net-worth families, and certain pension or profit-sharing plans. The firm employs a disciplined investment process combining top-down asset allocation, quantitative screening, and qualitative manager due diligence, offering portfolios that include mutual funds, ETFs, individual securities, and private alternative investments.

Brent Simmons is a financial advisor with WESTPARK WEALTH Advisors, Inc. in Houston, TX, holding Series 63 and Series 66 licenses and bringing 39 years of industry experience. He has worked at WESTPARK WEALTH Advisors since 2011 and concurrently at Calton & Associates, Inc. since 2017. Outside of investment advisory, he provides term life insurance quotes as an employee in the insurance sector. WESTPARK WEALTH Advisors offers investment advisory and financial planning services to individuals, trusts, estates, pension and profit-sharing plans, and business entities. The firm employs a variety of investment strategies and provides portfolio management through wrap-fee programs and third-party money managers.

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.

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® with over 31 years of experience in financial advising. She has been with Westpark Wealth Advisors, Inc. since 2009 and also worked at Calton & Associates, Inc. since 2017. In addition to her advisory role, Freedman serves as Co-Academic Director and instructor for the CFP® Graduate Certificate Program at the Susanne Glasscock School of Continuing Studies, where she oversees instructors and educational content. 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 investment strategies and manages approximately $229 million in assets as of year-end 2024, offering both discretionary and client-directed portfolio management.

Hester Broad is a CFP® and holds a Series 65 license with 17 years of experience in the financial industry. She has worked at Willis Johnson & Associates since 2016, including its current iteration, Willis Johnson Wealth, where she has been part of a 28-advisor team. Prior to joining Willis Johnson, she worked at AltruVista for four years. Willis Johnson Wealth provides comprehensive financial planning and investment management primarily for corporate professionals, executives, and high-net-worth individuals and their families. The firm employs an evidence-based, tax-aware investment approach and offers a range of model strategies along with tailored solutions, supported by an in-house CPA for tax planning and preparation.

Cameron Sauer is a CFP® with three years of industry experience, currently serving as a financial advisor at Willis Johnson Wealth in Houston, TX. His prior experience includes roles at Raymond James Financial and Parkway Wealth Management Group. Willis Johnson Wealth provides comprehensive financial planning and investment management primarily for corporate professionals, executives, and high-net-worth individuals and their families. The firm follows an evidence-based, tax-aware investment approach and offers services including retirement planning, trust and estate planning, and access to private market investments.