Ethan Pollard is a financial advisor with Arkos Global Advisors, LLC in Houston, TX, holding a Series 66 designation and 13 years of industry experience. He has worked at Archetype Wealth Partners, LLC since 2017 and previously held roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney from 2012 to 2017. Arkos Global Advisors provides financial planning, consulting, and portfolio management services to individuals, trusts, estates, charitable organizations, and business entities. The firm combines comprehensive planning with discretionary investment management using fundamental, technical, and quantitative analysis, and conducts ongoing account monitoring and manager due diligence.

Robert Burns is a Series 65-licensed financial advisor at FCA Corp in Houston, TX, with 21 years of industry experience. He has been with FCA Corp since 2004 and also operates a CPA tax practice specializing in income tax return preparation on a seasonal basis. FCA Corp provides portfolio management, financial planning, and consulting services to individuals, managed entities, and open-end investment companies, offering customized portfolios through fundamental and macroeconomic analysis. The firm serves as investment adviser to the Commonwealth International Series Trust and manages both discretionary and non-discretionary accounts.

Gil Baumgarten is a financial advisor at Segment Wealth Management, LLC in Houston, TX, holding Series 63 and Series 65 credentials with 26 years of industry experience. He has been with Segment Wealth Management since 2012. Baumgarten is also a General Partner of the VEP Orchard II LLC mineral fund and involved in fundraising activities for the partnership. Segment Wealth Management provides discretionary and non-discretionary investment management and retirement-plan consulting to individuals, business entities, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs multiple named ETF and fixed income strategies combined with select equity positions and uses options and other structured instruments for income and risk management.

Evan Darr is a financial advisor at Precedent Wealth Partners, LLC with two years of industry experience. Prior to joining Precedent, he held roles in construction and mortgage industries, including positions at Mike Darr Construction and Parker and Clark Mortgage. Outside of advising, he works as a preconstruction analyst and project manager in the construction sector. Precedent Wealth Partners is a registered investment adviser serving individuals, trusts, estates, corporations, and retirement plans. The firm employs a committee-driven investment process that combines active and passive management, third-party managers, and traditional security analysis, with a focus on participant education and seminar-style outreach in its retirement plan consulting.

Jackson Rowe is a financial advisor at TIP Group LLC in Houston, TX, holding a Series 65 designation with approximately 3 years of industry experience. His prior work includes positions at The Fitzpatrick Group and involvement in educational and municipal roles. TIP Group LLC offers 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 investment decisions and provides both discretionary and non-discretionary management.

Jared Jameson is a CFP® professional with 24 years of industry experience, currently serving at WJ Interests, LLC since 1997. Based in Sugar Land, TX, he is part of a five-advisor team at the firm. WJ Interests provides tailored financial planning and discretionary investment management primarily for individual and family clients, as well as corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm constructs strategic asset allocations and selects third-party money managers, employing a disciplined approach that generally avoids market timing and leverage, while offering clients detailed reporting and governance practices.

Charles Fahy is a financial advisor with Sovereign Wealth Advisors LLC in Houston, TX, holding Series 63 and Series 66 licenses and bringing 53 years of industry experience. He has worked at LPL Financial LLC since 2004 and joined Sovereign Wealth Advisors in 2015. Sovereign Wealth Advisors serves individuals, trusts, retirement plans, and corporate clients, offering portfolio management, financial planning, retirement-plan consulting, and educational seminars. The firm uses a combination of fundamental and technical analysis, discretionary portfolio management, and access to third-party manager platforms to tailor investment strategies.

Eric Nguyen is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Oak Harvest Investment Services since 2022. His prior experience includes roles at Fidelity Investments, Thrivent Advisor Network, Purshe Kaplan Sterling Investments, 49 Financial Management, and Axa Advisors. Outside of advising, he is also an insurance agent with Oak Harvest Insurance Services, LLC. Oak Harvest Investment Services provides portfolio management, financial planning, and retirement plan sponsor services to individuals, families, and high-net-worth clients. The firm offers both discretionary and non-discretionary management, utilizing a range of investment vehicles tailored to client goals and risk tolerance, and manages an affiliated long/short hedged equity mutual fund alongside an affiliated insurance agency.

Magdalena Santos is a financial advisor with WESTPARK WEALTH Advisors, Inc. She holds a Series 66 designation and has 18 years of industry experience. Her prior work includes roles at IMS Securities, Inc. and Calton & Associates, Inc. Westpark Wealth Advisors serves a broad client base including individuals, trusts, estates, pension and profit-sharing plans, and business entities. The firm offers portfolio management through wrap-fee programs, third-party money managers, and standalone financial planning, utilizing a range of investment strategies and managing approximately $229 million in assets as of the end of 2024.

Barbara Villard Schmoyer is a Series 65-licensed advisor with Financial Synergies in Houston, TX, where she has worked since 2016. She has nine years of industry experience. Financial Synergies serves individuals, retirement plans, trusts, estates, charitable organizations, and corporate clients with investment management, financial planning, and held-away account advisory services. The firm uses diversified, allocation-driven portfolios and offers a goals-based Pathway program, managed-account solutions, and sub-advisory relationships.

Jonathan Penn is a CFP® professional with 18 years of industry experience, currently serving as a financial advisor at RIA Advisors since 2020. His prior roles include positions at RIA Wealth Advisors LLC and Pin Oak Investment Advisors, Inc., as well as seven years at Boston Scientific. He is also a licensed insurance agent with RIA Insurance Agency LLC. RIA Advisors provides fee-based portfolio management and financial planning to individuals, charitable organizations, small businesses, and retirement plans. The firm manages approximately $1.53 billion in assets, employing a disciplined investment process that combines fundamental and technical analysis, value investing, and Modern Portfolio Theory.

Bonita Harden Lair is a financial advisor with Goodman Financial Corporation in Houston, TX, holding seven years of industry experience. Prior to joining Goodman Financial, she worked at Tucker Financial and held roles in lending at FC Lending and Cornerstone Home Lending. Outside of her financial advisory career, she owns and manages H&L Express LLC, a trucking and logistics business. Goodman Financial Corporation provides discretionary investment management and financial advisory services to individuals, trusts, estates, endowments, corporations, and pension plans, managing approximately $915.9 million in assets. The firm employs a fundamental, bottom-up investment approach focused on individualized portfolios with an emphasis on tax efficiency and predictable fixed-income strategies.

Jose Maria Celorio Alvarez is a financial advisor at Alterna Wealth Management, Inc. in Houston, TX, holding Series 63 and Series 65 licenses with five years of industry experience. His prior work includes roles at Grupo Financiero Actinver and London Business School. Alterna Wealth Management provides investment advisory and portfolio management services to individuals, high-net-worth clients, and institutions, including a substantial international clientele. The firm employs a disciplined, global approach to asset allocation and diversification, utilizing quantitative analysis, technical methods, and an in-house trading desk to support a range of investment styles.

Bernardo Hubard is an advisor at Monex Asset Management, Inc. with 20 years of industry experience. He holds Series 66 and Series 63 licenses. His prior roles include positions at Morgan Stanley Smith Barney LLC and VectorGlobal WMG. Monex Asset Management serves individuals, corporations, trusts, estates, and charitable organizations, providing discretionary and non-discretionary portfolio management and investment consulting. The firm employs a variety of strategies ranging from long-term holdings to short-term trading and utilizes both fundamental and technical analysis.

Daniel Weatherton is a financial advisor at Catalyst Wealth Management LLC with two years of industry experience. He holds a Series 66 designation and has worked at Innovation Partners LLC and GWN Securities, Inc. among other firms. Outside of his advisory role, he is a licensed insurance agent and registered representative, offering commissionable insurance products in addition to advisory services. Catalyst Wealth Management LLC provides ongoing portfolio management and advisory services to individual and high-net-worth clients, using a long-term trading approach across mutual funds, ETFs, fixed income, and similar securities. The firm manages accounts on a non-discretionary basis and employs Turnkey Asset Management Programs to implement client strategies.

Elizabeth Krog is a CFP® with six years of industry experience and is currently an advisor at Oak Harvest Investment Services. Her previous roles include positions at Facet Wealth, McKinney Capital Management, and the Legislative Budget Board. Krog is also a licensed insurance agent and occasionally offers commissionable products to clients. Oak Harvest Investment Services provides portfolio management, financial planning, and consulting to individuals, families, and high-net-worth clients, as well as retirement plan sponsor services. The firm integrates financial planning with portfolio management and advises an open-end mutual fund, managing over $1.13 billion in assets.

Jennifer Youngblood is a financial advisor with Horizon Wealth Advisors in Houston, TX, holding eight years of industry experience. She previously worked at Maddox, Thomas & Associates, P.C. for 13 years. Horizon Wealth Advisors is an independent, fee-only wealth management firm serving individuals, trusts, pension plans, and other entities, typically with substantial investable assets. The firm provides comprehensive financial planning and discretionary portfolio management using diversified portfolios that include mutual funds, ETFs, individual securities, and outside managers.

James Hamilton is a financial advisor with Portfolio Advisory Council, L.L.C. in Houston, TX, holding Series 63 and Series 65 credentials and over 31 years of industry experience. He has worked at Mutual Securities, Inc. and Cambridge Investment Research, Inc., and has been with Portfolio Advisory Council for 30 years. Outside of his advisory role, Hamilton serves as a director of the Midtown Business Network, is a trustee overseeing church finances at Northeast Houston Baptist Church, and is a board member of Municipal Utility District No. 83 of Texas. Portfolio Advisory Council, L.L.C. provides financial planning and portfolio management to individuals, corporations, pension and profit-sharing plans, Taft-Hartley plans, and charitable institutions. The firm employs a growth-and-income investment approach using a mix of mutual funds, ETFs, individual stocks and bonds, REITs, and options, combining fundamental, technical, and cyclical analysis.

Danny Armstrong is a financial advisor with Westpark Wealth Advisors, Inc. in Comanche, TX, holding a Series 63 designation and over 33 years of industry experience. He has worked at Westpark Wealth Advisors since 2002 and Calton & Associates since 2017. Outside of his advisory work, Armstrong is involved in rodeo announcing and sports broadcasting for a local radio station and provides care for a special needs family member. Westpark Wealth Advisors serves a diverse client base including individuals, trusts, estates, and business entities, offering investment advisory and financial planning services. The firm employs a variety of investment strategies and manages approximately $229.3 million in assets as of year-end 2024.

Mariana Martinez Cabral Torres is a financial advisor at Finamex Asset Management, LLC with one year of industry experience. She holds a Series 66 designation and has worked at several firms including Casa de Bolsa Banorte S.A. de C.V. and Grupo Financiero Santander Mexico. Finamex Asset Management, LLC 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, tactical asset allocation, and technically based, rule-driven strategies, with a notable emphasis on non-discretionary management and active fixed-income and sector supervision.