Matthew Holder is a financial advisor with Sovereign Wealth Advisors LLC in Houston, TX, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with Sovereign Wealth Advisors since 2015 and has worked at LPL Financial LLC since 2007. Outside of finance, he has engaged in DJing for weddings and birthday parties. 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 in its investment approach and provides access to sponsored advisory programs and third-party manager platforms.

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, with 26 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at UBS Financial Services and Concert Wealth Management. Baumgarten is also involved as General Partner in a private mineral fund, VEP Orchard II LLC. Segment Wealth Management provides discretionary and non-discretionary investment management to individuals, business entities, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm combines ETF-based asset allocation with actively managed equity strategies and tailored fixed-income portfolios, serving clients with approximately $2.07 billion in assets under management as of December 31, 2025.

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® with 25 years of experience in financial advising, currently working at WJ Interests, LLC since 1997. He is based in Sugar Land, TX, and is part of a seven-advisor team. WJ Interests primarily serves individual and high-net-worth families, along with trusts, estates, retirement plans, and select corporate clients, managing approximately $634 million across about 233 client relationships. The firm focuses on ongoing financial planning and discretionary investment management, using strategic asset allocation and third-party due diligence to select external money managers, with an emphasis on long-term relationships and generally avoiding leveraged or short positions unless requested.

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® with eight years of experience in the financial industry. He is currently with Oak Harvest Investment Services, where he has worked since 2022. His prior roles include positions at Fidelity Investments, Thrivent Advisor Network, and Purshe Kaplan Sterling Investments. Outside of advisory work, he is also an insurance agent with Oak Harvest Insurance Services. Oak Harvest Investment Services is a team advisory firm that serves individuals, families, high-net-worth clients, and retirement plan sponsors with portfolio management, financial planning, and consulting services. The firm integrates financial planning and risk profiling into its discretionary asset-management process and manages a variety of investment types while also advising an open-end mutual fund.

Magdalena Santos is a financial advisor with Westpark Wealth Advisors, Inc. in Houston, TX, holding a Series 66 designation and 19 years of industry experience. She has worked at Westpark Wealth Advisors since 2008 and previously at IMS Securities, Inc. and Calton & Associates, Inc. Westpark Wealth Advisors serves individuals, trusts, estates, pension and profit-sharing plans, and business entities with investment advisory and financial planning services. The firm uses a variety of investment strategies and often manages client assets on a non-discretionary basis, requiring client approval for trades.

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.

Douglas Walden is a financial advisor at Robertson Investment Management in Houston, TX, holding a Series 66 designation with seven years of industry experience. Prior to joining Robertson Investment Management, he worked at Edward Jones for eight years and was employed by KHOU Channel 11 for four years. Robertson Investment Management serves a diverse client base including individuals, families, trusts, pensions, corporations, and financial institutions. The firm offers a range of services such as portfolio management, financial planning, family office services, and private placements, utilizing both in-house and third-party investment strategies across multiple equity products.

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 a financial advisor at Monex Asset Management, Inc. in Houston, TX, with 20 years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at Morgan Stanley Smith Barney LLC and VectorGlobal WMG. He has been with Monex-affiliated firms since 2021. Monex Asset Management serves individuals, including high-net-worth clients, as well as corporations, trusts, estates, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management and investment consulting, employing a variety of strategies from long-term holdings to short-term trading, supported by sub-advisory and technology partnerships.

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® and holds a Series 66 license with six years of industry experience. She currently works at Oak Harvest Investment Services, joining in 2022 after roles at Facet Wealth and McKinney Capital Management. In addition to her advisory work, Krog is a licensed insurance agent and occasionally provides commissionable insurance products to clients. Oak Harvest Investment Services is a team advisory firm serving individuals, families, high-net-worth clients, and retirement plan sponsors. The firm offers portfolio management, financial planning, consulting, and plan-sponsor services, integrating financial planning and risk profiling into a discretionary asset-allocation process across various investment types.

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.