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.

Richea Powell is a CFA® charterholder with 17 years of industry experience, currently serving at Haven Wealth Group in Houston, TX. She has been with Haven Wealth Group since 2008, working within a nine-advisor team. Haven Wealth Group offers discretionary investment management and comprehensive financial planning for individuals, foundations, pension and 401(k) plans, and corporations. The firm’s investment approach focuses on direct selection of individual stocks and bonds, tailored asset allocations, and a combination of income-producing and growth-oriented holdings.

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.

Thomas Allen is a financial advisor at RIA Advisors in Houston, TX, holding a Series 65 designation with 12 years of industry experience. His prior roles include positions at Retirement Plan Consultants and Index Fund Advisors. Outside of finance, he is a passive financial partner in a local fitness facility, District H Strength & Fitness. RIA Advisors provides fee-based portfolio management and financial planning services to individuals, charitable organizations, small businesses, and retirement plans. The firm manages approximately $1.53 billion in assets and employs a blend of fundamental and technical analysis, value investing, and Modern Portfolio Theory in its investment approach.

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.

Joseph Dyal is a CFP® and holds a Series 65 license, with 18 years of industry experience. He has been with Franklin, Parlapiano, Turner & Welch LLC since 2014. The firm advises high-net-worth individuals, trusts, and estates, providing fee-only asset management and comprehensive financial planning through its Managed Account Program. Franklin, Parlapiano, Turner & Welch LLC manages discretionary assets using model allocations and fundamental analysis, serving a select client base with a typical minimum relationship of $3,000,000.

Coleman Davis is a financial advisor at Catalyst Wealth Management LLC with four years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including GWN Securities Inc and Equitable Advisors, LLC. Davis is also a licensed insurance agent and registered representative, offering commissionable products alongside his advisory services. Catalyst Wealth Management LLC provides ongoing portfolio management and advisory services primarily to individual and high-net-worth clients, including retirement plan participants. The firm employs a long-term trading approach using fundamental and technical analysis and manages accounts on a non-discretionary basis through various Turnkey Asset Management Programs.

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.

Jordan Mathews is a Series 65-licensed advisor with Ascension Capital Advisors, Inc. in Houston, TX, where he has worked since 2016. He has 15 years of industry experience. Outside of his advisory role, he serves as vice president and investment committee member for the D. Truitt and Lorna Davis Foundation, a charitable organization focused on early childhood education. Ascension Capital Advisors is a team of nine professionals serving individuals, retirement plans, charitable organizations, and small businesses. The firm offers portfolio management, retirement consulting, financial planning, and private placement consulting, with an investment approach that emphasizes tailored asset allocation and formal educational programs for clients and plan participants.

Crystal Hebert is a financial advisor at Haven Wealth Group in Houston, TX, holding a Series 65 designation with nine years of industry experience. She has been with Haven Wealth Group since 2010 and previously worked at Industrial Thermal Solutions. Haven Wealth Group provides discretionary investment management and comprehensive financial planning for individuals, foundations, pension and 401(k) plans, and some corporations. The firm emphasizes direct selection of individual stocks and bonds, tailoring asset allocations to client risk tolerance and needs, and manages several hundred client relationships.

Andrew Dowell is a financial advisor at Arkos Global Advisors, LLC in Houston, TX, holding a Series 66 designation with eight years of industry experience. He previously worked at Archetype Wealth Partners and Morgan Stanley. Outside of his advisory role, he co-owns a family investment vehicle used to invest privately in real estate and startup companies. Arkos Global Advisors serves individuals, trusts, estates, charitable organizations, and business entities by providing financial planning, consulting, and portfolio management services. The firm combines comprehensive planning with discretionary investment management, employing a mix of fundamental, technical, and quantitative analysis.

Joni Eggleston is a financial advisor with Goodman Financial Corporation in Houston, TX, holding four years of industry experience. She has worked at Goodman Financial Corporation since 2018 and previously at DRDA, PLLC from 2014 to 2018. 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 focused on individual equities and bonds, managing approximately $865 million across about 275 client relationships.

Daniel Illanes is a financial advisor at Catalyst Wealth Management LLC in Houston, TX, holding a Series 66 designation. He has been in the industry since 2026 and previously worked with Catalyst Financial Group LLC and Innovation Partners LLC during the same period. Outside of finance, he has been involved with several educational and recreational organizations, including Quince Orchard Swim and Tennis Club, College of the Holy Cross, Bethesda Country Club, Sandy Springs High School, and Rosa M. Parks Middle School. 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 for around 9,549 clients. The firm operates primarily through turnkey asset management programs and 401(k)/403(b) plan administration, using a combination of fundamental and technical analysis within a long-term trading framework.

Adam Lawrence is a CFP® with three years of industry experience, currently serving as an advisor at Tanglewood Total Wealth Management, Inc. in Houston, TX. Prior to joining Tanglewood, he worked at Financial Synergies Wealth Advisors, Inc. and KPMG. Tanglewood Total Wealth Management serves individuals, high-net-worth clients, and institutional and retirement-plan clients, offering discretionary portfolio management along with wealth-planning services. The firm uses customized investment policy statements and an asset-allocation approach centered on mutual funds, ETFs, and individual bonds, providing regular performance reporting to clients.

Joselyn Pfeil is a financial advisor with Skybound Wealth USA in Houston, TX, holding a Series 66 designation and six years of industry experience. She previously worked at Bank of America and Merrill from 2019 to 2025 and has experience in wealth and wellness training. Skybound Wealth USA serves individuals, families, and internationally mobile clients, offering investment management, financial planning, and cross-border pension advice, with a focus on UK pension transfers and estate planning coordination. The firm utilizes a centralized investment governance framework and manages most client assets on a non-discretionary basis.

Abdurrahman Naser is a financial advisor at Hurwitz Associates, Inc. in Houston, TX, with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Hurwitz Associates since 2012. Hurwitz Associates provides discretionary and non-discretionary investment management primarily for individual and high-net-worth clients, focusing on asset allocation through Modern Portfolio Theory using individual securities and ETFs. The firm emphasizes long-term, low-turnover portfolio management and involves clients in setting investment objectives.