Danny Hill is the president of D.H. Hill Advisors, Inc. and holds a Series 63 designation. He has 41 years of experience in the financial services industry, including roles at D.H. Hill Advisors since 1998 and D.H. Hill Securities since 1996. Outside of his advisory work, he is a licensed Texas real estate broker and serves in management roles for several energy-related and private equity companies. D.H. Hill Advisors provides financial planning and portfolio management to individuals, employer-sponsored retirement plans, foundations, and institutional clients. The firm offers a range of services including discretionary and non-discretionary investment management and supports independent Investment Adviser Representatives through two operating platforms that use both tactical asset allocation and a mix of active and passive strategies.

Matthew Powalski is a financial advisor at JCP Investment Management, LLC in Houston, TX, holding a Series 65 designation with five years of industry experience. His prior roles include positions at family offices McNair Interests and Capital Technologies, as well as PKF Texas. JCP Investment Management provides discretionary investment management to high-net-worth clients through pooled investment vehicles, sub-advised funds, and separately managed accounts. The firm uses a combination of fundamental and cyclical analysis alongside active trading strategies, tailoring portfolio construction and trade allocations to each client’s specific fund or account.

Ryan Christensen is a CFP® and holds a Series 66 license with eight years of industry experience. He has worked at Awaken Wealth Partners LLC since 2026 and previously held roles at Thrivent Financial, Park Avenue Securities, and Guardian Life Insurance Company. In addition to his advisory work, he spends approximately 10% of his time each month engaged in insurance sales. Awaken Wealth Partners is an SEC-registered investment adviser serving individuals, high net worth individuals, estates, and trusts. The firm offers financial planning, discretionary investment management, and retirement plan advisory, managing approximately $237.3 million in discretionary assets with a focus on fundamental analysis and a long-term investment approach.

Paul Thompson Jr. is a CFP® professional at Ascension Capital Advisors, Inc. in Houston, TX, with 13 years of industry experience. He has worked at both Purshe Kaplan Sterling Investments and Ascension Capital Advisors for over a decade. Thompson serves on the boards of the Texas Center for the Missing and the D. Truitt and Lorna Davis Foundation, a charitable organization focused on early childhood education, and he is president of Infinity Ice, LLC, a commercial ice vending business. Ascension Capital Advisors serves individuals, retirement plans, charitable organizations, and small businesses, offering portfolio management, retirement plan consulting, financial planning, and private placement consulting. The firm tailors investment advice to client risk tolerance and objectives, utilizing a mix of fixed income, mutual funds, ETFs, and other instruments, and provides educational workshops and specialized services for qualified investors.

Jared Brennen is a CFP® and holds a Series 63 license, with three years of experience in the financial advisory industry. He currently works at Endeavor Advisors, LLC and previously spent nine years at Northern Trust and one year at Amegy Investments, Inc. Jared is based in Houston, TX. Endeavor Advisors serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans with discretionary investment management, family office services, and standalone financial planning. The firm employs primarily long-term strategies using a blend of securities and combines fundamental and technical analysis, offering a family office–style service model and access to third-party options management.

Francisco De Borja Echanove Camina is a financial advisor at MMBG Investment Advisors Co. with Series 65 and Series 66 credentials. He has prior experience at Banco Santander International and Banco Santander Spain, spanning from 2015 to 2023. MMBG Investment Advisors Co. provides discretionary investment management and limited financial planning to individuals, businesses, and institutional investors, managing approximately $2.46 billion in discretionary assets. The firm employs a global investment approach that combines top-down macro analysis with bottom-up fundamental security selection and maintains notable international client relationships and affiliations.

Blake Nelson is a financial advisor at JCP Investment Management, LLC with three years of industry experience. He holds a Series 65 designation and has previously worked at Blue River Partners, LLC, Plains Capital Bank, Community Bank and Trust, and Baylor University. JCP Investment Management provides discretionary investment advisory services to high-net-worth individuals through pooled investment vehicles, sub-advised funds, and separately managed accounts. The firm employs a range of strategies including long-term and short-term trading, hedging, and derivative instruments, and is notable for its role as adviser and affiliated general partner to private pooled funds with multi-series structures and performance-based compensation.

Chad Schneider is a financial advisor with Oak Harvest Investment Services in Houston, TX, holding Series 63 and Series 65 credentials and has 24 years of industry experience. He previously worked at Private Advisor Group, LLC and Kidwell & Company among other firms. Schneider is also a licensed insurance agent and occasionally offers insurance and annuity products to clients through Oak Harvest Insurance Services, LLC. 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. The firm integrates financial planning and risk profiling into its discretionary asset management, using a mix of fundamental, technical, and value/cyclical analysis across various investment vehicles.

Savannah Krenek is a financial advisor at Post Oak Private Wealth Advisors in Houston, TX, holding a Series 65 designation with four years of industry experience. Her prior experience includes roles at AXA Advisors and Equitable Advisors, as well as a decade in full-time education. Post Oak Private Wealth Advisors serves individuals, including high-net-worth clients, and institutional clients by providing portfolio management, financial planning, and educational seminars. The firm employs a value- and risk-focused investment philosophy and utilizes a combination of in-house management and SEI-sponsored model programs, with a distinctive approach that includes the use of options and derivatives within separately managed accounts.

Kevin La Mont is a financial advisor with SB Advisory, LLC, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. His prior roles include positions at Prime Capital Investment Advisors, LLC, 20/20 Capital Management, Inc., and RB Capital Management, LLC. La Mont is also an insurance agent involved in the sale and service of insurance products. SB Advisory, LLC is an SEC-registered multi-team firm serving individuals, businesses, and retirement plans with portfolio management, financial planning, and access to third-party manager programs. The firm primarily provides non-discretionary investment advice, utilizing mutual funds, ETFs, individual equities, and outside managers through fundamental, technical, and qualitative analyses.

Mark McAdams is a financial advisor with ICON Wealth Partners in Houston, TX, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney, and has been associated with ICON Wealth Advisors and Purshe Kaplan Sterling Investments since 2017. ICON Wealth Advisors offers wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and ERISA plans. The firm’s investment approach is primarily long-term, combining fundamental and technical analysis with an emphasis on low-cost ETFs and customized allocations based on client goals and risk tolerance.

Daniel Estes is a CFP® with 26 years of industry experience, currently serving as an advisor at Pin Oak Investment Advisors Inc since 2010. He is based in Houston, TX, and holds a Series 63 license. Pin Oak Investment Advisors is an SEC-registered firm managing approximately $672 million for around 302 clients, including high-net-worth individuals, family offices, trusts, estates, and charitable organizations. The firm employs fundamental and cyclical analysis focused on longer-term investments and offers discretionary portfolio management, financial planning, family office services, and consulting engagements through a five-advisor team.

Christina Doherty is a financial advisor with FCA Corp in Houston, TX, holding a Series 65 designation and six years of industry experience. Before joining FCA Corp, she spent seven years at Deloitte Tax LLP. She serves as treasurer for First Commonwealth Holdings Corp., the parent company of FCA Corp. FCA Corp provides portfolio management, financial planning, and consulting services to individuals, managed entities, and open-end investment companies. The firm emphasizes fundamental and macroeconomic analysis to create customized portfolios and also serves as adviser to the Commonwealth International Series Trust.

Arnoldo Porras is a financial advisor with Bulltick Wealth Management, LLC in Houston, TX, holding Series 66 and Series 63 licenses and possessing 26 years of industry experience. His prior work includes roles at Intercam Advisor, Inc., Intercam Securities, IXE Securities, LLC, and Banorte Securities International. He is also affiliated with Bulltick Insurance Agency as an insurance agent. Bulltick Wealth Management serves high-net-worth individuals, trusts, family offices, corporations, and private pooled investment vehicles, offering portfolio management, financial planning, consulting, and real estate advisory services. The firm uses a combined top-down macroeconomic and bottom-up fundamental/technical approach, managing proprietary model portfolios alongside selected external managers.

Dallas Jones is a financial advisor with Branson Fowlkes & Co Inc in Houston, TX. He holds a Series 63 designation and has 37 years of industry experience, including over 30 years with Fidelity Brokerage Services, Inc. Additionally, he has served in the United States Army for more than 40 years. Branson, Fowlkes & Company provides investment advisory and financial planning services to individuals, families, trusts, estates, charitable organizations, and small- to medium-sized businesses, as well as pension and profit-sharing plans. The firm utilizes a multi-level diversification strategy called "D³ The Power of Diversification," combining asset-class allocation with investment style and manager diversification while incorporating fundamental and technical analysis.

Jared Machen is a CFP® and holds a Series 65 license with seven years of industry experience. He currently works at Brownlee Wealth Management in Houston, TX, where he has been since 2020. Prior to this, he was employed at Black River Capital, LLC, Hill Investment Group, and Boston Mountain Money Management, Inc. Outside of his advisory role, Machen serves as a managing member of New Planner Collective, LLC, where he creates coursework and produces content. Brownlee Wealth Management serves individual, high-net-worth, and corporate clients, focusing on employees of large energy companies. The firm employs a primarily passive, tax-aware investment approach guided by Modern Portfolio Theory and uses non-standard fee arrangements rather than percentage-of-assets billing.

Cole Wheeler is a financial advisor at Parkwoods Wealth Partners, LLC in Houston, TX. He holds the CFP® designation and Series 65 license and has seven years of industry experience. Prior to joining Parkwoods Wealth Partners in 2026, he worked at Linscomb and Williams Inc. from 2019 to 2026 and has additional experience at Texas A&M and Fluid Sealing Products. Parkwoods Wealth Partners serves individuals, qualified retirement plans, nonprofit organizations, foundations, and corporations with investment management, retirement plan consulting, and financial planning. The firm emphasizes a long-term investment approach based on Modern Portfolio Theory and efficient-market principles, using diversified allocations primarily through mutual funds, ETFs, and fixed-income ladders.

Jon Moores III is a CFP® with 11 years of industry experience, currently serving at Ascension Capital Advisors, Inc. He has previously worked at Woodbury Financial Services, Ozanne Financial Services, Purshe Kaplan Sterling Investments, and Private Client Services. Ascension Capital Advisors serves individuals, retirement plans, charitable organizations, and small businesses with portfolio management, retirement plan consulting, financial planning, and private placement consulting. The firm offers tailored investment advice using various asset classes and third-party managers, and provides educational workshops and services including financial-wellness sessions.

Juan Valdivieso is a financial advisor with Banorte Asset Management, Inc., holding the ChFC® and Series 63 designations and possessing 28 years of industry experience. His career includes roles at Allstate Insurance Company and his own firm, Valdivieso Insurance & Financial Services. He is a managing member of JV & Sons Investors, LLC, a holding company established in 2021. Banorte Asset Management, Inc. serves individual and high-net-worth clients, including trusts, estates, charitable organizations, and business entities, with a client base largely concentrated in Latin America. The firm offers discretionary and non-discretionary portfolio management, employing customized portfolios with various model allocations and investment vehicles, and provides both traditional and digital advisory programs.

Donna Behler is a financial advisor with Post Oak Private Wealth Advisors in Houston, TX, holding a Series 63 designation and bringing 23 years of industry experience. She has worked as a sole proprietor from 1998 to 2019 and has been with Post Oak Private Wealth Advisors since 2013. Outside of advisory services, she is also involved in insurance sales and service. Post Oak Private Wealth Advisors serves individuals, including high-net-worth clients, as well as institutions, pension and profit-sharing plans, trusts, estates, and business entities. The firm provides discretionary and non-discretionary portfolio management, financial planning, and educational seminars, employing a value- and risk-focused investment philosophy with a distinctive use of options and other derivatives within separately managed accounts.