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.

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.

Mateo Salmeron is a CFP® with three years of industry experience currently serving at WJ Interests, LLC. His prior work includes roles at Texas A&M University and Holistplan. 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 offers ongoing financial planning and discretionary investment management, emphasizing long-term manager relationships and a thorough due diligence process.

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 one year of industry experience and has been with Catalyst and Innovation Partners LLC since 2026. Outside of his advisory roles, he has experience working in community and educational settings, including positions at Quince Orchard Swim and Tennis Club and the College of the Holy Cross. Catalyst Wealth Management LLC serves individuals, high-net-worth clients, and employer retirement plans, managing approximately $105 million in assets for about 9,549 clients. The firm focuses on portfolio management and retirement-plan services through turnkey asset management programs and 401(k)/403(b) plan administration, delivering advisory services primarily on a non-discretionary basis.

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.

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.

Scot Johnson is a CFA® charterholder with six years of industry experience. He has been with Adell, Harriman & Carpenter for seven years and previously spent six years as a homemaker. Adell, Harriman & Carpenter provides customized investment management and financial planning primarily to high-net-worth individuals and related entities. The firm manages assets on a discretionary basis, investing in individual equities, investment-grade bonds, and ETFs, while also offering financial counseling on retirement, estate and tax planning, college funding, company stock options, and charitable giving.

Brandon Williams is a CFP® and holds a Series 65 license with three years of industry experience. He is currently with FCA Corp, where he has worked since 2022. His prior experience includes roles at Griffith & Associates Financial & Estate Planning Services, CIBC Bank Canada, and HSBC Bank Canada. FCA Corp provides portfolio management, financial planning, and consulting services to individuals, managed entities, and open-end investment companies. The firm’s investment approach combines fundamental analysis and macroeconomic factors to create customized portfolios, and it also offers non-investment consulting in areas such as estate, tax, and insurance planning.

Saif Omer is a financial advisor at E & G Advisors, LLC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has been with E & G Advisors since 2012. E & G Advisors provides discretionary portfolio management to individuals, high-net-worth clients, family limited partnerships, trusts, estates, corporations, and charitable organizations. The firm combines Modern Portfolio Theory with a macroeconomic overlay and fundamental analysis to manage diversified allocations across various securities, overseeing approximately $707 million in discretionary assets.

Suresh Raghavan is a CFA® charterholder with 19 years of industry experience. He has been with MBR Financial since 2011, where he serves as a principal. In addition to his advisory role, he is involved in the sale and service of fixed life insurance and annuity contracts. MBR Financial provides financial planning, estate planning, and wealth management services to individuals, high-net-worth families, and certain pension and profit-sharing plans. The firm employs a proprietary top-down asset-allocation process combined with quantitative and qualitative analysis, and offers performance-based fee arrangements and alternative investments to qualified clients.

David Huddleston is a financial advisor at Early McClintic & McMillan, LLC with six years of industry experience. He holds a Series 65 designation and previously worked at CBRE Group, Inc. and Hess Corporation. Huddleston is also licensed to sell insurance through unaffiliated companies, receiving commission-based compensation for these activities. Early McClintic & McMillan provides financial planning, portfolio management, pension consulting, and third-party manager selection services to individuals, families, retirement plan sponsors, and foundation trustees. The firm combines quantitative and qualitative analysis with strategic asset allocation and offers wrap-fee separately managed accounts through the Raymond James platform.

Robine Van Doorn is a Series 65 licensed advisor at Financial Synergies in Houston, TX, with one year of industry experience. Prior to joining Financial Synergies Wealth Advisors, Inc., Robine was a student for ten years. Financial Synergies serves individuals, retirement plans, trusts, estates, charitable organizations, and businesses, offering investment management, financial planning, and advisory services. The firm uses a diversified asset-allocation approach with a focus on no-load mutual funds and ETFs and employs strategies including long-term holdings and tactical adjustments.

Hooman Amiralai is a financial advisor at Brasada Capital Management, LP in Houston, TX, holding a Series 65 designation with 13 years of industry experience. He is part of an eight-advisor team at the firm. Brasada Capital Management provides discretionary portfolio management through a private pooled long/short equity fund, sub-advisory services to unaffiliated advisors, and separately managed accounts for individuals, retirement plans, trusts, and institutions. The firm serves a range of clients including individual, high-net-worth, and institutional investors, and employs a bottom-up, fundamentals-driven investment approach utilizing long and short equity positions along with derivatives and hedging strategies.

Timothy Lucio is a financial advisor with Saxon Financial Group in Houston, TX, holding Series 63 and Series 65 designations and eight years of industry experience. His prior roles include positions at Raymond James Financial Services Advisors and AXA Advisors. He is also involved with Saxon Interests, Inc., where he contributes to financial planning, investments, trading, and operations support. Saxon Financial Group serves individual and high-net-worth clients, trusts, estates, businesses, and retirement plans, offering investment management and financial planning services. The firm constructs model-based and customized portfolios focused on a long-term orientation, employing fundamental and cyclical analysis.

Adrienne Fox is a financial advisor at Precedent Wealth Partners, LLC with two years of industry experience. Prior to joining the firm, she worked for eleven years at The Shlenker School. Precedent Wealth Partners, LLC is a registered investment adviser managing approximately half a billion dollars for around 165 clients through a four-advisor team. The firm serves individuals, trusts, estates, corporations, and retirement plans, providing portfolio management, financial planning, and retirement plan consulting with a committee-driven investment process that combines asset allocation, active and passive management, and third-party managers.

Jeffrey Riley is a financial advisor at Westpark Wealth Advisors, Inc. in Houston, TX, with 32 years of industry experience. He has worked at Westpark Wealth Advisors since 2002 and previously at Ims Securities, Inc. and Calton & Associates, Inc. Additionally, he owns J. Riley Investments, an entity providing securities and advisory services. Westpark Wealth Advisors serves individuals, trusts, estates, pension and profit-sharing plans, and business entities. The firm offers portfolio management through wrap-fee programs and third-party manager arrangements, alongside standalone financial planning, using a variety of investment strategies tailored to client objectives and risk tolerance.

Justin Smith is a financial advisor with WESTPARK WEALTH Advisors, Inc. in Houston, TX, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has worked at Ims Financial Advisors, Inc. since 2007 and previously spent a year at Kestra Investment Services, LLC. Outside of his advisory role, Smith owns an insurance agency and serves as a director on the Angleton Christian School board. 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 strategies including portfolio management through wrap-fee programs and third-party managers, working with clients to set objectives and risk tolerance, with many accounts managed on a non-discretionary basis requiring client trade approval.

Derrick Dees is a financial advisor with The Clarus Group in Houston, TX, holding Series 63 and Series 66 credentials and over 21 years of industry experience. Prior to joining The Clarus Group in 2023, he spent 11 years with Raymond James Financial Services Advisors Inc. Outside of his advisory work, he co-owns Rocking 6 Construction LLC and Rocking 6 Cattle Company, engaging in house remodeling and cattle ranching. The Clarus Group offers wealth management and discretionary investment management to individuals, trusts, estates, businesses, and retirement plans. The firm employs customized investment models primarily utilizing ETFs and mutual funds, and provides both portfolio management and financial planning services with a combination of internal discretion and outsourced Chief Investment Officer support.

Colin Monteith is a financial advisor at Altruist Advisors LLC with three years of industry experience and holds a Series 66 credential. His prior roles include positions at Ameriprise and Morgan Stanley. Outside of advising, he assists with bookkeeping and payroll management for his family ranch’s cattle and hunting business in Texas. Altruist Advisors serves individual investors, trusts, and estates by providing discretionary portfolio management and financial planning through a team of six affiliated advisers. The firm utilizes a blend of fundamental, technical, and quantitative analysis alongside model-based portfolios accessed via its proprietary technology platform.