Wanda Williams is a financial advisor at Precedent Wealth Partners, LLC with two years of industry experience. Prior to joining Precedent Wealth Partners in 2024, she was retired from 2014 to 2024. Precedent Wealth Partners, LLC is a registered investment adviser managing approximately half a billion dollars for about 165 clients through a four-advisor team. The firm serves individuals, trusts, estates, corporations, and retirement plans, employing a committee-driven investment process that combines asset allocation, active and passive management, and third-party managers accessed through a TAMP.

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 financial advisor with FCA Corp in Houston, TX, holding a Series 65 designation and 21 years of industry experience. He has been with FCA Corp since 2004. In addition to his advisory role, Burns operates a seasonal CPA tax practice focused on income tax return preparation, which he has managed since 1992. FCA provides portfolio management, financial planning, and consulting services to individuals, trusts, estates, charitable organizations, corporations, and investment companies. The firm employs fundamental analysis to construct customized portfolios, managing equity holdings primarily for the long term and fixed income to maturity, and offers both discretionary and non-discretionary management.

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.

Alexis Long is a CFP® and holds a Series 66 license with 11 years of experience in financial advising. She has worked at Willis Johnson Wealth and its related entities since 2014, as well as FSC Securities Corp from 2014 to 2018. Willis Johnson Wealth provides comprehensive financial planning and investment management primarily for corporate professionals, executives, and high-net-worth individuals and their families. The firm employs an evidence-based, tax-aware investment approach and offers a range of model strategies alongside tailored solutions and in-house CPA tax services.

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, with five years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with various Alterna entities since 2018, following earlier 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, trusts, estates, institutions, and charitable organizations, primarily serving clients outside the United States, especially in Latin America. The firm emphasizes a disciplined, client-tailored investment process focused on global diversification and integrates affiliated entities to facilitate cross-border market access.

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.

Zachary Tassin is a financial advisor at Willis Johnson Wealth with two years of industry experience. He holds a Series 66 designation and previously worked at Raymond James Financial Services Advisors, Inc. He is also associated with Global Asset Management Group as an associate. Willis Johnson Wealth provides comprehensive financial planning and investment management primarily for corporate professionals, executives, and high-net-worth individuals and their families. The firm employs an evidence-based, tax-aware investment approach and offers specialized services such as in-house CPA tax preparation and a Families Program that accommodates household accounts.

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.