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.

Kenneth Moffet is a financial advisor at Hourglass Capital, LLC with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Hourglass Capital since 2008. Hourglass Capital provides discretionary separately managed account investment management and consulting services to individuals, trusts, pension and profit-sharing plans, charitable organizations, and certain corporations. The firm employs a multi-method investment process and manages approximately $598 million across about 96 client accounts.

Daniel Adams is a financial advisor at Analog Capital Partners LLC with six years of industry experience. He holds Series 63, 65, and 66 licenses. Prior to joining Analog, Adams worked at Invesco and International Strategy & Investment Group LLC, and he has experience as an account manager at Refinitiv. Analog Capital Partners provides discretionary portfolio management and financial planning to individual and high-net-worth clients, as well as subadvisory services to other investment advisers. The firm customizes portfolios based on clients’ time horizons and risk tolerances, employing a mix of fundamental, quantitative, technical, and modern portfolio theory strategies across various asset classes.

Julio Cacho Diaz is a financial advisor at Inscription Capital, LLC with nine years of industry experience. He holds a Series 65 designation and has worked at Inscription Capital since 2020. He also serves as an instructor at Rice University and is the Chief Wealth Manager at Grupo Bursatil Mexicano, where he advises on investment product strategy and training. Inscription Capital serves individual and institutional clients, including high net worth individuals, family offices, trusts, and private foundations, managing approximately $1.56 billion in assets. The firm employs a personalized, committee-driven investment process focused on fundamental analysis and long-term diversified allocations across a broad range of asset types.

Valentina Beraud Macgowan is an advisor at GBM Wealth Management, Inc. in Houston, TX, holding a Series 66 credential with one year of industry experience. Her prior work includes roles at GBM International, Inc., Bodyguard.AI, and ESSCA, among others. GBM Wealth Management provides investment advisory and portfolio management services to individuals, high-net-worth clients, trusts, corporations, investment companies, and select institutional clients. The firm offers customized portfolios using fundamental analysis and a variety of investment strategies, including ETF-focused and quantitative approaches, serving both U.S. and non-U.S. clients with discretionary and non-discretionary account management.

Luis Suarez Perez is a financial advisor at Finamex Asset Management, LLC in Houston, TX, holding Series 65 and Series 63 licenses with six years of industry experience. His prior roles include positions at Alterna Securities, Inc., J.P. Morgan Securities LLC, and JPMorgan Chase Bank, N.A. Finamex Asset Management provides portfolio management, financial planning, and consulting services primarily to high-net-worth individuals in Mexico, as well as institutional clients such as pension fund managers and businesses. The firm employs a combination of Modern Portfolio Theory and tactically managed, rule-driven strategies, with an emphasis on active fixed-income and sector supervision, and manages a majority of assets on a non-discretionary basis.

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 licenses and 24 years of industry experience. He has worked with several firms, including Private Advisor Group and Kidwell & Company, before joining Oak Harvest in 2021. Mr. Schneider is also a licensed insurance agent and occasionally offers clients insurance products through Oak Harvest Insurance Services, LLC. Oak Harvest Investment Services provides portfolio management, financial planning, and retirement plan services to individuals, families, and high-net-worth clients. The firm offers discretionary and non-discretionary management using a variety of investment vehicles and conducts regular reviews and ongoing monitoring tailored to client goals and risk tolerance.

Kevin La Mont is a financial advisor with SB Advisory, LLC in Houston, TX, holding Series 63 and Series 65 credentials and possessing 21 years of industry experience. He has worked at several firms, including Prime Capital Investment Advisors, LLC, 20/20 Capital Management, Inc., RB Capital Management, LLC, and The Lamont Group. Outside of his advisory work, he serves as a trustee for a family trust and is involved as an insurance agent. SB Advisory, LLC is a multi-team advisory firm managing approximately $1.1 billion for over 2,600 clients, including individuals, businesses, and retirement plans. The firm primarily delivers non-discretionary investment advice, utilizing mutual funds, ETFs, individual equities, and outside managers through fundamental, technical, and qualitative portfolio analysis.

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.

Santiago Padruno is a financial advisor at Alterna Wealth Management, Inc. in Houston, TX, holding a Series 66 designation and six years of industry experience. He has previously worked at Bank of America, Merrill, and Alterna Securities. Outside of advising, he is the owner of a dormant salsa company named PicaRico. Alterna Wealth Management provides investment advisory and portfolio management services to individuals, high-net-worth clients, trusts, estates, institutions, and charitable organizations, with a client base that includes many international referrals. 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.

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.

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® professional with seven years of industry experience, currently serving as an advisor at Brownlee Wealth Management in Fort Worth, TX. His prior roles include positions at New Planner Collective, LLC, Black River Capital, LLC, and Hill Investment Group. Outside of advising, he is a managing member of New Planner Collective, where he creates coursework and produces content. Brownlee Wealth Management provides financial planning and investment management services to individuals, high-net-worth clients, and businesses, with a focus on employees of large energy companies. The firm employs a Modern Portfolio Theory-based approach, favoring passive, buy-and-hold portfolios and tax-aware strategies, and uses a flat fee model rather than asset-based 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.

Palmer White is a CFP® with one year of industry experience, currently serving as a financial advisor at Life Line Wealth Management LLC. His prior employment includes roles at Northwestern Mutual and Life Line Financial Group. Outside of finance, he has worked in the nightclub industry and spent five years at Chadron State College. Life Line Wealth Management LLC is a small team-based registered investment adviser managing approximately $557.6 million in assets. The firm primarily serves individual clients, trusts, and small business entities, focusing on passive, asset-allocation strategies using ETFs while integrating other asset classes as appropriate.

Benjamin Mccue is a CFA® charterholder with seven years of industry experience. He has worked at Goodman Financial Corporation since 2020 and previously was with MUFG Securities Americas Inc. from 2018 to 2020. 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 combining fundamental research and macro analysis, generally implementing portfolios with individual equities and bonds rather than layered mutual funds.

Joshua Coughran is a financial advisor with Titan Retirement Advisors LLC, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He has been with Titan Retirement Advisors since 2012 and is also involved in real estate brokerage through Coughran Commercial, Inc., which he has managed since 2004. Titan Retirement Advisors serves individuals, high-net-worth clients, corporate retirement-plan sponsors, and trusts, providing portfolio management and a range of retirement-plan services. The firm employs strategic and tactical asset-allocation techniques primarily through ETFs and mutual funds and emphasizes ERISA fiduciary services with a small advisory team managing a large discretionary asset base.

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.