Jennifer Youngblood is a financial advisor with Horizon Wealth Advisors in Houston, TX, holding eight years of industry experience. She previously worked at Maddox, Thomas & Associates, P.C. for 13 years. Horizon Wealth Advisors is an independent, fee-only wealth management firm serving individuals, trusts, pension plans, and other entities, typically with substantial investable assets. The firm provides comprehensive financial planning and discretionary portfolio management using diversified portfolios that include mutual funds, ETFs, individual securities, and outside managers.

James Hamilton is a financial advisor with Portfolio Advisory Council, L.L.C. in Houston, TX, holding Series 63 and Series 65 credentials and over 31 years of industry experience. He has worked at Mutual Securities, Inc. and Cambridge Investment Research, Inc., and has been with Portfolio Advisory Council for 30 years. Outside of his advisory role, Hamilton serves as a director of the Midtown Business Network, is a trustee overseeing church finances at Northeast Houston Baptist Church, and is a board member of Municipal Utility District No. 83 of Texas. Portfolio Advisory Council, L.L.C. provides financial planning and portfolio management to individuals, corporations, pension and profit-sharing plans, Taft-Hartley plans, and charitable institutions. The firm employs a growth-and-income investment approach using a mix of mutual funds, ETFs, individual stocks and bonds, REITs, and options, combining fundamental, technical, and cyclical analysis.

Dante Milanesi is a financial advisor at MDT Financial Advisors, LLC with five years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Advisors and Willis Johnson and Associates before joining MDT Financial Advisors. MDT Financial Advisors serves individuals, pension and profit-sharing plans, charitable organizations, and corporations by providing wealth and investment management, financial planning, consulting, and fiduciary services. The firm employs a combination of active and passive investment strategies and often manages client assets on a discretionary basis.

Danny Armstrong is a financial advisor with Westpark Wealth Advisors, Inc. in Comanche, TX, holding a Series 63 designation and over 33 years of industry experience. He has worked at Westpark Wealth Advisors since 2002 and Calton & Associates since 2017. Outside of his advisory work, Armstrong is involved in rodeo announcing and sports broadcasting for a local radio station and provides care for a special needs family member. Westpark Wealth Advisors serves a diverse client base including individuals, trusts, estates, and business entities, offering investment advisory and financial planning services. The firm employs a variety of investment strategies and manages approximately $229.3 million in assets as of year-end 2024.

Mariana Martinez Cabral Torres is a financial advisor at Finamex Asset Management, LLC with one year of industry experience. She holds a Series 66 designation and has worked at several firms including Grupo Financiero Santander Mexico and Casa de Bolsa Banorte S.A. de C.V. Prior to her current role, she was employed at Instituto Tecnológico y de Estudio and Base Ilustre de Mexico. Finamex Asset Management provides investment advisory and financial planning services to individuals, families, trusts, and businesses. The firm combines a Modern Portfolio Theory core with tactical asset allocation and proprietary models to construct portfolios focused on risk-adjusted, after-tax net returns.

Adam Cervantes is a CFP® professional with three years of industry experience. He is currently an advisor at RIA Advisors and previously worked at Avior Wealth Management, The Financial Advisory Group, and the Practice Advisory Group. Outside of his advisory role, he owns and operates a small LLC where he performs mechanical and auto body work on vehicles for friends and family as a weekend hobby. RIA Advisors provides fee-based investment management and financial planning services to individuals, including high-net-worth clients, as well as institutional retirement plans. The firm employs a mix of fundamental and technical analysis within a Modern Portfolio Theory framework to manage portfolios on a discretionary basis and offers specialized plan-level services for ERISA-qualified plan sponsors.

Fredrick Jackson is a financial advisor at Westpark Wealth Advisors, Inc. in Houston, TX, holding Series 63 and Series 65 licenses with 26 years of industry experience. He previously worked at Ims Securities, Inc. for 11 years and has been associated with Calton & Associates, Inc. since 2017. Outside of his advisory role, Jackson is employed as a tax preparer at H&R Block and is a partner involved in asset management and underwriting with Aspire LLC. 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 various investment strategies and offers portfolio management through wrap-fee programs and third-party managers, serving clients with both discretionary and non-discretionary arrangements.

Ryan Mason is a financial advisor at Lavaca Capital, LLC with four years of industry experience. He holds a Series 65 designation and previously worked at Bank of America Merrill Lynch from 2018 to 2021. Mason also has experience in academic roles at Howard Payne University. Lavaca Capital, LLC provides discretionary investment advisory and sub-advisory services to institutional and high-net-worth clients, including asset managers, registered investment advisers, and family offices. The firm employs equity and option strategies aimed at risk-adjusted returns and downside protection, managing approximately $421 million in assets across about 21 client relationships as of December 2024.

Kim Petersen is a financial advisor at Checchi Capital Advisers, LLC with two years of industry experience. Prior to joining Checchi Capital Advisers, Kim worked as a self-employed consultant and held roles at Work America Capital/Varsity Hype. Kim serves on the boards of EDEN Grow Systems, a sustainable farming start-up, and the Feed the Future Foundation, a charitable organization focused on sustainable farming outreach and education, among other nonprofit and educational councils. Checchi Capital Advisers, LLC manages discretionary portfolios for high-net-worth individuals, institutions, and other advisers, using proprietary quantitative models to approximate the global investable market. The firm’s investment approach incorporates index replication, tax optimization, and transaction-cost reduction strategies across separate accounts and pooled vehicles.

Robert Kasten is a financial advisor at Robertson Investment Management in Houston, TX, with 42 years of industry experience. He holds a Series 63 designation and has worked with firms including OSAIC, Securities America, Inc., and First Allied Advisory Services, Inc. Robertson Investment Management serves a diverse client base including individuals, families, trusts, pensions, corporations, and banks. The firm offers portfolio management, financial planning, family office services, corporate finance, and private placement opportunities, utilizing both in-house expertise and third-party managers across multiple equity strategies with a typical investment horizon of three to five years.

Maria De Lima Velez is a financial advisor at Icon Wealth Partners with two years of industry experience. She holds a Series 65 designation and has previously worked at Arete Investments, Quest Trust Company, and ABLC of Houston. Outside of advising, she has been involved with Arete Insurance Services as an insurance agent focusing on client onboarding, service, analysis, and case preparation. Icon Wealth Partners is a multi-advisor wealth management firm serving individuals, high-net-worth clients, trusts, estates, charitable organizations, and ERISA plans. The firm employs a long-term, model-driven investment approach that emphasizes low-cost ETFs alongside mutual funds, individual securities, and fixed-income strategies, providing discretionary portfolio management and periodic financial planning.

Bradley Bruna is a financial advisor at 15 Wealth Advisors LLC with 20 years of industry experience. He holds the ChFC® designation and has previously worked with firms including AIG Valic and LPL Financial. Outside of his advisory work, he is involved in a family business focused on sports collectibles. 15 Wealth Advisors serves individual, high-net-worth, pension, and corporate clients by providing investment advisory, financial planning, and employer planning services. The firm employs a multidisciplinary investment approach that includes discretionary management primarily using ETFs, model allocations, and customized strategies, alongside its role as a wrap fee program sponsor and its provision of workplace financial planning services.

Skyler Seidman is a financial advisor at Clear Trail Advisors, LLC in Houston, TX, holding a Series 65 designation with one year of industry experience. He previously worked at Flagship Investment Management LLC and Flagship Capital Partners. Clear Trail Advisors provides investment advisory and planning services to individuals, trusts, retirement plans, and business entities. The firm manages roughly $797 million in discretionary client assets and employs a multi-faceted investment approach that includes fundamental and technical analysis, multi-asset allocation, direct indexing, ETFs, and alternative investments.

Heidi Arneson is a financial advisor with Precedent Wealth Partners, LLC, where she has worked since 2024. She has one year of industry experience and also owns Arneson CPA Group, a tax preparation and business consulting firm. Prior to joining Precedent Wealth Partners, she worked at Noble Wolf I, LLC and Noble Growth Partners. Precedent Wealth Partners is a registered investment adviser managing approximately half a billion dollars for about 165 clients. The firm serves individuals, trusts, estates, corporations, and retirement plans, using a committee-driven investment process that combines asset allocation, active and passive management, and third-party managers.

Christopher Gammon is a financial advisor with WESTPARK WEALTH Advisors, Inc. in Houston, TX, holding CFP®, Series 63, and Series 66 designations and has 32 years of industry experience. He has worked with Calton & Associates, Inc. since 2017 and has been with Westpark Wealth Advisors since 2000. He is the owner and CEO of Westpark Wealth Advisors, leading the firm and overseeing all financial information. Westpark Wealth Advisors provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, and business entities. The firm uses a variety of strategies including long- and short-term purchases, trading, option writing, and third-party manager arrangements, tailoring recommendations to client objectives and risk tolerance with a significant portion of assets managed on a non-discretionary basis.

Jose Beltran is a financial advisor with Monex Asset Management, Inc. in Houston, TX, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Monex Securities, Inc. and work at the University of St. Thomas. Monex Asset Management provides discretionary and non-discretionary investment advisory and consulting services to individuals, high-net-worth clients, corporations, trusts, estates, and charitable organizations. The firm employs a mix of fundamental, technical, and charting analysis across a broad range of investment products and offers both direct management and delegated discretionary management through a sub-advisor.

William Porter is a CFP® with one year of industry experience, currently serving as an advisor at Brasada Capital Management, LP. He previously worked at City National Bank and JP Morgan Private Bank. Brasada Capital Management, LP is an SEC-registered investment adviser that manages a private pooled investment vehicle and provides discretionary portfolio management for separately managed accounts. The firm serves other financial institutions and unaffiliated advisers through sub-advisory arrangements and offers non-discretionary model portfolios to wrap-fee sponsors, employing a bottom-up, long/short equity investment approach supported by fundamental and quantitative analysis.

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.