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 been in the industry since 2026 and previously worked with Catalyst Financial Group LLC and Innovation Partners LLC during the same period. Outside of finance, he has been involved with several educational and recreational organizations, including Quince Orchard Swim and Tennis Club, College of the Holy Cross, Bethesda Country Club, Sandy Springs High School, and Rosa M. Parks Middle School. Catalyst Wealth Management LLC provides portfolio management and retirement-plan services to individuals, high-net-worth clients, and employer retirement plans, managing approximately $105 million in assets for around 9,549 clients. The firm operates primarily through turnkey asset management programs and 401(k)/403(b) plan administration, using a combination of fundamental and technical analysis within a long-term trading framework.

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.

Joselyn Pfeil is a financial advisor with Skybound Wealth USA in Houston, TX, holding a Series 66 designation and six years of industry experience. She previously worked at Bank of America and Merrill from 2019 to 2025 and has experience in wealth and wellness training. Skybound Wealth USA serves individuals, families, and internationally mobile clients, offering investment management, financial planning, and cross-border pension advice, with a focus on UK pension transfers and estate planning coordination. The firm utilizes a centralized investment governance framework and manages most client assets on a non-discretionary basis.

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 financial advisor at FCA Corp with a Series 65 designation and three years of industry experience. He previously worked at Griffith & Associates Financial & Estate Planning Services and has banking experience with 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 across multiple asset classes while offering ongoing supervision and additional consulting services.

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 five years of industry experience. He holds a Series 65 credential and previously worked at CBRE Group, Inc and Hess Corporation. In addition to his advisory role, Huddleston is licensed to sell insurance products through unaffiliated companies and receives commission-based compensation for these sales. Early McClintic & McMillan, LLC serves individuals, families, high-net-worth clients, retirement plan sponsors, and foundation trustees, offering portfolio management, financial planning, pension consulting, and adviser selection. The firm employs a blend of quantitative and qualitative analysis to tailor asset allocation and diversification, utilizing third-party managers and model portfolios, and participates in a wrap-fee Separately Managed Account program through Raymond James Consulting Services.

Jonathan Mc Carty is a CFP® and CFA® with 12 years of industry experience, currently serving as a financial advisor at RIA Advisors since 2023. His prior experience includes roles at JPMorgan Chase Bank, N.A., JPMorgan Securities LLC, Bank of America, N.A., and Merrill Lynch. He is also an agent with RIA Insurance Agency LLC, earning commission-based compensation. 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 and employs a blend of fundamental and technical analysis, value investing, and Modern Portfolio Theory in its investment approach.

Hooman Amiralai is a financial advisor at Brasada Capital Management, LP with 12 years of industry experience. He holds a Series 65 designation and is based in Houston, TX. 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 also serves 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.

Joshua Clancey is a financial advisor at Skybound Wealth USA with a Series 65 credential and one year of industry experience. His prior work includes roles at Indigo Financial Analysis & Consultancy, Hansard Global PLC, Causeway, Praemium, and Friends Provident International. Skybound Wealth USA serves individuals, families, and internationally mobile clients by providing investment management, financial planning, and cross-border pension advice, including UK pension transfer services. The firm employs a centralized investment governance framework and primarily manages client assets on a non-discretionary basis.

Timothy Lucio is a financial advisor with Saxon Financial Group in Houston, TX, holding Series 63 and Series 65 licenses and seven years of industry experience. He has worked at Saxon Financial Group and affiliated entities since 2018 and previously held roles at Raymond James Financial Services Advisors and Axa Advisors. His other business activities include supporting financial planning, investments, trading, and operations at Saxon Financial Group. Saxon Financial Group manages approximately $616 million in client assets through a 12-advisor team, serving individuals, trusts, estates, businesses, and retirement plans. The firm offers investment management, financial planning, and retirement-plan advisory services, using model portfolios with a range of asset types and a fiduciary approach.

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 with Westpark Wealth Advisors, Inc. in Houston, TX, holding a Series 63 designation and bringing 32 years of industry experience. He has worked with Westpark Wealth Advisors since 2002 and with Calton & Associates, Inc. since 2017. Riley is also the owner of J. Riley Investments, an advisory business providing securities and advisory services. Westpark Wealth Advisors offers investment advisory and financial planning services to individuals, including high-net-worth clients, as well as trusts, estates, pension and profit-sharing plans, and business entities. The firm employs a range of strategies and often manages client assets on a non-discretionary basis, involving clients in trade approvals.

Justin Smith is a financial advisor with Westpark Wealth Advisors, Inc. in Houston, TX, holding Series 63 and Series 65 licenses with 21 years of industry experience. He has been associated with IMS Financial Advisors, Inc. since 2007. Outside of advising, he owns and operates The Smith Group, a fixed and traditional insurance agency, and serves as a volunteer director on the board of Angleton Christian School. 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 variety of investment strategies and often manages assets on a non-discretionary basis, involving clients in trade approvals.

Derrick Dees is a financial advisor with The Clarus Group in Houston, TX, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He previously worked for Raymond James Financial Services Advisors Inc. from 2012 to 2023. Outside of advisory roles, Dees is involved in agriculture and construction businesses, including ownership of cattle ranching operations and a construction company focused on residential remodeling. The Clarus Group offers discretionary investment management and comprehensive wealth management services to individuals, trusts, estates, businesses, and retirement plans. The firm constructs customized portfolios centered on absolute return, capital preservation, income generation, tax minimization, and cash management, primarily using ETFs and mutual funds while incorporating various other investment vehicles as appropriate.