Mohamed Eldawy is a financial advisor at Vestech Asset Management Inc. in Houston, TX, with 11 years of industry experience. He holds the Series 66 designation and has worked at firms including Morgan Stanley and Mass Mutual Investors Services. Outside of his advisory role, Eldawy is involved in several consulting and entrepreneurial ventures, including software development companies, mobile application projects, and insurance agencies. Vestech Asset Management provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, and corporations. The firm utilizes a combination of fundamental, technical, and cyclical analysis to assign clients to targeted asset-allocation model portfolios, and it employs a range of investment strategies including derivatives and third-party sub-management.

Jacob Lewis is a financial advisor at Endeavor Advisors, LLC in Houston, TX, with seven years of industry experience. He holds the CFP® and ChFC® designations and has worked at Northern Trust for 17 years prior to joining Endeavor Advisors. Endeavor Advisors serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans with discretionary investment management, family office and wealth management, and standalone financial planning. The firm uses long-term investment strategies combining fundamental and technical analysis and offers a family office–style service model.

Christiaan Graf is a financial advisor at KDK Private Wealth Management with 11 years of industry experience. He holds the Series 63, Series 66, and Series 65 designations. Prior to joining KDK in 2021, he worked at Mercer Global Advisors Inc., Kanaly Trust Services, AllianceBernstein L.P., and Sanford C. Bernstein & Co., LLC. KDK Private Wealth Management serves individuals, trusts, estates, charitable organizations, and business entities by providing comprehensive wealth management that integrates investment management, financial planning, and consulting. The firm utilizes a customized, asset-allocation approach based on Modern Portfolio Theory and various analytical methods, managing primarily discretionary portfolios with a typical minimum of $5 million.

Melody Laser is a CFP® with one year of industry experience, currently serving at Financial Synergies in Houston, TX. Before joining Financial Synergies Wealth Advisors, she worked at Willis Johnson & Associates and held roles at the University of Houston and Lone Star College. Financial Synergies serves individuals, retirement plans, trusts, estates, charitable organizations, and businesses, providing investment management and financial planning with a diversified asset-allocation approach that includes mutual funds, ETFs, equities, bonds, structured products, and digital assets. The firm is noted for offering performance-based fee arrangements to eligible clients and maintaining documented policies to manage conflicts.

Clifton Moran is a financial advisor at Portfolio Advisory Council, L.L.C. in Houston, TX, holding Series 65 and Series 66 licenses with six years of industry experience. His prior roles include positions at RBC Wealth Management, U.S. Capital Advisors LLC, Kestra Financial, and Fidelity Investments. Portfolio Advisory Council serves individual investors, corporations, pension and profit-sharing plans, and charitable institutions by providing financial planning, retirement-plan consulting, and investment management. The firm employs a growth-and-income investment approach, using fundamental, technical, and cyclical analysis to create individualized portfolios managed primarily on a discretionary basis.

Troy Sharpe is a CFP® with 11 years of industry experience and is affiliated with Oak Harvest Investment Services in Houston, TX. He has held leadership roles at several related entities, including Oak Harvest Financial Group and Oak Harvest Insurance Services, where he serves as president. Sharpe also manages his own consulting firm, Troy Sharpe Consulting, LLC. Oak Harvest Investment Services is a team advisory firm serving individuals, families, high-net-worth clients, and retirement plan sponsors. The firm provides portfolio management, financial planning, and consulting services, managing accounts on a discretionary basis using a combination of fundamental, technical, and value/cyclical analysis.

Christopher Behan is a financial advisor with RIA Advisors in Houston, TX, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His prior roles include positions at Charles Schwab & Co. from 2008 to 2021 and Haven Wealth Group in 2021. Outside of his advisory work, he assists with his wife's consulting business, which focuses on improving individual and team performance using the DISC model of human behavior. RIA Advisors provides fee-based portfolio management and financial planning to individual clients, charitable organizations, small businesses, and tax-qualified 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.

Oscar Castro is a financial advisor at Saxon Financial Group in Houston, TX, holding a Series 65 designation with two years of industry experience. He has been with Saxon Financial Group since 2022. 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, utilizing model portfolios with a long-term orientation and a research process based on fundamental and cyclical analysis.

Christopher Myrick is a financial advisor with Oak Harvest Investment Services in Houston, TX. He holds the Series 65 designation and has nine years of industry experience, including more than a decade with Oak Harvest-related firms. Oak Harvest Investment Services serves individuals, families, high-net-worth clients, and retirement plan sponsors with portfolio management, financial planning, and consulting. The firm manages accounts on a discretionary basis, integrating financial planning and risk profiling with a mix of analytical approaches across various asset classes.

James Mc Farland is a Series 65-registered financial advisor at Oak Harvest Investment Services in Houston, TX, with nine years of industry experience. He has been with Oak Harvest Financial Group and Oak Harvest Investment Services since 2016 and previously worked at Morgan Stanley. Oak Harvest Investment Services is a team advisory firm serving individuals, families, high-net-worth clients, and retirement plan sponsors. The firm provides portfolio management, financial planning, consulting, and plan-sponsor services, managing accounts on a discretionary basis and integrating financial planning with risk profiling and portfolio monitoring across various asset classes.

Nathan Burleson is a CFP® professional with Series 63 registration, currently serving at Heritage Wealth Management in Houston, TX. He has three years of experience in the financial industry, including prior roles at PFS Investments Inc. and the University of Houston. Outside of finance, he has worked in varied fields such as youth sports and small business operations. Heritage Wealth Management serves individuals, high-net-worth clients, and trusts by providing financial planning, estate-planning facilitation, and investment advisory services. The firm constructs diversified portfolios using mutual funds, ETFs, and separately managed accounts for tax efficiency, and sponsors a wrap fee program to support client needs.

Robert Lee is a financial advisor with Sovereign Wealth Advisors LLC in Houston, TX, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. His prior roles include positions at LPL Financial, Merrill, J.P. Morgan Securities Inc., and Banc One Securities Corporation. He also serves as an adjunct professor at Houston Community College. Sovereign Wealth Advisors LLC provides investment advisory and financial planning services to individuals, trusts, retirement plans, and other entities, managing portfolios that may include ETFs, mutual funds, individual equities, and fixed-income securities. The firm employs a mix of analytical methods and offers services through both direct management and multiple sponsored programs.

Andrew Aldrett is a financial advisor at Saxon Financial Group in Houston, TX. He holds a Series 65 designation and has recently entered the industry with less than one year of experience. Prior to joining Saxon Financial Group, his work history includes positions at Saxon Interests, Inc., Ben E. Keith, Uber, and the University of North Texas. Saxon Financial Group serves individual and high-net-worth clients, as well as trusts, estates, businesses, and retirement plans, offering investment management, financial planning, and retirement-plan advisory services. The firm employs a primarily long-term investment approach using model-based and customized portfolios across a range of asset classes and maintains institutional relationships with major custodians to support its services.

Alfred Brady III is a financial advisor at MBR Financial in Houston, TX, holding Series 63 and Series 66 licenses with 35 years of industry experience. He has worked at MBR Financial since 2011 and previously spent seven years with Purshe Kaplan Sterling Investments. Outside of advising, he is involved in real estate house flipping with his wife. MBR Financial serves individuals, high-net-worth families, and certain pension and profit-sharing plans with financial planning, estate planning, and investment and wealth management services. The firm uses a proprietary top-down asset-allocation process combined with quantitative and qualitative analysis, and offers performance-based fee arrangements for qualified clients and alternative investment options.

Michael Minter is a CFP® professional with 16 years of experience, currently serving at Financial Synergies Wealth Advisors, Inc. in Houston, Texas, where he has worked since 2003. Financial Synergies serves individuals, retirement plans, trusts, estates, charitable organizations, and corporate clients, providing investment management, financial planning, and held-away account advisory services. The firm utilizes diversified, allocation-driven portfolios and incorporates third-party platforms and sub-advisors to tailor portfolios, offering unique features such as performance-based fee arrangements under a high-watermark approach.

Erandathi Shaw is a CFP® and holds a Series 66 designation, with 16 years of industry experience. She has been with Tanglewood Legacy Advisors, LLC since 2016. Tanglewood Legacy Advisors serves individuals, high-net-worth clients, business entities, trusts, estates, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management alongside financial planning and consulting services, employing customized portfolios with actively managed mutual funds, ETFs, and less-liquid instruments under a structured investment approach.

Paul Troyer is a CFP® professional with 20 years of industry experience, currently serving at Franklin, Parlapiano, Turner & Welch LLC since 2010. He is based in Houston, TX, and is part of a five-advisor team. Franklin, Parlapiano, Turner & Welch LLC advises high-net-worth individuals, trusts, and estates, offering fee-only asset management and comprehensive financial planning through its Managed Account Program. The firm employs a client intake process and Investment Policy Statement to allocate portfolios among seven model strategies and utilizes fundamental analysis to select investments, managing approximately $811 million in discretionary assets as of December 31, 2025.

Laura Munoz Alarcon is an advisor at Finamex Asset Management, LLC with four years of industry experience. She holds Series 65 and Series 63 licenses and has worked with Finamex International, LLC and Finamex Asset Management since 2016. Prior to her current roles, she operated Profit By Laura and was involved with Productos Lauris. Finamex Asset Management serves primarily high-net-worth individuals in Mexico as well as institutional clients such as pension fund managers and businesses. The firm offers portfolio management, financial planning, and consulting using a blend of Modern Portfolio Theory, tactical asset allocation, and rule-driven strategies, with a notable operational emphasis on predominantly non-discretionary asset management.

James Kim is a CFP® and PFS™ with 14 years of experience in financial advisory services. He is currently an Investment Advisor Representative with Westpark Wealth Advisors, Inc. in Houston, TX, and has also worked at Calton & Associates, Inc. since 2017 and IMS Securities, Inc. from 2012 to 2017. In addition to his advisory role, Kim is a managing member of JHK Financial and a partner at Lee & Kim CPAs, where he provides CPA and tax services. Westpark Wealth Advisors serves individuals, trusts, estates, pension and profit-sharing plans, and business entities with investment advisory and financial planning services. The firm employs a variety of strategies, including long- and short-term investing, option writing, and third-party money manager arrangements, with many client assets managed on a non-discretionary basis requiring client trade approval.

Jason Scarcella is a financial advisor at The Advisory Resource Group, LLC with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including SII Investments and Compass Pointe Financial. He is also involved as a fixed insurance agent and owner of Compass Pointe Financial, dedicating limited monthly time to that activity. The Advisory Resource Group, LLC serves individuals, employee-sponsored retirement plans, trusts, and other entities with discretionary and non-discretionary investment management and financial planning. The firm manages approximately $809 million across about 712 client relationships, using a team-based research process and a diversified portfolio approach that includes mutual funds, ETFs, and individual securities.