Zachary Welborn is a financial advisor at Manske Wealth Management, LLC in Houston, TX, holding a Series 65 designation with eight years of industry experience. He has been with Manske Wealth Management since 2014. Manske Wealth Management provides financial planning, consulting, and discretionary investment management services to individuals, trusts, estates, corporations, and business entities. The firm uses a goal-based approach to portfolio construction, incorporating fundamental, technical, and cyclical analysis, and manages approximately $608 million in client assets across a seven-advisor team.

William Levay is a financial advisor with FCA Corp in Houston, TX, holding a Series 65 designation and 18 years of industry experience. He has been with FCA Corp since 2008. Outside of his advisory role, Levay serves as general counsel for First Commonwealth Holdings Corp. and operates his own law office. FCA Corp provides portfolio management, financial planning, and consulting services to individuals, managed entities, and open-end investment companies. The firm uses fundamental analysis and macroeconomic considerations to create customized portfolios and serves as adviser to the Commonwealth International Series Trust.

Emily Walls is a Certified Financial Planner® with seven years of industry experience. She is currently with Ascension Capital Advisors, Inc., where she has worked for six years. Prior to that, she held positions at Purshe Kaplan Sterling Investments, UBS Financial Services, and For Friends and Family, LLC. Outside of her advisory role, she was involved with HomePlate Peanut Butter, indicating experience in entrepreneurial ventures. Ascension Capital Advisors serves individuals, retirement plans, charitable organizations, and small businesses, providing portfolio management, retirement plan consulting, financial planning, and private placement consulting. The firm customizes advice based on client risk tolerance and objectives, employs third-party money managers, maintains defensive cash positions as needed, and offers educational workshops and services, including financial-wellness sessions and private placement consulting for qualified investors.

Mayra Rodriguez is a financial advisor at GBM Wealth Management, Inc. in Houston, TX, holding a Series 66 designation with four years of industry experience. She previously worked at Monex Asset Management, Inc. and Monex Securities, Inc. for three years and has additional experience running a home organization business. 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 range of investment strategies, serving both U.S. and non-U.S. clients with discretionary and non-discretionary accounts.

David Stuyck is a financial advisor at Tanglewood Legacy Advisors, LLC in Houston, TX, holding a Series 66 designation with 26 years of industry experience. He has worked at Tanglewood Legacy Advisors since 2011 and previously held positions at LPL Financial, Bolton Securities Corporation, Cambridge Investment Research Advisors, and Merrill. Tanglewood Legacy Advisors serves individuals, high-net-worth clients, business entities, trusts, estates, and charitable organizations with portfolio management and financial planning services. The firm employs a range of customized asset allocations primarily using actively managed mutual funds and ETFs, alongside less-liquid instruments, and integrates advanced tools including AI within a formal review process.

Stephen Hall is a financial advisor with Sovereign Wealth Advisors LLC in Houston, TX. He holds a Series 63 designation and has 34 years of industry experience. His prior work includes roles at LPL Financial LLC, Cetera, SCH Advisors, LLC, and Associated Planners Investment Advisory Inc. Outside of his advisory work, he maintains an interest in Huckleberry Ventures, LLC, a business entity established for tax and investment purposes. Sovereign Wealth Advisors LLC provides investment advisory and financial planning services to individuals, trusts, retirement plans, and other entities. The firm manages diversified portfolios using fundamental, technical, and cyclical analysis, and offers both discretionary and non-discretionary management through various sponsored programs and third-party managers.

Larry Bell is a CFP® professional with 22 years of industry experience, currently serving at Trinity Legacy Partners, LLC since 2014. He is the managing member of Lifetree Financial, LLC, a company focused on publishing educational materials on financial stewardship, where he engages in writing, publishing, consulting, and public speaking. Additionally, he holds a volunteer board position with Clear Creek Counseling, a nonprofit organization. Trinity Legacy Partners is a fee-only, SEC-registered investment adviser that offers discretionary portfolio management, financial planning, and investment consulting to individuals, trusts, estates, corporations, and charitable organizations. The firm manages diverse securities and sponsors a private pooled investment vehicle employing an options-based strategy for accredited clients.

David Spann is a CFP® professional with 15 years of experience in financial advising, currently serving at Sovereign Wealth Advisors LLC since 2015. He also maintains a role with LPL Financial, where he has worked since 2010. Spann holds a Series 66 license and is involved in providing non-variable insurance products, including life, disability, and fixed annuities. Sovereign Wealth Advisors LLC serves individuals, trusts, retirement plans, and corporate clients by offering portfolio management, financial planning, retirement-plan consulting, and educational seminars. The firm uses a combination of fundamental and technical analysis with various investment strategies and offers access to sponsored advisory programs and third-party manager platforms.

Dwane Bacak is a CFA® charterholder with 17 years of industry experience. He is currently a financial advisor with Oak Harvest Investment Services in Houston, TX, where he has worked since 2023. Prior to this, he spent 27 years at Invesco. Outside of his advisory role, Dwane serves as Chief Financial Officer at Cement Crafters LLC, providing advice to a furniture manufacturing business started by his family. Oak Harvest Investment Services is a team advisory firm serving individuals, families, high-net-worth clients, and retirement plan sponsors. The firm integrates financial planning and portfolio management using a mix of fundamental, technical, and value/cyclical analysis, and manages client accounts on a discretionary basis.

James Leopold II is a financial advisor at Arkos Global Advisors, LLC in Houston, TX, holding Series 63 and Series 65 licenses with 10 years of industry experience. He previously worked at The Prudential Insurance Company of America and Pruco Securities, LLC from 2016 to 2021. Arkos Global Advisors provides financial planning, consulting, and wealth management services to individuals, trusts, estates, charitable organizations, and business entities. The firm uses a combination of fundamental, technical, and cyclical analysis alongside both in-house and third-party research to build diversified, goal-oriented portfolios for retail and high-net-worth clients.

David Belding is a financial advisor at Ascension Capital Advisors, Inc. in Houston, TX, holding a Series 65 designation and bringing 23 years of industry experience. He previously worked at SAGE HARBOR ADVISORS, INC. (formerly Belding Financial Resources, Inc.) for over two decades before joining Ascension Capital Advisors in 2016. Ascension Capital Advisors provides portfolio management, retirement plan consulting, financial planning, and private placement consulting to individuals, retirement plans, charitable organizations, and small businesses. The firm customizes investment strategies based on client risk tolerance and objectives, employs third-party and separate account managers, and offers educational programs including workshops and financial wellness sessions.

Diane Bambace is a financial advisor at Manske Wealth Management, LLC with six years of industry experience. She holds a Series 65 designation and previously worked at Invesco for four years and Lululemon for five years. Manske Wealth Management provides financial planning, consulting, and discretionary investment management to individuals, trusts, estates, corporations, and business entities. The firm uses a goal-based approach to asset allocation, incorporating fundamental, technical, and cyclical analysis, and manages approximately $608 million in client assets across a seven-advisor team.

William Monroe Jr. is a financial advisor at Callahan Advisors, LLC with seven years of industry experience. He holds a Series 65 designation and previously worked at Monroe Capital Management LLC and Bayou City Capital, LLC. 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 complemented by corporate and government debt, ETFs, and money market funds, with portfolio decisions guided by client risk tolerance and long-term objectives.

Francisco Salaverry is a financial advisor at Tanglewood Legacy Advisors, LLC with four years of industry experience. He holds Series 65 and Series 66 licenses and has worked at firms including Wells Fargo Advisor, Morgan Stanley, and Fisher Investments. Tanglewood Legacy Advisors serves individuals, high-net-worth clients, trusts, estates, and charitable organizations, providing portfolio management and financial planning services. The firm uses customized asset allocations primarily implemented with actively managed mutual funds and ETFs, and incorporates less-liquid instruments such as interval funds and structured notes.

Guillermo Pena Facio is a financial advisor at Banorte Asset Management, Inc. with three years of industry experience. He holds a Series 66 designation and has been with Banorte and its affiliated entities since 2023. Prior to his current role, he worked at Tecnologico de Monterrey for seven years and has experience with ventures such as Velez Coaching and TuHabi Mexico. Banorte Asset Management, Inc. serves individual and high-net-worth clients, including trusts and charitable organizations, primarily in Latin America with a focus on Mexican citizens. The firm offers discretionary and non-discretionary portfolio management through traditional and digital programs, using customized portfolios that include a range of assets from fixed income to equities.

Kaitlin Yardley is a CFP® professional with 14 years of experience, currently serving as part of the team at Schaeffer Financial LLC in Houston, TX. She has been with Schaeffer Financial since 2014. Schaeffer Financial serves individuals and families, with a particular focus on federal government employees and foreign nationals holding G-IV visas. The firm provides financial planning, portfolio management, and access to independent third-party portfolio managers, using a process that begins with goal-setting and risk assessment and emphasizes diversified asset allocation and risk management.

Edmund Borgmeier is a financial advisor with Post Oak Private Wealth Advisors in Houston, TX, holding a Series 66 designation and 25 years of industry experience. His career includes roles at Wells Fargo Clearing and UBS Financial Services, as well as operating a sole proprietorship. Outside of advisory work, he is involved in managing a non-investment related business, Belogden Holdings, LLC, alongside his spouse. Post Oak Private Wealth Advisors is a team-based registered investment adviser serving individuals, institutions, trusts, estates, and business entities. The firm manages approximately $391 million across 376 client accounts, employing an investment approach focused on value, safety, quality, and risk control, with offerings that include discretionary portfolio management, financial planning, and access to model and managed-account solutions.

Richard La Font is a financial advisor at Endeavor Advisors, LLC in Houston, TX, holding a Series 65 designation with one year of industry experience. He previously worked at Northern Trust Company for three years, Sentinel Trust Company LBA for four years, and Chiara LaFont & Peden, PLLC for ten years. 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 employs primarily long-term strategies using a combination of individual stocks, ETFs, mutual funds, independent managers, and bonds, integrating fundamental and technical analysis in portfolio construction and monitoring.

Jessica Cannella is a Series 65-licensed financial advisor with Oak Harvest Investment Services in Houston, TX, where she has worked for eight years. She is also affiliated with Oak Harvest Financial Group, with sixteen years of industry experience. Outside of advisory services, she is active as an insurance agent, selling annuities, life, health, and long-term care coverage through various unaffiliated insurance companies. Oak Harvest Investment Services is a team advisory firm serving individuals, families, high-net-worth clients, and retirement plan sponsors with portfolio management, financial planning, consulting, and plan-sponsor services. The firm integrates financial planning, risk profiling, and portfolio monitoring into its discretionary asset-allocation process and also advises an open-end mutual fund while providing educational seminars and online investor resources.

Taylor Wickman is a financial advisor at Prota Financial in Houston, TX, holding a Series 65 designation with three years of industry experience. Prior to his advisory role, he has worked at JAG Aviation, Inc., a family business, for over a decade. Prota Financial offers discretionary investment management and financial planning services to individuals, high-net-worth clients, and small businesses. The firm employs model-based portfolio management, including Sharia-compliant options, and manages $270 million in regulatory assets.