Thomas Bruce is a Series 65 credentialed advisor at Tanglewood Total Wealth Management, Inc. in Houston, TX. He joined the firm in 2024 and previously worked at Ned Davis Research and Benzinga. Tanglewood Total Wealth Management serves individuals, high-net-worth clients, and institutional and retirement-plan clients, offering discretionary portfolio management and wealth-planning services. The firm uses customized investment policy statements and an asset-allocation process focused on mutual funds, ETFs, and individual bonds, with options for tax-aware management and client-directed allocations.

Thomas Allen is a financial advisor at RIA Advisors in Houston, TX, holding a Series 65 designation with 12 years of industry experience. His prior roles include positions at Retirement Plan Consultants and Index Fund Advisors. Outside of finance, he is a passive financial partner in a local fitness facility, District H Strength & Fitness. RIA Advisors provides fee-based portfolio management and financial planning services 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.

Austin Rodriguez is a financial advisor with Catalyst Wealth Management LLC, holding a Series 66 designation and two years of industry experience. Prior to joining Catalyst, he held positions at Innovation Partners LLC and Range Realty Advisors. He is also a licensed insurance agent and registered representative. Catalyst Wealth Management LLC provides portfolio management and retirement-plan services primarily to individuals, high-net-worth clients, and employer retirement plans, managing approximately $105 million in assets across about 9,549 clients. The firm employs a non-discretionary approach using turnkey asset management programs and emphasizes investment suitability through documented client objectives and advisory support.

Javier Nicieza Arias is a financial advisor at Alterna Wealth Management, Inc. with one year of industry experience. He holds a Series 66 designation and previously worked at Credit Suisse for five years. Alterna Wealth Management provides investment advisory and portfolio management services to individuals, high-net-worth clients, trusts, estates, institutions, and charitable organizations, primarily serving clients outside the United States, especially in Latin America. The firm emphasizes global diversification and dynamic investment strategies, supported by affiliated entities that facilitate cross-border market access.

James Rouse is a CFP® with 23 years of industry experience and has been with Pin Oak Investment Advisors, Inc. in Houston, TX since 1989. He holds a Series 63 license and is part of a five-advisor team at the firm. Pin Oak Investment Advisors manages approximately $672 million for about 302 clients, including individuals, family offices, trusts, estates, and charitable organizations. The firm employs fundamental and cyclical analysis for discretionary management of publicly traded securities and offers a range of services including financial planning and family office services, while also sponsoring multiple affiliated private funds.

Brandon Gay is a financial advisor with Sovereign Wealth Advisors LLC in Houston, TX. He holds Series 63 and Series 65 designations and has 16 years of industry experience. Prior to joining Sovereign Wealth Advisors, he worked at LPL Financial for 10 years. Sovereign Wealth Advisors LLC provides investment advisory and financial planning services to individuals, trusts, retirement plans, and other entities. The firm employs a range of analytical methods across diversified portfolios and offers ongoing portfolio management, financial planning, and consulting services.

Coleman Davis is a financial advisor at Catalyst Wealth Management LLC with four years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including GWN Securities Inc and Equitable Advisors, LLC. Davis is also a licensed insurance agent and registered representative, offering commissionable products alongside his advisory services. Catalyst Wealth Management LLC provides ongoing portfolio management and advisory services primarily to individual and high-net-worth clients, including retirement plan participants. The firm employs a long-term trading approach using fundamental and technical analysis and manages accounts on a non-discretionary basis through various Turnkey Asset Management Programs.

Ariel Tacher is a financial advisor with Vizcaya Capital, LLC in Houston, TX, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at IPG Investment Advisors, LLC and Bank Hapoalim. He is the sole member of J Stambler Wealth LLC, through which he provides advisory services to Vizcaya Capital. Vizcaya Capital primarily serves high-net-worth individuals, sophisticated investors, and institutional clients, offering discretionary and non-discretionary portfolio management as well as sub-advisory services to third-party money managers and private pooled funds. The firm is notable for its involvement with private funds and pooled vehicles, including offshore segregated portfolio structures, and serves a significant non-U.S. investor base.

Jordan Mathews is a Series 65-licensed advisor with Ascension Capital Advisors, Inc. in Houston, TX, where he has worked since 2016. He has 15 years of industry experience. Outside of his advisory role, he serves as vice president and investment committee member for the D. Truitt and Lorna Davis Foundation, a charitable organization focused on early childhood education. Ascension Capital Advisors is a team of nine professionals serving individuals, retirement plans, charitable organizations, and small businesses. The firm offers portfolio management, retirement consulting, financial planning, and private placement consulting, with an investment approach that emphasizes tailored asset allocation and formal educational programs for clients and plan participants.

Crystal Hebert is a financial advisor at Haven Wealth Group in Houston, TX, holding a Series 65 designation with nine years of industry experience. She has been with Haven Wealth Group since 2010 and previously worked at Industrial Thermal Solutions. Haven Wealth Group provides discretionary investment management and comprehensive financial planning for individuals, foundations, pension and 401(k) plans, and some corporations. The firm emphasizes direct selection of individual stocks and bonds, tailoring asset allocations to client risk tolerance and needs, and manages several hundred client relationships.

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 at Skybound Wealth USA with six years of industry experience. She holds a Series 66 designation and previously worked at Bank of America and Merrill. Outside of her advisory role, she was involved with The Wealth and Wellness Training Company, focusing on wealth and wellness education. Skybound Wealth USA advises both non-high-net-worth and high-net-worth individuals on wealth management, financial planning, and investment management. The firm offers specialized services for U.K. pension assets and emphasizes a financial-planning-led approach, often managing assets on a non-discretionary basis with client approval required for portfolio changes.

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 in Houston, TX, holding a Series 65 credential with two years of industry experience. His prior work includes roles at Griffith & Associates Financial & Estate Planning Services and banking positions at CIBC Bank Canada and HSBC Bank Canada. FCA provides portfolio management, comprehensive financial planning, and consulting services to individuals, trusts, estates, charitable organizations, corporations, and investment companies. The firm’s investment approach is based on fundamental analysis, with customized portfolios managed on a discretionary or non-discretionary basis using mutual funds, ETFs, and select option strategies.

Saif Omer is a financial advisor at E & G Advisors, LLC in Houston, TX, holding Series 63 and Series 65 designations with 14 years of industry experience. He has been with E & G Advisors since 2012. E & G Advisors, LP provides discretionary portfolio management and retirement-plan advisory services to individuals, family limited partnerships, trusts, estates, corporations, and charitable organizations. The firm manages approximately $608 million in discretionary assets and employs an investment process based on Modern Portfolio Theory combined with macroeconomic analysis and fundamental research.