Colin Monteith is a financial advisor at Altruist Advisors LLC with three years of industry experience and holds a Series 66 credential. His prior roles include positions at Ameriprise and Morgan Stanley. Outside of advising, he assists with bookkeeping and payroll management for his family ranch’s cattle and hunting business in Texas. Altruist Advisors serves individual investors, trusts, and estates by providing discretionary portfolio management and financial planning through a team of six affiliated advisers. The firm utilizes a blend of fundamental, technical, and quantitative analysis alongside model-based portfolios accessed via its proprietary technology platform.

Emile Niyonkuru is a financial advisor at Granite Harbor Advisors, Inc. in Houston, TX, holding Series 63 and Series 65 licenses with one year of industry experience. His prior work includes roles at Charles Schwab & Co., Inc. and financial advisory firms, alongside service in the United States Marine Corps. Granite Harbor Advisors serves individual and high-net-worth clients as well as institutional sponsors, offering asset management, financial planning, and retirement plan consulting. The firm is notable for sponsoring and advising multiple private funds and utilizes a diverse range of securities and investment strategies across its portfolio offerings.

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.

Christiaan Graf is a financial advisor at KDK Private Wealth Management in Houston, TX, holding Series 63, Series 66, and Series 65 licenses with 10 years of industry experience. He previously worked at Mercer Global Advisors Inc. and Kanaly Trust Services. KDK Private Wealth Management manages approximately $584.6 million in primarily discretionary assets for individuals, trusts, estates, charitable organizations, and business entities. The firm offers comprehensive wealth management services through customized portfolios based on a multi-faceted investment approach and sponsors multiple private funds.

Melody Laser is a financial advisor at Financial Synergies with a Series 65 credential and two years of industry experience. Prior to joining Financial Synergies Wealth Advisors in 2024, she worked at Willis Johnson & Associates and held positions at the University of Houston and Lone Star College. Financial Synergies serves a diverse client base including individuals, retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm employs diversified, allocation-driven portfolios and offers a goals-based Pathway program, managed-account solutions, and sub-advisory relationships tailored through third-party platforms and overlay capabilities.

Clifton Moran is a financial advisor with Portfolio Advisory Council, L.L.C. in Houston, TX, holding Series 65 and Series 66 credentials and six years of industry experience. His work history includes roles at RBC Wealth Management, U.S. Capital Advisors LLC, Kestra Financial, and Fidelity Investments. Portfolio Advisory Council, L.L.C. serves individual investors—including high-net-worth clients—corporations, pension and profit-sharing plans, Taft-Hartley plans, and charitable institutions, providing financial planning, retirement-plan consulting, and investment management. The firm uses a growth-and-income approach with fundamental, technical, and cyclical analysis to manage diversified portfolios typically 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 multiple Oak Harvest entities since 2010 and also manages his own consulting firm. Sharpe serves as president of Oak Harvest Financial Group, a holding company, and Oak Harvest Insurance Services, an insurance agency. Oak Harvest Investment Services provides portfolio management, financial planning, and retirement plan sponsor services to individuals, families, and high-net-worth clients. The firm offers both discretionary and non-discretionary management, utilizing a range of investment vehicles including mutual funds, ETFs, equities, and fixed-income securities, with ongoing account monitoring and periodic reviews.

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 at Oak Harvest Investment Services in Houston, TX, holding a Series 65 designation with eight years of industry experience. He has been with Oak Harvest Investment Services since 2016 and is also associated with Oak Harvest Financial Group since 2013. Oak Harvest Investment Services provides portfolio management, financial planning, and retirement plan sponsor services to individuals, families, and high-net-worth clients. The firm offers both discretionary and non-discretionary management, constructing investment programs tailored to client goals using mutual funds, ETFs, equities, and fixed-income securities, and manages an affiliated long/short hedged equity mutual fund.

James Mc Farland is a financial advisor at Oak Harvest Investment Services in Houston, TX, holding a Series 65 designation 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 provides portfolio management, financial planning, and consulting services to individuals, families, high-net-worth clients, and retirement plan sponsors. The firm manages individual accounts and an open-end mutual fund, employing both long-term and short-term trading strategies across multiple investment vehicles.

Nathan Burleson is a CFP® with Heritage Wealth Management in Houston, TX, where he has worked since 2023. He has prior experience with PFS Investments Inc. and served in roles at the University of Houston. Burleson’s background also includes a variety of positions in education and business operations. Heritage Wealth Management is a team-based firm serving individuals, high-net-worth clients, and trusts with financial planning and investment advisory services. The firm manages approximately $357 million in discretionary assets and offers a combination of wrap fee programs, managed non-wrap accounts, and separately managed-account sleeves with a focus on tax efficiency and diversified solutions.

Robert Lee is a financial advisor with Sovereign Wealth Advisors LLC in Houston, TX, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at Sovereign Wealth Advisors since 2017 and has concurrent experience with LPL Financial since 2014, as well as a prior role at Independent Bank. Additionally, he serves as an adjunct professor at Houston Community College. Sovereign Wealth Advisors LLC serves individuals, trusts, retirement plans, and corporate clients by providing portfolio management, financial planning, retirement-plan consulting, and educational seminars. The firm combines fundamental and technical analysis in its investment approach and offers a broad range of services, including access to sponsored advisory programs and third-party manager platforms.

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.

Glenn Royal is a CFP® professional with 31 years of industry experience, currently serving at RHP Wealth Management. His career includes roles at Royal Harbor Partners, Purshe Kaplan Sterling Investments, Bank of America, and Merrill Lynch. RHP Wealth Management is a five-advisor team managing approximately $345 million in discretionary assets for individuals, trusts, estates, and various organizations. The firm employs a diversified, tax-aware investment approach with multiple model strategies and offers services ranging from discretionary investment management to retirement plan consulting.

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 a financial advisor at Finamex Asset Management, LLC with four years of industry experience. She holds the Series 65 and Series 63 designations. Her prior roles include positions at Finamex International, LLC and founding Profit By Laura. Finamex Asset Management, LLC provides portfolio management, financial planning, and consulting services primarily to high-net-worth individuals in Mexico, as well as institutional clients such as pension fund managers and businesses. The firm uses a combination of Modern Portfolio Theory with tactical and rule-driven strategies, managing many accounts on a non-discretionary basis that require client authorization for trade execution.