Alan Birsinger is a financial advisor with Wealth Management Group, Inc. in Houston, TX, holding Series 63 and Series 65 licenses with four years of industry experience. His prior work includes roles at Park Avenue Securities and Guardian Life Insurance Company, as well as over two decades at Invesco. Outside of advisory work, he serves as executor for family trusts and estates and works as an independent agent for life and health insurance sales. Wealth Management Group, Inc. provides advisory services to individuals, including high net worth clients, and institutional clients such as pension plans and charities. The firm offers financial planning, discretionary investment management, retirement plan consulting, and investment research, employing multiple investment strategies and a diverse range of investment vehicles.

Tavis Parkerson Jr. is a financial advisor at Oak Harvest Investment Services in Houston, TX, with four years of industry experience. He holds Series 63 and Series 65 designations and has worked at Oak Harvest Investment Services and Newedge Securities Inc., among other firms. 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, and consulting services. The firm manages client accounts on a discretionary basis, employing fundamental, technical, and value/cyclical analysis, and offers educational seminars and community-college courses as part of its investor education efforts.

John Parlapiano is a CFP® and holds a Series 65 license with 18 years of industry experience. He has been with Franklin, Parlapiano, Turner & Welch LLC since 2013. 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 uses a structured client intake process and applies fundamental analysis to select investments across several model allocations, managing approximately $811 million in discretionary assets.

Rachel Mc Coll is a financial advisor at ICON Wealth Partners with five years of industry experience. She holds the Series 65 and Series 63 licenses and previously worked at MFS Fund Distributors, Inc. and MFS Investment Firm. ICON Wealth Advisors provides wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and ERISA plans. The firm employs a primarily long-term investment approach that combines fundamental and technical analysis, utilizing low-cost ETFs and customized allocations tailored to each client’s goals and risk tolerance.

Mark Radulovich is a financial advisor with Prota Financial, holding a Series 66 designation and 12 years of industry experience. He has been with Prota Financial since 2016. Outside of his advisory role, he is a co-founder of Capital 148, a software company. Prota Financial provides discretionary investment management and financial planning to individuals, high-net-worth clients, and small businesses. The firm employs model-based portfolio management, including conventional and Sharia-compliant options, and uses fundamental analysis alongside Modern Portfolio Theory.

Grant Williams is a CFP® professional with nine years of experience in the financial industry. He has worked at Precedent Wealth Partners since 2023 and previously spent five years at Linscomb & Williams Inc. Prior to his financial advisory career, he worked at Wilco Staffing. Precedent Wealth Partners provides portfolio management, financial and wealth planning, and retirement plan consulting to individuals, high-net-worth clients, trusts, and employer-sponsored plans. The firm combines active and passive management with multiple analysis methods and offers client education programs and held-away plan management.

Joi Murphy is a financial advisor at Managed Financial Services Corp Inc in Houston, TX, holding a Series 63 designation with 27 years of industry experience. She has been with Managed Financial Services, Inc. since 1999. Managed Financial Services Corporation, Inc. provides discretionary and non-discretionary portfolio management to individuals, employer-sponsored retirement plans, and institutional clients. The firm focuses on mutual funds and annuity products, using a formal, committee-driven manager selection and monitoring process tailored to client objectives and risk tolerance.

Lawrence Maddox is a CFP® professional with 26 years of industry experience, currently serving at Horizon Wealth Advisors in Houston, TX. He has been with Horizon Advisors, LLC since 1999 and previously worked at Maddox, Thomson & Associates, P.C. from 1985 to 2021. Horizon Wealth Advisors is an independent, fee-only firm that provides comprehensive financial planning and discretionary portfolio management. The firm serves individuals, trusts, pension plans, and other entities, focusing on clients with substantial investable assets through diversified portfolios and ongoing account monitoring.

Kimson Cao is a Certified Financial Planner (CFP®) with 22 years of industry experience. He has worked at Edward Jones for 14 years and J. W. Cole Advisors, Inc. for three years. He is currently with SB Advisory, LLC in Houston, TX. SB Advisory, LLC is an SEC-registered multi-team advisory firm serving individuals, businesses, and retirement plans. The firm emphasizes non-discretionary advice and employs a combination of fundamental, technical, and qualitative analysis to tailor client portfolios.

Jose Balcazar is a financial advisor with Monex Asset Management, Inc. in Houston, Texas, holding Series 63 and Series 66 credentials and 19 years of industry experience. He has been with Monex Asset Management since 2008 and has concurrently worked with Monex Securities since 2007. Monex Asset Management serves individuals, including high-net-worth clients, as well as corporations, trusts, estates, and charitable organizations by providing discretionary and non-discretionary portfolio management and investment consulting. The firm employs a range of investment strategies that include charting, fundamental and technical analysis, option writing, and short-term trading, often using discretionary authority and technology-assisted portfolio recommendations.

Brett Gonzalez is a financial advisor at Doliver Advisors, L.P. in Houston, TX, holding a Series 65 credential. He has been with Doliver Advisors since 2024 and has prior experience at Charles Schwab & Co. Inc and Truvo Digital LLC. Doliver Advisors serves individual and high-net-worth clients, as well as trusts, foundations, and pooled investment vehicles, offering wealth management, customized portfolio management, a quantitative closed-end fund strategy, and access to private equity opportunities. The firm is notable for its role as a private fund adviser and sponsor, employing quantitative models and tailored strategies across its client offerings.

Dallas Trahern is an advisor with Precedent Wealth Partners, LLC and has no prior industry experience. He has worked at Teleios Builders LLC since 2024 and was previously employed at Entrusted from 2009 to 2024. Outside of financial advising, he is involved in contracting businesses, including ownership of Teleios Builders and a forthcoming ownership role at Axio Contracting. Precedent Wealth Partners, LLC, formed in 2023, manages approximately half a billion dollars for about 165 clients through a four-advisor team. The firm serves individuals, trusts, estates, corporations, and retirement plans, employing a committee-driven investment process that combines asset allocation, active and passive management, and third-party managers accessed via a TAMP.

Bradley Hughes is a CFP® and holds a Series 66 license with four years of industry experience. He currently works at Horizon Wealth Advisors and previously worked at Edward Jones. Outside of finance, Bradley serves as a band consultant and judge for various school districts in the Houston area. Horizon Wealth Advisors is an independent, fee-only firm that offers comprehensive financial planning and discretionary portfolio management for individuals, trusts, pension plans, and other entities, typically serving clients with substantial investable assets.

Gary Pankratz is a financial advisor with The Clarus Group in Houston, TX, holding a Series 63 designation and 39 years of industry experience. He has worked at The Clarus Group since 2020 and previously spent 19 years at Raymond James Financial and Raymond James Financial Services. The Clarus Group provides wealth management and discretionary investment management to individuals, trusts, estates, businesses, and retirement plans. The firm employs customized investment models focusing on objectives such as absolute return, capital preservation, income generation, and tax minimization, using ETFs, mutual funds, individual securities, and alternatives.

Kevin Nelson is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Financial Synergies Wealth Advisors, Inc. since 2017. Prior to this, he worked at Heritage Wealth Management for 10 years. He serves on the board of Be a Champion Inc, a nonprofit organization. Financial Synergies serves individuals, retirement plans, trusts, estates, charitable organizations, and corporate clients, offering investment management, financial planning, and held-away account advisory services. The firm employs diversified, allocation-driven portfolios and supports managed-account solutions, leveraging third-party platforms and sub-advisors to tailor client portfolios.

Elizabeth Morrison is a financial advisor at Saxon Financial Group in Houston, TX, with 12 years of industry experience. She holds a Series 66 designation and has worked at firms including Raymond James Financial Services and Asset Allocation Services, LLC. Saxon Financial Group serves individual and high-net-worth clients, trusts, estates, businesses, and retirement plans, offering investment management, financial planning, and retirement-plan advisory services. The firm uses model-based and customized portfolios with a primarily long-term investment orientation, employing fundamental and cyclical analysis.

Tatum Arther is a financial advisor with Oak Harvest Investment Services in Houston, TX, holding a Series 66 credential and one year of industry experience. Prior to joining Oak Harvest, Arther worked at MML Investors Services LLC and Mass Mutual Life Insurance Company/SFG. 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, and consulting services. The firm integrates financial planning, risk profiling, and regular portfolio monitoring into its investment approach across various asset classes and also acts as investment adviser to an open-end mutual fund.

Armando Blancq Cazaux Lozano is a financial advisor at MMBG Investment Advisors Co. in Houston, TX, holding a Series 65 designation with one year of industry experience. He previously worked at Banco Santander International for 12 years. MMBG Investment Advisors Co. provides discretionary investment management and limited financial planning to individuals, businesses, and institutional investors, managing approximately $2.46 billion in assets. The firm employs a global investment approach combining macro analysis and fundamental security selection, with portfolios tailored to client objectives and including equity and fixed-income holdings.

Richard Rosso is a CFP® professional with 27 years of experience in the financial services industry. He is currently with RIA Advisors in Houston, TX, where he has worked since 2012. Rosso is also a member of RIA Global Research LLC dba SimpleVisor, a registered robo investment adviser, and holds a 30% ownership stake in RIA Insurance Agency LLC. 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.

Jay Branson is a CFP® professional with 38 years of industry experience, currently serving at Branson Fowlkes & Co Inc. He has worked at Triad Advisors, Inc. since 2008 and has been with Branson, Fowlkes & Co, Inc. since 1991. Based in Houston, TX, he also holds Series 63 and Series 65 licenses. Branson, Fowlkes & Company provides investment advisory and financial planning services to individuals, families, trusts, estates, charitable organizations, and small- to medium-sized businesses, as well as pension and profit-sharing plans. The firm employs a multi-level diversification strategy combining asset-class allocation with diversification across investment styles and manager selections, using both fundamental and technical analysis to manage client portfolios on a discretionary basis.