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.

Justin Joyce is a financial advisor with Catalyst Wealth Management LLC in Houston, TX, holding a Series 66 designation and two years of industry experience. His prior work includes roles at GWN Securities Inc. and Innovation Partners LLC. Outside of finance, he has experience in the hospitality industry, including positions at Barkeep's Eatery and Taps and Outback Steakhouse. Catalyst Wealth Management LLC provides portfolio management and advisory services to individual and high-net-worth clients, focusing on mutual funds, ETFs, fixed income, and similar securities. The firm manages accounts non-discretionarily, uses both fundamental and technical analysis with a long-term trading approach, and operates through specified turnkey asset management programs.

Robert Haverly is a financial advisor at Goodman Financial Corporation in Houston, TX, holding CFP® and Series 65 credentials with two years of industry experience. His work history includes multiple roles at Goodman Financial since 2022 and prior positions at Greystar, RMS US LLP, Moss Adams, and the University of Houston. Goodman Financial provides discretionary investment management and financial advisory services to individuals, trusts, estates, endowments, corporations, and pension plans. The firm focuses on a fundamental, bottom-up investment process with customized portfolios emphasizing individual equities and bonds to enhance tax efficiency and avoid additional fee layers.

Stephen Barber is a financial advisor with Sovereign Wealth Advisors LLC in Houston, TX, holding a Series 66 license and 23 years of industry experience. His background includes roles at Morgan Stanley, UBS Financial Services, and LPL Financial. He is also involved in non-variable insurance through AFLAC. Sovereign Wealth Advisors LLC offers investment advisory and financial planning services to individuals, trusts, retirement plans, and other entities. The firm manages portfolios using a combination of analytical methods and provides services including portfolio management, written financial plans, and retirement plan consulting.

Steven Novotny is a CFP® professional with eight years of experience in financial advisory roles. He currently works at ICON Wealth Partners and has held positions at Novotny Wealth Management, NVM Capital Partners LLC, and Morgan Stanley among others. 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 long-term investment approach focused on low-cost ETFs, fundamental and technical analysis, and offers customized portfolio allocations based on client goals and risk tolerance.

Robert Scharar is a financial advisor at FCA Corp with 42 years of industry experience. He has been with FCA Corp since 1975. Scharar serves as director and president on several corporate and trust boards, including First Commonwealth Holdings Corp and Africap, LLC, without personal compensation. FCA Corp provides portfolio management, financial planning, and consulting to individuals, managed entities, and open-end investment companies. The firm employs a fundamental and macroeconomic investment approach to create customized portfolios across various asset classes and serves as adviser to both private pooled entities and registered open-end funds.

Juan Carlos Herrera is a financial advisor at Inscription Capital, LLC with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Inscription Capital since 2020. Prior to this, he was with Quantor Capital, LLC and Bright Sky Capital, LLC. Outside of his advisory roles, he serves as Chief Wealth Manager at Grupo Bursatil Mexicano, where he provides strategic advice and training related to the firm’s wealth management model. Inscription Capital serves individual clients, including high net worth individuals, as well as institutional entities such as family offices, trusts, estates, and private foundations. The firm manages approximately $1.56 billion in client assets through a personalized, committee-driven investment process that emphasizes fundamental analysis and diversified long-term allocations across a wide range of investment products.

Ryan Krueger is a financial advisor with Freedom Day Solutions, LLC in Houston, TX, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Krueger & Catalano Capital Partners, LLC since 2006. Outside of his advisory work, he is a limited partner in KrueCat Ventures, LP, where he is also a shareholder in the general partner entity, KrueCat Management Inc. Freedom Day Solutions provides investment management primarily to individual clients, including high-net-worth households, and offers retirement plan consulting, sub-advisory services, and estate-planning support. The firm employs a mix of fundamental and technical analysis, manages accounts through proprietary models and active strategies, and may allocate assets to digital assets for qualified clients.

Bryan Zschiesche is a CFP® and holds a Series 65 license with 21 years of industry experience. He has been with Financial Synergies Wealth Advisors, Inc. in Houston, TX since 2003. Financial Synergies serves individuals, including high-net-worth clients, as well as retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm provides investment management, financial planning, and advisory services using diversified, allocation-driven portfolios and leverages third-party platforms and sub-advisors to tailor portfolios and reporting.

Eric Ortiz is a financial advisor at Catalyst Wealth Management LLC in Houston, TX, holding a Series 66 designation with one year of industry experience. Prior to joining Catalyst and Innovation Partners in 2026, he worked in education at multiple institutions, including Texas Tech University and Cypress Ranch High School. Catalyst Wealth Management LLC provides portfolio management and retirement-plan services to individuals, high-net-worth clients, and employer retirement plans. The firm manages approximately $105 million in assets for about 9,549 clients, primarily through turnkey asset management programs and 401(k)/403(b) plan administration, relying on a combination of fundamental and technical analysis within a long-term trading framework.

Mauricio Grajales Tarin is a financial advisor at Finamex Asset Management, LLC with six years of industry experience. He holds a Series 66 designation and has worked at Finamex and its related entities since 2017, including Casa De Bolsa Finamex S.A.B. De C.V. and Banamex Banca Privada. Finamex Asset Management 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 employs a combination of Modern Portfolio Theory, tactical asset allocation, and rule-driven strategies, managing a majority of assets on a non-discretionary basis with an affiliated broker-dealer structure.

Rachel Buckhoff is a CFP® and holds a Series 65 license with four years of industry experience. She has been with Financial Synergies Wealth Advisors in Houston, TX since 2021. Prior to joining the firm, she worked at the University of Texas for three years. Financial Synergies serves individuals, retirement plans, trusts, estates, charitable organizations, and corporate clients by providing investment management, financial planning, and held-away account advisory services. The firm uses diversified, allocation-driven portfolios and offers performance-based fee arrangements under a high-watermark approach.

Michael Rome is a financial advisor at Doliver Advisors, L.P. in Houston, TX, with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Chilton Capital Management LLC and Texan Capital Management, Inc. Doliver Advisors is an SEC-registered investment adviser that provides portfolio and wealth management services to individuals, pooled investment vehicles, retirement plans, and other entities. The firm specializes in quantitative, model-driven strategies focused on closed-end funds and employs a proprietary automated trading platform with client-level customization across various asset classes.

Brian Bova is a CFP® and CFA® with 24 years of industry experience. He is a principal and CEO at Inscription Capital, LLC in Houston, TX, where he has worked since 2018. His prior experience includes roles at UBS Financial Services Inc. and Purshe Kaplan Sterling Investments. Outside of his advisory work, he is involved as an owner and general partner in several litigation fund entities. Inscription Capital serves individual and institutional clients, including high net worth individuals, family offices, trusts, and private foundations. The firm employs a personalized, committee-driven investment process focusing on fundamental analysis and long-term diversified allocations across various asset classes, combining bespoke planning with multiple implementation options.

James Pappas is a financial advisor at JCP Investment Management, LLC with 17 years of industry experience. He holds Series 63 and Series 65 designations and has been with JCP Investment Management since 2009. Outside of his advisory role, he spends part of his time consulting for his family business. JCP Investment Management offers discretionary investment management to high-net-worth clients through pooled investment vehicles, sub-advised funds, and separately managed accounts. The firm employs a combination of fundamental and cyclical analysis with active trading strategies, including options and leverage, tailoring portfolio construction to each fund or account’s specific requirements.

Arv Vilutis is a financial advisor at FSI Advisory Group, Inc. in Houston, TX, holding the ChFC® and Series 63 designations with 44 years of industry experience. He has worked at Financial Synergies Wealth Advisors, Inc. and Cetera Advisors LLC, and has been self-employed since 1988. FSI Advisory Group provides financial planning and investment management services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm emphasizes customized financial plans and employs a mix of no-load mutual funds, individual equities, and bonds, managing portfolios primarily on a non-discretionary basis with quarterly reviews.

Stephen Burton is a CFP® and holds a Series 66 license with six years of industry experience. He has worked at several financial firms, including Raymond James & Associates, Bank of America, Merrill Lynch, and Morgan Stanley, before joining Autumn Lane Advisors, LLC in 2022. Autumn Lane Advisors serves high-net-worth individuals and family offices, providing discretionary wealth management, investment consulting, and advisory services to private investment funds. The firm employs a family-office style approach with customized asset allocations and manages over $1 billion primarily for ultra-high-net-worth clients and families.

Melvin Ehlert Jr. is a ChFC® credentialed financial advisor with 43 years of industry experience, currently with Westpark Wealth ADVISORS, INC. in Houston, TX. He has worked with Westpark Wealth since 2005 and has also been involved with Calton & Associates, Inc. since 2017. In addition to his advisory role, he owns a corporate life and health insurance agency and serves as Vice President on the Board of Trustees for the Brenham Independent School District. He is also a member of the Board of Directors for St. Paul's Christian Day School. Westpark Wealth Advisors provides investment advisory and financial planning services to individuals, trusts, estates, pension and profit-sharing plans, and business entities. The firm offers a range of investment strategies tailored to client objectives and risk tolerance, with many client assets managed on a non-discretionary basis.

Neal Stephenson is a financial advisor at Precedent Wealth Partners, LLC with one year of industry experience. Prior to joining Precedent Wealth Partners in 2024, he worked for ten years at First American Title Company. In addition to his advisory role, he serves as Vice President of Commercial Business Development at Frontier Title Company, focusing on cultivating business relationships. Precedent Wealth Partners 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.

Peter Trammell Jr. is a financial advisor at Westpark Wealth Advisors, Inc. in Houston, TX, with 33 years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at IMS Securities, Inc. and Calton & Associates, Inc. Westpark Wealth Advisors provides investment advisory and financial planning services to individuals, trusts, estates, retirement plans, and business entities. The firm employs a variety of strategies including long- and short-term trading, option writing, and utilizes third-party managers, working with clients to align investments with their objectives and risk tolerance.