Samuel Bargainer is a financial advisor with Catalyst Wealth Management LLC in Houston, TX. He holds a Series 66 designation and has two years of industry experience. His previous roles include working at Innovation Partners LLC and involvement with My Event Angels. 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 about 9,549 clients. The firm primarily utilizes turnkey asset management programs and 401(k)/403(b) plan administration, delivering advisory services with a focus on documented client objectives and both fundamental and technical analysis.

Frank Marrone is a CFP® and Series 66-registered financial advisor with 21 years of industry experience. He is currently with RIA Advisors in Houston, TX, where he has worked since 2018, following prior roles at Fieldstone Financial Management Group and RIA Wealth Advisors. He is also an agent with RIA Insurance Agency LLC. RIA Advisors provides fee-based investment management and financial planning to individuals, including high-net-worth clients, and institutional retirement plans. The firm combines fundamental and technical analysis within a Modern Portfolio Theory framework and offers additional services such as fiduciary consulting and participant education for ERISA-qualified plan sponsors.

Steven Sigloch Jr. is a financial advisor at TIP Group LLC in Houston, TX, holding a Series 65 designation with one year of industry experience. Prior to joining TIP Group and Fitzpatrick Group in 2025, he worked for ten years at Grocery Services Inc. Outside of his advisory role, he is a silent partner and owner of Sigloch Associates LLC. TIP Group LLC provides portfolio management and financial planning services to individuals, high-net-worth clients, and business entities, employing a combination of fundamental analysis, modern portfolio theory, and technical analysis to guide long-term investment decisions. The firm offers both discretionary and non-discretionary management and maintains fiduciary duties for retirement accounts.

Cody Bauer is a financial advisor with Westpark Wealth Advisors, Inc. based in Houston, TX, holding Series 63 and Series 65 credentials and bringing 20 years of industry experience. He has worked with Calton & Associates, Inc. since 2017 and was previously associated with Ims Financial Advisors, Inc. and Ims Securities, Inc. Bauer serves on the Board of Directors for the Winnie Area Chamber of Commerce. Westpark Wealth Advisors provides investment advisory and financial planning services to individuals, trusts, estates, pension and profit-sharing plans, and business entities. The firm employs various investment strategies and works with clients to define objectives and risk tolerance, managing many client assets on a non-discretionary basis.

Leonard Claus is a financial advisor with WESTPARK WEALTH Advisors, Inc. in Houston, TX, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has worked at Westpark Wealth Advisors since 2019, Calton & Associates since 2017, and Ims Securities from 2001 to 2017. Claus serves as President and Chairman of the Board for the Alternate Health Decisions Foundation, a nonprofit focused on education about managing disease through diet. Westpark Wealth Advisors offers investment advisory and financial planning services to individuals, trusts, estates, pension and profit-sharing plans, and business entities. The firm employs a variety of strategies, including long- and short-term purchases, trading, option writing, and third-party manager arrangements, working closely with clients to tailor portfolios to their objectives and risk tolerance.

John Pessarra is a financial advisor at Encompass Advisory Services, LLC with 23 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Encompass, he worked at Lakewood Capital Management, Inc. for 16 years and has been involved with ZB Products, LP since 2019 as Director of Production and Strategic Sales Manager at Zoombang, a company that produces protective performance undergarments for professional sports leagues. Encompass Advisory Services is a team-based registered investment adviser serving individuals, business entities, retirement plans, trusts, and charitable organizations. The firm provides financial planning, investment and wealth management, and estate-document facilitation, utilizing both discretionary and non-discretionary portfolio management with allocations across mutual funds, ETFs, individual securities, and private placements.

Chase Robertson is a financial advisor at Robertson Investment Management in Houston, TX, holding Series 63 and Series 65 licenses with nine years of industry experience. His prior roles include positions at Network 1 Financial Securities, Securities America, and Robertson Wealth Management, where he was managing partner. Outside of advising, he serves as president of a local homeowners association and sits on the board of an oil and gas engineering firm. Robertson Investment Management serves a diverse client base ranging from individuals and families to corporations and financial institutions. The firm employs a blend of fundamental, technical, and cyclical analysis across both liquid and illiquid investments, offering services that include portfolio management, financial planning, family office solutions, and access to third-party managers.

Tehrrek Fitzpatrick is a financial advisor with TIP Group LLC in Houston, TX, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has worked at TIP Group LLC since 2022 and Ohio National since 2016. Outside of his advisory role, Fitzpatrick is CEO of The Fitzptrick Group LLC, owner of IP Publishing and the book *Balls and Strikes: Rules of the Game Regarding Your 401(k)*, and a partial owner and board member of the technology start-up Pitch 59. TIP Group LLC provides portfolio management and financial planning services to individuals, high-net-worth clients, and business entities. The firm uses a combination of fundamental analysis, modern portfolio theory, and technical analysis to guide long-term investment decisions and offers both discretionary and non-discretionary management options.

Fernando Diaz is a Series 66-licensed financial advisor at Prota Financial with 18 years of industry experience. He has worked at firms including Ameriprise Financial Advisors, JPMorgan Securities, Merrill, Chase Investment Services, and Morgan Stanley before joining Prota Financial in 2017. Prota Financial provides discretionary investment management and financial planning services to individuals, high-net-worth clients, and small businesses. The firm employs model-based portfolio management with options including Sharia-compliant portfolios and combines fundamental analysis with Modern Portfolio Theory.

George Williams is a CFP® with 30 years of industry experience, currently serving as an advisor at Precedent Wealth Partners, LLC. Prior to joining Precedent Wealth Partners in 2023, he spent 50 years at Linscomb & Williams. Precedent Wealth Partners is a four-advisor registered investment adviser managing approximately half a billion dollars for about 165 clients. The firm serves individuals, trusts, estates, corporations, and retirement plans, offering a committee-driven investment process that combines active and passive management, third-party managers, and traditional security analysis.

Philip Armes is a financial advisor at Endeavor Advisors, LLC in Houston, TX, with 11 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Northern Trust Bank and Northern Trust Securities, Inc. for eight years, and at J.P. Morgan entities for three years. Outside of his advisory role, he is associated with Sydney Armes Photography, a home-based photography business owned by his spouse. 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 emphasizes long-term strategies, combining fundamental and technical analysis, and provides a family office–style service model with access to third-party options management and securities-based lending arrangements.

Daniel Mcmillan is a financial advisor with Early McClintic & McMillan, LLC, holding Series 63 and Series 65 designations and bringing 40 years of industry experience. He has worked at Early, McClintic & McMillan since 2017 and previously spent 18 years with Raymond James Financial and its affiliated firm. In addition to advisory services, he is licensed to sell insurance through unaffiliated companies and receives commission-based compensation from these sales. Early McClintic & McMillan provides financial planning, portfolio management, pension consulting, and third-party manager selection to individuals, families, retirement plan sponsors, and foundation trustees. The firm’s investment approach combines quantitative and qualitative analysis with strategic asset allocation and uses the Raymond James platform to offer wrap-fee separately managed accounts and related services.

John Hunter is a Series 65-licensed financial advisor at Trinity Legacy Partners, LLC in Houston, TX, with seven years of industry experience. Before joining Trinity Legacy Partners in 2018, he worked at Oliver Wyman from 2013 to 2017. He is also the owner of Trinity Legacy Alternative Strategies, LLC, a subsidiary that serves as the general partner for Trinity Legacy Dynamic Options Fund I, LP, an options-based private investment fund. Trinity Legacy Partners is a fee-only, SEC-registered investment adviser that provides discretionary portfolio management, financial planning, and investment consulting to individuals, trusts, estates, corporations, and charitable organizations. The firm manages a wide range of securities and sponsors a private pooled investment vehicle with an options-focused strategy offered to accredited and qualified clients.

Scott Schwinger is a financial advisor with Ascension Capital Advisors, Inc. He holds a Series 65 credential and has recently joined the firm after a 30-year tenure at McNair Interests, followed by a one-year sabbatical. Based in Houston, TX, he has one year of industry experience. Ascension Capital Advisors serves individuals, retirement plans, charitable organizations, and small businesses by providing portfolio management, retirement plan consulting, financial planning, and private placement consulting. The firm customizes advice to client risk tolerance and objectives, utilizing a range of investment vehicles and offering educational workshops and private placement services.

Paul Wobbe is a financial advisor with Sovereign Wealth Advisors LLC in Houston, TX, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has worked at Sovereign Wealth Advisors since 2015 and has been associated with LPL Financial since 2009. 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 uses a combination of fundamental and technical analysis for investment decisions and offers a broad range of services, including sponsored advisory programs and third-party manager platforms.

Thomas Mott is a Series 65-licensed advisor at Analog Capital Partners LLC in Houston, TX, with four years of industry experience. He has been with Analog Capital Partners since 2022 and is also involved in real estate investing and syndication. Analog Capital Partners provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients. The firm employs a mix of fundamental, quantitative, technical, and modern portfolio theory approaches to build customized portfolios and also serves as a subadviser to other investment advisers.

Ian Mcclintic is a CFP® professional with 14 years of industry experience, currently serving at Early McClintic & McMillan, LLC since 2017. Prior to this, he worked at Raymond James Financial Services Advisors and Raymond James Financial Services, Inc. He is licensed to sell insurance through unaffiliated companies and receives commission-based compensation for insurance product sales. Early McClintic & McMillan provides financial planning and portfolio management services to individuals, families, retirement plan sponsors, and foundation trustees. The firm integrates quantitative and qualitative analysis with strategic asset allocation and offers separately managed accounts and 401(k) advisory services through its partnership with Raymond James.

Trocon Reffell is a CFP® with 19 years of industry experience and has been with Branson Fowlkes & Co Inc since 2010. He holds a Series 66 license and is involved in tax preparation through Affordable Tax Services and Reffell & Toh Tax Services LLP. He also serves on the board of directors for Harris County Municipal Utility District No. 25. Branson, Fowlkes & Company provides investment advisory and financial planning services to individuals, families, trusts, estates, charitable organizations, small- to medium-sized businesses, and pension and profit-sharing plans. The firm employs a multi-level diversification strategy called "D³ The Power of Diversification," combining asset-class allocation with diversification across investment styles and manager selections.

Aaron Stephens is a CFA® charterholder with eight years of experience in financial advisory roles. He has worked at Life Line Wealth Management since 2018 and previously at New Territory Advisors. Outside of his advisory work, Stephens manages special purpose investment vehicles through LifeLine Torch Management LLC. Life Line Wealth Management is a small advisory team managing approximately $558 million in assets, primarily serving individual clients, trusts, and privately held businesses. The firm employs a passive, asset-allocation approach based on Modern Portfolio Theory, typically utilizing ETFs alongside other asset classes tailored to client-specific risk and goals.

Paul Love is a financial advisor with Saxon Financial Group in Houston, TX, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 41 years of industry experience, including prior roles at Raymond James Financial and Asset Allocation Services, LLC. Since 2021, he has also been affiliated with Saxon Interests, Inc. 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 constructs model-based and customized portfolios with a long-term focus, using a variety of investment vehicles and fundamental and cyclical analysis.