Suresh Raghavan is a CFA® charterholder with 18 years of industry experience, currently serving as a principal at MBR Financial since 2011. He holds a Series 63 license and is based in Houston, TX. Outside of his advisory role, he is involved in fixed insurance sales and service through PKS Financial Services. MBR Financial provides investment and wealth management, lifetime and estate planning, and financial planning services primarily to individuals, high-net-worth families, and certain pension or profit-sharing plans. The firm employs a disciplined investment process combining top-down asset allocation, quantitative screening, and qualitative manager due diligence, offering portfolios that include mutual funds, ETFs, individual securities, and private alternative investments with performance-based compensation options for qualified clients.

David Huddleston is a financial advisor at Early McClintic & McMillan, LLC with five years of industry experience. He holds a Series 65 credential and previously worked at CBRE Group, Inc and Hess Corporation. In addition to his advisory role, Huddleston is licensed to sell insurance products through unaffiliated companies and receives commission-based compensation for these sales. Early McClintic & McMillan, LLC serves individuals, families, high-net-worth clients, retirement plan sponsors, and foundation trustees, offering portfolio management, financial planning, pension consulting, and adviser selection. The firm employs a blend of quantitative and qualitative analysis to tailor asset allocation and diversification, utilizing third-party managers and model portfolios, and participates in a wrap-fee Separately Managed Account program through Raymond James Consulting Services.

Jonathan Mc Carty is a CFP® and CFA® with 12 years of industry experience, currently serving as a financial advisor at RIA Advisors since 2023. His prior experience includes roles at JPMorgan Chase Bank, N.A., JPMorgan Securities LLC, Bank of America, N.A., and Merrill Lynch. He is also an agent with RIA Insurance Agency LLC, earning commission-based compensation. RIA Advisors provides fee-based portfolio management and financial planning 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.

Hooman Amiralai is a financial advisor at Brasada Capital Management, LP with 12 years of industry experience. He holds a Series 65 designation and is based in Houston, TX. Brasada Capital Management, LP is an SEC-registered investment adviser that manages a private pooled investment vehicle and provides discretionary portfolio management for separately managed accounts. The firm also serves financial institutions and unaffiliated advisers through sub-advisory arrangements and offers non-discretionary model portfolios to wrap-fee sponsors, employing a bottom-up, long/short equity investment approach supported by fundamental and quantitative analysis.

Joshua Clancey is a financial advisor at Skybound Wealth USA in Houston, TX, holding a Series 65 designation. He has prior experience with firms including Indigo Financial Analysis & Consultancy, Hansard Global PLC, Causeway, Praemium, and Friends Provident International. Clancey has been with Skybound Wealth since 2026. Skybound Wealth USA advises individual clients on wealth management, financial planning, and investment management, with a specialized service for U.K. pension asset transfers and management. The firm’s approach is financial-planning led and typically implemented through model portfolios and third-party managers, with most assets managed on a non-discretionary basis requiring client approval for portfolio changes.

Timothy Lucio is a financial advisor with Saxon Financial Group in Houston, TX, holding Series 63 and Series 65 licenses and seven years of industry experience. He has worked at Saxon Financial Group and affiliated entities since 2018 and previously held roles at Raymond James Financial Services Advisors and Axa Advisors. His other business activities include supporting financial planning, investments, trading, and operations at Saxon Financial Group. 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, using model portfolios with a range of asset types and a fiduciary approach.

Adrienne Fox is a financial advisor at Precedent Wealth Partners, LLC with two years of industry experience. Prior to joining the firm, she worked for eleven years at The Shlenker School. Precedent Wealth Partners, LLC is a registered investment adviser managing approximately half a billion dollars for around 165 clients through a four-advisor team. The firm serves individuals, trusts, estates, corporations, and retirement plans, providing portfolio management, financial planning, and retirement plan consulting with a committee-driven investment process that combines asset allocation, active and passive management, and third-party managers.

Jeffrey Riley is a financial advisor with WESTPARK WEALTH Advisors, Inc. in Houston, TX, holding a Series 63 designation and 32 years of industry experience. He has been affiliated with Westpark Wealth Advisors since 2002 and worked with Ims Securities, Inc. from 2002 to 2017. Riley also owns J. Riley Investments, providing securities and advisory services. Westpark Wealth Advisors offers investment advisory and financial planning services to a diverse client base, including individuals, trusts, estates, and business entities. The firm employs a variety of investment strategies and manages approximately $229.3 million in assets, with a mix of discretionary and non-discretionary client-directed arrangements.

Justin Smith is an Investment Advisor Representative with Westpark Wealth Advisors, Inc. based in Houston, TX, holding Series 63 and Series 65 licenses and possessing 21 years of industry experience. He has worked at Ims Financial Advisors, Inc. since 2007 and previously at Ims Securities, Inc. from 2007 to 2017. Outside his advisory role, he owns and operates an insurance agency, The Smith Group, and serves as a director on the board of Angleton Christian 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 employs various investment strategies and emphasizes aligning client objectives and risk tolerance with recommended portfolios, managing a significant portion of assets on a non-discretionary basis.

Derrick Dees is a financial advisor with The Clarus Group in Houston, TX, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He previously worked for Raymond James Financial Services Advisors Inc. from 2012 to 2023. Outside of advisory roles, Dees is involved in agriculture and construction businesses, including ownership of cattle ranching operations and a construction company focused on residential remodeling. The Clarus Group offers discretionary investment management and comprehensive wealth management services to individuals, trusts, estates, businesses, and retirement plans. The firm constructs customized portfolios centered on absolute return, capital preservation, income generation, tax minimization, and cash management, primarily using ETFs and mutual funds while incorporating various other investment vehicles as appropriate.

Mohamed Eldawy is a financial advisor with Vestech Asset Management Inc. in Houston, TX, holding a Series 66 credential and bringing 10 years of industry experience. He has worked at firms including Morgan Stanley and Mass Mutual Investors Services prior to joining Vestech in 2018. Eldawy is also involved in several consulting roles outside of investment management, including software development and mobile application projects. Vestech Asset Management provides advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, and corporations. The firm employs a combination of fundamental, technical, and cyclical analysis to manage discretionary portfolios and employs a range of investment strategies, including the use of derivatives and third-party sub-managers.

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.

Nicholas Renfro is a CFP® and holds a Series 66 license with two years of industry experience. He is currently an advisor at MDT Financial Advisors, LLC and previously worked at Wells Fargo Advisors for five years. Outside of financial advising, he has experience working at the University of Houston and Main St Bistro. MDT Financial Advisors is a registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm offers wealth and investment management, financial planning, consulting, and fiduciary and non-fiduciary services, employing a combination of active and passive strategies tailored to client objectives.

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.