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.

Alfred Brady is a financial advisor at MBR Financial in Houston, TX, with 34 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Purshe Kaplan Sterling Investments from 2013 to 2020. Outside of his advisory role, he is involved in real estate activities, including home renovation and resale with his wife. MBR Financial provides investment and wealth management, 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, and offers portfolios including mutual funds, ETFs, individual securities, and private alternative investments.

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.

Laura Munoz Alarcon is a financial advisor at Finamex Asset Management, LLC in Houston, TX, holding Series 65 and Series 63 licenses with four years of industry experience. Her work history includes roles at Finamex International, LLC, Profit By Laura, and Productos Lauris. Finamex Asset Management provides investment advisory and financial planning services to individuals, families, trusts, and businesses, using portfolios constructed from ETFs, mutual funds, and individual securities. The firm employs a combination of Modern Portfolio Theory, tactical asset allocation, and proprietary rule-based models in managing client assets.

James Kim is a financial advisor with WESTPARK WEALTH Advisors, Inc. in Houston, TX, holding the CFP® and PFS™ designations and possessing 14 years of industry experience. He has worked at Calton & Associates, Inc. since 2017 and has been with Westpark Wealth Advisors and IMS Securities since 2012. Outside of advisory roles, Kim is a managing member of JHK Financial, PLLC, providing investment-related securities and insurance services, and a partner at Lee & Kim CPAs, PLLC, where he serves as a tax principal. 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 as of the end of 2024.

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.

Brandon Arns is a CFP® with 11 years of industry experience and is currently a financial advisor at WJ Interests, LLC. He has been with the firm since 2014. WJ Interests provides tailored financial planning and discretionary investment management primarily for individual and family clients, as well as corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm focuses on strategic asset allocation and selects third-party money managers to implement security selection, avoiding market timing and leverage unless specifically requested by clients.

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 at Sovereign Wealth Advisors LLC in Houston, TX, with 23 years of industry experience. He holds the Series 66 designation and has worked at Sovereign Wealth Advisors since 2015 and LPL Financial since 2009. Sovereign Wealth Advisors serves individuals, trusts, retirement plans, and corporate clients by offering portfolio management, financial planning, retirement-plan consulting, and educational seminars. The firm uses a combination of fundamental and technical analysis, employs various investment strategies, and provides access to sponsored advisory programs and third-party manager platforms.

Scott Mcclintic is a CFP® professional with 39 years of industry experience. He has been with Early McClintic & McMillan, LLC since 2017 and has a long tenure at Raymond James Financial Services dating back to 1999. Mcclintic is also licensed to sell insurance products through unaffiliated companies, receiving commission-based compensation in this capacity. Early McClintic & McMillan, LLC serves individuals, families, high-net-worth clients, retirement plan sponsors, and foundation trustees, offering portfolio management, financial planning, and pension consulting. The firm employs a combination of quantitative and qualitative analysis and utilizes third-party managers and model portfolios to tailor strategies to client needs.

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 with FCA Corp in Houston, TX, holding 42 years of industry experience. He has been with FCA Corp since 1975. Scharar serves as director and president of several related entities, including First Commonwealth Holdings Corp, Africap, LLC, and multiple trust organizations, without personal compensation for these roles. FCA Corp provides portfolio management, financial planning, and consulting services to individuals, managed entities, and open-end investment companies. The firm combines fundamental analysis and macroeconomic factors to build customized portfolios and serves as adviser to both pooled/private entities and the Commonwealth International Series Trust.

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.

Richard Early is a financial advisor with Early McClintic & McMillan, LLC, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with Early McClintic & McMillan since 2017 and has a long tenure with Raymond James Financial Services dating back to 1999. Outside of his advisory role, he is licensed to sell insurance products through unaffiliated companies and receives commission-based compensation in that capacity. Early McClintic & McMillan, LLC serves individuals, families, high-net-worth clients, retirement plan sponsors, and foundation trustees with portfolio management, financial planning, pension consulting, and adviser selection. The firm combines quantitative and qualitative analysis for strategic asset allocation and uses third-party managers and model portfolios, managing approximately $570 million across about 632 client relationships.

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.