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.

Julie Hebert is an advisor with Ascension Capital Advisors, Inc. in Houston, TX, with one year of industry experience. She has worked at The Hebert Group since 2019 and was previously employed by Liberty ISD from 2013 to 2019. Ascension Capital Advisors serves individuals, retirement plans, charitable organizations, and small businesses, providing portfolio management, retirement plan consulting, financial planning, and private placement consulting. The firm customizes asset allocations based on client risk tolerance and objectives and offers educational workshops and financial-wellness sessions alongside its investment services.

Alexandra Merz is a financial advisor with Skybound Wealth USA in Houston, TX. She holds Series 65 and Series 63 licenses and has one year of industry experience. Prior to joining Skybound, she worked at Vie International for nine years and Solara Energy Ltd. for four years. Skybound Wealth USA serves individuals, families, and internationally mobile clients with investment management, financial planning, and cross-border pension advice, including UK pension transfers. The firm employs a centralized investment governance framework and manages most client assets on a non-discretionary basis.

Jacob Saour is a financial advisor at JCP Investment Management, LLC with Series 65 credentials and experience beginning in 2024. Prior to joining JCP, he was managing partner and part owner at Victory Residential LLC, a private placement real estate investment firm focused on apartment complexes. JCP Investment Management provides discretionary advisory services to high-net-worth individuals through pooled investment vehicles, sub-advised funds, and separately managed accounts. The firm employs a range of strategies including long- and short-term trading, hedging, and derivative instruments, and is notable for managing private pooled funds with performance-based compensation structures.

Wesley Yuhnke is a financial advisor at FCA Corp with 22 years of industry experience. He holds a Series 65 designation and has been with FCA Corp since 2002. FCA Corp provides portfolio management, financial planning, and consulting services to individuals, managed entities, and open-end investment companies. The firm’s investment process incorporates fundamental analysis and macroeconomic factors to develop customized portfolios, and it also serves as the investment adviser to the Commonwealth International Series Trust.

Carlo Zambernardi is a financial advisor at Alterna Wealth Management, Inc. in Houston, TX, holding a Series 66 designation with two years of industry experience. Prior to joining Alterna in 2024, he worked in various roles including positions at Uber and the University of Texas. Alterna Wealth Management provides investment advisory and portfolio management services to individuals, high-net-worth clients, trusts, estates, institutions, and charitable organizations, with a significant portion of its clients located outside the United States. The firm employs a disciplined, global approach to asset allocation and diversification, utilizing quantitative analysis, technical methods, and an in-house trading desk to support various investment styles.

Nathan Norman is a CFP® professional with nine years of industry experience, currently serving as an advisor at Pin Oak Investment Advisors Inc since 2011. He is based in Houston, TX and works within a five-advisor team. Pin Oak Investment Advisors is an SEC-registered firm managing approximately $672 million for about 302 clients, including individuals, family offices, trusts, estates, and charitable organizations. The firm employs fundamental and cyclical analysis for discretionary management of publicly traded securities and offers a range of services including financial planning and family office solutions, with a notable focus on affiliated private funds and customized fee arrangements.

Jacob Lewis is a financial advisor with TIP Group LLC in Houston, TX. He holds a Series 65 designation and has one year of industry experience. Prior to joining TIP Group LLC, he worked at The Fitzpatrick Group and has experience in the food service industry with Grub Burger Bar. 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.

Thomas Thornhill is a financial advisor at Saxon Financial Group in Houston, TX, holding a Series 65 designation and beginning his advisory career in 2024. His prior work experience includes roles at Saxon Interests, Inc. and the University of Houston Downtown. Saxon Financial Group is a multi-advisor firm managing approximately $616 million in client assets, serving individuals, trusts, estates, businesses, and retirement plans. The firm provides investment management, financial planning, and retirement-plan advisory services, utilizing model portfolios that include mutual funds, ETFs, stocks, options, fixed income, and alternative investments with a generally long-term orientation.

George Ball is a Series 66-licensed advisor at Sanders Morris LLC with 56 years of industry experience. He has worked at SMH Capital Advisors LLC since 2000 and Sanders Morris Harris LLC since 1991. He serves as a director and limited partner of Sewell Development Group LLC. Sanders Morris LLC provides investment advisory and related services to individuals, high-net-worth clients, retirement plan sponsors, trusts, estates, and business entities. The firm implements client strategies primarily through discretionary or non-discretionary wrap-fee programs and uses third-party portfolio managers and platform providers.

Garrett Ronning is a financial advisor with Catalyst Wealth Management LLC, holding a Series 66 designation and four years of industry experience. Before joining Catalyst in 2024, he worked at GWN Securities Inc. and Equitable Advisors, LLC. He is also a licensed insurance agent and occasionally offers commission-based products to clients. Catalyst Wealth Management LLC provides portfolio management and retirement-plan services primarily to individuals, high-net-worth clients, and employer retirement plans. The firm manages approximately $105 million in assets for about 9,549 clients, delivering services mainly through turnkey asset management programs and 401(k)/403(b) plan administration on a non-discretionary basis.

Tina Yang is a CFP® professional with three years of industry experience, currently serving at Tanglewood Total Wealth Management, Inc. in Houston, TX. Prior to joining Tanglewood, she worked at Founders Group for two years and has a background that includes four years at the University of Houston. Tanglewood Total Wealth Management serves a diverse client base including individuals, high-net-worth clients, corporations, and charitable institutions. The firm provides discretionary portfolio management through personalized wealth planning and turnkey investment management, focusing on strategic asset allocation, diversification, tax-aware practices, and comprehensive client reporting.

Jonathan Lopez is a financial advisor at Public Advisors LLC with four years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Charles Schwab for four years. Outside of his advisory role, he works part-time on weekends as an eStore shopper at H-E-B. Public Advisors primarily serves individual retail investors and certain trusts, corporations, and partnerships through an online platform offering automated, discretionary portfolio management. The firm’s software-driven approach includes customizable Treasury ladders, direct indexing, and AI-constructed custom indexes, with portfolio management executed via its proprietary automated tools.

Rodrigo Romano Baez is a financial advisor with Alterna Wealth Management, Inc. in Houston, TX, holding a Series 66 designation and four years of industry experience. He previously worked at Credit Suisse from 2015 to 2019 and has been with Grupo Financiero Actinver since 2019. He is also a licensed insurance producer, selling fixed insurance products through an affiliate of his firm. Alterna Wealth Management provides investment advisory and portfolio management services to individuals, high-net-worth clients, trusts, estates, institutions, and charitable organizations, with a substantial portion of its client base outside the United States. The firm employs a disciplined, global approach to asset allocation and diversification using dynamic models and combines quantitative analysis, technical methods, and an in-house trading desk in its investment process.

Frederick Mecklenburg Sr. is a financial advisor at Robertson Investment Management with 44 years of industry experience. He holds the Series 63 designation and has worked at several firms including Network 1 Financial Securities, Securities America, and First Allied Advisory Services. Robertson Investment Management serves individuals, families, trusts, pensions, banks, and corporations, offering discretionary and non-discretionary portfolio management along with financial planning and corporate finance services. The firm employs a blend of fundamental, technical, and cyclical analysis across multiple equity strategies and incorporates private equity, distressed credit, and other alternative investments.

Kenneth Burke Jr. is a CFA® charterholder with 16 years of industry experience. He has worked at Burke Wealth Management, LLC since 2019 and previously held positions at Doliver Advisors, L.P. and Sarofim Fayez & Co. Burke Wealth Management is a team firm based in Houston, TX, with five advisors. Burke Wealth Management provides discretionary portfolio management primarily to individuals, high-net-worth clients, trusts, retirement plans, charitable organizations, and other investment advisers. The firm focuses on a concentrated, long-term Focused Growth strategy targeting high-quality, large-cap growth companies, alongside a Balanced Growth option that pairs equity exposure with corporate bonds, and also sponsors an actively managed exchange-traded fund.

Brooks McGee is a financial advisor with ICON Wealth Partners in Houston, TX, holding a Series 66 designation and 14 years of industry experience. He has previously worked with Avalon Wealth Management and Purshe Kaplan Sterling Investments. Outside of advisory work, McGee serves on the boards of Spring Spirit Baseball, a youth sports and mentoring organization, and Baylor College of Medicine. 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 combining fundamental and technical analysis, emphasizing low-cost ETFs and customized client portfolios.