Dallas Trahern is an advisor with Precedent Wealth Partners, LLC and has no prior industry experience. He has worked at Teleios Builders LLC since 2024 and was previously employed at Entrusted from 2009 to 2024. Outside of financial advising, he is involved in contracting businesses, including ownership of Teleios Builders and a forthcoming ownership role at Axio Contracting. Precedent Wealth Partners, LLC, formed in 2023, 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 accessed via a TAMP.

Bradley Hughes is a CFP® with three years of industry experience, currently serving as a financial advisor at Horizon Wealth Advisors. Prior to joining Horizon Wealth Advisors, he worked at Edward Jones for two years. Outside of financial advising, Hughes works as a band consultant and judge for various school districts in the Houston area. Horizon Wealth Advisors is an independent, fee-only wealth management firm that provides comprehensive financial planning and discretionary portfolio management. The firm serves individuals, trusts, pension plans, and other entities, focusing on clients with substantial investable assets.

Conor Peterson is a financial advisor with Alterna Wealth Management, Inc. in Houston, TX, holding a Series 66 designation and nine years of industry experience. Prior to joining Alterna Wealth Management in 2026, he worked at Raymond James & Associates for eight years and has experience with AXA Advisors and Steamboat Springs Resort. Alterna Wealth Management provides investment advisory and portfolio management services to individuals, high-net-worth clients, trusts, estates, institutions, and charitable organizations. The firm uses a disciplined, global approach to asset allocation and diversification, combining quantitative analysis, technical methods, and an in-house trading desk to support various investment styles.

Gary Pankratz is a financial advisor at The Clarus Group with 39 years of industry experience. He holds a Series 63 designation and previously worked at Raymond James Financial and Wildcat Lane, LLC. The Clarus Group is a team of nine advisors managing over $1.1 billion in discretionary assets, providing comprehensive wealth management and discretionary investment management primarily to individuals, trusts, estates, businesses, and retirement plans. The firm builds customized portfolios using a range of investment vehicles and offers services including financial planning, retirement-plan advisory, and estate-planning document generation.

Kevin Nelson is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Financial Synergies Wealth Advisors, Inc. since 2017. Prior to this, he worked at Heritage Wealth Management for 10 years. He serves on the board of Be a Champion Inc, a nonprofit organization. Financial Synergies serves individuals, retirement plans, trusts, estates, charitable organizations, and corporate clients, offering investment management, financial planning, and held-away account advisory services. The firm employs diversified, allocation-driven portfolios and supports managed-account solutions, leveraging third-party platforms and sub-advisors to tailor client portfolios.

Peter Fitzgerald is a financial advisor with Westpark Wealth Advisors, Inc. in Houston, TX, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked with Westpark Wealth Advisors since 1995 and has experience at Calton & Associates and IMS Securities. Outside of investment advisory, he is an agent for group health insurance and owns a traditional life insurance agency. Westpark Wealth Advisors provides investment advisory and financial planning services to individuals, trusts, estates, pension plans, and business entities. The firm employs a range of investment strategies and works with clients to establish objectives and risk tolerance, often managing assets on a non-discretionary basis with client approval of trades.

Santiago Fernandez Ramos is a financial advisor at Finamex Asset Management, LLC in Houston, TX, with 22 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including Natixis in New York and London, BBVA Securities Inc, and Tradition North America. Finamex Asset Management provides portfolio management, financial planning, and consulting 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 most assets on a non-discretionary basis with client authorization required for trade execution.

Elizabeth Morrison is a financial advisor with Saxon Financial Group in Houston, TX, holding a Series 66 credential and 12 years of industry experience. Her prior roles include positions at Raymond James Financial Services and Asset Allocation Services, LLC. Saxon Financial Group manages approximately $616 million in client assets through a team of 12 advisors, serving individuals, trusts, estates, businesses, and retirement plans. The firm offers discretionary and non-discretionary investment management, financial planning, and retirement-plan advisory services, utilizing model portfolios composed of mutual funds, ETFs, individual securities, and alternative investments with a generally long-term orientation.

Stephen Petty is a financial advisor with Sovereign Wealth Advisors LLC in Houston, TX, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has been with LPL Financial since 2011. Outside of advising, he owns Aztec Investment Properties, LLC, a business involved in buying and selling residential real estate. Sovereign Wealth Advisors LLC serves individuals, trusts, retirement plans, and corporate clients by providing portfolio management, financial planning, and retirement-plan consulting. The firm uses a combination of fundamental and technical analysis and offers both comprehensive and wrap fee portfolio management, as well as educational seminars and consulting engagements.

Tatum Arther is a financial advisor with Oak Harvest Investment Services in Houston, TX, holding a Series 66 designation and one year of industry experience. Prior to joining Oak Harvest, Arther held roles at MML Investors Services LLC and Mass Mutual Life Insurance Company/SFG. Oak Harvest Investment Services provides portfolio management, financial planning, and consulting to individuals, families, high-net-worth clients, and retirement plan sponsors. The firm integrates financial planning into its portfolio management processes and manages an open-end mutual fund, with over $1.13 billion in regulatory assets under management.

Richard Rosso is a CFP® professional with 27 years of experience in the financial services industry. He is currently with RIA Advisors in Houston, TX, where he has worked since 2012. Rosso is also a member of RIA Global Research LLC dba SimpleVisor, a registered robo investment adviser, and holds a 30% ownership stake in RIA Insurance Agency LLC. RIA Advisors provides fee-based portfolio management and financial planning services 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.

Jay Branson is a CFP® professional with 38 years of industry experience, currently serving at Branson Fowlkes & Co Inc. He has worked at Triad Advisors, Inc. since 2008 and has been with Branson, Fowlkes & Co, Inc. since 1991. Based in Houston, TX, he also holds Series 63 and Series 65 licenses. Branson, Fowlkes & Company provides investment advisory and financial planning services to individuals, families, trusts, estates, charitable organizations, and small- to medium-sized businesses, as well as pension and profit-sharing plans. The firm employs a multi-level diversification strategy combining asset-class allocation with diversification across investment styles and manager selections, using both fundamental and technical analysis to manage client portfolios on a discretionary basis.

Nermeen Dhuca is a financial advisor at Brasada Capital Management, LP with a Series 65 credential and two years of industry experience. Before joining Brasada Capital Management in 2024, she worked at Higher Order Capital, TikTok, Siemens, and Samsung. Brasada Capital Management is a registered investment adviser that provides discretionary portfolio management through a private pooled long/short equity fund, sub-advisory services, and separately managed accounts for individuals, retirement plans, trusts, and institutions. The firm employs a bottom-up, fundamentals-driven investment process and serves both individual and high-net-worth investors as well as institutional and pooled-vehicle investors.

Scott Phillips is a financial advisor at Lavaca Capital, LLC in Houston, TX, holding a Series 65 designation with 11 years of industry experience. He has been with Lavaca Capital since 2013. Lavaca Capital provides discretionary investment advisory and sub-advisory services to institutional and high-net-worth clients, including asset managers, registered investment advisers, and family offices. The firm’s investment approach includes equity and option strategies designed for risk-adjusted returns and downside protection, and it manages both separately managed accounts and private pooled funds with performance-based fee structures.

Kamela Scarbeck is a financial advisor with TIP Group LLC in Houston, TX, holding a Series 65 credential and beginning her industry experience in 2022. She has worked at TIP Group LLC, The Fitzpatrick Group, Opes One, and Arpege, LLC. Outside of advising, she is the CEO and founder of Arpege, LLC, a business providing private music lessons and recital planning. TIP Group LLC offers portfolio management and financial planning services to individuals, high-net-worth clients, and business entities, using a combination of fundamental analysis, modern portfolio theory, and technical analysis to guide investment decisions.

Felipe Sanchez Alcocer is a financial advisor at Alterna Wealth Management, Inc. with two years of industry experience. Prior to joining Alterna, he worked for Actinver Grupo Financiero for seventeen years. He is a licensed insurance agent offering life insurance policies on a limited basis. Alterna Wealth Management provides investment advisory and portfolio management services to individuals, high-net-worth clients, trusts, estates, institutions, and charitable organizations. The firm employs a disciplined, global approach to asset allocation using dynamic models and a combination of quantitative analysis, technical methods, and an in-house trading desk.

James Mooney is a financial advisor at Autumn Lane Advisors, LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at Point 72 / Everpoint, Carlson Capital, and Phoenix Natural Resources. Starting in 2024, he is a limited partner and minority owner general partner of a real estate investment limited liability company, Ivie Lane Partners LLC, but does not receive revenue or devote time to this role. Autumn Lane Advisors serves high-net-worth individuals and family offices, providing discretionary wealth management, non-discretionary 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 for a small client base, including multiple private funds with disclosed governance measures.

Alison Mills is a CFP® and Series 65-registered advisor at Trinity Legacy Partners, LLC with seven years of industry experience. She has been with Trinity Legacy Partners since 2018 and previously worked at Bank of Texas and Peachtree Capital. Alison also has experience in academia, having worked at the University of Houston Bauer College of Business and the University of South Carolina. Trinity Legacy Partners is a fee-only, SEC-registered advisory firm managing approximately $521 million in client assets. The firm serves individuals, high-net-worth clients, trusts, estates, corporations, and charitable organizations, offering discretionary asset management, financial planning, and retirement-plan consulting.

William Hurt is a financial advisor with Arax Advisory Partners in Houston, TX, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His prior roles include positions at U.S. Capital Wealth Advisors, LLC and USCA Securities LLC. Arax Advisory Partners is a multi-team SEC-registered wealth manager overseeing approximately $26.5 billion in regulatory assets. The firm serves individuals, high-net-worth clients, family offices, institutions, and retirement plans using a combination of internal portfolio management, third-party models, and tailored asset allocation strategies.

Zachary Rawl is a financial advisor with Sunbelt Securities, Inc. in Houston, TX. He holds Series 63 and Series 65 designations and has five years of industry experience, previously working at N.I.S. Financial Services Inc and National Western Life. Outside of his advisory role, he is involved with Charles W. Rawl & Associates, LLC, which provides insurance and estate planning services. Sunbelt Securities, Inc. offers investment advisory and related services to individual and institutional clients through a network of representatives. The firm employs various investment strategies and provides discretionary portfolio management, standalone financial planning, and referrals to third-party money managers.