Craig Sims is a financial advisor with WESTPARK WEALTH Advisors, Inc., holding a Series 65 designation and seven years of industry experience. He is also the owner of Sims & Co., a CPA firm he founded in 1995. 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 offers portfolio management through wrap-fee programs and third-party managers, managing approximately $229.3 million in assets as of December 31, 2024.

Nicole Pachar is a financial advisor with MDX Wealth Management in Missouri City, TX, holding Series 63 and Series 65 licenses and 12 years of industry experience. She has worked at Callaway Financial Services Inc, doing business as Synergy Securities, and has been with MDX Wealth Management since 2012. Outside of advising, she is the owner of Pachar Consulting LLC and also works as a contractor for a non-investment-related firm. MDX Wealth Management serves individual clients, including high-net-worth households, as well as trusts, foundations, corporations, and retirement plans. The firm provides wealth management and portfolio management with a fundamental research approach, offering both discretionary and non-discretionary services across multiple asset classes.

Derek Sensenig is a CFP® and ChFC® with 15 years of experience in financial advising. He is currently with Encompass Advisory Services, LLC and has held previous roles at Kansas State University, The Leaders Group Inc, AE Wealth Management, and Roberts Wealth Management. He teaches masters and PhD level courses at Kansas State University and has published peer-reviewed articles for various journals. Additionally, he provides consulting services for a Porsche North America road race team. Encompass Advisory Services is a team-based registered investment adviser serving individuals, business entities, retirement plans, trusts, and charitable organizations with a range of financial planning, investment, and wealth management services. The firm uses fundamental, technical, and cyclical analysis to construct portfolios and offers both discretionary and non-discretionary management, along with estate-document facilitation and insurance products through licensed agents.

William Jameson is a CFP® professional based in Sugar Land, TX, with 28 years of industry experience. He has been with WJ Interests, LLC since 1995, where he is part of a five-advisor team. Outside of his advisory role, he is an investor and limited partner in several partnership real estate ventures. 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 employs strategic asset allocation with third-party money managers, emphasizes governance practices, and offers daily-updated client portal access and formal proxy-voting guidelines.

Joshua Kirby is a CFP® professional with 11 years of experience in the financial services industry. He has been associated with Westpark Wealth Advisors, Inc. since 2016 and Calton & Associates, Inc. since 2017. Outside of his advisory roles, Kirby is involved with Camp Blessing, a Christian summer camp for children with special needs, where he leads Bible studies and works to strengthen community partnerships. 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 a variety of investment strategies and engages clients in defining objectives and risk tolerance, with many client relationships managed on a non-discretionary basis.

Paul Roberts III is a financial advisor at RWM Capital, LLC with nine years of industry experience. He holds the Series 65 designation and has been involved with multiple related firms, including Foundations Investment Advisors, LLC, and Roberts Wealth Management of MS, LLC, where he serves as president and independent agent. Roberts Wealth Management (RWM Capital, LLC) provides financial planning and fee-based discretionary investment management primarily to individual and high-net-worth clients preparing for or in retirement. The firm employs a multi-office structure and uses tailored asset allocations with model portfolios, sub-advisers, and algorithmic tools to manage approximately $222 million across more than 1,400 client relationships.

Ronald Bucchi is a CFP® with 37 years of industry experience, currently serving at WESTPARK WEALTH Advisors, Inc. He has held roles at Calton & Associates, Inc. and IMS Securities, Inc. Bucchi owns Flores & Bucchi Financial Services, which provides traditional fixed life insurance and annuity sales and services. He is also a non-paid member of the Pacific Life Advisory Council, providing feedback on advisory variable annuity operations. 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 investment strategies and provides portfolio management through wrap-fee programs and access to third-party money managers.

Stacey Rognon is a financial advisor at Westpark Wealth Advisors, Inc. in Houston, TX, with 25 years of industry experience. She holds the Series 66 designation and has been with Westpark Wealth Advisors since 2002. Prior to and during her tenure at Westpark, she was also associated with IMS Securities, Inc. for 15 years. 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 a variety of investment strategies and offers portfolio management through wrap-fee programs, third-party money managers, and standalone consulting engagements.

Zhaoxia Lin is a financial advisor at RWM Capital, LLC with three years of industry experience. She holds Series 65 and Series 63 licenses and has previously worked at W&S Brokerage Services and Western & Southern Life. Outside of advisory work, she is a full-time insurance sales agent with Western & Southern Life. Roberts Wealth Management provides financial planning and fee-based discretionary investment management primarily to individual and high-net-worth clients preparing for or in retirement. The firm uses tailored asset allocations, model portfolios, sub-advisers, and algorithmic tools across its multi-office platform to serve approximately 1,437 client relationships.

Brent Simmons is a financial advisor with WESTPARK WEALTH Advisors, Inc. in Houston, TX, holding Series 63 and Series 66 licenses and bringing 39 years of industry experience. He has worked at WESTPARK WEALTH Advisors since 2011 and concurrently at Calton & Associates, Inc. since 2017. Outside of investment advisory, he provides term life insurance quotes as an employee in the insurance sector. 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 investment strategies and provides portfolio management through wrap-fee programs and third-party money managers.

Jason Ceyanes Sr. is a CFP® with 14 years of industry experience, currently serving as President, CEO, and CFO at Encompass Advisory Services, LLC. He has worked at Encompass since 2019 and previously held roles at The Leaders Group Inc. and MWA Financial Services Inc. In addition to his advisory work, he teaches a personal money management course at the University of Houston - Clear Lake. Encompass Advisory Services is a team-based registered investment adviser that serves individuals, business entities, retirement plans, trusts, and charitable organizations. The firm provides financial planning, investment and wealth management, and estate-document facilitation, using a mix of mutual funds, ETFs, individual securities, and private placements, with portfolio management options that include discretionary and non-discretionary approaches.

Jared Jameson is a CFP® professional with 24 years of industry experience, currently serving at WJ Interests, LLC since 1997. Based in Sugar Land, TX, he is part of a five-advisor team at the firm. 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 constructs strategic asset allocations and selects third-party money managers, employing a disciplined approach that generally avoids market timing and leverage, while offering clients detailed reporting and governance practices.

Magdalena Santos is a financial advisor with WESTPARK WEALTH Advisors, Inc. She holds a Series 66 designation and has 18 years of industry experience. Her prior work includes roles at IMS Securities, Inc. and Calton & Associates, Inc. Westpark Wealth Advisors serves a broad client base including individuals, trusts, estates, pension and profit-sharing plans, and business entities. The firm offers portfolio management through wrap-fee programs, third-party money managers, and standalone financial planning, utilizing a range of investment strategies and managing approximately $229 million in assets as of the end of 2024.

Danny Armstrong is a financial advisor with Westpark Wealth Advisors, Inc. in Comanche, TX, holding a Series 63 designation and over 33 years of industry experience. He has worked at Westpark Wealth Advisors since 2002 and Calton & Associates since 2017. Outside of his advisory work, Armstrong is involved in rodeo announcing and sports broadcasting for a local radio station and provides care for a special needs family member. Westpark Wealth Advisors serves a diverse client base including individuals, trusts, estates, and business entities, offering investment advisory and financial planning services. The firm employs a variety of investment strategies and manages approximately $229.3 million in assets as of year-end 2024.

Fredrick Jackson is a financial advisor at Westpark Wealth Advisors, Inc. in Houston, TX, holding Series 63 and Series 65 licenses with 26 years of industry experience. He previously worked at Ims Securities, Inc. for 11 years and has been associated with Calton & Associates, Inc. since 2017. Outside of his advisory role, Jackson is employed as a tax preparer at H&R Block and is a partner involved in asset management and underwriting with Aspire LLC. 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 offers portfolio management through wrap-fee programs and third-party managers, serving clients with both discretionary and non-discretionary arrangements.

Christopher Gammon is a financial advisor with WESTPARK WEALTH Advisors, Inc. in Houston, TX, holding CFP®, Series 63, and Series 66 designations and has 32 years of industry experience. He has worked with Calton & Associates, Inc. since 2017 and has been with Westpark Wealth Advisors since 2000. He is the owner and CEO of Westpark Wealth Advisors, leading the firm and overseeing all financial information. Westpark Wealth Advisors provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, and business entities. The firm uses a variety of strategies including long- and short-term purchases, trading, option writing, and third-party manager arrangements, tailoring recommendations to client objectives and risk tolerance with a significant portion of assets managed on a non-discretionary basis.

Mateo Salmeron is a CFP® with three years of industry experience currently serving at WJ Interests, LLC. His prior work includes roles at Texas A&M University and Holistplan. WJ Interests primarily serves individual and high-net-worth families, along with trusts, estates, retirement plans, and select corporate clients, managing approximately $634 million across about 233 client relationships. The firm offers ongoing financial planning and discretionary investment management, emphasizing long-term manager relationships and a thorough due diligence process.

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.

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.