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.

James Birdsall is a financial advisor at Brasada Capital Management, LP with 17 years of industry experience. He holds a Series 65 designation and has been with Brasada since 2008. Brasada Capital Management 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 offers sub-advisory services to other financial institutions and unaffiliated advisers, using a bottom-up, long/short equity investment approach supported by fundamental analysis and quantitative research.

Rosa Flores Aranda is a financial advisor with GBM Wealth Management, Inc. in Houston, TX, holding Series 65 and Series 63 licenses and three years of industry experience. She previously worked at Grupo Financiero Banorte and Intercam Casa De Bolsa. GBM Wealth Management provides investment advisory and portfolio management services to a diverse client base, including individuals, trusts, corporations, and institutional clients. The firm offers customized portfolios using various strategies ranging from conservative to aggressive and serves both U.S. and non-U.S. residents through discretionary and non-discretionary accounts.

Zachary Welborn is a financial advisor at Manske Wealth Management, LLC in Houston, TX, holding a Series 65 designation with eight years of industry experience. He has been with Manske Wealth Management since 2014. Manske Wealth Management provides financial planning, consulting, and discretionary investment management services to individuals, trusts, estates, corporations, and business entities. The firm uses a goal-based approach to portfolio construction, incorporating fundamental, technical, and cyclical analysis, and manages approximately $608 million in client assets across a seven-advisor team.

William Levay is a Series 65–licensed financial advisor with FCA Corp in Houston, TX, where he has worked since 2008. He has 17 years of industry experience. In addition to his advisory role, Levay is general counsel for First Commonwealth Holdings Corp. and operates a private law practice, both unrelated to investment activities. FCA Corp provides portfolio management, financial planning, and consulting services to individuals, managed entities, and open-end investment companies. The firm emphasizes fundamental and macroeconomic analysis to create customized portfolios and serves as adviser to both pooled private entities and registered open-end funds.

Emily Walls is a Certified Financial Planner® with seven years of industry experience. She is currently with Ascension Capital Advisors, Inc., where she has worked for six years. Prior to that, she held positions at Purshe Kaplan Sterling Investments, UBS Financial Services, and For Friends and Family, LLC. Outside of her advisory role, she was involved with HomePlate Peanut Butter, indicating experience in entrepreneurial ventures. 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 advice based on client risk tolerance and objectives, employs third-party money managers, maintains defensive cash positions as needed, and offers educational workshops and services, including financial-wellness sessions and private placement consulting for qualified investors.

Mayra Rodriguez is a financial advisor at GBM Wealth Management, Inc. in Houston, TX, holding a Series 66 designation with four years of industry experience. She previously worked at Monex Asset Management, Inc. and Monex Securities, Inc. for three years and has additional experience running a home organization business. GBM Wealth Management provides investment advisory and portfolio management services to individuals, high-net-worth clients, trusts, corporations, investment companies, and select institutional clients. The firm offers customized portfolios using fundamental analysis and a range of investment strategies, serving both U.S. and non-U.S. clients with discretionary and non-discretionary accounts.

David Stuyck is a financial advisor at Tanglewood Legacy Advisors, LLC with 25 years of industry experience. He holds a Series 66 designation and has been with Tanglewood Legacy Advisors since 2011, previously working at LPL Financial from 2011 to 2019. Tanglewood Legacy Advisors serves individuals, including high-net-worth clients, as well as business entities, trusts, estates, and charitable organizations. The firm provides discretionary and non-discretionary portfolio management along with financial planning and consulting, using customized asset-allocation frameworks and a combination of actively managed funds, ETFs, and select alternative investments.

Austin James is a financial advisor with WJ Interests, LLC, holding a Series 65 credential and beginning his industry career in 2026. His prior experience includes roles at Inscription Capital and various positions outside the financial sector, including at Texas Tech University and Longhorn Steakhouse. WJ Interests, LLC serves individual and high-net-worth families, trusts, estates, retirement plans, and select corporate clients, managing approximately $634 million across about 233 client relationships. The firm focuses on strategic asset allocation using external money managers, emphasizes long-term manager relationships, and offers additional services such as succession and exit planning for closely held business owners.

Stephen Hall is a financial advisor with Sovereign Wealth Advisors LLC in Houston, TX, holding a Series 63 designation and bringing 33 years of industry experience. He previously worked at LPL Financial and Cetera, with a long tenure at Cetera Advisor Networks LLC. Outside of his advisory role, he is involved with Huckleberry Ventures, LLC, a business entity for tax and investment purposes. Sovereign Wealth Advisors LLC serves individuals, trusts, retirement plans, and corporate clients, offering portfolio management, financial planning, retirement-plan consulting, and educational seminars. The firm uses a combination of fundamental and technical analysis, provides discretionary portfolio management, and utilizes various third-party advisory platforms and model portfolios.

Larry Bell is a CFP® professional with 22 years of industry experience, currently serving at Trinity Legacy Partners, LLC since 2014. He is the managing member of Lifetree Financial, LLC, a company focused on publishing educational materials on financial stewardship, where he engages in writing, publishing, consulting, and public speaking. Additionally, he holds a volunteer board position with Clear Creek Counseling, a nonprofit organization. Trinity Legacy Partners is a fee-only, SEC-registered investment adviser that offers discretionary portfolio management, financial planning, and investment consulting to individuals, trusts, estates, corporations, and charitable organizations. The firm manages diverse securities and sponsors a private pooled investment vehicle employing an options-based strategy for accredited clients.

Liam Fraboulet is a financial advisor at Skybound Wealth USA with one year of industry experience and holds a Series 66 designation. His prior experience includes a role at Edward Jones and various positions during his education at Auburn University at Montgomery, Western New Mexico University, and Coastal Carolina University. 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 uses a centralized investment governance framework and primarily manages client assets on a non-discretionary basis.

David Spann is a CFP® professional with 15 years of experience in financial advising, currently serving at Sovereign Wealth Advisors LLC since 2015. He also maintains a role with LPL Financial, where he has worked since 2010. Spann holds a Series 66 license and is involved in providing non-variable insurance products, including life, disability, and fixed annuities. Sovereign Wealth Advisors LLC 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 with various investment strategies and offers access to sponsored advisory programs and third-party manager platforms.

Dwane Bacak is a CFA® charterholder with 17 years of industry experience. He is currently with Oak Harvest Investment Services, where he has worked since 2023. Prior to joining Oak Harvest, he spent 27 years at Invesco. Outside of his advisory role, he serves as Chief Financial Officer at Cement Crafters LLC, providing advice to a furniture manufacturing company started by his family. Oak Harvest Investment Services provides portfolio management, financial planning, and consulting to individuals, families, and high-net-worth clients, as well as retirement plan sponsor services. The firm manages individual accounts and an open-end mutual fund, employing a range of investment strategies including mutual funds, ETFs, equities, fixed income, and algorithmic trading.

James Leopold II is a financial advisor at Arkos Global Advisors, LLC in Houston, TX, holding Series 63 and Series 65 licenses with 10 years of industry experience. He previously worked at The Prudential Insurance Company of America and Pruco Securities, LLC from 2016 to 2021. Arkos Global Advisors provides financial planning, consulting, and wealth management services to individuals, trusts, estates, charitable organizations, and business entities. The firm uses a combination of fundamental, technical, and cyclical analysis alongside both in-house and third-party research to build diversified, goal-oriented portfolios for retail and high-net-worth clients.