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. Outside of finance, he works part-time on weekends as an eStore shopper for H-E-B. Public Advisors serves primarily individual investors through an internet-only advisory platform, offering discretionary portfolio management with a software-driven investment process that includes Treasury ladders, direct indexing, and AI-customized portfolios. The firm manages over 4,500 clients through eight advisors and delivers services exclusively via its website and mobile app.

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 in Houston, TX, holding a Series 65 designation with 18 years of industry experience. He has been with Brasada Capital Management since 2008. Brasada Capital Management is a registered investment adviser providing discretionary portfolio management through a private pooled long/short equity fund, sub-advisory services to other advisors, and separately managed accounts for individual, retirement plan, trust, and institutional clients. The firm uses a bottoms-up, fundamentals-driven investment process with a range of product types and fee arrangements.

Rosa Flores Aranda is a financial advisor at GBM Wealth Management, Inc. in Houston, TX, holding Series 63 and Series 65 credentials with three years of industry experience. Her prior work includes roles at Intercam Casa De Bolsa and Grupo Financiero Banorte. GBM Wealth Management provides investment advisory and portfolio management services to individuals, high-net-worth clients, trusts, corporations, investment companies, and select institutional clients, including insurance companies. The firm offers customized portfolios using fundamental analysis and a range of investment strategies, serving both U.S. and non-U.S. residents with 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 financial advisor with FCA Corp in Houston, TX, holding a Series 65 designation and 18 years of industry experience. He has been with FCA Corp since 2008. Outside of his advisory role, Levay serves as general counsel for First Commonwealth Holdings Corp. and operates his own law office. FCA Corp provides portfolio management, financial planning, and consulting services to individuals, managed entities, and open-end investment companies. The firm uses fundamental analysis and macroeconomic considerations to create customized portfolios and serves as adviser to the Commonwealth International Series Trust.

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 in Houston, TX, holding a Series 66 designation with 26 years of industry experience. He has worked at Tanglewood Legacy Advisors since 2011 and previously held positions at LPL Financial, Bolton Securities Corporation, Cambridge Investment Research Advisors, and Merrill. Tanglewood Legacy Advisors serves individuals, high-net-worth clients, business entities, trusts, estates, and charitable organizations with portfolio management and financial planning services. The firm employs a range of customized asset allocations primarily using actively managed mutual funds and ETFs, alongside less-liquid instruments, and integrates advanced tools including AI within a formal review process.

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.