Nicholas Brown is a Certified Financial Planner (CFP®) and Chartered Financial Analyst (CFA®) with 11 years of industry experience. He has been with Granite Harbor Advisors, INC. since 2015 and also works with Granite Harbor Group. Outside of his advisory role, he is a licensed insurance agent and a partner in an insurance-related business. Granite Harbor Advisors serves individual and high-net-worth clients as well as institutional sponsors, providing asset management, financial planning, and retirement plan consulting. The firm manages portfolios using a range of public and private securities and acts as sponsor and adviser to multiple private funds.

Bradley Bowman is a financial advisor with Sovereign Wealth Advisors LLC in Houston, TX, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. His prior work includes roles at LPL Financial, Intrua Financial, Cetera, and Banc of America Investment Services. Sovereign Wealth Advisors LLC provides investment advisory and financial planning services to individuals, trusts, retirement plans, and other entities, managing portfolios with a range of securities and employing multiple analytical methods with at least quarterly reviews.

Rebecca Mc Elroy is a financial advisor with Horizon Wealth Advisors in Houston, TX, holding 10 years of industry experience. She has worked at Horizon Advisors, LLC since 2016 and previously at Maddox, Thomson and Associates. She serves as treasurer for Houston PetSet, an animal welfare nonprofit organization. Horizon Wealth Advisors is an independent, fee-only firm offering comprehensive financial planning and discretionary portfolio management. The firm serves individuals, trusts, pension plans, and other entities, typically working with clients who have substantial investable assets.

Hannah Mathiews is a financial advisor at Catalyst Wealth Management LLC in Houston, TX, holding a Series 66 designation with one year of industry experience. Her prior work includes roles in education and entertainment, such as positions at Oklahoma Premier Private School and Main Event Entertainment. She also has experience with Innovation Partners LLC. Catalyst Wealth Management LLC provides portfolio management and retirement-plan services to individuals, high-net-worth clients, and employer retirement plans, managing approximately $105 million in assets for about 9,549 clients. The firm delivers services primarily through turnkey asset management programs and 401(k)/403(b) plan administration, emphasizing a non-discretionary, advisory approach that incorporates fundamental and technical analysis.

Gregory Shaw is a CFP® professional with 17 years of experience in financial advising, currently serving at Granite Harbor Advisors, Inc. since 2016. He holds the Series 66 designation and is based in Houston, TX. Outside of his advisory role, he owns Brazos Property Solutions LLC, a business focused on purchasing, rehabbing, and reselling real estate. Granite Harbor Advisors works with individual and high-net-worth clients as well as institutional sponsors, offering services that include asset management, financial planning, and retirement plan consulting. The firm manages portfolios with a mix of public and private securities and also sponsors multiple private funds managed through related entities.

Patricio Arias Sartorius is a financial advisor with Monex Asset Management, Inc., holding a Series 66 designation and four years of industry experience. He has been with Monex Asset Management since 2023 and has worked at Monex Securities, Inc. since 2020. Outside of his advisory roles, he has experience in academia, having worked at the University of Houston since 2019. Monex Asset Management provides discretionary and non-discretionary investment advisory and consulting services to individuals, high-net-worth clients, corporations, trusts, estates, and charitable organizations. The firm employs a mix of fundamental, technical, and charting analysis across a broad range of products and offers both direct management and sub-advisory services.

Luke Papaelias is a financial advisor at Tanager Wealth Management with two years of industry experience. He has worked at several firms including Gessner Wealth Strategies, Cross Border Wealth, and Holborn Assets, and previously operated Papaelias Financial Solutions. Tanager Wealth Management provides advisory services to individuals, high-net-worth clients, trusts, charities, and retirement plans, offering portfolio management and comprehensive financial planning. The firm’s investment approach focuses on asset allocation and fundamental analysis, tailoring portfolios to client objectives and reviewing them quarterly.

Edward Rossi is a CFP® with 33 years of industry experience and is currently an advisor at Oak Harvest Investment Services, where he has worked since 2020. His prior experience includes roles at E*TRADE Capital Management, Financial Engines Advisors, Edelman Financial Services, Charles Schwab, and PNC Wealth Management, among others. Rossi is also an insurance agent with Oak Harvest Insurance Services, recommending and selling insurance products including annuities and life insurance. Oak Harvest Investment Services is a team advisory firm serving individuals, families, high-net-worth clients, and retirement plan sponsors with portfolio management, financial planning, and consulting. The firm integrates financial planning and risk profiling into discretionary asset management across various investment vehicles and also advises the Oak Harvest Long/Short Hedged Equity Fund.

Cameron Mc Ilhenny is a financial advisor at Granite Harbor Advisors, Inc. with four years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at Purshe Kaplan Sterling Investments, Oakwood Capital Securities, and Dock Automotive Group. Granite Harbor Advisors serves individual and high-net-worth clients as well as institutional sponsors, offering asset management, financial planning, and retirement plan consulting. The firm manages portfolios using a range of public and private securities and sponsors multiple private funds alongside related advisory entities.

Jill Naponic is a financial advisor with KDK Private Wealth Management and holds Series 63 and Series 65 designations. She has seven years of industry experience, including roles at Castle Hill Capital Partners Inc., Equus Financial Consulting LLC, and Riverrock Group, LLC. KDK Private Wealth Management serves high-net-worth individuals, family offices, trusts, estates, charitable organizations, and business entities with comprehensive wealth management services. The firm employs a diversified investment approach combining fundamental, technical, quantitative, cyclical, and behavioral analysis, managing portfolios with a mix of ETFs, mutual funds, individual securities, and allocations to Independent Managers.

Matthew Powalski is a financial advisor at JCP Investment Management, LLC in Houston, TX, holding a Series 65 designation with five years of industry experience. His prior roles include positions at family offices McNair Interests and Capital Technologies, as well as PKF Texas. JCP Investment Management provides discretionary investment management to high-net-worth clients through pooled investment vehicles, sub-advised funds, and separately managed accounts. The firm uses a combination of fundamental and cyclical analysis alongside active trading strategies, tailoring portfolio construction and trade allocations to each client’s specific fund or account.

Ryan Christensen is a CFP® and holds a Series 66 license with eight years of industry experience. He has worked at Awaken Wealth Partners LLC since 2026 and previously held roles at Thrivent Financial, Park Avenue Securities, and Guardian Life Insurance Company. In addition to his advisory work, he spends approximately 10% of his time each month engaged in insurance sales. Awaken Wealth Partners is an SEC-registered investment adviser serving individuals, high net worth individuals, estates, and trusts. The firm offers financial planning, discretionary investment management, and retirement plan advisory, managing approximately $237.3 million in discretionary assets with a focus on fundamental analysis and a long-term investment approach.

Joseph Allison is a CFP® and ChFC® with 30 years of experience in the financial services industry. He has worked at Westpark Wealth Advisors, Inc. since 2003 and has been affiliated with Calton & Associates, Inc. since 2017. Outside of his advisory work, he owns and operates Allison Benefit Consultants, providing employee benefits services, and is a partner in Alisson P & C LLC, which offers personal lines insurance. Westpark Wealth Advisors serves individuals, trusts, estates, pension and profit-sharing plans, and businesses, offering investment advisory and financial planning services. The firm employs a variety of investment strategies and often manages assets on a non-discretionary basis, requiring client approval for trades.

Paul Thompson Jr. is a CFP® professional at Ascension Capital Advisors, Inc. in Houston, TX, with 13 years of industry experience. He has worked at both Purshe Kaplan Sterling Investments and Ascension Capital Advisors for over a decade. Thompson serves on the boards of the Texas Center for the Missing and the D. Truitt and Lorna Davis Foundation, a charitable organization focused on early childhood education, and he is president of Infinity Ice, LLC, a commercial ice vending business. Ascension Capital Advisors serves individuals, retirement plans, charitable organizations, and small businesses, offering portfolio management, retirement plan consulting, financial planning, and private placement consulting. The firm tailors investment advice to client risk tolerance and objectives, utilizing a mix of fixed income, mutual funds, ETFs, and other instruments, and provides educational workshops and specialized services for qualified investors.

Kenneth Moffet is a financial advisor at Hourglass Capital, LLC with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Hourglass Capital since 2008. Hourglass Capital provides discretionary separately managed account investment management and consulting services to individuals, trusts, pension and profit-sharing plans, charitable organizations, and certain corporations. The firm employs a multi-method investment process and manages approximately $598 million across about 96 client accounts.

Daniel Adams is a financial advisor at Analog Capital Partners LLC with six years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has prior experience at Invesco, Credit Suisse Securities, and International Strategy & Investment Group LLC. Outside of advisory work, he serves as an account manager for Refinitiv, a firm that licenses and markets data products and services. Analog Capital Partners provides discretionary portfolio management and financial planning to individual and high-net-worth clients, as well as serving other investment advisers as a subadviser. The firm customizes portfolios based on client time horizons and risk tolerances, employing a combination of fundamental, quantitative, technical, and modern portfolio theory approaches.

Julio Cacho Diaz is a financial advisor at Inscription Capital, LLC with nine years of industry experience. He holds a Series 65 designation and has worked at Inscription Capital since 2020. He also serves as an instructor at Rice University and is the Chief Wealth Manager at Grupo Bursatil Mexicano, where he advises on investment product strategy and training. Inscription Capital serves individual and institutional clients, including high net worth individuals, family offices, trusts, and private foundations, managing approximately $1.56 billion in assets. The firm employs a personalized, committee-driven investment process focused on fundamental analysis and long-term diversified allocations across a broad range of asset types.

Jared Brennen is a CFP® and holds a Series 63 license, with three years of experience in the financial advisory industry. He currently works at Endeavor Advisors, LLC and previously spent nine years at Northern Trust and one year at Amegy Investments, Inc. Jared is based in Houston, TX. Endeavor Advisors serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans with discretionary investment management, family office services, and standalone financial planning. The firm employs primarily long-term strategies using a blend of securities and combines fundamental and technical analysis, offering a family office–style service model and access to third-party options management.

Valentina Beraud Macgowan is an advisor at GBM Wealth Management, Inc. in Houston, TX, holding a Series 66 credential with one year of industry experience. Her prior work includes roles at GBM International, Inc., Bodyguard.AI, and ESSCA, among others. 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 variety of investment strategies, including ETF-focused and quantitative approaches, serving both U.S. and non-U.S. clients with discretionary and non-discretionary account management.

Francisco De Borja Echanove Camina is a financial advisor at MMBG Investment Advisors Co. with Series 65 and Series 66 credentials. He has prior experience at Banco Santander International and Banco Santander Spain, spanning from 2015 to 2023. MMBG Investment Advisors Co. provides discretionary investment management and limited financial planning to individuals, businesses, and institutional investors, managing approximately $2.46 billion in discretionary assets. The firm employs a global investment approach that combines top-down macro analysis with bottom-up fundamental security selection and maintains notable international client relationships and affiliations.