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.

David Belding is a financial advisor at Ascension Capital Advisors, Inc. in Houston, TX, holding a Series 65 designation and bringing 23 years of industry experience. He previously worked at SAGE HARBOR ADVISORS, INC. (formerly Belding Financial Resources, Inc.) for over two decades before joining Ascension Capital Advisors in 2016. Ascension Capital Advisors provides portfolio management, retirement plan consulting, financial planning, and private placement consulting to individuals, retirement plans, charitable organizations, and small businesses. The firm customizes investment strategies based on client risk tolerance and objectives, employs third-party and separate account managers, and offers educational programs including workshops and financial wellness sessions.

Diane Bambace is a financial advisor at Manske Wealth Management, LLC with six years of industry experience. She holds a Series 65 designation and previously worked at Invesco for four years and Lululemon for five years. Manske Wealth Management provides financial planning, consulting, and discretionary investment management to individuals, trusts, estates, corporations, and business entities. The firm uses a goal-based approach to asset allocation, incorporating fundamental, technical, and cyclical analysis, and manages approximately $608 million in client assets across a seven-advisor team.

William Monroe Jr. is a financial advisor at Callahan Advisors, LLC with seven years of industry experience. He holds a Series 65 designation and previously worked at Monroe Capital Management LLC and Bayou City Capital, LLC. Callahan Advisors, LLC provides discretionary investment management primarily to individuals, including high-net-worth clients, as well as charitable organizations, foundations, trusts, estates, and retirement accounts. The firm emphasizes U.S.-listed equity securities complemented by corporate and government debt, ETFs, and money market funds, with portfolio decisions guided by client risk tolerance and long-term objectives.

Dezmond Dixon is a financial advisor with Catalyst Wealth Management LLC and holds the Series 66 designation. He has less than one year of industry experience and has prior work experience in various roles outside the financial services industry, including at Uber and Domino’s Pizza. 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 uses turnkey asset management programs and 401(k)/403(b) plan administration, delivering primarily non-discretionary portfolio management with an advisory role in third-party manager selection and monitoring.

Connie Mack is a financial advisor with RIA Advisors in Houston, TX, holding a Series 66 license and 26 years of industry experience. He has worked at Charles Schwab and RIA Wealth Advisors, LLC, and currently serves as managing member and chief compliance officer of Simplevisor, an SEC-registered robo-adviser. Outside of investment advisory roles, Mack owns and operates two insurance agencies and a real estate investment company. RIA Advisors provides fee-based investment management and financial planning to individuals, including high-net-worth clients, as well as institutional retirement plans. The firm employs fundamental and technical analysis within a Modern Portfolio Theory framework and offers services such as fiduciary consulting and participant education for ERISA-qualified plan sponsors.

David Coffee is a financial advisor with WESTPARK WEALTH Advisors, Inc. based in Houston, TX, holding a Series 66 designation and possessing 28 years of industry experience. His career includes roles at Calton & Associates, Inc., IMS Securities, Inc., FOX Wealth Advisors LLC, FFEC Wealth Partners LLC, Banc Of America Investment Services, Inc., and Citigroup Global Markets. Westpark Wealth Advisors provides investment advisory and financial planning services to individuals, including high-net-worth clients, trusts, estates, pension and profit-sharing plans, and business entities. The firm employs a variety of strategies such as long-term and short-term investments, option writing, and third-party manager arrangements, with many client assets managed on a non-discretionary basis requiring client approval for trades.

Cameron Elafros is a financial advisor at Catalyst Wealth Management LLC with nine years of industry experience. He holds a Series 66 designation and has worked at several firms, including Innovation Partners LLC, GWN Securities, Inc., and Equitable Advisors. He is also a licensed insurance agent. 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 over 9,500 clients. The firm offers services primarily through turnkey asset management programs and 401(k)/403(b) plan administration, employing fundamental and technical analysis within a long-term trading framework.

Francisco Salaverry is a financial advisor at Tanglewood Legacy Advisors, LLC in Houston, TX, holding Series 65 and Series 66 licenses with four years of industry experience. His work history includes roles at AT&T, Fisher Investments, Carbonifera San Benito, Wells Fargo Advisor, and Morgan Stanley. Tanglewood Legacy Advisors serves individuals, high-net-worth clients, and various entities offering portfolio management and financial planning services. The firm manages approximately $809 million in assets with a small team, using customized portfolios primarily invested in actively managed mutual funds and ETFs, along with interval funds and structured notes under a formal AI policy.

Guillermo Pena Facio is a financial advisor at Banorte Asset Management, Inc. with three years of industry experience. He holds a Series 66 designation and has been with Banorte and its affiliated entities since 2023. Prior to his current role, he worked at Tecnologico de Monterrey for seven years and has experience with ventures such as Velez Coaching and TuHabi Mexico. Banorte Asset Management, Inc. serves individual and high-net-worth clients, including trusts and charitable organizations, primarily in Latin America with a focus on Mexican citizens. The firm offers discretionary and non-discretionary portfolio management through traditional and digital programs, using customized portfolios that include a range of assets from fixed income to equities.

Michael Spears is a financial advisor with WESTPARK WEALTH Advisors, Inc. in Houston, TX, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has worked at WESTPARK WEALTH Advisors since 2004 and previously at IMS Securities, Inc. and Calton & Associates, Inc. He also serves as Chief Compliance Officer for both WESTPARK WEALTH Advisors and IMS Insurance Agency. 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, including long- and short-term trading, option writing, and third-party manager use, often managing client assets on a non-discretionary basis with client trade approval.

Kaitlin Yardley is a CFP® professional with 14 years of experience, currently serving as part of the team at Schaeffer Financial LLC in Houston, TX. She has been with Schaeffer Financial since 2014. Schaeffer Financial serves individuals and families, with a particular focus on federal government employees and foreign nationals holding G-IV visas. The firm provides financial planning, portfolio management, and access to independent third-party portfolio managers, using a process that begins with goal-setting and risk assessment and emphasizes diversified asset allocation and risk management.

Edmund Borgmeier is a financial advisor with Post Oak Private Wealth Advisors in Houston, TX, holding a Series 66 designation and 24 years of industry experience. His prior experience includes a decade at Wells Fargo Clearing and operating as a sole proprietor for 17 years. Outside of his advisory role, he has ownership in a non-investment related business, Belogden Holdings, LLC. Post Oak Private Wealth Advisors serves individuals, including high-net-worth clients, as well as institutions, pension plans, trusts, and business entities. The firm provides portfolio management, financial planning, and educational seminars, employing a value- and risk-focused investment approach with a distinctive use of options and derivative instruments within separately managed accounts.

Jessica Cannella is a Series 65 licensed financial advisor with Oak Harvest Investment Services in Houston, TX, where she has worked since 2018. She has eight years of industry experience and is also associated with Oak Harvest Financial Group since 2010. In addition to her advisory role, she is involved in providing insurance services, including annuities and life, health, and long-term care coverage, through unaffiliated insurance companies. Oak Harvest Investment Services offers portfolio management, financial planning, and retirement plan sponsor services to individuals, families, and high-net-worth clients. The firm manages a range of investment products and conducts periodic reviews to tailor strategies to clients’ goals and risk tolerance.

Taylor Wickman is a financial advisor at Prota Financial in Houston, TX, holding a Series 65 designation with three years of industry experience. Prior to his advisory role, he has worked at JAG Aviation, Inc., a family business, for over a decade. Prota Financial offers discretionary investment management and financial planning services to individuals, high-net-worth clients, and small businesses. The firm employs model-based portfolio management, including Sharia-compliant options, and manages $270 million in regulatory assets.

Michael Thompson is a financial advisor at RWM Capital, LLC with 20 years of industry experience. He holds a Series 66 designation and has held roles at firms including Charles Schwab, Northwestern Mutual, and MassMutual. Thompson is also active as an insurance agent with 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 tailored asset allocations using model portfolios and sub-advisers, supplemented by third-party quantitative algorithms for tactical and strategic rebalancing across multiple offices.