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 at Westpark Wealth Advisors, Inc. in Houston, TX, with 24 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Westpark Wealth Advisors since 2004, alongside prior roles at IMS Securities, Inc. and Calton & Associates, Inc. He also serves as Chief Compliance Officer for Westpark Wealth Advisors and its affiliated insurance agency. Westpark Wealth Advisors serves individuals, trusts, estates, pension and profit-sharing plans, and business entities, offering investment advisory and financial planning services. The firm employs a variety of strategies, including long- and short-term purchases, trading, option writing, and third-party money manager arrangements, tailoring recommendations based on client objectives and risk tolerance.

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 license with two years of industry experience. He has been with Prota Financial since 2023 and is also involved in a family business, JAG Aviation, where he manages accounts receivable. Prota Financial provides discretionary investment management and financial planning to individuals, high-net-worth clients, and small businesses. The firm uses model-based portfolio management, including Sharia-compliant options, and conducts portfolio rebalancing with a centralized trading team.

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.

Jacob Johnson is a financial advisor at Lavaca Capital, LLC with seven years of industry experience. He holds a Series 65 designation and has worked previously at MUFG Union Bank and Petroboard. Lavaca Capital, LLC provides discretionary investment advisory and sub-advisory services primarily to institutional and high-net-worth clients, including asset managers, registered investment advisers, and family offices. The firm employs equity and option strategies aimed at risk-adjusted returns and downside protection, and it also sponsors private pooled funds with performance-based fee arrangements.

Marium Murphy is a CFP® professional at Post Oak Private Wealth Advisors with four years of industry experience. She previously worked at Mosaic Advisors and Northwestern Mutual and has held roles in education at the University of Houston and Westside High School. Murphy is also an independent insurance agent in a non-investment capacity. Post Oak Private Wealth Advisors serves individuals, institutions, pension and profit-sharing plans, trusts, estates, and business entities, offering portfolio management, financial planning, and educational seminars. The firm emphasizes value, safety, and risk control, utilizing a mix of equities, fixed income, mutual funds, ETFs, options, and multi-asset class strategies selected through a proprietary research process.

Holly Gage is a financial advisor with The Clarus Group in Houston, TX. She holds a Series 65 designation and has four years of industry experience. Prior to joining Clarus Wealth Group in 2021, she worked at HighRadius Corp and Pappas Restaurants Inc. The Clarus Group provides discretionary investment management and comprehensive wealth management services to individuals, trusts, estates, businesses, and retirement plans. The firm focuses on customized portfolios using a range of investment vehicles and offers standalone financial planning and retirement-plan advisory services, including acting as a 3(38) fiduciary for plan sponsors.

David Marion is a CFA® charterholder with 14 years of industry experience. He has worked at Post Oak Private Wealth Advisors since 2025 and previously spent 11 years at Santa Fe Advisors, LLC. Post Oak Private Wealth Advisors serves individuals, including high-net-worth clients, as well as institutions, pension and profit-sharing plans, trusts, estates, and business entities. The firm offers discretionary and non-discretionary portfolio management, financial planning, and educational seminars, managing approximately $282 million in discretionary assets with a focus on value, safety, quality, and risk control.

Katherine Morrison is a financial advisor with Prota Financial in Houston, TX, holding a Series 65 designation and three years of industry experience. Prior to joining Prota Financial in 2022, she worked in education roles including positions at St. Theresa Catholic School and Spring Branch ISD. Prota Financial provides discretionary investment management and financial planning to individuals, high-net-worth clients, and small businesses. The firm employs model-based portfolio management, including Sharia-compliant options, and manages approximately $270 million in regulatory assets.

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 28 years of industry experience. His prior roles include positions at LPL Financial, Intrua Financial, Cetera, and Prosperity Bank. Sovereign Wealth Advisors LLC serves individuals, trusts, retirement plans, and corporate clients by providing portfolio management, financial planning, retirement plan consulting, and educational seminars. The firm combines fundamental and technical analysis with a variety of investment strategies and offers access to sponsored advisory programs and third-party manager platforms.

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.

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.