Juan Valdivieso is a financial advisor at Banorte Asset Management, Inc. with 28 years of industry experience. He holds the ChFC® and Series 63 designations. His prior experience includes roles at Allstate Insurance Company and managing his own insurance and financial services firm. Banorte Asset Management, Inc. serves individual and high-net-worth clients, primarily Mexican citizens and other Latin American clients, offering discretionary and non-discretionary portfolio management through both traditional and digital wrap-fee programs. The firm utilizes a range of model allocations and investment vehicles, and is part of the larger Banorte group with affiliated broker-dealer and insurance entities.

Donna Behler is a financial advisor with Post Oak Private Wealth Advisors in Houston, TX, holding a Series 63 designation and bringing 23 years of industry experience. She has worked as a sole proprietor from 1998 to 2019 and has been with Post Oak Private Wealth Advisors since 2013. Outside of advisory services, she is also involved in insurance sales and service. 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 provides discretionary and non-discretionary portfolio management, financial planning, and educational seminars, employing a value- and risk-focused investment philosophy with a distinctive use of options and other derivatives within separately managed accounts.

John Landers is a CFP® and PFS™ credentialed advisor with Branson, Fowlkes & Company, Inc. in Houston, TX. He has experience at BDO USA, LLP and Lanier Law Firm prior to joining Branson, Fowlkes & Company. Outside of his advisory role, he serves as co-trustee of a family trust and is managing member of investment entities including Texan Capital, LLC and Landers Local Honey, LLC. Branson, Fowlkes & Company provides investment advisory and financial planning services to individuals, families, trusts, estates, charitable organizations, pension and profit-sharing plans, and small- to medium-sized businesses. The firm employs a strategic asset allocation approach with multi-level diversification, managing assets primarily on a discretionary basis for about 188 clients.

Sarah Dolan is a CFA® charterholder with eight years of experience in the financial industry. She has worked at Childress Capital Advisors, LLC since 2020 and previously held roles at BBVA Securities Inc. and Compass Bank. Dolan is based in Houston, TX, and holds a Series 66 license. Childress Capital Advisors is an SEC-registered firm managing approximately $826 million across 327 client accounts with a five-advisor team. The firm offers discretionary investment management, financial planning, and consulting services for individuals, high-net-worth clients, trusts, and institutions, employing a blend of fundamental, technical, and relative-strength analysis alongside both active and passive strategies.

Juan Carlos Barraza is a financial advisor at Banorte Asset Management, Inc. with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at various Banorte entities as well as PNC Investments and BBVA Securities. His career includes roles at Banorte Ventures Ltd. and Banorte Securities International, Ltd. Banorte Asset Management, Inc. serves individual and high-net-worth clients, particularly Mexican citizens, offering discretionary and non-discretionary portfolio management through tailored model allocations and a digital advisory platform. The firm’s offerings include individual securities, ETFs, mutual funds, structured notes, and private investments, with a focus on Latin American clientele.

Christopher Perras is a CFA® and ChFC® with 12 years of industry experience. He has worked at Oak Harvest Investment Services since 2018 and previously held roles at Mosaic Advisors, Merrill, and as a self-employed trader. Outside of advisory work, he is involved with Oak Harvest Insurance Services, selling annuities, life, health, and long-term care coverage through various unaffiliated insurance companies. 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 services. The firm manages client accounts on a discretionary basis, employing a combination of fundamental, technical, and value/cyclical analysis, and also advises the Oak Harvest Long/Short Hedged Equity Fund.

William Hughes Jr. is a financial advisor at Hurwitz Associates, Inc. in Houston, TX, holding Series 63 and Series 65 licenses with 55 years of industry experience. He has worked at Hurwitz Associates since 2016. Hurwitz Associates provides discretionary and non-discretionary investment management primarily for individual and high-net-worth clients, focusing on separately managed portfolios aligned with clients’ objectives. The firm emphasizes asset allocation using Modern Portfolio Theory with international exposure and manages portfolios with a long-term, low-turnover approach.

Larisa Kutac is a financial advisor with Oak Harvest Investment Services based in Houston, TX. She holds a Series 65 designation and has been with Oak Harvest Financial Group since 2017. Her prior work includes roles at White House Black Market and Sona Med Spa. 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 services. The firm manages client accounts using a combination of fundamental, technical, and value/cyclical analysis across various asset classes and is notable for advising the Oak Harvest Long/Short Hedged Equity Fund and providing investor education through seminars and online content.

Mark Mcmeans is a CFA® charterholder with 21 years of industry experience, currently serving at Brasada Capital Management, LP since 2008. He holds a Series 63 license and is based in Houston, TX. Brasada Capital Management, LP is an SEC-registered investment adviser managing a private pooled investment vehicle and providing discretionary portfolio management for separately managed accounts. The firm also offers sub-advisory services to other financial institutions and model portfolios to wrap-fee sponsors, employing a bottom-up, long/short equity investment approach that combines fundamental analysis with quantitative screening and sector research.

Steven Oldham is a CFA® charterholder and financial advisor at Autumn Lane Advisors, LLC in Houston, TX, with six years of industry experience. Prior to joining Autumn Lane Advisors in 2018, he worked at Iron Bridge Resources, Inc. and Procyrion, Inc. Oldham serves on the boards of several companies, including Texas Mutual Insurance Company and Central Bank, contributing governance, financial oversight, and investment expertise. Autumn Lane Advisors serves high-net-worth individuals and family offices, offering discretionary wealth management, non-discretionary investment consulting, and advisory services to private investment funds. The firm employs a family-office style approach with customized asset allocations, managing over $1 billion for a small client base and sponsoring multiple private fund vehicles.

Antonio Mariscal Romero is a financial advisor with Monex Asset Management, Inc. based in Houston, TX, holding Series 63 and Series 65 registrations and having 10 years of industry experience. He has worked at Monex Securities, Inc. since 2018 and Monex Asset Management, Inc. since 2017, with prior roles at Alpha Cubed Investments, LLC and Kanos Capital Management, LLC. He serves as a board member for Finzas Atlas, an insurance company, and Grupo Chantilly, a food and bakery products company, both based in Mexico. Monex Asset Management provides portfolio management and investment consulting services to individuals, corporations, trusts, estates, and charitable organizations. The firm employs a variety of investment strategies including fundamental and technical analysis, and utilizes sub-advisory relationships and technology platforms to support client portfolios.

Adam Gracely is a financial advisor at E & G Advisors, LLC in Houston, TX, holding a Series 65 designation with 20 years of industry experience. He has been with related entities of E & G Advisors since 2007. E & G Advisors provides discretionary portfolio management to individuals, high-net-worth clients, and various types of trusts and organizations, managing approximately $707 million in assets. The firm combines Modern Portfolio Theory with macroeconomic and fundamental analysis to create diversified investment allocations, typically managing accounts on a discretionary basis.

Cameron Cooper is a financial advisor at TIP Group LLC in Houston, TX, holding a Series 65 designation with two years of industry experience. He previously worked at The Fitzpatrick Group and has background experience in golf club operations. TIP Group LLC provides portfolio management and financial planning services to individuals, high-net-worth clients, and business entities, using a blend of fundamental analysis, modern portfolio theory, and technical analysis to guide investment decisions.

Jeffrey Farley is a CFP® with 41 years of experience in the financial services industry. He currently serves at Ascension Capital Advisors, Inc. and previously worked at Purshe Kaplan Sterling Investments, Cambridge Investment Research Advisors, and Sanders Morris LLC. Ascension Capital Advisors serves individuals, retirement plans, charitable organizations, and small businesses, offering portfolio management, retirement plan consulting, financial planning, and private placement consulting for accredited and qualified investors. The firm provides tailored investment advice and educational workshops, utilizing a range of investment products including fixed income securities, mutual funds, ETFs, and private placements.

Colin Lee is a CFP® professional with 11 years of experience in the financial services industry. He has worked at Horizon Wealth Advisors since 2017 and previously held roles at Securian Financial Services, Planto Roe Financial Services, and Minnesota Life Insurance Company. He holds the Series 66 license and is based in Houston, TX. Horizon Wealth Advisors is an independent, fee-only wealth management firm serving individuals, trusts, pension plans, and other entities with substantial investable assets. The firm provides comprehensive financial planning and discretionary portfolio management using diversified investments and maintains written Investment Policy Statements for clients.

Gustavo Ramirez is a financial advisor at Alterna Wealth Management, Inc. in Houston, TX, holding a Series 66 designation with one year of industry experience. Prior to joining Alterna Wealth Management, he worked at Alterna Securities, Inc. and Alterna Asesoría Internacional. Alterna Wealth Management provides investment advisory and portfolio management services to individuals, high-net-worth clients, trusts, estates, institutions, and charitable organizations. The firm employs a disciplined, global approach to asset allocation and diversification, combining quantitative analysis, technical methods, and an in-house trading desk.

Maria Dembski is a financial advisor with MDX Wealth Management, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. Her prior roles include positions at Bournehill Investment Services, Slca Capital, Callaway Financial Services, and Huckin Financial Group. She is also the sole proprietor of Capital Markets Consulting, LLC. MDX Wealth Management serves individual clients, including high-net-worth households, as well as trusts, foundations, corporations, and retirement plans. The firm offers wealth and portfolio management with a fundamental research process, providing both discretionary and non-discretionary services across multiple asset types and maintains a network of independently contracted advisers across nine offices.

Dustin Humrich is a ChFC® credentialed advisor with nine years of industry experience. He is currently with Oak Harvest Investment Services and Oak Harvest Financial Group, both since 2022, and has prior experience at Bank of America, Merrill Lynch, Vanguard Inc., and other firms. Outside of his advisory work, he is involved part-time in selling residential solar energy systems through a for-profit business. 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 in its discretionary asset-allocation process and advises the Oak Harvest Long/Short Hedged Equity Fund.

Brando Palazzo Giorgio is a financial advisor with ICON Wealth Partners in Houston, TX, holding Series 63 and Series 65 licenses with 15 years of industry experience. His prior experience includes roles at Purshe Kaplan Sterling Investments, Greenbriar Financial Services, and LPL Financial. He is dually registered with ICON Wealth Partners and Purshe Kaplan Sterling Investments. 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 portfolio allocations.

Diego Carus Garrido is a CFP® professional with four years of industry experience, currently serving at Monex Asset Management, Inc. He previously worked at Capgor SAPI de CV and Arkafin S.A.P.I. de C.V., SOFOM, E.N.R., and has academic experience from Universidad Anahuac Mexico. He is also a partner with limited involvement in DATTA CONSULTORES EN TECNOLOGICA, a technology-focused investment-related firm in Mexico City. Monex Asset Management serves individuals, corporations, trusts, estates, and charitable organizations, providing discretionary and non-discretionary portfolio management and investment consulting. The firm uses a variety of analytical methods and strategies and incorporates technology partnerships to support portfolio recommendations and account consolidation.