James Leopold II is a financial advisor at Arkos Global Advisors, LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at The Prudential Insurance Company of America and Pruco Securities, LLC. Arkos Global Advisors serves individuals, trusts, estates, charitable organizations, and business entities by providing financial planning, consulting, and portfolio management services. The firm combines comprehensive planning with discretionary investment management, utilizing fundamental, technical, cyclical, and quantitative analysis, and maintains an affiliation with a certified public accounting firm.

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.

Mitchell Le Roy is a CFP® professional with five years of industry experience, currently serving at Willis Johnson Wealth in Houston, TX. His prior experience includes roles at Vaughn Wealth Management and multiple positions within Willis Johnson & Associates. Willis Johnson Wealth provides comprehensive financial planning and investment management primarily for corporate professionals, executives, and high-net-worth individuals and their families. The firm employs an evidence-based, tax-aware investment approach and offers a range of model strategies along with tailored solutions including structured protection models and private-market allocations.

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.

Cody Bangerter is a financial advisor at Willis Johnson Wealth in Houston, TX, holding a Series 65 credential. He has been with Willis Johnson & Associates since 2025 and has prior experience working at Beehive Federal Credit Union and in academic roles at Brigham Young University - Idaho and the University of Houston Department of Biomedical Engineering. Willis Johnson Wealth provides comprehensive financial planning and investment management services primarily for corporate professionals, executives, and high-net-worth individuals and their families. The firm follows an evidence-based, tax-aware investment approach and offers a range of model strategies alongside tailored solutions that include private-market allocations and structured protection models.

Connie Mack is a financial advisor at Simplevisor with 25 years of industry experience and holds a Series 66 designation. He has worked at RIA Wealth Advisors, LLC and CLARITY FINANCIAL, LLC dba RIA ADVISORS. Outside of advisory roles, he owns and operates Alora Consulting, LLC, a licensed insurance agency. Simplevisor is an SEC-registered online automated investment adviser that offers digital model portfolios to retail and high-net-worth clients. The firm uses a risk-tolerance questionnaire to match clients with one of five portfolio models, which include ETFs, individual stocks, and bonds, and features thematic models such as cryptocurrency and artificial intelligence.

David Coffee is a financial advisor with WESTPARK WEALTH Advisors, Inc. in Houston, TX, holding a Series 66 credential and bringing 28 years of industry experience. He has worked at Calton & Associates, Inc. since 2018 and has been associated with Westpark Wealth Advisors since 2014. 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 range of strategies including long- and short-term purchases, trading, option writing, and third-party manager arrangements, with many client assets managed on a non-discretionary basis.

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 having 23 years of industry experience. He has worked at WESTPARK WEALTH Advisors since 2004 and also spent time at IMS Securities, Inc. and Calton & Associates, Inc. Spears 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 plans, and business entities, employing a variety of investment strategies and offering access to third-party money managers. The firm manages approximately $229 million in assets, with a mix of discretionary and non-discretionary arrangements.

Kaitlin Yardley is a CFP® with 13 years of industry experience, currently serving as an advisor at Schaeffer Financial LLC in Houston, TX. She has been with Schaeffer Financial since 2014, contributing to the firm across multiple roles within its five-advisor team. Schaeffer Financial serves individuals and families, including federal government employees and foreign nationals holding G‑IV visas, as well as trusts, foundations, and small businesses. The firm provides financial planning and discretionary portfolio management with an emphasis on diversified asset allocation and offers educational seminars and workshops as part of its client services.

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.