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.

Edward Rossi is a CFP® professional with over 32 years of industry experience. He has been with Oak Harvest Investment Services since 2020 and has prior experience at firms including E*TRADE Capital Management and Edelman Financial Services. Rossi is also an insurance agent affiliated with Oak Harvest Insurance Services, where he recommends and sells insurance products such as annuities and life insurance. 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 assets across various investment vehicles and operates an affiliated insurance agency while advising its own registered mutual 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.

Blake Thompson is a financial advisor with Catalyst Wealth Management LLC in Houston, TX. He holds the Series 66 designation and has been in the industry since 2025. Prior to joining Catalyst, he worked at Innovation Partners LLC and has experience in various roles outside the financial sector. Thompson is also a licensed insurance agent. Catalyst Wealth Management provides portfolio management and advisory services to individual and high-net-worth clients, including retirement plan participants. The firm manages accounts on a non-discretionary basis and focuses on mutual funds, ETFs, fixed income, and REITs, using both fundamental and technical analysis with a long-term trading approach.

Matthew Powalski is a financial advisor at JCP Investment Management, LLC with four years of industry experience. He holds a Series 65 designation and previously worked at McNair Interests and Capital Technologies family offices, as well as PKF Texas. JCP Investment Management provides discretionary advisory services to high-net-worth individuals through pooled investment vehicles, sub-advised funds, and separately managed accounts. The firm employs fundamental and cyclical analysis and utilizes a variety of investment strategies including long-term and short-term trading, short sales, margin, option writing, and derivatives for risk management.

Joseph Allison is a financial advisor with Westpark Wealth Advisors, Inc. in Houston, TX, holding CFP® and ChFC® designations and over 30 years of industry experience. He has been with Westpark Wealth Advisors since 2003 and previously worked at Ims Securities, Inc. and Calton & Associates, Inc. Outside of his advisory role, he owns Allison Benefit Consultants, which provides employee benefits, and he is a partner in a personal lines insurance business. Westpark Wealth Advisors serves individuals, trusts, estates, pension and profit-sharing plans, and business entities with investment advisory and financial planning services. The firm employs a variety of investment strategies and often manages client 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, 65, and 66 licenses. Prior to joining Analog, Adams worked at Invesco and International Strategy & Investment Group LLC, and he has experience as an account manager at Refinitiv. Analog Capital Partners provides discretionary portfolio management and financial planning to individual and high-net-worth clients, as well as subadvisory services to other investment advisers. The firm customizes portfolios based on clients’ time horizons and risk tolerances, employing a mix of fundamental, quantitative, technical, and modern portfolio theory strategies across various asset classes.

Michael Gorman is a financial advisor at Modern Capital Advisors, LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Liberty Partners Financial Services, LLC since 2015 in addition to his role at Modern Capital Advisors since 2014. Modern Capital Advisors provides financial planning, portfolio and wealth management, and retirement-plan consulting to individuals, including high-net-worth clients, as well as pension and profit-sharing plans, charitable organizations, and corporations. The firm employs a core-and-satellite investment approach with globally diversified portfolios and offers Strategic Portfolio Management strategies using model portfolios or third-party strategists.

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.

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.

Luis Suarez Perez is a financial advisor at Finamex Asset Management, LLC in Houston, TX, holding Series 65 and Series 63 licenses with six years of industry experience. His prior roles include positions at Alterna Securities, Inc., J.P. Morgan Securities LLC, and JPMorgan Chase Bank, N.A. Finamex Asset Management provides portfolio management, financial planning, and consulting services primarily to high-net-worth individuals in Mexico, as well as institutional clients such as pension fund managers and businesses. The firm employs a combination of Modern Portfolio Theory and tactically managed, rule-driven strategies, with an emphasis on active fixed-income and sector supervision, and manages a majority of assets on a non-discretionary basis.