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 25 years of industry experience. His career includes roles at Wells Fargo Clearing and UBS Financial Services, as well as operating a sole proprietorship. Outside of advisory work, he is involved in managing a non-investment related business, Belogden Holdings, LLC, alongside his spouse. Post Oak Private Wealth Advisors is a team-based registered investment adviser serving individuals, institutions, trusts, estates, and business entities. The firm manages approximately $391 million across 376 client accounts, employing an investment approach focused on value, safety, quality, and risk control, with offerings that include discretionary portfolio management, financial planning, and access to model and managed-account solutions.

Richard La Font is a financial advisor at Endeavor Advisors, LLC in Houston, TX, holding a Series 65 designation with one year of industry experience. He previously worked at Northern Trust Company for three years, Sentinel Trust Company LBA for four years, and Chiara LaFont & Peden, PLLC for ten years. Endeavor Advisors serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans with discretionary investment management, family office and wealth management, and standalone financial planning. The firm employs primarily long-term strategies using a combination of individual stocks, ETFs, mutual funds, independent managers, and bonds, integrating fundamental and technical analysis in portfolio construction and monitoring.

Jessica Cannella is a Series 65-licensed financial advisor with Oak Harvest Investment Services in Houston, TX, where she has worked for eight years. She is also affiliated with Oak Harvest Financial Group, with sixteen years of industry experience. Outside of advisory services, she is active as an insurance agent, 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, consulting, and plan-sponsor services. The firm integrates financial planning, risk profiling, and portfolio monitoring into its discretionary asset-allocation process and also advises an open-end mutual fund while providing educational seminars and online investor resources.

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.

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, holding a Series 65 designation and 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 wealth management and discretionary investment management services to individuals, trusts, estates, businesses, and retirement plans. The firm employs customized investment models primarily using ETFs and mutual funds, combining long-term strategies with the flexibility for shorter-term trades, and offers estate planning document generation alongside its advisory services.

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.

Bradley Bowman is a financial advisor with Sovereign Wealth Advisors LLC in Houston, TX, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. His prior work includes roles at LPL Financial, Intrua Financial, Cetera, and Banc of America Investment Services. Sovereign Wealth Advisors LLC provides investment advisory and financial planning services to individuals, trusts, retirement plans, and other entities, managing portfolios with a range of securities and employing multiple analytical methods with at least quarterly reviews.

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.

Hannah Mathiews is a financial advisor at Catalyst Wealth Management LLC in Houston, TX, holding a Series 66 designation with one year of industry experience. Her prior work includes roles in education and entertainment, such as positions at Oklahoma Premier Private School and Main Event Entertainment. She also has experience with Innovation Partners LLC. 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 delivers services primarily through turnkey asset management programs and 401(k)/403(b) plan administration, emphasizing a non-discretionary, advisory approach that incorporates fundamental and technical analysis.

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® with 33 years of industry experience and is currently an advisor at Oak Harvest Investment Services, where he has worked since 2020. His prior experience includes roles at E*TRADE Capital Management, Financial Engines Advisors, Edelman Financial Services, Charles Schwab, and PNC Wealth Management, among others. Rossi is also an insurance agent with Oak Harvest Insurance Services, recommending and selling insurance products including annuities and life insurance. 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 into discretionary asset management across various investment vehicles and also advises the Oak Harvest Long/Short Hedged Equity Fund.

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.

Matthew Powalski is a financial advisor at JCP Investment Management, LLC in Houston, TX, holding a Series 65 designation with five years of industry experience. His prior roles include positions at family offices McNair Interests and Capital Technologies, as well as PKF Texas. JCP Investment Management provides discretionary investment management to high-net-worth clients through pooled investment vehicles, sub-advised funds, and separately managed accounts. The firm uses a combination of fundamental and cyclical analysis alongside active trading strategies, tailoring portfolio construction and trade allocations to each client’s specific fund or account.

Joseph Allison is a CFP® and ChFC® with 30 years of experience in the financial services industry. He has worked at Westpark Wealth Advisors, Inc. since 2003 and has been affiliated with Calton & Associates, Inc. since 2017. Outside of his advisory work, he owns and operates Allison Benefit Consultants, providing employee benefits services, and is a partner in Alisson P & C LLC, which offers personal lines insurance. Westpark Wealth Advisors serves individuals, trusts, estates, pension and profit-sharing plans, and businesses, offering investment advisory and financial planning services. The firm employs a variety of investment strategies and often manages assets on a non-discretionary basis, requiring client approval for trades.