Blake Nelson is a financial advisor at JCP Investment Management, LLC with three years of industry experience. He holds a Series 65 designation and has previously worked at Blue River Partners, LLC, Plains Capital Bank, Community Bank and Trust, and Baylor University. JCP Investment Management provides discretionary investment advisory services to high-net-worth individuals through pooled investment vehicles, sub-advised funds, and separately managed accounts. The firm employs a range of strategies including long-term and short-term trading, hedging, and derivative instruments, and is notable for its role as adviser and affiliated general partner to private pooled funds with multi-series structures and performance-based compensation.

Chad Schneider is a financial advisor with Oak Harvest Investment Services in Houston, TX, holding Series 63 and Series 65 licenses and 24 years of industry experience. He has worked with several firms, including Private Advisor Group and Kidwell & Company, before joining Oak Harvest in 2021. Mr. Schneider is also a licensed insurance agent and occasionally offers clients insurance products through Oak Harvest Insurance Services, LLC. Oak Harvest Investment Services provides portfolio management, financial planning, and retirement plan services to individuals, families, and high-net-worth clients. The firm offers discretionary and non-discretionary management using a variety of investment vehicles and conducts regular reviews and ongoing monitoring tailored to client goals and risk tolerance.

Savannah Krenek is a financial advisor at Post Oak Private Wealth Advisors in Houston, TX, holding a Series 65 designation with four years of industry experience. Her prior experience includes roles at AXA Advisors and Equitable Advisors, as well as a decade in full-time education. Post Oak Private Wealth Advisors serves individuals, including high-net-worth clients, and institutional clients by providing portfolio management, financial planning, and educational seminars. The firm employs a value- and risk-focused investment philosophy and utilizes a combination of in-house management and SEI-sponsored model programs, with a distinctive approach that includes the use of options and derivatives within separately managed accounts.

Kevin La Mont is a financial advisor with SB Advisory, LLC in Houston, TX, holding Series 63 and Series 65 credentials and possessing 21 years of industry experience. He has worked at several firms, including Prime Capital Investment Advisors, LLC, 20/20 Capital Management, Inc., RB Capital Management, LLC, and The Lamont Group. Outside of his advisory work, he serves as a trustee for a family trust and is involved as an insurance agent. SB Advisory, LLC is a multi-team advisory firm managing approximately $1.1 billion for over 2,600 clients, including individuals, businesses, and retirement plans. The firm primarily delivers non-discretionary investment advice, utilizing mutual funds, ETFs, individual equities, and outside managers through fundamental, technical, and qualitative portfolio analysis.

Mark McAdams is a financial advisor with ICON Wealth Partners in Houston, TX, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney, and has been associated with ICON Wealth Advisors and Purshe Kaplan Sterling Investments since 2017. ICON Wealth Advisors offers wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and ERISA plans. The firm’s investment approach is primarily long-term, combining fundamental and technical analysis with an emphasis on low-cost ETFs and customized allocations based on client goals and risk tolerance.

Santiago Padruno is a financial advisor at Alterna Wealth Management, Inc. in Houston, TX, holding a Series 66 designation and six years of industry experience. He has previously worked at Bank of America, Merrill, and Alterna Securities. Outside of advising, he is the owner of a dormant salsa company named PicaRico. Alterna Wealth Management provides investment advisory and portfolio management services to individuals, high-net-worth clients, trusts, estates, institutions, and charitable organizations, with a client base that includes many international referrals. The firm employs a disciplined, global approach to asset allocation and diversification, utilizing dynamic models and combining quantitative analysis with technical methods and an in-house trading desk.

Daniel Estes is a CFP® with 26 years of industry experience, currently serving as an advisor at Pin Oak Investment Advisors Inc since 2010. He is based in Houston, TX, and holds a Series 63 license. Pin Oak Investment Advisors is an SEC-registered firm managing approximately $672 million for around 302 clients, including high-net-worth individuals, family offices, trusts, estates, and charitable organizations. The firm employs fundamental and cyclical analysis focused on longer-term investments and offers discretionary portfolio management, financial planning, family office services, and consulting engagements through a five-advisor team.

Christina Doherty is a financial advisor with FCA Corp in Houston, TX, holding a Series 65 designation and six years of industry experience. Before joining FCA Corp, she spent seven years at Deloitte Tax LLP. She serves as treasurer for First Commonwealth Holdings Corp., the parent company of FCA Corp. FCA Corp provides portfolio management, financial planning, and consulting services to individuals, managed entities, and open-end investment companies. The firm emphasizes fundamental and macroeconomic analysis to create customized portfolios and also serves as adviser to the Commonwealth International Series Trust.

Arnoldo Porras is a financial advisor at Bulltick Wealth Management, LLC in Houston, TX, holding Series 66 and Series 63 licenses with 25 years of industry experience. His prior work includes roles at Intercam Advisor, Inc., IXE Securities, LLC, and Banorte Securities International. He is also affiliated with Bulltick Insurance Agency, dedicating part of his professional time to insurance services. Bulltick Wealth Management serves high-net-worth individuals, trusts, family offices, corporations, and private pooled investment vehicles, offering portfolio management, financial planning, and real-estate advisory services. The firm employs a combined top-down and bottom-up analysis approach, manages proprietary portfolios, and emphasizes U.S. real-estate investments, including managing affiliated private funds and utilizing specialized fee arrangements.

Dallas Jones is a financial advisor with Branson Fowlkes & Co Inc in Houston, TX. He holds a Series 63 designation and has 37 years of industry experience, including over 30 years with Fidelity Brokerage Services, Inc. Additionally, he has served in the United States Army for more than 40 years. Branson, Fowlkes & Company provides investment advisory and financial planning services to individuals, families, trusts, estates, charitable organizations, and small- to medium-sized businesses, as well as pension and profit-sharing plans. The firm utilizes a multi-level diversification strategy called "D³ The Power of Diversification," combining asset-class allocation with investment style and manager diversification while incorporating fundamental and technical analysis.

Jared Machen is a CFP® professional with seven years of industry experience, currently serving as an advisor at Brownlee Wealth Management in Fort Worth, TX. His prior roles include positions at New Planner Collective, LLC, Black River Capital, LLC, and Hill Investment Group. Outside of advising, he is a managing member of New Planner Collective, where he creates coursework and produces content. Brownlee Wealth Management provides financial planning and investment management services to individuals, high-net-worth clients, and businesses, with a focus on employees of large energy companies. The firm employs a Modern Portfolio Theory-based approach, favoring passive, buy-and-hold portfolios and tax-aware strategies, and uses a flat fee model rather than asset-based billing.

Cole Wheeler is a financial advisor at Parkwoods Wealth Partners, LLC in Houston, TX. He holds the CFP® designation and Series 65 license and has seven years of industry experience. Prior to joining Parkwoods Wealth Partners in 2026, he worked at Linscomb and Williams Inc. from 2019 to 2026 and has additional experience at Texas A&M and Fluid Sealing Products. Parkwoods Wealth Partners serves individuals, qualified retirement plans, nonprofit organizations, foundations, and corporations with investment management, retirement plan consulting, and financial planning. The firm emphasizes a long-term investment approach based on Modern Portfolio Theory and efficient-market principles, using diversified allocations primarily through mutual funds, ETFs, and fixed-income ladders.

Palmer White is a CFP® with one year of industry experience, currently serving as a financial advisor at Life Line Wealth Management LLC. His prior employment includes roles at Northwestern Mutual and Life Line Financial Group. Outside of finance, he has worked in the nightclub industry and spent five years at Chadron State College. Life Line Wealth Management LLC is a small team-based registered investment adviser managing approximately $557.6 million in assets. The firm primarily serves individual clients, trusts, and small business entities, focusing on passive, asset-allocation strategies using ETFs while integrating other asset classes as appropriate.

Benjamin Mccue is a CFA® charterholder with seven years of industry experience. He has worked at Goodman Financial Corporation since 2020 and previously was with MUFG Securities Americas Inc. from 2018 to 2020. Goodman Financial Corporation provides discretionary investment management and supplemental financial advisory services to individuals, trusts, endowments, corporations, and retirement plans. The firm employs a customized, risk-aware investment process combining fundamental research and macro analysis, generally implementing portfolios with individual equities and bonds rather than layered mutual funds.

Jon Moores III is a CFP® with 11 years of industry experience, currently serving at Ascension Capital Advisors, Inc. He has previously worked at Woodbury Financial Services, Ozanne Financial Services, Purshe Kaplan Sterling Investments, and Private Client Services. Ascension Capital Advisors serves individuals, retirement plans, charitable organizations, and small businesses with portfolio management, retirement plan consulting, financial planning, and private placement consulting. The firm offers tailored investment advice using various asset classes and third-party managers, and provides educational workshops and services including financial-wellness sessions.

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.

Peter Parlapiano is a financial advisor at Franklin, Parlapiano, Turner & Welch LLC with 12 years of industry experience. He holds a Series 65 designation and has been with the firm since 2012. Located in Houston, TX, he works as part of a five-advisor team. Franklin, Parlapiano, Turner & Welch LLC serves high-net-worth individuals, trusts, and estates, offering fee-only asset management and comprehensive financial planning. The firm follows a structured investment process using model allocations and fundamental analysis and manages approximately $811 million in discretionary assets across about 104 client relationships.