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®, ChFC®, and holds a Series 66 license with 12 years of industry experience. He has been with Oak Harvest Investment Services in Houston, TX since 2018 and previously worked at Mosaic Advisors and as a self-employed trader. Outside of advisory work, he is also an insurance agent involved in selling annuities, life, health, and long-term care coverage through various unaffiliated insurance companies. 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 over $1.13 billion in assets and integrates financial planning with investment strategies that include mutual funds, ETFs, equities, fixed income, and fund-based solutions.

Jack Lamb is a financial advisor at Skybound Wealth USA with eight years of industry experience. He holds a Series 65 designation and has worked at several firms, including Brite Advisors USA, Inc. and Devere USA Inc. Outside of his advisory role, no additional activities were noted. Skybound Wealth USA serves individuals, families, and internationally mobile clients by providing investment management, financial planning, and cross-border pension advice. The firm employs a centralized investment governance framework and frequently manages assets on a non-discretionary basis, with a focus on UK pension transfers and estate planning coordination.

Tam Nguyen is a financial advisor at Granite Harbor Advisors, INC. in Houston, TX. He holds a Series 63 designation and has been active in the industry since 1991 through Tom Nguyen & Associates. Tam joined Granite Harbor Advisors in 2026. 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 sponsors multiple private funds and uses a range of public and private securities in portfolio construction, incorporating both traditional and alternative investment strategies.

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 at Oak Harvest Investment Services in Houston, TX, holding a Series 65 designation. She has been with Oak Harvest Financial Group since 2017 and has prior experience at White House Black Market and Sona Med Spa. Oak Harvest Investment Services provides portfolio management, financial planning, and retirement plan sponsor services to individuals, families, and high-net-worth clients. The firm manages both discretionary and non-discretionary accounts, utilizing a range of investment vehicles tailored to clients’ goals and risk tolerance.

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. in Houston, TX, holding Series 65 and Series 63 credentials and having 10 years of industry experience. His prior positions include roles at Monex Securities, Inc., 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 City. Monex Asset Management serves individuals, including high-net-worth clients, as well as corporations, trusts, estates, and charitable organizations, providing discretionary and non-discretionary portfolio management and investment consulting. The firm employs a variety of investment strategies ranging from long-term holdings to short-term trading and utilizes sub-advisory and third-party technology platforms for portfolio management and account consolidation.

Adam Gracely is a financial advisor at E & G Advisors, LLC with 19 years of industry experience. He holds a Series 65 designation and has been with E & G Advisors I, LLC since 2007 and E & G Advisors, LP since 2012. E & G Advisors, LP provides discretionary portfolio management and retirement-plan advisory services to individuals, families, trusts, estates, corporations, and charitable organizations. The firm employs an investment approach based on Modern Portfolio Theory with a macroeconomic overlay, supplemented by fundamental analysis, and manages approximately $608 million in discretionary assets.

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.

Carla Smart is a financial advisor at Skybound Wealth USA with two years of industry experience. She holds a Series 65 designation and has been with Skybound Wealth Management entities since 2013. Skybound Wealth USA serves individuals, families, and internationally mobile clients with investment management, financial planning, and cross-border pension advice, including UK pension transfers. The firm employs a centralized investment governance framework and primarily manages client assets on a non-discretionary basis.

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 financial advisor at Oak Harvest Investment Services in Houston, TX, with nine years of industry experience. He holds the ChFC® designation along with Series 63 and Series 66 licenses. Prior to joining Oak Harvest, he worked at Merrill Lynch, Vanguard Inc, and Bank of America. Outside of finance, Humrich is involved in a for-profit venture selling residential solar panels. Oak Harvest provides portfolio management, financial planning, and consulting services to individuals, families, and high-net-worth clients, as well as retirement plan sponsors. The firm manages both discretionary and non-discretionary accounts, advises an open-end mutual fund, and integrates financial planning into its portfolio management process using various investment strategies including mutual funds, ETFs, equities, and fixed income.