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.

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, Series 65, and Series 66 licenses and has prior experience at Invesco, Credit Suisse Securities, and International Strategy & Investment Group LLC. Outside of advisory work, he serves as an account manager for Refinitiv, a firm that licenses and markets data products and services. Analog Capital Partners provides discretionary portfolio management and financial planning to individual and high-net-worth clients, as well as serving other investment advisers as a subadviser. The firm customizes portfolios based on client time horizons and risk tolerances, employing a combination of fundamental, quantitative, technical, and modern portfolio theory approaches.

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.

Jared Brennen is a CFP® and holds a Series 63 license, with three years of experience in the financial advisory industry. He currently works at Endeavor Advisors, LLC and previously spent nine years at Northern Trust and one year at Amegy Investments, Inc. Jared is based in Houston, TX. Endeavor Advisors serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans with discretionary investment management, family office services, and standalone financial planning. The firm employs primarily long-term strategies using a blend of securities and combines fundamental and technical analysis, offering a family office–style service model and access to third-party options management.

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 with six years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at Finamex and affiliated entities as well as at Alterna Securities and J.P. Morgan. Finamex Asset Management provides portfolio management, financial planning, and consulting services to individuals, families, trusts, and businesses, primarily serving high-net-worth clients in Mexico alongside institutional clients. The firm combines Modern Portfolio Theory with tactical asset allocation and rule-driven strategies, offering both discretionary and predominantly non-discretionary management with customized portfolios across various asset classes.

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 credentials and has 24 years of industry experience. He previously worked at Private Advisor Group, LLC and Kidwell & Company among other firms. Schneider is also a licensed insurance agent and occasionally offers insurance and annuity products to clients through Oak Harvest Insurance Services, LLC. Oak Harvest Investment Services is a team advisory firm that serves 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 its discretionary asset management, using a mix of fundamental, technical, and value/cyclical analysis across various investment vehicles.

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, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. His prior roles include positions at Prime Capital Investment Advisors, LLC, 20/20 Capital Management, Inc., and RB Capital Management, LLC. La Mont is also an insurance agent involved in the sale and service of insurance products. SB Advisory, LLC is an SEC-registered multi-team firm serving individuals, businesses, and retirement plans with portfolio management, financial planning, and access to third-party manager programs. The firm primarily provides non-discretionary investment advice, utilizing mutual funds, ETFs, individual equities, and outside managers through fundamental, technical, and qualitative analyses.

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 with Alterna Wealth Management, Inc. in Houston, TX, holding a Series 66 designation and seven years of industry experience. He has previously worked at Bank of America and Merrill and was involved with the University of Missouri and Central Methodist University in earlier roles. He is the owner of a dormant salsa company named PicaRico. Alterna Wealth Management, Inc. provides investment advisory and portfolio management services to individuals, high-net-worth clients, trusts, estates, institutions, and charitable organizations, utilizing a disciplined global approach to asset allocation and diversification with a focus on model strategies and a combination of quantitative and technical analysis.

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 with Bulltick Wealth Management, LLC in Houston, TX, holding Series 66 and Series 63 licenses and possessing 26 years of industry experience. His prior work includes roles at Intercam Advisor, Inc., Intercam Securities, IXE Securities, LLC, and Banorte Securities International. He is also affiliated with Bulltick Insurance Agency as an insurance agent. Bulltick Wealth Management serves high-net-worth individuals, trusts, family offices, corporations, and private pooled investment vehicles, offering portfolio management, financial planning, consulting, and real estate advisory services. The firm uses a combined top-down macroeconomic and bottom-up fundamental/technical approach, managing proprietary model portfolios alongside selected external managers.

Michael Canonica is a financial advisor with RWM Capital, LLC, holding a Series 65 designation and based in Sugar Land, Texas. He has been affiliated with Roberts Wealth Management and RWM Capital since 2025 and has experience running Canonica Enterprises, Inc. since 2020. Prior to his advisory roles, he spent several years in education at both the high school and junior high school levels. Roberts Wealth Management provides financial planning and fee-based discretionary investment management primarily to individual and high-net-worth clients preparing for or in retirement. The firm utilizes model portfolios, sub-advisers, and algorithmic tools to construct tailored asset allocations and offers services across a broad spectrum of planning topics.