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.

Brando Palazzo Giorgio is a financial advisor with ICON Wealth Partners in Houston, TX, holding Series 63 and Series 65 licenses with 15 years of industry experience. His prior experience includes roles at Purshe Kaplan Sterling Investments, Greenbriar Financial Services, and LPL Financial. He is dually registered with ICON Wealth Partners and Purshe Kaplan Sterling Investments. ICON Wealth Advisors provides wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and ERISA plans. The firm employs a primarily long-term investment approach combining fundamental and technical analysis, emphasizing low-cost ETFs and customized portfolio allocations.

Diego Carus Garrido is a CFP® certificant with four years of industry experience, currently serving as a financial advisor at Monex Asset Management, Inc. in Houston, TX. His prior experience includes roles at Monex Securities, Inc., Capgor SAPI de CV, and Arkafin S.A.P.I. de C.V., SOFOM, E.N.R., alongside academic work at Universidad Anahuac Mexico. He is a partner in a technology-focused investment-related firm in Mexico City but has no active duties there. Monex Asset Management serves individuals, corporations, trusts, estates, and charitable organizations by offering discretionary and non-discretionary portfolio management and investment consulting. The firm employs a variety of investment strategies combining charting, fundamental and technical analysis, and utilizes third-party technology and sub-advisory arrangements.

Alfonso Lopez Portillo Martinez is a financial advisor with Monex Asset Management, Inc. based in Houston, TX. He holds Series 63 and Series 66 licenses and has 11 years of industry experience. His work history includes roles at Monex Securities, Inc. since 2015 and at Monex Asset Management since 2023. Monex Asset Management serves individuals, corporations, trusts, estates, and charitable organizations with discretionary and non-discretionary portfolio management and investment consulting. The firm employs a variety of analytical techniques and strategies, ranging from long-term holdings to short-term trading, and utilizes third-party technology and sub-advisory relationships.

John Moffet is a CFA® charterholder with 30 years of industry experience. He has been with Hourglass Capital, LLC since 2008 and previously worked at Hourglass Capital Management Inc for 12 years. The firm manages separately managed accounts for high-net-worth individuals, trusts, pension plans, and other entities, employing a combination of fundamental, technical, and qualitative analysis. Hourglass Capital offers performance-based fee arrangements and utilizes derivatives and borrowing strategies within its discretionary portfolios.

Timothy Garcia Prats is a Series 65-licensed advisor with Financial Synergies in Houston, TX, where he has worked for four years. His prior experience includes roles at Wireless Distributor Networks, LLC, and the University of Houston. Financial Synergies serves a diverse client base including individuals, retirement plans, trusts, and businesses. The firm uses a diversified asset-allocation approach with a focus on long-term holdings and offers both discretionary and non-discretionary investment management alongside written financial planning.

Harrison Mansfield is a financial advisor at Catalyst Wealth Management LLC in Houston, TX. He holds a Series 66 designation and has been in the industry since 2026. Prior to joining Catalyst Wealth Management, he held roles at Innovation Partners LLC, Jet Waste Services, and worked in educational settings including Texas A&M University and Blinn College. 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 primarily operates through turnkey asset management programs and plan administration, emphasizing a non-discretionary advisory role and using fundamental and technical analysis within a long-term trading approach.

Kamden Kanaly is a CFP® with 12 years of industry experience, currently serving at KDK Private Wealth Management since 2019. His prior experience includes roles at Mercer Global Advisors and Kanaly Trust. He is a co-trustee of several family trusts established by his grandparents and is a managing member of KMBD Investment Partners, LLC, an investment partnership focusing on real estate and oil and gas opportunities. KDK Private Wealth Management serves high-net-worth individuals, family offices, and institutional clients, offering comprehensive wealth management, financial planning, and discretionary investment management. The firm uses a multi-strategy approach with core-satellite portfolio construction and manages private funds and pooled vehicles tailored to sophisticated investors.

Nathan Messier is a Series 66-licensed advisor with Catalyst Wealth Management LLC in Houston, TX. He has one year of industry experience, including roles at Innovation Partners LLC and several prior positions in education and business. 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 uses specified turnkey asset management programs and custodial platforms, combining fundamental and technical analysis with a long-term trading approach.

Samuel Bargainer is a financial advisor with Catalyst Wealth Management LLC in Houston, TX. He holds a Series 66 designation and has two years of industry experience. His previous roles include working at Innovation Partners LLC and involvement with My Event Angels. 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 primarily utilizes turnkey asset management programs and 401(k)/403(b) plan administration, delivering advisory services with a focus on documented client objectives and both fundamental and technical analysis.

Frank Marrone is a CFP® and Series 66-registered financial advisor with 21 years of industry experience. He is currently with RIA Advisors in Houston, TX, where he has worked since 2018, following prior roles at Fieldstone Financial Management Group and RIA Wealth Advisors. He is also an agent with RIA Insurance Agency LLC. RIA Advisors provides fee-based investment management and financial planning to individuals, including high-net-worth clients, and institutional retirement plans. The firm combines fundamental and technical analysis within a Modern Portfolio Theory framework and offers additional services such as fiduciary consulting and participant education for ERISA-qualified plan sponsors.

Steven Sigloch Jr. is a financial advisor at TIP Group LLC in Houston, TX. He holds a Series 65 designation and has been in the industry since 2025. Prior to his advisory role, he spent ten years with Grocery Services Inc. Outside of his advisory work, Sigloch is a silent partner in Sigloch Associates LLC, a non-investment-related business. TIP Group LLC provides portfolio management and financial planning services to individuals, high-net-worth clients, and business entities. The firm uses a combination of fundamental analysis, modern portfolio theory, and technical analysis to guide investment decisions and offers both discretionary and non-discretionary management.

Cody Bauer is a financial advisor with Westpark Wealth Advisors, Inc. based in Houston, TX, holding Series 63 and Series 65 credentials and bringing 20 years of industry experience. He has worked with Calton & Associates, Inc. since 2017 and was previously associated with Ims Financial Advisors, Inc. and Ims Securities, Inc. Bauer serves on the Board of Directors for the Winnie Area Chamber of Commerce. Westpark Wealth Advisors provides investment advisory and financial planning services to individuals, trusts, estates, pension and profit-sharing plans, and business entities. The firm employs various investment strategies and works with clients to define objectives and risk tolerance, managing many client assets on a non-discretionary basis.

Leonard Claus is a financial advisor with WESTPARK WEALTH Advisors, Inc. in Houston, TX, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has worked at Westpark Wealth Advisors since 2019, Calton & Associates since 2017, and Ims Securities from 2001 to 2017. Claus serves as President and Chairman of the Board for the Alternate Health Decisions Foundation, a nonprofit focused on education about managing disease through diet. Westpark Wealth Advisors offers investment advisory and financial planning services to individuals, trusts, estates, pension and profit-sharing plans, and business entities. The firm employs a variety of strategies, including long- and short-term purchases, trading, option writing, and third-party manager arrangements, working closely with clients to tailor portfolios to their objectives and risk tolerance.