Aaron Stephens is a CFA® charterholder with eight years of experience in financial advisory roles. He has worked at Life Line Wealth Management since 2018 and previously at New Territory Advisors. Outside of his advisory work, Stephens manages special purpose investment vehicles through LifeLine Torch Management LLC. Life Line Wealth Management is a small advisory team managing approximately $558 million in assets, primarily serving individual clients, trusts, and privately held businesses. The firm employs a passive, asset-allocation approach based on Modern Portfolio Theory, typically utilizing ETFs alongside other asset classes tailored to client-specific risk and goals.

Paul Love is a financial advisor with Saxon Financial Group in Houston, TX, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 41 years of industry experience, including prior roles at Raymond James Financial and Asset Allocation Services, LLC. Since 2021, he has also been affiliated with Saxon Interests, Inc. Saxon Financial Group serves individual and high-net-worth clients, trusts, estates, businesses, and retirement plans, offering investment management, financial planning, and retirement-plan advisory services. The firm constructs model-based and customized portfolios with a long-term focus, using a variety of investment vehicles and fundamental and cyclical analysis.

Frank Sarubbi is a financial advisor with Sovereign Wealth Advisors LLC in Houston, TX, holding a Series 66 designation and bringing 26 years of industry experience. His career includes roles at LPL Financial, First MidAmerica Investment Corporation, Morgan Stanley DW Inc., and Merrill. He has been with Sovereign Wealth Advisors since 2015. Sovereign Wealth Advisors LLC provides investment advisory and financial planning services to individuals, trusts, retirement plans, and other entities, managing portfolios that include ETFs, mutual funds, equities, and fixed-income securities. The firm employs multiple analytical methods and offers services through both direct management and sponsored programs, with account reviews conducted at least quarterly.

Alan Birsinger is a financial advisor with Wealth Management Group, Inc. in Houston, TX, holding Series 63 and Series 65 licenses with four years of industry experience. His prior work includes roles at Park Avenue Securities and Guardian Life Insurance Company, as well as over two decades at Invesco. Outside of advisory work, he serves as executor for family trusts and estates and works as an independent agent for life and health insurance sales. Wealth Management Group, Inc. provides advisory services to individuals, including high net worth clients, and institutional clients such as pension plans and charities. The firm offers financial planning, discretionary investment management, retirement plan consulting, and investment research, employing multiple investment strategies and a diverse range of investment vehicles.

Tavis Parkerson Jr. is a financial advisor at Oak Harvest Investment Services in Houston, TX, with four years of industry experience. He holds Series 63 and Series 65 designations and has worked at Oak Harvest Investment Services and Newedge Securities Inc., among other firms. 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 services. The firm manages client accounts on a discretionary basis, employing fundamental, technical, and value/cyclical analysis, and offers educational seminars and community-college courses as part of its investor education efforts.

Anthony Ackerman is a financial advisor with United Advisors America, holding Series 63 and Series 65 licenses and having 14 years of industry experience. His prior work includes roles at North Star Wealth Management, The Broughton Investment Group, and Futurity First. He also works as an independent contractor offering insurance products. United Advisors America serves individual investors, particularly those near retirement, as well as pension and profit-sharing plans, providing investment management and financial planning. The firm uses a Modern Portfolio Theory-based approach with model portfolios, regular reviews, and offers exposure to mutual funds, ETFs, and digital currency products.

John Parlapiano is a CFP® and holds a Series 65 license with 18 years of industry experience. He has been with Franklin, Parlapiano, Turner & Welch LLC since 2013. Franklin, Parlapiano, Turner & Welch LLC advises high-net-worth individuals, trusts, and estates, offering fee-only asset management and comprehensive financial planning through its Managed Account Program. The firm uses a structured client intake process and applies fundamental analysis to select investments across several model allocations, managing approximately $811 million in discretionary assets.

Rachel Mc Coll is a financial advisor at ICON Wealth Partners with five years of industry experience. She holds the Series 65 and Series 63 licenses and previously worked at MFS Fund Distributors, Inc. and MFS Investment Firm. 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 that combines fundamental and technical analysis, utilizing low-cost ETFs and customized allocations tailored to each client’s goals and risk tolerance.

Mark Radulovich is a financial advisor with Prota Financial, holding a Series 66 designation and 12 years of industry experience. He has been with Prota Financial since 2016. Outside of his advisory role, he is a co-founder of Capital 148, a software company. 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 conventional and Sharia-compliant options, and uses fundamental analysis alongside Modern Portfolio Theory.

Grant Williams is a CFP® professional with nine years of experience in the financial industry. He has worked at Precedent Wealth Partners since 2023 and previously spent five years at Linscomb & Williams Inc. Prior to his financial advisory career, he worked at Wilco Staffing. Precedent Wealth Partners provides portfolio management, financial and wealth planning, and retirement plan consulting to individuals, high-net-worth clients, trusts, and employer-sponsored plans. The firm combines active and passive management with multiple analysis methods and offers client education programs and held-away plan management.

Jennifer Barron is a financial advisor at Adell, Harriman & Carpenter with 30 years of industry experience. She holds the Series 63 and Series 66 licenses. Her prior roles include positions at Eaton Vance Management and American Century Investment Services. Adell, Harriman & Carpenter provides customized investment management and financial planning primarily to high-net-worth individuals and related entities, utilizing a discretionary approach with investments in individual equities, investment-grade bonds, and ETFs. The firm’s internal Investment Committee conducts fundamental analysis and maintains an approved buy list, focusing on multi-year investment horizons and accommodating client-imposed restrictions.

Nicholas McGuire is a CFP® professional with seven years of industry experience. He currently works at WJ Interests, LLC and previously held roles at Charles Schwab & Co., Inc., Charles Schwab Bank, SSB, United Health Care, Lambright Sports and Wellness, and Louisiana Tech University. He serves as a board member for the Louisiana Tech University College of Business Student Managed Investment Fund, where he participates in annual reviews of the student-managed endowment portfolio. WJ Interests primarily serves individual and high-net-worth families, along with trusts, estates, retirement plans, and select corporate clients, managing approximately $634 million across about 233 client relationships. The firm provides ongoing financial planning and discretionary investment management, developing strategic asset allocations and selecting external money managers with an emphasis on long-term relationships.

Russell Gebhard is a financial advisor with Sovereign Wealth Advisors LLC in Houston, TX, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Sovereign Wealth Advisors since 2015 and has also worked with LPL Financial since 2005. Sovereign Wealth Advisors serves individuals, trusts, retirement plans, and corporate clients, offering portfolio management, financial planning, retirement-plan consulting, and educational seminars. The firm employs a range of investment strategies and utilizes both proprietary and third-party manager programs to meet client needs.

Lawrence Maddox is a CFP® professional with 26 years of industry experience, currently serving at Horizon Wealth Advisors in Houston, TX. He has been with Horizon Advisors, LLC since 1999 and previously worked at Maddox, Thomson & Associates, P.C. from 1985 to 2021. Horizon Wealth Advisors is an independent, fee-only firm that provides comprehensive financial planning and discretionary portfolio management. The firm serves individuals, trusts, pension plans, and other entities, focusing on clients with substantial investable assets through diversified portfolios and ongoing account monitoring.

Kimson Cao is a Certified Financial Planner (CFP®) with 22 years of industry experience. He has worked at Edward Jones for 14 years and J. W. Cole Advisors, Inc. for three years. He is currently with SB Advisory, LLC in Houston, TX. SB Advisory, LLC is an SEC-registered multi-team advisory firm serving individuals, businesses, and retirement plans. The firm emphasizes non-discretionary advice and employs a combination of fundamental, technical, and qualitative analysis to tailor client portfolios.

Jose Balcazar is a financial advisor with Monex Asset Management, Inc. in Houston, Texas, holding Series 63 and Series 66 credentials and 19 years of industry experience. He has been with Monex Asset Management since 2008 and has concurrently worked with Monex Securities since 2007. Monex Asset Management serves individuals, including high-net-worth clients, as well as corporations, trusts, estates, and charitable organizations by providing discretionary and non-discretionary portfolio management and investment consulting. The firm employs a range of investment strategies that include charting, fundamental and technical analysis, option writing, and short-term trading, often using discretionary authority and technology-assisted portfolio recommendations.

Tomiko Arthur is a financial advisor with Sovereign Wealth Advisors LLC in Houston, TX, holding a Series 65 designation and seven years of industry experience. Prior to joining Sovereign Wealth Advisors, she worked at Americana Partners, Mariner Wealth Advisors, Robert W. Baird & Co. Incorporated, Mercer Global Advisors, and Kanaly Trust. Sovereign Wealth Advisors LLC offers investment advisory and financial planning services to individuals, trusts, retirement plans, and other entities, managing portfolios that include ETFs, mutual funds, equities, and fixed-income securities using a range of analytical methods and quarterly reviews. The firm provides both discretionary and non-discretionary services and access to multiple sponsored programs and third-party managers.

Pedro Gonzalez is a financial advisor at GBM Wealth Management, Inc. in Houston, TX, holding Series 63 and Series 65 designations with three years of industry experience. His prior work includes roles at GBM International, Inc. and Mediterranean International Group, Ltd., as well as involvement with the University of Houston. GBM Wealth Management provides customized investment advisory and portfolio management services to individuals, high-net-worth clients, trusts, corporations, and select institutional clients. The firm employs fundamental analysis to construct portfolios across a range of strategies and serves both U.S. and non-U.S. clients, offering discretionary and non-discretionary account management.

Brett Gonzalez is a financial advisor at Doliver Advisors, L.P. in Houston, TX, holding a Series 65 credential. He has been with Doliver Advisors since 2024 and has prior experience at Charles Schwab & Co. Inc and Truvo Digital LLC. Doliver Advisors serves individual and high-net-worth clients, as well as trusts, foundations, and pooled investment vehicles, offering wealth management, customized portfolio management, a quantitative closed-end fund strategy, and access to private equity opportunities. The firm is notable for its role as a private fund adviser and sponsor, employing quantitative models and tailored strategies across its client offerings.

Adrian Gonzalez Villarreal is a financial advisor with Alterna Wealth Management, Inc. in Houston, TX, holding a Series 66 designation and 14 years of industry experience. His prior work experience includes roles at Actinver Securities, Actinver Wealth, EFM Capital, and Morgan Stanley. Outside of advising, he has been involved as a business consultant for a skin care distribution company that is in the process of closing. 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, utilizing quantitative analysis, technical charting, and an in-house trading desk to support various investment styles.