Kimson Cao is a CFP® and holds a Series 63 license with 22 years of industry experience. He has worked at Edward Jones since 2010 and previously spent three years at J. W. Cole Advisors, Inc. He is part of SB Advisory, LLC, an SEC-registered multi-team advisory firm with 34 advisors managing approximately $1.1 billion for individuals, businesses, and retirement plans. The firm primarily delivers non-discretionary advice, employing a mix 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 at Sovereign Wealth Advisors LLC in Houston, TX, holding a Series 65 designation with seven years of industry experience. Her prior roles include positions at Americana Partners, LLC, Mariner Wealth Advisors, Robert Baird & Co., Mercer Global Advisors Inc., and Kanaly Trust. Sovereign Wealth Advisors serves individuals, trusts, retirement plans, and corporate clients, offering portfolio management, financial planning, retirement-plan consulting, and educational seminars. The firm uses a combination of fundamental and technical analysis and provides a broad range of services including discretionary portfolio management and access to sponsored advisory programs and third-party manager platforms.

Pedro Gonzalez is a financial advisor at GBM Wealth Management, Inc. in Houston, TX, holding Series 65 and Series 63 licenses with three years of industry experience. His work background includes roles at GBM International, Inc. and Mediterranean International Group, Ltd., as well as teaching at the University of Houston. GBM Wealth Management provides investment advisory and portfolio management services to individuals, high-net-worth clients, trusts, corporations, investment companies, and select institutional clients, offering customized portfolios with strategies ranging from conservative to aggressive, including ETF-focused and quantitative approaches.

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.

Dallas Trahern is an advisor with Precedent Wealth Partners, LLC and has no prior industry experience. He has worked at Teleios Builders LLC since 2024 and was previously employed at Entrusted from 2009 to 2024. Outside of financial advising, he is involved in contracting businesses, including ownership of Teleios Builders and a forthcoming ownership role at Axio Contracting. Precedent Wealth Partners, LLC, formed in 2023, manages approximately half a billion dollars for about 165 clients through a four-advisor team. The firm serves individuals, trusts, estates, corporations, and retirement plans, employing a committee-driven investment process that combines asset allocation, active and passive management, and third-party managers accessed via a TAMP.

Bradley Hughes is a CFP® with three years of industry experience, currently serving as a financial advisor at Horizon Wealth Advisors. Prior to joining Horizon Wealth Advisors, he worked at Edward Jones for two years. Outside of financial advising, Hughes works as a band consultant and judge for various school districts in the Houston area. Horizon Wealth Advisors is an independent, fee-only wealth management 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.

Conor Peterson is a financial advisor at Alterna Wealth Management, Inc. in Houston, TX, with nine years of industry experience. He previously worked at Raymond James & Associates for eight years and has experience outside the financial sector from a year at Steamboat Springs Resort. Peterson holds the Series 66 designation. 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, utilizing dynamic models and a combination of quantitative analysis, technical methods, and an in-house trading desk.

Gary Pankratz is a financial advisor with The Clarus Group in Houston, TX, holding a Series 63 designation and 39 years of industry experience. He has worked at The Clarus Group since 2020 and previously spent 19 years at Raymond James Financial and Raymond James Financial Services. The Clarus Group provides wealth management and discretionary investment management to individuals, trusts, estates, businesses, and retirement plans. The firm employs customized investment models focusing on objectives such as absolute return, capital preservation, income generation, and tax minimization, using ETFs, mutual funds, individual securities, and alternatives.

Kevin Nelson is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Financial Synergies Wealth Advisors, Inc. since 2017. Prior to this, he worked at Heritage Wealth Management for 10 years. He serves on the board of Be a Champion Inc, a nonprofit organization. Financial Synergies serves individuals, retirement plans, trusts, estates, charitable organizations, and corporate clients, offering investment management, financial planning, and held-away account advisory services. The firm employs diversified, allocation-driven portfolios and supports managed-account solutions, leveraging third-party platforms and sub-advisors to tailor client portfolios.

Peter Fitzgerald is a financial advisor with Westpark Wealth Advisors, Inc. in Houston, TX, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Westpark Wealth Advisors since 1995 and also worked with Calton & Associates from 2017. Outside of his advisory role, he owns Fitzgerald Financial LP, where he serves as an agent shopping for traditional life insurance, and acts as an agent for Securance Corp Group Health Plans. 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 including long-term and short-term trading, option writing, and third-party manager arrangements, with many client assets managed on a non-discretionary basis.

Santiago Fernandez Ramos is a financial advisor at Finamex Asset Management, LLC in Houston, TX, with 22 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including Natixis in New York and London, BBVA Securities Inc, and Tradition North America. Finamex Asset Management provides portfolio management, financial planning, and consulting primarily to high-net-worth individuals in Mexico, as well as institutional clients such as pension fund managers and businesses. The firm employs a combination of Modern Portfolio Theory, tactical asset allocation, and rule-driven strategies, managing most assets on a non-discretionary basis with client authorization required for trade execution.

Elizabeth Morrison is a financial advisor with Saxon Financial Group in Houston, TX, holding a Series 66 credential and 12 years of industry experience. Her prior roles include positions at Raymond James Financial Services and Asset Allocation Services, LLC. Saxon Financial Group manages approximately $616 million in client assets through a team of 12 advisors, serving individuals, trusts, estates, businesses, and retirement plans. The firm offers discretionary and non-discretionary investment management, financial planning, and retirement-plan advisory services, utilizing model portfolios composed of mutual funds, ETFs, individual securities, and alternative investments with a generally long-term orientation.

Stephen Petty is a financial advisor with Sovereign Wealth Advisors LLC in Houston, TX, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has been with LPL Financial since 2011. Outside of advising, he owns Aztec Investment Properties, LLC, a business involved in buying and selling residential real estate. Sovereign Wealth Advisors LLC serves individuals, trusts, retirement plans, and corporate clients by providing portfolio management, financial planning, and retirement-plan consulting. The firm uses a combination of fundamental and technical analysis and offers both comprehensive and wrap fee portfolio management, as well as educational seminars and consulting engagements.

Tatum Arther is a financial advisor with Oak Harvest Investment Services in Houston, TX, holding a Series 66 designation and one year of industry experience. Prior to joining Oak Harvest, Arther held roles at MML Investors Services LLC and Mass Mutual Life Insurance Company/SFG. Oak Harvest Investment Services provides portfolio management, financial planning, and consulting to individuals, families, high-net-worth clients, and retirement plan sponsors. The firm integrates financial planning into its portfolio management processes and manages an open-end mutual fund, with over $1.13 billion in regulatory assets under management.

Armando Blancq Cazaux Lozano is a financial advisor at MMBG Investment Advisors Co. in Houston, TX, holding a Series 65 designation with one year of industry experience. He previously worked at Banco Santander International for 12 years. MMBG Investment Advisors Co. provides discretionary investment management and limited financial planning to individuals, businesses, and institutional investors, managing approximately $2.46 billion in assets. The firm employs a global investment approach combining macro analysis and fundamental security selection, with portfolios tailored to client objectives and including equity and fixed-income holdings.

Richard Rosso is a CFP® professional with 27 years of experience in the financial services industry. He is currently with RIA Advisors in Houston, TX, where he has worked since 2012. Rosso is also a member of RIA Global Research LLC dba SimpleVisor, a registered robo investment adviser, and holds a 30% ownership stake in RIA Insurance Agency LLC. RIA Advisors provides fee-based portfolio management and financial planning services to individuals, charitable organizations, small businesses, and retirement plans. The firm manages approximately $1.53 billion in assets and employs a blend of fundamental and technical analysis, value investing, and Modern Portfolio Theory in its investment approach.

Jay Branson is a CFP® professional with 38 years of industry experience, currently serving at Branson Fowlkes & Co Inc. He has worked at Triad Advisors, Inc. since 2008 and has been with Branson, Fowlkes & Co, Inc. since 1991. Based in Houston, TX, he also holds Series 63 and Series 65 licenses. 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 employs a multi-level diversification strategy combining asset-class allocation with diversification across investment styles and manager selections, using both fundamental and technical analysis to manage client portfolios on a discretionary basis.

Nermeen Dhuca is a financial advisor at Brasada Capital Management, LP with a Series 65 credential and two years of industry experience. Before joining Brasada Capital Management in 2024, she worked at Higher Order Capital, TikTok, Siemens, and Samsung. Brasada Capital Management is a registered investment adviser that provides discretionary portfolio management through a private pooled long/short equity fund, sub-advisory services, and separately managed accounts for individuals, retirement plans, trusts, and institutions. The firm employs a bottom-up, fundamentals-driven investment process and serves both individual and high-net-worth investors as well as institutional and pooled-vehicle investors.