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 29 years of industry experience. She has previously worked at Eaton Vance Management and American Century Investment Services. Barron holds the Series 63 and Series 66 designations. Adell, Harriman & Carpenter provides customized investment management and financial planning primarily to high-net-worth individuals and related entities. The firm manages assets on a discretionary basis using individual equities, investment-grade bonds, and ETFs, with investment decisions overseen by an internal Investment Committee.

Nicholas McGuire is a CERTIFIED FINANCIAL PLANNER™ professional affiliated with WJ Interests, LLC, with six years of industry experience. He previously worked at Charles Schwab & Co., Inc. and Charles Schwab Bank, SSB. McGuire 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 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 focuses on strategic asset allocation and selecting external money managers using third-party research and manager due diligence, with an emphasis on long-term relationships and generally avoiding leveraged or short positions unless requested.

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 been with Edward Jones since 2010. He is part of SB Advisory, LLC, an SEC-registered multi-team advisory firm with 34 advisors managing over $1.1 billion for approximately 2,634 clients. The firm serves individuals, businesses, and retirement plans, offering portfolio management and financial planning with a primarily non-discretionary investment approach.

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 an advisor at Doliver Advisors, L.P. with a Series 65 credential and no prior industry experience. His work background includes roles at Truvo Digital LLC and Charles Schwab & Co. Inc., as well as positions outside of the financial industry, including at Links Golf Club and SugarSneaks. Doliver Advisors, L.P. serves individual and high-net-worth investors along with pooled investment vehicles, qualified settlement funds, and employer-sponsored plans. The firm employs quantitative, statistically driven models and a proprietary automated trading platform, offering various investment strategies including long/short ETF, focused equity, and microcap approaches, supported by risk-management tools such as options and selective short positions.

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 with Alterna Wealth Management, Inc. in Houston, TX, holding a Series 66 designation and eight years of industry experience. He previously worked at Raymond James & Associates for eight years and held roles at Steamboat Springs Resort and AXA Advisors, LLC. Alterna Wealth Management, Inc. provides investment advisory and portfolio management services to individuals, high-net-worth clients, trusts, estates, institutions, and charitable organizations, including a significant international client base. The firm employs a disciplined, global asset allocation strategy using dynamic models that cater to various investment styles and incorporates quantitative analysis, technical charting, and in-house trade execution.

Gary Pankratz is a financial advisor at The Clarus Group with 39 years of industry experience. He holds a Series 63 designation and previously worked at Raymond James Financial and Wildcat Lane, LLC. The Clarus Group is a team of nine advisors managing over $1.1 billion in discretionary assets, providing comprehensive wealth management and discretionary investment management primarily to individuals, trusts, estates, businesses, and retirement plans. The firm builds customized portfolios using a range of investment vehicles and offers services including financial planning, retirement-plan advisory, and estate-planning document generation.

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 worked with Westpark Wealth Advisors since 1995 and has experience at Calton & Associates and IMS Securities. Outside of investment advisory, he is an agent for group health insurance and owns a traditional life insurance agency. Westpark Wealth Advisors provides investment advisory and financial planning services to individuals, trusts, estates, pension plans, and business entities. The firm employs a range of investment strategies and works with clients to establish objectives and risk tolerance, often managing assets on a non-discretionary basis with client approval of trades.

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.