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. based in Houston, TX. He holds a Series 66 designation and has 13 years of industry experience. His prior work 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 products company. Alterna Wealth Management provides investment advisory and portfolio management services to individuals, high-net-worth clients, trusts, estates, institutions, charitable organizations, and offshore trusts. The firm employs a global, diversification-focused investment approach and manages approximately $1.2 billion across discretionary and non-discretionary accounts.

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 credential and eight years of industry experience. He previously worked at Raymond James & Associates for eight years and has experience with AXA Advisors and Steamboat Springs Resort. Alterna Wealth Management provides investment advisory and portfolio management services to individuals, high-net-worth clients, trusts, estates, institutions, and charitable organizations. The firm serves a primarily international client base concentrated in Latin America and emphasizes globally diversified, client-tailored investment strategies.

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 33 years of industry experience. He has worked at Westpark Wealth Advisors since 1995 and Calton & Associates since 2017. Outside of advisory work, he owns Fitzgerald Financial LP, a traditional life insurance agency, and serves as an agent for Securance Corp Group Health Plans. Westpark Wealth Advisors provides investment advisory and financial planning services to individuals, trusts, estates, pension plans, and business entities. The firm utilizes a variety of investment strategies and offers portfolio management through wrap-fee programs and third-party money managers.

Santiago Fernandez Ramos is a financial advisor at Finamex Asset Management, LLC with 22 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including Natixis in London and New York, BBVA Securities Inc, and Tradition North America. Finamex Asset Management provides investment advisory and financial planning services to individuals, families, trusts, and businesses. The firm combines Modern Portfolio Theory with tactical asset allocation and proprietary rule-based models, managing approximately $113.9 million in assets with both discretionary and non-discretionary portfolios.

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. He has over 12 years of experience from his prior role at Banco Santander International before joining MMBG in 2025. 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 top-down macro analysis with bottom-up fundamental security selection and maintains notable international affiliations that support its cross-border client base and global investment capabilities.

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.

John Siegel is a CFP® with 10 years of industry experience, currently serving at Willis Johnson Wealth in Houston, TX. He previously worked at JP Morgan Securities LLC for three years. Outside of his advisory role, Siegel is a director on the Board of the St. Stephen's Endowment Fund, where he oversees investment management and compliance matters. Willis Johnson Wealth provides comprehensive financial planning and investment management primarily for corporate professionals, executives, and high-net-worth individuals and their families. The firm follows an evidence-based, tax-aware investment approach with multiple model strategies and offers services including in-house tax preparation and private market investments.

Scott Phillips is a financial advisor at Lavaca Capital, LLC in Houston, TX, holding a Series 65 designation with 11 years of industry experience. He has been with Lavaca Capital since 2013. Lavaca Capital provides discretionary investment advisory and sub-advisory services to institutional and high-net-worth clients, including asset managers, registered investment advisers, and family offices. The firm’s investment approach includes equity and option strategies designed for risk-adjusted returns and downside protection, and it manages both separately managed accounts and private pooled funds with performance-based fee structures.

Kamela Scarbeck is a financial advisor with TIP Group LLC in Houston, TX, holding a Series 65 credential and beginning her industry experience in 2022. She has worked at TIP Group LLC, The Fitzpatrick Group, Opes One, and Arpege, LLC. Outside of advising, she is the CEO and founder of Arpege, LLC, a business providing private music lessons and recital planning. TIP Group LLC offers portfolio management and financial planning services to individuals, high-net-worth clients, and business entities, using a combination of fundamental analysis, modern portfolio theory, and technical analysis to guide investment decisions.