Sunkee Wong is a financial advisor at Catalyst Wealth Management LLC in Houston, TX, holding a Series 66 designation with less than one year of industry experience. Prior to joining Catalyst, Wong held positions in various companies including Innovation Partners LLC and Amvine Inc. Catalyst Wealth Management LLC serves individuals, high-net-worth clients, and employer retirement plans, managing approximately $105 million in assets for about 9,549 clients. The firm focuses on portfolio management and retirement-plan services delivered primarily through turnkey asset management programs and 401(k)/403(b) plan administration with a non-discretionary management approach.

Casey Wolff is a financial advisor at The Advisory Resource Group, LLC with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including SII Investments and Compass Pointe Financial, LLC. Wolff is based in Houston, TX. The Advisory Resource Group serves individuals, high-net-worth clients, retirement plans, trusts, and other entities, offering investment management and financial planning services. The firm uses a team-based research process and constructs portfolios from mutual funds, ETFs, and individual securities, managing approximately $809 million across about 712 client relationships.

Craig Sims Jr. is a financial advisor with WESTPARK WEALTH Advisors, Inc. in Houston, TX, holding a Series 65 designation and seven years of industry experience. He is also the owner of Sims & Co., a CPA firm he established in 1995. Westpark Wealth Advisors provides investment advisory and financial planning services to individuals, trusts, estates, pension and profit-sharing plans, and business entities. The firm uses a variety of strategies, including long- and short-term trading, option writing, and third-party manager arrangements, with a tailored approach based on clients’ objectives and risk tolerance.

Kumar Patel is a financial advisor at Skybound Wealth USA with a Series 65 designation and two years of industry experience. Prior to joining Skybound Wealth USA, he worked in technology and consulting roles at firms including nCino and ComplyAdvantage. Skybound Wealth USA serves individuals, families, and internationally mobile clients with investment management, financial planning, and specialized cross-border pension advice, including UK pension transfers. The firm emphasizes a centralized investment governance framework and primarily provides non-discretionary advice while maintaining international affiliations and a suite of related financial services.

Benjamin Presley is a financial advisor with Catalyst Wealth Management LLC in Houston, TX. He holds a Series 66 designation and is in his first year in the industry. Prior to joining Catalyst, Presley has worked in various roles including positions at BlueFrog Plumbing and Drain of NorthEast Houston and Innovation Partners LLC. Catalyst Wealth Management serves individuals, high-net-worth clients, and employer retirement plans, managing approximately $105 million across about 9,549 clients. The firm provides portfolio management and retirement-plan services through turnkey asset management programs and 401(k)/403(b) plan administration, primarily on a non-discretionary basis, using fundamental and technical analysis combined with a long-term trading approach.

Derek Sensenig is a CFP® and ChFC® with 15 years of experience in financial advising. He is currently with Encompass Advisory Services, LLC and has held previous roles at Kansas State University, The Leaders Group Inc, AE Wealth Management, and Roberts Wealth Management. He teaches masters and PhD level courses at Kansas State University and has published peer-reviewed articles for various journals. Additionally, he provides consulting services for a Porsche North America road race team. Encompass Advisory Services is a team-based registered investment adviser serving individuals, business entities, retirement plans, trusts, and charitable organizations with a range of financial planning, investment, and wealth management services. The firm uses fundamental, technical, and cyclical analysis to construct portfolios and offers both discretionary and non-discretionary management, along with estate-document facilitation and insurance products through licensed agents.

Ericka Jones is a financial advisor with Catalyst Wealth Management LLC in Houston, TX, holding Series 63 and Series 65 licenses and six years of industry experience. Prior to joining Catalyst, Jones worked at Innovation Partners LLC, GWN Securities, Inc., and Equitable Advisors. Jones is also a licensed insurance agent. 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. The firm delivers advisory services primarily through turnkey asset management programs and 401(k)/403(b) plan administration on a non-discretionary basis.

Will Leckrone is a financial advisor at Catalyst Wealth Management LLC in Houston, TX, holding a Series 66 credential. He has one year of industry experience and has previously worked in various roles including at Innovation Partners LLC and Zimmer Biomet. Catalyst Wealth Management LLC serves individuals, high-net-worth clients, and employer retirement plans with approximately $105 million in assets under management. The firm focuses on portfolio management and retirement-plan services delivered primarily through turnkey asset management programs and 401(k)/403(b) plan administration, using an advisory approach alongside specified custodial platforms and third-party managers.

Devoda Owens is a CFP® with five years of industry experience, currently serving as a financial advisor at RIA Advisors in Houston, TX. His prior roles include positions at Clarity Financial, Prime Capital Financial, Linscomb Wealth, and Morgan Stanley. RIA Advisors provides fee-based portfolio management and financial planning to individual clients, charitable organizations, small businesses, and tax-qualified 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.

Daniel Whitty is a financial advisor at RIA Advisors in Houston, TX, holding a Series 65 designation with two years of industry experience. He previously worked at Invesco from 2019 to 2021 and was involved with Fix UR Gadget from 2013 to 2019. RIA Advisors provides fee-based portfolio management and financial planning to individuals, charitable organizations, small businesses, and tax-qualified 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.

Cindy Yac is a financial advisor at FCA Corp with a Series 65 designation and seven years of industry experience. She has been with FCA Corp since 2016. FCA Corp provides portfolio management, financial planning, and consulting services to individuals, managed entities, and open-end investment companies. The firm employs a fundamental and macroeconomic approach to create customized portfolios and serves as the investment adviser to the Commonwealth International Series Trust.

Thomas Pewtress is a financial advisor at Skybound Wealth USA with six years of industry experience. He holds a Series 65 designation and has worked primarily with Skybound Wealth Management and its affiliated entities since 2018, with prior experience at Beacon Global Advisor Network and deVere Acuma. Skybound Wealth USA serves individuals, families, and internationally mobile clients by providing investment management, financial planning, and cross-border pension advice, including UK pension transfers and ongoing pension management. The firm uses a centralized investment governance framework and typically manages most client assets on a non-discretionary basis.

Brandon Blankenship is a financial advisor at Catalyst Wealth Management LLC with two years of industry experience. He holds a Series 66 designation and has prior experience at Innovation Partners LLC and GWN Securities, Inc. Before entering the financial industry, he worked in education for over a decade. Brandon is also a licensed insurance agent and registered representative, offering clients insurance products and commission-based services. Catalyst Wealth Management LLC provides portfolio management and advisory services to individual and high-net-worth clients, including retirement plan participants. The firm manages accounts on a non-discretionary basis using fundamental and technical analysis with a long-term trading orientation and primarily recommends mutual funds, ETFs, fixed income, and REITs through Turnkey Asset Management Programs.

Joshua Kirby is a CFP® professional with 11 years of industry experience, currently serving at Westpark Wealth Advisors, Inc. in Houston, TX. He has worked at Calton & Associates, Inc. since 2017 and Westpark Wealth Advisors since 2016. Outside of his advisory roles, Kirby is a partner at Benaiah LLC, a business focused on developing and selling products on Amazon, and he leads Bible studies at Camp Blessing, a Christian summer camp for children with special needs. 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 a variety of strategies including long- and short-term purchases, trading, option writing, and third-party manager arrangements, often managing assets on a non-discretionary basis where clients approve trades.

Ronald Bucchi is a CFP®-certified financial advisor with WESTPARK WEALTH Advisors, Inc. in Houston, TX, bringing 38 years of industry experience. He previously worked at IMS Securities, Inc. and Calton & Associates, Inc. Bucchi owns a financial services business focused on traditional fixed life insurance and annuity sales, and he serves on the Pacific Life Advisory Council, providing feedback on variable annuity operations. Westpark Wealth Advisors offers investment advisory and financial planning services to individuals, trusts, estates, and business entities. The firm employs various strategies, including long- and short-term purchases, trading, and the use of third-party managers, often managing assets on a non-discretionary basis that requires client trade approval.

Stacey Rognon is a financial advisor with WESTPARK WEALTH Advisors, Inc. in Houston, TX, holding a Series 66 designation and 26 years of industry experience. She has been with Westpark Wealth Advisors since 2002 and previously worked at IMS Securities, Inc. and Morgan Stanley DW Inc. Westpark Wealth Advisors provides investment advisory and financial planning services to individuals, trusts, estates, pension and profit-sharing plans, and business entities. The firm offers a range of investment strategies and focuses on aligning recommendations with clients’ objectives and risk tolerance.

Ryan Scharar is a Series 65-licensed advisor at FCA Corp with four years of industry experience. He has been with FCA Corp since 2021 and previously worked at Frazer Antalffy Integrated Consulting, LLC. In addition to his financial advisory role, Scharar serves as president of Scharar Law Firm, PC, a legal practice he has operated since 2014. FCA Corp offers portfolio management, financial planning, and consulting services to individuals, managed entities, and open-end investment companies. The firm manages separately managed accounts and serves as investment adviser to the Commonwealth International Series Trust, using a process that includes fundamental analysis and macroeconomic factors to create customized portfolios.

Rayce Nunley is a financial advisor with Catalyst Wealth Management LLC in Houston, TX, holding a Series 66 credential and six years of industry experience. He has previously worked at GWN Securities and Equitable Advisors, and is the owner of Whack Apparel, a social media-based t-shirt brand. 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 delivers services through turnkey asset management programs and 401(k)/403(b) plan administration using a mix of fundamental and technical analysis within a long-term trading framework.

Sam Ling is a financial advisor at Skybound Wealth USA with five years of industry experience. He holds a Series 65 designation and previously worked at Beacon Global Advisor Network, MMPI Financial Services, Ltd, and Allsop Ireland. Skybound Wealth USA serves individuals, families, and internationally mobile clients with investment management, financial planning, and cross-border pension advice, including UK pension transfers and ongoing pension management. The firm employs a centralized investment governance framework and typically provides non-discretionary investment recommendations, relying on affiliated personnel for research and due diligence within an international network.

Jared Virgadamo is a financial advisor at Granite Harbor Advisors, Inc. in Houston, TX, holding Series 63 and Series 65 licenses with two years of industry experience. His prior roles include positions at J.P. Morgan Securities, JPMorgan Chase Bank N.A., and Manske Wealth Management. Before transitioning into finance, he served four years in the United States Marine Corps and was involved with the First Baptist Church of Clovis for six years. Granite Harbor Advisors serves individual and high-net-worth clients as well as institutional sponsors, offering asset management, financial planning, and retirement plan consulting. The firm manages portfolios that include public and private securities and sponsors multiple private funds alongside providing traditional portfolio management services.