Jonathan Chapman is a CFP® with 14 years of industry experience and has been with WJ Interests, LLC since 2016. He holds the Series 63 designation and works within a team of seven advisors at the firm’s Sugar Land, TX office. WJ Interests primarily serves individual and high-net-worth families, trusts, estates, retirement plans, and select corporate clients. The firm provides ongoing financial planning and discretionary investment management, focusing on strategic asset allocation and manager selection based on third-party research and direct due diligence, with an emphasis on long-term relationships and a generally conservative investment approach.

Craig Severin is a CFP® with 36 years of industry experience, currently serving as a financial advisor at RIA Advisors since 2018. He previously worked at LPL Financial, LLC from 2016 to 2018. Severin is also a licensed insurance agent with RIA Insurance Agency LLC. RIA Advisors provides fee-based investment management and financial planning to individuals, including high-net-worth clients, as well as institutional retirement plans. The firm employs a mix of fundamental and technical analysis within a Modern Portfolio Theory framework and offers fiduciary consulting and participant education services for ERISA-qualified plan sponsors.

Lance Roberts is a financial advisor at SimpleVisor with 23 years of industry experience. He holds Series 63 and Series 65 designations and has worked with multiple RIAs, including RIA Global Research, LLC, where he currently provides financial advice. SimpleVisor is an SEC-registered online automated investment adviser offering a digital platform of model portfolios to retail and high-net-worth clients. The firm uses a risk-tolerance questionnaire to match clients with portfolios composed of ETFs, individual stocks, and bonds, employing fundamental, technical, cyclical, and charting analysis in its investment approach.

James Jones is a financial advisor at MDX Wealth Management with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Bournehill Investment Services and Callaway Financial Services. Outside of his advisory role, he is also an independent agent for Texas State Life and Health Insurance. MDX Wealth Management serves individual clients, trusts, foundations, corporations, and retirement plans by providing wealth management, portfolio management, and limited retirement, estate, and tax-planning support. The firm constructs individualized portfolios through fundamental research and offers both discretionary and non-discretionary management across multiple asset classes.

Conor Renn is a financial advisor at WBH Advisory, Inc. in Katy, TX, holding a Series 65 designation with three years of industry experience. He previously worked for Baldwin Investment Management, LLC for seven years before joining WBH Advisory. WBH Advisory is a multi-advisor wealth management firm serving individual, trust, retirement-plan, nonprofit, and corporate clients. The firm focuses on discretionary portfolio management combined with financial, estate, and income tax planning, utilizing a fundamental equity analysis approach and integrating technology platforms to enhance its service model.

Zachery Roth is a financial advisor at Catalyst Wealth Management LLC with three years of industry experience. He holds a Series 66 designation and has previously worked at GWN Securities Inc. and Ficare FCU. Roth is also a licensed insurance agent and registered representative, offering insurance products and advice as part of his professional activities. Catalyst Wealth Management LLC provides ongoing portfolio management and advisory services primarily to individual and high-net-worth clients, including retirement plan participants. The firm employs a long-term trading orientation with fundamental and technical analysis, managing accounts on a non-discretionary basis through various Turnkey Asset Management Programs.

Brian Sak is a CFP® and ChFC® professional with 22 years of industry experience. He is affiliated with Granite Harbor Advisors, INC., where he has worked since 2015 and its related entity Granite Harbor Group since 2016. Outside of his advisory work, he serves as president and secretary of Last Diamond Hunting Group, LLC, a management role involving lease dues, game harvesting, and property maintenance. Granite Harbor Advisors serves individual and high-net-worth clients, as well as institutional sponsors including retirement plans and insurance companies, offering asset management, financial planning, and retirement plan consulting. The firm also sponsors multiple private funds and provides advisory and operational support for pooled investment vehicles, utilizing a broad range of public and private securities in its portfolio construction.

Thomas Moore III is a Series 65 licensed advisor with four years of industry experience. He is currently with RWM Capital, LLC and has previous experience at Foundations Investment Advisors, LLC and New York Life Insurance Company. In addition to his advisory role, he works as an independent insurance agent and tax specialist, providing insurance, tax, and financial planning services. RWM Capital, LLC offers financial planning and fee-based discretionary investment management primarily to individual and high-net-worth clients preparing for or in retirement. The firm employs tailored asset allocations, model portfolios, sub-advisers, and algorithmic tools across multiple offices to manage over $220 million in assets.

Timothy Hobbs is a financial advisor at MDX Wealth Management in Sugarland, TX, with 31 years of industry experience. He holds a Series 63 designation and has held roles at several firms, including First Western Securities and Bournehill Investment Services. Outside of his advisory work, he owns TCH Photo, a non-investment-related business. MDX Wealth Management is an independent registered investment adviser that provides portfolio management and wealth-planning services to individuals, trusts, pensions, foundations, and businesses. The firm uses a fundamentally driven, long-term investment approach supplemented with tactical tools tailored to client risk profiles and operates across multiple offices and brands.

Brendan Riley is a financial advisor with Catalyst Wealth Management LLC in Houston, TX, holding a Series 66 designation and three years of industry experience. Prior to joining Catalyst, he worked in roles at Innovation Partners LLC, GWN Securities, and other firms. Outside of advising, he is a licensed insurance agent and occasionally offers commissionable insurance products to clients. Catalyst Wealth Management provides portfolio management and retirement-plan services primarily through turnkey asset management programs and 401(k)/403(b) plan administration for individuals, high-net-worth clients, and employer retirement plans. The firm emphasizes non-discretionary management, utilizing fundamental and technical analysis alongside a long-term trading approach.

Nathan Dagley is a financial advisor with Encompass Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with Encompass Advisory Services since 2016 and has extensive experience in insurance through his roles at Dagley Insurance Agency and related entities. Outside of his advisory role, Dagley is involved in managing a youth sports club and has founded a safe driving mobile app. Encompass Advisory Services is a state-registered investment adviser serving individuals, retirement plans, trusts, estates, charitable organizations, and businesses. The firm provides tailored financial planning, investment management, and estate-document facilitation, utilizing fundamental, technical, and cyclical analysis across a range of investment vehicles and offering both discretionary and non-discretionary management options.

Benjamin Hadley is a financial advisor at Skybound Wealth USA with 10 years of industry experience. He holds a Series 65 designation and previously worked at Brite Advisors USA, Inc. for 10 years before joining Skybound Wealth Management USA, LLC. Skybound Wealth USA serves individuals, families, and internationally mobile clients with investment management, financial planning, and cross-border pension advice, including UK pension transfers. The firm uses a centralized investment governance framework and manages most client assets on a non-discretionary basis, with a focus on coordinated estate planning and a range of structured product offerings.

Frederick Van Wyk is a financial advisor at FCA Corp in Houston, TX, holding a Series 65 credential with two years of industry experience. He has been with FCA Corp since 2018 and previously worked at the University of Houston and Saxo Capital Markets South Africa. FCA Corp provides portfolio management, financial planning, and consulting services to individuals, managed entities, and open-end investment companies. The firm offers customized investment solutions based on fundamental and macroeconomic analysis and also serves as adviser to registered open-end funds and private pooled entities.

James Ratliff is a CFP® and ChFC® with 20 years of industry experience, currently serving at RIA Advisors. His prior work includes roles at RIA Global Research LLC, RIA Wealth Advisors, LLC, Clarity Financial, LLC, and J.P. Morgan Securities LLC. He is an owner of SimpleVisor, a registered SEC robo investment adviser. 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 client assets and employs a blended investment approach incorporating fundamental and technical analysis, value investing, and Modern Portfolio Theory.

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.

Nicole Pachar is a financial advisor with MDX Wealth Management in Missouri City, TX, holding Series 63 and Series 65 licenses and 12 years of industry experience. She has worked at Callaway Financial Services Inc, doing business as Synergy Securities, and has been with MDX Wealth Management since 2012. Outside of advising, she is the owner of Pachar Consulting LLC and also works as a contractor for a non-investment-related firm. MDX Wealth Management serves individual clients, including high-net-worth households, as well as trusts, foundations, corporations, and retirement plans. The firm provides wealth management and portfolio management with a fundamental research approach, offering both discretionary and non-discretionary services across multiple asset classes.