Mariana Cruz Partida is a financial advisor at GBM Wealth Management, Inc. in Houston, TX, holding Series 63 and Series 65 designations with one year of industry experience. Prior to her current roles at GBM Wealth Management, LLC and GBM International, Inc., she spent ten years with Lifestyles & Heritage Brands of Mexico. GBM Wealth Management provides investment advisory and portfolio management services to individuals, high-net-worth clients, trusts, corporations, investment companies, and select institutional clients. The firm focuses on customized portfolio construction using fundamental analysis and offers a variety of strategies ranging from conservative to aggressive, serving both U.S. and non-U.S. residents.

Elisia Pearson is a financial advisor with Sovereign Wealth Advisors LLC in Houston, TX, holding a Series 63 license and 28 years of industry experience. She has been with Sovereign Wealth Advisors since 2015 and has worked at LPL Financial since 2009. Sovereign Wealth Advisors LLC provides investment advisory and financial planning services to individuals, trusts, retirement plans, and other entities, managing portfolios that may include ETFs, mutual funds, individual equities, and fixed-income securities using multiple analytical methods and regular account reviews.

Larry Denson is a CFP® with 28 years of industry experience. He is currently with MDT Financial Advisors, LLC and was previously with Wells Fargo Advisors Financial Network LLC for 17 years. Denson is a part-owner of MDT Financial Advisors. MDT Financial Advisors is a registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm provides wealth and investment management, financial planning, third-party asset manager selection, and fiduciary services, combining active and passive strategies tailored to client objectives.

Francisco Rivera Corona is a financial advisor at Alterna Wealth Management, Inc. with a Series 66 credential and one year of industry experience. His background includes roles at Alterna Wealth Management and Alterna Securities, as well as academic positions at Baylor University, Tecnologico de Monterrey, and Colegio Suizo Aleman de Mexico. Alterna Wealth Management provides investment advisory and portfolio management services to individuals, high-net-worth clients, trusts, estates, institutions, and charitable organizations, with a significant portion of its clientele based outside the United States. The firm employs a disciplined, global approach to asset allocation and diversification, utilizing quantitative analysis, technical methods, and model strategies to support various investment styles.

Jeffrey Thomas is a financial advisor with Arkos Global Advisors, LLC in Houston, TX, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior roles include positions at Morgan Stanley and Archetype Wealth Partners. Outside of his advisory work, he serves as a board member of Medical Bridges and is the stewardship chair at West U. Methodist Church. Arkos Global Advisors provides financial planning, consulting, and portfolio management services to individuals, trusts, estates, charitable organizations, and business entities. The firm combines comprehensive planning with discretionary investment management, utilizing fundamental, technical, and quantitative analysis to tailor portfolios and conduct ongoing account monitoring.

Matthew Berti is a CFP® and holds a Series 65 license with nine years of experience in the financial services industry. He has worked at RHP Wealth Management since 2023 and previously was with Tanglewood Legacy Advisors, LLC and Speight Asset Management, LLC. Based in Houston, TX, he is part of a five-advisor team at RHP. RHP Wealth Management serves individuals, trusts, estates, charitable organizations, corporations, and business entities with discretionary investment management and a range of financial planning services. The firm manages approximately $345 million in discretionary assets and emphasizes diversified, tax-aware portfolio construction aligned with clients’ risk tolerance and time horizons.

Austin Buchala is a financial advisor at Goodman Financial Corporation with five years of experience. He previously worked at the University of Arkansas and St. Thomas High School. Goodman Financial Corporation provides discretionary investment management and supplemental financial advisory services to individuals, trusts, endowments, corporations, and retirement plans. The firm manages approximately $865 million across 275 client relationships, employing a customized, risk-aware investment process that emphasizes individual equities and bonds over mutual funds.

Craig Dawson is a financial advisor at Arkos Global Advisors, LLC in Houston, TX, with 17 years of industry experience. He holds a Series 66 designation and has previously worked at HighTower Advisors LLC, Hightower Securities LLC, and Salient Capital entities. Arkos Global Advisors serves individuals, trusts, estates, charitable organizations, and business entities by providing financial planning, consulting, and portfolio management services. The firm combines fundamental, technical, and quantitative analysis to tailor portfolios and offers discretionary investment management along with ongoing account monitoring and manager due diligence.

Rosario Flores is a financial advisor at Alterna Wealth Management, Inc. based in Houston, TX, with nine years of industry experience. She holds Series 63 and Series 66 designations and has been associated with Alterna Securities, Inc. since 2015. Alterna Wealth Management 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 approach using dynamic models and combines quantitative analysis, technical methods, and an in-house trading desk in its investment process.

Paul Palmer is a CFP® with 28 years of experience in financial advisory. He has worked at Goodman Financial Corporation since 2023 and was previously with Your Advocates Ltd., LLP dba The Advocates from 2006 to 2023. He holds a Series 63 license and is based in Houston, TX. Goodman Financial Corporation provides discretionary investment management and supplemental financial advisory services to individuals, trusts, endowments, corporations, and retirement plans. The firm manages approximately $865 million across about 275 client relationships and employs a customized, risk-aware investment process focusing on individual equities and bonds.

Coleman Conkling is a financial advisor with Inscription Capital, LLC in Houston, TX, holding a Series 65 designation and seven years of industry experience. He has worked at Inscription Capital since 2020 and previously at Quantor Capital, LLC and McDowell Hetherington LLP. Outside of his advisory work, he is a partner at JJC Capital, LLC. Inscription Capital provides financial planning and investment management services to individuals, family offices, trusts, estates, private foundations, and retirement plans. The firm employs a long-term, fundamental investment approach with tailored portfolios constructed and monitored by an investment committee.

Leia Carpenter is a CFA® charterholder with 22 years of industry experience. She has been with Adell, Harriman & Carpenter in Houston, TX, since 1996. 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, investing in equities, investment-grade bonds, and ETFs, and offers financial counseling on retirement, estate and tax planning, college funding, company stock option matters, and charitable giving.

Alexander Baker is a financial advisor at Burke Wealth Management, LLC in Houston, TX, with two years of industry experience. Prior to his advisory role, he was the owner and employee of Baker Anesthesia Services LLC and held medical positions at Albany Medical Center, Anesthesia School, and Ochsner Medical Center. Burke Wealth Management provides discretionary portfolio management primarily to individual and high-net-worth clients, as well as trusts, retirement plans, charitable organizations, and other investment advisers. The firm’s investment approach focuses on a concentrated, long-term strategy targeting high-quality, large-cap growth companies combined with corporate bonds in its Balanced Growth option, and it also sponsors and sub-advises a registered ETF.

Jose Macouzet is a financial advisor with GBM Wealth Management, Inc. in Houston, TX, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. His career includes various roles within GBM entities and related firms since 2005. Outside of his advisory work, he owns LUNIMAC, LLC, and is a passive investor in NILUMAC LLC, a Mexican company involved in real estate, hospitality, and travel. GBM Wealth Management provides investment advisory and portfolio management services to individuals, high-net-worth clients, trusts, corporations, and select institutional clients. The firm offers customized portfolios using fundamental analysis across a range of strategies and serves a notable non-U.S. client base with both discretionary and non-discretionary accounts.

Maribel Galindo is a financial advisor at Alterna Wealth Management, Inc. in Houston, TX, holding a Series 66 designation with 17 years of industry experience. She has prior work history at Citigroup Global Markets and Citibank n.a. Outside of advisory work, she holds ownership in a rental property located in Miami, FL. Alterna Wealth Management provides investment advisory and portfolio management services to individuals, high-net-worth clients, trusts, estates, institutions, and charitable organizations, utilizing a disciplined, global approach to asset allocation and diversification with a focus on model strategies and a combination of quantitative and technical analysis.

Leonard Golub is a CFA® charterholder with 18 years of industry experience. He is affiliated with New Capital Management, LP and has worked at Dove Partners, Ltd. since 1997. New Capital Management LP provides fee-only investment and wealth management services primarily for families, individual investors, trusts, businesses, charitable foundations, and pension plans. The firm employs broadly diversified portfolios combining passive and active strategies and offers integrated financial planning services.

Salomon Lahana is a financial advisor at Banorte Asset Management, Inc. with 13 years of industry experience. He holds Series 63 and Series 66 licenses. His prior roles include positions at PNC Bank, BBVA Wealth Solutions Inc., and Invex Advisors LLC. Banorte Asset Management, Inc., operating as Banorte Wealth Advisors, provides discretionary and non-discretionary portfolio management to individuals, high-net-worth clients, trusts, estates, charitable organizations, and corporations. The firm offers customized portfolios and model strategies ranging from fixed income to global equities, serving a largely international client base with a focus on Latin America.

Christopher Winters is a financial advisor at Burke Wealth Management, LLC with seven years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at JPMorgan Securities LLC, JPMorgan Chase Bank NA, and Captrust Financial Advisors. Winters is based in Houston, TX. Burke Wealth Management provides discretionary portfolio management primarily to individual and high-net-worth clients, as well as trusts, retirement plans, charitable organizations, and other investment advisers. The firm focuses on a concentrated, long-term growth strategy targeting high-quality, large-cap companies and offers both equity and balanced growth options.

Thomas Callahan is a Series 65-licensed financial advisor with 12 years of industry experience. He is affiliated with Callahan Advisors, LLC, where he has worked since 2012. Callahan Advisors, LLC provides discretionary investment management primarily to individuals, including high-net-worth clients, as well as charitable organizations, foundations, trusts, estates, and retirement accounts. The firm manages approximately $1.2 billion in assets across about 425 client accounts, focusing on U.S.-listed equities supplemented by fixed income and ETFs, with portfolio decisions guided by client risk tolerance and long-term objectives.

Antonio Castillo is a CFP® and holds a Series 65 license with four years of industry experience. He has worked at Goodman Financial Corporation since 2023 and previously held roles at RWM Capital, Bellaire Capital Management, and Garrett Investment Advisors. Before entering the financial advisory field, he spent 14 years at CEMEX Inc. Goodman Financial Corporation provides discretionary investment management and supplemental financial advisory services to individuals, trusts, endowments, corporations, and retirement plans. The firm manages approximately $865 million across 275 client relationships using a customized, risk-aware investment process that emphasizes direct equity and bond purchases combined with fundamental and macroeconomic research.