Riley Feldman is a financial advisor at Catalyst Wealth Management LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at GWN Securities, Inc. and Equitable Advisors, LLC. Riley is also a licensed insurance agent and registered representative, offering clients access to insurance products alongside advisory services. Catalyst Wealth Management LLC provides portfolio management and advisory services primarily to individual and high-net-worth clients, focusing on mutual funds, ETFs, fixed income, and similar securities. The firm manages accounts on a non-discretionary basis and employs fundamental and technical analysis with a long-term trading approach.

Allexander Pellicano is a CFA® charterholder currently with Granite Harbor Advisors, Inc. in Houston, TX. He has one year of experience in financial advising, having joined Granite Harbor Advisors in 2026. His prior roles include positions at Central Storage & Warehouse, Exact Sciences Corporation, Baker Tilly US, LLP, and General Electric. Granite Harbor Advisors serves individual and high-net-worth clients as well as institutional sponsors, offering asset management, financial planning, retirement plan consulting, and oversight of pooled investment vehicles. The firm is notable for sponsoring multiple private funds and providing a range of traditional and alternative investment strategies.

Taylor Condon is a Series 65-registered advisor with Skybound Wealth USA, based in Houston, TX, with one year of industry experience. He holds director roles in two consulting businesses, Altitude and TLC Private Wealth. Skybound Wealth USA serves individuals, families, and internationally mobile clients, providing investment management, financial planning, and cross-border pension advice, with a notable focus on UK pension transfers and estate planning coordination through third-party platforms. The firm operates with a centralized investment governance framework and is part of an international wealth management group with affiliated insurance, mortgage, and lending businesses.

Timothy Smith is a CFP® professional with over 30 years of experience in financial advising. He has been with Granite Harbor Advisors, INC. since 2015 and Granite Harbor Group since 2016. Outside of his advisory work, he serves as president of a homeowners association and is a board member of Ronald McDonald House Charities Greater Houston. Granite Harbor Advisors serves individual and high-net-worth clients as well as institutional sponsors, offering comprehensive asset management, financial planning, and retirement plan consulting. The firm manages portfolios using a broad range of public and private securities and sponsors multiple private funds alongside traditional portfolio management services.

Victor Morales Blandon is a Series 65-licensed advisor with RWM Capital, LLC, holding one year of industry experience. His prior roles include positions at Northwestern Mutual and several automotive-related companies. He also provides insurance planning services as an independent insurance agent. RWM Capital, LLC (Roberts Wealth Management) serves individual and high-net-worth clients, offering comprehensive financial planning and discretionary investment management. The firm uses tailored asset allocations with model portfolios and third-party advisers, supported by algorithmic tools and a multi-office structure managing approximately $222 million in assets.

Casey Kha is a CFP® and holds a Series 66 license, currently serving as a financial advisor at FCA Corp with seven years of industry experience. Prior to joining FCA Corp in 2022, he spent 11 years at Gamma Enterprises LLC. Outside of his advisory role, he is a consultant for Shinjuku Station, a full-service restaurant. FCA Corp provides portfolio management, financial planning, and consulting services to individuals, managed entities, and open-end investment companies. The firm’s investment approach integrates fundamental analysis and macroeconomic factors to build customized portfolios and serves as adviser to both private entities and registered funds.

Steven Crawford is a financial advisor at FCA Corp with 14 years of industry experience. He holds a Series 65 license and has worked at FCA Corp since 2012 and at First Commonwealth Holdings Corp. since 2005. He serves as president of Ivy Realty Trust and holds officer roles in several related entities. FCA Corp provides portfolio management, financial planning, and consulting services to individuals, managed entities, and open-end investment companies. The firm manages separately managed accounts using a fundamental and macroeconomic investment approach and serves as advisor to the Commonwealth International Series Trust.

Keaton Pletcher is a financial advisor with Catalyst Wealth Management LLC in Houston, TX. He holds a Series 66 designation and has one year of industry experience. Prior to joining Catalyst, he held positions at Innovation Partners LLC, McKesson, and True Food Kitchen, and worked in education at Texas A&M University and local schools. Catalyst Wealth Management provides portfolio management and retirement-plan services to individuals, high-net-worth clients, and employer retirement plans. The firm uses turnkey asset management programs and long-term trading strategies, managing approximately $105 million in assets for over 9,500 clients.

Nicholas Casatelli is a financial advisor at Woodstock Wealth Management, Inc. in Houston, TX, with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at AWM Financial Services Inc. and AXA Advisors LLC. He also offers non-securities insurance as a sole proprietor. Woodstock Wealth Management provides discretionary portfolio management, financial planning, and access to third-party asset managers for individuals, high-net-worth clients, businesses, charities, and retirement plans. The firm employs a range of investment strategies and a performance-based compensation model alongside standard fee arrangements.

Brent Simmons is a financial advisor with WESTPARK WEALTH Advisors, Inc. in Houston, TX, holding Series 63 and Series 66 credentials with 39 years of industry experience. He has worked with several firms including Calton & Associates, Inc., IMS Securities, Inc., Institutional Capital Management, Inc., and Stanford Group Company. In addition to his advisory role, he provides term life insurance quotes. Westpark Wealth Advisors offers investment advisory and financial planning services to individuals, trusts, estates, pension and profit-sharing plans, and business entities. The firm employs a range of strategies including portfolio management, option writing, and third-party manager arrangements, often managing assets on a non-discretionary basis with client approval of trades.

Devin Styles is an advisor with Catalyst Wealth Management LLC in Houston, TX. He holds a Series 66 designation and has one year of industry experience. Prior to his current role, he worked at Innovation Partners LLC, American Bank of Commerce, and First United Bank, among others. Catalyst Wealth Management LLC provides portfolio management and retirement plan services to individuals, high-net-worth clients, and employer retirement plans. The firm manages approximately $105 million in assets for about 9,549 clients, primarily through turnkey asset management programs and 401(k)/403(b) plan administration, with all client assets managed on a non-discretionary basis.

Robert Burns is a Series 65-licensed financial advisor at FCA Corp in Houston, TX, with 21 years of industry experience. He has been with FCA Corp since 2004 and also operates a CPA tax practice specializing in income tax return preparation on a seasonal basis. FCA Corp provides portfolio management, financial planning, and consulting services to individuals, managed entities, and open-end investment companies, offering customized portfolios through fundamental and macroeconomic analysis. The firm serves as investment adviser to the Commonwealth International Series Trust and manages both discretionary and non-discretionary accounts.

Jason Ceyanes Sr. is a CFP® with 14 years of industry experience, currently serving as President, CEO, and CFO at Encompass Advisory Services, LLC. He has worked at Encompass since 2019 and previously held roles at The Leaders Group Inc. and MWA Financial Services Inc. In addition to his advisory work, he teaches a personal money management course at the University of Houston - Clear Lake. Encompass Advisory Services is a team-based registered investment adviser that serves individuals, business entities, retirement plans, trusts, and charitable organizations. The firm provides financial planning, investment and wealth management, and estate-document facilitation, using a mix of mutual funds, ETFs, individual securities, and private placements, with portfolio management options that include discretionary and non-discretionary approaches.

Magdalena Santos is a financial advisor with Westpark Wealth Advisors, Inc. in Houston, TX, holding a Series 66 designation and 19 years of industry experience. She has worked at Westpark Wealth Advisors since 2008 and previously at IMS Securities, Inc. and Calton & Associates, Inc. Westpark Wealth Advisors serves individuals, trusts, estates, pension and profit-sharing plans, and business entities with investment advisory and financial planning services. The firm uses a variety of investment strategies and often manages client assets on a non-discretionary basis, requiring client approval for trades.

Jonathan Penn is a CFP® professional with 18 years of industry experience, currently serving as a financial advisor at RIA Advisors since 2020. His prior roles include positions at RIA Wealth Advisors LLC and Pin Oak Investment Advisors, Inc., as well as seven years at Boston Scientific. He is also a licensed insurance agent with RIA Insurance Agency LLC. RIA Advisors provides fee-based portfolio management and financial planning to individuals, charitable organizations, small businesses, and retirement plans. The firm manages approximately $1.53 billion in assets, employing a disciplined investment process that combines fundamental and technical analysis, value investing, and Modern Portfolio Theory.

Daniel Weatherton is a financial advisor at Catalyst Wealth Management LLC with two years of industry experience. He holds a Series 66 designation and has worked at Innovation Partners LLC and GWN Securities, Inc. among other firms. Outside of his advisory role, he is a licensed insurance agent and registered representative, offering commissionable insurance products in addition to advisory services. Catalyst Wealth Management LLC provides ongoing portfolio management and advisory services to individual and high-net-worth clients, using a long-term trading approach across mutual funds, ETFs, fixed income, and similar securities. The firm manages accounts on a non-discretionary basis and employs Turnkey Asset Management Programs to implement client strategies.

Danny Armstrong is a financial advisor with Westpark Wealth Advisors, Inc. in Houston, TX, holding a Series 63 designation and bringing 34 years of industry experience. He has worked with Westpark Wealth Advisors since 2002 and previously with Calton & Associates from 2017. Outside of his advisory work, Armstrong is involved in rodeo announcing and sports broadcasting for a local radio station. Westpark Wealth Advisors serves individuals, trusts, estates, pension and profit-sharing plans, and business entities with investment advisory and financial planning services. The firm employs a variety of strategies including long- and short-term investments, option writing, and third-party money manager arrangements, often managing assets on a non-discretionary basis that requires client approval of trades.

Adam Cervantes is a CFP® professional with three years of industry experience. He is currently an advisor at RIA Advisors and previously worked at Avior Wealth Management, The Financial Advisory Group, and the Practice Advisory Group. Outside of his advisory role, he owns and operates a small LLC where he performs mechanical and auto body work on vehicles for friends and family as a weekend hobby. RIA Advisors provides fee-based investment management and financial planning services 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 to manage portfolios on a discretionary basis and offers specialized plan-level services for ERISA-qualified plan sponsors.

Fredrick Jackson is a financial advisor at Westpark Wealth Advisors, Inc. in Houston, TX, with 26 years of industry experience. He has been with Westpark since 2019 and previously worked at Calton & Associates, Inc. and IMS Securities, Inc. Fredrick is also an employee tax preparer at H&R Block. Westpark Wealth Advisors provides investment advisory and financial planning services to individuals, including high-net-worth clients, trusts, estates, pension and profit-sharing plans, and business entities. The firm employs a variety of investment strategies and emphasizes client involvement in trade decisions, managing a significant portion of assets on a non-discretionary basis.

Christopher Gammon is a CFP® professional with over 32 years of industry experience. He has worked at Westpark Wealth Advisors, Inc. since 2000 and at Calton & Associates, Inc. since 2017. Gammon is the CEO of Westpark Wealth Advisors and is involved in preparing the company’s financials. 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 range of strategies including long-term and short-term purchases, option writing, and works with third-party money managers, often managing client assets on a non-discretionary basis.