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.

William Jameson is a CFP® professional based in Sugar Land, TX, with 28 years of industry experience. He has been with WJ Interests, LLC since 1995, where he is part of a five-advisor team. Outside of his advisory role, he is an investor and limited partner in several partnership real estate ventures. WJ Interests provides tailored financial planning and discretionary investment management primarily for individual and family clients, as well as corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs strategic asset allocation with third-party money managers, emphasizes governance practices, and offers daily-updated client portal access and formal proxy-voting guidelines.

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.

Paul Roberts III is a financial advisor with RWM Capital, LLC in Sugar Land, TX, holding a Series 65 designation and nine years of industry experience. He has worked with Foundations Investment Advisors, LLC and leads Roberts Wealth Management of MS, LLC as president. Roberts Wealth Management (RWM Capital, LLC) provides financial planning and fee-based discretionary investment management primarily to individual and high-net-worth clients preparing for or in retirement. The firm constructs tailored asset allocations using model portfolios and sub-advisers, employs quantitative algorithms for tactical allocation and rebalancing, and maintains a multi-office structure while managing over $222 million in assets.

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 has previously worked at Beacon Global Advisor Network and MMPI Financial Services. Skybound Wealth USA serves individuals, families, and internationally mobile clients, offering investment management, financial planning, and cross-border pension advice, including UK pension transfers. The firm employs a centralized investment governance framework and manages most client assets on a non-discretionary basis, with operational features that include educational sessions on UK pensions and estate planning coordination using third-party platforms.

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, and Manske Wealth Management, as well as service in the United States Marine Corps. Granite Harbor Advisors serves individual, high-net-worth, and institutional clients, providing asset management, financial planning, and retirement plan consulting. The firm is notable for sponsoring and advising multiple private funds and employs a diversified investment approach that includes public and private securities, alternatives, and structured investments.

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.