Stephen Fougerousse is a financial advisor with Lifestyle Asset Management, Inc. He holds a Series 63 designation and has 37 years of industry experience. His career includes roles at Cetera Advisors LLC, First Allied Advisory Services, and Lifestyle Financial Advisors, Inc. He also serves as a trustee for multiple family trusts. Lifestyle Asset Management, Inc. provides advisory services to individuals, retirement plans, trusts, charitable organizations, and other entities, managing approximately $571 million in discretionary assets. The firm offers tailored portfolio management, financial planning, and pension consulting using a variety of investment strategies and serves as a sub-advisor and model provider to other RIAs.

Hunter Coday is a CFP® with five years of industry experience, currently serving as an advisor at Goodman Financial Corporation. He has worked at Goodman Financial since 2020 and previously spent time at The Financial Advisory Group, Inc. in 2019. Goodman Financial Corporation provides discretionary investment management and targeted financial advisory services to individuals, trusts, estates, endowments, corporations, and pension plans. The firm emphasizes a fundamental, bottom-up investment process with customized portfolios largely focused on individual equities and bonds to enhance tax efficiency and income predictability.

Patrick Smith is a financial advisor at Lavaca Capital, LLC with 16 years of industry experience. He holds a Series 66 designation and has previously worked at Raymond James and Associates. Lavaca Capital provides investment advisory and sub-advisory services to a selective client base that includes asset managers, registered investment advisers, family offices, high-net-worth individuals, and institutional investors. The firm employs a flexible investment approach across equities, fixed income, and derivatives, with a focus on option strategies for both hedging and return generation.

Paul Jackson is a CFA® charterholder with 29 years of industry experience. He has worked at LifeStyle Financial Advisors since 2011 and currently serves on the firm’s Investment Committee. Lifestyle Asset Management, Inc. serves individuals, retirement plans, trusts, and charitable organizations with tailored portfolio management, financial planning, and pension consulting. The firm employs a client-specific approach using a mix of individual equities, ETFs, mutual funds, fixed income, and alternatives, combining proprietary and third-party models to manage approximately $571 million in discretionary assets.

William Vaseliades is a financial advisor with Sovereign Wealth Advisors LLC in Houston, TX, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has worked at Sovereign Wealth Advisors since 2015 and concurrently at LPL Financial since 2009. Outside of his advisory roles, he is involved in a photography business based in Houston. Sovereign Wealth Advisors LLC provides investment advisory and financial planning services to individuals, trusts, retirement plans, and other entities. The firm manages diversified portfolios using various analytical methods and offers comprehensive portfolio management, financial planning, and consulting services, implementing advice both directly and through multiple sponsored programs.

Marc Oster is a financial advisor with Inscription Capital, LLC and Inscription Family Office, LLC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He previously worked at UBS Financial Services and has been a principal at Inscription Capital since 2008. Oster serves as a board member for the Jewish Family Service Houston Foundation, assisting with fundraising efforts. Inscription Capital serves individual clients, including high net worth individuals, and institutional entities such as family offices, trusts, estates, and private foundations. The firm manages approximately $1.56 billion in client assets and offers holistic financial planning, discretionary and non-discretionary portfolio management, retirement plan advisory services, and family office services through a personalized, committee-driven investment process.

Kaleb Jones is a CFP® and holds a Series 66 license with 11 years of industry experience. He is currently with Lifestyle Asset Management, INC. and has previously worked at Cetera Advisors LLC and First Allied Advisory Services. Lifestyle Asset Management, Inc. serves a range of clients including individuals, retirement plans, trusts, and charitable organizations, managing approximately $571 million in discretionary assets. The firm offers tailored portfolio management, financial planning, and ERISA plan advisory services, using a combination of proprietary and third-party investment models across multiple offices.

Raul Chapa Ugalde is a financial advisor at Alterna Wealth Management, Inc. with four years of industry experience. He holds the Series 66 designation and previously worked at Credit Suisse AG and Credit Suisse Asesoria Mexico. He is also a minority owner of a Mexican venture capital company, Grupo DOSCEROQUINCE SA de CV. 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 client base outside the United States. The firm employs a disciplined, global approach to asset allocation and diversification using dynamic models and combines quantitative analysis, technical methods, and an in-house trading desk in its investment process.

John Ross is a financial advisor at Goodman Financial Corporation in Houston, TX, holding a Series 65 designation. He has been with Goodman Financial since 2026 and previously worked at Talascend LLC for 11 years. Goodman Financial Corporation offers discretionary investment management and financial advisory services to individuals, trusts, estates, endowments, corporations, and pension plans. The firm employs a fundamental, bottom-up investment approach focused on customized portfolios with direct holdings in equities and bonds, emphasizing tax efficiency and predictable income.

Emilio Mejia is a financial advisor with Alterna Wealth Management, Inc. in Houston, TX, holding a Series 66 designation and possessing 25 years of industry experience. He has worked extensively with Actinver Securities and Actinver Wealth Management since 2008. Alterna Wealth Management provides investment advisory and portfolio management services to individuals, high-net-worth clients, trusts, estates, institutions, and charitable organizations. The firm employs a disciplined global approach to asset allocation and diversification, utilizing dynamic models and combining quantitative analysis, technical methods, and an in-house trading desk.

Campbell Gibson is a financial advisor at Trinity Legacy Partners, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at the University of Houston, Rice University, and Glendmond College. Trinity Legacy Partners is a fee-only, SEC-registered investment adviser serving individuals, trusts, estates, corporations, and charitable organizations. The firm provides discretionary portfolio management, financial planning, and investment consulting, utilizing a documented Investment Objective Statement and periodic reviews to guide its fiduciary services.

John Husbands is a financial advisor with Portfolio Advisory Council, L.L.C. in Houston, TX, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. He has worked at Mutual Securities, Inc. since 2017 and previously spent a decade at Cambridge Investment Research, Inc. Husbands serves on the Board of Trustees for Conroe Independent School District, where he is involved in oversight of school district policy and budget. Portfolio Advisory Council provides financial planning and portfolio management to individuals, corporations, pension and profit-sharing plans, Taft-Hartley plans, and charitable institutions. The firm focuses on retirement income planning and manages business retirement arrangements with an investment approach that combines growth and income strategies using various asset classes and analytical methods.

Pamela Reynoso is a financial advisor with GBM Wealth Management, Inc. in Houston, TX, holding Series 63 and Series 66 credentials and bringing 22 years of industry experience. Her career includes roles at Portafolio Advisory Solutions LLC and several GBM-affiliated entities spanning over a decade. Reynoso also works with Portfolio Investments, Inc., where she has been active since 2016. 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 offers customized portfolios using fundamental analysis across a range of strategies and serves both U.S. and non-U.S. residents through discretionary and non-discretionary accounts.

Stephen Mchale is a CFP® with 28 years of industry experience, currently serving as a financial advisor at Sovereign Wealth Advisors LLC since 2017. He has also been associated with LPL Financial, LLC since 2014. Outside of his advisory role, he is active as a soccer referee in Houston, TX. Sovereign Wealth Advisors LLC serves individuals, trusts, retirement plans, and corporate clients by offering portfolio management, financial planning, retirement-plan consulting, and educational seminars. The firm combines fundamental and technical analysis with a variety of investment strategies and utilizes sponsored advisory programs and third-party manager platforms to meet client needs.

Daniel Thomason is a financial advisor with Lifestyle Asset Management, Inc. He holds the ChFC® designation and Series 63 and Series 65 licenses, and has 29 years of industry experience. His prior work includes roles at Cetera Advisors LLC and First Allied Advisory Services. Thomason also works as an independent contractor in insurance, covering fixed, life, health, and property and casualty lines. Lifestyle Asset Management, Inc. provides portfolio management and financial planning services to individuals, retirement plans, trusts, and charitable organizations, managing approximately $571 million in discretionary assets. The firm employs a client-specific approach incorporating fundamental, technical, and cyclical analysis, and offers both proprietary and third-party model strategies, serving also as a sub-advisor and model provider to other registered investment advisers.

Martin Peskin is a financial advisor with Sovereign Wealth Advisors LLC in Houston, TX, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at LPL Financial LLC since 2005 and joined Sovereign Wealth Advisors in 2015. Sovereign Wealth Advisors serves individuals, trusts, retirement plans, and corporate clients by offering portfolio management, financial planning, retirement-plan consulting, and educational seminars. The firm uses a combination of fundamental and technical analysis and offers a range of investment solutions including discretionary portfolio management and access to sponsored and third-party advisory programs.

Marc Forn Canabate is a CFA® charterholder currently with Inscription Capital, LLC, where he has been since 2022. His prior experience includes roles at Santander Bank UK and Santander Bank NA, as well as involvement with Bluecap and Search Fund Accelerator. Outside of his advisory work, he serves as a senior analyst for litigation finance funds and a resale investment service, contributing to fund materials, financial modeling, and client coordination. Inscription Capital manages approximately $1.56 billion in client assets, serving individual clients, family offices, trusts, estates, and private foundations. The firm offers comprehensive financial planning and portfolio management through a personalized, committee-driven process emphasizing fundamental analysis and diversified, long-term allocations across various asset types.

Wendy Korman is a CFP® and PFS™ credentialed advisor with 21 years of industry experience. She has worked at Portfolio Advisory Council, L.L.C. since 2004 and is also associated with Callaway & Associates and the Wendy Ellen Birkinsaw CPA practice. In addition to her advisory roles, she operates a sole practitioner tax preparation and accounting business. Portfolio Advisory Council, L.L.C. serves individual investors, corporations, pension and profit-sharing plans, and charitable institutions, offering financial planning, retirement-plan consulting, and investment management. The firm employs a growth-and-income strategy and manages diversified portfolios including mutual funds, ETFs, stocks, bonds, options, and REITs.

Jillian Nel is a CFP® with 18 years of industry experience, currently serving as Director of Financial Planning at Inscription Capital, LLC. She has held roles at Emerson Equity LLC and Purshe Kaplan Sterling Investments and has been involved with Inscription Capital since 2019. Nel is also an academic director and instructor for the CFP® program at the Glasscock School for Continuing Studies at Rice University. Inscription Capital serves individual and institutional clients, including high net worth individuals, family offices, trusts, and private foundations, managing approximately $1.56 billion in assets. The firm offers comprehensive financial planning and portfolio management through a personalized, committee-driven investment process that incorporates a range of asset classes and implementation options.

Allison Brand is a CFP® professional at Inscription Capital, LLC with one year of industry experience. Her prior roles include positions at Connors Wealth Management, Oak Harvest Financial Group, Houston ISD, and Bama Bounders. Inscription Capital, LLC provides holistic financial planning and investment management services to individuals, family offices, trusts, estates, private foundations, and retirement plans. The firm manages approximately $2.05 billion in assets and employs a long-term, fundamental investment approach implemented by an investment committee that utilizes diversified portfolios including mutual funds, ETFs, structured products, and alternative investments.