Thomas Allen is a financial advisor at RIA Advisors in Houston, TX, holding a Series 65 designation with 12 years of industry experience. His prior roles include positions at Retirement Plan Consultants and Index Fund Advisors. Outside of finance, he is a passive financial partner in a local fitness facility, District H Strength & Fitness. RIA Advisors provides fee-based portfolio management and financial planning services to individuals, charitable organizations, small businesses, and 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.

Austin Rodriguez is a financial advisor with Catalyst Wealth Management LLC, holding a Series 66 designation and two years of industry experience. Prior to joining Catalyst, he held positions at Innovation Partners LLC and Range Realty Advisors. He is also a licensed insurance agent and registered representative. Catalyst Wealth Management LLC provides portfolio management and retirement-plan services primarily to individuals, high-net-worth clients, and employer retirement plans, managing approximately $105 million in assets across about 9,549 clients. The firm employs a non-discretionary approach using turnkey asset management programs and emphasizes investment suitability through documented client objectives and advisory support.

Joseph Dyal is a CFP® and holds a Series 65 license, with 18 years of industry experience. He has been with Franklin, Parlapiano, Turner & Welch LLC since 2014. The firm advises high-net-worth individuals, trusts, and estates, providing fee-only asset management and comprehensive financial planning through its Managed Account Program. Franklin, Parlapiano, Turner & Welch LLC manages discretionary assets using model allocations and fundamental analysis, serving a select client base with a typical minimum relationship of $3,000,000.

Coleman Davis is a financial advisor at Catalyst Wealth Management LLC with five years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Gwn Securities Inc and Equitable Advisors. Davis is also a licensed insurance agent and registered representative, offering commissionable products in addition to advisory services. 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 emphasizes advisory roles through turnkey asset management programs and retirement plan administration, utilizing a combination of fundamental and technical analysis and a long-term trading approach.

Tammie Parran is an investment advisor representative with ELE Advisory Services, Inc. She holds Series 63 and Series 65 licenses and has 19 years of industry experience. Her career includes roles at multiple affiliated entities within the ELE group since 2001. Outside of advisory services, she is involved in several business ventures, including leadership positions in coaching and consulting, logistics, a mobile cigar lounge, and co-ownership of companies providing drug testing and concession services. ELE Advisory Services is a multi-advisor registered investment adviser serving individuals, high-net-worth clients, business owners, and charitable organizations. The firm offers portfolio management, financial planning, and third-party adviser selection, utilizing fundamental analysis and client-specific Investment Policy Statements to guide asset allocation and reviews.

Daniel Illanes is a financial advisor at Catalyst Wealth Management LLC in Houston, TX, holding a Series 66 designation. He has one year of industry experience and has been with Catalyst and Innovation Partners LLC since 2026. Outside of his advisory roles, he has experience working in community and educational settings, including positions at Quince Orchard Swim and Tennis Club and the College of the Holy Cross. 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 through turnkey asset management programs and 401(k)/403(b) plan administration, delivering advisory services primarily on a non-discretionary basis.

Joselyn Pfeil is a financial advisor with Skybound Wealth USA in Houston, TX, holding a Series 66 designation and six years of industry experience. She previously worked at Bank of America and Merrill from 2019 to 2025 and has experience in wealth and wellness training. Skybound Wealth USA serves individuals, families, and internationally mobile clients, offering investment management, financial planning, and cross-border pension advice, with a focus on UK pension transfers and estate planning coordination. The firm utilizes a centralized investment governance framework and manages most client assets on a non-discretionary basis.

Brandon Williams is a CFP® and holds a Series 65 license with three years of industry experience. He is currently with FCA Corp, where he has worked since 2022. His prior experience includes roles at Griffith & Associates Financial & Estate Planning Services, CIBC Bank Canada, and HSBC Bank Canada. FCA Corp provides portfolio management, financial planning, and consulting services to individuals, managed entities, and open-end investment companies. The firm’s investment approach combines fundamental analysis and macroeconomic factors to create customized portfolios, and it also offers non-investment consulting in areas such as estate, tax, and insurance planning.

David Huddleston is a financial advisor at Early McClintic & McMillan, LLC with five years of industry experience. He holds a Series 65 credential and previously worked at CBRE Group, Inc and Hess Corporation. In addition to his advisory role, Huddleston is licensed to sell insurance products through unaffiliated companies and receives commission-based compensation for these sales. Early McClintic & McMillan, LLC serves individuals, families, high-net-worth clients, retirement plan sponsors, and foundation trustees, offering portfolio management, financial planning, pension consulting, and adviser selection. The firm employs a blend of quantitative and qualitative analysis to tailor asset allocation and diversification, utilizing third-party managers and model portfolios, and participates in a wrap-fee Separately Managed Account program through Raymond James Consulting Services.

Jonathan Mc Carty is a CFP® and CFA® with 12 years of industry experience, currently serving as a financial advisor at RIA Advisors since 2023. His prior experience includes roles at JPMorgan Chase Bank, N.A., JPMorgan Securities LLC, Bank of America, N.A., and Merrill Lynch. He is also an agent with RIA Insurance Agency LLC, earning commission-based compensation. 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 and employs a blend of fundamental and technical analysis, value investing, and Modern Portfolio Theory in its investment approach.

Joshua Clancey is a financial advisor at Skybound Wealth USA with a Series 65 credential and one year of industry experience. His prior work includes roles at Indigo Financial Analysis & Consultancy, Hansard Global PLC, Causeway, Praemium, and Friends Provident International. Skybound Wealth USA serves individuals, families, and internationally mobile clients by providing investment management, financial planning, and cross-border pension advice, including UK pension transfer services. The firm employs a centralized investment governance framework and primarily manages client assets on a non-discretionary basis.

Jeffrey Riley is a financial advisor at Westpark Wealth Advisors, Inc. in Houston, TX, with 32 years of industry experience. He has worked at Westpark Wealth Advisors since 2002 and previously at Ims Securities, Inc. and Calton & Associates, Inc. Additionally, he owns J. Riley Investments, an entity providing securities and advisory services. Westpark Wealth Advisors serves individuals, trusts, estates, pension and profit-sharing plans, and business entities. The firm offers portfolio management through wrap-fee programs and third-party manager arrangements, alongside standalone financial planning, using a variety of investment strategies tailored to client objectives and risk tolerance.

Justin Smith is a financial advisor with WESTPARK WEALTH Advisors, Inc. in Houston, TX, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has worked at Ims Financial Advisors, Inc. since 2007 and previously spent a year at Kestra Investment Services, LLC. Outside of his advisory role, Smith owns an insurance agency and serves as a director on the Angleton Christian School board. 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 portfolio management through wrap-fee programs and third-party managers, working with clients to set objectives and risk tolerance, with many accounts managed on a non-discretionary basis requiring client trade approval.

Emile Niyonkuru is a financial advisor at Granite Harbor Advisors, Inc. in Houston, TX, holding Series 63 and Series 65 licenses with one year of industry experience. His prior work includes roles at Charles Schwab & Co., Inc. and financial advisory firms, alongside service in the United States Marine Corps. Granite Harbor Advisors serves individual and high-net-worth clients as well as institutional sponsors, offering asset management, financial planning, and retirement plan consulting. The firm is notable for sponsoring and advising multiple private funds and utilizes a diverse range of securities and investment strategies across its portfolio offerings.

Cameron Jensen is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Cross Financial Advisors. His prior experience includes roles at Fidelity Investments and Strategic Advisors Inc. Outside of his advisory work, he owns By The Tree Designs, LLC, a business focused on awards and commemoration. Cross Financial Advisors provides investment management and financial planning services to individuals, high-net-worth clients, small businesses, estates, charitable organizations, and other institutions. The firm offers tailored portfolios and a variety of advisory solutions through custodial and model platforms, operating within an ownership structure affiliated with an accounting-firm holding company.

Lucien Craig is a financial advisor with United Advisors America who holds Series 63 and Series 65 licenses and has 30 years of industry experience. He has worked at several firms, including LPL Financial and Level Four Advisory Services, and is also an insurance agent with Alliance America Corporation. United Advisors America provides investment management services primarily to individuals near retirement and to pension and profit-sharing plans. The firm uses a Modern Portfolio Theory-based approach with customized asset allocations and model portfolios, primarily employing mutual funds and ETFs.

Christopher Behan is a financial advisor with RIA Advisors in Houston, TX, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His prior roles include positions at Charles Schwab & Co. from 2008 to 2021 and Haven Wealth Group in 2021. Outside of his advisory work, he assists with his wife's consulting business, which focuses on improving individual and team performance using the DISC model of human behavior. 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.

Paul Troyer is a CFP® professional with 20 years of industry experience, currently serving at Franklin, Parlapiano, Turner & Welch LLC since 2010. He is based in Houston, TX, and is part of a five-advisor team. Franklin, Parlapiano, Turner & Welch LLC advises high-net-worth individuals, trusts, and estates, offering fee-only asset management and comprehensive financial planning through its Managed Account Program. The firm employs a client intake process and Investment Policy Statement to allocate portfolios among seven model strategies and utilizes fundamental analysis to select investments, managing approximately $811 million in discretionary assets as of December 31, 2025.

James Kim is a CFP® and PFS™ with 14 years of experience in financial advisory services. He is currently an Investment Advisor Representative with Westpark Wealth Advisors, Inc. in Houston, TX, and has also worked at Calton & Associates, Inc. since 2017 and IMS Securities, Inc. from 2012 to 2017. In addition to his advisory role, Kim is a managing member of JHK Financial and a partner at Lee & Kim CPAs, where he provides CPA and tax services. 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 investing, option writing, and third-party money manager arrangements, with many client assets managed on a non-discretionary basis requiring client trade approval.

Jason Scarcella is a financial advisor at The Advisory Resource Group, LLC with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including SII Investments and Compass Pointe Financial. He is also involved as a fixed insurance agent and owner of Compass Pointe Financial, dedicating limited monthly time to that activity. The Advisory Resource Group, LLC serves individuals, employee-sponsored retirement plans, trusts, and other entities with discretionary and non-discretionary investment management and financial planning. The firm manages approximately $809 million across about 712 client relationships, using a team-based research process and a diversified portfolio approach that includes mutual funds, ETFs, and individual securities.