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.

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® certificant with 11 years of industry experience, currently serving at Westpark Wealth Advisors, Inc. and Calton & Associates, Inc. He has held roles with these firms since 2016 and 2017, respectively, and previously worked at Ims Securities, Inc. Joshua is a partner in Compass Retirement Planning and is involved with Camp Blessing, a Christian summer camp for children with special needs, where he leads Bible studies and fosters community partnerships. 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 portfolio management through various strategies and third-party managers, working with clients to define objectives and risk tolerance while often managing assets on a non-discretionary basis.

Paul Roberts III is a financial advisor at RWM Capital, LLC with nine years of industry experience. He holds the Series 65 designation and has been involved with multiple related firms, including Foundations Investment Advisors, LLC, and Roberts Wealth Management of MS, LLC, where he serves as president and independent agent. 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 employs a multi-office structure and uses tailored asset allocations with model portfolios, sub-advisers, and algorithmic tools to manage approximately $222 million across more than 1,400 client relationships.

Ronald Bucchi is a financial advisor with Westpark Wealth Advisors, Inc. in Houston, TX, holding the CFP® and Series 63 designations and bringing 38 years of industry experience. He has worked with Calton & Associates, Inc., Westpark Wealth Advisors, and IMS Securities, Inc. Bucchi is also involved in family budgeting and insurance policy review services and participates as a non-paid member of the Pacific Life Advisory Council providing feedback on advisory variable annuity offerings. 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, third-party money manager arrangements, and financial planning, often involving client approval for trades rather than full discretionary authority.

Stacey Rognon is a financial advisor at Westpark Wealth Advisors, Inc. in Houston, TX, holding a Series 66 designation with 26 years of industry experience. She has been with Westpark Wealth Advisors since 2002 and also worked with IMS Securities, Inc. from 2002 to 2017. 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 often manages a significant portion of client assets on a non-discretionary basis, requiring client approval for trades.

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.

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.

Timothy Hartzell is a CFA® charterholder with 19 years of industry experience. He has been with Sequent Asset Management, LLC since 2008. Outside of his advisory role, he owns Hartzell, LLC, where he serves as a FINRA arbitrator and CFA grader. Sequent Asset Management is a fee-only multi-family office serving individuals, trusts, estates, charitable organizations, and corporate clients, with a focus on closely held business owners, senior corporate executives, and retirees. The firm uses a fiduciary, committee-driven investment process combining bottom-up security analysis with top-down macroeconomic assessment to deliver customized portfolio management and financial planning.

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.

Janice Whitten is a CFP® with 29 years of industry experience, currently serving at Oak Harvest Investment Services. Her work history includes roles at Invesco, LPL Financial, and Intrua Financial. In addition to her advisory duties, she is an insurance agent with Oak Harvest Insurance Services, LLC. Oak Harvest Investment Services offers portfolio management, financial planning, and consulting to individuals, families, and high-net-worth clients. The firm manages discretionary and non-discretionary accounts, advises an open-end mutual fund, and integrates financial planning into its investment process through client engagement and a range of investment strategies.

Zhaoxia Lin is a financial advisor at RWM Capital, LLC with three years of industry experience. She holds Series 65 and Series 63 licenses and has previously worked at W&S Brokerage Services and Western & Southern Life. Outside of advisory work, she is a full-time insurance sales agent with Western & Southern Life. Roberts Wealth Management provides financial planning and fee-based discretionary investment management primarily to individual and high-net-worth clients preparing for or in retirement. The firm uses tailored asset allocations, model portfolios, sub-advisers, and algorithmic tools across its multi-office platform to serve approximately 1,437 client relationships.

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.

David Doll is a Series 65-credentialed financial advisor at Sequent Asset Management, LLC, with 18 years of industry experience. He has been associated with Sequent since 2008 and also serves as owner and director of Le Jones, a valve seat manufacturing firm in Michigan. Doll is owner of Madsen Waters, LLC, a personal family investment entity in Texas. Sequent Asset Management serves high-net-worth families, business owners, executives, retirees, trusts, estates, charitable organizations, and corporate entities. The firm offers multi-family office wealth management and discretionary investment management through a committee-driven process, combining security analysis and investment environment assessment to create customized allocation strategies and financial plans across various client needs.

Ryan Kenney is a financial advisor at Oak Harvest Investment Services with six years of industry experience. He holds a Series 65 designation and has worked at Oak Harvest since 2020. Outside of his advisory role, Kenney is involved with Boys and Girls Country of Houston. Oak Harvest Investment Services provides portfolio management, financial planning, and retirement plan sponsor services to individuals, families, and high-net-worth clients, offering both discretionary and non-discretionary management with tailored investment strategies.

Brent Simmons is a financial advisor at Westpark Wealth Advisors, Inc. in Houston, TX, holding Series 63 and Series 66 licenses with 39 years of industry experience. He has worked with Westpark Wealth Advisors since 2011 and was previously with IMS Securities, Inc., and currently also provides term life insurance quotes as a side activity. Westpark Wealth Advisors offers investment advisory and financial planning services to individuals, trusts, estates, pension and profit-sharing plans, and businesses. The firm employs a variety of investment strategies and often manages client assets on a non-discretionary basis, requiring client approval for trades.

Devin Styles is a financial advisor with Catalyst Wealth Management LLC in Houston, TX. He holds the Series 66 designation and has been in the industry since 2026. Prior to joining Catalyst, he worked at Innovation Partners LLC and held positions at American Bank of Commerce and First United Bank. Catalyst Wealth Management 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 operates primarily through turnkey asset management programs and 401(k)/403(b) plan administration with a non-discretionary management approach.