Oscar Mondragon is a CFP® professional with 13 years of industry experience. He is a principal at Centric Advisors, LLC, where he has worked for over a decade, and has also held roles with Cetera Investment Services LLC since 2026. Outside of his advisory duties, Mondragon is a licensed insurance agent and operates a consulting firm focused on coaching individuals and businesses in revenue growth, profitability, and organizational development. Centric Advisors, LLC provides portfolio management and financial planning services to individuals, high-net-worth clients, corporations, and charitable organizations. The firm employs a combination of fundamental, technical, and cyclical analysis and utilizes both long- and short-term trading strategies while tailoring financial plans to clients’ individual circumstances.

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.

Eric Nguyen is a CFP® with eight years of experience in the financial industry. He is currently with Oak Harvest Investment Services, where he has worked since 2022. His prior roles include positions at Fidelity Investments, Thrivent Advisor Network, and Purshe Kaplan Sterling Investments. Outside of advisory work, he is also an insurance agent with Oak Harvest Insurance Services. Oak Harvest Investment Services is a team advisory firm that serves individuals, families, high-net-worth clients, and retirement plan sponsors with portfolio management, financial planning, and consulting services. The firm integrates financial planning and risk profiling into its discretionary asset-management process and manages a variety of investment types while also advising an open-end mutual fund.

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.

Elizabeth Krog is a CFP® and holds a Series 66 license with six years of industry experience. She currently works at Oak Harvest Investment Services, joining in 2022 after roles at Facet Wealth and McKinney Capital Management. In addition to her advisory work, Krog is a licensed insurance agent and occasionally provides commissionable insurance products to clients. Oak Harvest Investment Services is a team advisory firm serving individuals, families, high-net-worth clients, and retirement plan sponsors. The firm offers portfolio management, financial planning, consulting, and plan-sponsor services, integrating financial planning and risk profiling into a discretionary asset-allocation process across various investment types.

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.

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.

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.

James Engelke is a financial advisor at Awaken Wealth Partners LLC in Houston, TX, holding Series 65 and Series 63 licenses with approximately five years of industry experience. His prior roles include positions at StoneEagle and PCMI, LLC, as well as employment with Lone Star College System and COPilot Service Group Inc. Awaken Wealth Partners is an SEC-registered investment adviser serving individuals, high net worth clients, estates, and trusts with financial planning, discretionary investment management, and retirement plan advisory. The firm employs a long-term investment approach with fundamental analysis and may utilize external managers while administering a wrap fee program through Fidelity and Schwab.

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.

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.

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.

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.

Terence King is a financial advisor at Managed Financial Services Corp Inc with six years of industry experience. He holds a Series 65 designation and has worked at his current firm since 2019, following seven years at Phoenix Group Metals. Managed Financial Services Corporation, Inc. provides discretionary and non-discretionary portfolio management to individuals, employer-sponsored retirement plans, and institutional clients. The firm focuses on mutual funds and annuity products, using a formal, committee-driven manager selection process and proprietary tools to tailor investments to client objectives and risk tolerance.

Armir Zeneli is a financial advisor with RWM Capital, LLC, holding Series 63 and Series 65 licenses and five years of industry experience. He has worked at firms including The Vanguard Group and Wells Fargo, and was involved with Illyrian Autoworks, LLC from 2021 to 2023. RWM Capital, LLC, operating as 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 to manage approximately $222 million across multiple offices.

Troy Sharpe is a CFP® with 11 years of industry experience and is affiliated with Oak Harvest Investment Services in Houston, TX. He has held leadership roles at several related entities, including Oak Harvest Financial Group and Oak Harvest Insurance Services, where he serves as president. Sharpe also manages his own consulting firm, Troy Sharpe Consulting, LLC. Oak Harvest Investment Services is a team advisory firm serving individuals, families, high-net-worth clients, and retirement plan sponsors. The firm provides portfolio management, financial planning, and consulting services, managing accounts on a discretionary basis using a combination of fundamental, technical, and value/cyclical analysis.

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.

Christopher Myrick is a financial advisor with Oak Harvest Investment Services in Houston, TX. He holds the Series 65 designation and has nine years of industry experience, including more than a decade with Oak Harvest-related firms. Oak Harvest Investment Services serves individuals, families, high-net-worth clients, and retirement plan sponsors with portfolio management, financial planning, and consulting. The firm manages accounts on a discretionary basis, integrating financial planning and risk profiling with a mix of analytical approaches across various asset classes.