Justin Joyce is a financial advisor at Catalyst Wealth Management LLC in Houston, TX, holding a Series 66 designation with three years of industry experience. His professional background includes roles at Innovation Partners LLC and GWN Securities Inc. Outside of advisory services, he is a licensed insurance agent and registered representative, offering clients insurance products and commissionable investment products in a separate capacity. 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 delivers its services primarily through turnkey asset management programs and 401(k)/403(b) plan administration, emphasizing non-discretionary management with an advisory role in third-party manager selections.

Scott Mcclintic is a CFP® professional with 39 years of industry experience. He has been with Early McClintic & McMillan, LLC since 2017 and has a long tenure at Raymond James Financial Services dating back to 1999. Mcclintic is also licensed to sell insurance products through unaffiliated companies, receiving commission-based compensation in this capacity. Early McClintic & McMillan, LLC serves individuals, families, high-net-worth clients, retirement plan sponsors, and foundation trustees, offering portfolio management, financial planning, and pension consulting. The firm employs a combination of quantitative and qualitative analysis and utilizes third-party managers and model portfolios to tailor strategies to client needs.

Robert Scharar is a financial advisor at FCA Corp with 42 years of industry experience. He has been with FCA Corp since 1975. Scharar serves as director and president on several corporate and trust boards, including First Commonwealth Holdings Corp and Africap, LLC, without personal compensation. FCA Corp provides portfolio management, financial planning, and consulting to individuals, managed entities, and open-end investment companies. The firm employs a fundamental and macroeconomic investment approach to create customized portfolios across various asset classes and serves as adviser to both private pooled entities and registered open-end funds.

Richard Early is a financial advisor with Early McClintic & McMillan, LLC, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with Early McClintic & McMillan since 2017 and has a long tenure with Raymond James Financial Services dating back to 1999. Outside of his advisory role, he is licensed to sell insurance products through unaffiliated companies and receives commission-based compensation in that capacity. Early McClintic & McMillan, LLC serves individuals, families, high-net-worth clients, retirement plan sponsors, and foundation trustees with portfolio management, financial planning, pension consulting, and adviser selection. The firm combines quantitative and qualitative analysis for strategic asset allocation and uses third-party managers and model portfolios, managing approximately $570 million across about 632 client relationships.

Eric Ortiz is a financial advisor at Catalyst Wealth Management LLC in Houston, TX, holding a Series 66 designation with one year of industry experience. Prior to joining Catalyst and Innovation Partners in 2026, he worked in education at multiple institutions, including Texas Tech University and Cypress Ranch High School. Catalyst Wealth Management LLC provides portfolio management and retirement-plan services to individuals, high-net-worth clients, and employer retirement plans. The firm manages approximately $105 million in assets for about 9,549 clients, primarily through turnkey asset management programs and 401(k)/403(b) plan administration, relying on a combination of fundamental and technical analysis within a long-term trading framework.

Melvin Ehlert Jr. is a ChFC® credentialed advisor with over 43 years of industry experience. He is affiliated with Westpark Wealth Advisors, Inc. and has previously worked at Calton & Associates, Inc. Melvin owns and manages a corporate life and health insurance agency and serves as Vice President of the Board of Trustees for the Brenham Independent School District. He also holds a voluntary position on the Board of Directors for St. Paul's Christian Day School. 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 long-term and short-term purchases, option writing, and third-party manager arrangements, and often manages client assets on a non-discretionary basis requiring client approval for trades.

Alexandra Merz is a financial advisor with Skybound Wealth USA in Houston, TX. She holds Series 65 and Series 63 licenses and has one year of industry experience. Prior to joining Skybound, she worked at Vie International for nine years and Solara Energy Ltd. for four years. Skybound Wealth USA serves individuals, families, and internationally mobile clients with 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.

Wesley Yuhnke is a financial advisor at FCA Corp with 22 years of industry experience. He holds a Series 65 designation and has been with FCA Corp since 2002. FCA Corp provides portfolio management, financial planning, and consulting services to individuals, managed entities, and open-end investment companies. The firm’s investment process incorporates fundamental analysis and macroeconomic factors to develop customized portfolios, and it also serves as the investment adviser to the Commonwealth International Series Trust.

Garrett Ronning is a financial advisor with Catalyst Wealth Management LLC, holding a Series 66 designation and four years of industry experience. Before joining Catalyst in 2024, he worked at GWN Securities Inc. and Equitable Advisors, LLC. He is also a licensed insurance agent and occasionally offers commission-based products to clients. Catalyst Wealth Management LLC provides portfolio management and retirement-plan services primarily to individuals, high-net-worth clients, and employer retirement plans. The firm manages approximately $105 million in assets for about 9,549 clients, delivering services mainly through turnkey asset management programs and 401(k)/403(b) plan administration on a non-discretionary basis.

William Levay is a Series 65–licensed financial advisor with FCA Corp in Houston, TX, where he has worked since 2008. He has 17 years of industry experience. In addition to his advisory role, Levay is general counsel for First Commonwealth Holdings Corp. and operates a private law practice, both unrelated to investment activities. FCA Corp provides portfolio management, financial planning, and consulting services to individuals, managed entities, and open-end investment companies. The firm emphasizes fundamental and macroeconomic analysis to create customized portfolios and serves as adviser to both pooled private entities and registered open-end funds.

Liam Fraboulet is a financial advisor at Skybound Wealth USA with one year of industry experience and holds a Series 66 designation. His prior experience includes a role at Edward Jones and various positions during his education at Auburn University at Montgomery, Western New Mexico University, and Coastal Carolina University. Skybound Wealth USA serves individuals, families, and internationally mobile clients with investment management, financial planning, and cross-border pension advice, including UK pension transfers. The firm uses a centralized investment governance framework and primarily manages client assets on a non-discretionary basis.

Dezmond Dixon is a financial advisor with Catalyst Wealth Management LLC and holds the Series 66 designation. He has less than one year of industry experience and has prior work experience in various roles outside the financial services industry, including at Uber and Domino’s Pizza. 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 uses turnkey asset management programs and 401(k)/403(b) plan administration, delivering primarily non-discretionary portfolio management with an advisory role in third-party manager selection and monitoring.

Connie Mack is a financial advisor with RIA Advisors in Houston, TX, holding a Series 66 license and 26 years of industry experience. He has worked at Charles Schwab and RIA Wealth Advisors, LLC, and currently serves as managing member and chief compliance officer of Simplevisor, an SEC-registered robo-adviser. Outside of investment advisory roles, Mack owns and operates two insurance agencies and a real estate investment company. RIA Advisors provides fee-based investment management and financial planning to individuals, including high-net-worth clients, as well as institutional retirement plans. The firm employs fundamental and technical analysis within a Modern Portfolio Theory framework and offers services such as fiduciary consulting and participant education for ERISA-qualified plan sponsors.

David Coffee is a financial advisor with WESTPARK WEALTH Advisors, Inc. based in Houston, TX, holding a Series 66 designation and possessing 28 years of industry experience. His career includes roles at Calton & Associates, Inc., IMS Securities, Inc., FOX Wealth Advisors LLC, FFEC Wealth Partners LLC, Banc Of America Investment Services, Inc., and Citigroup Global Markets. 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 strategies such as long-term and short-term investments, option writing, and third-party manager arrangements, with many client assets managed on a non-discretionary basis requiring client approval for trades.

Cameron Elafros is a financial advisor at Catalyst Wealth Management LLC with nine years of industry experience. He holds a Series 66 designation and has worked at several firms, including Innovation Partners LLC, GWN Securities, Inc., and Equitable Advisors. He 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 for over 9,500 clients. The firm offers services primarily through turnkey asset management programs and 401(k)/403(b) plan administration, employing fundamental and technical analysis within a long-term trading framework.

Michael Spears is a financial advisor with WESTPARK WEALTH Advisors, Inc. in Houston, TX, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has worked at WESTPARK WEALTH Advisors since 2004 and previously at IMS Securities, Inc. and Calton & Associates, Inc. He also serves as Chief Compliance Officer for both WESTPARK WEALTH Advisors and IMS Insurance Agency. 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 investment strategies, including long- and short-term trading, option writing, and third-party manager use, often managing client assets on a non-discretionary basis with client trade approval.

Nicholas Brown is a Certified Financial Planner (CFP®) and Chartered Financial Analyst (CFA®) with 11 years of industry experience. He has been with Granite Harbor Advisors, INC. since 2015 and also works with Granite Harbor Group. Outside of his advisory role, he is a licensed insurance agent and a partner in an insurance-related business. Granite Harbor Advisors serves individual and high-net-worth clients as well as institutional sponsors, providing asset management, financial planning, and retirement plan consulting. The firm manages portfolios using a range of public and private securities and acts as sponsor and adviser to multiple private funds.

Gregory Shaw is a CFP® professional with 17 years of experience in financial advising, currently serving at Granite Harbor Advisors, Inc. since 2016. He holds the Series 66 designation and is based in Houston, TX. Outside of his advisory role, he owns Brazos Property Solutions LLC, a business focused on purchasing, rehabbing, and reselling real estate. Granite Harbor Advisors works with individual and high-net-worth clients as well as institutional sponsors, offering services that include asset management, financial planning, and retirement plan consulting. The firm manages portfolios with a mix of public and private securities and also sponsors multiple private funds managed through related entities.

Cameron Mc Ilhenny is a financial advisor at Granite Harbor Advisors, Inc. with four years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at Purshe Kaplan Sterling Investments, Oakwood Capital Securities, and Dock Automotive Group. 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 manages portfolios using a range of public and private securities and sponsors multiple private funds alongside related advisory entities.

Blake Thompson 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 2025. Prior to joining Catalyst, he worked at Innovation Partners LLC and has experience in various roles outside the financial sector. Thompson is also a licensed insurance agent. Catalyst Wealth Management 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 and focuses on mutual funds, ETFs, fixed income, and REITs, using both fundamental and technical analysis with a long-term trading approach.