Jake Walton is a financial advisor with Americana Partners, LLC, holding Series 63 and Series 65 licenses and five years of industry experience. Prior to joining Americana Partners in 2024, he worked at Syntal Capital Partners, LLC for five years. Americana Partners provides financial planning, discretionary investment, and wealth management services to individuals—including high-net-worth and ultra-high-net-worth international clients—as well as corporations, trusts, estates, and charitable organizations. The firm offers customized portfolio management across a broad range of securities and alternative investments, integrating family-office administrative services and third-party managers.

Miles Stackpool is a financial advisor at Americana Partners, LLC with eight years of industry experience. He holds a Series 65 designation and has previously worked at Boulevard Family Wealth Services, Boulevard Insurance Strategies, CA Family Wealth LLC, Zehana LLC, and Citibank HK. Americana Partners provides financial planning, consulting, discretionary investment, and wealth management services to individuals, including high-net-worth and ultra-high-net-worth international clients, as well as corporations, trusts, estates, and charitable organizations. The firm customizes portfolios through ongoing client consultations and discretionary management, utilizing a broad range of investment vehicles and alternative strategies.

Brandyn Moniz is a Series 65-licensed financial advisor with one year of industry experience. He is currently with Americana Partners, LLC and has prior experience at firms including CA Family Wealth LLC and Bel Air Investment Advisors, as well as roles outside the advisory field. Americana Partners provides financial planning, consulting, discretionary investment, and wealth management services to individuals—including high-net-worth and ultra-high-net-worth international clients—as well as corporations, trusts, estates, and charitable organizations. The firm offers customized portfolio management incorporating a range of investment vehicles and employs alternative and privately placed investments for eligible clients.

Jorge Ambriz is a financial advisor with Americana Partners, LLC, holding Series 63 and Series 65 credentials and having eight years of industry experience. He previously worked at L&S Advisors, Inc. for nine years before joining Americana Partners in 2026. Americana Partners provides financial planning, consulting, discretionary investment, and wealth management services to individuals—including high-net-worth and ultra-high-net-worth international clients—as well as corporations, trusts, estates, and charitable organizations. The firm customizes portfolios through ongoing client consultations and discretionary management, employing a range of investment vehicles and strategies tailored to clients’ needs.

George Biggs is a financial advisor at Americana Partners, LLC with 22 years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley and Morgan Stanley Smith Barney LLC for 15 years. Outside of his advisory role, he is a limited partner in a family limited partnership involved in oil and gas royalties. Americana Partners provides financial planning, consulting, and discretionary investment and wealth management services to individuals, including high-net-worth and ultra-high-net-worth international clients, as well as trusts, estates, charitable organizations, and business entities. The firm customizes portfolios based on clients’ risk tolerances and objectives, utilizing a broad range of investment vehicles and leveraging technology and third-party service providers as part of its implementation process.

Kayla Sickman is a financial advisor at Americana Partners, LLC with 11 years of industry experience. She holds Series 65 and Series 63 licenses and previously worked at Morgan Stanley for 11 years. Sickman is currently based in Houston, TX. Americana Partners provides financial planning, consulting, discretionary investment, and wealth management services to individuals, including high-net-worth and ultra-high-net-worth international clients, as well as corporations, trusts, estates, and charitable organizations. The firm offers customized portfolio management with a range of investment options and integrated family-office and administrative services.

Robert Muse is a financial advisor at Americana Partners, LLC with 26 years of industry experience. He holds Series 63 and Series 65 designations. His prior experience includes roles at Purshe Kaplan Sterling Investments, Energy Opportunities Capital Management, Piper Jaffray & Co., and Simmons & Company LTD. Americana Partners provides financial planning, consulting, and discretionary investment and wealth management services to individuals, trusts, estates, charitable organizations, and business entities. The firm customizes portfolios based on clients’ risk tolerances and objectives, utilizing a range of investment vehicles and technology platforms, and serves as investment manager or adviser to multiple unregistered private pooled investment vehicles for qualified investors.

Michelle Holmes is a financial advisor with Americana Partners, LLC in Dallas, TX, holding a Series 66 designation and 19 years of industry experience. Her prior roles include positions at Morgan Stanley, UBS Financial Services, Merrill, and Purshe Kaplan Sterling Investments. She serves as Vice President of Scholarships and Grants for the Civic League and is a board member for both Page's Place, assisting young single mothers, and the Valwood Improvement Authority, which oversees local flood control infrastructure projects. Americana Partners provides financial planning, consulting, discretionary investment, and wealth management services to individuals, high-net-worth and ultra-high-net-worth international clients, as well as corporations, trusts, estates, and charitable organizations. The firm customizes portfolios through ongoing consultations and discretionary management, utilizing a diverse range of investment vehicles and incorporating alternative and privately placed investments for eligible clients.

M H Moldawer is a financial advisor with Americana Partners, LLC in Houston, TX, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He previously worked at Morgan Stanley and Morgan Stanley Private Bank from 2009 to 2025. Outside of advisory work, he owns a property in the Bahamas and serves as a trustee and partner in family trusts and partnerships. Americana Partners provides financial planning, consulting, and discretionary wealth management to individuals, trusts, estates, charitable organizations, and business entities, including high-net-worth and ultra-high-net-worth international clients. The firm customizes portfolios based on client objectives and utilizes a range of investment vehicles and third-party managers, also managing multiple private pooled investment vehicles for accredited investors.

Johnathan Schnitzer is a financial advisor with Americana Partners, LLC, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments and Morgan Stanley, as well as work with PGA Tour Latino America. Americana Partners provides financial planning, consulting, and discretionary investment and wealth management services to individuals—including high-net-worth and ultra-high-net-worth international clients—as well as trusts, estates, charitable organizations, and business entities. The firm tailors portfolios to clients’ risk tolerances and objectives, utilizing a broad range of investment vehicles and third-party managers, and is notable for managing multiple unregistered private pooled investment vehicles for accredited investors.

Maria Barrientos is a financial advisor at Americana Partners, LLC in Houston, TX, holding a Series 66 designation with 10 years of industry experience. Her career includes roles at Morgan Stanley and Oppenheimer, among others. She is a founding director and 50% co-owner of Scheiron Transportation Inc., a trucking company managed by her spouse. Americana Partners provides financial planning, consulting, discretionary investment, and wealth management services to individuals—including high-net-worth and ultra-high-net-worth international clients—as well as corporations, trusts, estates, and charitable organizations. The firm customizes portfolios using a range of investment vehicles and offers family-office administrative services integrated through recent acquisitions.

Urte Zakarauskaite is a financial advisor at Americana Partners, LLC with a Series 65 designation and two years of industry experience. Before joining Americana Partners in 2023, she worked at Keebeck Wealth Management and DevBridge. Americana Partners provides financial planning, consulting, and discretionary investment and wealth management services to individuals, trusts, estates, charitable organizations, and business entities. The firm customizes portfolios based on client risk tolerances and objectives, utilizing a range of investment vehicles including mutual funds, ETFs, individual securities, and third-party managers, and serves high-net-worth and ultra-high-net-worth clients, including international investors.

Jorge Suarez Velez is a financial advisor at Americana Partners, LLC with five years of industry experience. He previously worked at Allen Investment Management, LLC for nine years. Outside of his advisory role, he writes a weekly newspaper column on political and economic topics and speaks at conferences on similar subjects. Americana Partners provides financial planning, consulting, discretionary investment, and wealth management services to individuals, including high-net-worth and ultra-high-net-worth international clients, as well as corporations, trusts, estates, and charitable organizations. The firm customizes portfolios through ongoing consultations and discretionary management, employing a range of investment vehicles and alternative strategies.

Ronald Thacker is a financial advisor at Americana Partners, LLC with 40 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Americana Partners, he worked at Purshe Kaplan Sterling Investments and spent over two decades at Morgan Stanley and Morgan Stanley DW Inc. Americana Partners provides financial planning, consulting, discretionary investment, and wealth management services to individuals—including high-net-worth and ultra-high-net-worth international clients—corporations, trusts, estates, and charitable organizations. The firm customizes portfolios through ongoing client consultations and discretionary management, utilizing a range of investment vehicles and third-party managers.

William Busch is a CFP® professional with 18 years of experience in the financial services industry. He is currently a managing director and founding partner at Americana Partners, LLC, where he has worked since 2019. His prior experience includes roles at Morgan Stanley, Purshe Kaplan Sterling Investments, and UBS Financial Services. Americana Partners provides financial planning, discretionary investment management, and wealth management services to individuals—including high-net-worth and ultra-high-net-worth international clients—as well as corporations, trusts, estates, and charitable organizations. The firm customizes portfolios using a range of investment vehicles and third-party managers, and offers integrated family-office administrative services.

Fatina Benjamin is a financial advisor with Americana Partners, LLC in Houston, TX, holding Series 63 and Series 66 licenses and 19 years of industry experience. She previously worked at Morgan Stanley and Morgan Stanley Smith Barney for over a decade before joining Americana Partners and Purshe Kaplan Sterling Investments in 2019. She is a member of the Schwab Client Experience Panel, providing feedback to enhance Schwab’s products and services. Americana Partners offers financial planning, consulting, and discretionary investment and wealth management services to individuals, trusts, estates, charitable organizations, and business entities, including high-net-worth and ultra-high-net-worth international clients. The firm customizes portfolios across a range of investment types and manages multiple private pooled investment vehicles for accredited investors.

Tamara Dupont is a financial advisor at Americana Partners, LLC in Houston, TX, holding a Series 66 designation with 20 years of industry experience. Her prior experience includes roles at Merrill Lynch, Bank of America, and Purshe Kaplan Sterling Investments. Americana Partners provides financial planning, consulting, and discretionary investment and wealth management services to individuals—including high-net-worth and ultra-high-net-worth international clients—as well as trusts, estates, charitable organizations, and business entities. The firm customizes portfolios based on clients’ risk tolerances and objectives, utilizing a range of investment vehicles and third-party managers, and serves as adviser to multiple private pooled investment vehicles.

Robert Stillwell is a financial advisor at Americana Partners, LLC in Houston, TX, holding Series 63 and Series 65 licenses with four years of industry experience. Prior to joining Americana Partners, he worked at Cadre Energy, Amplify Energy, and Memorial Production Partners. Americana Partners provides financial planning, consulting, and discretionary investment and wealth management services to individuals, trusts, estates, charitable organizations, and business entities. The firm offers tailored portfolios that incorporate a wide range of investment vehicles and serves as investment manager or adviser to multiple unregistered private pooled investment vehicles for accredited investors.

Mark Monroe is a financial advisor at Americana Partners, LLC with seven years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley Private Bank, N.A. and Cornerstone Global Commodities. Outside of his advisory work, Monroe manages a rental property in Houston, Texas. Americana Partners provides financial planning, consulting, and discretionary investment and wealth management services to individuals—including high-net-worth and ultra-high-net-worth international clients—as well as trusts, estates, charitable organizations, and business entities. The firm customizes portfolios based on clients’ risk tolerances and objectives and offers access to a range of investment vehicles, including private pooled investment funds for accredited investors.

Jean Malo is a CFA® charterholder with 21 years of industry experience. He has worked at Americana Partners, LLC since 2021 and previously held roles at Avalon Investment & Advisory and Actelion Ltd. He is based in Houston, TX. Americana Partners provides financial planning, consulting, and discretionary investment and wealth management services to individuals, trusts, estates, charitable organizations, and business entities. The firm offers tailored portfolio management across a range of investment products and serves multiple unregistered private pooled investment vehicles for qualified investors.