William Gray is a financial advisor with Americana Partners, LLC, holding a Series 63 designation and 42 years of industry experience. His prior roles include 24 years at Western International Securities, Inc. and 28 years at Goodpasture Gray. Outside of his advisory work, he is a licensed independent real estate broker in Nashville, Tennessee, managing personal and family real estate 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 broad range of investment vehicles and technology-supported implementation.

Charles Bailey Jr is a financial advisor at Americana Partners, LLC with 15 years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley and Purshe Kaplan Sterling Investments. Outside of his advisory role, he is also an agent involved in the sale of fixed and traditional insurance products. Americana Partners provides financial planning, consulting, 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 offers tailored portfolio management using a diverse range of investment vehicles and employs technology partners to support its implementation process.

Michael Mithoff is a financial advisor at Americana Partners, LLC in Houston, TX, holding Series 65 and Series 63 licenses with 17 years of industry experience. His prior roles include positions at SP Securities, Hightower Securities, and several entities within Salient. Outside of his advisory work, he is the president and sole owner of Wasatch Strategic Investments, L.L.C., a personal investment vehicle. 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 strategies.

William Busch is a financial advisor with Americana Partners, LLC in Houston, TX, holding Series 63 and Series 65 licenses and with 30 years of industry experience. His prior roles include positions at Morgan Stanley and Purshe Kaplan Sterling Investments. Outside of finance, he is involved in the wholesale sale of wine grapes through Fire Oak Vineyard. 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 tolerance and objectives, utilizing a range of investment vehicles and technology platforms, and manages multiple private pooled investment vehicles for accredited investors.

Edward Mobbs is a financial advisor at Americana Partners, LLC with three years of industry experience. He holds a Series 66 designation and has worked previously at firms including RBC Capital Markets and City National Bank. Outside of his advisory role, Mobbs is also licensed as an insurance agent and provides insurance and annuities recommendations in California. Americana Partners offers financial planning, consulting, discretionary investment, and wealth management services to individuals, corporations, trusts, estates, and charitable organizations, including high-net-worth and ultra-high-net-worth international clients. The firm customizes portfolios through ongoing consultations and discretionary management, utilizing a wide range of investment vehicles and alternative strategies tailored to client needs.

Nicholas Perez is a financial advisor at Americana Partners, LLC with seven years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley, Bank of America, and Merrill Lynch. 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 manages multiple private pooled investment vehicles for qualified investors.

James Snelson is a financial advisor with Americana Partners, LLC in Houston, TX, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments and Morgan Stanley. Outside of advising, he is a partner in Hometown Hats LLC, a retail and online store, and serves as a pastor at Mid-Cities Community Church in Midland, Texas. 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 and technology platforms, and manages multiple private pooled investment vehicles for accredited investors.

John Carlisle is a financial advisor at Americana Partners, LLC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Jefferies LLC and Morgan Stanley & Co. Incorporated. Outside of his advisory role, he is a member and owner of Five Pesos Partners LLC, a ticket brokerage business. 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 according to client risk tolerances and objectives, utilizing a range of investment vehicles and third-party managers, and manages multiple private pooled investment vehicles for qualified investors.

Elizabeth Rundgren is a financial advisor at Americana Partners, LLC with 14 years of industry experience. She holds a Series 66 designation and previously worked at Raymond James Financial Services Advisors Inc. and Van Pearcy Financial Services. Rundgren is also a licensed insurance agent in Midland, 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 employs a broad range of investment vehicles and third-party managers, including private pooled investment vehicles for qualified investors.

Chad Clary is a financial advisor at Americana Partners, LLC with 27 years of industry experience. He previously worked for Syntal Capital Partners, LLC for 13 years before joining Americana Partners. Outside of his advisory role, Clary manages a mindset coaching and mentoring business called ChadandKay Coaching. 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 broad range of investment vehicles and technology platforms.

Joseph Savery is a financial advisor at Americana Partners, LLC with 10 years of industry experience. He holds a Series 66 designation and has previously worked at Purshe Kaplan Sterling Investments and Avalon Wealth Management. In addition to his advisory role, he is an independent licensed insurance agent in Texas, authorized to sell life, accident, and health insurance products. 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 technology platforms, and serves as adviser to multiple unregistered private pooled investment vehicles offered to qualified investors.

Matthew Nussbaum is a CFA® charterholder with 8 years of industry experience. He has worked at Americana Partners, LLC since 2026 and previously spent nine years at L&S Advisors, Inc. He also lectures undergraduate economics students as an Investor in Residence at UCLA and serves on a CFA Institute committee involved in developing CFA exam curriculum. 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 offers customized portfolios through discretionary management and client consultations, incorporating a wide range of investment vehicles and third-party managers.

Tracy Griffin is a financial advisor at Americana Partners, LLC in Houston, TX, holding Series 63 and Series 66 licenses with 28 years of industry experience. Prior to joining Americana Partners in 2019, Griffin worked at Purshe Kaplan Sterling Investments, Inc. and Morgan Stanley Smith Barney. 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 utilizing a range of investment vehicles and integrates family-office administrative services alongside its investment offerings.

Lynne Russell is a financial advisor at Americana Partners, LLC in Houston, TX, with 18 years of industry experience. She holds Series 63 and Series 66 designations and previously worked at McMurrey Investment Advisors LLC for 11 years before joining Americana Partners in 2021. Americana Partners provides 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 based on clients’ risk tolerances and objectives, utilizing a range of investment vehicles and third-party managers, and manages multiple private pooled investment vehicles for accredited investors.

Jason Fertitta is a financial advisor at Americana Partners, LLC with 24 years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley and Purshe Kaplan Sterling Investments. Outside of his advisory role, he serves on the boards of Truth BBQ Holdings, Excel Mulching & Trenching, and the Houston Museum of Natural Science. 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 technology platforms to support its integrated wealth management approach.

Jeremy Zoladz is a financial advisor with Americana Partners, LLC in Chicago, IL, holding Series 63 and Series 65 designations and bringing 27 years of industry experience. He previously worked at Dynasty Securities, LLC and Dynasty Wealth Management, LLC from 2015 to 2026. Zoladz is also involved with Dynasty Financial Partners, LLC in an investment-related capacity. Americana Partners serves 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 through discretionary and consultative approaches, employing a broad range of investment vehicles and strategies, including alternative and privately placed investments for eligible clients.

Javier Altimari is a CFP® with 14 years of industry experience, currently serving as Founder and Managing Partner at Americana Partners, LLC in Houston, TX. His prior experience includes roles at Oppenheimer & Co. Inc and GFS Advisors, LLC. He is also the owner and director of Altimari & Co. LLC, a personal holding company focused on venture capital and private equity investments. 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 customized portfolios across a broad range of investment vehicles and manages multiple private pooled investment vehicles for accredited investors, incorporating technology platforms and third-party managers in its implementation process.

Joshua Caltrider is a financial advisor with Americana Partners, LLC in Houston, TX, holding a Series 66 designation and 13 years of industry experience. His career includes roles at Morgan Stanley and Purshe Kaplan Sterling Investments before joining Americana Partners in 2019. He is also a co-founder of JEM Oil, LLC, an entity established for estate planning purposes to hold passive investments in oil well working interests. Americana Partners provides financial planning, consulting, and discretionary 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 technology platforms, and serves as investment manager or adviser to multiple private pooled investment vehicles offered to qualified investors.

Christopher Brophy is a CFP® with six years of industry experience, currently serving as a financial advisor at Americana Partners, LLC since 2025. His prior roles include positions at Goodpasture Gray, Minnesota Life Insurance Co, and Securian Financial Services Inc. He has also held roles in entrepreneurial consulting and hospitality before entering the financial services industry. 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 products and alternative strategies.

John Gutkowski is a CFP®-certified financial advisor with eight years of industry experience, currently serving at Americana Partners, LLC in Houston, TX. He previously worked at Morgan Stanley and Morgan Stanley Private Bank for eight years. Outside of advisory work, he is involved in life and fixed insurance sales. 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 also serves as investment manager or adviser to multiple unregistered private pooled investment vehicles.