Robert Jones is a financial advisor at Americana Partners, LLC with 16 years of industry experience. He holds a Series 66 designation and has previously worked at Collins Family Office and T.A. McKay & Co., Inc. Jones is the sole member of Kairos Investment Holdings LLC, which manages oil and gas royalties. 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, using a range of investment vehicles and third-party managers, and serves as adviser to multiple unregistered private pooled investment vehicles for accredited investors.

Melissa Giles is a CFP® professional with 18 years of industry experience. She is currently with Americana Partners, LLC, where she has worked since 2019 and holds the role of AVP/Director of Portfolio Management. Her prior experience includes positions at Morgan Stanley Smith Barney and Purshe Kaplan Sterling Investments. 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 including alternative and privately placed investments.

William Carsey is a financial advisor at Americana Partners, LLC with 19 years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley and Morgan Stanley Private Bank for over a decade. Carsey serves on the board of The Junior League of Houston Foundation, where he is involved in governance and fiduciary oversight. 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 integrated family-office services.

John Piland is a financial advisor with Americana Partners, LLC, holding Series 63 and Series 65 designations and 44 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, Ameriprise Financial Services, Morgan Stanley, Stephens, and Citigroup Global Markets. 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, utilizing a range of investment vehicles and incorporating alternative and privately placed investments for eligible clients.

David Darst is a financial advisor at Americana Partners, LLC with 52 years of industry experience. He holds the CFA® designation and Series 63 license. His prior experience includes roles at The Family Office USA Ltd. and Morgan Stanley. Darst is also an accomplished author, having written multiple books unrelated to investment. 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 strategies and vehicles, incorporating alternative investments and selective options strategies for eligible clients.

Phillip Knight is a CFP® professional affiliated with Americana Partners, LLC in Midland, TX, with 20 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Outside of his advisory work, Knight serves as Treasurer and Board Member of High Sky Children's Ranch and is President of the Board for the Cameron Stotts Foundation, both nonprofit organizations in Midland. 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 and employs a range of investment vehicles, including alternative and privately placed investments, and integrates family-office administrative services as part of its comprehensive offerings.

Matthew Celenza is a financial advisor at Americana Partners, LLC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Boulevard Family Wealth, Purshe Kaplan Sterling Investments, and Bank of America. Outside his advisory role, he is owner and partner of Boulevard Insurance Strategies, LLC. 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 customizes portfolios through ongoing consultations and discretionary management, utilizing various investment vehicles and alternative strategies.

Amy Ogden is a CFP® with ten years of industry experience, currently serving at Americana Partners, LLC. She has held positions at Morgan Stanley and Purshe Kaplan Sterling Investments. Ogden is a member of the TriState Capital Bank Advisory Board. 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, utilizing a range of investment vehicles and independent third-party managers.

Ben Davidson is a financial advisor at Americana Partners, LLC in Houston, TX, holding a Series 65 designation with four years of industry experience. Before joining Americana Partners in 2022, he worked at JP Morgan & Chase from 2019 to 2021 and held academic positions at the University of North Carolina and University of South Carolina. 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 several private pooled investment vehicles for qualified investors.

Robert Wellington IV is a financial advisor with Americana Partners, LLC in Houston, TX, holding a Series 66 designation and 17 years of industry experience. His prior roles include positions at Morgan Stanley and Purshe Kaplan Sterling Investments. He is a founding partner and managing director at Americana 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 customizes portfolios based on client risk tolerances and objectives, utilizing a diverse range of investment vehicles and technology platforms, and manages multiple private pooled investment vehicles for qualified investors.

Michael Schaufele is a financial advisor with Americana Partners, LLC in Dallas, TX, holding Series 63 and Series 66 credentials and bringing 11 years of industry experience. His prior roles include positions at Goldman, Sachs & Co. and Purshe Kaplan Sterling Investments, 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—as well as corporations, trusts, estates, and charitable organizations. The firm customizes portfolios through ongoing consultations and discretionary management, utilizing a broad range of investment vehicles including mutual funds, ETFs, individual securities, options, and alternative investments.

Alex Zengo is a financial advisor with Americana Partners, LLC in Houston, TX, holding Series 63 and Series 65 licenses and having 25 years of industry experience. His prior work includes roles at Saxony Securities, Inc, Purshe Kaplan Sterling Investments, Inc., and Morgan Stanley. He is also involved with Americana Partners International, a division serving international clients. 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, utilizing a range of investment vehicles and third-party platforms, and serves as adviser to multiple private pooled investment vehicles for qualified investors.

Thomas Kowalchuk is a financial advisor at Americana Partners, LLC, holding Series 65 and Series 66 licenses. He has been advising clients since 2022, following nine years at Samalin Wealth and is also involved with TJay Music, LLC, a business he has operated since 2007. 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, utilizing a range of investment vehicles including mutual funds, ETFs, individual securities, and alternative investments.