Zachary Rawl is a financial advisor with Sunbelt Securities, Inc. in Houston, TX. He holds Series 63 and Series 65 designations and has five years of industry experience, previously working at N.I.S. Financial Services Inc and National Western Life. Outside of his advisory role, he is involved with Charles W. Rawl & Associates, LLC, which provides insurance and estate planning services. Sunbelt Securities, Inc. offers investment advisory and related services to individual and institutional clients through a network of representatives. The firm employs various investment strategies and provides discretionary portfolio management, standalone financial planning, and referrals to third-party money managers.

Raymond Miller is a CFP®-certified financial advisor with 44 years of industry experience, currently serving at Sunbelt Securities, Inc. in Houston, TX since 2009. He holds Series 63 and Series 65 licenses. Outside of his advisory role, he is involved as a member in a technology investment entity. Sunbelt Securities serves a diverse client base, including individual investors, charitable organizations, and corporate clients, managing approximately $2.0 billion in assets. The firm provides portfolio management, financial planning, and access to third-party money managers, with advisory services delivered through a network of investment adviser representatives.

Chad Mabry is a financial advisor with Sunbelt Securities, Inc. in Houston, TX, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. His previous roles include positions at Munich Re Trading LLC, Weild & Co, Entoro Capital, LLC, Entoro Securities, LLC, and FBR Capital Markets & Co. Sunbelt Securities serves a diverse client base including individual investors, high-net-worth clients, charitable organizations, and corporate/business clients. The firm manages approximately $2.0 billion across several thousand client relationships, offering portfolio management, written financial planning, and access to third-party money managers.

Robert Boswell is a CFP® with seven years of industry experience, currently serving as a financial advisor at Sunbelt Securities, Inc. in Houston, TX. His prior work includes roles at Avidian Wealth Solutions and U.S. Capital Wealth Advisors. Before entering the financial sector, he worked for Major League Soccer for twelve years. Sunbelt Securities serves individual investors, charitable organizations, and corporate clients through a network of 68 advisors, managing approximately $2.0 billion. The firm offers portfolio management, financial planning, and consulting services, with a focus on discretionary management and a dual registration as both a broker-dealer and registered investment adviser.

Alden Dichoso is a financial advisor with Sunbelt Securities, Inc. based in Houston, TX. He holds Series 65 and Series 63 licenses and has one year of industry experience. Alden also works as a Pilates instructor at HIP Fitness outside of his advisory role. Sunbelt Securities, Inc. provides investment advisory and related services to individual and institutional clients through a network of investment adviser representatives. The firm offers a range of approaches, including fundamental, technical, tactical, and strategic methods, and provides services such as the Sunbelt RD wrap-fee program, standalone financial planning, and referrals to third-party money managers.

Patrick Buckley is a financial advisor with Sunbelt Securities, Inc. in Houston, TX, holding a Series 65 designation and four years of industry experience. Prior to joining Sunbelt Securities, he worked at Saxon Interests, Inc. for three years and has been involved with Harper & Pearson Company PC for over a decade, serving as a technical consultant for the accounting firm. Sunbelt Securities serves a diverse client base including individual investors, charitable organizations, and corporate clients, managing approximately $2.0 billion in assets. The firm provides portfolio management, financial planning, and consulting services primarily through its network of investment advisor representatives.

Gaylord Chase Jr. is a financial advisor with Sunbelt Securities, Inc. in Jasper, TX, holding a Series 66 designation and bringing 23 years of industry experience. He has been with Sunbelt Securities since 2011. Outside of his advisory role, he serves on the boards of the Lamar Planned Giving Committee, the Art Museum of Southeast Texas, and Texas SportPac, organizations focused on college fundraising, the arts, and wildlife conservation respectively. Sunbelt Securities serves a diverse client base including individual investors, charitable organizations, and corporate clients, managing approximately $2.0 billion across several thousand accounts. The firm offers portfolio management, financial planning, and consulting services, with advice delivered at the individual advisor level and a focus on discretionary management.

Kerry Rigdon is a financial advisor with Sunbelt Securities, Inc. in Houston, TX, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been affiliated with Sunbelt Securities and McPherson & Mayberry Personal Wealth Management since 2017 and previously worked with WFG Advisors, LP and Williams Financial Group. Outside of advisory work, Rigdon has experience as an independent life insurance agent. Sunbelt Securities serves individual investors, charitable organizations, and corporate clients, managing approximately $2.0 billion across several thousand relationships. The firm emphasizes portfolio management through rep-directed wrap programs, written financial planning, and third-party money manager referrals, with advisory services delivered at the individual advisor representative level.

Melvin Jacobs is a financial advisor at Sunbelt Securities, Inc. in Houston, TX, holding Series 63 and Series 65 licenses with 40 years of industry experience. He has previously worked at Bank of America and Merrill, and has been with Sunbelt Securities since 2017. Outside of his advisory role, Jacobs is involved in several non-investment ventures including managing a boat charter business and participating in yacht charter operations. Sunbelt Securities serves individual investors, charitable organizations, and corporate clients, managing approximately $2.0 billion across thousands of client relationships. The firm offers portfolio management primarily through discretionary wrap programs, written financial planning, and referrals to third-party money managers.

Marty Harari is a financial advisor at Sunbelt Securities, Inc. in Houston, TX, holding Series 63 and Series 65 licenses with 56 years of industry experience. His career includes roles at WFG Advisors, Inc. and The (Wilson) Williams Financial Group. He is involved with the North Texas Advisory Group, a general financial services advisory group formed by branch members under Sunbelt Securities. Sunbelt Securities serves a diverse client base including individual investors, charitable organizations, and corporate clients, managing approximately $2.0 billion across several thousand relationships. The firm provides portfolio management, written financial planning, and third-party money manager referrals, with advice and portfolio construction delivered at the individual advisor level.

Richard Waits is a financial advisor with Sunbelt Securities, Inc. in Houston, TX, holding a Series 66 designation and 24 years of industry experience. He has been with Sunbelt Securities since 2010. Sunbelt Securities serves a diverse client base including individual investors, charitable organizations, and corporate clients, managing approximately $2.0 billion across thousands of accounts. The firm provides portfolio management through rep-directed wrap programs, written financial planning, and referrals to third-party money managers.

Leo Reichle is a financial advisor with Sunbelt Securities, Inc. in Houston, TX, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. Prior to joining Sunbelt in 2025, he worked at Oppenheimer & Co. Inc for seven years and Hilltop Independent Network for two years. Outside of his advisory work, he serves on the boards of the Texas Children's Cancer Center and Fore The Cure, where he is president. Sunbelt Securities, Inc. provides investment advisory and related services to individual and institutional clients through a network of representatives. The firm offers customized portfolio management, financial planning, and access to third-party money managers, employing various investment strategies without mandating a single uniform model across advisors.

Matthew Knauss is a financial advisor with Sunbelt Securities, Inc. in Houston, TX, holding a Series 66 designation and 15 years of industry experience. He has been with Sunbelt Securities since 2011. Outside of his advisory work, he is a silent equity owner of a non-investment-related business, Pamco. Sunbelt Securities, Inc. serves individual and institutional clients, including high-net-worth individuals, offering investment advisory and related services through a network of representatives. The firm provides various approaches to portfolio management, including discretionary wrap-fee programs and standalone financial planning.

Jack Hirschman is a Series 66 licensed advisor at Sunbelt Securities, Inc. in Houston, TX, with 19 years of industry experience. He has been with Sunbelt Securities since 2010. Sunbelt Securities, Inc. provides investment advisory and related services to individual, including high-net-worth, and institutional clients through a network of investment adviser representatives. The firm offers the Sunbelt RD wrap-fee program, standalone financial planning, and referrals to third-party money managers, employing a variety of investment methods and strategies without a single uniform model.

Kyle Judd is a financial advisor with Sunbelt Securities, Inc. in Houston, TX, holding a Series 66 designation and 19 years of industry experience. He has been associated with Sunbelt Securities since 2010 and operates Judd/Reddish Private Wealth Consultants, a DBA under Sunbelt Securities, since 2011. Sunbelt Securities serves individual investors, charitable organizations, and corporate clients, managing approximately $2.0 billion through a network of 68 advisors. The firm offers portfolio management, financial planning, and third-party manager referrals, with a focus on discretionary account management.

Irene Kelley is a financial advisor with Sunbelt Securities, Inc. in Jasper, TX, holding a Series 66 designation and 23 years of industry experience. She worked at Morgan Stanley Smith Barney from 2009 to 2018 before joining Sunbelt Securities in 2018. Sunbelt Securities serves a diverse client base including individual investors, charitable organizations, and corporate clients, managing approximately $2.0 billion across several thousand relationships. The firm provides portfolio management, financial planning, and consulting services, with advisory accounts primarily focused on discretionary management.

Riccardo Signorelli is a financial advisor with Sunbelt Securities, Inc. in Houston, TX, holding Series 65 and Series 63 credentials and having eight years of industry experience. His professional background includes roles at Lavaca Capital LLC and Sunbelt Securities, as well as involvement in several non-investment business ventures, such as technology services through The Woodlands Analytics and consulting via RS Energia. Sunbelt Securities, Inc. offers investment advisory and related services to individual and institutional clients through a network of investment adviser representatives employing a variety of investment strategies. The firm provides fee-based advisory services alongside broker-dealer offerings and supports clients with portfolio management and financial planning solutions.

Robert Dishman is a financial advisor with Sunbelt Securities, Inc. in Houston, TX, holding a Series 66 designation and having 12 years of industry experience. He previously worked at Morgan Stanley for nine years before joining Sunbelt Securities in 2023. Sunbelt Securities serves individual investors, charitable organizations, and corporate clients, managing approximately $2.0 billion across several thousand relationships. The firm provides portfolio management, financial planning, and consulting services, with a focus on discretionary management delivered through its network of investment adviser representatives.

Richard Chamberlain is a CFP® with 27 years of industry experience, currently serving at Sunbelt Securities, Inc. since 2011. He also operates Chamberlain Financial Services and maintains a public accounting practice as a CPA. Chamberlain serves as treasurer on the board of the Jasper Higher Education Foundation. Sunbelt Securities serves individual investors, charitable organizations, and corporate clients through a network of 68 advisors managing approximately $2.0 billion. The firm offers portfolio management, financial planning, and third-party manager referrals, with a focus on discretionary management at the advisor level.

Stephen Mcbride is a financial advisor with Sunbelt Securities, Inc. in Houston, TX, holding Series 63 and Series 66 licenses and bringing 40 years of industry experience. He has been with Sunbelt Securities since 2004. Sunbelt Securities serves a diverse client base including individual investors, high-net-worth clients, charitable organizations, and corporate/business clients. The firm manages approximately $2.0 billion across several thousand client relationships, offering portfolio management, written financial planning, and referrals to third-party money managers through a network of investment adviser representatives.

Michael Lewis is a financial advisor with Sunbelt Securities, Inc. in Southlake, TX, holding a Series 66 designation and 14 years of industry experience. Prior to joining Sunbelt Securities in 2016, he worked at LPL Financial and has been involved with Thorn Financial Group since 2008, where he provides tax planning and consulting services. Sunbelt Securities serves a diverse client base including individual investors, charitable organizations, and corporate clients, managing approximately $2.0 billion across several thousand relationships. The firm offers portfolio management, financial planning, and consulting through a network of investment adviser representatives.

Charles Jimerson Jr. is a financial advisor with Sunbelt Securities, Inc. in Houston, TX, holding a Series 63 designation and 38 years of industry experience. He has been with Sunbelt Securities since 2017 and previously worked at WFG Advisors, LP for 14 years. Sunbelt Securities serves a diverse client base including individual investors, charitable organizations, and corporate clients, managing approximately $2.0 billion in assets. The firm provides portfolio management primarily through discretionary wrap accounts, written financial planning, and referrals to third-party money managers.

Jon Hur is a financial advisor at Sunbelt Securities, Inc. in Southlake, TX, holding a Series 66 designation. He has experience in consulting staffing and payment processing, as well as a long-standing role in the United States Navy Reserve since 2001. Outside of his advisory role, he is involved in income tax preparation through Thorn Financial Group LLC and continues his military service. Sunbelt Securities serves a diverse client base including individual investors, charitable organizations, and corporate clients, managing approximately $2.0 billion in assets. The firm offers portfolio management, financial planning, and consulting services primarily through a network of investment adviser representatives who provide tailored advice and discretionary portfolio management.

Thomas Brashear is a financial advisor with Sunbelt Securities, Inc. in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with Sunbelt Securities and its DBA Preston Capital Management since 2010. Sunbelt Securities serves a diverse client base including individual investors, charitable organizations, and corporate clients, managing approximately $2.0 billion across several thousand relationships. The firm offers portfolio management, financial planning, and access to third-party money managers, with a focus on discretionary management delivered at the individual advisor level.

Thomas Chretien is a financial advisor at Sunbelt Securities, Inc. with 29 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley Smith Barney and Morgan Stanley Private Bank. Outside of his advisory work, he is involved with Broadway Cottage in York, Maine. Sunbelt Securities serves individual investors, charitable organizations, and corporate clients, managing approximately $2.0 billion across several thousand relationships. The firm offers portfolio management, financial planning, and access to third-party money managers, with a focus on discretionary asset management delivered through its network of investment advisor representatives.

Belinda Aucoin is a CFP®-credentialed financial advisor with 34 years of industry experience, currently affiliated with Sunbelt Securities, Inc. in Dallas, TX. She has worked at Sunbelt Securities since 2011 and operates Trinity Strategy Partners as a DBA under the firm. Aucoin also serves as President and Secretary of the John & Bobby McKamy Foundation, a charitable nonprofit organization. Sunbelt Securities serves a diverse client base including individual investors, charitable organizations, and corporate clients, managing approximately $2.0 billion in assets. The firm provides portfolio management, financial planning, and consulting services primarily through a network of investment adviser representatives.

John Fleckenstein is a financial advisor with Sunbelt Securities, Inc. in Houston, TX, holding a Series 66 designation and 13 years of industry experience. He has been with Sunbelt Securities since 2012. Outside of his advisory role, Fleckenstein serves as president of the Texas Hill Country Young Professionals and is a board member of The Special Opportunity Center of Kerrville. Sunbelt Securities serves individual investors, charitable organizations, and corporate clients, managing approximately $2.0 billion across several thousand relationships. The firm provides portfolio management, financial planning, and third-party money manager referrals, with advisory services delivered primarily through its network of investment adviser representatives.

Ryan Mcdonnell is a CFP® professional with 16 years of industry experience. He has worked at Sunbelt Securities, Inc. since 2016 and previously spent seven years at LPL Financial. Outside of his advisory role, he serves on the board of directors for Budget Central LLC, a nonprofit focused on financial education and assistance. Sunbelt Securities serves individual investors, charitable organizations, and corporate clients, managing approximately $2.0 billion across several thousand relationships. The firm offers portfolio management, financial planning, and consulting services, with an emphasis on discretionary management delivered through a network of investment adviser representatives.

Jonathan Chamberlain is a financial advisor at Sunbelt Securities, Inc. based in Houston, TX, holding a Series 66 designation with nine years of industry experience. He has been with Sunbelt Securities since 2016 and is also involved in bookkeeping and tax services through Neil Chamberlain CPA. Sunbelt Securities provides investment advisory and related services to individual and institutional clients through a network of investment adviser representatives. The firm offers customized portfolio management, financial planning, and access to third-party money managers, employing a variety of investment approaches without a standardized model across advisers.

James Walker is a financial advisor with Sunbelt Securities, Inc. in Houston, TX, holding Series 63 and Series 66 credentials and 21 years of industry experience. His prior work includes roles at AWM Services LLC and Ascendant Advisors, where he also serves as a consultant. Sunbelt Securities manages approximately $2.0 billion across a diverse client base that includes individual investors, charitable organizations, and corporate clients. The firm offers portfolio management, financial planning, and consulting services through a network of investment adviser representatives.

James Reddish is a CFP® with 19 years of industry experience, currently affiliated with Sunbelt Securities, Inc. since 2010. He operates Judd/Reddish Private Wealth Consultants, a DBA under Sunbelt Securities, where he has been active since 2011. He serves on the advisory board of Bay Oaks Country Club in Houston. Sunbelt Securities serves individual investors, charitable organizations, and corporate clients through a network of 68 advisors, managing approximately $2.0 billion in assets. The firm offers portfolio management, financial planning, and consulting services, with a focus on discretionary management delivered at the individual advisor level.

Heinrich Grobler is a financial advisor with Sunbelt Securities, Inc. in Houston, TX, holding Series 65 and Series 63 credentials and bringing 12 years of industry experience. His prior roles include positions at HighTower Advisors LLC and Salient Capital Advisors, LLC. Outside of his advisory work, he operates as a CPA providing tax advice and filings. Sunbelt Securities, Inc. offers investment advisory services to individual and institutional clients through a network of representatives who implement and monitor portfolio allocations using diverse investment strategies. The firm’s offerings include wrap-fee programs, standalone financial planning, and referrals to third-party money managers.

William Howard is a Series 66 licensed advisor with 17 years of industry experience, currently serving at Sunbelt Securities, Inc. in Houston, Texas since 2010. He is a silent equity owner of Pamco, a non-investment-related business. Sunbelt Securities serves a diverse client base including individual investors, charitable organizations, and corporate clients, managing approximately $2.0 billion through a network of investment adviser representatives. The firm provides portfolio management, financial planning, and consulting services, with an emphasis on discretionary account management.

Harrison Hamilton is a CFP® with nine years of industry experience, currently serving as a financial advisor at Sunbelt Securities, Inc. in Houston, TX. He has previously worked at Smith Anglin Financial, Fisher Investments, TD Ameritrade, Scottrade, and Farmers Insurance. Sunbelt Securities, Inc. offers investment advisory and related services to individual and institutional clients through a network of investment adviser representatives, providing portfolio management, financial planning, and access to third-party money managers with a flexible approach to investment strategies.

Christopher Metscher is a CFP® professional with 26 years of industry experience, currently affiliated with Sunbelt Securities, Inc. in Westminster, CO. He has worked at FamilyWealth Advisers, LLC, Advisorsource.Com, LLC, and Jolliffe Capital, Inc. Prior to his current role, he has been with Sunbelt Securities since 2011. Outside of his advisory work, he is the owner and agent of IFP Insurance Services LLC, providing life and fixed insurance. Sunbelt Securities serves individual investors, charitable organizations, and corporate clients through a network of 68 investment adviser representatives, managing approximately $2.0 billion in assets. The firm offers portfolio management, written financial planning, and referrals to third-party money managers, with a focus on discretionary management at the representative level.

Cecil Byers is a financial advisor at Sunbelt Securities, Inc. in Houston, TX, holding Series 63 and Series 65 credentials with 50 years of industry experience. He has been with Sunbelt Securities since 2015. Sunbelt Securities serves individual investors, charitable organizations, and corporate clients through a network of 68 Investment Advisor Representatives, managing approximately $2.0 billion across several thousand client relationships. The firm provides portfolio management, financial planning, and consulting services, primarily focusing on discretionary management through a rep-directed wrap program.

John Fleckenstein is a financial advisor at Sunbelt Securities, Inc. in Kerrville, TX, holding Series 63 and Series 65 credentials with 38 years of industry experience. He has been with Sunbelt Securities since 2009. Outside of his advisory role, he is involved as a joint owner in non-investment related ventures including real estate and aircraft ownership. Sunbelt Securities serves a diverse client base including individual investors, charitable organizations, and corporate clients, managing approximately $2.0 billion across thousands of accounts. The firm provides portfolio management, financial planning, and consulting services, primarily through a network of investment adviser representatives who deliver tailored advice and discretionary portfolio management.

Mitchell Friedemann is a CFP® with 10 years of experience in the financial services industry, currently serving as an advisor at Sunbelt Securities, Inc. since 2016. He previously worked briefly at LPL Financial and has experience in tax preparation through Thorn Financial Group LLC. Sunbelt Securities, Inc. offers investment advisory and related services to individual and institutional clients through its network of investment adviser representatives. The firm’s approach includes a range of portfolio management strategies and offers services such as wrap-fee programs, standalone financial planning, and referrals to third-party money managers.

Kelly Reavis is a financial advisor with Sunbelt Securities, Inc. in Houston, TX, holding Series 63 and Series 66 licenses and 28 years of industry experience. He has been with Sunbelt Securities since 2012. Sunbelt Securities serves individual investors, charitable organizations, and corporate clients, managing approximately $2.0 billion through a network of 68 advisors. The firm offers portfolio management, financial planning, and referrals to third-party money managers, with a focus on discretionary portfolio management at the advisor level.

Elizabeth Chamberlain is a Series 66-licensed financial advisor with Sunbelt Securities, Inc. in Houston, TX, where she has worked since 2016. She has nine years of industry experience and is also involved with Neil Chamberlain CPA, a bookkeeping and accounting firm unrelated to investment activities. Sunbelt Securities serves a diverse client base including individual investors, charitable organizations, and corporate clients, managing approximately $2.0 billion across several thousand relationships. The firm offers portfolio management, financial planning, and consulting services, with advisory solutions primarily delivered through representatives who provide tailored asset allocations and discretionary portfolio management.

Shelley Morrison Phelps is a financial advisor with Sunbelt Securities, Inc. in Houston, TX, holding a Series 63 designation and bringing 32 years of industry experience. She has been with Sunbelt Securities since 2012. Sunbelt Securities serves a diverse clientele including individual investors, charitable organizations, and corporate clients, managing approximately $2.0 billion through a network of 68 advisors. The firm offers portfolio management primarily through discretionary wrap programs, written financial planning, and third-party money manager referrals.

Hailey Thorn is a financial advisor with Sunbelt Securities, Inc. in Southlake, TX, holding a Series 66 designation and nine years of industry experience. She previously worked at Sontag Advisory LLC before joining Sunbelt Securities in 2019. Outside of her advisory role, she is involved in tax preparation through Thorn Financial Group LLC and holds a life insurance agent license. Sunbelt Securities serves individual investors, charitable organizations, and corporate clients, managing approximately $2.0 billion across several thousand relationships. The firm offers portfolio management, financial planning, and consulting services, with a focus on discretionary management delivered at the individual advisor level.

Brock Carlin is a financial advisor with Sunbelt Securities, Inc. in Houston, TX, holding a Series 66 designation and 18 years of industry experience. He has been with Sunbelt Securities since 2016. Sunbelt Securities serves a diverse client base including individual investors, charitable organizations, and corporate clients, managing approximately $2.0 billion across several thousand accounts. The firm offers portfolio management through a rep-directed wrap program, written financial planning, consulting, and access to third-party money managers.

Gregory Thorn is a CFP® with 30 years of industry experience, currently serving as a financial advisor at Sunbelt Securities, Inc. since 2016. Prior to joining Sunbelt, he worked at LPL Financial for 12 years. Outside of his advisory role, Thorn operates Thorn Financial Group LLC, which provides tax preparation and accounting services. Sunbelt Securities serves a diverse client base including individual investors, charitable organizations, and corporate clients, managing approximately $2.0 billion across several thousand accounts. The firm offers portfolio management, financial planning, and consulting services through a network of investment advisor representatives.

Kirk Freedle is a financial advisor with Sunbelt Securities, Inc. in Westminster, CO, holding the ChFC® and Series 63 designations and bringing 30 years of industry experience. His prior roles include positions at Familywealth, Advisersource.Com, Jolliffe Capital, and he has operated Innovative Financial Partners, LLC since 2004. Freedle serves as president of the Colorado Fallen Fire Fighters Foundation, a charitable organization supporting families of fallen firefighters. Sunbelt Securities serves individual investors, charitable organizations, and corporate clients through a network of 68 advisors, managing approximately $2.0 billion in assets. The firm provides portfolio management, financial planning, and third-party money manager referrals, with a focus on discretionary asset management delivered at the advisor level.

Charles Rawl is a financial advisor at Sunbelt Securities, Inc. in Houston, TX, with 30 years of industry experience. He holds the CFP® and ChFC® designations and has worked at Sunbelt Securities since 2009. Rawl operates his own investment and insurance-related businesses under Charles W. Rawl & Associates, LLC, including fixed life insurance, annuities, group medical insurance, life settlements, and estate planning services. Sunbelt Securities serves individual investors, charitable organizations, and corporate clients through a network of 68 advisors, managing approximately $2.0 billion in assets. The firm offers portfolio management, financial planning, and consulting, with a focus on discretionary management and a dual registration as both a broker-dealer and registered investment adviser.

James Nakfoor is a financial advisor at Sunbelt Securities, Inc. in Houston, TX, with 14 years of industry experience. He holds the Series 65 and Series 63 designations and has worked at Sunbelt Securities since 2018. Nakfoor also has a long-term association with Palm Street Capital dating back to 1996. Sunbelt Securities, Inc. provides investment advisory and related services to individual—including high-net-worth—and institutional clients through a network of investment adviser representatives. The firm offers portfolio management through the Sunbelt RD wrap-fee program, standalone financial planning, and referrals to third-party money managers, employing a range of investment methods without requiring a uniform model across advisers.

Roy Longoria is a CFP®-certified financial advisor with 24 years of industry experience, currently serving at Sunbelt Securities, Inc. in Houston, TX. He has been with Sunbelt Securities since 2010 and also operates Shores Longoria Retirement Plan Consultants, focusing on 401(k) plan business. Outside of his advisory work, he is involved in local delivery services through two logistics companies. Sunbelt Securities serves a diverse client base including individual investors, charitable organizations, and corporate clients, managing approximately $2.0 billion across several thousand relationships. The firm provides portfolio management, financial planning, and consulting services through a network of investment adviser representatives.