Juan Hernandez Ariano is a CFP® with 8 years of experience currently serving at OneSeven. His prior roles include positions with Baron Financial Advisers, 212 Advisory Group, and Top Global Financial Advisors. He is president of the Financial Planning Association of Houston and is involved in college planning and technological advisory through WealthCreate LLC. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, focusing on diversified portfolios that may include mutual funds, ETFs, stocks, bonds, alternatives, and private placements. The firm employs both discretionary and non-discretionary approaches and leverages third-party platforms and managers to implement its strategies.

Daniel Baker is a financial advisor at Avior Wealth Management, LLC with a Series 65 credential and four years of industry experience. His prior roles include positions at Navigator Securities Ltd and Momentum Independent Network Inc., as well as experience in the energy sector and academia. Avior Wealth Management is an SEC-registered enterprise adviser managing approximately $5.08 billion in client assets through about 120 financial professionals. The firm serves individuals, pension plans, charitable and corporate entities, and banking institutions, offering discretionary and non-discretionary investment management, financial planning, and business consulting with a focus on fundamental analysis and a combination of long-term and short-term strategies.

Aaron Boyce is a financial advisor with Encompass More Asset Management LLC, holding a Series 65 designation and 11 years of industry experience. His prior roles include positions at Mercer Global Advisors and Lake Point Wealth Management, among others. Outside of investment advising, he is president of Boyce Financial Services, an insurance sales business, and serves as a business development consultant for Multiplan/Benefits Science Technologies, a firm providing analytic solutions through software and automation. Encompass More Asset Management LLC serves individual and high-net-worth clients, offering discretionary portfolio management through proprietary and third-party model portfolios, financial planning, and access to private placements. The firm employs a model-based investment approach combining quantitative, qualitative, and fundamental analysis, and focuses exclusively on individual and high-net-worth investors.

Sammy Mc Leod is a financial advisor at Symphony Financial, Ltd. Co. in Houston, TX, with two years of industry experience. Prior to joining Symphony Financial in 2023, Mc Leod worked at United Airlines for 19 years. Symphony Financial provides discretionary investment management, financial planning, and consulting services to individuals, trusts, estates, charitable organizations, and business entities. The firm manages approximately $1.09 billion in assets and uses a long-term investment approach that combines fundamental and technical analysis, tailoring portfolios to client risk profiles and objectives.

Eduardo Suarez is a financial advisor with Bolton Securities Corporation, holding Series 66 and Series 63 licenses and bringing 13 years of industry experience. He has worked at Bolton Global Asset Management and Bolton Global Capital since 2018, and previously held roles at JPMorgan Securities LLC, JPMorgan Chase, Transamerica Financial Advisors, Inc., and World Financial Group, Inc. Outside of finance, he manages Teak Accents, LLC, a woodworking business that creates and sells home accents. Bolton Global Asset Management provides asset management and financial planning services to individuals, corporate and institutional clients, and fiduciary entities. The firm offers customized portfolio management through a network of independent advisers, employing a long-term investment approach with flexibility for shorter-term strategies.

Alexandre Murphy is a financial advisor with Golden State Wealth Management, LLC in Houston, TX. He holds a Series 66 credential and has 13 years of industry experience. Prior to joining Golden State Wealth Management in 2019, he worked at Edward Jones from 2014 to 2019. He is also involved in mortgage brokerage services through Houston Mortgage Loans LLC. Golden State Wealth Management serves individuals, trusts, pension and profit-sharing plans, and businesses by offering asset management, comprehensive portfolio management, financial planning, and retirement plan consulting. The firm utilizes a variety of analytic approaches and may incorporate third-party managers and model portfolios while providing primarily discretionary portfolio management.

Brent Shepherd is a CFP®-designated financial advisor with over 30 years of industry experience. He is currently with Wealthcare Advisory Partners LLC and has previously worked at LPL Financial and 1 St Global Insurance Services. Shepherd also operates Shepherd Financial Services, a business entity used for tax and investment purposes. Wealthcare Advisory Partners LLC manages approximately $6 billion in client assets through a team of more than 150 advisors, serving individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a goals-based, client-centered planning approach supported by proprietary software and combines behavioral economics with an evidence-based investment framework.

Darren Mcneely is a financial advisor with Level Four Advisory Services, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with Level Four since 2021 and has been involved with Level Four Financial, LLC since 2007. Outside of his advisory roles, he is a partner in Pinnacle Wealth Advisors, a financial planning business, and co-owns a real estate rental company in Panama City Beach, Florida. Level Four Advisory Services is an SEC-registered enterprise investment adviser managing over $5 billion across 115 advisors and approximately 13,865 client relationships. The firm serves a diverse client base with fee-only financial planning, asset management, and retirement plan advisory services, utilizing model portfolios and a range of affiliated and third-party management options.

Jared Neven is a CFP® professional with nine years of industry experience, currently serving as an advisor at Sowell Management. He is also co-founder and partner of Bellwether Advisory Group. His prior experience includes roles at Baker Tilly Capital, LLC, Baker Tilly Wealth Management, LLC, and Kestra Investment Services, LLC, as well as service in the United States Army Reserve. Sowell Management is a multi-team registered investment adviser serving individuals, retirement plans, corporations, and other RIAs with portfolio management, financial planning, and retirement-plan advisory services. The firm employs various management styles and offers solutions including model portfolios, third-party manager selection, unified managed accounts, and held-away account management.

Wayne Lilly is a financial advisor at Symphony Financial, Ltd. Co. with two years of industry experience. He has also operated The Lilly Group LLC since 2011 and has worked at United Airlines since 1998. Symphony Financial, Ltd. Co. offers discretionary investment management, financial planning, and consulting services to individuals, trusts, estates, charitable organizations, and business entities. The firm manages approximately $1.09 billion in assets and uses a long-term investment approach combining fundamental and technical analysis, tailoring portfolios to client risk profiles and objectives.

Precious Stansberry is a financial advisor at SVB Wealth with Series 63 and Series 65 licenses and three years of industry experience. Her prior roles include positions at First Citizens Bank, Exxon, Boeing, Altria, PwC, and the Naval Education & Training Command. Beginning in 2025, she will serve as an Affluent Wealth Advisor at First Citizens Investor Services, providing comprehensive wealth management and financial planning services to high-net-worth clients. SVB Wealth LLC serves individuals, trusts, estates, retirement plans, charitable organizations, and corporate clients, offering wealth management, portfolio management, financial planning, and retirement plan advisory services. The firm uses a combination of affiliated and third-party managers guided by an Investment Committee and operates as a wholly owned subsidiary of First Citizens Bank & Trust Company.

Daniel Goodwin is a financial advisor at Accurate Wealth Management, LLC with 16 years of industry experience. He holds Series 65 and Series 63 designations and has been involved with multiple firms including Provident Wealth Advisors, LLC and Goodwin Financial Reality, which he manages outside of investment activities. Accurate Wealth Management serves individuals, pension plans, charities, corporations, and other advisers, offering discretionary portfolio management, financial planning, and a range of investment options including alternative assets. The firm emphasizes value, safety, quality, and risk control in its asset allocation approach and manages approximately $1.71 billion in regulatory assets.

Sergio Sosa is a financial advisor with Bolton Securities Corporation in Houston, TX, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. He has worked at Bolton Global Asset Management and Bolton Global Capital since 2018, and previously at JP Morgan Securities LLC and JP Morgan Chase Bank from 2012 to 2018. Outside of his advisory work, he is co-owner and manager of Teak Accents, LLC, a business focused on building and selling home accents. Bolton Global Asset Management provides discretionary and non-discretionary asset management and financial planning services to a diverse client base, including individuals, high-net-worth investors, charitable organizations, corporations, and retirement plans. The firm’s advisor-driven approach customizes portfolios using mutual funds, ETFs, equities, and fixed-income securities, balancing long-term orientation with tactical trading and rebalancing.

Kenneth Golden is a financial advisor with The Mather Group, LLC, holding a Series 65 credential and seven years of industry experience. Prior to joining The Mather Group, he worked for Exxon Mobil for 34 years and spent a year in retirement. Outside of his advisory role, he is a member of KAG HOLDINGS, LLC, an engineering and management consulting business. The Mather Group primarily serves high-net-worth individuals, family offices, trusts, corporations, and other entities, offering financial planning, investment management, tax and estate planning, and family office services. The firm employs an evidence-based investment approach with risk-based allocation models and customization options such as direct indexing and ESG portfolios.

Pamela Ahlers is a CFP® with 39 years of industry experience, currently serving at Harbour Investments, Inc. since 2012 and leading Ahlers Financial Group since 2022. She previously worked at Ahlers & Stoll CPA's for 38 years. In addition to her advisory role, she is an independent insurance agent and prepares accounting and tax returns for clients through her CPA firm. Harbour Investments provides investment advisory and financial planning services to a diverse client base, including individuals, charitable and corporate clients, and retirement plans. The firm employs both fundamental and technical analysis to create customized strategies, offering discretionary and non-discretionary portfolio management alongside model-based solutions.

Clinton Spradley is a financial advisor at Simplicity Wealth with a Series 65 designation and over 13 years of industry experience. His prior roles include positions at Fidelity Financial Group and Simplicity Group. Simplicity Wealth serves a diverse client base, including individual and high-net-worth investors, retirement plans, corporate and institutional investors, and other financial firms. The firm utilizes a fund-of-funds investment approach with ETFs, mutual funds, and individual securities, offering both discretionary and non-discretionary portfolio management alongside technology and operational services for advisers.

Edwin Langley Jr. is a CFP® with 23 years of industry experience, currently serving as a financial advisor at Halbert Hargrove since 2011. He is also a certified public accountant and principal owner of Langley & Associates, a CPA firm he has operated since 1979. Halbert Hargrove Global Advisors manages approximately $4.2 billion for individuals, pension plans, trusts, estates, charitable organizations, and corporate entities. The firm employs a multi-advisor platform offering discretionary, fee-only investment management combined with financial planning and consulting services, utilizing a disciplined investment process overseen by an Investment Committee.

Ross Langley is a CFP® professional with 17 years of industry experience. He has been with Halbert Hargrove since 2011 and also operates Langley & Associates, a certified public accounting practice. Halbert Hargrove Global Advisors serves a diverse client base including high-net-worth individuals, pensions, trusts, and charitable organizations, managing approximately $4.2 billion across a multi-advisor platform. The firm offers discretionary, fee-only investment management and financial planning, employing an Investment Committee to construct diversified portfolios using a wide range of asset classes and investment strategies.

Chase Dobler is a financial advisor at Global View Capital Management LLC with two years of industry experience. He holds a Series 66 designation and previously worked at Mass Mutual Investors Services and MassMutual Life Insurance Company. Global View Capital Management provides discretionary investment management and financial planning to individuals, trusts, corporations, and employer-sponsored retirement plans. The firm uses a quantitative and technical investment approach supported by its proprietary research platform and offers a range of managed account options including SMAs, mutual funds, ETFs, and third-party manager access.

Patrick Purcell is a financial advisor with Gradient Advisors, LLC, holding a Series 65 designation and nine years of industry experience. He has been with Gradient Advisors since 2017 and has operated under his own practice, Patrick S Purcell, since 2004. Outside of his advisory work, he is the president and owner of Protos Wealth Management and is involved in annuity and insurance sales. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and business entities. The firm supports a network of 169 advisors across 154 offices and serves approximately 3,220 clients with a platform totaling about $990.7 million in assets.