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.

William Gorman is a financial advisor at CORDA Investment Management, LLC with 33 years of industry experience. He previously worked at Fisher Investments and TD Ameritrade. His credentials include Series 63 and Series 66 licenses. CORDA Investment Management is a multi-team registered investment adviser managing approximately $2.0 billion in client assets for around 1,359 clients. The firm offers discretionary portfolio management and financial planning for individuals and pension consulting, using various investment strategies including long- and short-term trading, options, and direct indexing.

Steven Schwartz is a CFP® with 22 years of industry experience, currently serving as a financial advisor at TFO Wealth Partners since 2010. He is also the owner of Synergy Risk Management, Ltd., an insurance and annuities business he has operated since 1983. Outside of his advisory role, he is a partner in a data capital partnership involved with private investments. TFO Wealth Partners serves a diverse client base including high-net-worth individuals, family offices, retirement plans, trusts, charitable organizations, and corporate clients. The firm manages approximately $4.85 billion in assets through a team of about 55 advisors, focusing on long-term, asset-allocation strategies using mutual funds, ETFs, and third-party managers.

Kent Boatwright is a financial advisor with Strategic Financial Concepts, LLC in Houston, TX, holding a Series 66 designation and six years of industry experience. His prior work includes positions at LPL Financial, The Yoakum National Bank, Primeway Federal Credit Union, and National Financial Alliance. Outside of his advisory work, he has engaged in ridesharing services as a driver for DoorDash and Lyft. Strategic Financial Concepts, LLC provides personalized investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, and business entities. The firm offers discretionary investment management using both fundamental and technical analysis, model portfolios, and third-party money managers, with a notable emphasis on insurance-related activities integrated into its multi-team practice.

Alexandra Neault is a financial advisor at CORDA Investment Management, LLC in Houston, TX, with four years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Florida Financial Advisors and Trinity Wealth Securities. Outside of her advisory roles, she has experience in the hospitality industry, including positions at Gangchu Chicken & Beer and Silverado Golf and Country Club. CORDA Investment Management is a multi-team registered investment adviser managing approximately $2.0 billion in client assets. The firm provides discretionary portfolio management and integrated financial planning to individuals, including high-net-worth clients, and offers pension consulting, tax preparation, and estate-planning services.

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.

Joshua Mitchell is a financial advisor with CORDA Investment Management, LLC in Houston, TX, holding Series 63 and Series 66 designations and bringing 18 years of industry experience. His prior roles include positions at Charles Schwab & Co., Inc., Brinker Capital Securities, LLC, and Nationwide Insurance Company. CORDA Investment Management is a multi-team registered investment adviser managing approximately $2.0 billion in client assets across 1,359 clients. The firm offers discretionary portfolio management and integrated financial planning for individuals and retirement plans, utilizing a variety of investment strategies and providing in-house tax preparation and access to estate-planning services.

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.

Bonner Barnes is a financial advisor with CORDA Investment Management, LLC, based in Houston, TX. He holds 18 years of industry experience and has been with CORDA since 1999. CORDA Investment Management is a multi-team registered investment adviser managing approximately $2.0 billion in client assets for over 1,300 clients. The firm offers discretionary portfolio management and integrated financial planning to individuals, including high-net-worth clients, as well as pension consulting, tax preparation, and estate-planning services, utilizing a range of investment strategies tailored to client objectives.

Matthew Schwartz is a CFP® and holds a Series 65 license with six years of industry experience. He has worked at TFO Wealth Partners since 2019 and previously held positions at Capstone Partners and Lion Street. Outside of his advisory role, he works as an insurance agent designing life insurance policies. TFO Wealth Partners serves individual clients, family offices, retirement plans, trusts, charitable organizations, and corporate clients, managing approximately $4.85 billion in assets. The firm employs a long-term, asset-allocation driven investment approach using model portfolios primarily composed of mutual funds and ETFs, supplemented by third-party managers, and offers a range of services including portfolio management, family office services, and financial planning.

Terrance Puhl is a financial advisor with CORDA Investment Management, LLC in Houston, TX, holding Series 63 and Series 65 licenses and possessing 23 years of industry experience. He has worked at CORDA Investment Management since 2012, following roles at Sanders Morris LLC and SMH Capital Advisors LLC. CORDA Investment Management is a multi-team registered investment adviser overseeing approximately $2.0 billion in client assets for about 1,359 clients. The firm offers discretionary portfolio management and integrated financial planning to individuals, including high-net-worth clients, alongside pension consulting, tax preparation, and estate-planning services. Its investment approach incorporates customized portfolios with ongoing monitoring and a range of strategies such as options, direct indexing, and long/short trading.

Teresa Queal is a financial advisor at CORDA Investment Management, LLC with 13 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at CORDA since 2012, following a brief tenure at Sanders Morris LLC. CORDA Investment Management is a multi-team registered investment adviser managing approximately $2.0 billion in client assets. The firm provides discretionary portfolio management and integrated financial planning for individuals, including high-net-worth clients, along with pension consulting, tax preparation, and access to attorney-led estate-planning document services. Their investment approach includes customized portfolios with strategies such as options trading, direct indexing, and factor-driven models.

Bradley Morris is a financial advisor with IP Financial Advisory Services LLC based in Houston, TX, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His career includes roles at Innovation Partners LLC, LifeMark Securities Corp., Foresters Equity Services, and Prudential-affiliated firms. In addition to his advisory work, he serves as president of B.A. Morris & Company Inc., a beverage importing and wholesaling business. IP Financial Advisory Services LLC primarily serves individual retail clients, offering portfolio management, financial planning, and consulting services. The firm uses a range of analytical approaches and provides specialized advisory services including actuarial and benefits consulting, focusing mainly on non-high-net-worth investors and retirement plan participants.

James Mohr is a financial advisor with Bolton Securities Corporation, holding a Series 66 credential and six years of industry experience. He has worked at Bolton Global Capital and Bolton Global Asset Management since 2026, and previously held roles at OSAIC, SagePoint Financial, and Principal Life Insurance Company. Outside of his advisory work, Mohr serves as a sports referee for high school and junior high school games and is a board member of his local homeowners association. Bolton Global Asset Management is a registered investment adviser serving individual, corporate, institutional, and charitable clients. The firm provides customized wealth management through a network of independent advisers, offering portfolios primarily composed of mutual funds, ETFs, equities, and fixed-income securities with a generally long-term investment approach.

Michael Burke is a financial advisor at Bolton Securities Corporation with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Bolton Global Asset Management and Bolton Global Capital since 2020, following five years at Tudor, Pickering, Holt & Co. Securities, Inc. Outside of his advisory role, Burke serves as President and co-owner of Champions Golf Club, a private golf club in Houston, and is a regional board member for First Financial Bank. Bolton Global Asset Management provides asset management and financial planning services to individual, corporate, institutional, and nonprofit clients. The firm offers customized wealth management through independent advisers, utilizing a range of investment vehicles and strategies with a focus on long-term portfolio construction.

John Schloegel is a financial advisor at CORDA Investment Management, LLC with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Fidelity, Capital Cities Asset Management Inc, and Fisher Investments. Schloegel has been with CORDA since 2010. CORDA Investment Management is a multi-team registered investment adviser managing around $2.0 billion in assets for approximately 1,359 clients through a staff of about 30 advisors. The firm offers discretionary portfolio management and integrated financial planning to individuals, including high-net-worth clients, along with pension consulting, tax preparation, and estate-planning document services.

Timothy Wolfcale is a financial advisor with CORDA Investment Management, LLC in Houston, TX, holding Series 63 and Series 66 licenses and possessing 18 years of industry experience. He has worked at several firms, including TD Ameritrade, Chase Investment Services, Banc One Securities Corporation, and UBS Financial Services. He has been with CORDA Investment Management since 2014. CORDA Investment Management is a multi-team registered investment adviser managing approximately $2.0 billion in client assets for about 1,359 clients. The firm offers discretionary portfolio management and integrated financial planning to individuals, including high-net-worth clients, as well as pension consulting and in-house tax and estate-planning services.

Christopher Wise is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at Mutual Advisors, LLC. His prior experience includes roles at Mutual Securities, Inc., WFG of Kingwood, and Jackson National Life. Outside of his advisory work, he owns and manages businesses in personal training, insurance, music production, and marketing for SBA loan services. Mutual Advisors, LLC serves a diverse client base ranging from individual investors to institutional clients, including sovereign wealth funds. The firm employs a blend of active and passive investment strategies tailored to client objectives and utilizes multiple analytical approaches and third-party platforms to manage portfolios across a wide variety of account types.

Jackson Smith is a CFA® charterholder with three years of industry experience, currently serving as a financial advisor at Bolton Securities Corporation. His prior roles include positions at Bolton Global Capital, Rover, Bank of America, Merrill, Raymond James & Associates, and UBS. He has also worked with the Houston Astros. Bolton Global Asset Management provides asset management and financial planning services to individual, corporate, institutional, and charitable clients. The firm offers portfolio management through a network of independent advisors, utilizing mutual funds, ETFs, equities, and fixed-income securities with a focus on both long-term and shorter-term investment strategies.

Shane Bulgerin is a financial advisor at CORDA Investment Management, LLC with 14 years of industry experience. He holds the Series 66 designation and has worked at firms including Churchill Management and Merrill. Based in Houston, TX, he joined CORDA in 2022. CORDA Investment Management is a multi-team registered investment adviser managing approximately $2.0 billion in client assets for about 1,359 clients through a team of around 30 advisors. The firm provides discretionary portfolio management and integrated financial planning to individuals, including high-net-worth clients, as well as pension consulting and tax preparation services.