Benjamin Le Boeuf is a financial advisor at Avidian Wealth Solutions with one year of industry experience. He holds a Series 66 designation and previously worked at Sanctuary Advisors LLC and Sanctuary Securities, Inc. from 2023 to 2025, and has experience in educational and healthcare institutions. Avidian Wealth Solutions is an SEC-registered advisory firm serving individuals, high-net-worth families, businesses, retirement plans, and institutional clients with investment management, financial planning, and fiduciary advisory services. The firm employs primarily model-based managed solutions supplemented by sub-advisors and separately managed accounts, and it also acts as a fund sponsor and sub-adviser, offering a range of fund, insurance, and consulting services.

Melissa Hoffman is a financial advisor with Capital Analysts in Sugar Land, TX, holding Series 65 and Series 63 licenses and nine years of industry experience. She has worked at Lincoln Investment and Dearborn & Creggs since 2017 and previously spent 14 years with the City of Sugar Land. Outside of her advisory role, she serves on the Board of Directors for the Fort Bend Chamber of Commerce and coaches for Fort Bend Master Swimming. Capital Analysts serves a range of clients including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, advisor-managed custom and model portfolios, and retirement-plan advice through both discretionary and non-discretionary approaches supported by an in-house investment management and research team.

Courdney Williams is a financial advisor at CreativeOne Wealth, LLC with 11 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Noetic Wealth Strategies, Caitlin John Private Wealth Management, and New York Life. Williams also serves as a Wealth Advisor with CPA firms Kirk, Summa & Co and Gold Standard CPA. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, retirement plan consulting, and sub-advisory services to individuals, corporations, charitable organizations, and other RIAs. The firm uses a blend of proprietary ETF-based core models, third-party managers, and option-based strategies, supporting tailored suitability assessments and regular portfolio rebalancing.

William Heath is a CFP® with 41 years of experience in the financial services industry. He has been with Advisory Services Network since 2016 and operates his own businesses, including providing real estate and mortgage brokerage services as well as life, health, and long-term care insurance sales. Advisory Services Network offers investment advisory and planning services to individuals, families, corporations, and employer-sponsored retirement plans through a network of independent investment adviser representatives. The firm’s approach includes a range of portfolio management and financial planning services utilizing various securities and third-party managers.

Jana Albus is a financial advisor with Capital Analysts in Sugarland, TX, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. She has worked with Lincoln Investment Planning, Inc. since 2006. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, custom and model portfolios, and retirement-plan advice through a nationwide network of independent advisors and in-house investment management using a proprietary fund screening process.

David Lee is a CFP® professional with 24 years of industry experience, currently serving at Avidian Wealth Solutions since 2020. He also operates David M. Lee, PC, where he provides tax, accounting, and financial planning services independently. Avidian Wealth Solutions is an SEC-registered advisory firm managing approximately $3.99 billion in assets for individuals, families, businesses, retirement plans, and institutional clients. The firm offers model-based portfolio management, financial planning, and fiduciary ERISA-plan advisory services, and is notable for its roles as a fund sponsor and sub-adviser, alongside affiliated insurance and consulting activities.

Michael Alexander is a ChFC® credentialed financial advisor with 36 years of industry experience. He is currently with PFG Advisors in Houston, TX, and has held roles at firms including CUSO Financial Services, LP, and First Service Credit Union. His career also includes operating under his own name since 1989. PFG Advisors provides fee-based investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, retirement plans, and corporate clients. The firm employs a combination of top-down macroeconomic allocation and fundamental/technical analysis, primarily using index-based ETFs with periodic rebalancing, and offers access to multiple third-party money managers and platforms.

Nicole Nguyen is a financial advisor with Virtue Capital Management, LLC, holding Series 65 and Series 66 credentials and bringing eight years of industry experience. She is also the owner and principal of Meridian Financial Group, where she recommends insurance-based products. Additionally, Nicole is an author of the educational book *Fiscally Fit* and holds a real estate license primarily for market data and analysis purposes related to her rental properties. Virtue Capital Management, LLC serves individuals, trusts, estates, charitable organizations, corporations, qualified retirement plans, and other advisers with customized portfolio management, financial planning, and consulting. The firm employs a multi-team model and manages assets through tactical, strategic, and dynamic approaches supported by an investment committee and due diligence on third-party managers.

Billy Reider Jr. is a financial advisor with Advisory Services Network, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has been with Advisory Services Network since 2016. Advisory Services Network is an enterprise firm serving individuals, families, corporations, charitable organizations, and employer retirement plans through a network of approximately 208 independent Investment Adviser Representatives. The firm offers portfolio management, financial planning, investment and retirement-plan consulting, and third-party manager selection, overseeing about $8.6 billion in client assets.

Caleb Hesseltine is a financial advisor at Strategic Wealth Investment Group, LLC in Houston, TX. He holds a Series 66 designation and has under one year of industry experience. His prior roles include positions at Strategic Wealth Designers, LPL Financial LLC, and National Financial Alliance. Strategic Wealth Investment Group provides discretionary portfolio management and financial planning primarily to individual and high-net-worth clients, also serving corporations and business entities. The firm combines internally developed and third-party model portfolios, using a variety of investment analysis methods, and may delegate trading while retaining overall client suitability responsibility.

Mindy Abraham is a financial advisor at Avidian Wealth Solutions in Houston, TX, holding a Series 65 credential. She has been with Avidian since 2024 and previously worked at Willis Johnson & Associates and the University of Houston. Avidian Wealth Solutions provides investment management, financial planning, and related advisory services to individuals, families, retirement plans, corporations, trusts, and institutional clients. The firm uses a combination of managed model solutions and customized portfolios, includes alternative investments in its offerings, and maintains active roles in pooled and private funds management.

Pablo Ochoa is a financial advisor at Brighton Jones LLC in Houston, TX, holding a Series 65 designation. He has experience working at Fisher Investments and joined Brighton Jones in 2026. Prior to his financial career, he worked in various roles including positions at Texas Tech University and El Bosque Mexican Restaurant. Brighton Jones provides wealth management and financial planning services to individual, high-net-worth, and family-office clients. The firm utilizes a whole-balance-sheet approach and offers discretionary portfolio management, tax preparation, real-estate consulting, and family office administrative support through multiple operating brands.

Joann North is a CFP® with 31 years of experience in financial planning and wealth management. She is currently with Brookwood Investment Group and is the owner of JNorth Financial, LLC, where she focuses on financial planning and wealth management. North also holds a license as an insurance producer, specializing in life, health, and fixed insurance products. Brookwood Investment Group serves individual investors, businesses, and employer-sponsored retirement plans, providing portfolio management and advisory services. The firm customizes portfolios using a mix of passive, active, tactical, and blended strategies and operates a network of partner offices along with several affiliated businesses.

Lee Porter is a financial advisor with Foundations Investment Advisors LLC, holding a Series 65 designation and one year of industry experience. Prior to joining Foundations in 2026, he worked at Vital Retirement Planners, Optimizely, Blizzard Entertainment, and Sprinklr. Foundations Investment Advisors provides financial planning and portfolio management to individual and high-net-worth clients, employer-sponsored retirement plans, and registered investment companies through a large network of affiliated offices. The firm uses a mix of fundamental, technical, and cyclical analysis alongside model portfolios and an asymmetric rebalancing strategy.

Christopher Pham is a financial advisor at Sequent Planning, LLC with two years of industry experience. He holds Series 63 and Series 65 licenses and has prior experience at Mutual of Omaha Investor Services and Futurity First Insurance Company. Outside of advisory work, he is a partner and director of The X-Ray Institute, Inc. and a partner in Noble Duke Ventures, a real estate investment firm. Sequent Planning, LLC (doing business as Futurity First Wealth Management) serves individuals, retirement plan sponsors, businesses, endowments, and nonprofits with asset management and comprehensive retirement-plan services. The firm uses a structured risk framework and a combination of firm-developed and third-party investment models, delivering services through a network of independent adviser representatives.

Nicolas Knapik is a financial advisor at Avidian Wealth Solutions with 21 years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining Avidian Wealth Solutions in 2023, he was with RJ Capital for 11 years. Avidian Wealth Solutions provides investment management and financial planning services to individuals, families, retirement plans, corporations, and institutional clients. The firm utilizes managed model solutions and customized portfolios, incorporates alternative investments, and plays an active role as a sub-advisor and investment manager for pooled and private funds.

Larry Mahoney is a CFP® with 16 years of industry experience, currently serving as an advisor at Gradient Advisors, LLC since 2017. Prior to that, he worked at Tucker Asset Management and has operated his own financial practice since 1987. He is also involved with the American Financial Education Alliance as a chapter president, where he conducts educational seminars. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, offering a largely non-discretionary model with a focus on documenting client objectives and risk tolerance through various analytical tools.

James Latimer Jr. is an Investment Advisor Representative at Siebert AdvisorNXT, LLC. He holds Series 63 and Series 65 licenses and has 29 years of industry experience. He has been associated with Stockcross Financial Services, Inc., Tradestar Investments, Inc., and Fiserv Investor Services, Inc. for over two decades. Siebert AdvisorNXT serves individuals, high-net-worth clients, families, trusts, and business entities through investment supervisory services and managed programs. The firm utilizes a web-based platform incorporating Modern Portfolio Theory and offers access to third-party and independent managers within a wrap-fee structure.

Lionel Kiki is a financial advisor with Avidian Wealth Solutions in Houston, TX, holding a Series 66 license and five years of industry experience. He has previously worked at UBS AG, Fidelity Investments, AllianceBernstein L.P., and D.A. Davidson & Co. Outside of his advisory role, Kiki is the CEO and founder of Kumo Park LLC, a clothing and streetwear business. Avidian Wealth Solutions provides investment management, financial planning, and advisory services to individuals, families, retirement plans, corporations, and institutional clients. The firm offers customized portfolios and managed model solutions, including alternative investments, and plays an active role in pooled and private funds as a sub-advisor and investment manager.

Preston Snow is a Certified Financial Planner (CFP®) with 23 years of industry experience. He is affiliated with Avidian Wealth Solutions and has previously worked at J.P. Morgan Securities. Outside of his advisory role, he owns and oversees farm and ranch activities through PNPR Interest, LLC. Avidian Wealth Solutions is an SEC-registered firm serving individuals, high-net-worth families, businesses, retirement plans, and institutional clients. The firm employs primarily model-based managed solutions supplemented by sub-advisors and separately managed accounts, and it also acts as a fund sponsor and sub-adviser, providing a range of investment management and financial planning services.