Craig Fowlkes is a financial advisor at CORDA Investment Management, LLC with 11 years of industry experience. He holds the Series 63 and Series 65 licenses and has been with CORDA since 2015. CORDA Investment Management is a multi-team registered investment adviser managing approximately $2.0 billion in assets for about 1,359 clients through a team of roughly 30 advisors. The firm offers discretionary portfolio management, integrated financial planning, pension consulting, tax preparation, and access to attorney-led estate-planning services, using a range of investment strategies including long- and short-term trading, options strategies, and direct indexing.

Madison Kiani is a financial advisor at CORDA Investment Management, LLC with three years of industry experience. Prior to joining CORDA in 2025, Madison worked at Dimensional Fund Advisors for three years and has a Series 66 credential. Outside of her advisory role, she has a background that includes employment at Woods Tennis Center from 2016 to 2020. 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, tax preparation, and attorney-led estate-planning services.

Tiffany Taylor is a financial advisor with MissionSquare Retirement, holding Series 66 and Series 63 licenses and bringing 20 years of industry experience. She has previously worked at Empower Financial Services, Trinity Portfolio Advisors, MassMutual Life Insurance Company, Merrill, and Ameriprise. Outside of her advisory role, she serves as an ambassador for FASTer Way to Fat Loss, a weight loss program. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering retirement plans and providing plan administration, recordkeeping, education, and advisory services. Guided Pathways Advisory Services, delivered through multiple channels, offers personalized investment advice and managed accounts developed by Morningstar Investment Management.

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.

Dennis Greensage is a financial advisor at Symphony Financial, Ltd. Co. with 43 years of industry experience. He holds a Series 63 designation and has worked at Symphony Financial since 2014 and LPL Financial since 2004. Greensage is involved with The Greensage Group, a business that handles non-variable insurance and related activities. Symphony Financial serves individuals, trusts, estates, charitable organizations, and business entities through discretionary portfolio management, financial planning, and consulting. The firm offers multi-family office services and coordinates with outside specialists, applying a long-term investment philosophy using a variety of investment vehicles and fiduciary services.

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 at Virtue Capital Management, LLC with eight years of industry experience. She holds Series 66 and Series 65 licenses and has previously worked at Meridian Financial LLC and Insurmark Inc. Outside of her advisory role, she is the author of the educational book *Fiscally Fit*. Virtue Capital Management serves individuals, trusts, estates, charitable organizations, corporations, and qualified retirement plans by providing discretionary and non-discretionary portfolio management, financial planning, and consulting services. The firm uses a multi-team model and combines tactical, strategic, and dynamic investment approaches, supported by due diligence on third-party managers and ongoing client education.

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.

Javier Parada is a financial advisor at CORDA Investment Management, LLC with 18 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Fidelity Investments for 17 years before joining CORDA in 2024. 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, and provides pension consulting, tax preparation, and estate-planning document services.

Kristen Shepherd is a financial advisor at Wealthcare Advisory Partners LLC with 11 years of industry experience. She holds a Series 66 designation and has previously worked with 1st Global Advisors, Inc and Beacon Wealth Management, LLC. Wealthcare Advisory Partners LLC manages approximately $6.0 billion in client assets through a team of over 150 advisors, serving individuals, trusts, retirement plans, charitable organizations, and businesses. The firm combines a goals-based, client-centered planning process with an evidence-based investment framework, utilizing proprietary quantitative measures alongside fundamental and technical analysis to construct long-term portfolios.

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.

Cindy Day is a financial advisor with Wealthcare Advisory Partners LLC in Houston, TX, holding a Series 66 designation and 16 years of industry experience. Her prior work includes roles at LPL Financial, 1ST Global Advisors, and Kenneth Day CPA. She also owns a bookkeeping business. Wealthcare Advisory Partners manages approximately $6.0 billion in client assets through a team of over 150 advisors, serving individuals, trusts, retirement plans, and businesses with wealth management, financial planning, and access to alternative investments. The firm employs a goals-based planning process supported by proprietary software and an evidence-based investment framework.

Juan Munoz is a CFP®-certified financial advisor with 16 years of industry experience. He is currently with The Wealth Consulting Group, having previously worked at Capital Asset Advisory Service, The Noble Group, Raymond James Financial Services Advisors, and SAGEPOINT FINANCIAL. Munoz provides investment advisory services through WCG Wealth Advisors, LLC. The Wealth Consulting Group offers fee-based wealth management, portfolio management, financial planning, and retirement-plan advisory services to a diverse client base, including individuals, corporate and plan sponsors, charities, trusts, and estates. The firm employs a tailored investment process that integrates fundamental, technical, macroeconomic, and quantitative analysis, and it supports clients through multiple custodial platforms and sponsored programs.

Pablo Ochoa is a financial advisor with Brighton Jones LLC in Houston, holding a Series 65 designation and one year of industry experience. Prior to joining Brighton Jones, he worked at Fisher Investments for four years and has a background including roles outside finance such as at El Bosque Mexican Restaurant. Brighton Jones provides wealth management and financial planning services to individual, high-net-worth, and family-office clients through multiple operating brands. The firm offers a whole-balance-sheet approach and discretionary portfolio management, along with access to affiliated private investment funds, trust services, and legal support.

Gabriel Carbone is a financial advisor at Avidian Wealth Solutions in Houston, TX, holding a Series 65 designation with one year of industry experience. Prior to joining Avidian Wealth Solutions in 2026, he worked at Chilton Capital Management LLC from 2024 to 2026 and was affiliated with Thomas Howell Ferguson between 2015 and 2024. Avidian Wealth Solutions provides investment management, financial planning, and advisory services to individuals, families, retirement plans, pooled investment vehicles, corporations, trusts, and other institutional clients. The firm employs a combination of managed model solutions and customized portfolios, utilizing third-party sub-advisors and alternative investments, and maintains an active role with pooled and private funds.

Christian Smaistrla is a financial advisor with LPL Financial in Tomball, TX, holding a Series 63 designation and 27 years of industry experience. He has worked at LPL Financial since 2004 and at Symphony Financial, Ltd. Co. since 2014. In addition to his advisory work, he is involved in non-variable insurance sales. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Michael Burke is a financial advisor with Bolton Securities Corporation, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has been associated with Bolton Global Asset Management and Bolton Global Capital Inc. since 2006. Outside of his advisory role, Burke is a co-owner and active director of Champions Golf Club, Inc., a private golf club in Houston, TX, where he dedicates significant time to management and decision-making. He is also the founder of the Round Up Golf Charity, a nonprofit organization for personal charitable donations. 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, retirement plans, and financial institutions. The firm’s investment approach is IAR-driven, tailoring portfolios to client goals and risk tolerance with a focus on mutual funds, ETFs, equities, and fixed-income securities, while allowing tactical trading and rebalancing.

Catherine Patrick is a CFP® with 16 years of experience in the financial services industry. She is currently with CORDA Investment Management, LLC and previously worked at MML Investors Services LLC (Bluecrest Financial Alliances) and MassMutual Life Insurance Co for over ten years. CORDA Investment Management is a multi-team registered investment adviser managing approximately $2.0 billion in assets for around 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, tax preparation, and attorney-led estate-planning services.

Joann North is a CFP® with 31 years of industry experience, currently serving as a financial advisor at Brookwood Investment Group. She has worked with several firms including Redwood Private Wealth, Horter Investment Management, and Cetera Advisor Networks. In addition to her advisory role, she owns JNorth Financial, LLC, a financial planning and wealth management business. Brookwood Investment Group provides portfolio management, financial planning, and retirement plan advisory services to individual investors, businesses, and employer-sponsored plans. The firm customizes portfolios using a range of active, passive, and tactical strategies, and offers both discretionary and non-discretionary management, with ongoing monitoring and due diligence on recommended managers.

Sean Perez is a financial advisor with Gradient Securities, LLC, holding a Series 66 license and 20 years of industry experience. He has been with Gradient Securities since 2016. In addition to his advisory role, he is also licensed as an insurance agent and sells fixed insurance products. Gradient Securities, LLC, doing business as Gradient Wealth Management, provides financial planning, consulting, non-discretionary asset management, and ERISA 3(21) retirement-plan advisory services to individuals, pension plans, trusts, estates, and business entities. The firm emphasizes a non-discretionary investment model and combines fundamental, technical, and cyclical analysis, often utilizing third-party managers.