Rex Hinshaw is a financial advisor with Momentum Independent Network Inc. in Houston, TX, holding a Series 63 designation and bringing 40 years of industry experience. He has been with Momentum Independent Network since 2015. Outside of his advisory role, he serves as executor for family estates without compensation. Momentum Independent Network serves a diverse client base including individual, high-net-worth, charitable, corporate, institutional, and banking/thrift clients, offering investment advisory programs, managed accounts, financial planning, and brokerage services. The firm utilizes a platform model with third-party managers and Envestnet for portfolio management and integrates with Hilltop affiliates for municipal bond strategies and cash management solutions.

Johnathan Schnitzer is a financial advisor with Americana Partners, LLC, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments and Morgan Stanley, as well as work with PGA Tour Latino America. Americana Partners provides financial planning, consulting, and discretionary investment and wealth management services to individuals—including high-net-worth and ultra-high-net-worth international clients—as well as trusts, estates, charitable organizations, and business entities. The firm tailors portfolios to clients’ risk tolerances and objectives, utilizing a broad range of investment vehicles and third-party managers, and is notable for managing multiple unregistered private pooled investment vehicles for accredited investors.

Maria Barrientos is a financial advisor at Americana Partners, LLC in Houston, TX, holding a Series 66 designation with 10 years of industry experience. Her career includes roles at Morgan Stanley and Oppenheimer, among others. She is a founding director and 50% co-owner of Scheiron Transportation Inc., a trucking company managed by her spouse. Americana Partners provides financial planning, consulting, discretionary investment, and wealth management services to individuals—including high-net-worth and ultra-high-net-worth international clients—as well as corporations, trusts, estates, and charitable organizations. The firm customizes portfolios using a range of investment vehicles and offers family-office administrative services integrated through recent acquisitions.

Nelson Negron Jr. is a financial advisor with OneAscent Financial Services LLC in Houston, TX, holding a Series 66 designation and 15 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, LPL Financial, and Morgan Stanley. He volunteers at Foundations Christian Academy. OneAscent Financial Services LLC is a multi-team registered investment adviser serving individuals, retirement plans, trusts, broker/dealers’ customers, and institutions. The firm offers discretionary and non-discretionary asset management, financial planning, and Unified Managed Account solutions, using both advisor-managed and model-based investment approaches.

Oliver Bakker is a financial advisor at Sowell Management with two years of industry experience. He holds a Series 65 credential and has prior experience at Weaver and Tidwell, L.L.P., Weaver Capital Advisors, Kelly Partners Chartered Accountants, and Star Beta. 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 model portfolios, sub-advisory relationships, and unified managed account solutions through multiple platforms.

Urte Zakarauskaite is a financial advisor at Americana Partners, LLC with a Series 65 designation and two years of industry experience. Before joining Americana Partners in 2023, she worked at Keebeck Wealth Management and DevBridge. Americana Partners provides financial planning, consulting, and discretionary investment and wealth management services to individuals, trusts, estates, charitable organizations, and business entities. The firm customizes portfolios based on client risk tolerances and objectives, utilizing a range of investment vehicles including mutual funds, ETFs, individual securities, and third-party managers, and serves high-net-worth and ultra-high-net-worth clients, including international investors.

Ronald Thacker is a financial advisor at Americana Partners, LLC in Houston, TX, with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Morgan Stanley and Purshe Kaplan Sterling Investments. Americana Partners provides financial planning, consulting, and discretionary investment and wealth management services to individuals—including high-net-worth and ultra-high-net-worth international clients—as well as trusts, estates, charitable organizations, and business entities. The firm offers tailored portfolios and manages multiple private pooled investment vehicles for qualified investors.

Mary Stone is a financial advisor at B. Riley Wealth Advisors, Inc. in Houston, TX, with 43 years of industry experience. She holds Series 63 and Series 65 designations. Prior to joining B. Riley Wealth Advisors in 2022, she worked at National Asset Management and United Advisors Services, LLC. She is also a partner at Consilience Asset Management, an investment advisory business based in Buffalo, NY. B. Riley Wealth Advisors serves a diverse client base including individuals, pension plans, trusts, charitable organizations, and corporate clients. The firm offers a range of investment programs and financial planning services, managing approximately $4.21 billion in assets through around 173 advisors.

Richard Precious is a financial advisor at Madison Partners in Houston, TX, with 16 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at firms including LPL Enterprise, Bank of America, Merrill, Frost Brokerage Services, and Wells Fargo. He serves as a board member for the Eado Edge Homeowners Association. Madison Partners provides wealth management, discretionary portfolio management, and financial planning to a diverse client base that includes individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm employs a customized, primarily long-term investment approach utilizing ETFs, mutual funds, individual equities, fixed income, alternatives, and legacy positions, often implementing strategies through third-party sub-advisers and model portfolios.

William Busch is a CFP® with 18 years of industry experience. He is currently with Americana Partners, LLC, where he has worked since 2019, and previously spent ten years at Morgan Stanley. His other business activities include serving as an insurance agent through Americana Partners Planning Strategies. Americana Partners provides financial planning, consulting, discretionary investment, and wealth management services to individuals—including high-net-worth and ultra-high-net-worth international clients—as well as corporations, trusts, estates, and charitable organizations. The firm customizes portfolios using a variety of investment vehicles and integrates alternative investments, third-party managers, and held-away assets into client strategies.

Fatina Benjamin is a financial advisor with Americana Partners, LLC in Houston, TX, holding Series 63 and Series 66 licenses and 19 years of industry experience. She previously worked at Morgan Stanley and Morgan Stanley Smith Barney for over a decade before joining Americana Partners and Purshe Kaplan Sterling Investments in 2019. She is a member of the Schwab Client Experience Panel, providing feedback to enhance Schwab’s products and services. Americana Partners offers financial planning, consulting, and discretionary investment and wealth management services to individuals, trusts, estates, charitable organizations, and business entities, including high-net-worth and ultra-high-net-worth international clients. The firm customizes portfolios across a range of investment types and manages multiple private pooled investment vehicles for accredited investors.

Tamara Dupont is a financial advisor at Americana Partners, LLC in Houston, TX, holding a Series 66 designation with 20 years of industry experience. Her prior experience includes roles at Merrill Lynch, Bank of America, and Purshe Kaplan Sterling Investments. Americana Partners provides financial planning, consulting, and discretionary investment and wealth management services to individuals—including high-net-worth and ultra-high-net-worth international clients—as well as trusts, estates, charitable organizations, and business entities. The firm customizes portfolios based on clients’ risk tolerances and objectives, utilizing a range of investment vehicles and third-party managers, and serves as adviser to multiple private pooled investment vehicles.

Robert Stillwell is a financial advisor at Americana Partners, LLC in Houston, TX, holding Series 63 and Series 65 licenses with four years of industry experience. Prior to joining Americana Partners, he worked at Cadre Energy, Amplify Energy, and Memorial Production Partners. Americana Partners provides financial planning, consulting, and discretionary investment and wealth management services to individuals, trusts, estates, charitable organizations, and business entities. The firm offers tailored portfolios that incorporate a wide range of investment vehicles and serves as investment manager or adviser to multiple unregistered private pooled investment vehicles for accredited investors.

Mark Vuskov is a financial advisor with Independent Solutions Wealth Management, LLC in Houston, TX, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He worked at NEXT Financial Group, Inc for 12 years and Visionary Asset Management for 6 years prior to joining his current firm in 2026. Independent Solutions Wealth Management LLC is an SEC-registered advisory firm serving individuals, high-net-worth clients, corporate pension and profit-sharing plans, and trusts. The firm focuses on strategic asset allocation and manager selection through an in-house due diligence process, offering services such as mutual fund, ETF and stock portfolio management, tactical portfolio strategies, and third-party manager selection.

Coby Culpepper is a financial advisor at Foundations Investment Advisors LLC with nine years of industry experience. He holds a Series 66 designation and has worked at Edward Jones, AE Wealth Management, and Impact Partners Financial, where he also engages in insurance sales. Foundations Investment Advisors LLC provides financial planning and portfolio management to individuals, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm utilizes a combination of fundamental, technical, and cyclical analysis alongside model portfolios and an asymmetric rebalancing approach.

Mark Monroe is a financial advisor at Americana Partners, LLC with seven years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley Private Bank, N.A. and Cornerstone Global Commodities. Outside of his advisory work, Monroe manages a rental property in Houston, Texas. Americana Partners provides financial planning, consulting, and discretionary investment and wealth management services to individuals—including high-net-worth and ultra-high-net-worth international clients—as well as trusts, estates, charitable organizations, and business entities. The firm customizes portfolios based on clients’ risk tolerances and objectives and offers access to a range of investment vehicles, including private pooled investment funds for accredited investors.

Harry Coussou Jr. is a financial advisor with Royal Fund Management, LLC in Houston, TX, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His prior roles include positions at AE Wealth Management, Safe Harbor Estate & Retirement Planners (which he owns but is currently inactive in), Horter Investment Management, Principal Financial Services, and 1717 Capital Management Company. He is also a licensed insurance agent focusing on annuities and life insurance. Royal Fund Management serves individual investors, corporations, and retirement plans by providing portfolio management, financial planning, and pension consulting. The firm employs a range of strategies tailored to client risk tolerance, including fundamental, technical, and cyclical analysis, and manages client portfolios under written Investment Policy Statements.

Jean Malo is a CFA® charterholder with 21 years of industry experience. He has worked at Americana Partners, LLC since 2021 and previously held roles at Avalon Investment & Advisory and Actelion Ltd. He is based in Houston, TX. Americana Partners provides financial planning, consulting, and discretionary investment and wealth management services to individuals, trusts, estates, charitable organizations, and business entities. The firm offers tailored portfolio management across a range of investment products and serves multiple unregistered private pooled investment vehicles for qualified investors.

Alan Olson is a financial advisor at Royal Fund Management, LLC in Houston, TX, with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Royal Fund Management since 2014. Outside of his advisory role, Olson is also an insurance agent operating a separate insurance services business. Royal Fund Management serves individuals, corporations, pension and profit-sharing plans, and charitable organizations by providing portfolio management, financial planning, and pension consulting. The firm employs a range of investment strategies, including fundamental, technical, and cyclical analysis, and offers unique access to select non-traded REITs and an options-writing overlay for enrolled clients.

Damian Aldridge is a CFP® and holds a Series 65 license, with eight years of experience in the financial industry. He is affiliated with Northwest Asset Management and also works part-time as a Design Consultant for Aldridge Electric, an electrical engineering and contracting company. In this role, he revises signal design documents for a project in the New York/New Jersey area. Northwest Asset Management is a registered investment adviser managing approximately $3.6 billion for nearly 3,000 clients, including individuals, pension plans, charities, and corporations. The firm offers a range of services such as investment management, retirement and financial planning, and ERISA consulting, employing a fiduciary, customized approach that incorporates Modern Portfolio Theory and strategic asset allocation.