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 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.

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 industry experience, currently serving as a financial advisor at CORDA Investment Management, LLC. She previously worked for MML Investors Services LLC (Bluecrest Financial Alliances) and MassMutual Life Insurance Company for ten years and spent time at Ameriprise early in her career. CORDA Investment Management is a multi-team registered investment adviser managing approximately $2.0 billion in client assets for individuals, including high-net-worth clients, and provides discretionary portfolio management, financial planning, pension consulting, and tax preparation services. The firm employs a range of investment strategies, including options and direct indexing, and offers integrated estate-planning document services through an attorney-led partnership.

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.

Michael Ritchie is a financial advisor with Sequent Planning, LLC holding a Series 65 designation and two years of industry experience. He previously worked at Brookstone Capital Management and has additional professional experience as a licensed mortgage loan originator, real estate agent, and professional engineer. Sequent Planning, LLC, operating as Futurity First Wealth Management, serves individuals, retirement plan sponsors, businesses, endowments, and nonprofits. The firm offers asset management, financial planning, and retirement-plan services through a network of independent advisers using a structured risk framework and diversified investment approaches.

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.

Maria Northam is a financial advisor with Bolton Securities Corporation in Houston, TX, holding Series 63 and Series 65 licenses and 31 years of industry experience. She has been associated with Bolton Global Asset Management and Bolton Global Capital Inc. since 2011. Outside of her advisory role, she is the owner and managing director of Alphana Group, LLC, which manages a residential rental property. 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 banks. The firm’s approach involves tailoring portfolios to client goals and risk tolerance through a mix of mutual funds, ETFs, equities, and fixed-income securities, with access to third-party managers and wrap-fee platforms.

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.

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.

Johnnie Driver III is a financial advisor at CORDA Investment Management, LLC, holding a Series 66 license and bringing 20 years of industry experience. His prior roles include positions at Charles Schwab and TD Ameritrade. 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 for individuals, including high-net-worth clients, as well as pension consulting and tax preparation services.

Ross Richardson is a CFP® professional with 25 years of industry experience, currently serving at Apella Wealth since 2024. He previously worked at Pembroke Advisors, Inc. for 21 years. In addition to his advisory role, Mr. Richardson is an instructor for Dobbs Education, LLC, supporting students in Yale School of Management’s Certified Private Wealth Advisor (CPWA) program. Apella Wealth serves a diverse client base including individuals, retirement plan sponsors, foundations, and institutions, offering discretionary and non-discretionary investment management and consulting. The firm uses a model-driven, quantitative investment approach with factor-oriented equity strategies and customized portfolio solutions, supported by advanced technology integrations and an institutional client focus.

Kevin Whitworth is a financial advisor at Arkadios Wealth Advisors in Cypress, TX, holding a Series 65 designation with seven years of industry experience. His prior roles include positions at TRB Wealth Management, LLC, OBS Financial, Texas Regional Bank, and Vantage Bank Texas. Arkadios Wealth Advisors is an SEC-registered, multi-team firm serving individuals, trusts, businesses, corporations, and retirement plans. The firm offers customized investment plans implemented through various managed accounts and programs, combining fundamental, technical, and cyclical investment analysis.

Stephen O’dell is a CFP®-certified financial advisor with seven years of industry experience, currently associated with Brighton Jones LLC since 2022. Before joining Brighton Jones, he worked for Stages of Recovery, Inc. for ten years. Brighton Jones provides wealth management and financial planning services to individual, high-net-worth, and family-office clients through multiple operating brands, offering comprehensive solutions including discretionary portfolio management, tax preparation, real estate consulting, and family office administrative support. The firm employs a whole-balance-sheet approach and manages a diverse mix of public and private investments, supported by an affiliated ecosystem of specialized entities.

Vernon Roberts is a financial advisor at CORDA Investment Management, LLC with 41 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Valic Financial Advisors, GFS Advisors LLC, and Stanford Group Company. Roberts has been with CORDA Investment Management since 2022. 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 for individuals, including high-net-worth clients, as well as pension consulting, tax preparation, and access to attorney-led estate planning services.

Douglas Williams is a financial advisor at Retirement Planners of America with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Metropolitan Capital Advisors and Texture. Retirement Planners of America offers discretionary portfolio management and financial planning to individuals, high-net-worth clients, and retirement plan participants, primarily through a wrap-fee investment program. The firm employs an “Invest and Protect” approach focused on capital preservation and tactical rebalancing, utilizing model portfolios composed largely of ETFs and mutual funds.