Thomas Brown is a financial advisor at Avidian Wealth Solutions with 15 years of industry experience. He holds a Series 65 designation and previously worked at RJ Capital, LLC for 12 years before joining Avidian. Avidian Wealth Solutions is an SEC-registered advisory firm serving individuals, high-net-worth families, businesses, retirement plans, and institutional clients. The firm manages approximately $3.99 billion in assets using model-based managed solutions, sub-advisors, and tailored allocations, while also acting as a fund sponsor and sub-adviser to affiliated funds.

James Atkinson is a financial advisor at Avidian Wealth Solutions in Houston, TX, holding Series 63 and Series 66 credentials with 30 years of industry experience. He has worked at Avidian Wealth Solutions (formerly STA Wealth Management, LLC) since 2019 and previously at Fidelity Brokerage Services LLC from 2013 to 2018. Avidian Wealth Solutions is an SEC-registered advisory firm serving individuals, high-net-worth families, businesses, retirement plans, and institutional clients. The firm offers investment management, financial planning, and fiduciary advisory services, employing model-based managed solutions supplemented by sub-advisors and separately managed accounts.

Donald Blake is a financial advisor with Momentum Independent Network Inc. He holds Series 63 and Series 65 licenses and has 48 years of industry experience. Since 2010, he has been affiliated with Sws Financial Services. Outside of his advisory work, Blake serves as a board member and assistant treasurer for the Harris County Hospital District Foundation, a charitable organization in Houston. Momentum Independent Network serves a diverse client base including individual, high-net-worth, charitable, corporate, institutional, and banking clients. The firm offers a range of advisory and brokerage services, utilizing third-party managers and technology platforms to deliver customized investment programs and account management.

Roberto Arenivas is a CFP® professional with nine years of industry experience, currently serving at Avidian Wealth Solutions in Houston, TX. His prior experience includes roles at Mercer Global Advisors and Kanaly Trust. Avidian Wealth Solutions provides investment management, financial planning, and advisory services to individuals, families, retirement plans, corporations, trusts, and institutional clients. The firm combines managed model solutions and customized portfolios, utilizes third-party sub-advisors, and actively manages pooled and private funds.

Lesley Groux is a financial advisor with CORDA Investment Management, LLC, holding Series 63 and Series 65 licenses and having nine years of industry experience. Prior to joining CORDA in 2025, Lesley worked at Hines Securities Inc. and Hines Private Wealth Solutions LLC. 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, along with pension consulting, tax preparation, and access to attorney-led estate-planning services.

Carter Blackburn is a financial advisor with Avidian Wealth Solutions in Houston, TX, holding Series 65 and Series 66 designations and bringing nine years of industry experience. He has been with Avidian Wealth Solutions, formerly STA Wealth Management, since 2017. Outside of his advisory role, Carter owns Blackburn Productions, through which he performs as an illusionist and magical entertainer. Avidian Wealth Solutions offers investment management, financial planning, and advisory services to individuals, families, retirement plans, pooled investment vehicles, corporations, trusts, and institutional clients. The firm combines managed model solutions with customized portfolios and actively manages pooled and private funds, providing a range of investment options supported by an investment committee and third-party sub-advisors.

Cody Cox is a financial advisor with Geneos Wealth Management, Inc., holding a Series 66 designation and bringing 13 years of industry experience. His career includes two separate tenures at Geneos Wealth Management as well as roles at Cox Global Associates Inc. Outside of his advisory work, he serves as Vice President and Managing Director of Pin Oak Atrium Building Ltd and works as a ranch hand for Cox Excalibur Brangus LLC. Geneos Wealth Management is an SEC-registered investment adviser serving individuals, trusts, estates, corporations, pension and profit-sharing plans, and other institutions. The firm offers financial planning, portfolio management, and referrals to third-party money managers, utilizing a mix of fundamental and technical analysis along with long- and short-term strategies.

Misty Garza is a CFP® with 25 years of industry experience, currently serving at Bogart Wealth, LLC since 2022. Her prior roles include positions at Selah Financial Services, Fidelity, and Ameriprise. Bogart Wealth provides financial planning, consulting, and comprehensive wealth management to individuals, trusts, estates, and charitable organizations, serving both non‑HNW and high‑net‑worth clients. The firm combines passive and active investment strategies through model portfolios overseen by an Investment Portfolio Committee and offers additional services including direct indexing, structured notes, and alternative strategies.

Jason Iacobucci is a financial advisor at CORDA Investment Management, LLC with 22 years of industry experience. He has held roles at CORDA since 2009 and previously worked at TD Ameritrade in various capacities from 2003 to 2008. He holds the Series 63 and Series 66 designations. CORDA Investment Management is a multi-team registered investment adviser managing approximately $2.0 billion in assets for over 1,300 clients. The firm provides discretionary portfolio management and integrated financial planning, serving individual and pension plan clients with customized investment strategies and additional services such as tax preparation and attorney-led estate planning.

James Patterson is a financial advisor with Avidian Wealth Solutions in Houston, TX, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has been with Streettalk Advisors, LLC since 2009. Outside of his advisory role, Patterson hosts a weekly market commentary show, "Streettalk Live," on KSEV 700AM. Avidian Wealth Solutions is an SEC-registered firm serving individuals, high-net-worth families, businesses, retirement plans, and institutional clients. The firm offers investment management and financial planning services, utilizing model-based managed solutions alongside sub-advisors and tailored allocations.

Brian Hays is a financial advisor with Mutual Advisors, LLC in Houston, TX, holding Series 63 and Series 65 designations and 23 years of industry experience. His career includes roles at Rosehill Asset Management, Wfga, Polaris Wealth Advisory Group, Greystone Financial Group, LPL Financial, Amegy Investments, and Zions Capital Advisors. He is the sole owner of Haysvest, LLC, a personal oil and gas well investment business. Mutual Advisors, LLC serves a diverse client base ranging from individual investors to institutional clients, offering asset management, financial planning, and ERISA plan consulting. The firm manages portfolios using both active and passive strategies with multiple analytical approaches and is notable for its scale of institutional assets under management and its service to less common institutional clients, including sovereign wealth funds.

Gerardo Martinez is a financial advisor at CORDA Investment Management, LLC based in Houston, TX, with five years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Brighton Jones, PricewaterhouseCooper, DoorDash, and Dunkin Donuts. 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 provides discretionary portfolio management and integrated financial planning to individuals, including high-net-worth clients, and offers pension consulting, tax preparation, and estate-planning document services.

Christopher Roberts is a financial advisor at Avidian Wealth Solutions in Houston, TX, holding a Series 65 designation with eight years of industry experience. He has been with Avidian Wealth Solutions and its predecessor firms since 2017. Avidian Wealth Solutions provides investment management, financial planning, and advisory services to individuals, families, retirement plans, corporations, trusts, and institutional clients. The firm employs a combination of managed model solutions and customized portfolios, including alternative investments, and maintains active roles with pooled and private funds.

Kevin Hopkins is a financial advisor at CORDA Investment Management, LLC with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including Scottrade, TD Ameritrade, Fidelity, and Chase Investment Services. Hopkins has been with CORDA since 2018. CORDA Investment Management is a multi-team registered investment adviser managing approximately $2.0 billion in client assets for over 1,300 clients through a team of around 30 advisors. The firm offers discretionary portfolio management and integrated financial planning for individuals and retirement plans, utilizing customized investment strategies such as long- and short-term trading, options, direct indexing, and long/short approaches.

Precious Stansberry is a financial advisor at SVB Wealth with Series 63 and Series 65 licenses and four years of industry experience. She has held roles at notable firms including First Citizens Bank, Exxon, Boeing, PwC, and Cisco. She also serves as an Affluent Wealth Advisor at First Citizens Investor Services, providing comprehensive wealth management and financial planning to high-net-worth and innovation economy clients. SVB Wealth LLC offers wealth management, portfolio management, financial planning, and retirement plan advisory services to individuals, trusts, estates, charitable organizations, and corporate clients. The firm employs a due diligence process to select third-party managers and is a wholly owned subsidiary of First Citizens Bank, integrating banking and investment services.

Patrick Meraz is a financial advisor at PFG Advisors in Houston, TX, holding a Series 66 designation with two years of industry experience. Prior to joining PFG Advisors, he worked at United Planners, OSAIC, and First Service Credit Union. PFG Advisors provides fee-based investment advisory services to a diverse client base including individuals, retirement plans, trusts, charitable organizations, corporations, and financial institutions. The firm delivers its investment approach through a network of representatives who utilize model portfolios and third-party managers, emphasizing macro allocation with index-based ETFs and multiple platform offerings.

Jeffery Musgrove is a financial advisor at Simplicity Wealth with 10 years of industry experience and holds a Series 65 designation. He has worked at several firms including AE Wealth Management and Gradient Advisors. Outside of his advisory role, he manages Tactical Marketing and Management Associates LLC, a marketing business. Simplicity Wealth serves a diverse client base including individual investors, retirement plans, and institutional clients. The firm employs a fund-of-funds approach using ETFs, mutual funds, and individual securities, offering model portfolios with ongoing monitoring, and provides technology and operational support to other advisors through its managed account platform.

Sergio Sosa is a financial advisor with Bolton Securities Corporation in Houston, TX, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. He has worked at Bolton Global Asset Management and Bolton Global Capital since 2018, and previously at JP Morgan Securities LLC and JP Morgan Chase Bank from 2012 to 2018. Outside of his advisory work, he is co-owner and manager of Teak Accents, LLC, a business focused on building and selling home accents. 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, and retirement plans. The firm’s advisor-driven approach customizes portfolios using mutual funds, ETFs, equities, and fixed-income securities, balancing long-term orientation with tactical trading and rebalancing.

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.

Hector Luna is a financial advisor at Merit Financial Advisors in Houston, TX, holding Series 63 and Series 65 licenses with 14 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, Fidelity Personal and Workplace Advisors, and LPL Financial. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, employer-sponsored retirement plans, ESOPs, and institutional clients. The firm’s investment approach focuses on long-term, diversified asset allocation using centrally managed sleeves and model portfolios, with oversight by an internal investment team and committee.