David Sabonghy is a financial advisor with Waterloo Capital in Sugar Land, TX, holding a Series 66 designation and 24 years of industry experience. His prior roles include positions at Avidian Wealth Solutions, Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Ameriprise. Outside of advisory work, he is president of Sabonghy Interests LLC, an oil and gas business. Waterloo Capital is a multi-advisor firm serving entrepreneurs, high-net-worth individuals, trusts, and institutional clients. The firm offers customized investment management and financial planning, emphasizing long-term strategic portfolios with periodic rebalancing and providing access to third-party sub-advisers, educational seminars, and referrals for tax and lending solutions.

Matthew Lankford is a financial advisor at Avidian Wealth Solutions with 23 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at RJ Capital for 11 years. Lankford has also been involved with BKLM Financial Consulting, a business consulting firm focused on financial services, though this activity has been inactive since 2016. 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, utilizing model-based managed solutions and sub-advisory relationships, and operates both as a fund sponsor and sub-adviser.

Gregory Litts is a financial advisor at Avidian Wealth Solutions in Houston, TX, with 20 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at RJ Capital for 21 years before joining Avidian Wealth Solutions in 2023. Avidian Wealth Solutions is an SEC-registered advisory firm serving individuals, high-net-worth families, businesses, retirement plans, and institutional clients. The firm employs model-based managed solutions supplemented by sub-advisors and separately managed accounts, and it acts as both a fund sponsor and sub-adviser, managing affiliated funds and offering a range of investment and insurance-related services.

John David is a CFP®-designated financial advisor at Bogart Wealth, LLC with one year of industry experience. Prior to joining Bogart Wealth in 2026, he worked for Charles Schwab & Co., Inc. from 2022 to 2025. Bogart Wealth provides financial planning, consulting, and comprehensive wealth management services to individuals, trusts, estates, and charitable organizations. The firm manages approximately $3.19 billion in client assets using firm model portfolios that combine passive and active strategies, equity selection through fundamental and technical analysis, and top-down economic asset allocation.

Keane Le Pham is a CFP® professional with two years of experience in the financial services industry, currently with Mutual of Omaha Investor Services, Inc. He has over a decade of experience as an insurance agent specializing in life, health, and annuity products. Le Pham also participates in a mortgage lead incentive program by submitting qualified mortgage leads to Mutual of Omaha Mortgage. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm operates primarily through platform relationships with Envestnet and Pershing, delivering managed solutions that incorporate third-party money manager relationships and MOIS-approved model portfolios.

Jonathan English is a financial advisor with CreativeOne Wealth, LLC, holding Series 65 and Series 66 licenses and 15 years of industry experience. He has previously worked at Corda Investment Management and several other firms before joining CreativeOne Wealth. In addition to his advisory role, he is involved with LUCA Financial, focusing on accounting and tax advisory services. 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 employs a variety of investment strategies, including proprietary ETF-based models and third-party managers, supported by a platform that facilitates tailored suitability assessments and regular portfolio rebalancing.

Rafael Balderrabano is a financial advisor with PFG Advisors in Houston, TX, holding Series 63 and Series 65 licenses and 18 years of industry experience. His career includes roles at United Planners, CUSO Financial Services, and CUNA Brokerage Services, among others. 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 macroeconomic allocation and fundamental/technical analysis, principally utilizing index-based ETFs with periodic rebalancing, and offers access to various third-party money managers and platforms.

Clayton Moyer is a CFP® professional with 17 years of industry experience, currently serving as an advisor at Avidian Wealth Solutions since 2021. Prior to this, he spent 13 years at Fca Corp. Avidian Wealth Solutions is an SEC-registered advisory firm with 32 advisors managing approximately $3.99 billion in assets. The firm provides investment management, financial planning, and fiduciary advisory services to individuals, families, businesses, retirement plans, and institutional clients, utilizing model-based managed solutions, sub-advisors, and tailored allocations.

Andrei Costas is a financial advisor at Avidian Wealth Solutions in Houston, TX, holding a Series 65 credential with two years of industry experience. He has been with Avidian Wealth Solutions since 2014 and also worked at Clearview Circle Capital, LLC from 2014 to 2020. Avidian Wealth Solutions provides investment management, financial planning, and advisory services to a broad range of clients, including individuals, families, retirement plans, corporations, and institutional investors. The firm uses a combination of managed model solutions and customized portfolios, incorporates alternative investments, and plays an active role with pooled and private funds through sub-advisory and fund management activities.

David Gonzalez is a Series 66-credentialed advisor with 21 years of industry experience. He is currently with STA Wealth Management, LLC and has prior experience at J.P. Morgan Securities. Avidian Wealth Solutions provides investment management, financial planning, and related advisory services to a diverse client base, including individuals, families, retirement plans, corporations, and institutional clients. The firm employs a combination of managed model solutions and customized portfolios, incorporates third-party sub-advisors, and actively manages pooled and private funds.

Nicole Smith is a financial advisor with Merit Financial Advisors in Houston, TX, holding a Series 66 credential and six years of industry experience. She has worked at several firms including Commonwealth Financial Network and OneAmerica Securities. Outside of her advisory role, she is involved in real estate through ownership of NS Commercial & Residential Group, Inc., and serves as a board member for United Against Human Trafficking, where she advises on strategic planning and performance evaluation. Merit Financial Group is a multi-team registered advisory firm serving individual investors, employer-sponsored retirement plans, ESOPs, and institutional clients. The firm offers asset management, financial planning, retirement plan consulting, and employee financial-wellness programs, employing a long-term, diversified investment approach managed by internal and third-party teams.

William Leake is a financial advisor with Sequent Planning, LLC who holds Series 63 and Series 65 licenses and has 39 years of industry experience. He has worked at Sequent Planning since 2018 and previously spent five years with Proequities, Inc. In addition to his advisory role, Leake serves as a branch manager at Futurity First Insurance Group, where he is involved in insurance sales. Sequent Planning, LLC is an SEC-registered investment adviser that serves individuals, retirement plan sponsors, small and medium-sized businesses, endowments, and nonprofit organizations. The firm offers asset management, comprehensive financial planning, and retirement-plan services through a network of investment adviser representatives, employing a structured risk framework and diversified investment approaches.

Stewart Jacobson is a CFP®-designated financial advisor with Capital Analysts, based in Sugar Land, TX, with 41 years of industry experience. He has held positions at First Colony Municipal Utility District since 2007, Lincoln Investment Planning, Inc. since 2005, and PMP Research since 1999. Outside of his advisory work, Jacobson serves on the City Council of Sugar Land and is a board member of the ARC of Fort Bend County, a nonprofit supporting individuals with intellectual and developmental disabilities. He is also president and CEO of Dearborn & Creggs Insurance Agency, Inc. Capital Analysts serves a broad client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations, providing portfolio management and retirement-plan advice. The firm delivers investment services through a combination of discretionary and non-discretionary management, supported by an in-house investment team and a proprietary mutual fund screening process.

Dante Crosa is a financial advisor with Global View Capital Management LLC, holding Series 63 and Series 65 credentials and 22 years of industry experience. His prior work includes roles at Transamerica Financial Advisors and World Financial Group. He is also an insurance agent at Experior Financial Group, where he markets and sells life insurance and annuity products. Global View Capital Management provides investment advisory and financial planning services to individuals, trusts, corporations, and retirement plan participants. The firm uses a quantitative investment approach focused on technical analysis and manages model portfolios with risk controls, supported by proprietary research and execution infrastructure.

Jacob Borbidge is a CFA® charterholder with two years of industry experience. He has worked at Avidian Wealth Solutions since 2023 and was previously with Invesco for 19 years. He serves on the Investment Committee of the Greater Houston Community Foundation and acts as an expert witness on financial industry matters. Avidian Wealth Solutions is an SEC-registered advisory firm that serves individuals, high-net-worth families, businesses, retirement plans, and institutional clients. The firm employs model-based managed solutions supplemented by sub-advisors and tailored allocations, and it operates as both a fund sponsor and sub-adviser, offering a range of investment management and financial planning services.

Shaheen Ladhani is a financial advisor at Avidian Wealth Solutions with 14 years of industry experience. He holds the Series 66 designation and previously worked at Goldman, Sachs & Co. for 12 years. Ladhani serves on the Board of Directors and Investment Committee at the Center for Adults with Disabilities. Avidian Wealth Solutions is an SEC-registered firm serving individuals, high-net-worth families, businesses, retirement plans, and institutional clients. The firm employs a model-based investment approach 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 advisory services.

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.