Richard Precious is a financial advisor at Madison Partners with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including Merrill, Bank of America, Frost Bank, and Wells Fargo. He serves as a board member of the Eado Edge Homeowners Association. Madison Partners provides wealth management, discretionary portfolio management, and financial planning services to individuals, trusts, estates, charitable organizations, businesses, and retirement plans. The firm employs a customized, fiduciary approach focused on long-term portfolio construction using ETFs, mutual funds, individual securities, and alternative investments.

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 at Royal Fund Management, LLC in Houston, TX, holding Series 63 and Series 65 licenses with 26 years of industry experience. His career includes roles at AE Wealth Management, Safe Harbor Estate & Retirement Planners, Horter Investment Management, Principal Financial Services, and 1717 Capital Management Company. He is also a licensed insurance agent with a history of selling annuities and life insurance. Royal Fund Management serves individual investors, corporations, and retirement plans by providing portfolio management, financial planning, pension consulting, and 401(k) advice. The firm uses a range of investment strategies tailored to client risk tolerance and offers both discretionary management and held-away account services.

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, holding Series 63 and Series 65 licenses with 18 years of industry experience. He has been with Royal Fund Management since 2014 and has also been self-employed since 1998, primarily working as an insurance agent outside of investment-related activities. Royal Fund Management serves individual investors, corporations, and retirement plans by providing portfolio management, financial planning, and pension consulting. The firm constructs tailored portfolios based on documented risk tolerance using a variety of strategies and offers both discretionary and held-away advice through multiple platforms.

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.

Adam Morrow is a financial advisor at The Fiduciary Alliance in Houston, TX, holding a Series 65 designation. He has experience spanning multiple roles since 2016, including positions at Morgan Stanley and his own Morrow Wealth Advisory Group. The Fiduciary Alliance serves individuals, including high-net-worth clients, as well as retirement plans and other investment advisers, providing investment management and comprehensive financial planning services. The firm employs a combination of fundamental, technical, cyclical, and charting analysis and may use third-party managers in portfolio implementation.

Charles Bailey Jr is a financial advisor at Americana Partners, LLC with 15 years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley and Purshe Kaplan Sterling Investments. Outside of his advisory role, he is also an agent involved in the sale of fixed and traditional insurance products. Americana Partners provides financial planning, consulting, 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 portfolio management using a diverse range of investment vehicles and employs technology partners to support its implementation process.

John Rossi is a financial advisor at Prospera Financial Services, Inc. with 19 years of industry experience. He holds the Series 66 designation and has worked previously at UBS Financial Services and Morgan Stanley. Outside of his advisory work, Rossi serves as treasurer for a nonprofit PAC opposing a local housing project and is also treasurer for his son's high school dads club. Prospera Financial Services, Inc. is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering financial planning, portfolio management, and access to multiple advisory programs and platforms.

John Perez is a CFP® professional with 19 years of industry experience, currently serving as a financial advisor at Altitude Capital Management LLC since 2024. His prior roles include positions at The Vanguard Group and various financial services firms. Outside of advisory work, he owns DJ Mean Gene, a retail and service business providing disc jockey services for events. Altitude Capital Management LLC offers investment advisory and financial planning services primarily to individuals and high net worth clients. The firm employs a range of investment strategies tailored to client objectives and maintains managed account programs with discretionary assets under management of $103.6 million.

Robert Burnam is a financial advisor with BOK Financial Private Wealth, Inc. in Houston, TX, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. His work history includes roles at Cavanal Hill Investment Management, Inc., BOK Financial Asset Management, Inc., BOKF, NA, and BOK Financial Securities, Inc. BOK Financial Private Wealth, Inc. provides investment management, wealth advisory, and financial planning services to high-net-worth individuals, trusts, estates, and other entities. The firm uses a team-based investment approach integrating research from BOKF, NA’s Strategic Investment Advisors group, and offers diversified portfolios often including sub-advisors like Cavanal Hill Investment Management.

Paul Brown is a financial advisor with Gradient Advisors, LLC, holding Series 63 and Series 65 licenses and nine years of industry experience. He is also the owner of Titan Tax Advisors, a tax preparation business in Webster, Texas, which provides tax services and hosts seminars and speaking engagements. His prior work includes roles at RMD Financial and Titan Tax Advisors. Gradient Advisors, LLC offers investment management, financial planning, and consulting services to a diverse client base including individuals, retirement plans, trusts, estates, charitable organizations, and corporations. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, employing a largely non-discretionary model backed by various analytical tools and affiliated relationships.

Wyatt Broome is a financial advisor with Foundations Investment Advisors LLC in Houston, TX, holding Series 63 and Series 65 licenses and six years of industry experience. His career includes roles at AE Wealth Management, Fidelity Investments, Purshe Kaplan Sterling Investments, and 49 Financial. He is also associated with Impact Partners Financial, where he engages in insurance sales. Foundations Investment Advisors provides financial planning and portfolio management services to individual and high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm employs a range of investment strategies and utilizes model portfolios with discretionary or non-discretionary authority assigned to its representatives.

Jeffrey Thompson is a financial advisor at New Edge Wealth with 13 years of industry experience. He holds a Series 66 designation and previously worked for Sanford C. Bernstein & Co., LLC for 14 years. New Edge Wealth primarily serves ultra-high-net-worth individuals, family offices, foundations, trusts, and other institutional clients. The firm focuses on asset allocation and investor behavior to guide portfolio construction, utilizing a combination of independent managers, model strategies, proprietary solutions, and AI-assisted analytics.