Antonio Reyna is a financial advisor at Rossby Financial, LLC with 33 years of industry experience. He holds a Series 63 designation and has worked previously at Osaic Wealth, Inc. and Securities America Advisors. Outside of his advisory role, Reyna serves as Lead Security Supervisor at The Cynthia Woods Mitchell Pavilion, overseeing venue security and guest relations during performances. Rossby Financial is a Registered Investment Adviser serving individuals, trusts, charitable organizations, and corporate entities with portfolio management, financial planning, and retirement consulting. The firm manages approximately $358.6 million across about 800 client relationships, employing diverse analytical methods and customized strategies to align with clients’ risk tolerance and investment horizons.

Colbey Gilford is a CFP® professional with three years of industry experience, currently affiliated with RWA Wealth Partners. Prior to joining RWA in 2023, he worked at Polaris Wealth Advisory Group and Merino Wealth Management, and has experience outside finance with The Nature Conservancy and in education. RWA Wealth Partners serves individuals, families, trusts, charitable organizations, business entities, and employer-sponsored retirement plans, providing investment management, financial planning, integrated tax planning, and retirement plan advisory services. The firm’s investment approach focuses on strategic asset allocation using an open-architecture platform, combined with customized fixed income and cash management strategies.

Kevin Lenox is a CFP® and CFA® with 18 years of experience in financial advising. He has worked at Avidian Wealth Solutions (formerly STA Wealth Management) since 2020 and previously spent five years at United Capital Financial Advisers. Avidian Wealth Solutions is an SEC-registered advisory firm serving individuals, high-net-worth families, businesses, retirement plans, and institutional clients. The firm employs a primarily model-based investment approach supplemented by sub-advisors and tailored allocations, managing approximately $3.99 billion in assets across 32 advisors.

Brooke Naghavi is a financial advisor at CORDA Investment Management, LLC with 16 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at CORDA since 2018. Her prior experience includes roles at Frost Brokerage Services and Fs2 Capital Partners. 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 and pension plans, utilizing a range of strategies including options, direct indexing, and long/short approaches.

Jeffrey Dodson is a financial advisor at CORDA Investment Management, LLC with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at CORDA since 2013. His prior experience includes roles at Churchill Management Group and TD Ameritrade. CORDA Investment Management is a multi-team registered investment adviser managing approximately $2.0 billion in assets for over 1,300 clients. The firm offers discretionary portfolio management and integrated financial planning, serving individuals including high-net-worth clients, as well as pension consulting and tax preparation services.

Troy Taylor is a CFP® professional with 23 years of industry experience. He is currently with Avidian Wealth Solutions and previously spent 11 years at Linscomb and Williams, Inc. Outside of his advisory work, he is a partner and general manager of a home remodeling business in Houston. Avidian Wealth Solutions is an SEC-registered firm serving individuals, high-net-worth families, businesses, retirement plans, and institutional clients. The firm offers discretionary portfolio management, financial planning, and ERISA-plan advisory services, utilizing model-based managed solutions alongside sub-advisors and separately managed accounts.

Reid Guthrie is a CFP® and Series 65-licensed advisor with six years of industry experience. He is currently with Avidian Wealth Solutions and has prior experience at United Capital Financial Advisors, LLC and One Advocate Group. 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 blend of managed model solutions and customized portfolios, routinely uses third-party sub-advisors, and actively serves as a sub-advisor and investment manager for pooled and private funds.

Michael Fortner is a CFP® professional with 25 years of industry experience. He is currently with Secure Asset Management, L.L.C. and has prior experience at Aurora Securities Inc., SCF Investment Advisors, Inc., and SCF Securities, Inc. Outside of his advisory roles, he serves as a trustee and executor of an estate and owns a wealth services business. Secure Asset Management, L.L.C. serves individual clients, including both non‑high-net-worth and high-net-worth households, offering personalized financial planning, discretionary investment management, and pension consulting. The firm employs a range of investment strategies guided by written policy statements and frequently utilizes third-party money managers and held-away account management.

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.

Elizabeth Nierzwicki is a financial advisor with CORDA Investment Management, LLC, holding a Series 66 designation and six years of industry experience. Prior to joining CORDA in 2024, she worked at Bank of America and Merrill from 2019 to 2024. Outside of her advisory role, she owns FigureFIT LLC, which offers online nutrition and fitness coaching. CORDA Investment Management is a multi-team registered investment adviser managing approximately $2.0 billion in client assets for over 1,300 individuals, including high-net-worth clients. The firm provides discretionary portfolio management and integrated financial planning, combining various investment strategies with in-house tax preparation and estate-planning services.

Brian Baker is a financial advisor with Saxony Capital Management, LLC, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. His career includes roles at Pinnacle Capital Securities, McNally Financial Services Corporation, and Triton Pacific Securities, among others. Saxony Capital Management provides portfolio management and financial planning services to individuals, including high-net-worth clients, as well as institutional clients such as retirement plans, trusts, charitable organizations, and corporations. The firm operates a multi-team model and utilizes a range of investment strategies, including discretionary asset management and third-party manager due diligence.

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® and Series 63–registered financial advisor at Bogart Wealth, LLC in Houston, TX, with one year of industry experience. Before joining Bogart Wealth in 2026, he worked at Charles Schwab & Co., Inc for three years. Bogart Wealth serves individuals, trusts, estates, and charitable organizations with comprehensive financial planning and wealth management services. The firm employs a combination of fundamental and technical analysis along with top-down asset allocation, offering both traditional model portfolios and specialized investment options such as direct indexing, structured notes, and private-market alternatives.

James Barksdale is a financial advisor at Symphony Financial, Ltd. Co. in Houston, TX, with two years of industry experience. He has been with Symphony Financial since 2023 and concurrently holds a position at Boeing since 2014. Symphony Financial, Ltd. Co. provides discretionary investment management, financial planning, and consulting services to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a long-term investment approach combining fundamental and technical analysis, tailoring portfolios to client risk profiles and objectives, and offers a multi-family office service model coordinating broad family needs through outside providers.

Sonia Martinez Trujillo is a financial advisor at Fiduciary Financial Advisors with one year of industry experience. She holds a Series 65 designation and previously worked at Maia Wealth and LJA Engineering, Inc. Outside of her advisory role, she teaches Pre-Calculus part-time at Regina Caeli Academy and is a contracted health insurance agent with OpenSi Group. Fiduciary Financial Advisors provides discretionary investment management and financial planning services to individuals, families, trusts, retirement plans, corporations, and charitable foundations. The firm employs a combination of strategic asset allocation and tactical adjustments using various analytical methods, and offers trustee services as well as access to private and non-liquid alternative funds.

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 with Avidian Wealth Solutions in Houston, TX, holding a Series 65 credential and 1 year 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 is an SEC-registered advisory 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 separately managed accounts.

Michael Snasel is a financial advisor at Simplicity Wealth with 17 years of industry experience. He holds Series 63 and Series 65 licenses. His prior roles include positions at LifePro Asset Management, Horter Investment Management, and an ongoing ownership and operational role at Vantage Financial Group. Simplicity Wealth serves a diverse client base, including individual and high-net-worth investors, retirement plans, corporate and institutional investors, and other financial firms. The firm employs a fund-of-funds investment approach primarily using ETFs and mutual funds, alongside model portfolios and independent managers, while offering technology and operational solutions for advisers.

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.