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.

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.

Nita Singhal is a financial advisor at St. Bernard Financial Services, Inc. with 11 years of industry experience. She holds a Series 66 designation and has worked previously at Mass Mutual Investors Services, MetLife Securities, and Saxony Securities. Outside of her advisory role, she is a passive owner in a software-related consultancy business and operates a personal securities trading consultancy. St. Bernard Financial Services serves individuals, families, trusts, estates, and small businesses with portfolio management and investment implementation, employing a long-term, conservative growth approach based on Modern Portfolio Theory and tactical asset allocation. The firm operates with a dual investment adviser and broker-dealer structure and generally manages client assets on a non-discretionary basis.

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.

Gerald Brooks is a financial advisor with Foundations Investment Advisors LLC, holding a Series 65 credential and one year of industry experience. He has worked at Momentum Financial Group since 2001 and is the founder of an insurance agency specializing in fixed indexed annuities and life insurance products. Foundations Investment Advisors provides financial planning and portfolio management to a diverse client base, including individuals, high-net-worth clients, retirement plans, and registered investment companies. The firm employs a range of investment strategies and utilizes third-party sub-advisers and custodians to support its services.

Jesse Carrillo is a financial advisor with Capital Analysts in Sugarland, TX, holding Series 63 and Series 65 licenses and having 10 years of industry experience. He has worked at Lincoln Investment since 2016 and Dearborn & Creggs since 2015. Outside of advising, Carrillo is co-founder and consultant for Rooted Life, an education consulting venture where he engages as a speaker and facilitator on topics related to education, leadership, and work/life balance. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, trusts, and institutions, providing portfolio management and retirement-plan advice through both discretionary and non-discretionary approaches supported by an in-house investment management team and third-party managers.

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.

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.

Amber Allen is a financial advisor with 17 years of industry experience, currently affiliated with 49 Financial. She holds Series 63 and Series 66 licenses and has worked previously at Oakwood Capital Securities, Purshe Kaplan Sterling Investments, Amegy Bank, and LPL Financial. Outside of her advisory role, she is an author involved in writing a series of books with other authors through her venture, Candid Conversations, and co-founded Ate, an app for the hospitality industry. 49 Financial serves a diverse client base including retail and high-net-worth individuals, trusts, corporations, and retirement plans, offering financial planning, retirement-plan consulting, and investment management. The firm emphasizes a disciplined, long-term diversified asset allocation approach, managing proprietary and third-party model portfolios with a focus on client behavioral coaching.

Bradley Covey is a CFP® with 28 years of experience in the financial services industry. He is currently with Avidian Wealth Solutions, where he has served since 2021, and has held prior roles at Purshe Kaplan Sterling Investments, STA Wealth Management, J.P. Morgan Securities, and JPMorgan Chase Bank. Covey is also a partner at Avidian Insurance Agency, an affiliated insurance business. 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 combined with sub-advisors and separately managed accounts, and it acts as both a fund sponsor and sub-adviser, offering a range of investment management and financial planning services.

Johnathan Aelmore is a CFP® professional with 16 years of industry experience, currently serving as an advisor at CGN Advisors, LLC since 2019. He previously worked at Mariner Wealth Advisors and Mercer Global Advisors. Outside of his financial advisory role, he owns and operates Raider Ranch, a registered Texas Longhorn cattle breeding business. CGN Advisors provides comprehensive advisory services to individuals, families, businesses, and charitable organizations, employing a long-term, globally diversified investment approach that incorporates Modern Portfolio Theory, core‑plus‑satellite, and active management strategies. The firm emphasizes fiduciary duty, regular portfolio reviews, and may utilize institutional third-party managers.

Jeff Manwaring is a CFP® and Series 65 licensed advisor with 17 years of industry experience. He has worked at Avidian Wealth Solutions since 2021 and previously spent 13 years at Fca Corp. Manwaring is based in Houston, TX. 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 and offers investment management, financial planning, and ERISA-plan advisory services, utilizing model-based solutions, sub-advisors, and separately managed accounts.

James Hodges is a financial advisor at Avidian Wealth Solutions in Houston, TX, holding Series 63 and Series 66 licenses with 25 years of industry experience. He previously worked at STA Wealth Management, LLC from 2020 to present and at Semita Asset Management from 2015 to 2020. 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, frequently uses third-party sub-advisors, and actively manages pooled and private funds.

Bruce De Voogd is a financial advisor with IP Financial Advisory Services LLC, holding Series 63 and Series 65 credentials and 21 years of industry experience. He has previously worked at Innovation Partners LLC and Sigma Planning Corporation, among other firms. De Voogd is also the managing member of Old Harbor Financial LLC, an insurance agency offering non-variable insurance products. IP Financial Advisory Services primarily serves individual retail clients, focusing on portfolio management, financial planning, and retirement-plan consulting. The firm combines traditional investment advisory services with insurance and risk management offerings, often using discretionary authority and third-party investment advisor referrals.

Raymond Knezek II is a financial advisor with Sequent Planning, LLC, holding Series 63 and Series 65 licenses and six years of industry experience. He has worked at firms including JPMorgan Chase Bank and Edelman Financial Engines. Knezek also serves as a field underwriter for Futurity First Insurance Group, focusing on retirement planning and estate protection. Sequent Planning, LLC (doing business as Futurity First Wealth Management) is an SEC-registered investment adviser serving individuals, retirement plan sponsors, businesses, endowments, and nonprofits. The firm offers asset management, financial planning, and retirement-plan services utilizing a structured risk framework and a combination of firm-developed and third-party manager models.

Kristen Hrncir is a CFP® with 21 years of industry experience, currently serving as a financial advisor at Capital Analysts. Her career includes roles at Valic Financial Advisors, Wells Fargo Clearing, and Agia. She is a managing member of KLH Financial LLC and a partner at Red River Wealth Advisors. Capital Analysts provides services to retail and institutional clients, including high-net-worth individuals, trusts, and charitable organizations. The firm offers portfolio management and retirement-plan advice through a combination of in-house investment management and third-party managers, supported by a proprietary mutual-fund screening process and nationwide advisor network.

Cliff Mueller is a financial advisor with Mutual of Omaha Investor Services, Inc. He holds Series 63 and Series 65 licenses and has 13 years of industry experience. Cliff has been with Mutual of Omaha Investor Services since 2013 and has worked with the broader Mutual of Omaha organization since 2009. Outside of his advisory role, he raises beef cattle and holds a partial interest in a family mineral rights partnership related to oil and gas production. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans. The firm offers financial planning, third-party money manager relationships, managed account programs, and retirement plan consulting, primarily delivering solutions through a platform relationship with Envestnet and using Pershing as custodian.

Danielle Davis is a financial advisor at ON Investment Management Company with 22 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Fidelity and Guaranty, American General Life Insurance, and AIG Capital Services. ON Investment Management Company is a SEC-registered investment adviser that provides financial planning, portfolio management, and retirement-plan advisory services to individuals, families, trusts, estates, charitable organizations, businesses, and ERISA plan sponsors. The firm offers a mix of discretionary and non-discretionary management and incorporates third-party investment programs alongside its proprietary services.