Amanda Ton is a financial advisor with Arax Advisory Partners, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. Her prior roles include positions at U.S. Capital Wealth Advisors, USCA Securities LLC, J.P. Morgan Securities, and Chase Investment Services Corp. Outside of advising, she is the owner of ADATIS Corp & ADATIS Ltd, a holding company for personal real estate investments. Arax Advisory Partners provides wealth management and advisory services to a diverse client base including individuals, high-net-worth clients, family offices, institutions, and businesses. The firm offers discretionary and non-discretionary portfolio management, comprehensive financial planning, and various advisory services, employing a fiduciary approach with in-house and external portfolio management teams utilizing a range of traditional and alternative investments.

Stuart Ford is a financial advisor at Hilltop Securities Inc. in Houston, TX, holding Series 63 and Series 66 credentials with 38 years of industry experience. His career includes 26 years at Coastal Securities L.P. before joining Hilltop Securities in 2017. Ford serves as chairman of the Texas Tobacco Settlement Permanent Trust Account and is a trustee for Hospitality Apartment, a charity providing free housing for families receiving treatment at the Houston Medical Center. Hilltop Securities Inc. offers brokerage, clearing, custody, investment advisory, and retirement-plan consulting services to individuals, corporations, nonprofits, and institutional clients. The firm manages approximately $2.25 billion in assets and delivers investment solutions through an open-architecture platform that includes adviser-managed and model-based programs with a variety of portfolio strategies and operational capabilities.

Kunal Syngal is a financial advisor at Advisors Capital Management, LLC in Houston, TX, holding Series 65 and Series 63 licenses with 26 years of industry experience. His prior roles include positions at UBS Financial Services, Oppenheimer, Comerica Securities, and Bank of Texas Private Wealth. Advisors Capital Management serves a diverse client base, including high-net-worth individuals and employee benefit plans, providing discretionary portfolio management with a mix of fundamental, quantitative, and qualitative investment strategies. The firm manages over $8 billion in discretionary assets and acts as an outsourced sub-advisor to broker-dealers and registered investment advisers.

Michael Mithoff is a financial advisor with Americana Partners, LLC in Houston, TX, holding Series 65 and Series 63 licenses and 17 years of industry experience. His prior roles include positions at SP Securities, Hightower Securities, and multiple entities within the Salient group. Outside of advisory work, he is president and sole owner of Wasatch Strategic Investments, L.L.C., a personal investment vehicle. Americana Partners provides comprehensive financial planning, discretionary investment management, 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 wide range of investment vehicles and employs alternative and privately placed investments for eligible clients.

William Busch is a financial advisor with Americana Partners, LLC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His career includes roles at Merrill, UBS Financial Services, Morgan Stanley, Purshe Kaplan Sterling Investments, and Saxony Securities. Outside of his advisory work, he is involved in a wholesale wine grape business through Fire Oak Vineyard. 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 through ongoing client consultations and discretionary management, utilizing a broad range of investment vehicles and engaging independent third-party managers.

Summer Roberts is a financial advisor with Foundations Investment Advisors LLC, holding a Series 65 credential and seven years of industry experience. Prior to joining Foundations in 2023, she worked at AE Wealth Management, LLC for four years and has been involved with Impact Partners Financial, LLC since 2010, where she serves as CEO. Outside of advisory work, she is president and chairman of the board at Lola Business Development, Inc., and serves as a board member and treasurer for The Galloway School, a private Christian school. Foundations Investment Advisors, LLC offers financial planning and portfolio management services to a diverse client base, including individual and high-net-worth clients, retirement plans, and registered investment companies. The firm utilizes a combination of fundamental, technical, and cyclical analysis and works with model portfolios and multiple third-party sub-advisers to deliver customized investment advice.

Peter Acquaro is a financial advisor with Gradient Securities, LLC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked at Houston Retirement Solutions, LLC, Ohio National Financial Services, The ON Equity Sales Co., and The Fitzpatrick Group, LLC. Outside of his advisory work, he serves as chairman of the Public Safety Committee for the Southwest Management District, a quasi-government agency focused on community development in Southwest Houston. Gradient Securities, operating as Gradient Wealth Management, provides financial planning, consulting, third-party manager referrals, and non-discretionary asset management to individuals, pension and profit-sharing plans, trusts, estates, corporations, and other entities. The firm combines SEC-registered advisory services with broker-dealer activities and utilizes third-party managers while maintaining a focus on client approval for investment decisions.

Martin Limbaugh is a financial advisor with Kovack Advisors, Inc. in Houston, TX, holding a Series 66 designation and three years of industry experience. He has been involved with Kovack Securities since 2023 and operates his own related businesses, including Limbaugh Capital and Limbaugh Trading & T. Outside of advisory work, he manages Limbaugh Trading and Transport LLC. Kovack Advisors, Inc. is a multi-team registered investment adviser with approximately 260 advisors and over $6 billion in client assets, serving a diverse client base including individuals, pension plans, charitable organizations, banks, and government entities. The firm uses an Envestnet-supported investment process that incorporates risk tolerance assessments and employs both internal models and third-party managers to construct and manage client portfolios.

Ryan Herche is a financial advisor at Brookwood Investment Group with three years of industry experience. He holds a Series 65 credential and has prior experience at Redwood Private Wealth LLC. Outside of advising, he serves as president of Cash Balance Advisors and managing director of Redwood Tax Specialists, both non-investment activities related to marketing and insurance products, and he is involved in operations management through Glidepath Marketing LLC. Brookwood Investment Group serves individual investors, businesses, and employer-sponsored retirement plans with portfolio management, financial planning, and retirement plan advisory services. The firm uses a range of investment strategies tailored to client objectives and operates through a network of proprietary partner offices alongside affiliated businesses in insurance, legal services, and accounting.

Jerry Judd is a Series 65-licensed financial advisor at Compass Financial Management LLC in Houston, TX, with one year of industry experience. Prior to joining Compass in 2026, he worked for Alcon Laboratories for 38 years and was retired for five years before starting his advisory career. Compass Financial Management LLC serves individual and high-net-worth clients, as well as pension and profit-sharing plans, offering discretionary investment management, retirement-plan consulting, and participant education. The firm employs a multi-advisor approach and utilizes various investment strategies, including individual equities, fixed income, mutual funds, ETFs, and both internal and third-party managed portfolios.

Nicholas Perez is a financial advisor at Americana Partners, LLC with seven years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley, Bank of America, and Merrill Lynch. 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 manages multiple private pooled investment vehicles for qualified investors.

Jared Carlin is a financial advisor with Foundations Investment Advisors LLC, holding Series 65 and Series 66 licenses and having nine years of industry experience. Prior to his current role, he worked at AE Wealth Management, LLC, Carlin Financial Group, Altamarea Group, and other firms. He is also involved in insurance sales through Carlin Financial Group. Foundations Investment Advisors provides financial planning and portfolio management services to a diverse client base, utilizing a combination of fundamental, technical, and cyclical analysis alongside model portfolios and sub-advisory arrangements.

Christopher Knapp is a financial advisor at Robertson Stephens with 27 years of industry experience. He holds a Series 65 credential and has worked at Robertson Stephens Wealth Management since 2021, following prior roles at Collaboration Capital LLC and Perigon Wealth Management, LLC. Knapp serves on the board of The NextSeed Inc., a fintech company, and is a member of the general partner team of Marketplace Fund II, a venture capital fund. Robertson Stephens provides investment advisory services to individuals, families, trusts, family and multi-family offices, charitable organizations, and retirement and profit-sharing plans. The firm offers discretionary and non-discretionary portfolio management, consulting, and planning services, utilizing a range of investment tools including equities, fixed income, mutual funds, ETFs, options, and private funds.

Gus Comiskey Jr. is a financial advisor with ValMark Advisers, Inc. in Houston, TX, holding Series 63 and Series 65 credentials and bringing 44 years of industry experience. He has been with ValMark Advisers since 2011 and with Valmark Securities since 2010. Comiskey serves as president of Comiskey Kaufman Consulting LLC, which focuses on personal and estate planning life insurance, and holds several non-compensated advisory positions with organizations such as the American Red Cross, MD Anderson Cancer Center, and local early childhood education initiatives. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services through a network of approximately 280 investment advisory representatives. The firm offers diversified, goal-based portfolios primarily using mutual funds, ETFs, and third-party managers, and maintains notable governance and economic relationships with insurance and ETF products.

Sally Witt is a CFP® and ChFC® with 32 years of experience in the financial services industry. She has been with BFC Planning, Inc. since 2013 and also works with Securities Management & Research, Inc. Outside of her advisory role, Witt serves as vice president of the Council of Business Women and is involved with nonprofit efforts addressing homelessness and mental health, including founding the Hunter Landon Witt Foundation. BFC Planning, Inc. serves a diverse client base including individuals, corporations, banks, and trusts through a network of approximately 200 investment adviser representatives. The firm provides financial planning, portfolio management, and access to various advisory platforms, with investment strategies typically involving stocks, bonds, mutual funds, and ETFs.

James Snelson is a financial advisor with Americana Partners, LLC in Houston, TX, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments and Morgan Stanley. Outside of advising, he is a partner in Hometown Hats LLC, a retail and online store, and serves as a pastor at Mid-Cities Community Church in Midland, Texas. Americana Partners provides financial planning, consulting, and discretionary investment and wealth management services to individuals, trusts, estates, charitable organizations, and business entities. The firm customizes portfolios based on client risk tolerances and objectives, utilizing a range of investment vehicles and technology platforms, and manages multiple private pooled investment vehicles for accredited investors.

David Cox is a financial advisor at Verity Asset Management with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Verity Asset Management since 2021. Outside of his advisory role, he also sells indexed annuities and reviews accounts through a teaching pension-related business. Verity Asset Management is a multi-team SEC-registered advisory firm managing approximately $1.15 billion with a 55-adviser roster. The firm serves individuals, retirement plan sponsors, institutional clients, and other advisers, offering model-based portfolio management and customized investment solutions, including both internally managed and third-party strategies.

John Carlisle is a financial advisor at Americana Partners, LLC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Jefferies LLC and Morgan Stanley & Co. Incorporated. Outside of his advisory role, he is a member and owner of Five Pesos Partners LLC, a ticket brokerage business. Americana Partners provides financial planning, consulting, and discretionary investment and wealth management services to individuals, trusts, estates, charitable organizations, and business entities. The firm customizes portfolios according to client risk tolerances and objectives, utilizing a range of investment vehicles and third-party managers, and manages multiple private pooled investment vehicles for qualified investors.

William Herbig is a financial advisor at Victory Financial with one year of industry experience. He holds a Series 65 designation and previously worked at Equitable Advisors, LLC for two years. Outside of his advisory role, he is involved with the Financial Independence Group as a financial consultant focusing on insurance sales. Victory Financial Group provides financial planning, consulting, and discretionary investment and wealth management services to a diverse client base, including individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs diversified, asset-allocation model portfolios guided by fundamental, cyclical, and behavioral analysis within a Modern Portfolio Theory framework.

Elizabeth Rundgren is a financial advisor at Americana Partners, LLC with 14 years of industry experience. She holds a Series 66 designation and previously worked at Raymond James Financial Services Advisors Inc. and Van Pearcy Financial Services. Rundgren is also a licensed insurance agent in Midland, 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 employs a broad range of investment vehicles and third-party managers, including private pooled investment vehicles for qualified investors.