Brian Raupp is a financial advisor with CORDA Investment Management, LLC in Houston, TX. He holds a Series 65 credential and has 14 years of industry experience, all with CORDA since 2011. CORDA Investment Management is a multi-team registered investment adviser managing approximately $2.0 billion in client assets for over 1,300 clients. The firm offers discretionary portfolio management and integrated financial planning to individuals, including high-net-worth clients, as well as pension consulting, tax preparation, and estate-planning document services through attorney referrals.

John Cheeseman is a financial advisor at Impact Partnership Wealth, LLC with five years of industry experience. He holds a Series 65 designation and has worked at several firms, including Tucker Asset Management LLC and HBW Advisory Services, LLC. Outside of his advisory roles, he serves as an air traffic control specialist with the Federal Aviation Administration. Impact Partnership Wealth provides investment management, financial planning, and ERISA retirement-plan consulting to individuals, high-net-worth clients, retirement plans, and business entities. The firm employs a combination of third-party strategists, adviser-managed models, and direct indexing with tactical asset allocation and overlays, supported by a third-party services platform for trading, compliance, and administration.

David Julian is a CFP® with nine years of industry experience, currently serving as a financial advisor at CORDA Investment Management, LLC since 2025. His prior experience includes roles at Morgan Stanley and UBS Financial Services. In addition to his advisory work, Mr. Julian is involved in estate planning services through HK Legacy Law, PLLC, a separate law firm offering attorney-led estate planning document preparation to CORDA clients. CORDA Investment Management is a multi-team registered investment adviser managing approximately $2.0 billion in client assets for over 1,300 clients. The firm provides discretionary portfolio management and integrated financial planning, serving individuals and retirement plans with customized investment strategies and in-house tax preparation, alongside access to unrelated attorney-led estate planning services.

Juan Hernandez Ariano is a CFP® and Series 65-licensed advisor at OneSeven with nine years of industry experience. He has held positions at MGO ONE SEVEN LLC dba Studemont Group, Baron Financial Advisers, LLC, and 212 Advisory Group, LLC. Outside of his advisory role, he serves as President and volunteer for the Financial Planning Association of Houston and is involved in college planning workshops and technology advisory through a separate entity, WealthCreate LLC. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, focusing on long-term portfolio management with access to diversified investments and alternative strategies. The firm utilizes both discretionary and non-discretionary arrangements, often implementing strategies through independent managers and third-party platforms.

Aaron Boyce is a financial advisor with Encompass More Asset Management LLC, holding a Series 65 designation and 11 years of industry experience. His prior roles include positions at Mercer Global Advisors and Lake Point Wealth Management, among others. Outside of investment advising, he is president of Boyce Financial Services, an insurance sales business, and serves as a business development consultant for Multiplan/Benefits Science Technologies, a firm providing analytic solutions through software and automation. Encompass More Asset Management LLC serves individual and high-net-worth clients, offering discretionary portfolio management through proprietary and third-party model portfolios, financial planning, and access to private placements. The firm employs a model-based investment approach combining quantitative, qualitative, and fundamental analysis, and focuses exclusively on individual and high-net-worth investors.

Sammy Mc Leod is a financial advisor at Symphony Financial, Ltd. Co. in Houston, TX, with two years of industry experience. Prior to joining Symphony Financial in 2023, Mc Leod worked at United Airlines for 19 years. Symphony Financial provides discretionary investment management, financial planning, and consulting services to individuals, trusts, estates, charitable organizations, and business entities. The firm manages approximately $1.09 billion in assets and uses a long-term investment approach that combines fundamental and technical analysis, tailoring portfolios to client risk profiles and objectives.

Eduardo Suarez is a financial advisor with Bolton Securities Corporation in Houston, TX, holding Series 63 and Series 66 licenses and 13 years of industry experience. He has worked at Bolton Global Asset Management and Bolton Global Capital since 2018 and previously held roles at JPMorgan Securities LLC, JPMorgan Chase, Transamerica Financial Advisors, Inc., and World Financial Group, Inc. Outside of his advisory work, Eduardo operates a woodworking business where he builds and sells home accents. Bolton Global Asset Management is a registered investment adviser serving individuals, corporate and institutional clients, and trusts. The firm offers customized portfolio management utilizing a mix of in-house management, third-party programs, and various investment vehicles, emphasizing a long-term investment approach.

Alexandre Murphy is a financial advisor with Golden State Wealth Management, LLC in Houston, TX. He holds a Series 66 credential and has 13 years of industry experience. Prior to joining Golden State Wealth Management in 2019, he worked at Edward Jones from 2014 to 2019. He is also involved in mortgage brokerage services through Houston Mortgage Loans LLC. Golden State Wealth Management serves individuals, trusts, pension and profit-sharing plans, and businesses by offering asset management, comprehensive portfolio management, financial planning, and retirement plan consulting. The firm utilizes a variety of analytic approaches and may incorporate third-party managers and model portfolios while providing primarily discretionary portfolio management.

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.

Brent Shepherd is a CFP® professional with 31 years of experience in the financial services industry. He is currently with Wealthcare Advisory Partners LLC, where he has worked since 2019. His prior experience includes roles at 1 St Global Insurance Services and American General Securities Incorporated. Wealthcare Advisory Partners LLC provides investment advisory and financial planning services to a diverse client base including individuals, high-net-worth clients, trusts, and retirement plans. The firm employs a goals-based advising approach utilizing proprietary software and quantitative metrics alongside fundamental and behavioral analysis, offering both passive and active investment strategies.

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.

Darren Mcneely is a financial advisor with Level Four Advisory Services, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with Level Four since 2021 and has been involved with Level Four Financial, LLC since 2007. Outside of his advisory roles, he is a partner in Pinnacle Wealth Advisors, a financial planning business, and co-owns a real estate rental company in Panama City Beach, Florida. Level Four Advisory Services is an SEC-registered enterprise investment adviser managing over $5 billion across 115 advisors and approximately 13,865 client relationships. The firm serves a diverse client base with fee-only financial planning, asset management, and retirement plan advisory services, utilizing model portfolios and a range of affiliated and third-party management options.

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.

Jeffrey Jaskol is a financial advisor with Summit Financial, LLC based in Houston, TX, holding Series 63 and Series 65 licenses with 43 years of industry experience. His career includes roles at TFS Securities, Inc., Acacia Life Insurance, Ameritas Life Insurance, and ownership of Jaskol Asset Advisors LLC dba The Jaskol Group. Outside of his advisory work, he is the founder of the Albert V. Jaskol Memorial Celebration, an annual charity event, and has served as past president of the American Cancer Society Tri-County board. Summit Financial, LLC is a multi-team SEC-registered advisory firm managing approximately $26.35 billion in assets for around 17,800 clients. The firm offers a combination of discretionary and consultative investment management, financial planning, and retirement plan advisory services, with a platform that includes third-party managers and held-away retirement 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.

Lesley Groux is a financial advisor with CORDA Investment Management, LLC, holding Series 63 and Series 65 licenses and having nine years of industry experience. Prior to joining CORDA in 2025, Lesley worked at Hines Securities Inc. and Hines Private Wealth Solutions LLC. CORDA Investment Management is a multi-team registered investment adviser managing approximately $2.0 billion in client assets for over 1,300 clients. The firm offers discretionary portfolio management and integrated financial planning to individuals, including high-net-worth clients, along with pension consulting, tax preparation, and access to attorney-led estate-planning services.

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.

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.

Jason Iacobucci is a financial advisor at CORDA Investment Management, LLC with 22 years of industry experience. He has held roles at CORDA since 2009 and previously worked at TD Ameritrade in various capacities from 2003 to 2008. He holds the Series 63 and Series 66 designations. CORDA Investment Management is a multi-team registered investment adviser managing approximately $2.0 billion in assets for over 1,300 clients. The firm provides discretionary portfolio management and integrated financial planning, serving individual and pension plan clients with customized investment strategies and additional services such as tax preparation and attorney-led estate planning.