Joshua Caltrider is a financial advisor with Americana Partners, LLC in Houston, TX, holding a Series 66 designation and 13 years of industry experience. His career includes roles at Morgan Stanley and Purshe Kaplan Sterling Investments before joining Americana Partners in 2019. He is also a co-founder of JEM Oil, LLC, an entity established for estate planning purposes to hold passive investments in oil well working interests. Americana Partners provides financial planning, consulting, and discretionary 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 technology platforms, and serves as investment manager or adviser to multiple private pooled investment vehicles offered to qualified investors.

Joseph Webster is a CFP® with four years of industry experience, currently serving as a financial advisor at Avantax Planning Partners, Inc. He has held roles at several affiliated firms including Cetera and BCOR Administrative Services LLC. Webster also works with CPAs to deliver client service and develop financial solutions. Avantax Planning Partners, Inc. provides portfolio management, financial planning, and managed retirement plan services primarily through a network of CPA firms and registered advisors. The firm manages approximately $7.57 billion in assets for individuals, pension plans, charitable organizations, and businesses, utilizing tax-intelligent strategies and firm-designed style allocation models.

Kenneth Green is a financial advisor with New Edge Wealth in Houston, TX. He holds Series 65 and Series 63 licenses and has experience working at New Edge Wealth since 2026, following roles at Charles Schwab & Co., Inc. and Green Wealth Management Group. Prior to his advisory career, he spent ten years in full-time education. New Edge Wealth primarily serves ultra-high-net-worth individuals, families, family offices, foundations, trusts, and other institutional clients. The firm offers a range of advisory services and emphasizes asset allocation and investor behavior, combining independent managers, model strategies, and proprietary investment solutions with AI-assisted analytics and human oversight.

Glen Rives is a CFP® professional with 15 years of experience in the financial industry. He is currently an advisor at BakerAvenue Wealth Management and has previously worked at firms including Morgan Stanley and Mercer Advisors. BakerAvenue offers wealth management, financial planning, and family office services primarily for individuals and high-net-worth clients, using a range of named strategies that integrate tactical allocation, quantitative analysis, and fundamental research. The firm provides comprehensive services such as tax and estate planning, philanthropy, and trustee oversight for clients with more than $3 million in investable assets.

Deborah Jones is a CFP® with 33 years of experience in financial planning and wealth management. She is currently with Avantax Planning Partners, Inc. and has prior experience with Cetera Wealth Services, Cetera, and Avantax Advisory Services. Outside of her advisory work, she serves on the board of the Royal Crest Office Association in Houston. Avantax Planning Partners, Inc. provides portfolio management, financial planning, and managed retirement plan services primarily through a network of CPA firms and registered advisors, serving individuals, high-net-worth clients, pension plans, charitable organizations, and businesses. The firm employs tax-intelligent strategies and discretionary management through firm-designed allocation models overseen by an investment advisory committee.

John Gutkowski is a CFP®-certified financial advisor with eight years of industry experience, currently serving at Americana Partners, LLC in Houston, TX. He previously worked at Morgan Stanley and Morgan Stanley Private Bank for eight years. Outside of advisory work, he is involved in life and fixed insurance sales. 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 also serves as investment manager or adviser to multiple unregistered private pooled investment vehicles.

Robert Jones is a financial advisor at Americana Partners, LLC with 16 years of industry experience. He holds a Series 66 designation and has previously worked at Collins Family Office and T.A. McKay & Co., Inc. Jones is the sole member of Kairos Investment Holdings LLC, which manages oil and gas royalties. 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 clients’ risk tolerances and objectives, using a range of investment vehicles and third-party managers, and serves as adviser to multiple unregistered private pooled investment vehicles for accredited investors.

Jesse Dietz is a CFP® with 20 years of industry experience currently serving at Gibbs Wealth Management, LLC. He has worked at Gibbs Wealth Management since 2023 and has been with Retirement Planners Of Texas, LLC since 2014, where he is also the founder and partner of Retirement Planners of TX Insurance Group, Inc. Outside of advising, he manages this insurance business, soliciting insurance products to clients. Gibbs Wealth Management provides discretionary investment advisory services to individual and high-net-worth clients through a model management program that uses third-party platforms and strategists to implement model portfolios. The firm focuses on selecting and monitoring third-party model portfolios based on clients’ financial situations, goals, and risk tolerance.

Abid Khan is a financial advisor at Sequent Planning, LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Sequent Planning, he worked at New York Life Insurance Company and The Prudential Insurance Company of America. He is also the owner of Beneficial Financial Strategies LLC and is active in insurance sales through Futurity First Insurance Group. Sequent Planning, LLC is an SEC-registered investment adviser serving individuals, retirement plan sponsors, small and medium-sized businesses, endowments, and nonprofit organizations. The firm offers asset management, financial planning, access to third-party model managers, and retirement-plan services within a structured risk framework.

Melissa Giles is a CFP® with 18 years of industry experience, currently serving at Americana Partners, LLC since 2019. She previously worked at Morgan Stanley Smith Barney and Purshe Kaplan Sterling Investments. Giles also holds a role as a registered representative with Saxony Securities, Inc. alongside her advisory work. Americana Partners provides financial planning, consulting, and discretionary investment and wealth management to individuals, 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 technology platforms, and manages multiple private pooled investment vehicles for qualified investors.

Robyn Honeycutt is a financial advisor at Van Clemens Wealth Management, LLC with 12 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at firms including Wells Fargo Clearing, Frost Brokerage Service, and BBVA Securities. Van Clemens Wealth Management provides investment advisory and financial planning services to individuals, trusts, estates, and institutional clients, serving both non-high-net-worth and high-net-worth individuals. The firm customizes portfolios based on client objectives and risk tolerance, using methods such as modern portfolio theory and fundamental and technical analysis, and employs third-party managers as well as an in-house Growth Opportunities model focused on micro- and small-cap equities.

Clint Dubose is a financial advisor at Altitude Capital Management LLC with a Series 65 designation and one year of industry experience. Prior to joining Altitude Capital Management, he worked at Chartway Credit Union for two years and EMS Services for eighteen years. He is also involved in independent insurance activities. Altitude Capital Management LLC provides investment advisory and financial planning services to individuals and high net worth clients, managing $103.6 million in discretionary assets. The firm uses a variety of investment approaches tailored to client objectives and risk tolerance and operates a multi-team structure across multiple offices.

William Carsey is a financial advisor at Americana Partners, LLC in Houston, TX, with 18 years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley and Morgan Stanley Private Bank for over a decade. Carsey serves on the Board of Directors for The Junior League of Houston Foundation, where he is involved in governance and fund oversight. 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 across a broad range of investment vehicles and manages multiple private pooled investment funds for accredited investors.

Samara Terrill is a financial advisor at Belpointe Asset Management LLC with 12 years of industry experience. She holds a Series 66 designation and has worked previously at Holm & Cawley Financial Group, Third Seven Capital, ProEquities, and Synergy Advisory Group. Since 2016, she has also been involved in life, health, and accident insurance sales. Belpointe serves a diverse client base including individual investors, retirement plans, corporations, and other advisers. The firm offers discretionary investment management, financial planning, and retirement consulting, utilizing customized portfolios with a range of active and passive strategies tailored to client objectives.

Charlotte Dorand is a financial advisor at Victory Financial with 32 years of industry experience. She has previously worked at NEXT Financial Group and LPL Financial. In addition to her advisory work, she is an author and conducts seminars through Gluten Free Lab LLC. Victory Financial Group serves a diverse range of clients including high-net-worth individuals, trusts, estates, retirement plans, small businesses, and charitable organizations. The firm employs an asset-allocation driven investment approach, constructing model portfolios using a combination of Modern Portfolio Theory and fundamental analysis.

Dylan Clark is a financial advisor with Compound Planning, Inc. in Houston, TX. He holds a Series 65 designation and has four years of industry experience, including prior roles at Larson and Baker and Company Advisory Group. Outside of his advisory work, he is CEO of Dylan Clark Consulting, providing regulatory compliance services and supporting the formation of exempt offerings for fund managers. Compound Planning serves individuals, families, businesses, and retirement plans through discretionary portfolio management, financial planning, and consulting, employing a risk-based investment process that incorporates fundamental, technical, and modern portfolio theory analysis. The firm offers a combination of in-house and third-party models, tax-aware strategies, and specialized lending solutions.

John Piland is a financial advisor at Americana Partners, LLC in Houston, TX, with 43 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Ameriprise Financial Services, Inc. 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 tailors portfolios to client risk tolerances and objectives, utilizing a range of investment vehicles and technology platforms, and serves as adviser to multiple private pooled investment vehicles for qualified investors.

David Darst is a financial advisor at Americana Partners, LLC with 52 years of industry experience. He holds the CFA® designation and Series 63 license. His prior experience includes roles at The Family Office USA Ltd. and Morgan Stanley. Darst is also an accomplished author, having written multiple books unrelated to investment. 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 range of investment strategies and vehicles, incorporating alternative investments and selective options strategies for eligible clients.

Phillip Knight is a CFP® and Series 66 licensed financial advisor with 20 years of industry experience. He is currently with Americana Partners, LLC and Saxony Securities, Inc., having previously worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Purshe Kaplan Sterling Investments, and Citigroup Global Markets. Outside of finance, Knight is involved in nonprofit work as Treasurer and Board Member of High Sky Children's Ranch and President of the Board for the Cameron Stotts Foundation, both serving community causes in Midland, Texas. He also owns a salt delivery business, Midland Salt Co., and provides bookkeeping support for an interior design firm. Americana Partners offers financial planning, consulting, and discretionary wealth management services to individuals, trusts, estates, charitable organizations, and business entities. The firm customizes investment portfolios across various asset classes and serves as investment manager for multiple private pooled investment vehicles, utilizing technology platforms and maintaining a network of affiliated entities to support its client offerings.

Todd Graham is a financial advisor with Kovack Advisors, Inc. in Houston, TX, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He previously worked at SWS Financial Services for 22 years before joining Kovack Advisors in 2021. Kovack Advisors, Inc. is an SEC-registered enterprise investment adviser serving a diverse client base that includes individuals, corporations, pension and profit-sharing plans, and banking institutions. The firm’s investment approach focuses on diversified asset-class exposure primarily through mutual funds and ETFs, with additional options tailored to client objectives.