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 Series 65-licensed financial advisor with four years of industry experience. He currently works at Compound Planning, Inc. and has held positions at Larson, Diamond Client Group, Peak Brokerage Services, ARPP, and Baker and Company Advisory Group. Outside of advising, he is CEO of Dylan Clark Consulting, which provides regulatory compliance services for fund managers and syndicators. Compound Planning, Inc. serves individuals, high-net-worth families, businesses, retirement plans, and financial intermediaries, offering discretionary portfolio management, financial planning, and institutional advisory services. The firm uses risk-based model allocations tailored to client goals, combining long-term buy-and-hold strategies with tactical tools such as direct indexing and tax-loss harvesting.

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 for SWS Financial Services for 22 years before joining Kovack Advisors and Kovack Securities in 2021. Kovack Advisors, Inc. is a multi-team registered investment adviser with approximately 260 advisors and over $6 billion in client assets. The firm serves individuals, pension plans, charitable organizations, banks, and government clients, offering portfolio management, financial planning, and access to third-party managers through an Envestnet-supported investment process.

Matthew Celenza is a financial advisor at Americana Partners, LLC with 30 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Boulevard Family Wealth, Purshe Kaplan Sterling Investments, and Bank of America. Outside of his advisory role, he is the owner and partner of Boulevard Insurance Strategies, LLC, an insurance sales and investment-related business. 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 offers access to a range of investment vehicles and third-party managers, including private pooled investment vehicles for qualified investors.

Alex Gerepka is a financial advisor at Ausdal Financial Partners, Inc. based in Houston, TX. He holds a Series 65 designation and has experience working in various educational roles including at the University of Houston and Lonestar College. Ausdal Financial Partners serves individuals, trusts, estates, retirement plans, and business entities, managing approximately $3.73 billion for over 16,000 clients. The firm offers a range of advisory and brokerage services, tailoring investment strategies to client objectives and utilizing multiple custodians and third-party money managers.

Amy Ogden is a CFP® professional with 10 years of industry experience. She is currently with Americana Partners, LLC and Saxony Securities, Inc., having previously worked at Morgan Stanley and Purshe Kaplan Sterling Investments. Ogden serves on the advisory board of TriState Capital Bank. 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 across a range of investment vehicles and manages multiple private pooled investment vehicles for accredited investors, integrating technology platforms and third-party managers in its process.

Ben Davidson is a financial advisor at Americana Partners, LLC in Houston, TX, holding a Series 65 designation with four years of industry experience. Before joining Americana Partners in 2022, he worked at JP Morgan & Chase from 2019 to 2021 and held academic positions at the University of North Carolina and University of South Carolina. 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 several private pooled investment vehicles for qualified investors.

Elwyn Evans III is a CFA® charterholder with 20 years of industry experience. He has been with Miller Investment Management, L.P. in Houston, TX since 1999. Miller Investment Management provides investment advisory and supervisory services to individuals, pension and profit-sharing plans, foundations, endowments, trusts, business entities, and private pooled vehicles. The firm combines fundamental and technical analysis through its Investment Strategy and Portfolio Management Committees, managing both discretionary and non-discretionary assets with a long-term focus while allowing shorter-term trades and specialized strategies where appropriate.

Robert Wellington IV is a financial advisor with Americana Partners, LLC in Houston, TX, holding a Series 66 designation and 17 years of industry experience. His prior roles include positions at Morgan Stanley and Purshe Kaplan Sterling Investments. He is a founding partner and managing director at Americana Partners. 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 diverse range of investment vehicles and technology platforms, and manages multiple private pooled investment vehicles for qualified investors.

Joseph Barbour is an investment advisor at Encompass More Asset Management LLC with 18 years of industry experience. He holds the Series 63 and Series 65 designations and has prior experience at J.P. Morgan Chase and BBVA-related firms. Outside of investment advising, he is involved in insurance sales and marketing, including Medicare and annuities. Encompass More Asset Management LLC provides discretionary portfolio management, financial planning, and retirement-platform model services primarily to individual and high-net-worth clients. The firm employs model-based strategies combining proprietary and third-party sub-advisers, offering access to a range of investment options including equities, fixed income, private placements, and digital-asset-related exposures.

Michael Schaufele is a financial advisor at Americana Partners, LLC in Houston, TX, with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Goldman, Sachs & Co. and Purshe Kaplan Sterling Investments, Inc. 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.

Matthew Carlin is a financial advisor with Foundations Investment Advisors LLC, holding Series 63 and Series 66 licenses and bringing 36 years of industry experience. He has worked at Foundations Investment Advisors since 2023 and previously held roles at AE Wealth Management, LLC, and Client One Securities, LLC. In addition to his financial advisory work, Carlin is a self-employed playwright. Foundations Investment Advisors provides financial planning and portfolio management services to a diverse client base, including individual, high-net-worth, and institutional clients. The firm uses a combination of fundamental, technical, and cyclical analysis along with model portfolios and asymmetric rebalancing to guide investment decisions.

Alex Zengo is a financial advisor with Americana Partners, LLC in Houston, TX, holding Series 63 and Series 65 licenses and having 25 years of industry experience. His prior work includes roles at Saxony Securities, Inc, Purshe Kaplan Sterling Investments, Inc., and Morgan Stanley. He is also involved with Americana Partners International, a division serving international clients. 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 portfolio management, utilizing a range of investment vehicles and third-party platforms, and serves as adviser to multiple private pooled investment vehicles for qualified investors.

Christian Taylor is a financial advisor at Blackridge Asset Management, LLC with 16 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at several firms, including NEXT Financial Group, Inc. and Waddell & Reed. Blackridge Asset Management provides financial planning, investment management, and consulting services to individuals, high-net-worth clients, trusts, estates, corporations, retirement plans, and charitable organizations. The firm utilizes a network of investment adviser representatives and offers tailored portfolio management through affiliated platform managers and third-party providers.

David Lee is a financial advisor at Foundations Investment Advisors LLC in Houston, TX, holding a Series 66 designation with nine years of industry experience. His previous roles include positions at Edward Jones and LPL Financial. He is also involved with Impact Partners Financial, where he engages in insurance sales and services. Foundations Investment Advisors provides financial planning and portfolio management to individuals, high-net-worth clients, retirement plans, and registered investment companies, utilizing a mix of fundamental, technical, and cyclical analysis combined with model portfolios and an asymmetric rebalancing approach.