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 66 and Series 65 credentials and nine years of industry experience. He has been with Avidian Wealth Solutions (formerly STA Wealth Management, LLC) since 2017 and previously worked at Second Baptist Church for six years. Outside of finance, Carter owns Blackburn Productions, through which he provides illusionist and magical entertainment. Avidian Wealth Solutions offers investment management, financial planning, and advisory services to individuals, families, retirement plans, pooled investment vehicles, corporations, trusts, and other institutional clients. The firm manages portfolios using a combination of managed models and customized strategies and is active in managing pooled and private funds.

Misty Garza is a CFP® professional with 25 years of industry experience. She currently works at Bogart Wealth, LLC and previously spent eight years at Selah Financial Services. Bogart Wealth serves individuals, trusts, estates, and charitable organizations with comprehensive financial planning and wealth management, utilizing model portfolios and specialized investment options such as direct indexing SMAs, structured notes, interval funds, and private-market alternatives. The firm combines fundamental equity analysis with top-down asset allocation and employs AI tools under formal policies to support investment decisions.

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.

Miriam Angel is a financial advisor with Mutual Advisors, LLC, holding a Series 66 designation and 12 years of industry experience. Prior to joining Mutual Advisors in 2019, she worked at Securities America Advisors Inc. and Williams Financial Group of Kingwood. She is also a partner and owner of Wise Capital Partners, LLC, a non-investment related business focusing on administration and operations. Mutual Advisors, LLC serves a diverse client base including individual investors, trusts, retirement plans, and institutional clients. The firm offers a range of advisory services using a mix of active and passive strategies, and is notable for its scale of institutional management and specialized operational features.

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.

Brian Hays is a financial advisor with Mutual Advisors, LLC in Houston, TX, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. His previous roles include positions at Rosehill Asset Management, Wfga, Polaris Greystone Financial Group, LPL Financial, and Amegy Investments. Outside of advisory work, he is the sole owner of Haysvest, LLC, a personal oil and gas well investment business. Mutual Advisors, LLC serves a diverse client base ranging from individual investors to institutional clients, managing assets with a combination of active and passive strategies tailored to client objectives. The firm is notable for its scale and institutional work, managing approximately $9.45 billion across 154 advisors.

Gerardo Martinez is a financial advisor at CORDA Investment Management, LLC with five years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Brighton Jones, PricewaterhouseCoopers, DoorDash, and Dunkin Donuts. CORDA Investment Management is a multi-team registered investment adviser managing approximately $2.0 billion in client assets for around 1,359 clients. The firm offers discretionary portfolio management and integrated financial planning for individuals, including high-net-worth clients, as well as pension consulting, tax preparation, and attorney-led estate-planning document services.

Jared Neven is a CFP® professional with nine years of industry experience, currently serving as an advisor at Sowell Management. He is also co-founder and partner of Bellwether Advisory Group. His prior experience includes roles at Baker Tilly Capital, LLC, Baker Tilly Wealth Management, LLC, and Kestra Investment Services, LLC, as well as service in the United States Army Reserve. Sowell Management is a multi-team registered investment adviser serving individuals, retirement plans, corporations, and other RIAs with portfolio management, financial planning, and retirement-plan advisory services. The firm employs various management styles and offers solutions including model portfolios, third-party manager selection, unified managed accounts, and held-away account management.

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.

Wayne Lilly is a financial advisor at Symphony Financial, Ltd. Co. with two years of industry experience. He has also operated The Lilly Group LLC since 2011 and has worked at United Airlines since 1998. Symphony Financial, Ltd. Co. offers 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 combining fundamental and technical analysis, tailoring portfolios to client risk profiles and objectives.

Kevin Hopkins is a financial advisor at CORDA Investment Management, LLC with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including Scottrade, TD Ameritrade, Fidelity, and Chase Investment Services. Hopkins has been with CORDA since 2018. CORDA Investment Management is a multi-team registered investment adviser managing approximately $2.0 billion in client assets for over 1,300 clients through a team of around 30 advisors. The firm offers discretionary portfolio management and integrated financial planning for individuals and retirement plans, utilizing customized investment strategies such as long- and short-term trading, options, direct indexing, and long/short approaches.

Precious Stansberry is a financial advisor at SVB Wealth with Series 63 and Series 65 licenses and three years of industry experience. Her prior roles include positions at First Citizens Bank, Exxon, Boeing, Altria, PwC, and the Naval Education & Training Command. Beginning in 2025, she will serve as an Affluent Wealth Advisor at First Citizens Investor Services, providing comprehensive wealth management and financial planning services to high-net-worth clients. SVB Wealth LLC serves individuals, trusts, estates, retirement plans, charitable organizations, and corporate clients, offering wealth management, portfolio management, financial planning, and retirement plan advisory services. The firm uses a combination of affiliated and third-party managers guided by an Investment Committee and operates as a wholly owned subsidiary of First Citizens Bank & Trust Company.

Daniel Goodwin is a financial advisor at Accurate Wealth Management, LLC with 16 years of industry experience. He holds Series 65 and Series 63 designations and has been involved with multiple firms including Provident Wealth Advisors, LLC and Goodwin Financial Reality, which he manages outside of investment activities. Accurate Wealth Management serves individuals, pension plans, charities, corporations, and other advisers, offering discretionary portfolio management, financial planning, and a range of investment options including alternative assets. The firm emphasizes value, safety, quality, and risk control in its asset allocation approach and manages approximately $1.71 billion in regulatory assets.

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.

Sergio Sosa is a financial advisor with Bolton Securities Corporation in Houston, TX, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. He has worked at Bolton Global Asset Management and Bolton Global Capital since 2018, and previously at JP Morgan Securities LLC and JP Morgan Chase Bank from 2012 to 2018. Outside of his advisory work, he is co-owner and manager of Teak Accents, LLC, a business focused on building and selling home accents. Bolton Global Asset Management provides discretionary and non-discretionary asset management and financial planning services to a diverse client base, including individuals, high-net-worth investors, charitable organizations, corporations, and retirement plans. The firm’s advisor-driven approach customizes portfolios using mutual funds, ETFs, equities, and fixed-income securities, balancing long-term orientation with tactical trading and rebalancing.

Kenneth Golden is a financial advisor with The Mather Group, LLC, holding a Series 65 credential and seven years of industry experience. Prior to joining The Mather Group, he worked for Exxon Mobil for 34 years and spent a year in retirement. Outside of his advisory role, he is a member of KAG HOLDINGS, LLC, an engineering and management consulting business. The Mather Group primarily serves high-net-worth individuals, family offices, trusts, corporations, and other entities, offering financial planning, investment management, tax and estate planning, and family office services. The firm employs an evidence-based investment approach with risk-based allocation models and customization options such as direct indexing and ESG portfolios.

Pamela Ahlers is a CFP® with 39 years of industry experience, currently serving at Harbour Investments, Inc. since 2012 and leading Ahlers Financial Group since 2022. She previously worked at Ahlers & Stoll CPA's for 38 years. In addition to her advisory role, she is an independent insurance agent and prepares accounting and tax returns for clients through her CPA firm. Harbour Investments provides investment advisory and financial planning services to a diverse client base, including individuals, charitable and corporate clients, and retirement plans. The firm employs both fundamental and technical analysis to create customized strategies, offering discretionary and non-discretionary portfolio management alongside model-based solutions.

William Gorman is a financial advisor at CORDA Investment Management, LLC with 33 years of industry experience. He previously worked at Fisher Investments and TD Ameritrade. His credentials include Series 63 and Series 66 licenses. CORDA Investment Management is a multi-team registered investment adviser managing approximately $2.0 billion in client assets for around 1,359 clients. The firm offers discretionary portfolio management and financial planning for individuals and pension consulting, using various investment strategies including long- and short-term trading, options, and direct indexing.

Steven Schwartz is a CFP® with 22 years of industry experience, currently serving as a financial advisor at TFO Wealth Partners since 2010. He is also the owner of Synergy Risk Management, Ltd., an insurance and annuities business he has operated since 1983. Outside of his advisory role, he is a partner in a data capital partnership involved with private investments. TFO Wealth Partners serves a diverse client base including high-net-worth individuals, family offices, retirement plans, trusts, charitable organizations, and corporate clients. The firm manages approximately $4.85 billion in assets through a team of about 55 advisors, focusing on long-term, asset-allocation strategies using mutual funds, ETFs, and third-party managers.