James Barksdale is a financial advisor at Symphony Financial, Ltd. Co. in Houston, TX, with two years of industry experience. He has been with Symphony Financial since 2023 and concurrently holds a position at Boeing since 2014. Symphony Financial, Ltd. Co. provides discretionary investment management, financial planning, and consulting services to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a long-term investment approach combining fundamental and technical analysis, tailoring portfolios to client risk profiles and objectives, and offers a multi-family office service model coordinating broad family needs through outside providers.

Sonia Martinez Trujillo is a financial advisor at Fiduciary Financial Advisors with one year of industry experience. She holds a Series 65 designation and previously worked at Maia Wealth and LJA Engineering, Inc. Outside of her advisory role, she teaches Pre-Calculus part-time at Regina Caeli Academy and is a contracted health insurance agent with OpenSi Group. Fiduciary Financial Advisors provides discretionary investment management and financial planning services to individuals, families, trusts, retirement plans, corporations, and charitable foundations. The firm employs a combination of strategic asset allocation and tactical adjustments using various analytical methods, and offers trustee services as well as access to private and non-liquid alternative funds.

Michael Snasel is a financial advisor at Simplicity Wealth with 17 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at firms including LifePro Asset Management and Horter Investment Management. He is also the owner of Vantage Financial Group, where he engages in retirement income planning, Social Security optimization, and legacy planning. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, and institutional clients. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, and offers advisory services alongside technology and operational support for other advisers.

Andrew Ramsey is a financial advisor at Capital Analysts with six years of industry experience. He holds the Series 66 designation and has prior work experience at PricewaterhouseCoopers. He is also associated with Outlook Financial Group, providing financial services to clients through Lincoln Investment. Capital Analysts serves a diverse client base, including individuals, high-net-worth investors, retirement plans, trusts, and corporate clients. The firm offers discretionary and non-discretionary portfolio management with a focus on model portfolios managed by an in-house investment team, and it maintains a close affiliation with Lincoln Investment.

Christopher Sewell is a financial advisor at Mutual Advisors, LLC with five years of industry experience. He holds a Series 65 designation and has worked previously at KPMG, Brownline and Braden Advisors, and Avrey Ranch Golf Club. Outside of his advisory role, he is involved in administration and operations at Wise Capital Partners, LLC. Mutual Advisors, LLC is an SEC-registered firm managing approximately $6.75 billion through a network of 123 advisors, serving individuals, institutional investors, trusts, and retirement plans. The firm offers a range of services including asset management and ERISA plan advisory, utilizing both passive and active investment strategies tailored to client objectives.

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.

Juan Hernandez Ariano is a CFP® with 8 years of experience currently serving at OneSeven. His prior roles include positions with Baron Financial Advisers, 212 Advisory Group, and Top Global Financial Advisors. He is president of the Financial Planning Association of Houston and is involved in college planning and technological advisory through WealthCreate LLC. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, focusing on diversified portfolios that may include mutual funds, ETFs, stocks, bonds, alternatives, and private placements. The firm employs both discretionary and non-discretionary approaches and leverages third-party platforms and managers to implement its strategies.

Daniel Baker is a financial advisor at Avior Wealth Management, LLC with a Series 65 credential and four years of industry experience. His prior roles include positions at Navigator Securities Ltd and Momentum Independent Network Inc., as well as experience in the energy sector and academia. Avior Wealth Management is an SEC-registered enterprise adviser managing approximately $5.08 billion in client assets through about 120 financial professionals. The firm serves individuals, pension plans, charitable and corporate entities, and banking institutions, offering discretionary and non-discretionary investment management, financial planning, and business consulting with a focus on fundamental analysis and a combination of long-term and short-term strategies.

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, holding Series 66 and Series 63 licenses and bringing 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 finance, he manages Teak Accents, LLC, a woodworking business that creates and sells home accents. Bolton Global Asset Management provides asset management and financial planning services to individuals, corporate and institutional clients, and fiduciary entities. The firm offers customized portfolio management through a network of independent advisers, employing a long-term investment approach with flexibility for shorter-term strategies.

Daniel Evans is a CFP® with 12 years of industry experience. He is currently with Bogart Wealth, LLC and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Bogart Wealth, LLC serves individuals, trusts, estates, and charitable organizations with comprehensive financial planning and wealth management services, utilizing model portfolios as well as specialized investment options such as direct indexing SMAs 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.

Peter Reilly is a financial advisor at Trajan Wealth, L.L.C. with 21 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at R. Cubed Capital, Anchor Capital Advisors, LLC, Nationwide Investment Services Corporation, and G.distributors, LLC. In addition to his advisory role, Reilly is also involved in insurance sales. Trajan Wealth serves primarily individual and high-net-worth clients, as well as foundations, endowments, and institutional investors. The firm provides discretionary portfolio management, financial planning, and access to alternative investments, using a tailored investment process informed by fundamental, technical, and cyclical analysis.

Robert Green is a Series 65-licensed financial advisor with 12 years of industry experience. He currently serves as an Investment Adviser Representative at Simplicity Wealth and has held roles at Rightway Investments LLC since 2013. Green is president of Leveled Up Digital Marketing and serves as a board member for the Patterns of Evidence Foundation, a nonprofit producing faith-based documentary films. Simplicity Wealth serves a broad mix of clients including individual and high-net-worth investors, retirement plans, and institutional investors. The firm employs a fund-of-funds investment approach using ETFs and mutual funds, offering model portfolios that are actively monitored and rebalanced, along with technology and operational services for other advisers.

Geraldo Olivo is a CFP® professional with seven years of industry experience, currently serving at Bogart Wealth, LLC since 2025. His previous roles include positions at The Colony Group, LLC, Buckingham Strategic Wealth, LLC, and Raymond James & Associates. Outside of finance, he was involved with Tranquilo Way Productions, LLC from 2016 to 2019. Bogart Wealth serves individuals, trusts, estates, and charitable organizations with comprehensive financial planning, consulting, and wealth management services. The firm employs model portfolios overseen by an Investment Portfolio Committee and incorporates a mix of fundamental equity analysis, technical factors, and top-down asset allocation, offering both traditional and alternative investment options.

Brent Shepherd is a CFP®-designated financial advisor with over 30 years of industry experience. He is currently with Wealthcare Advisory Partners LLC and has previously worked at LPL Financial and 1 St Global Insurance Services. Shepherd also operates Shepherd Financial Services, a business entity used for tax and investment purposes. Wealthcare Advisory Partners LLC manages approximately $6 billion in client assets through a team of more than 150 advisors, serving individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a goals-based, client-centered planning approach supported by proprietary software and combines behavioral economics with an evidence-based investment framework.

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.

Christopher Ramsey is a financial advisor with Capital Analysts in The Woodlands, TX, holding CFP® and Series 63 credentials and bringing 26 years of industry experience. He has worked at Lincoln Investment and Capital Analysts Incorporated since 2012 and serves as managing member of Outlook Financial Group, LLC, which supports his practice. Ramsey also holds a fixed insurance license and engages in related activities. Capital Analysts serves a diverse clientele including individual and high-net-worth investors, retirement plans, trusts, and corporate clients, offering discretionary and non-discretionary portfolio management through proprietary models, third-party managers, and ERISA retirement plan advisory services. The firm operates with a fiduciary standard and leverages a specialized investment research team and various portfolio options.

John Trent is a CFP® professional with 11 years of industry experience, currently serving at United Capital Financial Advisors since 2015. He is also the Head of Business Development at Emberwood Designs, LLC, a company focused on 3D printing and gaming-related projects. United Capital Financial Advisors provides financial planning and investment management services nationally to a diverse client base, including individuals, corporations, retirement plans, and charitable organizations. The firm employs discretionary portfolio management with customizable strategies, integrating both internally managed models and third-party managers, and offers client-facing technology and ongoing portfolio monitoring.

Miriam Angel is a Series 66 licensed financial advisor with 12 years of industry experience. She has worked at Mutual Advisors, LLC since 2019 and previously held roles at Securities America Advisors Inc. and Williams Financial Group of Kingwood. Outside of her advisory work, she is an owner-partner of Wise Capital Partners, LLC, a non-investment-related business. Mutual Advisors, LLC manages approximately $6.75 billion through a network of 123 advisors, serving individual and institutional clients with a range of services including asset management, financial consulting, and ERISA plan advisory. The firm employs a diverse investment approach combining passive and active strategies tailored to client objectives.