Shannon Willems is a financial advisor at New Edge Wealth with 14 years of industry experience. He holds a Series 66 designation and previously worked at Sanford C. Bernstein & Co., LLC for 12 years. Willems has been with New Edge Wealth and its affiliated broker-dealer since 2026. New Edge Wealth primarily serves ultra-high-net-worth individuals, families, family offices, foundations, trusts, and other institutional clients. The firm focuses on asset allocation and investor behavior, tailoring portfolios through a combination of independent managers, model strategies, and proprietary investment solutions, supplemented by AI-assisted analytics with human oversight.

Annelise Bovet is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Robertson Stephens. Her prior roles include positions at Collaboration Capital LLC, Perigon Wealth Management, and Chilton Capital Management. She is also a licensed Notary Public. Robertson Stephens provides investment advisory services to individuals, families, trusts, and charitable organizations, managing over $8 billion in assets. The firm offers a range of portfolio management and planning services, utilizing in-house models and third-party managers across various asset classes.

Dean Boebinger is a Certified Financial Planner (CFP®) with 25 years of industry experience. He has been with Strategic Financial Concepts, LLC since 2010 and also maintains a long-term association with King Investment Advisors, Inc. since 2000. Strategic Financial Concepts provides personalized investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth households, retirement plans, and institutional clients. The firm employs a combination of fundamental and technical analysis, model portfolios, and third-party manager solutions to deliver discretionary portfolio management and integrated financial planning.

Benjamin Kimla is a CFP® and holds a Series 65 license with 11 years of industry experience. He has worked at OneSeven since 2021 and previously held roles at Baron Financial Advisors, LLC and 121 Advisory Group LLC. Outside of advisory work, he is an independent insurance agent focused on life, health, and fixed insurance products. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, offering portfolio management, financial planning, and retirement-plan consulting. The firm employs a primarily long-term investment approach with diversified portfolios, access to alternatives, and both discretionary and non-discretionary arrangements.

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.

Matthew Schwartz is a CFP® and holds a Series 65 license with six years of industry experience. He has worked at TFO Wealth Partners since 2019 and previously held positions at Capstone Partners and Lion Street. Outside of his advisory role, he works as an insurance agent designing life insurance policies. TFO Wealth Partners serves individual clients, family offices, retirement plans, trusts, charitable organizations, and corporate clients, managing approximately $4.85 billion in assets. The firm employs a long-term, asset-allocation driven investment approach using model portfolios primarily composed of mutual funds and ETFs, supplemented by third-party managers, and offers a range of services including portfolio management, family office services, and financial planning.

Kenneth Green is a financial advisor at New Edge Wealth in Houston, TX, holding Series 65 and Series 63 designations. He has accumulated experience at several firms, including Charles Schwab & Co., Inc. and Green Wealth Management Group, and spent ten years in full-time education prior to his advisory career. New Edge Wealth primarily serves ultra-high-net-worth individuals, families, family offices, foundations, trusts, and institutional clients. The firm offers a range of advisory services centered on asset allocation and investor behavior, utilizing a combination of independent managers, model strategies, proprietary investment solutions, and AI-assisted analytics alongside adviser judgment.

Glen Rives is a CFP® professional affiliated with BakerAvenue Wealth Management, LP, with 15 years of experience in the financial industry. His prior experience includes roles at Morgan Stanley, Willis Johnson & Associates, Mercer Advisors, and Time Financial. He holds Series 63, 65, and 66 licenses and is based in Houston, TX. BakerAvenue Asset Management is an SEC-registered multi-team wealth manager serving individual, high-net-worth, and institutional clients. The firm provides discretionary portfolio management, financial planning, family office services, and access to alternative investments, employing a range of strategies that combine quantitative, fundamental, and tactical allocation methods.

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 Certified Financial Planner (CFP®) with 20 years of experience in the financial services industry. He is currently with Gibbs Wealth Management, LLC and has held prior positions at firms including Retirement Planners of Texas, which he founded and managed. Gibbs Wealth Management provides discretionary investment advisory services to individual and high-net-worth clients, utilizing third-party model portfolios through advisor-directed programs. The firm focuses on selecting and monitoring 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 with Van Clemens Wealth Management, LLC in League City, TX, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. Her prior roles include positions at Wells Fargo Clearing, Frost Bank and Brokerage Service, and BBVA Securities and Compass Bank. Van Clemens Wealth Management, LLC serves individuals, trusts, estates, and institutional clients with investment advisory and financial planning services. The firm employs a variety of portfolio management strategies, including the use of third-party managers and 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 at Compound Planning, Inc. with four years of industry experience. He holds a Series 65 designation and has worked at several firms, including Larson and Baker and Company Advisory Group. Outside of his advisory role, he serves as CEO of Dylan Clark Consulting, providing regulatory compliance services and consulting on exempt offerings for fund managers and syndicators. Compound Planning serves individuals, families, businesses, retirement plans, and financial intermediaries with discretionary portfolio management, financial planning, and institutional retirement-plan services. The firm employs a fiduciary, goals-based investment process and offers a range of strategies from low-cost ETFs to professional options, supported by technology partnerships and automated portfolio monitoring.

John Piland is a financial advisor at Americana Partners, LLC in Houston, TX, with 44 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Purshe Kaplan Sterling Investments, Ameriprise Financial Services, Morgan Stanley, Stephens, and Citigroup Global Markets. 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 offers customized portfolios through ongoing client consultations and discretionary management, utilizing a broad range of investment vehicles and incorporating alternative investments and third-party managers.