Jesse Brown is a CFP® with 17 years of industry experience, currently serving at Mariner Independent. His prior roles include positions at Rolling Hills Advisors, Royal Alliance Associates, SES Inc., Seia LLC, and Sii. He is also involved in insurance sales, offering fixed insurance products in addition to his advisory work. Mariner Independent provides investment advisory, financial planning, and consulting services to a diverse client base including individuals, trusts, charitable organizations, corporations, and employer-sponsored retirement plans. The firm offers portfolio management, access to model portfolios and third-party managers, and specialized services for retirement plan sponsors through a platform integrated with institutional resources and sub-advisory relationships.

Lindsey Boettigheimer is a financial advisor with intrua Financial based in Saint Louis, MO, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. Her prior work includes roles at LPL Financial LLC, Larson Financial, Tiaa, and SCOTTRADE, Inc. She provides administrative support to intrua Financial, an independent investment advisory firm. Intrua Financial offers investment advisory and portfolio management, comprehensive financial planning, and retirement-plan advisory services for individuals, high-net-worth clients, trusts, foundations, small businesses, and plan sponsors. The firm combines fundamental analysis, modern portfolio theory, and technical and cyclical analysis to develop customized asset allocations and manages approximately $1.76 billion in client assets.

Chad Mabry is a financial advisor with Sunbelt Securities, Inc. in Houston, TX, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. His previous roles include positions at Munich Re Trading LLC, Weild & Co, Entoro Capital, LLC, Entoro Securities, LLC, and FBR Capital Markets & Co. Sunbelt Securities serves a diverse client base including individual investors, high-net-worth clients, charitable organizations, and corporate/business clients. The firm manages approximately $2.0 billion across several thousand client relationships, offering portfolio management, written financial planning, and access to third-party money managers.

Brandon Woodard is a financial advisor with intrua Financial in Amarillo, TX, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His prior work includes roles at LPL Financial, Cetera Advisor Networks, and Pinnacle Financial Group. Outside of advising, he is involved with Hospice DME of Arizona and Woodard Properties, LLP. Intrua Financial provides investment advisory, portfolio management, and comprehensive financial planning services for individuals, high-net-worth clients, trusts, foundations, small businesses, and plan sponsors. The firm uses a combination of fundamental analysis, modern portfolio theory, and technical analysis to create customized asset allocations and offers both discretionary and non-discretionary management options.

Robert Boswell is a CFP® with seven years of industry experience, currently serving as a financial advisor at Sunbelt Securities, Inc. in Houston, TX. His prior work includes roles at Avidian Wealth Solutions and U.S. Capital Wealth Advisors. Before entering the financial sector, he worked for Major League Soccer for twelve years. Sunbelt Securities serves individual investors, charitable organizations, and corporate clients through a network of 68 advisors, managing approximately $2.0 billion. The firm offers portfolio management, financial planning, and consulting services, with a focus on discretionary management and a dual registration as both a broker-dealer and registered investment adviser.

Julieta Sandoval is a financial advisor at Arax Advisory Partners in Houston, TX, with 26 years of industry experience. She holds a Series 66 designation and has worked at firms including UBS Financial Services and U.S. Capital Wealth Advisors. Sandoval has also held management roles overseeing operations at USCA Securities, LLC and U.S. Capital Wealth Advisors, LLC. Arax Advisory Partners serves a diverse client base including individuals, high-net-worth clients, family offices, institutions, and businesses. The firm offers services such as discretionary and non-discretionary portfolio management, comprehensive financial planning, and private fund advisory, utilizing both in-house and external investment resources.

David Obenberger is a financial advisor with Geneos Wealth Management, Inc. in Deer Park, TX, holding a Series 66 designation and 21 years of industry experience. He has worked at Geneos Wealth Management since 2007 and at Rockwell Wealth Management since 2013. Outside of advisory work, he is an independent representative with various insurance carriers for fixed products. Geneos Wealth Management serves a diverse client base including individuals, trusts, estates, pension plans, corporations, and charitable organizations through financial planning, investment advisory, and brokerage services. The firm employs multiple analytic approaches and offers customizable portfolios, combining continuous account monitoring with discretionary trading authority.

Alden Dichoso is a financial advisor at Sunbelt Securities, Inc. in Houston, TX, holding Series 65 and Series 63 licenses with two years of industry experience. Prior to joining Sunbelt Securities in 2024, he spent five years at Louisiana Tech University and four years at Lamar High School. Outside of his advisory role, Alden works part-time as a Pilates instructor at HIP Fitness. Sunbelt Securities, Inc. provides investment advisory and related services to individual and institutional clients through a network of investment adviser representatives. The firm offers services including wrap-fee programs, standalone financial planning, and referrals to third-party money managers, employing various investment strategies tailored to client needs.

Shawndra Rodriguez is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63, 65, and 66 licenses and bringing 13 years of industry experience. Her career includes roles at Liberty Mutual Insurance, Allstate Insurance, Edward Jones, and Chase Investment Services Corp. She is based in Houston, TX. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm works primarily through a platform relationship with Envestnet and uses Pershing as custodian, delivering managed solutions via approved model portfolios and third-party managers.

Hunter Hart is a financial advisor at Intrua Financial with 22 years of industry experience. He holds a Series 66 designation and has been affiliated with Intrua Advisory Group, LLC and LPL Financial since 2016. His work includes providing investment advisory services through Intrua Advisory Group, an independent registered investment advisor. Intrua Financial is an SEC-registered multi-team firm managing approximately $1.75 billion in assets with 37 advisors. The firm serves individuals, high-net-worth clients, trusts, foundations, and employer-sponsored retirement plans using a blend of fundamental, technical, and cyclical analysis to create customized investment strategies implemented through direct management, model portfolios, and third-party managers.

Joey Martin is a financial advisor with Simplicity Wealth, holding Series 63 and Series 65 licenses and 13 years of industry experience. His prior roles include positions at American Trust Investment Services, Soar Financial LLC, and GWN Securities Inc. In addition to his advisory work, he operates J Martin Financial Services, where he offers life insurance and fixed indexed annuity products. Simplicity Wealth serves a diverse client base, including individual and high-net-worth investors, retirement plans, and institutional investors. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, and offers technology-driven asset management and operational services to other advisers through its managed account platform.

Dane Byers is a financial advisor with LPL Financial in Houston, TX, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with LPL Financial since 2015 and is involved with Intrua Financial, a registered investment advisor hybrid entity associated with his LPL business. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households, offering a range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Ryan Ringuet is a financial advisor at Arax Advisory Partners with 21 years of industry experience. He holds a Series 66 designation and has worked at UBS Financial Services, USCA Securities LLC, and U.S. Capital Wealth Advisors. Arax Advisory Partners provides wealth management and advisory services to a diverse client base including individuals, high-net-worth clients, family offices, institutions, and businesses. The firm offers discretionary and non-discretionary portfolio management, comprehensive financial planning, and private fund advisory, utilizing both in-house and external portfolio teams along with a mix of traditional and alternative investments.

Patrick Buckley is a financial advisor with Sunbelt Securities, Inc. in Houston, TX, holding a Series 65 designation and four years of industry experience. Prior to joining Sunbelt Securities, he worked at Saxon Interests, Inc. for three years and has been involved with Harper & Pearson Company PC for over a decade, serving as a technical consultant for the accounting firm. Sunbelt Securities serves a diverse client base including individual investors, charitable organizations, and corporate clients, managing approximately $2.0 billion in assets. The firm provides portfolio management, financial planning, and consulting services primarily through its network of investment advisor representatives.

Gaylord Chase Jr. is a financial advisor with Sunbelt Securities, Inc. in Jasper, TX, holding a Series 66 designation and bringing 23 years of industry experience. He has been with Sunbelt Securities since 2011. Outside of his advisory role, he serves on the boards of the Lamar Planned Giving Committee, the Art Museum of Southeast Texas, and Texas SportPac, organizations focused on college fundraising, the arts, and wildlife conservation respectively. Sunbelt Securities serves a diverse client base including individual investors, charitable organizations, and corporate clients, managing approximately $2.0 billion across several thousand accounts. The firm offers portfolio management, financial planning, and consulting services, with advice delivered at the individual advisor level and a focus on discretionary management.

Joshua Hall is a CFP® professional with nine years of experience in the financial services industry. He is currently with Parallel Advisors, LLC and has prior experience at Clarus Wealth Group, Sentinel Trust Company, and Wells Fargo Advisors. Parallel Advisors serves individuals, business entities, retirement plans, trusts, estates, and charitable organizations with discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a multi-strategy investment approach that includes fixed income, mutual funds, ETFs, independent managers, and options strategies, supported by technology platforms for portfolio management and tax-efficient rebalancing.

Nicholas Erwin is a CFP®-credentialed financial advisor with 22 years of industry experience, currently serving at Arax Advisory Partners. His career includes roles at UBS Financial Services and RBC Capital Markets, as well as over a decade at USCA Securities LLC. Erwin is based in Houston, TX. Arax Advisory Partners provides wealth management and advisory services to individuals, high-net-worth clients, family offices, institutions, and businesses. The firm employs a fiduciary approach utilizing both internal portfolio teams and external managers across traditional and alternative investments.

Kerry Rigdon is a financial advisor with Sunbelt Securities, Inc. in Houston, TX, holding Series 63 and Series 65 credentials and over 40 years of industry experience. He has worked at McPherson & Mayberry Personal Wealth Management and WFG Advisors, LP. Outside of advising, he has experience as an independent insurance agent and has been involved in estate planning services. Sunbelt Securities provides investment advisory and related services to individual, high-net-worth, and institutional clients through a network of representatives who offer portfolio management, financial planning, and referrals to third-party money managers using varied investment strategies.

Davis Rushing is a financial advisor at Arax Advisory Partners with 20 years of industry experience. He holds a Series 66 designation and has worked at firms including UBS Financial Services and U.S. Capital Wealth Advisors. Outside of his advisory role, Mr. Rushing serves on the board of directors for the Generation Park Management District and is involved in acting and modeling through his own production company and agency. Arax Advisory Partners provides wealth management and advisory services to individual, high-net-worth, institutional, and business clients. The firm offers portfolio management, financial planning, retirement plan consulting, private fund advisory, and a wrap fee program, managing accounts on a fiduciary basis with a mix of traditional and alternative investments supported by AI tools and third-party analytics.

Scott Blackley is a financial advisor at Rossby Financial, LLC with 17 years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Hornor Townsend & Kent Inc and Penn Mutual Life Insurance Company. Outside of his advisory role, he serves as a board member of The Second Wind Foundation, a charity focused on distributing books to children worldwide, and is a member of the Seabrook Rotary. Rossby Financial provides investment advisory and financial planning services to individuals, charitable organizations, pension and profit-sharing plans, corporations, and other business entities. The firm customizes portfolios based on clients’ objectives and risk tolerances using various analytical approaches and offers diversified investment strategies including mutual funds, ETFs, equities, fixed income, and derivatives.