Alexandra Neault is a financial advisor at CORDA Investment Management, LLC in Houston, TX, with four years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Florida Financial Advisors and Trinity Wealth Securities. Outside of her advisory roles, she has experience in the hospitality industry, including positions at Gangchu Chicken & Beer and Silverado Golf and Country Club. CORDA Investment Management is a multi-team registered investment adviser managing approximately $2.0 billion in client assets. The firm provides discretionary portfolio management and integrated financial planning to individuals, including high-net-worth clients, and offers pension consulting, tax preparation, and estate-planning services.

Raymond Knezek II is a financial advisor with Sequent Planning, LLC, holding Series 63 and Series 65 licenses and six years of industry experience. He has worked at firms including JPMorgan Chase Bank and Edelman Financial Engines. Knezek also serves as a field underwriter for Futurity First Insurance Group, focusing on retirement planning and estate protection. Sequent Planning, LLC (doing business as Futurity First Wealth Management) is an SEC-registered investment adviser serving individuals, retirement plan sponsors, businesses, endowments, and nonprofits. The firm offers asset management, financial planning, and retirement-plan services utilizing a structured risk framework and a combination of firm-developed and third-party manager models.

Edwin Langley Jr. is a CFP® with 23 years of industry experience, currently serving as a financial advisor at Halbert Hargrove since 2011. He is also a certified public accountant and principal owner of Langley & Associates, a CPA firm he has operated since 1979. Halbert Hargrove Global Advisors manages approximately $4.2 billion for individuals, pension plans, trusts, estates, charitable organizations, and corporate entities. The firm employs a multi-advisor platform offering discretionary, fee-only investment management combined with financial planning and consulting services, utilizing a disciplined investment process overseen by an Investment Committee.

Ross Langley is a CFP® professional with 17 years of industry experience. He has been with Halbert Hargrove since 2011 and also operates Langley & Associates, a certified public accounting practice. Halbert Hargrove Global Advisors serves a diverse client base including high-net-worth individuals, pensions, trusts, and charitable organizations, managing approximately $4.2 billion across a multi-advisor platform. The firm offers discretionary, fee-only investment management and financial planning, employing an Investment Committee to construct diversified portfolios using a wide range of asset classes and investment strategies.

Karl Krueger is a financial advisor at Avidian Wealth Solutions in Houston, TX, holding a Series 66 designation with 26 years of industry experience. He has been with Sta Wealth Management, LLC since 2015. Avidian Wealth Solutions is an SEC-registered advisory firm serving individuals, high-net-worth families, businesses, retirement plans, and institutional clients. The firm manages approximately $3.99 billion in assets and offers a range of services including discretionary portfolio management, financial planning, and ERISA-plan advisory work, utilizing model-based managed solutions and sub-advisory arrangements.

Frances Longshore is a CFP® with 37 years of industry experience, currently serving at Tucker Asset Management LLC since 2021. She has worked at Principal Financial for 15 years and has been the owner and president of Longshore Financial Group since 1988. Outside of advisory work, she is involved in selling Medicare supplement insurance, fixed annuities, fixed insurance, and long-term care products. Tucker Asset Management serves individual and high-net-worth clients as well as foundations, trusts, estates, and charitable organizations, providing discretionary investment management and financial planning through a network of independent investment adviser representatives. The firm employs a top-down, macroeconomic asset-allocation process and offers a range of strategies including growth, fixed income, direct indexing, and alternative investments.

Bonner Barnes is a financial advisor with CORDA Investment Management, LLC, based in Houston, TX. He holds 18 years of industry experience and has been with CORDA since 1999. 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, as well as pension consulting, tax preparation, and estate-planning services, utilizing a range of investment strategies tailored to client objectives.

Taylor Motsinger is a financial advisor at Avidian Wealth Solutions with four years of industry experience. He holds a Series 65 credential and has previously worked at RJ Capital and Holland & Knight. Before his advisory career, he spent six years at Florida State University. Avidian Wealth Solutions is an SEC-registered advisory firm serving individuals, high-net-worth families, businesses, retirement plans, and institutional clients. The firm manages approximately $3.99 billion in assets and offers investment management, financial planning, and fiduciary services, implementing primarily model-based managed solutions supplemented by sub-advisors and tailored allocations.

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.

Susan Hubbell Sanchez is a financial advisor at AssuredPartners Investment Advisors with 12 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at firms including Pensionmark Financial Group, Creative Planning, and Lockton Financial Advisors. Additionally, she is an insurance agent for property and casualty insurance. AssuredPartners Investment Advisors provides portfolio management, financial planning, pension consulting, and employee benefit plan advisory services to individuals, trusts, retirement plans, and other entities. The firm manages several billion in discretionary assets and serves clients through a team of advisors across multiple offices.

Terrance Puhl is a financial advisor with CORDA Investment Management, LLC in Houston, TX, holding Series 63 and Series 65 licenses and possessing 23 years of industry experience. He has worked at CORDA Investment Management since 2012, following roles at Sanders Morris LLC and SMH Capital Advisors LLC. CORDA Investment Management is a multi-team registered investment adviser overseeing approximately $2.0 billion in client assets for about 1,359 clients. The firm offers discretionary portfolio management and integrated financial planning to individuals, including high-net-worth clients, alongside pension consulting, tax preparation, and estate-planning services. Its investment approach incorporates customized portfolios with ongoing monitoring and a range of strategies such as options, direct indexing, and long/short trading.

Teresa Queal is a financial advisor at CORDA Investment Management, LLC with 13 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at CORDA since 2012, following a brief tenure at Sanders Morris LLC. CORDA Investment Management is a multi-team registered investment adviser managing approximately $2.0 billion in client assets. The firm provides discretionary portfolio management and integrated financial planning for individuals, including high-net-worth clients, along with pension consulting, tax preparation, and access to attorney-led estate-planning document services. Their investment approach includes customized portfolios with strategies such as options trading, direct indexing, and factor-driven models.

Sandler Weinberg is a Series 66-credentialed financial advisor with five years of industry experience, currently practicing at Howard Capital Management, LLC. His prior roles include positions at Merrill Lynch and McNair Interests. Outside of advisory work, he serves as CFO for Lucky Number Eight Productions, a movie production firm, and the Cafe Texan History Museum and Library, a restaurant, in addition to bookkeeping for 1836 Steakhouse. Howard Capital Management serves a diverse client base ranging from individuals to institutions and offers discretionary portfolio management and private wealth services utilizing proprietary tactical indicators and model portfolios, often implemented through the firm’s own mutual funds and ETFs.

Michael Smith is a financial advisor with Avidian Wealth Solutions in Houston, TX, holding Series 63 and Series 65 licenses and 23 years of industry experience. He has been with Avidian Wealth Solutions, formerly Streettalk Advisors, since 2003. Outside of his advisory role, he is an owner of Avidian Insurance Agency. Avidian Wealth Solutions is an SEC-registered firm serving individuals, high-net-worth families, businesses, retirement plans, and institutional clients with investment management and financial planning services. The firm manages approximately $3.99 billion in assets and utilizes model-based managed solutions alongside sub-advisors and separately managed accounts, while also acting as a fund sponsor and providing sub-advisory services.

Juan Fortoul Solorzano is a financial advisor at Insigneo Advisory Services, LLC with eight years of industry experience. He holds a Series 66 designation and has worked at firms including PNC Investments and BBVA in various capacities over the past decade. Insigneo Advisory Services provides investment advisory and consulting services to retail and institutional clients, offering both discretionary and non-discretionary portfolio management. The firm combines committee-driven model portfolios with advisor-led portfolio construction and incorporates third-party macroeconomic research to align investments with client objectives and risk tolerances.

Gary Greensage is a financial advisor with Symphony Financial, Ltd. Co. and holds a Series 63 designation. He has 30 years of industry experience, including over 22 years at LPL Financial and 12 years with Symphony Financial. Outside of his advisory work, he is a partner in Un Tiro Guides & Outfitters, a business unrelated to investment management. Symphony Financial provides discretionary portfolio management, financial planning, and consulting services to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a long-term investment approach that incorporates fundamental and technical analysis and offers a broad multi-family office platform, including services like bill pay, private banking coordination, and liquidity-event planning.

Bradley Morris is a financial advisor with IP Financial Advisory Services LLC based in Houston, TX, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His career includes roles at Innovation Partners LLC, LifeMark Securities Corp., Foresters Equity Services, and Prudential-affiliated firms. In addition to his advisory work, he serves as president of B.A. Morris & Company Inc., a beverage importing and wholesaling business. IP Financial Advisory Services LLC primarily serves individual retail clients, offering portfolio management, financial planning, and consulting services. The firm uses a range of analytical approaches and provides specialized advisory services including actuarial and benefits consulting, focusing mainly on non-high-net-worth investors and retirement plan participants.

Robert Bruns is a financial advisor with Strategic Financial Concepts, LLC in Houston, TX, holding Series 63 and Series 65 registrations and bringing 28 years of industry experience. His prior roles include positions at LPL Financial, Ascendant Advisors, and Invesco Advisers. Outside of advisory services, he provides consultation regarding federal employee life insurance benefits. Strategic Financial Concepts, LLC serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities with personalized financial planning and discretionary investment management. The firm employs fundamental and technical analysis across various investment vehicles and is notable for integrating insurance-related activities and multiple LPL program offerings into its multi-team structure.

Nan Lu is a Series 65-licensed financial advisor with nine years of industry experience. She has worked at STA Wealth Management, LLC since 2016. Lu is based in Houston, TX, and is affiliated with Avidian Wealth Solutions. Avidian Wealth Solutions provides investment management, financial planning, and related advisory services to individuals, families, retirement plans, pooled investment vehicles, corporations, trusts, and other institutional clients. The firm employs managed model solutions and customized portfolios, uses third-party sub-advisors, and actively manages pooled and private funds.

James Mohr is a financial advisor with Bolton Securities Corporation, holding a Series 66 credential and six years of industry experience. He has worked at Bolton Global Capital and Bolton Global Asset Management since 2026, and previously held roles at OSAIC, SagePoint Financial, and Principal Life Insurance Company. Outside of his advisory work, Mohr serves as a sports referee for high school and junior high school games and is a board member of his local homeowners association. Bolton Global Asset Management is a registered investment adviser serving individual, corporate, institutional, and charitable clients. The firm provides customized wealth management through a network of independent advisers, offering portfolios primarily composed of mutual funds, ETFs, equities, and fixed-income securities with a generally long-term investment approach.