Keith Beggs is a financial advisor at OneSeven with 11 years of industry experience. He holds a Series 65 designation and has worked at several firms including MDRN Capital, Baron Financial Advisers, and 212 Advisory Group. Beggs is also involved in insurance sales through his roles as founder of Steadfast Insurance Solutions and co-founder of Athlegacy. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, offering diversified portfolio management and financial planning with a primarily long-term investment approach and access to alternative strategies.

Michael Burke is a financial advisor at Bolton Securities Corporation with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Bolton Global Asset Management and Bolton Global Capital since 2020, following five years at Tudor, Pickering, Holt & Co. Securities, Inc. Outside of his advisory role, Burke serves as President and co-owner of Champions Golf Club, a private golf club in Houston, and is a regional board member for First Financial Bank. Bolton Global Asset Management provides asset management and financial planning services to individual, corporate, institutional, and nonprofit clients. The firm offers customized wealth management through independent advisers, utilizing a range of investment vehicles and strategies with a focus on long-term portfolio construction.

John Schloegel is a financial advisor at CORDA Investment Management, LLC with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Fidelity, Capital Cities Asset Management Inc, and Fisher Investments. Schloegel has been with CORDA since 2010. CORDA Investment Management is a multi-team registered investment adviser managing around $2.0 billion in assets for approximately 1,359 clients through a staff of about 30 advisors. The firm offers discretionary portfolio management and integrated financial planning to individuals, including high-net-worth clients, along with pension consulting, tax preparation, and estate-planning document services.

Timothy Wolfcale is a financial advisor with CORDA Investment Management, LLC in Houston, TX, holding Series 63 and Series 66 licenses and possessing 18 years of industry experience. He has worked at several firms, including TD Ameritrade, Chase Investment Services, Banc One Securities Corporation, and UBS Financial Services. He has been with CORDA Investment Management since 2014. CORDA Investment Management is a multi-team registered investment adviser managing 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, as well as pension consulting and in-house tax and estate-planning services.

Christopher Wise is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at Mutual Advisors, LLC. His prior experience includes roles at Mutual Securities, Inc., WFG of Kingwood, and Jackson National Life. Outside of his advisory work, he owns and manages businesses in personal training, insurance, music production, and marketing for SBA loan services. Mutual Advisors, LLC serves a diverse client base ranging from individual investors to institutional clients, including sovereign wealth funds. The firm employs a blend of active and passive investment strategies tailored to client objectives and utilizes multiple analytical approaches and third-party platforms to manage portfolios across a wide variety of account types.

Robin Chan is a financial advisor at Avidian Wealth Solutions with 17 years of industry experience. He holds the Series 66 designation and has worked at STA Wealth Management, Stark Capital Management, and Western International Securities. Avidian Wealth Solutions provides investment management, financial planning, and advisory services to a range of clients including individuals, families, retirement plans, corporations, and institutional investors. The firm manages portfolios through discretionary strategies, customized solutions, and employs third-party sub-advisors, with a focus on both traditional and alternative investments.

Stephen Mayor is a financial advisor with Bolton Securities Corporation and Bolton Global Capital, holding Series 63 and Series 66 designations and bringing 29 years of industry experience. His prior experience includes roles at UBS Financial Services and Merrill. He is the owner and CEO of Delta Global Investment Services, LLC, where he manages investment advisory and securities operations alongside his advisory duties. Bolton Global Asset Management provides asset management and financial planning services to individuals, corporate and institutional clients, as well as banks, trusts, estates, and charitable organizations. The firm offers customized wealth management using a combination of internal management, third-party asset managers, and model portfolios, focusing primarily on mutual funds, ETFs, equities, and fixed income with a generally long-term investment approach.

Michael Zdenek is a CFP® professional with 12 years of experience in the financial services industry. He currently serves as an advisor at Avidian Wealth Solutions and previously worked at JPMorgan Securities LLC and JPMorgan Chase Bank. Avidian Wealth Solutions is an SEC-registered advisory firm serving individuals, high-net-worth families, businesses, retirement plans, and institutional clients. The firm uses primarily model-based managed solutions supplemented by sub-advisors and separately managed accounts, and it also acts as a fund sponsor and sub-adviser, offering a range of investment management and advisory services.

Jackson Smith is a CFA® charterholder with three years of industry experience, currently serving as a financial advisor at Bolton Securities Corporation. His prior roles include positions at Bolton Global Capital, Rover, Bank of America, Merrill, Raymond James & Associates, and UBS. He has also worked with the Houston Astros. Bolton Global Asset Management provides asset management and financial planning services to individual, corporate, institutional, and charitable clients. The firm offers portfolio management through a network of independent advisors, utilizing mutual funds, ETFs, equities, and fixed-income securities with a focus on both long-term and shorter-term investment strategies.

James Mcginness is a financial advisor at Avidian Wealth Solutions with 11 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Hightower Advisors and Salient-affiliated firms. Avidian Wealth Solutions is an SEC-registered advisory firm serving individuals, high-net-worth families, businesses, retirement plans, and institutional clients. The firm employs a model-based investment approach supplemented by sub-advisors and separately managed accounts, managing approximately $3.99 billion in assets across 32 advisors.

Travis Oglesby is a financial advisor with Avidian Wealth Solutions in Houston, TX, holding Series 63 and 66 licenses and bringing 25 years of industry experience. His prior work includes roles at STA Wealth Management, Ivy Funds Distributor, and Waddell & Reed. Outside of advising, he is involved in agricultural activities as an owner of rental and crop farms in Lexington, Missouri. Avidian Wealth Solutions is an SEC-registered advisory firm serving individuals, high-net-worth families, businesses, retirement plans, and institutional clients. The firm employs primarily model-based managed solutions supplemented by sub-advisors and separately managed accounts, and it also acts as a fund sponsor and sub-adviser, offering a range of investment management and advisory services.

David Miller is a ChFC® credentialed financial advisor at AssuredPartners Investment Advisors with 38 years of industry experience. He previously worked at Kestra Advisory Services LLC and Kestra Investment Services, LLC for eight years. In addition to his advisory role, Miller is involved in insurance sales, including life, health, LTC, DI, group, and 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 through a multi-office team and offers both discretionary and non-discretionary portfolio management alongside educational and fiduciary services.

Shane Bulgerin is a financial advisor at CORDA Investment Management, LLC with 14 years of industry experience. He holds the Series 66 designation and has worked at firms including Churchill Management and Merrill. Based in Houston, TX, he joined CORDA in 2022. CORDA Investment Management is a multi-team registered investment adviser managing approximately $2.0 billion in client assets for about 1,359 clients through a team of around 30 advisors. The firm provides discretionary portfolio management and integrated financial planning to individuals, including high-net-worth clients, as well as pension consulting and tax preparation services.

Peter Knoer is a CFP® with 13 years of experience in financial advisory roles. He has worked at Bogart Wealth, LLC since 2016 and previously held positions at Morgan Stanley and RBC Capital Markets. He is based in Houston, TX. Bogart Wealth, LLC provides financial planning, consulting, and comprehensive wealth management services to individuals, trusts, estates, and charitable organizations, serving both non‑high-net-worth and high-net-worth clients. The firm employs a disciplined investment process that combines passive and active strategies, uses formal governance supported by AI tools, and offers access to alternative investments for qualified clients.

John Ramirez is a Series 66 licensed advisor with 22 years of industry experience. He has worked at Purshe Kaplan Sterling Investments and PKS Advisory Services, LLC since 2011. Outside of his advisory roles, he is involved with Woodlands Portfolio Management. PKS Advisory Services, LLC provides financial planning, consulting, and investment management services to individual clients, trusts, estates, and business entities. The firm manages approximately $905 million in assets for over 4,400 clients and customizes portfolios based on clients’ risk tolerance, time horizon, and objectives using a mix of fundamental and technical analysis.

Matthew Kirby is a financial advisor with Brighton Jones LLC in Houston, TX, holding a Series 66 credential and four years of industry experience. His prior roles include positions at Cerity Partners LLC, Avion Wealth LLC, Park Avenue Securities, Guardian Life Insurance, Inspire Financial Group, Grant Thornton, LLC, and Oral Roberts University. Brighton Jones provides wealth-management and financial planning services to individual, high-net-worth, and family-office clients through multiple brands, offering discretionary and non-discretionary portfolio management, financial planning, tax preparation, real-estate consulting, and family office administrative support. The firm employs a whole-balance-sheet approach and maintains an affiliated ecosystem including private investment funds, trust company services, and legal services for certain clients.

Joseph Garcia is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and three years of industry experience. His prior work includes roles at the Internal Revenue Service in Research, Applied Analytics and Statistics, the Texas Juvenile Justice Department, and Central Texas College. Garcia also serves as a Human Resources Officer in the U.S. Army. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individual investors, employer-sponsored plans, trusts, and charitable organizations. The firm utilizes model portfolios and third-party managers across multiple advisory platforms to deliver its services.

Travis Munro is a CFP® professional with 23 years of industry experience currently serving at Steward Partners Investment Advisory, LLC. His prior career includes 14 years at Lincoln Investment and two years with Momentum Independent Network Inc. Munro holds a Series 63 license and is based in Humble, TX. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, providing investment advisory, financial planning, pension consulting, and managed account services.

Kimberly Rehmeyer is a financial advisor at Integrated Wealth Concepts LLC with no prior industry experience. She has worked at Integrated Wealth Concepts since 2026 and has 18 years of experience at W&B Tax Firm PC. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, and family office services, utilizing a combination of internal management and third-party asset managers with a long-term investment approach.

Jason Neslony is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and bringing four years of industry experience. He has worked with Private Advisor Group and LPL Financial LLC since 2022, as well as with SWS Capital Investment LLC since 2019. Neslony is also involved with Neslony Capital LLC, a non-investment-related business entity. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm employs a fiduciary-based model using technology platforms and third-party managers to tailor investment strategies suited to client goals and risk tolerances.