Charles Jimerson Jr. is a financial advisor at Sunbelt Securities, Inc. in Houston, TX, holding a Series 63 designation and bringing 39 years of industry experience. His prior work includes 14 years at WFG Advisors, LP and 17 years at WFG Investments, Inc. He is also associated with North Texas Advisory Group, a general financial services business operating under Sunbelt Securities. Sunbelt Securities, Inc. offers investment advisory and related services to individual and institutional clients through a network of representatives. The firm employs various investment strategies and provides programs including wrap-fee portfolios, standalone financial planning, and referrals to third-party money managers.

Alan Hawkins is a financial advisor with intrua Financial in Houston, TX, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with intrua Financial since 2015 and has also worked at LPL Financial LLC since 2011. Hawkins is a Texas notary public. Intrua Financial provides 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 create customized asset allocations and investment policy statements, offering both discretionary and non-discretionary management along with access to third-party managers and wrap programs.

Gregory Lavergne is a financial advisor with Arax Advisory Partners in Houston, TX, holding Series 63 and Series 65 licenses and having 36 years of industry experience. His prior roles include positions at UBS Financial Services and U.S. Capital Wealth Advisors. He is also associated with USCA Securities, LLC as a registered representative. Arax Advisory Partners serves a diverse client base including individuals, high-net-worth clients, family offices, institutions, and businesses. The firm offers comprehensive wealth management services utilizing both traditional and alternative investments, supported by in-house and external portfolio teams, and employs advanced analytics and AI tools in its investment process.

Adam Morrow is a financial advisor at The Fiduciary Alliance in Houston, TX, holding a Series 65 designation. He has experience spanning multiple roles since 2016, including positions at Morgan Stanley and his own Morrow Wealth Advisory Group. The Fiduciary Alliance serves individuals, including high-net-worth clients, as well as retirement plans and other investment advisers, providing investment management and comprehensive financial planning services. The firm employs a combination of fundamental, technical, cyclical, and charting analysis and may use third-party managers in portfolio implementation.

Gabriel Berger is a financial advisor at Stephens with 10 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Oppenheimer & Co. Inc and Sanford C. Bernstein & Co, LLC. He serves on the Board of Governors of Touro University in an advisory role focused on alumni events. Stephens is a multi-team investment adviser with approximately 243 advisors and $18 billion in assets under management, serving individuals, retirement plans, foundations, corporations, and institutional clients. The firm offers a range of advisory and brokerage services, combining bottom-up equity research with committee-driven asset allocation and managing both discretionary and non-discretionary portfolios.

Bobby Lamb is a Certified Financial Planner™ (CFP®) with 28 years of industry experience. He is currently with Forvis Mazars Wealth Advisors, LLC and has held prior roles at FORVIS Wealth Advisors, BKD Wealth Advisors, Crossmark Global Investments, Capstone Financial Solutions, and Securities America Advisors. Forvis Mazars Wealth Advisors serves individuals, families, retirement plans, institutions, and nonprofit organizations with financial planning, investment management, and consulting services. The firm uses a customized investment approach combining active and passive strategies, emphasizing diversification, cost control, and long-term discipline, and operates as a subsidiary of a national accounting and professional services firm.

Mark Magee is a financial advisor with intrua Financial in Houston, TX, holding Series 63 and Series 66 designations and 22 years of industry experience. He has been with intrua Financial and LPL Financial since 2016. Magee operates a business entity named True Blue Enterprises for tax and investment purposes and is affiliated with Wrinkle Gardner and Company, participating in a CPA affiliate program. Intrua Financial is an SEC-registered multi-team advisory firm managing approximately $1.75 billion in regulatory assets with 37 advisors. The firm serves individuals, high-net-worth clients, trusts, foundations, and employer-sponsored retirement plans, offering asset management, financial planning, and retirement plan advisory services using a blend of fundamental analysis, modern portfolio theory, and technical analysis.

Stephen Tolbert is a financial advisor with Arax Advisory Partners in Houston, TX, holding a Series 63 designation and 35 years of industry experience. His prior roles include positions at UBS Financial Services, Morgan Stanley, and U.S. Capital Wealth Advisors. Arax Advisory Partners offers wealth management and advisory services to a diverse client base, including individuals, high-net-worth clients, family offices, institutions, and businesses. The firm employs a mix of in-house portfolio teams, independent managers, and alternative investments, complemented by AI tools and third-party analytics.

Keane Le Pham is a CFP® professional with two years of experience in the financial services industry, currently with Mutual of Omaha Investor Services, Inc. He has over a decade of experience as an insurance agent specializing in life, health, and annuity products. Le Pham also participates in a mortgage lead incentive program by submitting qualified mortgage leads to Mutual of Omaha Mortgage. 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 operates primarily through platform relationships with Envestnet and Pershing, delivering managed solutions that incorporate third-party money manager relationships and MOIS-approved model portfolios.

Michael Hardison Jr. is a financial advisor at Stephens with 26 years of industry experience. He holds a Series 66 designation and has worked previously at Morgan Stanley, Citigroup Global Markets, and Legg Mason Wood Walker. He has been with Stephens since 2014. Stephens is a multi-team investment adviser with approximately 243 advisors and $18 billion in assets under management, serving individuals, retirement plans, foundations, corporations, and institutional clients. The firm offers a range of advisory, brokerage, investment banking, and custodial services, combining bottom-up equity research with committee-driven asset allocation and fixed-income management.

Jon Hur is a financial advisor at Sunbelt Securities, Inc. in Houston, TX, holding a Series 66 designation with one year of industry experience. Prior to joining Sunbelt Securities, he worked in consulting staffing and serves in the United States Navy Reserve, a role he has maintained since 2001. Outside of his advisory work, Hur is involved in income tax preparation through Thorn Financial Group LLC. Sunbelt Securities, Inc. provides investment advisory and related services to individual and institutional clients through a network of representatives, offering financial planning, a wrap-fee program, and referrals to third-party money managers. The firm employs various investment strategies and allows advisers discretionary authority within its programs.

Paul Brown is a financial advisor with Gradient Advisors, LLC, holding Series 63 and Series 65 licenses and nine years of industry experience. He is also the owner of Titan Tax Advisors, a tax preparation business in Webster, Texas, which provides tax services and hosts seminars and speaking engagements. His prior work includes roles at RMD Financial and Titan Tax Advisors. Gradient Advisors, LLC offers investment management, financial planning, and consulting services to a diverse client base including individuals, retirement plans, trusts, estates, charitable organizations, and corporations. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, employing a largely non-discretionary model backed by various analytical tools and affiliated relationships.

Andrew Miller is a CFP® with 24 years of industry experience, currently serving at Independent Solutions Wealth Management, LLC. His prior experience includes roles at NEXT Financial Group and Ameriprise. Miller is also involved in advisory consulting and business development through his affiliations with Independent Solutions Wealth Management and Peak Brokerage Services. Independent Solutions Wealth Management LLC is an SEC-registered advisory firm managing approximately $1.54 billion in client assets, offering financial planning and portfolio management services to individuals, high-net-worth clients, corporate pension and profit-sharing plans, and trusts. The firm emphasizes strategic asset allocation and a manager selection process centered on in-house due diligence and portfolio monitoring.

Deborah Sopher is a financial advisor at Trek Financial in Bellaire, TX, with 30 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Trek Financial since 2010, with prior roles at World Equity Group and Purshe Kaplan Sterling Investments. Outside her work at Trek, she owns a group employee benefits firm, Strategic Benefits Solutions. Trek Financial serves individual and high-net-worth clients as well as institutional retirement plans, offering asset management, financial planning, and retirement-plan services. The firm employs a blend of strategic and tactical investment approaches, incorporating AI tools and a wide range of systematic and alternative strategies in portfolio management.

Brian Ching is a financial advisor with Arax Advisory Partners in Houston, TX, holding a Series 66 designation and seven years of industry experience. Prior to joining Arax in 2026, he worked five years at U.S. Capital Wealth Advisors and has been associated with USCA Securities since 2018. Outside of finance, Ching is involved in sports and hospitality; he serves as an ambassador for the Houston Dynamo Major League Soccer team and owns several Houston-based restaurants and bars, as well as a soccer camp business. Arax Advisory Partners provides wealth management and advisory services to individuals, high-net-worth clients, family offices, institutions, and businesses. The firm offers a range of services including portfolio management, comprehensive financial planning, retirement plan consulting, and private fund advisory, managing assets on a fiduciary basis with both traditional and alternative investment strategies.

Caleb La Vergne is a financial advisor at Arax Advisory Partners in Houston, TX, holding a Series 66 designation with one year of industry experience. His prior roles include positions at USCA Securities LLC, US Capital Advisors, and the University of Houston. Outside of finance, he has been involved with local organizations such as the Houston Dog Walking Club and Meadowlake Pet Resort. 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 using a combination of in-house teams, external managers, and alternative investments, supported by AI tools and third-party analytics.

Wyatt Broome is a financial advisor with Foundations Investment Advisors LLC in Houston, TX, holding Series 63 and Series 65 licenses and six years of industry experience. His career includes roles at AE Wealth Management, Fidelity Investments, Purshe Kaplan Sterling Investments, and 49 Financial. He is also associated with Impact Partners Financial, where he engages in insurance sales. Foundations Investment Advisors provides financial planning and portfolio management services to individual and high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm employs a range of investment strategies and utilizes model portfolios with discretionary or non-discretionary authority assigned to its representatives.

Ana Salas is a CFP®-certified financial advisor with 25 years of industry experience, currently with intrua Financial. Her prior experience includes roles at Private Advisor Group, LPL Financial, and Concourse Financial Group Securities. She is based in Houston, TX. Intrua Financial is an SEC-registered multi-team advisory firm serving individuals, high-net-worth clients, trusts, foundations, and retirement plans. The firm employs a blend of fundamental, technical, and cyclical analysis to create customized investment strategies and provides a range of advisory and consulting services.

Amanda Ton is a financial advisor with Arax Advisory Partners, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. Her prior roles include positions at U.S. Capital Wealth Advisors, USCA Securities LLC, J.P. Morgan Securities, and Chase Investment Services Corp. Outside of advising, she is the owner of ADATIS Corp & ADATIS Ltd, a holding company for personal real estate investments. 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 various advisory services, employing a fiduciary approach with in-house and external portfolio management teams utilizing a range of traditional and alternative investments.

John Sicola is a ChFC® and Series 63 designated advisor with seven years of industry experience. He is currently with Gradient Advisors, LLC and previously worked at AE Wealth Management, The Lloyd Financial Group, and operated his own firm, Sicola Advisory Group, for five years. Outside of his advisory work, he is a member of the Knights of Columbus, a Catholic fraternal charity organization. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities, delivering these through a network of Investment Advisor Representatives and third-party money managers. The firm uses a largely non-discretionary model, incorporating fundamental, technical, and cyclical analysis in portfolio management, and oversees approximately $1.39 billion in total platform assets.