Robert Bradford is a CFP® professional with 23 years of experience in the financial services industry. He has been with intrua Financial since 2016 and also maintains an association with LPL Financial since 2015. Bradford provides investment advisory services through intrua Financial, an independent registered investment advisor 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 employs a combination of fundamental analysis, modern portfolio theory, and technical and cyclical analysis to create customized asset allocations and investment policy statements, managing approximately $1.76 billion in client assets as of December 31, 2024.

Harrison Hamilton is a CFP® with nine years of industry experience, currently serving as a financial advisor at Sunbelt Securities, Inc. in Houston, TX. He has previously worked at Smith Anglin Financial, Fisher Investments, TD Ameritrade, Scottrade, and Farmers Insurance. Sunbelt Securities, Inc. offers investment advisory and related services to individual and institutional clients through a network of investment adviser representatives, providing portfolio management, financial planning, and access to third-party money managers with a flexible approach to investment strategies.

Deborah Jones is a CFP® with 33 years of experience in financial planning and wealth management. She is currently with Avantax Planning Partners, Inc. and has prior experience with Cetera Wealth Services, Cetera, and Avantax Advisory Services. Outside of her advisory work, she serves on the board of the Royal Crest Office Association in Houston. Avantax Planning Partners, Inc. provides portfolio management, financial planning, and managed retirement plan services primarily through a network of CPA firms and registered advisors, serving individuals, high-net-worth clients, pension plans, charitable organizations, and businesses. The firm employs tax-intelligent strategies and discretionary management through firm-designed allocation models overseen by an investment advisory committee.

Jesse Dietz is a CFP® with 20 years of industry experience currently serving at Gibbs Wealth Management, LLC. He has worked at Gibbs Wealth Management since 2023 and has been with Retirement Planners Of Texas, LLC since 2014, where he is also the founder and partner of Retirement Planners of TX Insurance Group, Inc. Outside of advising, he manages this insurance business, soliciting insurance products to clients. Gibbs Wealth Management provides discretionary investment advisory services to individual and high-net-worth clients through a model management program that uses third-party platforms and strategists to implement model portfolios. The firm focuses on selecting and monitoring third-party model portfolios based on clients’ financial situations, goals, and risk tolerance.

Christopher Metscher is a CFP® professional with 26 years of industry experience, currently affiliated with Sunbelt Securities, Inc. in Westminster, CO. He has worked at FamilyWealth Advisers, LLC, Advisorsource.Com, LLC, and Jolliffe Capital, Inc. Prior to his current role, he has been with Sunbelt Securities since 2011. Outside of his advisory work, he is the owner and agent of IFP Insurance Services LLC, providing life and fixed insurance. Sunbelt Securities serves individual investors, charitable organizations, and corporate clients through a network of 68 investment adviser representatives, managing approximately $2.0 billion in assets. The firm offers portfolio management, written financial planning, and referrals to third-party money managers, with a focus on discretionary management at the representative level.

Vincent Arnold III is a CFP® and holds a Series 66 license, with three years of industry experience. He currently works with Concurrent Investment Advisors, LLC and TAVO Wealth. Prior to this, he was employed at Raymond James & Associates, Inc. Outside of financial advising, he has experience working in the hospitality and service industries. Concurrent Investment Advisors, LLC is an SEC-registered firm serving individuals, high-net-worth clients, families, trusts, businesses, and retirement plans. The firm employs a long-term, portfolio-driven investment approach using ETFs, mutual funds, and selected individual securities, managing approximately $15.7 billion in assets across roughly 240 advisors and 13,000 clients.

Robyn Honeycutt is a financial advisor at Van Clemens Wealth Management, LLC with 12 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at firms including Wells Fargo Clearing, Frost Brokerage Service, and BBVA Securities. Van Clemens Wealth Management provides investment advisory and financial planning services to individuals, trusts, estates, and institutional clients, serving both non-high-net-worth and high-net-worth individuals. The firm customizes portfolios based on client objectives and risk tolerance, using methods such as modern portfolio theory and fundamental and technical analysis, and employs third-party managers as well as an in-house Growth Opportunities model focused on micro- and small-cap equities.

Cecil Byers is a financial advisor at Sunbelt Securities, Inc. in Houston, TX, holding Series 63 and Series 65 credentials with 50 years of industry experience. He has been with Sunbelt Securities since 2015. Sunbelt Securities serves individual investors, charitable organizations, and corporate clients through a network of 68 Investment Advisor Representatives, managing approximately $2.0 billion across several thousand client relationships. The firm provides portfolio management, financial planning, and consulting services, primarily focusing on discretionary management through a rep-directed wrap program.

John Fleckenstein is a financial advisor at Sunbelt Securities, Inc. in Kerrville, TX, holding Series 63 and Series 65 credentials with 38 years of industry experience. He has been with Sunbelt Securities since 2009. Outside of his advisory role, he is involved as a joint owner in non-investment related ventures including real estate and aircraft ownership. Sunbelt Securities serves a diverse client base including individual investors, charitable organizations, and corporate clients, managing approximately $2.0 billion across thousands of accounts. The firm provides portfolio management, financial planning, and consulting services, primarily through a network of investment adviser representatives who deliver tailored advice and discretionary portfolio management.

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.

Mitchell Friedemann is a CFP® with 10 years of experience in the financial services industry, currently serving as an advisor at Sunbelt Securities, Inc. since 2016. He previously worked briefly at LPL Financial and has experience in tax preparation through Thorn Financial Group LLC. Sunbelt Securities, Inc. offers investment advisory and related services to individual and institutional clients through its network of investment adviser representatives. The firm’s approach includes a range of portfolio management strategies and offers services such as wrap-fee programs, standalone financial planning, and referrals to third-party money managers.

Kelly Reavis is a financial advisor with Sunbelt Securities, Inc. in Houston, TX, holding Series 63 and Series 66 licenses and 28 years of industry experience. He has been with Sunbelt Securities since 2012. Sunbelt Securities serves individual investors, charitable organizations, and corporate clients, managing approximately $2.0 billion through a network of 68 advisors. The firm offers portfolio management, financial planning, and referrals to third-party money managers, with a focus on discretionary portfolio management at the advisor level.

Elizabeth Chamberlain is a Series 66-licensed financial advisor with Sunbelt Securities, Inc. in Houston, TX, where she has worked since 2016. She has nine years of industry experience and is also involved with Neil Chamberlain CPA, a bookkeeping and accounting firm unrelated to investment activities. Sunbelt Securities serves a diverse client base including individual investors, charitable organizations, and corporate clients, managing approximately $2.0 billion across several thousand relationships. The firm offers portfolio management, financial planning, and consulting services, with advisory solutions primarily delivered through representatives who provide tailored asset allocations and discretionary portfolio management.

Amy Buchheit is a financial advisor at Intrua Financial with 12 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Larson Financial Group and Larson Financial Securities. Buchheit also operates DAB Leasing LLC and DAB Fleet LLC for tax and investment purposes. Intrua Financial provides investment advisory, portfolio management, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, foundations, small businesses, and plan sponsors. The firm combines fundamental analysis, modern portfolio theory, and technical analysis to create customized asset allocations and investment policy statements, managing approximately $1.76 billion in client assets as of December 2024.

Shelley Morrison Phelps is a financial advisor with Sunbelt Securities, Inc. in Houston, TX, holding a Series 63 designation and bringing 32 years of industry experience. She has been with Sunbelt Securities since 2012. Sunbelt Securities serves a diverse clientele including individual investors, charitable organizations, and corporate clients, managing approximately $2.0 billion through a network of 68 advisors. The firm offers portfolio management primarily through discretionary wrap programs, written financial planning, and third-party money manager referrals.

David Ahlquist is a CFP®-certified financial advisor with 26 years of industry experience. He is currently with Concurrent Investment Advisors, LLC and previously worked at TAVO Wealth, Raymond James & Associates, and TIAA-CREF. Concurrent Investment Advisors, LLC is an SEC-registered firm that provides wealth management, investment management, and financial planning services to individuals, families, trusts, businesses, and retirement plans. The firm manages approximately $15.7 billion in assets and employs a primarily long-term, portfolio-driven investment approach using ETFs, mutual funds, and selected individual securities.

Hailey Thorn is a financial advisor with Sunbelt Securities, Inc. in Southlake, TX, holding a Series 66 designation and nine years of industry experience. She previously worked at Sontag Advisory LLC before joining Sunbelt Securities in 2019. Outside of her advisory role, she is involved in tax preparation through Thorn Financial Group LLC and holds a life insurance agent license. Sunbelt Securities serves individual investors, charitable organizations, and corporate clients, managing approximately $2.0 billion across several thousand relationships. The firm offers portfolio management, financial planning, and consulting services, with a focus on discretionary management delivered at the individual advisor level.

Randall Gillespie is a financial advisor at Intrua Financial with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at LPL Financial and Private Advisor Group, LLC. Outside of his advisory role, he operates a tax and insurance-related business under Randy C. Gillespie & Associates, Inc. Intrua Financial is a multi-team registered advisory firm serving individuals, high-net-worth clients, trusts, foundations, and retirement plans. The firm employs a diverse investment approach combining fundamental, technical, and cyclical analysis and offers various portfolio management and consulting services.

Kevin Wessels is a financial advisor with Mutual of Omaha Investor Services, Inc. He holds Series 63 and Series 65 licenses and has three years of industry experience. His prior work includes roles at Greene Law P.C., RevSherpas LLC, Fiserv, and MFS. Wessels is also an insurance agent licensed to sell life, health, and annuity products. 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 utilizes platform relationships and third‑party managers to deliver managed solutions and operates alongside broker‑dealer and insurance businesses within the Mutual of Omaha group.

Brock Carlin is a financial advisor with Sunbelt Securities, Inc. in Houston, TX, holding a Series 66 designation and 18 years of industry experience. He has been with Sunbelt Securities since 2016. 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 through a rep-directed wrap program, written financial planning, consulting, and access to third-party money managers.