Debra Parant is a CFA® charterholder with 26 years of experience in the financial industry. She is currently with Arax Advisory Partners and has held previous roles at U.S. Capital Wealth Advisors and several USCA-related firms. Arax Advisory Partners serves a diverse client base, including individuals, high-net-worth clients, family offices, institutions, and businesses. The firm offers both discretionary and non-discretionary portfolio management, financial planning, and private fund advisory, utilizing a combination of in-house teams, external managers, and alternative investments.

Thomas Brashear is a financial advisor with Sunbelt Securities, Inc. in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with Sunbelt Securities and its DBA Preston Capital Management since 2010. 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 access to third-party money managers, with a focus on discretionary management delivered at the individual advisor level.

Thomas Chretien is a financial advisor at Sunbelt Securities, Inc. with 29 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley Smith Barney and Morgan Stanley Private Bank. Outside of his advisory work, he is involved with Broadway Cottage in York, Maine. 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 access to third-party money managers, with a focus on discretionary asset management delivered through its network of investment advisor representatives.

Patricia Trieglaff is a financial advisor with Arax Advisory Partners, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. Her career includes 22 years at UBS Financial Services and roles at USCA Securities LLC and U.S. Capital Wealth Advisors, LLC. Arax Advisory Partners serves a diverse client base, including individual and high-net-worth clients, family offices, institutions, and businesses. The firm offers a range of services such as portfolio management, financial planning, retirement plan consulting, and private fund advisory, utilizing both in-house teams and external managers with a mix of traditional and alternative investments.

Jessi Ayrer is a Series 66-licensed financial advisor with Intrua Financial in Houston, TX, and has seven years of industry experience. Prior to joining Intrua Financial and LPL Financial in 2017, she worked at Texas Teachers from 2014 to 2017. She is also a commissioned notary. 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 employs a combination of fundamental analysis, modern portfolio theory, and technical analysis to create customized asset allocations and offers both discretionary and non-discretionary management through various platforms and third-party managers.

Map On is a financial advisor with Navy Federal Investment Services, LLC, holding Series 63 and Series 66 licenses and three years of industry experience. Prior to joining Navy Federal, Map worked at Bank of America, Merrill, Simply Business, Farmers Financial Solutions, and other firms. Navy Federal Investment Services serves members of Navy Federal Credit Union as well as individual, trust, and institutional clients, offering portfolio management, financial planning, retirement-plan fiduciary services, and automated investment options. The firm primarily delivers advice through managed advisory programs that utilize third‑party portfolio managers and provides layered investment solutions including unified managed accounts and digital automated ETF portfolios.

Belinda Aucoin is a CFP®-credentialed financial advisor with 34 years of industry experience, currently affiliated with Sunbelt Securities, Inc. in Dallas, TX. She has worked at Sunbelt Securities since 2011 and operates Trinity Strategy Partners as a DBA under the firm. Aucoin also serves as President and Secretary of the John & Bobby McKamy Foundation, a charitable nonprofit organization. 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 a network of investment adviser representatives.

Scott Selzer is a financial advisor at Arax Advisory Partners with 30 years of industry experience. He holds a Series 66 designation and has previously worked at firms including Merrill and UBS Financial Services. He also maintains a role as a registered representative with USCA Securities, LLC. Arax Advisory Partners provides wealth management and advisory services to individual and 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, utilizing both traditional and alternative investments with support from AI tools and third-party analytics.

Summer Roberts is a financial advisor with Foundations Investment Advisors LLC, holding a Series 65 credential and seven years of industry experience. Prior to joining Foundations in 2023, she worked at AE Wealth Management, LLC for four years and has been involved with Impact Partners Financial, LLC since 2010, where she serves as CEO. Outside of advisory work, she is president and chairman of the board at Lola Business Development, Inc., and serves as a board member and treasurer for The Galloway School, a private Christian school. Foundations Investment Advisors, LLC offers financial planning and portfolio management services to a diverse client base, including individual and high-net-worth clients, retirement plans, and registered investment companies. The firm utilizes a combination of fundamental, technical, and cyclical analysis and works with model portfolios and multiple third-party sub-advisers to deliver customized investment advice.

John Fleckenstein is a financial advisor with Sunbelt Securities, Inc. in Houston, TX, holding a Series 66 designation and 14 years of industry experience. He has been with Sunbelt Securities since 2012. Outside of his advisory role, he serves as president of the Texas Hill Country Young Professionals and is a board member of The Special Opportunity Center of Kerrville. Sunbelt Securities, Inc. provides investment advisory and related services to individual and institutional clients through a network of representatives, offering solutions such as wrap-fee programs, standalone financial planning, and referrals to third-party money managers. The firm employs a range of investment strategies tailored by individual advisers rather than a single uniform model.

Ryan Mcdonnell is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Sunbelt Securities, Inc. since 2016. He previously worked at LPL Financial from 2009 to 2016. In addition to his advisory role, he serves on the board of directors for Budget Central LLC, a tax consulting and preparation firm based in Texas. Sunbelt Securities, Inc. provides investment advisory and related services to individual and institutional clients through a network of representatives. The firm offers a range of investment approaches and programs, including a wrap-fee program, standalone financial planning, and referrals to third-party money managers.

Karen Frankfort is a financial advisor at Arax Advisory Partners with 27 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at UBS Financial Services, USCA Securities LLC, and U.S. Capital Wealth Advisors. Outside of her advisory work, she is involved in cosmetic sales as a Mary Kay sales agent. 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 a range of services such as portfolio management, financial planning, and retirement consulting, employing both traditional and alternative investment strategies supplemented by AI tools and third-party analytics.

Courtney Garner is a financial advisor with intrua Financial in Houston, TX, holding a Series 66 designation and bringing 12 years of industry experience. She has been with intrua Financial since 2015 and concurrently associated with LPL Financial since 2014. Garner also serves as Director of Financial Planning for Freedom Wealth Alliance, a registered investment advisor. 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 utilizes a combination of 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.

Duncan Pham is a financial advisor with Packerland Brokerage Services, Inc. He holds the Series 66 designation and has 14 years of industry experience. Prior to joining Packerland, he worked at Cetera and HD Vest, and he also operates a legal services firm, D T Pham & Associates PLLC. In addition, Pham serves as director and president of two charitable foundations in Houston. Packerland Brokerage Services serves individual and institutional clients, including high-net-worth individuals, trusts, corporations, and retirement plan sponsors, through a network of 178 advisors managing over $1.3 billion in assets. The firm offers financial planning, portfolio management, wrap-fee programs, and retirement-plan consulting, employing a range of advisory and brokerage solutions delivered both directly and through third-party managers.

Elisa Flores is a financial advisor with Arax Advisory Partners in Houston, TX, holding a Series 66 designation and 18 years of industry experience. Her career includes roles at U.S. Capital Wealth Advisors, USCA Securities LLC, and UBS Financial Services. Arax Advisory Partners serves a diverse client base including individuals, high-net-worth clients, family offices, institutions, and businesses. The firm offers wealth management and advisory services utilizing in-house portfolio teams, external managers, and a mix of traditional and alternative investments, supported by AI tools and third-party analytics.

Jonathan Chamberlain is a financial advisor at Sunbelt Securities, Inc. based in Houston, TX, holding a Series 66 designation with nine years of industry experience. He has been with Sunbelt Securities since 2016 and is also involved in bookkeeping and tax services through Neil Chamberlain CPA. Sunbelt Securities provides investment advisory and related services to individual and institutional clients through a network of investment adviser representatives. The firm offers customized portfolio management, financial planning, and access to third-party money managers, employing a variety of investment approaches without a standardized model across advisers.

Nathaniel Galloway is a financial advisor at Arax Advisory Partners with seven years of industry experience. He holds a Series 66 designation and has previously worked at U.S. Capital Wealth Advisors and USCA Securities. Prior to his advisory career, he spent ten years with Exxon Mobil Fuels & Lubricants and was involved with IAMAW Local Lodge 12. 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 a range of services such as portfolio management, financial planning, and retirement plan consulting, utilizing both traditional and alternative investment strategies supported by in-house teams and third-party platforms.

James Walker is a financial advisor with Sunbelt Securities, Inc. in Houston, TX, holding Series 63 and Series 66 credentials and 21 years of industry experience. His prior work includes roles at AWM Services LLC and Ascendant Advisors, where he also serves as a consultant. Sunbelt Securities manages approximately $2.0 billion across a diverse client base that includes individual investors, charitable organizations, and corporate clients. The firm offers portfolio management, financial planning, and consulting services through a network of investment adviser representatives.

Patrick Mendenhall is a financial advisor with Arax Advisory Partners in Houston, TX, holding the Series 63 and Series 65 designations and over 43 years of industry experience. Prior to joining Arax Advisory Partners in 2026, he worked at U.S. Capital Wealth Advisors, UBS Financial Services, and other related firms. He serves as a trustee on the investment committee board of the OSU Foundation, a non-profit university foundation. Arax Advisory Partners provides wealth management and advisory services to individuals, family offices, institutions, and businesses. The firm manages accounts on a fiduciary basis using a variety of portfolio teams and investment strategies that include both traditional and alternative assets, and has grown through internal consolidation and acquisitions to a platform of over 200 advisors.

Jared Carlin is a financial advisor with Foundations Investment Advisors LLC, holding Series 65 and Series 66 licenses and having nine years of industry experience. Prior to his current role, he worked at AE Wealth Management, LLC, Carlin Financial Group, Altamarea Group, and other firms. He is also involved in insurance sales through Carlin Financial Group. Foundations Investment Advisors provides financial planning and portfolio management services to a diverse client base, utilizing a combination of fundamental, technical, and cyclical analysis alongside model portfolios and sub-advisory arrangements.