Dane Byers is a financial advisor with LPL Financial in Houston, TX, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with LPL Financial since 2015 and is involved with Intrua Financial, a registered investment advisor hybrid entity associated with his LPL business. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households, offering a range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Patricia Redd is a financial advisor at OneSeven in Houston, TX, holding a Series 65 designation with approximately three years of industry experience through roles at Raymond James, OneSeven (d/b/a HTR Wealth Management), and Apollon Wealth Management. She has also worked outside the industry at BBVA and Kings Crossing Church of Christ. Additionally, she is an independent insurance agent. 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.

Fran Jackson Jr. is a financial advisor with John Hancock Personal Financial Services, LLC, holding Series 63 and Series 65 credentials and bringing 16 years of industry experience. His career includes multiple roles within John Hancock entities as well as Valic Financial Advisors and GWFS Equities. John Hancock Personal Financial Services, LLC serves a diverse range of clients—including individuals, trusts, estates, non-profits, and business entities—offering financial planning, consultative services, and an Emergency Savings program. The firm utilizes third-party software to create written financial plans, which advisors review and present, supporting a technology-assisted model with a high client-to-advisor ratio.

Ryan Ringuet is a financial advisor at Arax Advisory Partners with 21 years of industry experience. He holds a Series 66 designation and has worked at UBS Financial Services, USCA Securities LLC, and U.S. Capital Wealth Advisors. 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 private fund advisory, utilizing both in-house and external portfolio teams along with a mix of traditional and alternative investments.

George Biggs is a financial advisor at Americana Partners, LLC with 22 years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley and Morgan Stanley Smith Barney LLC for 15 years. Outside of his advisory role, he is a limited partner in a family limited partnership involved in oil and gas royalties. Americana Partners provides financial planning, consulting, and discretionary investment and wealth management services to individuals, including high-net-worth and ultra-high-net-worth international clients, as well as trusts, estates, charitable organizations, and business entities. The firm customizes portfolios based on clients’ risk tolerances and objectives, utilizing a broad range of investment vehicles and leveraging technology and third-party service providers as part of its implementation process.

Garry Martin is a financial advisor with Symphony Financial, Ltd. Co. in Houston, TX, holding a Series 63 designation and bringing 41 years of industry experience. Prior to joining Symphony Financial and LPL Financial in 2026, he spent over 20 years with Raymond James Financial Services and three years at A. G. Edwards & Sons, Inc. Outside of his advisory role, Martin is involved in business ventures including ownership interests in Micro Racing and JD Engineering and a partnership position at PJ Sports Bar. Symphony Financial serves individuals, trusts, estates, charitable organizations, and business entities through discretionary portfolio management, financial planning, and consulting. The firm offers multi-family office services and employs a long-term investment approach using a variety of securities and independent managers, providing comprehensive solutions including ERISA 3(21) fiduciary services and coordination with outside specialists.

Nicholas Erwin is a CFP®-credentialed financial advisor with 22 years of industry experience, currently serving at Arax Advisory Partners. His career includes roles at UBS Financial Services and RBC Capital Markets, as well as over a decade at USCA Securities LLC. Erwin is based in Houston, TX. 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 utilizing both internal portfolio teams and external managers across traditional and alternative investments.

Maryanna Braun is a CFP® professional with eight years of experience in the financial services industry. She currently works at Sowell Management and has held previous roles at Baker Tilly Wealth Management, Baker Tilly US LLP, MRZ Financial Services, and United Capital Financial Advisers, including time during its affiliation with Goldman Sachs. She is also co-founder and partner of Bellwether Advisory Group, LLC. Sowell Management is a multi-team registered investment adviser serving individuals, retirement plans, corporations, and other RIAs with portfolio management, financial planning, and retirement-plan advisory services. The firm employs various investment strategies and provides support services to its independent contractor advisors.

Michelle Roberts is a financial advisor at Symphony Financial, Ltd. Co. with four years of industry experience. She holds the Series 65 credential and previously worked at Retirement Planners of America. She is also the sole proprietor of Vantage Point Test Prep, an exam preparation and tutoring business that she continues to own but does not actively manage. Symphony Financial serves individuals, trusts, estates, charitable organizations, and business entities through discretionary portfolio management, financial planning, and consulting. The firm offers a broad multi-family office platform and applies a long-term investment philosophy using a range of investment vehicles tailored to client needs.

Davis Rushing is a financial advisor at Arax Advisory Partners with 20 years of industry experience. He holds a Series 66 designation and has worked at firms including UBS Financial Services and U.S. Capital Wealth Advisors. Outside of his advisory role, Mr. Rushing serves on the board of directors for the Generation Park Management District and is involved in acting and modeling through his own production company and agency. Arax Advisory Partners provides wealth management and advisory services to individual, high-net-worth, institutional, and business clients. The firm offers portfolio management, financial planning, retirement plan consulting, private fund advisory, and a wrap fee program, managing accounts on a fiduciary basis with a mix of traditional and alternative investments supported by AI tools and third-party analytics.

Jo Aldridge is a financial advisor with Northwest Asset Management in Houston, TX, holding Series 63 and Series 65 licenses and 24 years of industry experience. Her prior roles include positions at UBS Financial Services, Morgan Stanley, and Citigroup Global Markets. She is also licensed to sell life, accident, health, and HMO insurance in Texas. Northwest Asset Management serves individuals—including high-net-worth clients—as well as pension and profit-sharing plans, charitable organizations, and institutional clients. The firm employs strategic asset allocation and Modern Portfolio Theory across diversified investments while offering customized investment management, retirement planning, consulting, tax preparation, and sub-advisory services.

Kayla Sickman is a financial advisor at Americana Partners, LLC with 11 years of industry experience. She holds Series 65 and Series 63 licenses and previously worked at Morgan Stanley for 11 years. Sickman is currently based in Houston, TX. Americana Partners provides financial planning, consulting, discretionary investment, and wealth management services to individuals, including high-net-worth and ultra-high-net-worth international clients, as well as corporations, trusts, estates, and charitable organizations. The firm offers customized portfolio management with a range of investment options and integrated family-office and administrative services.

Edward Randall IV is a financial advisor at Arax Advisory Partners in Houston, TX, with 27 years of industry experience. He holds Series 63, 65, and 66 licenses and has previously worked at UBS Financial Services and U.S. Capital Wealth Advisors. Outside of his advisory work, he serves on the board of directors for Dynamic Health Strategies, a non-investment-related organization. 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 portfolio management, financial planning, retirement plan consulting, and private fund advisory, employing both in-house teams and independent managers across traditional and alternative investments.

Timothy Miller is a financial advisor with Symphony Financial, Ltd. Co. in Houston, TX, holding one year of industry experience. Prior to joining Symphony Financial, he has been affiliated with Texas Republic Capital Corporation since 2012. Symphony Financial serves individuals, trusts, estates, charitable organizations, and business entities by offering discretionary portfolio management, financial planning, and consulting services. The firm provides a broad range of multi-family office services and employs a long-term investment philosophy that combines fundamental and technical analysis.

Robert Muse is a financial advisor at Americana Partners, LLC with 26 years of industry experience. He holds Series 63 and Series 65 designations. His prior experience includes roles at Purshe Kaplan Sterling Investments, Energy Opportunities Capital Management, Piper Jaffray & Co., and Simmons & Company LTD. Americana Partners provides financial planning, consulting, and discretionary investment and wealth management services to individuals, trusts, estates, charitable organizations, and business entities. The firm customizes portfolios based on clients’ risk tolerances and objectives, utilizing a range of investment vehicles and technology platforms, and serves as investment manager or adviser to multiple unregistered private pooled investment vehicles for qualified investors.

Lavada Waters is a financial advisor at Arax Advisory Partners with 23 years of industry experience. She holds a Series 66 designation and has worked at several firms, including Merrill, UBS Financial Services, Purshe Kaplan Sterling Investments, and US Capital Wealth Advisors. Arax Advisory Partners provides wealth management and advisory services to individuals, high-net-worth clients, family offices, institutions, and businesses. The firm offers portfolio management, financial planning, retirement plan consulting, and private fund advisory, utilizing both internal portfolio teams and external managers with a mix of traditional and alternative investments.

Shay Scruggs is a financial advisor at Arax Advisory Partners with 26 years of industry experience. He holds a Series 66 designation and has worked previously at U.S. Capital Wealth, Rockefeller Financial, UBS Financial Services, Deutsche Bank Securities, and Merrill. Arax Advisory Partners offers wealth management and advisory services to individuals, high-net-worth clients, family offices, institutions, and businesses. The firm employs a fiduciary asset-based approach, utilizing internal portfolio teams, external managers, model portfolios, and a combination of traditional and alternative investments.

Shala Walker is a CFP® professional with 13 years of experience in the financial services industry. She is currently with Linscomb Wealth, Inc. in Houston, Texas, having joined the firm in 2026. Her prior experience includes roles at Foreside Financial Services, Mar Vista Investment Partners, Purshe Kaplan Sterling Investments, Stavis & Cohen Financial, Mercer Global Advisors, Morgan Stanley, and Fidelity. Linscomb Wealth provides comprehensive wealth planning, discretionary and non-discretionary portfolio management, and investment consulting to a range of clients including individuals, high-net-worth and ultra-high-net-worth clients, trusts, foundations, and retirement plans. The firm offers specialized family office services and retirement-plan fiduciary consulting, with investment strategies tailored through written policy statements and model asset-allocation portfolios.

Jessica Banitt is a CFP® and holds a Series 65 license with nine years of industry experience. She has been with Linscomb and Williams Inc. since 2016. Linscomb Wealth provides comprehensive wealth planning, portfolio management, and investment consulting services to individual, high-net-worth, and ultra-high-net-worth clients, as well as trusts, foundations, and retirement plans. The firm utilizes written investment policy statements, model asset-allocation portfolios, and ongoing rebalancing, incorporating a range of securities and strategies tailored to client goals and needs.

Mark Schmulen is a financial advisor at Forum Financial Management, LP with eight years of industry experience and holds a Series 65 credential. He has worked at Forum Financial Management since 2017 and currently serves as President and CEO of PropMatic, Inc., a technology and AI-driven marketing platform for the real estate leasing industry. Schmulen also serves on the board of Innovative Food Holdings and Saivory, Inc., contributing to governance and corporate strategy in the specialty food and software sectors. Forum Financial Management, LP provides fee-based wealth management, financial planning, and qualified plan services to individual and institutional clients, while also serving as a sub-advisor and turnkey asset management platform (TAMP) for other independent RIAs. The firm utilizes model asset-allocation portfolios managed primarily with DFA institutional mutual funds and ETFs, employing a Modern Portfolio Theory approach.