Kimberly Ripoll is a CFP® professional with 30 years of experience in the financial services industry. She is currently with Arax Advisory Partners and has previously worked at firms including U.S. Capital Wealth Advisors, RBC Capital Markets, and Wells Fargo. Arax Advisory Partners provides wealth management and advisory services to a diverse client base, including individuals, family offices, institutions, and businesses. The firm offers discretionary and non-discretionary portfolio management, comprehensive financial planning, and private fund advisory, leveraging both traditional and alternative investments through in-house teams and external 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.

Jesse Isensee is a financial advisor at Arax Advisory Partners in Houston, TX, with 9 years of industry experience. He holds Series 63 and Series 66 designations. His previous roles include positions at USCA Securities LLC, US Capital Wealth Advisors LLC, Bank of America, Merrill, Brookfield Asset Management, and Center Coast Capital. 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 approach with in-house portfolio teams and external managers, utilizing a mix of traditional and alternative investments.

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.

Bradley Miller is a Series 63 licensed financial advisor with 36 years of industry experience. He currently works at Arax Advisory Partners and has previously held roles at U.S. Capital Wealth Advisors, Morgan Stanley, Citigroup Global Markets, and UBS Financial Services. Miller serves as an executor of an estate in Houston. Arax Advisory Partners provides wealth management and advisory services to individual and high-net-worth clients, family offices, institutions, and businesses. The firm offers discretionary and non-discretionary portfolio management, financial planning, retirement consulting, and private fund advisory, utilizing a combination of in-house teams, external managers, and alternative investments.

Titus Harris III is a financial advisor at Arax Advisory Partners with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms including U.S. Capital Wealth Advisors, USCA Securities LLC, and Sanders Morris LLC. Outside of his advisory role, he is involved in a charitable foundation tied to the Coastal Conservation Association of Texas and serves on the Neurological Institute National Council at Houston Methodist Hospital Foundation. 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 employs a fiduciary approach utilizing in-house portfolio teams, independent managers, and a combination of traditional and alternative investments, supported by AI tools and third-party analytics.

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.

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.

John Tubbs is a financial advisor at Arax Advisory Partners in Houston, TX, holding a Series 66 designation with 11 years of industry experience. He previously worked at U.S. Capital Wealth Advisors, LLC, and maintains a role as a registered representative with USCA Securities LLC. 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, employing both in-house and external managers alongside alternative investments and technology tools.

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.

David Solomon is a financial advisor with Arax Advisory Partners in Houston, TX, holding a Series 63 credential and 45 years of industry experience. He has previously worked at U.S. Capital Wealth Advisors, USCA Securities, USCA Asset Management, and Hitherlane Partners. Outside of his advisory role, he serves as treasurer for a real estate dinner club and trustee of a family trust. 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 retirement plan consulting, utilizing both traditional and alternative investments through a combination of in-house teams and external managers.

Gregory Thorn is a CFP® professional with 31 years of experience in financial advising. He currently works at Sunbelt Securities, Inc., where he has been since 2016. Prior to that, he held positions at LPL Financial and Cetera Wealth Services. Outside of his advisory role, Thorn operates Thorn Financial Group LLC, which provides tax preparation and accounting services. Sunbelt Securities, Inc. serves individual, high-net-worth, and institutional clients through a network of investment adviser representatives offering advisory services, financial planning, and access to third-party money managers. The firm employs diverse investment strategies and does not mandate a single uniform model across its advisors.

Rachel Brown is a CFP® professional with 23 years of experience in financial advising. She is currently with Arax Advisory Partners and has prior experience at UBS Financial Services and U.S. Capital Wealth Advisors. Brown holds Series 63 and Series 66 licenses. 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, comprehensive financial planning, retirement plan consulting, and private fund advisory, employing both traditional and alternative investments supported by AI tools and third-party analytics.

Joseph Barbour is an investment advisor at Encompass More Asset Management LLC with 18 years of industry experience. He holds the Series 63 and Series 65 designations and has prior experience at J.P. Morgan Chase and BBVA-related firms. Outside of investment advising, he is involved in insurance sales and marketing, including Medicare and annuities. Encompass More Asset Management LLC provides discretionary portfolio management, financial planning, and retirement-platform model services primarily to individual and high-net-worth clients. The firm employs model-based strategies combining proprietary and third-party sub-advisers, offering access to a range of investment options including equities, fixed income, private placements, and digital-asset-related exposures.

Matthew Carlin is a financial advisor with Foundations Investment Advisors LLC, holding Series 63 and Series 66 licenses and bringing 36 years of industry experience. He has worked at Foundations Investment Advisors since 2023 and previously held roles at AE Wealth Management, LLC, and Client One Securities, LLC. In addition to his financial advisory work, Carlin is a self-employed playwright. Foundations Investment Advisors provides financial planning and portfolio management services to a diverse client base, including individual, high-net-worth, and institutional clients. The firm uses a combination of fundamental, technical, and cyclical analysis along with model portfolios and asymmetric rebalancing to guide investment decisions.

Philip Pilibosian is a financial advisor at Arax Advisory Partners with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has prior experience at U.S. Capital Wealth Advisors, LLC, USCA Asset Management LLC, and Hitherlane Partners, LLC. Outside of his advisory role, he serves on the advisory committees for ApexOne Multifamily Fund III and IV, real estate funds based in Houston. Arax Advisory Partners offers wealth management and advisory services to individual, high-net-worth, family office, institutional, and business clients. 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, and manages accounts through discretionary and non-discretionary strategies.

Kirk Freedle is a financial advisor with Sunbelt Securities, Inc. in Westminster, CO, holding the ChFC® and Series 63 designations and bringing 30 years of industry experience. His prior roles include positions at Familywealth, Advisersource.Com, Jolliffe Capital, and he has operated Innovative Financial Partners, LLC since 2004. Freedle serves as president of the Colorado Fallen Fire Fighters Foundation, a charitable organization supporting families of fallen firefighters. Sunbelt Securities serves individual investors, charitable organizations, and corporate clients through a network of 68 advisors, managing approximately $2.0 billion in assets. The firm provides portfolio management, financial planning, and third-party money manager referrals, with a focus on discretionary asset management delivered at the advisor level.