David Lee is a financial advisor at Foundations Investment Advisors LLC in Houston, TX, with nine years of industry experience. He holds the Series 66 designation and has held positions at Edward Jones, LPL Financial, and several other firms. He is also involved with Impact Partners Financial, where he provides insurance sales and services. Foundations Investment Advisors, LLC serves a broad client base including individuals, high-net-worth clients, retirement plans, and registered investment companies. The firm offers financial planning, portfolio management, and sub-advisory services through a large network of affiliated offices, utilizing a combination of fundamental, technical, and cyclical analysis.

Charles Rawl is a financial advisor at Sunbelt Securities, Inc. in Houston, TX, with 30 years of industry experience. He holds the CFP® and ChFC® designations and has worked at Sunbelt Securities since 2009. Rawl operates his own investment and insurance-related businesses under Charles W. Rawl & Associates, LLC, including fixed life insurance, annuities, group medical insurance, life settlements, and estate planning services. 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 offers portfolio management, financial planning, and consulting, with a focus on discretionary management and a dual registration as both a broker-dealer and registered investment adviser.

Enrique Araiza is a financial advisor at Arax Advisory Partners in Houston, TX, with 24 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Titleist Capital, BB&T Scott & Stringfellow, and Merrill. Arax Advisory Partners provides wealth management and advisory services to a diverse client base that includes individuals, high-net-worth clients, family offices, institutions, and businesses. The firm offers discretionary and non-discretionary portfolio management, comprehensive financial planning, retirement plan consulting, and private fund advisory, utilizing both internal portfolio teams and external managers across traditional and alternative investments.

Romelia Legg is a financial advisor at Arax Advisory Partners in Houston, TX, holding a Series 66 designation with two years of industry experience. Her prior roles include positions at U.S. Capital Wealth Advisors and 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 employs a range of traditional and alternative investments and uses both in-house and external portfolio management teams.

Deborah Ellis is a financial advisor at Arax Advisory Partners in Houston, TX, with 14 years of industry experience. She holds a Series 66 designation and has previously worked at US Capital Wealth Advisors, USCA Securities LLC, and W Hamilton and Co, LLC. Arax Advisory Partners offers wealth management and advisory services to a diverse range of clients, including individuals, high-net-worth clients, family offices, institutions, and businesses. The firm employs a fiduciary approach using both in-house and external portfolio management resources and combines traditional and alternative investments, supplemented by AI tools and third-party analytics.

Walter Decherd Jr. is a financial advisor at Simplicity Wealth with five years of industry experience. He holds Series 63 and Series 65 licenses and has served in roles at WGD Wealth Management, Apollo Tax Group, and R.M.D. Financial Group. Outside of advisory work, he is an owner of a tax preparation business and a fixed insurance business. Simplicity Wealth serves a diverse client base, including individual investors, retirement plans, corporate and institutional investors, and other financial firms. The firm offers advisory services that range from financial planning to managed account platforms, typically employing a fund-of-funds approach using ETFs, mutual funds, and individual securities, with model portfolios that are regularly monitored and rebalanced.

James Nakfoor is a financial advisor with Sunbelt Securities, Inc. in Houston, TX, holding Series 65 and Series 63 licenses and having 14 years of industry experience. He has worked at Sunbelt Securities since 2018 and has been involved with Palm Street Capital since 1996. Sunbelt Securities, Inc. provides investment advisory and related services to individual, including high-net-worth, and institutional clients through a network of investment adviser representatives. The firm offers various strategies and portfolio management approaches tailored to client objectives, including a wrap-fee program and financial planning services.

Roy Longoria is a CFP®-certified financial advisor with 24 years of industry experience, currently serving at Sunbelt Securities, Inc. in Houston, TX. He has been with Sunbelt Securities since 2010 and also operates Shores Longoria Retirement Plan Consultants, focusing on 401(k) plan business. Outside of his advisory work, he is involved in local delivery services through two logistics companies. 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 provides portfolio management, financial planning, and consulting services through a network of investment adviser representatives.

John Dubeansky Jr. is a financial advisor with VOYA Financial Advisors, Inc. based in Houston, TX. He holds Series 63 and Series 65 licenses and has nine years of industry experience. He has worked at Voya Financial Advisors since 2016 and is currently president and CEO of TJD & Associates. Outside of advisory work, he serves as Sponsorship Lead and Commissioner for the Leander Youth Baseball & Softball Alliance. VOYA Financial Advisors, Inc. is an enterprise-scale firm providing financial planning, portfolio management, and retirement advisory services to individuals, pension plans, and organizations. The firm combines in-house and third-party strategies, using technology-enabled tools and operates as both an SEC-registered investment adviser and a FINRA-member broker-dealer.

Juliana Cuervo is a Series 66-registered financial advisor with Citigroup Global Markets, based in Houston, TX. She has 17 years of industry experience, having previously worked at JPMorgan Securities LLC, JPMorgan Chase Bank NA, and Amerant Investments. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and execution services. The firm combines large institutional scale with unique market roles such as in-house research and swap dealer activities.

Edward Bautista is a financial advisor with TIAA-CREF in Houston, TX, holding Series 63 and Series 66 designations and 16 years of industry experience. Prior to joining TIAA-CREF in 2023, he worked at JPMorgan Chase Bank and JPMorgan Securities, LLC for ten years. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals—often those with prior employer retirement plan relationships—as well as trusts, estates, partnerships, corporate entities, and small retirement plans. The firm separates financial planning from ongoing portfolio management and serves as adviser to a donor-advised fund sponsored by Charityvest.

Melchor Martinez is a financial advisor with VOYA Financial Advisors, Inc. in Houston, TX, holding a Series 66 designation and bringing 13 years of industry experience. His work history includes roles at Merrill, Bank of America, AXA Advisors, and Equitable Advisors. VOYA Financial Advisors, Inc. provides financial planning, portfolio management, and retirement advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm combines in-house and external strategies with technology-enabled tools to deliver both discretionary and non-discretionary investment solutions.

Antwan Lambert is a financial advisor at TIAA-CREF with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Bank of America, Merrill, and Fidelity. Lambert is based in Houston, TX. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm offers both point-in-time planning and ongoing discretionary management, including customized portfolios managed under client-approved investment policies.

John Galloway is a financial advisor with VOYA Financial Advisors, Inc. in Houston, TX, holding Series 63 and Series 66 credentials and bringing 30 years of industry experience. His prior roles include positions at Voya Financial Partners, LLC, and MSI Financial Services, Inc. He is also an independent insurance agent and president of Galloway Kucera Financial, which provides financial planning and investment management services. VOYA Financial Advisors, Inc. is an enterprise-scale firm offering financial planning, portfolio management, retirement-plan advisory services, and access to third-party money managers for individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm combines in-house and external strategists with technology-enabled tools to manage mostly non-discretionary client accounts alongside discretionary wrap and unified managed account programs.

Kevin Tyrrell is a financial advisor with Independent Advisor Alliance, LLC, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has worked at Independent Advisor Alliance since 2018 and previously at Independent Financial Partners and LPL Financial. Independent Advisor Alliance serves a diverse client base, including individuals, small businesses, charitable organizations, and retirement plans, providing asset management, financial planning, and retirement plan consulting. The firm employs a network model with advisory representatives who utilize discretionary and non-discretionary portfolio management, leveraging technology platforms and third-party services to enhance client offerings.

Hector Romero is a financial advisor at Citigroup Global Markets with six years of industry experience. He holds a Series 66 designation and has worked at several notable firms, including JPMorgan Chase, Bank of America, Merrill, and Wells Fargo. His career also includes roles outside of finance, such as positions at Amazon, Walmart, and Wayland Baptist University. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies and operates with institutional-scale resources and specialized market roles.

Cullen Brock is a financial advisor with Citigroup Global Markets, holding a Series 66 designation and 18 years of industry experience. His career includes roles at JPMorgan Chase Bank, Merrill, Bank of America, and Sentinel Trust Company prior to joining Citigroup. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs. The firm combines large institutional scale with unique market roles, including in-house research and securities pricing, and provides a broad range of advisory, execution, and custody services.

Mary Dixon is a CFP® professional with 39 years of industry experience, currently serving at Cetera Planning Partners. Her career includes extensive roles at Avantax Advisory Services and affiliated firms dating back to 1987. In addition to her advisory work, she is treasurer of the Association of Business & Professional Women, supporting local women business owners. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees by providing investment management, comprehensive financial planning, Social Security optimization, and retirement advice. The firm integrates tax planning, bookkeeping, and estate-planning services with a diversified investment process aligned to clients’ objectives and risk tolerance.

Kevin Fuller is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 19 years of industry experience. His career includes roles at Waypoint Financial, Bank of America, N.A., and Merrill. Outside of his advisory work, he is co-owner and manager of Aimee Fuller Photography LLC. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and support services, including wealth management, retirement plan consulting, and access to proprietary and third-party investment solutions.

Julie Anderson is a financial advisor with VOYA Financial Advisors, Inc. based in Houston, TX, holding Series 63 and Series 65 licenses and with 31 years of industry experience. She has worked at VOYA Financial Advisors since 2014 and also operates Glaser Financial Services, where she provides insurance and financial services. VOYA Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers a range of services including financial planning, portfolio management, and retirement-plan advisory through a large network of advisers using both affiliated and unaffiliated investment products.