Jesse Brown is a CFP® with 17 years of industry experience, currently serving at Mariner Independent. His prior roles include positions at Rolling Hills Advisors, Royal Alliance Associates, SES Inc., Seia LLC, and Sii. He is also involved in insurance sales, offering fixed insurance products in addition to his advisory work. Mariner Independent provides investment advisory, financial planning, and consulting services to a diverse client base including individuals, trusts, charitable organizations, corporations, and employer-sponsored retirement plans. The firm offers portfolio management, access to model portfolios and third-party managers, and specialized services for retirement plan sponsors through a platform integrated with institutional resources and sub-advisory relationships.

Craig Fowlkes is a financial advisor at CORDA Investment Management, LLC with 11 years of industry experience. He holds the Series 63 and Series 65 licenses and has been with CORDA since 2015. CORDA Investment Management is a multi-team registered investment adviser managing approximately $2.0 billion in assets for about 1,359 clients through a team of roughly 30 advisors. The firm offers discretionary portfolio management, integrated financial planning, pension consulting, tax preparation, and access to attorney-led estate-planning services, using a range of investment strategies including long- and short-term trading, options strategies, and direct indexing.

Michael Ricciardi is a financial advisor at BBVA Global Wealth Advisors, Inc. in Houston, TX, with 13 years of industry experience. His prior roles include positions at Vector Global WMG, Citigroup, and Banco Nacional de México. Outside of his advisory work, he is a director at Phat Ducky Enterprises LLC, a company involved in property remodeling and flipping. BBVA Global Wealth Advisors, Inc. provides investment advisory services to individuals, high-net-worth clients, businesses, and family offices, utilizing a range of investment products and a risk-profile-driven approach supported by BBVA S.A.’s fund research and third-party resources.

Eleanor Cooke is a financial advisor at Mission Wealth Management, LP with 32 years of industry experience. She holds Series 65 and Series 63 licenses and has previously worked at The Leaders Group Inc and First Heartland Capital Inc. Mission Wealth Management serves high-net-worth individuals, families, and institutional clients by providing wealth management, personalized financial planning, investment management, and consulting services. The firm employs a comprehensive approach that integrates investment management with tax, trust, legacy, philanthropy, and risk planning, utilizing both internal management and select third-party sub-advisors.

Chad Mabry is a financial advisor with Sunbelt Securities, Inc. in Houston, TX, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. His previous roles include positions at Munich Re Trading LLC, Weild & Co, Entoro Capital, LLC, Entoro Securities, LLC, and FBR Capital Markets & Co. Sunbelt Securities serves a diverse client base including individual investors, high-net-worth clients, charitable organizations, and corporate/business clients. The firm manages approximately $2.0 billion across several thousand client relationships, offering portfolio management, written financial planning, and access to third-party money managers.

Madison Kiani is a financial advisor at CORDA Investment Management, LLC with three years of industry experience. Prior to joining CORDA in 2025, Madison worked at Dimensional Fund Advisors for three years and has a Series 66 credential. Outside of her advisory role, she has a background that includes employment at Woods Tennis Center from 2016 to 2020. CORDA Investment Management is a multi-team registered investment adviser managing approximately $2.0 billion in client assets for about 1,359 clients. The firm offers discretionary portfolio management and integrated financial planning to individuals, including high-net-worth clients, as well as pension consulting, tax preparation, and attorney-led estate-planning services.

William Heath is a CFP® with 41 years of experience in the financial services industry. He has been with Advisory Services Network since 2016 and operates his own businesses, including providing real estate and mortgage brokerage services as well as life, health, and long-term care insurance sales. Advisory Services Network offers investment advisory and planning services to individuals, families, corporations, and employer-sponsored retirement plans through a network of independent investment adviser representatives. The firm’s approach includes a range of portfolio management and financial planning services utilizing various securities and third-party managers.

Robert Boswell is a CFP® with seven years of industry experience, currently serving as a financial advisor at Sunbelt Securities, Inc. in Houston, TX. His prior work includes roles at Avidian Wealth Solutions and U.S. Capital Wealth Advisors. Before entering the financial sector, he worked for Major League Soccer for twelve years. Sunbelt Securities serves individual investors, charitable organizations, and corporate clients through a network of 68 advisors, managing approximately $2.0 billion. The firm offers portfolio management, financial planning, and consulting services, with a focus on discretionary management and a dual registration as both a broker-dealer and registered investment adviser.

Jana Albus is a financial advisor with Capital Analysts, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. She has been with Lincoln Investment Planning, Inc. since 2006. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations, offering portfolio management, custom and model portfolios, and retirement-plan advice. The firm provides investment management through both discretionary and non-discretionary approaches, supported by an in-house investment research team using a proprietary screening process.

David Lee is a CFP® professional with 24 years of industry experience, currently serving at Avidian Wealth Solutions since 2020. He also operates David M. Lee, PC, where he provides tax, accounting, and financial planning services independently. Avidian Wealth Solutions is an SEC-registered advisory firm managing approximately $3.99 billion in assets for individuals, families, businesses, retirement plans, and institutional clients. The firm offers model-based portfolio management, financial planning, and fiduciary ERISA-plan advisory services, and is notable for its roles as a fund sponsor and sub-adviser, alongside affiliated insurance and consulting activities.

Ross Mclaurin is a financial advisor at Capital Analysts with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with Lincoln Investment Planning, Inc. since 1987. Outside of his advisory role, he receives oil and gas royalty income from inherited mineral interests. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, advisor-managed custom and model portfolios, access to third-party managers, and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs.

Luke Wuthrich is a CFP® professional with experience at Willis Johnson Wealth and Linscomb Wealth. He has worked in the financial industry since 2021 and is based in Houston, TX. Willis Johnson Wealth serves corporate professionals, executives, and high-net-worth individuals and their families with comprehensive financial planning and investment management. The firm employs an evidence-based, tax-aware investment approach featuring diversified model strategies and tailored solutions, supported by in-house CPA tax services and a program that manages family accounts.

Michael Alexander is a ChFC® credentialed financial advisor with 36 years of industry experience. He is currently with PFG Advisors in Houston, TX, and has held roles at firms including CUSO Financial Services, LP, and First Service Credit Union. His career also includes operating under his own name since 1989. PFG Advisors provides fee-based investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, retirement plans, and corporate clients. The firm employs a combination of top-down macroeconomic allocation and fundamental/technical analysis, primarily using index-based ETFs with periodic rebalancing, and offers access to multiple third-party money managers and platforms.

Nicole Nguyen is a financial advisor at Virtue Capital Management, LLC with eight years of industry experience. She holds Series 66 and Series 65 licenses and has previously worked at Meridian Financial LLC and Insurmark Inc. Outside of her advisory role, she is the author of the educational book *Fiscally Fit*. Virtue Capital Management serves individuals, trusts, estates, charitable organizations, corporations, and qualified retirement plans by providing discretionary and non-discretionary portfolio management, financial planning, and consulting services. The firm uses a multi-team model and combines tactical, strategic, and dynamic investment approaches, supported by due diligence on third-party managers and ongoing client education.

Alden Dichoso is a financial advisor at Sunbelt Securities, Inc. in Houston, TX, holding Series 65 and Series 63 licenses with two years of industry experience. Prior to joining Sunbelt Securities in 2024, he spent five years at Louisiana Tech University and four years at Lamar High School. Outside of his advisory role, Alden works part-time as a Pilates instructor at HIP Fitness. Sunbelt Securities, Inc. provides investment advisory and related services to individual and institutional clients through a network of investment adviser representatives. The firm offers services including wrap-fee programs, standalone financial planning, and referrals to third-party money managers, employing various investment strategies tailored to client needs.

Billy Reider Jr. is a financial advisor with Advisory Services Network, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has been with Advisory Services Network since 2016. Advisory Services Network is an enterprise firm serving individuals, families, corporations, charitable organizations, and employer retirement plans through a network of approximately 208 independent Investment Adviser Representatives. The firm offers portfolio management, financial planning, investment and retirement-plan consulting, and third-party manager selection, overseeing about $8.6 billion in client assets.

Ty Helm is a Series 65 licensed advisor at Willis Johnson Wealth with one year of industry experience. Prior to joining Willis Johnson Wealth, he held positions at Blue Trust, H-E-B, and has experience in educational roles at Texas A&M University, Houston Museum of Natural Science, Bellaire High School, and Pin Oak Middle School. Willis Johnson Wealth offers comprehensive financial planning and investment management services primarily for corporate professionals, executives, and high-net-worth individuals and their families. The firm employs an evidence-based, tax-aware investment approach and provides various tailored strategies along with an in-house CPA tax service.

Caleb Hesseltine is a financial advisor at Strategic Wealth Investment Group, LLC in Houston, TX. He holds a Series 66 designation and has under one year of industry experience. His prior roles include positions at Strategic Wealth Designers, LPL Financial LLC, and National Financial Alliance. Strategic Wealth Investment Group provides discretionary portfolio management and financial planning primarily to individual and high-net-worth clients, also serving corporations and business entities. The firm combines internally developed and third-party model portfolios, using a variety of investment analysis methods, and may delegate trading while retaining overall client suitability responsibility.

Shawndra Rodriguez is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63, 65, and 66 licenses and bringing 13 years of industry experience. Her career includes roles at Liberty Mutual Insurance, Allstate Insurance, Edward Jones, and Chase Investment Services Corp. She is based in Houston, TX. 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 works primarily through a platform relationship with Envestnet and uses Pershing as custodian, delivering managed solutions via approved model portfolios and third-party managers.

Shelley Nadel is a CFP® professional with 18 years of industry experience, currently serving as a financial advisor at Csenge Advisory Group, LLC. Her career includes roles at Integrity Alliance, Lion Street Financial, FSC Securities Corp, and Wells Fargo Clearing. She is the owner of Food and Finance with Shelley LLC, which provides financial literacy education focused on women’s financial empowerment and corporate employee education. Csenge Advisory Group offers investment advisory and retirement-plan consulting to individuals, high net worth clients, charities, and corporate clients. The firm employs a combined fundamental and technical analysis approach with a focus on relative strength and customized portfolio management through discretionary and model-based strategies.