Frank Wozencraft is a CFA® charterholder with 24 years of industry experience. He has been with Chilton Capital Management LLC since 2018 and previously worked at Texan Capital Management, Inc. for 17 years. Chilton Capital Management provides discretionary portfolio management and advisory services to a diverse client base, including individual and institutional investors. The firm employs sector-specialized teams using a fundamental, bottom-up research process and offers a variety of strategies, distinguishing itself with an affiliated trust company and a client base that includes insurance companies and investment company clients.

Charles Bailey Jr is a financial advisor at Americana Partners, LLC with 15 years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley and Purshe Kaplan Sterling Investments. Outside of his advisory role, he is also an agent involved in the sale of fixed and traditional insurance products. Americana Partners provides financial planning, consulting, 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 offers tailored portfolio management using a diverse range of investment vehicles and employs technology partners to support its implementation process.

John Rossi is a financial advisor at Prospera Financial Services, Inc. with 19 years of industry experience. He holds the Series 66 designation and has worked previously at UBS Financial Services and Morgan Stanley. Outside of his advisory work, Rossi serves as treasurer for a nonprofit PAC opposing a local housing project and is also treasurer for his son's high school dads club. Prospera Financial Services, Inc. is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering financial planning, portfolio management, and access to multiple advisory programs and platforms.

Brian Baker is a financial advisor with Saxony Capital Management, LLC, holding Series 63 and Series 65 designations and bringing 23 years of industry experience. His career includes roles at firms such as Invesco AIM Private Asset Management, Equinox Group Distributors, and Triton Pacific Securities. Saxony Capital Management provides portfolio management and financial planning services to individual, high-net-worth, and institutional clients, operating a multi-team model with 38 advisors. The firm offers discretionary asset management alongside hourly or flat-fee consulting and employs a range of investment strategies, including fundamental, technical, and quantitative methods.

Gregory Litts is a financial advisor at Avidian Wealth Solutions in Houston, TX, with 20 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at RJ Capital for 21 years before joining Avidian Wealth Solutions in 2023. Avidian Wealth Solutions is an SEC-registered advisory firm serving individuals, high-net-worth families, businesses, retirement plans, and institutional clients. The firm employs model-based managed solutions supplemented by sub-advisors and separately managed accounts, and it acts as both a fund sponsor and sub-adviser, managing affiliated funds and offering a range of investment and insurance-related services.

John David is a CFP®-designated financial advisor at Bogart Wealth, LLC with one year of industry experience. Prior to joining Bogart Wealth in 2026, he worked for Charles Schwab & Co., Inc. from 2022 to 2025. Bogart Wealth provides financial planning, consulting, and comprehensive wealth management services to individuals, trusts, estates, and charitable organizations. The firm manages approximately $3.19 billion in client assets using firm model portfolios that combine passive and active strategies, equity selection through fundamental and technical analysis, and top-down economic asset allocation.

John Perez is a CFP® professional with 19 years of industry experience, currently serving as a financial advisor at Altitude Capital Management LLC since 2024. His prior roles include positions at The Vanguard Group and various financial services firms. Outside of advisory work, he owns DJ Mean Gene, a retail and service business providing disc jockey services for events. Altitude Capital Management LLC offers investment advisory and financial planning services primarily to individuals and high net worth clients. The firm employs a range of investment strategies tailored to client objectives and maintains managed account programs with discretionary assets under management of $103.6 million.

Laura Genung is a financial advisor with Chilton Capital Management LLC in Houston, TX, holding a Series 65 designation and 20 years of industry experience. She has worked at Chilton Capital Management, LP since 2005 and previously at Chilton Capital Management Advisors, Inc. from 2007 to 2012. Chilton Capital Management provides discretionary portfolio and wealth management services to individuals, high-net-worth clients, pooled vehicles, and institutional accounts. The firm employs a fundamental, bottom-up research approach with dedicated investment strategies and offers additional trustee and fiduciary services through its affiliated trust company.

James Barksdale is a financial advisor at Symphony Financial, Ltd. Co. in Houston, TX, with two years of industry experience. He has been with Symphony Financial since 2023 and concurrently holds a position at Boeing since 2014. Symphony Financial, Ltd. Co. provides discretionary investment management, financial planning, and consulting services to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a long-term investment approach combining fundamental and technical analysis, tailoring portfolios to client risk profiles and objectives, and offers a multi-family office service model coordinating broad family needs through outside providers.

Sonia Martinez Trujillo is a financial advisor at Fiduciary Financial Advisors with one year of industry experience. She holds a Series 65 designation and previously worked at Maia Wealth and LJA Engineering, Inc. Outside of her advisory role, she teaches Pre-Calculus part-time at Regina Caeli Academy and is a contracted health insurance agent with OpenSi Group. Fiduciary Financial Advisors provides discretionary investment management and financial planning services to individuals, families, trusts, retirement plans, corporations, and charitable foundations. The firm employs a combination of strategic asset allocation and tactical adjustments using various analytical methods, and offers trustee services as well as access to private and non-liquid alternative funds.

Rafael Balderrabano is a financial advisor with PFG Advisors in Houston, TX, holding Series 63 and Series 65 licenses and 18 years of industry experience. His career includes roles at United Planners, CUSO Financial Services, and CUNA Brokerage Services, among others. 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 macroeconomic allocation and fundamental/technical analysis, principally utilizing index-based ETFs with periodic rebalancing, and offers access to various third-party money managers and platforms.

Clayton Moyer is a CFP® professional with 17 years of industry experience, currently serving as an advisor at Avidian Wealth Solutions since 2021. Prior to this, he spent 13 years at Fca Corp. Avidian Wealth Solutions is an SEC-registered advisory firm with 32 advisors managing approximately $3.99 billion in assets. The firm provides investment management, financial planning, and fiduciary advisory services to individuals, families, businesses, retirement plans, and institutional clients, utilizing model-based managed solutions, sub-advisors, and tailored allocations.

Andrei Costas is a financial advisor at Avidian Wealth Solutions in Houston, TX, holding a Series 65 credential with two years of industry experience. He has been with Avidian Wealth Solutions since 2014 and also worked at Clearview Circle Capital, LLC from 2014 to 2020. Avidian Wealth Solutions provides investment management, financial planning, and advisory services to a broad range of clients, including individuals, families, retirement plans, corporations, and institutional investors. The firm uses a combination of managed model solutions and customized portfolios, incorporates alternative investments, and plays an active role with pooled and private funds through sub-advisory and fund management activities.

Michael Snasel is a financial advisor at Simplicity Wealth with 17 years of industry experience. He holds Series 63 and Series 65 licenses. His prior roles include positions at LifePro Asset Management, Horter Investment Management, and an ongoing ownership and operational role at Vantage Financial Group. Simplicity Wealth serves a diverse client base, including individual and high-net-worth investors, retirement plans, corporate and institutional investors, and other financial firms. The firm employs a fund-of-funds investment approach primarily using ETFs and mutual funds, alongside model portfolios and independent managers, while offering technology and operational solutions for advisers.

Patrick Chevalier III is a financial advisor with Simplicity Wealth, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Edward Jones and RWM Capital, LLC. Chevalier also operates Chevalier Wealth & Associates, providing insurance and annuity solutions as an independent insurance agent. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, corporate and institutional investors, and other financial firms. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, offering portfolio management and managed account services alongside technology and operational support for advisors.

David Gonzalez is a Series 66-credentialed advisor with 21 years of industry experience. He is currently with STA Wealth Management, LLC and has prior experience at J.P. Morgan Securities. Avidian Wealth Solutions provides investment management, financial planning, and related advisory services to a diverse client base, including individuals, families, retirement plans, corporations, and institutional clients. The firm employs a combination of managed model solutions and customized portfolios, incorporates third-party sub-advisors, and actively manages pooled and private funds.

Robert Gwydir is a Financial Consultant at Fidelity Investments, where he collaborates with clients to develop, implement, and maintain financial plans tailored to individual and household needs. He has been with Fidelity Investments since 2016, progressing through various roles including Financial Representative, Relationship Manager, Planning Consultant, and Investment Consultant. His experience at Fidelity Investments spans several years, during which he has gained expertise in financial planning and client relationship management. His roles have involved working closely with clients to create flexible and customizable financial strategies. Outside of his professional responsibilities, Robert enjoys football, golf, skiing, and traveling.

Christopher Sewell is a financial advisor with Mutual Advisors, LLC, holding a Series 65 credential and six years of industry experience. Before joining Mutual Advisors in 2020, he worked at Brownline and Braden Advisors and KPMG. He is also involved with Wise Capital Partners, LLC, focusing on administration and operations. Mutual Advisors, LLC serves a diverse client base including individual investors, trusts, estates, retirement plans, and institutional clients, managing approximately $9.45 billion across 154 advisors. The firm offers a range of advisory services using both active and passive strategies tailored to client objectives and is noted for its scale in institutional work and its use of specialized operational features.

Nicole Smith is a financial advisor with Merit Financial Advisors in Houston, TX, holding a Series 66 credential and six years of industry experience. She has worked at several firms including Commonwealth Financial Network and OneAmerica Securities. Outside of her advisory role, she is involved in real estate through ownership of NS Commercial & Residential Group, Inc., and serves as a board member for United Against Human Trafficking, where she advises on strategic planning and performance evaluation. Merit Financial Group is a multi-team registered advisory firm serving individual investors, employer-sponsored retirement plans, ESOPs, and institutional clients. The firm offers asset management, financial planning, retirement plan consulting, and employee financial-wellness programs, employing a long-term, diversified investment approach managed by internal and third-party teams.

Brian Raupp is a financial advisor with CORDA Investment Management, LLC in Houston, TX. He holds a Series 65 credential and has 14 years of industry experience, all with CORDA since 2011. CORDA Investment Management is a multi-team registered investment adviser managing approximately $2.0 billion in client assets for over 1,300 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 estate-planning document services through attorney referrals.