John Cheeseman is a financial advisor at Impact Partnership Wealth, LLC with five years of industry experience. He holds a Series 65 designation and has worked at several firms, including Tucker Asset Management LLC and HBW Advisory Services, LLC. Outside of his advisory roles, he serves as an air traffic control specialist with the Federal Aviation Administration. Impact Partnership Wealth provides investment management, financial planning, and ERISA retirement-plan consulting to individuals, high-net-worth clients, retirement plans, and business entities. The firm employs a combination of third-party strategists, adviser-managed models, and direct indexing with tactical asset allocation and overlays, supported by a third-party services platform for trading, compliance, and administration.

David Julian is a CFP® with nine years of industry experience, currently serving as a financial advisor at CORDA Investment Management, LLC since 2025. His prior experience includes roles at Morgan Stanley and UBS Financial Services. In addition to his advisory work, Mr. Julian is involved in estate planning services through HK Legacy Law, PLLC, a separate law firm offering attorney-led estate planning document preparation to CORDA clients. 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 provides discretionary portfolio management and integrated financial planning, serving individuals and retirement plans with customized investment strategies and in-house tax preparation, alongside access to unrelated attorney-led estate planning services.

Juan Hernandez Ariano is a CFP® and Series 65-licensed advisor at OneSeven with nine years of industry experience. He has held positions at MGO ONE SEVEN LLC dba Studemont Group, Baron Financial Advisers, LLC, and 212 Advisory Group, LLC. Outside of his advisory role, he serves as President and volunteer for the Financial Planning Association of Houston and is involved in college planning workshops and technology advisory through a separate entity, WealthCreate LLC. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, focusing on long-term portfolio management with access to diversified investments and alternative strategies. The firm utilizes both discretionary and non-discretionary arrangements, often implementing strategies through independent managers and third-party platforms.

Jennifer Marshall is a financial advisor at Chilton Capital Management LLC in Houston, TX, holding a Series 65 designation with two years of industry experience. She has been with Chilton Capital Management since 2020 and previously worked at Westwood Holdings Group, Inc. for 20 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 and a fundamental, bottom-up research process focused on long-term capital growth and income, offering a variety of investment strategies and serving clients such as insurance companies and registered investment companies.

Aaron Boyce is a financial advisor with Encompass More Asset Management LLC, holding a Series 65 designation and 11 years of industry experience. His prior roles include positions at Mercer Global Advisors and Lake Point Wealth Management, among others. Outside of investment advising, he is president of Boyce Financial Services, an insurance sales business, and serves as a business development consultant for Multiplan/Benefits Science Technologies, a firm providing analytic solutions through software and automation. Encompass More Asset Management LLC serves individual and high-net-worth clients, offering discretionary portfolio management through proprietary and third-party model portfolios, financial planning, and access to private placements. The firm employs a model-based investment approach combining quantitative, qualitative, and fundamental analysis, and focuses exclusively on individual and high-net-worth investors.

Sammy Mc Leod is a financial advisor at Symphony Financial, Ltd. Co. in Houston, TX, with two years of industry experience. Prior to joining Symphony Financial in 2023, Mc Leod worked at United Airlines for 19 years. Symphony Financial provides discretionary investment management, financial planning, and consulting services to individuals, trusts, estates, charitable organizations, and business entities. The firm manages approximately $1.09 billion in assets and uses a long-term investment approach that combines fundamental and technical analysis, tailoring portfolios to client risk profiles and objectives.

Matthew Werner is a CFA® charterholder based in Houston, TX, with 15 years of experience in the financial industry. He has been with Chilton Capital Management LLC since 2011. 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 across various dedicated strategies and integrates financial planning into its wealth management offerings.

Eduardo Suarez is a financial advisor with Bolton Securities Corporation in Houston, TX, holding Series 63 and Series 66 licenses and 13 years of industry experience. He has worked at Bolton Global Asset Management and Bolton Global Capital since 2018 and previously held roles at JPMorgan Securities LLC, JPMorgan Chase, Transamerica Financial Advisors, Inc., and World Financial Group, Inc. Outside of his advisory work, Eduardo operates a woodworking business where he builds and sells home accents. Bolton Global Asset Management is a registered investment adviser serving individuals, corporate and institutional clients, and trusts. The firm offers customized portfolio management utilizing a mix of in-house management, third-party programs, and various investment vehicles, emphasizing a long-term investment approach.

Bradley Eixmann is a CFA® charterholder with 12 years of industry experience. He has been with Chilton Capital Management LLC since 2017 and previously worked at GlobeScan Capital, Inc. from 2014 to 2017. 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 approach with a multiyear holding horizon, offering a variety of strategies such as REIT, tax-exempt fixed income, growth and income, and options-based defined risk approaches.

Stuart Ford is a financial advisor at Hilltop Securities Inc. in Houston, TX, holding Series 63 and Series 66 credentials with 38 years of industry experience. His career includes 26 years at Coastal Securities L.P. before joining Hilltop Securities in 2017. Ford serves as chairman of the Texas Tobacco Settlement Permanent Trust Account and is a trustee for Hospitality Apartment, a charity providing free housing for families receiving treatment at the Houston Medical Center. Hilltop Securities Inc. offers brokerage, clearing, custody, investment advisory, and retirement-plan consulting services to individuals, corporations, nonprofits, and institutional clients. The firm manages approximately $2.25 billion in assets and delivers investment solutions through an open-architecture platform that includes adviser-managed and model-based programs with a variety of portfolio strategies and operational capabilities.

Alexandre Murphy is a financial advisor with Golden State Wealth Management, LLC in Houston, TX. He holds a Series 66 credential and has 13 years of industry experience. Prior to joining Golden State Wealth Management in 2019, he worked at Edward Jones from 2014 to 2019. He is also involved in mortgage brokerage services through Houston Mortgage Loans LLC. Golden State Wealth Management serves individuals, trusts, pension and profit-sharing plans, and businesses by offering asset management, comprehensive portfolio management, financial planning, and retirement plan consulting. The firm utilizes a variety of analytic approaches and may incorporate third-party managers and model portfolios while providing primarily discretionary portfolio management.

Kunal Syngal is a financial advisor at Advisors Capital Management, LLC in Houston, TX, holding Series 65 and Series 63 licenses with 26 years of industry experience. His prior roles include positions at UBS Financial Services, Oppenheimer, Comerica Securities, and Bank of Texas Private Wealth. Advisors Capital Management serves a diverse client base, including high-net-worth individuals and employee benefit plans, providing discretionary portfolio management with a mix of fundamental, quantitative, and qualitative investment strategies. The firm manages over $8 billion in discretionary assets and acts as an outsourced sub-advisor to broker-dealers and registered investment advisers.

Michael Mithoff is a financial advisor with Americana Partners, LLC in Houston, TX, holding Series 65 and Series 63 licenses and 17 years of industry experience. His prior roles include positions at SP Securities, Hightower Securities, and multiple entities within the Salient group. Outside of advisory work, he is president and sole owner of Wasatch Strategic Investments, L.L.C., a personal investment vehicle. Americana Partners provides comprehensive financial planning, discretionary investment management, 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 customizes portfolios using a wide range of investment vehicles and employs alternative and privately placed investments for eligible clients.

Jacob Borbidge is a CFA® charterholder with two years of industry experience. He has worked at Avidian Wealth Solutions since 2023 and was previously with Invesco for 19 years. He serves on the Investment Committee of the Greater Houston Community Foundation and acts as an expert witness on financial industry matters. Avidian Wealth Solutions is an SEC-registered advisory firm that serves individuals, high-net-worth families, businesses, retirement plans, and institutional clients. The firm employs model-based managed solutions supplemented by sub-advisors and tailored allocations, and it operates as both a fund sponsor and sub-adviser, offering a range of investment management and financial planning services.

William Busch is a financial advisor with Americana Partners, LLC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His career includes roles at Merrill, UBS Financial Services, Morgan Stanley, Purshe Kaplan Sterling Investments, and Saxony Securities. Outside of his advisory work, he is involved in a wholesale wine grape business through Fire Oak Vineyard. 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 customizes portfolios through ongoing client consultations and discretionary management, utilizing a broad range of investment vehicles and engaging independent third-party managers.

Peter Acquaro is a financial advisor with Gradient Securities, LLC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked at Houston Retirement Solutions, LLC, Ohio National Financial Services, The ON Equity Sales Co., and The Fitzpatrick Group, LLC. Outside of his advisory work, he serves as chairman of the Public Safety Committee for the Southwest Management District, a quasi-government agency focused on community development in Southwest Houston. Gradient Securities, operating as Gradient Wealth Management, provides financial planning, consulting, third-party manager referrals, and non-discretionary asset management to individuals, pension and profit-sharing plans, trusts, estates, corporations, and other entities. The firm combines SEC-registered advisory services with broker-dealer activities and utilizes third-party managers while maintaining a focus on client approval for investment decisions.

Brent Shepherd is a CFP® professional with 31 years of experience in the financial services industry. He is currently with Wealthcare Advisory Partners LLC, where he has worked since 2019. His prior experience includes roles at 1 St Global Insurance Services and American General Securities Incorporated. Wealthcare Advisory Partners LLC provides investment advisory and financial planning services to a diverse client base including individuals, high-net-worth clients, trusts, and retirement plans. The firm employs a goals-based advising approach utilizing proprietary software and quantitative metrics alongside fundamental and behavioral analysis, offering both passive and active investment strategies.

Shaheen Ladhani is a financial advisor at Avidian Wealth Solutions with 14 years of industry experience. He holds the Series 66 designation and previously worked at Goldman, Sachs & Co. for 12 years. Ladhani serves on the Board of Directors and Investment Committee at the Center for Adults with Disabilities. Avidian Wealth Solutions is an SEC-registered firm serving individuals, high-net-worth families, businesses, retirement plans, and institutional clients. The firm employs a model-based investment approach supplemented by sub-advisors and separately managed accounts, and it also acts as a fund sponsor and sub-adviser, providing a range of investment management and advisory services.

Martin Limbaugh is a financial advisor with Kovack Advisors, Inc. in Houston, TX, holding a Series 66 designation and three years of industry experience. He has been involved with Kovack Securities since 2023 and operates his own related businesses, including Limbaugh Capital and Limbaugh Trading & T. Outside of advisory work, he manages Limbaugh Trading and Transport LLC. Kovack Advisors, Inc. is a multi-team registered investment adviser with approximately 260 advisors and over $6 billion in client assets, serving a diverse client base including individuals, pension plans, charitable organizations, banks, and government entities. The firm uses an Envestnet-supported investment process that incorporates risk tolerance assessments and employs both internal models and third-party managers to construct and manage client portfolios.

Thomas Brown is a financial advisor at Avidian Wealth Solutions with 15 years of industry experience. He holds a Series 65 designation and previously worked at RJ Capital, LLC for 12 years before joining Avidian. Avidian Wealth Solutions is an SEC-registered advisory firm serving individuals, high-net-worth families, businesses, retirement plans, and institutional clients. The firm manages approximately $3.99 billion in assets using model-based managed solutions, sub-advisors, and tailored allocations, while also acting as a fund sponsor and sub-adviser to affiliated funds.