Audrey Fersten is a financial advisor at Forvis Mazars Wealth Advisors, LLC in Houston, TX, holding the CFP® designation along with Series 63, 65, and 66 licenses. She has 16 years of industry experience, with previous roles at BKD Wealth Advisors, US Capital Advisors, and Bridgeway Capital Management. Her background also includes work with the Anti Defamation League. Forvis Mazars Wealth Advisors serves individuals, families, retirement plans, institutions, and nonprofit organizations, offering financial planning and investment management within an integrated service model connected to a national accounting and professional services firm. The firm emphasizes customized asset allocation, diversification, cost control, and combines active and passive strategies tailored to each client’s objectives and risk tolerance.

Tyler Leal is a CFP® with five years of industry experience, currently with Willis Johnson Wealth in Houston, TX. He has worked at several firms including Corient Services LLC and Stavis & Cohen Private Wealth, LLC. Leal’s background also includes roles in education and the insurance industry. Willis Johnson Wealth provides comprehensive financial planning and investment management primarily for corporate professionals, executives, and high-net-worth individuals and their families. The firm employs an evidence-based, tax-aware investment approach and offers a range of model strategies and tailored solutions, supported by in-house CPA tax services.

Catherine Patrick is a CFP® with 16 years of experience in the financial services industry. She is currently with CORDA Investment Management, LLC and previously worked at MML Investors Services LLC (Bluecrest Financial Alliances) and MassMutual Life Insurance Co for over ten years. CORDA Investment Management is a multi-team registered investment adviser managing approximately $2.0 billion in assets for around 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.

Joann North is a CFP® with 31 years of industry experience, currently serving as a financial advisor at Brookwood Investment Group. She has worked with several firms including Redwood Private Wealth, Horter Investment Management, and Cetera Advisor Networks. In addition to her advisory role, she owns JNorth Financial, LLC, a financial planning and wealth management business. Brookwood Investment Group provides portfolio management, financial planning, and retirement plan advisory services to individual investors, businesses, and employer-sponsored plans. The firm customizes portfolios using a range of active, passive, and tactical strategies, and offers both discretionary and non-discretionary management, with ongoing monitoring and due diligence on recommended managers.

Richard Waits is a financial advisor with Sunbelt Securities, Inc. in Houston, TX, holding a Series 66 designation and 24 years of industry experience. He has been with Sunbelt Securities since 2010. Sunbelt Securities serves a diverse client base including individual investors, charitable organizations, and corporate clients, managing approximately $2.0 billion across thousands of accounts. The firm provides portfolio management through rep-directed wrap programs, written financial planning, and referrals to third-party money managers.

Robert Frusina is a financial advisor with Avior Wealth Management, LLC in Houston, TX, holding a Series 65 credential and two years of industry experience. Prior to joining Avior, he worked at Campion Capital Research from 2017 to 2024. Avior Wealth Management serves individual and institutional clients, including high-net-worth individuals, pension and retirement plans, corporations, trusts, and banks. The firm employs a fundamental analysis investment approach and offers discretionary and non-discretionary investment management, financial planning, pension consulting, and business consulting services.

Lee Porter is a financial advisor with Foundations Investment Advisors LLC, holding a Series 65 designation and one year of industry experience. Prior to joining Foundations in 2026, he worked at Vital Retirement Planners, Optimizely, Blizzard Entertainment, and Sprinklr. Foundations Investment Advisors provides financial planning and portfolio management to individual and high-net-worth clients, employer-sponsored retirement plans, and registered investment companies through a large network of affiliated offices. The firm uses a mix of fundamental, technical, and cyclical analysis alongside model portfolios and an asymmetric rebalancing strategy.

Leo Reichle is a financial advisor with Sunbelt Securities, Inc. in Houston, TX, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. Prior to joining Sunbelt in 2025, he worked at Oppenheimer & Co. Inc for seven years and Hilltop Independent Network for two years. Outside of his advisory work, he serves on the boards of the Texas Children's Cancer Center and Fore The Cure, where he is president. Sunbelt Securities, Inc. provides investment advisory and related services to individual and institutional clients through a network of representatives. The firm offers customized portfolio management, financial planning, and access to third-party money managers, employing various investment strategies without mandating a single uniform model across advisors.

Steven Russo is a financial advisor at Eagle Global Advisors LLC in Houston, TX, holding a Series 65 designation with 28 years of industry experience. He has been with Eagle Global Advisors since 1996. Eagle Global Advisors provides portfolio management services to individual investors, retirement plans, financial institutions, trusts, endowments, and investment companies. The firm employs a combination of top-down and bottom-up analysis using proprietary screening and quantitative models alongside fundamental research, managing discretionary portfolios across a range of asset classes including equities, fixed income, and alternative strategies.

Xianyuan Hoover is a CFA® charterholder and holds a Series 65 license with two years of industry experience. She has been with Willis Johnson Wealth since 2024, previously working seven years at Franklin Templeton Investment Management. Willis Johnson Wealth offers comprehensive financial planning and investment management services primarily to corporate professionals, executives, and high-net-worth individuals and their families. The firm employs an evidence-based, tax-aware investment approach and provides a range of model strategies alongside tailored solutions that include structured protection and private-market allocations.

Nicholas Casanova is a CFP® and holds a Series 65 license, currently serving as a financial advisor at Willis Johnson Wealth in Houston, TX. He has one year of industry experience, including prior work at Oak Harvest Financial Group. Willis Johnson Wealth provides comprehensive financial planning and investment management primarily for corporate professionals, executives, and high-net-worth individuals and their families. The firm employs an evidence-based, tax-aware investment approach and offers a range of model strategies alongside tailored solutions.

Roberta Fernandes is a financial advisor at BBVA Global Wealth Advisors, Inc. with 10 years of industry experience. She holds a Series 66 designation and has worked at firms including Morgan Stanley Private Bank, BTG Pactual, Valores Banistmo, Santander Securities, and Merrill. BBVA Global Wealth Advisors, Inc. serves individuals, high-net-worth clients, businesses, and family offices, offering portfolio advisory, wrap fee programs, and access to various model portfolios. The firm constructs investor risk profiles aligned with its investment guides, combining strategic and tactical asset allocation using both BBVA S.A.’s fund research and third-party resources.

Christopher Pham is a financial advisor at Sequent Planning, LLC with two years of industry experience. He holds Series 63 and Series 65 licenses and has been involved in the insurance industry through Futurity First Insurance Company since 2015. Outside of his advisory role, Pham is a partner at Noble Duke Ventures, a real estate investment firm, and previously partnered in The X-Ray Institute, where he taught certification classes and managed marketing. Sequent Planning, LLC, doing business as Futurity First Wealth Management, is an SEC-registered investment adviser serving individuals, retirement plan sponsors, businesses, and nonprofit organizations. The firm provides asset management and financial planning services through a network of advisers using a structured risk framework and diversified manager exposures.

Nicolas Knapik is a financial advisor at Avidian Wealth Solutions with 21 years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining Avidian Wealth Solutions in 2023, he was with RJ Capital for 11 years. Avidian Wealth Solutions provides investment management and financial planning services to individuals, families, retirement plans, corporations, and institutional clients. The firm utilizes managed model solutions and customized portfolios, incorporates alternative investments, and plays an active role as a sub-advisor and investment manager for pooled and private funds.

Larry Mahoney is a CFP® with 16 years of industry experience, currently serving as an advisor at Gradient Advisors, LLC since 2017. Prior to that, he worked at Tucker Asset Management and has operated his own financial practice since 1987. He is also involved with the American Financial Education Alliance as a chapter president, where he conducts educational seminars. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, offering a largely non-discretionary model with a focus on documenting client objectives and risk tolerance through various analytical tools.

Mohammad Hameed is a financial advisor at Ally Invest Advisors with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at multiple firms including Mutual of Omaha Investor Services and Scottrade. Outside of financial advising, he is also active as a real estate agent with Exp Realty, LLC. Ally Invest Advisors provides discretionary portfolio management primarily to individual and high-net-worth clients through web-based and virtual solutions, offering ETF-based Robo Portfolios and personalized Financial Advisor-delivered advice using model portfolios based on Modern Portfolio Theory.

James Latimer Jr. is a financial advisor at Siebert AdvisorNXT, LLC, holding Series 63 and Series 65 licenses with 29 years of industry experience. His prior work includes roles at Stockcross Financial Services, Inc. and Tradestar Investments, Inc., and he has been affiliated with Fiserv Investor Services, Inc. for over two decades. Latimer splits his time evenly between Siebert AdvisorNXT and Muriel Siebert & Co., LLC, both under the Siebert Financial Corporation. Siebert AdvisorNXT serves individuals, high-net-worth clients, families, trusts, and business entities through investment supervisory services and managed programs. The firm utilizes a web-based platform and third-party managers to offer ETF/ETN-based allocations, fundamental and technical strategies, and sub-advised solutions, operating primarily within a wrap-fee structure.

Matthew Knauss is a financial advisor with Sunbelt Securities, Inc. in Houston, TX, holding a Series 66 designation and 15 years of industry experience. He has been with Sunbelt Securities since 2011. Outside of his advisory work, he is a silent equity owner of a non-investment-related business, Pamco. Sunbelt Securities, Inc. serves individual and institutional clients, including high-net-worth individuals, offering investment advisory and related services through a network of representatives. The firm provides various approaches to portfolio management, including discretionary wrap-fee programs and standalone financial planning.

George Crosby, Jr. is a financial advisor at Eagle Global Advisors LLC with 19 years of industry experience. He holds a Series 65 designation and has been with Eagle Global Advisors since 2006. Eagle Global Advisors provides portfolio management services to individual investors, retirement plans, financial institutions, trusts, endowments, and investment companies. The firm employs a combination of top-down and bottom-up analysis using proprietary quantitative models alongside fundamental research, managing discretionary strategies across various asset classes including equities, fixed income, energy, and scarcity-focused investments.

Ziaul Khondker is a financial advisor at Gradient Advisors, LLC with 36 years of industry experience and holds Series 63 and Series 65 credentials. His prior career includes roles at Guardian Life Insurance Company, Park Avenue Securities, Allstate Insurance Company, and Prudential entities. He also owns Navigro Financial, a financial planning firm based in Richmond, Texas. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, charitable organizations, and businesses. The firm primarily operates through a network of Investment Advisor Representatives and third-party money managers using a largely non-discretionary model and employs a variety of analytical approaches in portfolio management.