Lionel Kiki is a financial advisor with Avidian Wealth Solutions in Houston, TX, holding a Series 66 license and five years of industry experience. He has previously worked at UBS AG, Fidelity Investments, AllianceBernstein L.P., and D.A. Davidson & Co. Outside of his advisory role, Kiki is the CEO and founder of Kumo Park LLC, a clothing and streetwear business. Avidian Wealth Solutions provides investment management, financial planning, and advisory services to individuals, families, retirement plans, corporations, and institutional clients. The firm offers customized portfolios and managed model solutions, including alternative investments, and plays an active role in pooled and private funds as a sub-advisor and investment manager.

Preston Snow is a Certified Financial Planner (CFP®) with 23 years of industry experience. He is affiliated with Avidian Wealth Solutions and has previously worked at J.P. Morgan Securities. Outside of his advisory role, he owns and oversees farm and ranch activities through PNPR Interest, LLC. Avidian Wealth Solutions is an SEC-registered firm serving individuals, high-net-worth families, businesses, retirement plans, and institutional clients. The firm employs primarily model-based managed solutions 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 financial planning services.

Johnnie Driver III is a financial advisor at CORDA Investment Management, LLC, holding a Series 66 license and bringing 20 years of industry experience. His prior roles include positions at Charles Schwab and TD Ameritrade. 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 for individuals, including high-net-worth clients, as well as pension consulting and tax preparation services.

Stephen O’dell is a CFP®-certified financial advisor with seven years of industry experience, currently associated with Brighton Jones LLC since 2022. Before joining Brighton Jones, he worked for Stages of Recovery, Inc. for ten years. Brighton Jones provides wealth management and financial planning services to individual, high-net-worth, and family-office clients through multiple operating brands, offering comprehensive solutions including discretionary portfolio management, tax preparation, real estate consulting, and family office administrative support. The firm employs a whole-balance-sheet approach and manages a diverse mix of public and private investments, supported by an affiliated ecosystem of specialized entities.

Robert Lowerre is a financial advisor at Willis Johnson Wealth in Houston, TX, holding Series 65 and Series 63 licenses with 21 years of industry experience. He worked at FSC Securities Corporation, Inc. for 13 years before joining Willis Johnson & Associates, where he has been since 2005. 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 incorporating structured protection ETFs, options, and private-market allocations.

Vernon Roberts is a financial advisor at CORDA Investment Management, LLC with 41 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Valic Financial Advisors, GFS Advisors LLC, and Stanford Group Company. Roberts has been with CORDA Investment Management since 2022. 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 for individuals, including high-net-worth clients, as well as pension consulting, tax preparation, and access to attorney-led estate planning services.

Mark Countryman is a CFP®-credentialed financial advisor with 27 years of industry experience. He has been with Lincoln Investment Planning, Inc. since 2005. He is based in Sugarland, TX and holds Series 63 and Series 65 licenses. 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, custom and model portfolios, access to third-party managers, and retirement plan advice through a nationwide network of independent advisors and firm-managed programs.

Douglas Williams is a financial advisor at Retirement Planners of America with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Metropolitan Capital Advisors and Texture. Retirement Planners of America offers discretionary portfolio management and financial planning to individuals, high-net-worth clients, and retirement plan participants, primarily through a wrap-fee investment program. The firm employs an “Invest and Protect” approach focused on capital preservation and tactical rebalancing, utilizing model portfolios composed largely of ETFs and mutual funds.

Jack Hirschman is a Series 66 licensed advisor at Sunbelt Securities, Inc. in Houston, TX, with 19 years of industry experience. He has been with Sunbelt Securities since 2010. 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 the Sunbelt RD wrap-fee program, standalone financial planning, and referrals to third-party money managers, employing a variety of investment methods and strategies without a single uniform model.

Kyle Judd is a financial advisor with Sunbelt Securities, Inc. in Houston, TX, holding a Series 66 designation and 19 years of industry experience. He has been associated with Sunbelt Securities since 2010 and operates Judd/Reddish Private Wealth Consultants, a DBA under Sunbelt Securities, since 2011. Sunbelt Securities serves individual investors, charitable organizations, and corporate clients, managing approximately $2.0 billion through a network of 68 advisors. The firm offers portfolio management, financial planning, and third-party manager referrals, with a focus on discretionary account management.

Irene Kelley is a financial advisor with Sunbelt Securities, Inc. in Jasper, TX, holding a Series 66 designation and 23 years of industry experience. She worked at Morgan Stanley Smith Barney from 2009 to 2018 before joining Sunbelt Securities in 2018. 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, with advisory accounts primarily focused on discretionary management.

Adrian Gonzalez is a financial advisor with Capital Analysts in Sugar Land, TX, holding a Series 66 credential and two years of industry experience. His prior work includes roles at Lincoln Investment and Operation HOPE, as well as community service positions with AltruVista and the Christian Community Service Center. 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, custom and model portfolios, third-party manager access, and retirement-plan advice, delivering investment management through both discretionary in-house teams and non-discretionary advisor-managed solutions.

Caitlin Little is a financial advisor at Capital Analysts with Series 63 and Series 65 licenses and four years of industry experience. She previously worked at Dearborn & Creggs and spent five years at CBS News. 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, access to third-party managers, and retirement-plan advice through a nationwide network of advisors. The firm employs both discretionary and non-discretionary investment management, supported by an in-house research team and proprietary mutual-fund screening.

Colbey Gilford is a CFP® professional with three years of industry experience, currently affiliated with RWA Wealth Partners. Prior to joining RWA in 2023, he worked at Polaris Wealth Advisory Group and Merino Wealth Management, and has experience outside finance with The Nature Conservancy and in education. RWA Wealth Partners serves individuals, families, trusts, charitable organizations, business entities, and employer-sponsored retirement plans, providing investment management, financial planning, integrated tax planning, and retirement plan advisory services. The firm’s investment approach focuses on strategic asset allocation using an open-architecture platform, combined with customized fixed income and cash management strategies.

Luis Guerrero is an advisor at BBVA Global Wealth Advisors, Inc. in Houston, TX, holding a Series 65 designation with one year of industry experience. His prior roles include positions at Banorte Securities, PNC Bank, and BBVA-related entities dating back to 2015. He is also involved with BBVA Global Wealth Insurance, Inc. as an insurance agent, referring clients to the agency. BBVA Global Wealth Advisors, Inc. provides investment advisory services to individuals, high-net-worth clients, businesses, and family offices. The firm uses strategic and tactical asset allocation informed by in-house and third-party research, offering portfolios that include mutual funds, ETFs, UCITS, structured products, and individual securities.

Mikelyn Granato is a financial advisor at Willis Johnson Wealth in Houston, TX, holding a Series 66 license with one year of industry experience. Prior to joining Willis Johnson Wealth, she worked at MML Investors Services, MassMutual Life Insurance Company, Equitable Advisors, Charger Water Treatment, and served six years in the U.S. Navy. 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 with diversified model strategies and access to private market investments, supported by in-house CPA tax services and a Families Program that manages household accounts.

Riccardo Signorelli is a financial advisor with Sunbelt Securities, Inc. in Houston, TX, holding Series 65 and Series 63 licenses and bringing eight years of industry experience. His career includes positions at Lavaca Capital LLC and ongoing leadership roles in non-investment businesses such as technology services and consulting through The Woodlands Analytics and RS Energia. Sunbelt Securities, Inc. provides investment advisory and related services to individual, high-net-worth, and institutional clients through a network of investment adviser representatives, offering a range of portfolio management strategies and financial planning services tailored to client objectives.

Nicholas Johnson is a CFP® and CFA® with 18 years of industry experience. He has worked exclusively with Willis Johnson Wealth and its predecessor entities since 2007. Willis Johnson Wealth provides comprehensive financial planning and investment management for corporate professionals, executives, and high-net-worth individuals and their families. The firm employs a tax-aware, evidence-based investment approach with diversified strategies and offers in-house tax services alongside tailored portfolio solutions.

Kevin Lenox is a CFP® and CFA® with 18 years of experience in financial advising. He has worked at Avidian Wealth Solutions (formerly STA Wealth Management) since 2020 and previously spent five years at United Capital Financial Advisers. Avidian Wealth Solutions is an SEC-registered advisory firm serving individuals, high-net-worth families, businesses, retirement plans, and institutional clients. The firm employs a primarily model-based investment approach supplemented by sub-advisors and tailored allocations, managing approximately $3.99 billion in assets across 32 advisors.

Robert Dishman is a financial advisor with Sunbelt Securities, Inc. in Houston, TX, holding a Series 66 designation and 13 years of industry experience. He previously worked at Morgan Stanley for nine years before joining Sunbelt Securities in 2023. Outside of his advisory role, he is involved in providing fixed life insurance, annuities, group medical insurance, life settlements, and estate planning services through Charles W. Rawl & Associates, LLC. Sunbelt Securities, Inc. offers investment advisory and related services to individual and institutional clients through a network of representatives. The firm supports a variety of investment approaches and discretionary portfolio management within its wrap-fee program, while also providing standalone financial planning and referrals to third-party money managers.