Brooke Naghavi is a financial advisor at CORDA Investment Management, LLC with 16 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at CORDA since 2018. Her prior experience includes roles at Frost Brokerage Services and Fs2 Capital Partners. 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 and pension plans, utilizing a range of strategies including options, direct indexing, and long/short approaches.

Oscar Mancineiras is a financial advisor at BBVA Global Wealth Advisors, Inc. in Houston, TX, holding a Series 65 designation. He has prior experience at Texas First Bank and has held roles at the University of Houston, Houston Methodist, ATP, and Olivet Nazarene University. 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 BBVA S.A.’s fund research and third-party resources, offering a mix of mutual funds, ETFs, UCITS, structured products, and individual securities.

Richard Young Jr. is a financial advisor with HBW Advisory Services LLC in Missouri City, TX, holding a Series 65 credential and one year of industry experience. Prior to joining HBW Advisory Services in 2024, he was retired from 2018 to 2024 and worked at the Federal Aviation Administration from 1991 to 2018. HBW Advisory Services manages approximately $1.75 billion in assets and offers a mix of discretionary and non-discretionary asset management, financial planning, and consulting services to individuals, families, charitable organizations, businesses, and retirement plans. The firm employs a blended investment approach including tactical asset allocation and multi-manager diversification, and is notable for its high client load per advisor and institutional and intermediary roles.

Sarah Sikorski is a CFP® and holds a Series 65 license with six years of industry experience. She has worked at Willis Johnson Wealth since 2020 and previously held positions at Deloitte and PricewaterhouseCoopers. Willis Johnson Wealth provides financial planning and investment management primarily for corporate professionals, executives, and high-net-worth individuals. The firm employs an evidence-based, tax-aware investment approach and offers a range of model strategies and tailored solutions, supported by an in-house CPA tax service and a Families Program.

Jeffrey Dodson is a financial advisor at CORDA Investment Management, LLC with 22 years of industry experience. He has held positions at CORDA since 2013, following prior roles at Churchill Management Group and TD Ameritrade. He holds the Series 63 and Series 66 licenses. 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 and retirement plans, employing customized investment strategies including long- and short-term trading, options, and direct indexing.

Troy Taylor is a CFP® professional with 23 years of industry experience. He is currently with Avidian Wealth Solutions and previously spent 11 years at Linscomb and Williams, Inc. Outside of his advisory work, he is a partner and general manager of a home remodeling business in Houston. Avidian Wealth Solutions is an SEC-registered firm serving individuals, high-net-worth families, businesses, retirement plans, and institutional clients. The firm offers discretionary portfolio management, financial planning, and ERISA-plan advisory services, utilizing model-based managed solutions alongside sub-advisors and separately managed accounts.

Richard Chamberlain is a CFP® with 28 years of industry experience, currently serving as an advisor at Sunbelt Securities, Inc. since 2011. He also operates Chamberlain Financial Services and maintains a separate CPA public accounting practice. Chamberlain serves as Treasurer on the board of the Jasper Higher Education Foundation. Sunbelt Securities, Inc. provides investment advisory and related services to individual and institutional clients through a network of advisers, offering portfolio management, financial planning, and access to third-party money managers with a flexible investment approach.

Reid Guthrie is a CFP® and Series 65-licensed advisor with six years of industry experience. He is currently with Avidian Wealth Solutions and has prior experience at United Capital Financial Advisors, LLC and One Advocate Group. Avidian Wealth Solutions provides investment management, financial planning, and advisory services to individuals, families, retirement plans, corporations, trusts, and institutional clients. The firm employs a blend of managed model solutions and customized portfolios, routinely uses third-party sub-advisors, and actively serves as a sub-advisor and investment manager for pooled and private funds.

Malcom Day is a CFA® charterholder with 24 years of industry experience, currently serving at Eagle Global Advisors LLC in Houston, TX. He previously worked at Partners Investment Management & Research, LLC. Eagle Global Advisors manages discretionary portfolios for individual and institutional clients, employing a quantitative multi-factor screening process alongside fundamental analysis to construct a variety of domestic and international portfolios. The firm also sponsors private pooled funds and provides portfolio management and research services to mutual funds, ETFs, and third-party advisers.

Stephen Mcbride is a financial advisor with Sunbelt Securities, Inc. in Houston, TX, holding Series 63 and Series 66 licenses and bringing 40 years of industry experience. He has been with Sunbelt Securities since 2004. 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 referrals to third-party money managers through a network of investment adviser representatives.

Michael Lewis is a financial advisor at Sunbelt Securities, Inc. with 14 years of industry experience. He holds the Series 66 designation and has worked at Sunbelt Securities since 2016 and Thorn Financial Group since 2008. Outside of his advisory role, he is involved in tax consulting through Thorn Financial Group. Sunbelt Securities, Inc. offers investment advisory and related services to individual and institutional clients through a network of investment adviser representatives. The firm provides customized portfolio management and financial planning, employing various investment strategies without requiring a uniform model across advisers.

Adrian Gomez is a financial advisor at Willis Johnson Wealth in Houston, TX, holding a Series 65 designation with four years of industry experience. His prior roles include positions at Chilton Capital Management and The Mitchell Group, Inc. Willis Johnson Wealth provides comprehensive financial planning and investment management primarily for corporate professionals, executives, and high-net-worth individuals and their families, employing an evidence-based, tax-aware investment approach with multiple model strategies and access to private market investments.

Christopher Conley is a financial advisor at IAMS Wealth Management, LLC, holding a Series 65 designation with one year of industry experience. He also works as an insurance agent with Sterling nfg, focusing on life, health, disability, and long-term care insurance as well as annuities. IAMS Wealth Management provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, corporations, and charitable organizations. The firm offers discretionary portfolio management and consulting services, employing an asset-allocation approach that includes equities, ETFs, fixed income, and alternative instruments.

Gonzalo Alonso is a CFP® professional at Eagle Global Advisors LLC with 11 years of industry experience. He previously worked at Fidelity Investments for six years and at E*TRADE Capital Management and E*TRADE Securities for four years each. Eagle Global Advisors manages discretionary portfolios for individual and institutional clients, including retirement plans, trusts, endowments, and investment companies. The firm uses a quantitative multi-factor screening process combined with fundamental analysis to construct a diverse range of portfolios and serves as a sponsor and manager of private pooled funds as well as a sub-advisor to mutual funds and ETFs.

Jeannie Martinez is a financial advisor with Hilltop Securities Inc. in Richmond, TX, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. Her prior roles include positions at PNC Investments, BBVA Wealth Solutions Inc., BBVA Securities Inc., BBVA Compass Insurance Agency, and COMPASS Bank. Outside of her advisory work, she has an ownership interest in a real estate investment business. Hilltop Securities serves individual, high-net-worth, and institutional clients with a range of investment advisory and broker-dealer services, featuring an open-architecture platform that incorporates third-party managers and firm-sponsored strategies. The firm combines custody, banking, and market-making capabilities, and provides access to municipal bond strategies alongside discretionary and non-discretionary management options.

David Sabonghy is a financial advisor with Waterloo Capital in Sugar Land, TX, holding a Series 66 designation and 24 years of industry experience. His prior roles include positions at Avidian Wealth Solutions, Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Ameriprise. Outside of advisory work, he is president of Sabonghy Interests LLC, an oil and gas business. Waterloo Capital is a multi-advisor firm serving entrepreneurs, high-net-worth individuals, trusts, and institutional clients. The firm offers customized investment management and financial planning, emphasizing long-term strategic portfolios with periodic rebalancing and providing access to third-party sub-advisers, educational seminars, and referrals for tax and lending solutions.

Bennett Baiamonte is a financial advisor at Mission Wealth Management, LP in Houston, TX, holding Series 63 and Series 65 licenses with two years of industry experience. His prior experience includes roles at Fidelity Investments and several positions associated with Brigham Young University. Mission Wealth Management serves high-net-worth individuals, families, and institutional clients, providing comprehensive wealth management, financial planning, investment management, and related consulting. The firm employs a “total picture” approach that integrates investment management with tax, trust, legacy, philanthropy, and risk planning, using both internal management and selective third-party sub-advisors.

Charles Jimerson Jr. is a financial advisor at Sunbelt Securities, Inc. in Houston, TX, holding a Series 63 designation and bringing 39 years of industry experience. His prior work includes 14 years at WFG Advisors, LP and 17 years at WFG Investments, Inc. He is also associated with North Texas Advisory Group, a general financial services business operating under Sunbelt Securities. Sunbelt Securities, Inc. offers investment advisory and related services to individual and institutional clients through a network of representatives. The firm employs various investment strategies and provides programs including wrap-fee portfolios, standalone financial planning, and referrals to third-party money managers.

Matthew Lankford is a financial advisor at Avidian Wealth Solutions with 23 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at RJ Capital for 11 years. Lankford has also been involved with BKLM Financial Consulting, a business consulting firm focused on financial services, though this activity has been inactive since 2016. Avidian Wealth Solutions is an SEC-registered advisory firm serving individuals, high-net-worth families, businesses, retirement plans, and institutional clients. The firm offers investment management, financial planning, and fiduciary advisory services, utilizing model-based managed solutions and sub-advisory relationships, and operates both as a fund sponsor and sub-adviser.

Elizabeth Nierzwicki is a financial advisor at CORDA Investment Management, LLC with seven years of industry experience. She holds the Series 66 designation and previously worked at Bank of America and Merrill from 2019 to 2024. Outside of her advisory role, she owns FigureFIT LLC, which offers online nutrition and fitness coaching, and is involved with Counter Brands, LLC and Microtel Leadville. 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 to individuals, including high-net-worth clients, as well as pension consulting and in-house tax and estate-planning services.