Michael Kaplan is a financial advisor with Prospera Financial Services, Inc. in Houston, TX, holding Series 63 and Series 65 designations and bringing 34 years of industry experience. Prior to joining Prospera in 2021, he worked at Morgan Stanley and its affiliated entities from 1992 to 2021. Outside of advisory services, Kaplan owns and operates Kaplan Travel Services, where he acts as a travel insurance agent, and he is involved in buying and selling gold, silver, metals, and fine watches through TXGOLDBUYER. Prospera Financial Services is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, charitable organizations, and business entities through a variety of advisory programs and platforms, offering both discretionary and non-discretionary account management.

Sean Nimmo is a financial advisor at Chilton Capital Management LLC with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Credit Suisse Securities and Lehman Brothers. Outside of his advisory role, he co-manages SNL Stables, a horse boarding facility operated by his spouse. 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 process with strategies including Growth & Income, High-Quality Tax-Exempt, REIT, and Defined Risk, and offers trustee and fiduciary services through its affiliated trust company.

Jeff Manwaring is a CFP® and Series 65 licensed advisor with 17 years of industry experience. He has worked at Avidian Wealth Solutions since 2021 and previously spent 13 years at Fca Corp. Manwaring is based in Houston, TX. 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 and offers investment management, financial planning, and ERISA-plan advisory services, utilizing model-based solutions, sub-advisors, and separately managed accounts.

Adam Gross is a financial advisor with Advisory Services Network and holds a Series 65 designation. He has 17 years of industry experience, having previously worked at SMS Capital Management and APG Capital Management. Gross has been with Advisory Services Network since 2017. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and employer-sponsored retirement plans through a large network of independent investment adviser representatives. The firm offers a range of portfolio management and financial planning services, utilizing a flexible approach that includes discretionary and non-discretionary management and a variety of investment vehicles.

James Hodges is a financial advisor at Avidian Wealth Solutions in Houston, TX, holding Series 63 and Series 66 licenses with 25 years of industry experience. He previously worked at STA Wealth Management, LLC from 2020 to present and at Semita Asset Management from 2015 to 2020. 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 combination of managed model solutions and customized portfolios, frequently uses third-party sub-advisors, and actively manages pooled and private funds.

Alexandra Neault is a financial advisor at CORDA Investment Management, LLC in Houston, TX, with four years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Florida Financial Advisors and Trinity Wealth Securities. Outside of her advisory roles, she has experience in the hospitality industry, including positions at Gangchu Chicken & Beer and Silverado Golf and Country Club. CORDA Investment Management is a multi-team registered investment adviser managing approximately $2.0 billion in client assets. The firm provides discretionary portfolio management and integrated financial planning to individuals, including high-net-worth clients, and offers pension consulting, tax preparation, and estate-planning services.

Raymond Knezek II is a financial advisor with Sequent Planning, LLC, holding Series 63 and Series 65 licenses and six years of industry experience. He has worked at firms including JPMorgan Chase Bank and Edelman Financial Engines. Knezek also serves as a field underwriter for Futurity First Insurance Group, focusing on retirement planning and estate protection. Sequent Planning, LLC (doing business as Futurity First Wealth Management) is an SEC-registered investment adviser serving individuals, retirement plan sponsors, businesses, endowments, and nonprofits. The firm offers asset management, financial planning, and retirement-plan services utilizing a structured risk framework and a combination of firm-developed and third-party manager models.

Tracy Griffin is a financial advisor at Americana Partners, LLC in Houston, TX, holding Series 63 and Series 66 licenses with 28 years of industry experience. Prior to joining Americana Partners in 2019, Griffin worked at Purshe Kaplan Sterling Investments, Inc. and Morgan Stanley Smith Barney. 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 offers customized portfolio management utilizing a range of investment vehicles and integrates family-office administrative services alongside its investment offerings.

Lynne Russell is a financial advisor at Americana Partners, LLC in Houston, TX, with 18 years of industry experience. She holds Series 63 and Series 66 designations and previously worked at McMurrey Investment Advisors LLC for 11 years before joining Americana Partners in 2021. Americana Partners provides financial planning, consulting, and discretionary investment and wealth management services to individuals, trusts, estates, charitable organizations, and business entities, including high-net-worth and ultra-high-net-worth international clients. The firm customizes portfolios based on clients’ risk tolerances and objectives, utilizing a range of investment vehicles and third-party managers, and manages multiple private pooled investment vehicles for accredited investors.

Jason Fertitta is a financial advisor at Americana Partners, LLC with 25 years of industry experience. He holds a Series 66 credential and has previously worked at Morgan Stanley, Lehman Brothers Inc., and Purshe Kaplan Sterling Investments. Outside of his advisory role, Fertitta serves on the boards of Truth BBQ Holdings, Excel Mulching & Trenching, and the Houston Museum of Natural Science. 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 diverse range of investment vehicles and alternative strategies tailored to client needs.

Edwin Langley Jr. is a CFP® with 23 years of industry experience, currently serving as a financial advisor at Halbert Hargrove since 2011. He is also a certified public accountant and principal owner of Langley & Associates, a CPA firm he has operated since 1979. Halbert Hargrove Global Advisors manages approximately $4.2 billion for individuals, pension plans, trusts, estates, charitable organizations, and corporate entities. The firm employs a multi-advisor platform offering discretionary, fee-only investment management combined with financial planning and consulting services, utilizing a disciplined investment process overseen by an Investment Committee.

Bruce Garrison is a CFA® charterholder with 15 years of experience in the financial industry, currently serving at Chilton Capital Management LLC since 2011. He previously worked briefly with Salient Capital Advisors, LLC in 2011. Outside of his advisory role, he serves as a director and audit committee member for a real estate development company. 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 focused on long-term capital growth and income, offering dedicated strategies across equities, fixed income, ETFs, and alternative investments.

Randall Neighbour is a financial advisor with The Fiduciary Alliance in Houston, TX, holding Series 66 and Series 65 credentials and 13 years of industry experience. His prior roles include positions at Lincoln Financial Advisors, Sigma Planning Corporation, and Fortune Financial Services. Outside of his advisory work, he serves as President and Chairman of the Board for Touch Outreach Ministries and is involved in authoring religious publications as well as leading a nonprofit focused on financial education. The Fiduciary Alliance provides investment management and comprehensive financial planning services to individuals, including high-net-worth clients, retirement plans, and other advisers. The firm employs a combination of fundamental and technical analysis and offers discretionary portfolio management alongside estate planning, business planning, and risk management support.

Javier Altimari is a CFP® with 14 years of industry experience, currently serving as Founder and Managing Partner at Americana Partners, LLC in Houston, TX. His prior experience includes roles at Oppenheimer & Co. Inc and GFS Advisors, LLC. He is also the owner and director of Altimari & Co. LLC, a personal holding company focused on venture capital and private equity investments. Americana Partners provides financial planning, consulting, and discretionary investment and wealth management services to individuals, trusts, estates, charitable organizations, and business entities. The firm offers customized portfolios across a broad range of investment vehicles and manages multiple private pooled investment vehicles for accredited investors, incorporating technology platforms and third-party managers in its implementation process.

Marques Cormier is a financial advisor with HUB Investment Partners, LLC in Houston, TX, holding Series 63 and Series 66 credentials and 17 years of industry experience. Prior to joining HUB Investment Partners in 2020, he worked at ZT Wealth Advisory for four years. He serves on the board of Foundation 99 in San Marcos, Texas, contributing to fundraising strategy and volunteer financial coaching. HUB Investment Partners serves a diverse client base including institutional, corporate, municipal, and high-net-worth individual clients. The firm employs a combination of active and passive investment strategies and offers discretionary and non-discretionary portfolio management along with specialized services for banking and municipal clients.

Ross Langley is a CFP® professional with 17 years of industry experience. He has been with Halbert Hargrove since 2011 and also operates Langley & Associates, a certified public accounting practice. Halbert Hargrove Global Advisors serves a diverse client base including high-net-worth individuals, pensions, trusts, and charitable organizations, managing approximately $4.2 billion across a multi-advisor platform. The firm offers discretionary, fee-only investment management and financial planning, employing an Investment Committee to construct diversified portfolios using a wide range of asset classes and investment strategies.

Karl Krueger is a financial advisor at Avidian Wealth Solutions in Houston, TX, holding a Series 66 designation with 26 years of industry experience. He has been with Sta Wealth Management, LLC since 2015. 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 and offers a range of services including discretionary portfolio management, financial planning, and ERISA-plan advisory work, utilizing model-based managed solutions and sub-advisory arrangements.

Frances Longshore is a CFP® with 37 years of industry experience, currently serving at Tucker Asset Management LLC since 2021. She has worked at Principal Financial for 15 years and has been the owner and president of Longshore Financial Group since 1988. Outside of advisory work, she is involved in selling Medicare supplement insurance, fixed annuities, fixed insurance, and long-term care products. Tucker Asset Management serves individual and high-net-worth clients as well as foundations, trusts, estates, and charitable organizations, providing discretionary investment management and financial planning through a network of independent investment adviser representatives. The firm employs a top-down, macroeconomic asset-allocation process and offers a range of strategies including growth, fixed income, direct indexing, and alternative investments.

Thomas Payne is a financial advisor with Calton & Associates, Inc. in Houston, TX, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked at Calton & Associates since 2015 and previously spent 11 years with Tri Star Advisors. Calton & Associates is a multi-team registered investment adviser that serves individuals, retirement plans, trusts, estates, and other business entities. The firm offers a combination of fee-based portfolio management, financial planning, and commission-based brokerage and insurance products, employing a range of analytical approaches and using both firm-sponsored programs and third-party money managers to manage client portfolios.

Annelise Bovet is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Robertson Stephens. Her prior roles include positions at Collaboration Capital LLC, Perigon Wealth Management, and Chilton Capital Management. She is also a licensed Notary Public. Robertson Stephens provides investment advisory services to individuals, families, trusts, and charitable organizations, managing over $8 billion in assets. The firm offers a range of portfolio management and planning services, utilizing in-house models and third-party managers across various asset classes.