Joshua Caltrider is a financial advisor with Americana Partners, LLC in Houston, TX, holding a Series 66 designation and 13 years of industry experience. His career includes roles at Morgan Stanley and Purshe Kaplan Sterling Investments before joining Americana Partners in 2019. He is also a co-founder of JEM Oil, LLC, an entity established for estate planning purposes to hold passive investments in oil well working interests. Americana Partners provides financial planning, consulting, and discretionary wealth management services to individuals—including high-net-worth and ultra-high-net-worth international clients—as well as trusts, estates, charitable organizations, and business entities. The firm customizes portfolios based on clients’ risk tolerances and objectives, utilizing a range of investment vehicles and technology platforms, and serves as investment manager or adviser to multiple private pooled investment vehicles offered to qualified investors.

Leslie Rich is a financial advisor with Arax Advisory Partners in Houston, TX, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. Prior to joining Arax, Leslie worked at U.S. Capital Wealth Advisors and UBS Financial Services. Outside of advisory work, Leslie serves as a director overseeing charitable gifts for Waylands Way and operates a consulting business assisting individuals going through divorce. Arax Advisory Partners provides wealth management and advisory services to a diverse client base, including individuals, high-net-worth clients, family offices, institutions, and businesses. The firm offers discretionary and non-discretionary portfolio management, comprehensive financial planning, and retirement plan consulting, utilizing a mix of in-house teams, external managers, and alternative investments.

Matthew Schwartz is a CFP® and holds a Series 65 license with six years of industry experience. He has worked at TFO Wealth Partners since 2019 and previously held positions at Capstone Partners and Lion Street. Outside of his advisory role, he works as an insurance agent designing life insurance policies. TFO Wealth Partners serves individual clients, family offices, retirement plans, trusts, charitable organizations, and corporate clients, managing approximately $4.85 billion in assets. The firm employs a long-term, asset-allocation driven investment approach using model portfolios primarily composed of mutual funds and ETFs, supplemented by third-party managers, and offers a range of services including portfolio management, family office services, and financial planning.

James Manale is a CFP® with four years of industry experience, currently advising clients at Intrua Financial in Houston, TX. Prior to joining Intrua Financial, he worked at Alliance Credit Union and LPL Financial LLC. Intrua Financial is a multi-team SEC-registered advisory firm with approximately $1.75 billion in regulatory assets under management, serving individuals, high-net-worth clients, trusts, foundations, and employer-sponsored retirement plans. The firm employs a comprehensive investment process that includes fundamental and technical analysis, offering both discretionary and non-discretionary asset management alongside financial planning and retirement plan consulting services.

Robert Bradford is a CFP® professional affiliated with Intrua Financial and has 24 years of experience in the financial services industry. He has worked with several firms, including LPL Financial, Lucia Capital Group, Raymond J. Lucia Companies, and WFG Advisors. Since 2016, he has been with Intrua Financial, an independent investment advisory firm where he provides investment advisory services. Intrua Financial is an SEC-registered multi-team advisory firm serving individuals, high-net-worth clients, trusts, foundations, and employer-sponsored retirement plans. The firm combines fundamental analysis, modern portfolio theory, and technical and cyclical analysis to create customized asset allocations and investment policy statements, offering discretionary and non-discretionary asset management along with comprehensive financial planning and retirement plan consulting.

Heidi Davis is a CFP® and PFS™ with 37 years of experience in financial advising. She has been with Linscomb & Williams, now Linscomb Wealth, Inc., since 1992. The firm provides comprehensive wealth planning and investment management to individuals, families, trusts, charitable organizations, and other entities, including specialized family office services. Linscomb Wealth employs a customized investment process combining discretionary portfolio management with tailored planning, integrating both active and passive strategies across diversified asset classes.

Kenneth Green is a financial advisor at New Edge Wealth in Houston, TX, holding Series 65 and Series 63 designations. He has accumulated experience at several firms, including Charles Schwab & Co., Inc. and Green Wealth Management Group, and spent ten years in full-time education prior to his advisory career. New Edge Wealth primarily serves ultra-high-net-worth individuals, families, family offices, foundations, trusts, and institutional clients. The firm offers a range of advisory services centered on asset allocation and investor behavior, utilizing a combination of independent managers, model strategies, proprietary investment solutions, and AI-assisted analytics alongside adviser judgment.

Steve Mangold is a financial advisor at Arax Advisory Partners with 28 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. His prior roles include positions at Sanders Morris Harris, Northwestern Mutual Investment Management, and Next Financial Group, among others. Arax Advisory Partners provides wealth management and advisory services to individual and high-net-worth clients, family offices, institutions, and businesses. The firm employs both discretionary and non-discretionary portfolio management strategies, utilizing in-house and independent managers alongside traditional and alternative investments.

Glen Rives is a CFP® professional affiliated with BakerAvenue Wealth Management, LP, with 15 years of experience in the financial industry. His prior experience includes roles at Morgan Stanley, Willis Johnson & Associates, Mercer Advisors, and Time Financial. He holds Series 63, 65, and 66 licenses and is based in Houston, TX. BakerAvenue Asset Management is an SEC-registered multi-team wealth manager serving individual, high-net-worth, and institutional clients. The firm provides discretionary portfolio management, financial planning, family office services, and access to alternative investments, employing a range of strategies that combine quantitative, fundamental, and tactical allocation methods.

Becky Ruthven is a CFP® with 27 years of industry experience, currently serving as a financial advisor at Csenge Advisory Group, LLC. She has held positions at Integrity Alliance, Lion Street Financial, and FSC Securities Corporation. Ruthven also owns a life and long-term care insurance consulting business. Csenge Advisory Group serves charitable organizations, corporations, and individual clients, including high-net-worth families, offering asset management, financial planning, and retirement plan consulting. The firm employs a top-down investment process combining fundamental and technical analysis, primarily using mutual funds and ETFs, with customized portfolio allocations based on client goals.

John Gutkowski is a CFP®-certified financial advisor with eight years of industry experience, currently serving at Americana Partners, LLC in Houston, TX. He previously worked at Morgan Stanley and Morgan Stanley Private Bank for eight years. Outside of advisory work, he is involved in life and fixed insurance sales. Americana Partners provides financial planning, consulting, and discretionary investment and wealth management services to individuals, including high-net-worth and ultra-high-net-worth international clients, as well as trusts, estates, charitable organizations, and business entities. The firm customizes portfolios based on clients’ risk tolerances and objectives, utilizing a range of investment vehicles and third-party managers, and also serves as investment manager or adviser to multiple unregistered private pooled investment vehicles.

Robert Jones is a financial advisor at Americana Partners, LLC with 16 years of industry experience. He holds a Series 66 designation and has previously worked at Collins Family Office and T.A. McKay & Co., Inc. Jones is the sole member of Kairos Investment Holdings LLC, which manages oil and gas royalties. Americana Partners provides financial planning, consulting, and discretionary investment and wealth management services to individuals, trusts, estates, charitable organizations, and business entities. The firm customizes portfolios based on clients’ risk tolerances and objectives, using a range of investment vehicles and third-party managers, and serves as adviser to multiple unregistered private pooled investment vehicles for accredited investors.

Abid Khan is a financial advisor at Sequent Planning, LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Sequent Planning, he worked at New York Life Insurance Company and The Prudential Insurance Company of America. He is also the owner of Beneficial Financial Strategies LLC and is active in insurance sales through Futurity First Insurance Group. Sequent Planning, LLC is an SEC-registered investment adviser serving individuals, retirement plan sponsors, small and medium-sized businesses, endowments, and nonprofit organizations. The firm offers asset management, financial planning, access to third-party model managers, and retirement-plan services within a structured risk framework.

Gilbert Rodriguez Jr. is a Series 66-registered financial advisor at Snowden Capital Advisors LLC with 18 years of industry experience. His career includes roles at Snowden Lane Partners, Wells Fargo Clearing, JP Morgan Securities LLC, Merrill, and Edward Jones. He is based in Houston, TX. Snowden Capital Advisors LLC serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and other institutional clients by providing discretionary and non-discretionary portfolio management, investment consulting, and financial planning services. The firm uses a multi-team approach that combines institutional capabilities with customized investment solutions and extensive third-party manager oversight.

Brandon Frank is a financial advisor with Chilton Capital Management LLC in Houston, TX, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He has been with Chilton since 2017 and previously worked at Globescan Capital from 2004 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 process with a multiyear holding horizon and offers a range of strategies, including REIT, tax-exempt fixed income, growth and income, and options-based defined risk approaches.

William Shank is a financial advisor with Symphony Financial, Ltd. Co. in Houston, TX, holding a Series 63 designation and bringing 32 years of industry experience. He has been with Symphony Financial since 2014 and has also been associated with LPL Financial since 2006. Symphony Financial, Ltd. Co. offers discretionary investment management, financial planning, and consulting services to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a long-term investment approach combining fundamental and technical analysis, tailoring portfolios to client risk profiles and objectives while supporting ERISA 3(21) retirement-plan work and multi-family office services.

Melissa Giles is a CFP® with 18 years of industry experience, currently serving at Americana Partners, LLC since 2019. She previously worked at Morgan Stanley Smith Barney and Purshe Kaplan Sterling Investments. Giles also holds a role as a registered representative with Saxony Securities, Inc. alongside her advisory work. Americana Partners provides financial planning, consulting, and discretionary investment and wealth management to individuals, trusts, estates, charitable organizations, and business entities. The firm customizes portfolios based on clients’ risk tolerances and objectives, utilizing a range of investment vehicles and technology platforms, and manages multiple private pooled investment vehicles for qualified investors.

Clint Dubose is a financial advisor at Altitude Capital Management LLC with a Series 65 designation and one year of industry experience. Prior to joining Altitude Capital Management, he worked at Chartway Credit Union for two years and EMS Services for eighteen years. He is also involved in independent insurance activities. Altitude Capital Management LLC provides investment advisory and financial planning services to individuals and high net worth clients, managing $103.6 million in discretionary assets. The firm uses a variety of investment approaches tailored to client objectives and risk tolerance and operates a multi-team structure across multiple offices.

Carolyn Galfione is a CFP® with 17 years of industry experience, currently serving at Linscomb Wealth, Inc. in Houston, TX. She has been with Linscomb & Williams since 1996. Outside of her advisory role, she serves as the Secretary/Treasurer of the Houston Grand Opera Endowment Board, where she assists with the review and monitoring of the endowment’s investment accounts. Linscomb Wealth provides comprehensive wealth planning and investment management to individuals, families, trusts, charitable organizations, and retirement plans. The firm emphasizes customized investment policy statements and diversified portfolios managed through a combination of active and passive strategies, with discretionary oversight tailored to client-specific needs.

Timothy Bates is a CFP® with 15 years of industry experience, currently serving at The Mather Group, LLC since 2022. He previously worked for Charles Schwab & Co., Inc. and Charles Schwab Bank from 2012 to 2022. The Mather Group serves high-net-worth individuals, family offices, trusts, corporations, and other entities by offering integrated financial planning, investment management, tax and estate planning, and family office services. The firm employs an evidence-based investment approach with customizable portfolio options and leverages AI and machine-learning tools under human oversight to support decision-making and client communications.