Jonathan Chamberlain is a financial advisor at Sunbelt Securities, Inc. based in Houston, TX, holding a Series 66 designation with nine years of industry experience. He has been with Sunbelt Securities since 2016 and is also involved in bookkeeping and tax services through Neil Chamberlain CPA. Sunbelt Securities provides investment advisory and related services to individual and institutional clients through a network of investment adviser representatives. The firm offers customized portfolio management, financial planning, and access to third-party money managers, employing a variety of investment approaches without a standardized model across advisers.

James Walker is a financial advisor with Sunbelt Securities, Inc. in Houston, TX, holding Series 63 and Series 66 credentials and 21 years of industry experience. His prior work includes roles at AWM Services LLC and Ascendant Advisors, where he also serves as a consultant. Sunbelt Securities manages approximately $2.0 billion across a diverse client base that includes individual investors, charitable organizations, and corporate clients. The firm offers portfolio management, financial planning, and consulting services through a network of investment adviser representatives.

James Atkinson is a financial advisor at Avidian Wealth Solutions in Houston, TX, holding Series 63 and Series 66 credentials with 30 years of industry experience. He has worked at Avidian Wealth Solutions (formerly STA Wealth Management, LLC) since 2019 and previously at Fidelity Brokerage Services LLC from 2013 to 2018. 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, employing model-based managed solutions supplemented by sub-advisors and separately managed accounts.

Donald Blake is a financial advisor with Momentum Independent Network Inc. He holds Series 63 and Series 65 licenses and has 48 years of industry experience. Since 2010, he has been affiliated with Sws Financial Services. Outside of his advisory work, Blake serves as a board member and assistant treasurer for the Harris County Hospital District Foundation, a charitable organization in Houston. Momentum Independent Network serves a diverse client base including individual, high-net-worth, charitable, corporate, institutional, and banking clients. The firm offers a range of advisory and brokerage services, utilizing third-party managers and technology platforms to deliver customized investment programs and account management.

Roberto Arenivas is a CFP® professional with nine years of industry experience, currently serving at Avidian Wealth Solutions in Houston, TX. His prior experience includes roles at Mercer Global Advisors and Kanaly Trust. Avidian Wealth Solutions provides investment management, financial planning, and advisory services to individuals, families, retirement plans, corporations, trusts, and institutional clients. The firm combines managed model solutions and customized portfolios, utilizes third-party sub-advisors, and actively manages pooled and private funds.

Lesley Groux is a financial advisor with CORDA Investment Management, LLC, holding Series 63 and Series 65 licenses and having nine years of industry experience. Prior to joining CORDA in 2025, Lesley worked at Hines Securities Inc. and Hines Private Wealth Solutions LLC. 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, including high-net-worth clients, along with pension consulting, tax preparation, and access to attorney-led estate-planning services.

Carter Blackburn is a financial advisor with Avidian Wealth Solutions in Houston, TX, holding Series 65 and Series 66 designations and bringing nine years of industry experience. He has been with Avidian Wealth Solutions, formerly STA Wealth Management, since 2017. Outside of his advisory role, Carter owns Blackburn Productions, through which he performs as an illusionist and magical entertainer. Avidian Wealth Solutions offers investment management, financial planning, and advisory services to individuals, families, retirement plans, pooled investment vehicles, corporations, trusts, and institutional clients. The firm combines managed model solutions with customized portfolios and actively manages pooled and private funds, providing a range of investment options supported by an investment committee and third-party sub-advisors.

Cody Cox is a financial advisor with Geneos Wealth Management, Inc., holding a Series 66 designation and bringing 13 years of industry experience. His career includes two separate tenures at Geneos Wealth Management as well as roles at Cox Global Associates Inc. Outside of his advisory work, he serves as Vice President and Managing Director of Pin Oak Atrium Building Ltd and works as a ranch hand for Cox Excalibur Brangus LLC. Geneos Wealth Management is an SEC-registered investment adviser serving individuals, trusts, estates, corporations, pension and profit-sharing plans, and other institutions. The firm offers financial planning, portfolio management, and referrals to third-party money managers, utilizing a mix of fundamental and technical analysis along with long- and short-term strategies.

Misty Garza is a CFP® with 25 years of industry experience, currently serving at Bogart Wealth, LLC since 2022. Her prior roles include positions at Selah Financial Services, Fidelity, and Ameriprise. Bogart Wealth provides financial planning, consulting, and comprehensive wealth management to individuals, trusts, estates, and charitable organizations, serving both non‑HNW and high‑net‑worth clients. The firm combines passive and active investment strategies through model portfolios overseen by an Investment Portfolio Committee and offers additional services including direct indexing, structured notes, and alternative strategies.

Hester Broad is a CFP® and holds a Series 65 license with 17 years of experience in the financial industry. She has worked at Willis Johnson & Associates since 2016, including its current iteration, Willis Johnson Wealth, where she has been part of a 28-advisor team. Prior to joining Willis Johnson, she worked at AltruVista for four years. 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 along with tailored solutions, supported by an in-house CPA for tax planning and preparation.

Cameron Sauer is a CFP® professional with four years of industry experience, currently serving as a financial advisor at Willis Johnson Wealth in Houston, TX. His work history includes roles at Raymond James Financial and Parkway Wealth Management Group, in addition to his ongoing tenure at Willis Johnson Wealth. 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 featuring diversified model strategies and tailored solutions, supported by in-house CPA tax services and a family account program.

Jason Iacobucci is a financial advisor at CORDA Investment Management, LLC with 22 years of industry experience. He has held roles at CORDA since 2009 and previously worked at TD Ameritrade in various capacities from 2003 to 2008. He holds the Series 63 and Series 66 designations. CORDA Investment Management is a multi-team registered investment adviser managing approximately $2.0 billion in assets for over 1,300 clients. The firm provides discretionary portfolio management and integrated financial planning, serving individual and pension plan clients with customized investment strategies and additional services such as tax preparation and attorney-led estate planning.

James Patterson is a financial advisor with Avidian Wealth Solutions in Houston, TX, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has been with Streettalk Advisors, LLC since 2009. Outside of his advisory role, Patterson hosts a weekly market commentary show, "Streettalk Live," on KSEV 700AM. Avidian Wealth Solutions is an SEC-registered firm serving individuals, high-net-worth families, businesses, retirement plans, and institutional clients. The firm offers investment management and financial planning services, utilizing model-based managed solutions alongside sub-advisors and tailored allocations.

Alexis Long is a CFP® and holds a Series 66 license with 11 years of experience in financial advising. She has worked at Willis Johnson Wealth and its related entities since 2014, as well as FSC Securities Corp from 2014 to 2018. 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 and in-house CPA tax services.

Carlos Carrillo Ferraez is a financial advisor with BBVA Global Wealth Advisors, Inc. He holds Series 65 and Series 66 licenses and has been with the firm since 2026. Carlos previously worked at Banco del Bajio and BBVA Mexico. BBVA Global Wealth Advisors, Inc. offers investment advisory services to individuals, high-net-worth clients, businesses, and family offices. The firm uses investor risk profiles to guide strategic and tactical asset allocation, utilizing a range of mutual funds, ETFs, UCITS, structured products, and individual securities.

Brian Hays is a financial advisor with Mutual Advisors, LLC in Houston, TX, holding Series 63 and Series 65 designations and 23 years of industry experience. His career includes roles at Rosehill Asset Management, Wfga, Polaris Wealth Advisory Group, Greystone Financial Group, LPL Financial, Amegy Investments, and Zions Capital Advisors. He is the sole owner of Haysvest, LLC, a personal oil and gas well investment business. Mutual Advisors, LLC serves a diverse client base ranging from individual investors to institutional clients, offering asset management, financial planning, and ERISA plan consulting. The firm manages portfolios using both active and passive strategies with multiple analytical approaches and is notable for its scale of institutional assets under management and its service to less common institutional clients, including sovereign wealth funds.

Zachary Tassin is a financial advisor at Willis Johnson Wealth with two years of industry experience. He holds a Series 66 designation and previously worked at Raymond James Financial Services Advisors, Inc. He is also associated with Global Asset Management Group as an associate. 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 specialized services such as in-house CPA tax preparation and a Families Program that accommodates household accounts.

Gerardo Martinez is a financial advisor at CORDA Investment Management, LLC based in Houston, TX, with five years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Brighton Jones, PricewaterhouseCooper, DoorDash, and Dunkin Donuts. CORDA Investment Management is a multi-team registered investment adviser managing approximately $2.0 billion in client assets for around 1,359 clients. 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 document services.

Nita Singhal is a financial advisor at St. Bernard Financial Services, Inc. with 11 years of industry experience. She holds a Series 66 designation and has worked previously at Mass Mutual Investors Services, MetLife Securities, and Saxony Securities. Outside of her advisory role, she is a passive owner in a software-related consultancy business and operates a personal securities trading consultancy. St. Bernard Financial Services serves individuals, families, trusts, estates, and small businesses with portfolio management and investment implementation, employing a long-term, conservative growth approach based on Modern Portfolio Theory and tactical asset allocation. The firm operates with a dual investment adviser and broker-dealer structure and generally manages client assets on a non-discretionary basis.

Christopher Roberts is a financial advisor at Avidian Wealth Solutions in Houston, TX, holding a Series 65 designation with eight years of industry experience. He has been with Avidian Wealth Solutions and its predecessor firms since 2017. 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, including alternative investments, and maintains active roles with pooled and private funds.