Armando Blancq Cazaux Lozano is a financial advisor at MMBG Investment Advisors Co. in Houston, TX, holding a Series 65 designation with one year of industry experience. He previously worked at Banco Santander International for 12 years. MMBG Investment Advisors Co. provides discretionary investment management and limited financial planning to individuals, businesses, and institutional investors, managing approximately $2.46 billion in assets. The firm employs a global investment approach combining macro analysis and fundamental security selection, with portfolios tailored to client objectives and including equity and fixed-income holdings.

Jay Branson is a CFP® professional with 38 years of industry experience, currently serving at Branson Fowlkes & Co Inc. He has worked at Triad Advisors, Inc. since 2008 and has been with Branson, Fowlkes & Co, Inc. since 1991. Based in Houston, TX, he also holds Series 63 and Series 65 licenses. Branson, Fowlkes & Company provides investment advisory and financial planning services to individuals, families, trusts, estates, charitable organizations, and small- to medium-sized businesses, as well as pension and profit-sharing plans. The firm employs a multi-level diversification strategy combining asset-class allocation with diversification across investment styles and manager selections, using both fundamental and technical analysis to manage client portfolios on a discretionary basis.

Nermeen Dhuca is a CFP® and Series 65 licensed advisor at Brasada Capital Management, LP with two years of industry experience. Before joining Brasada in 2024, Nermeen worked at Higher Order Capital and spent time at TikTok, Siemens, and Samsung. Brasada Capital Management provides discretionary portfolio management through a private pooled long/short equity fund, sub-advisory services, and separately managed accounts serving individual, high-net-worth, and institutional clients. The firm employs a fundamentals-driven, bottom-up investment process and operates multiple product lines with distinct portfolio managers.

Michael Wegner is a financial advisor with Lifestyle Wealth, holding a Series 63 designation and over 39 years of industry experience. He has held roles at various firms including First Allied Securities, Cetera Advisors LLC, and Everett Financial Group. Outside of his advisory work, he serves as the treasurer for the nonprofit Knights of Momus and is the president of a homeowners association in Houston, TX. Lifestyle Wealth serves individuals, high-net-worth clients, retirement plans, trusts, corporations, and other registered investment advisers with discretionary and non-discretionary portfolio management, financial planning, pension consulting, and sub-advisory services. The firm personalizes portfolios based on client suitability and employs a range of investment strategies, also acting as a model and signal provider to other advisers.

Scott Phillips is a financial advisor at Lavaca Capital, LLC in Houston, TX, holding a Series 65 designation with 11 years of industry experience. He has been with Lavaca Capital since 2013. Lavaca Capital provides discretionary investment advisory and sub-advisory services to institutional and high-net-worth clients, including asset managers, registered investment advisers, and family offices. The firm’s investment approach includes equity and option strategies designed for risk-adjusted returns and downside protection, and it manages both separately managed accounts and private pooled funds with performance-based fee structures.

Kamela Scarbeck is a financial advisor with TIP Group LLC in Houston, TX, holding a Series 65 credential and beginning her industry experience in 2022. She has worked at TIP Group LLC, The Fitzpatrick Group, Opes One, and Arpege, LLC. Outside of advising, she is the CEO and founder of Arpege, LLC, a business providing private music lessons and recital planning. TIP Group LLC offers portfolio management and financial planning services to individuals, high-net-worth clients, and business entities, using a combination of fundamental analysis, modern portfolio theory, and technical analysis to guide investment decisions.

Felipe Sanchez Alcocer is a financial advisor at Alterna Wealth Management, Inc. with two years of industry experience. Prior to joining Alterna, he worked for Actinver Grupo Financiero for seventeen years. He is a licensed insurance agent offering life insurance policies on a limited basis. Alterna Wealth Management provides investment advisory and portfolio management services to individuals, high-net-worth clients, trusts, estates, institutions, and charitable organizations. The firm employs a disciplined, global approach to asset allocation using dynamic models and a combination of quantitative analysis, technical methods, and an in-house trading desk.

Alison Mills is a CFP® and Series 65-registered advisor at Trinity Legacy Partners, LLC with seven years of industry experience. She has been with Trinity Legacy Partners since 2018 and previously worked at Bank of Texas and Peachtree Capital. Alison also has experience in academia, having worked at the University of Houston Bauer College of Business and the University of South Carolina. Trinity Legacy Partners is a fee-only, SEC-registered advisory firm managing approximately $521 million in client assets. The firm serves individuals, high-net-worth clients, trusts, estates, corporations, and charitable organizations, offering discretionary asset management, financial planning, and retirement-plan consulting.

William Hurt is a financial advisor at Arax Advisory Partners with 26 years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at firms including U.S. Capital Wealth Advisors and Sanders Morris LLC. Arax Advisory Partners provides wealth management and advisory services to individual and high-net-worth clients, family offices, institutions, and businesses. The firm employs a fiduciary approach, utilizing in-house portfolio teams, independent managers, and a blend of traditional and alternative investments.

Zachary Rawl is a financial advisor with Sunbelt Securities, Inc. in Houston, TX. He holds Series 63 and Series 65 designations and has five years of industry experience, previously working at N.I.S. Financial Services Inc and National Western Life. Outside of his advisory role, he is involved with Charles W. Rawl & Associates, LLC, which provides insurance and estate planning services. 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 discretionary portfolio management, standalone financial planning, and referrals to third-party money managers.

Jake Walton is a financial advisor at Americana Partners, LLC with five years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Syntal Capital Partners, LLC and Axa Advisors, LLC. Outside of his advisory role, he manages a sole-proprietorship focused on property management. 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 client risk tolerance and objectives, utilizing a range of investment vehicles and technology platforms, and serves as adviser to multiple private pooled investment vehicles for qualified investors.

Cesar Olivares is a financial advisor with International Assets Investment Management, LLC, holding a Series 66 designation and 19 years of industry experience. His prior roles include positions at LPL Financial and SWBC Investment Company. International Assets Investment Management provides advisory services to individuals, high-net-worth clients, retirement plans, and corporations through a national network of independent representatives. The firm offers customized, long-term portfolio strategies using mutual funds, ETFs, equities, and fixed income, and may utilize third-party managers or wrap programs as part of its investment approach.

Neal Wadley is a CFP® professional with seven years of industry experience, currently serving at Linscomb Wealth, Inc. since 2022. His prior experience includes roles at BMO Wealth Management, Westwood Advisors, Westwood Trust, and Tolleson Wealth Management. Linscomb Wealth provides comprehensive wealth planning and investment management to a diverse client base including high-net-worth individuals, families, trusts, charitable organizations, and retirement plans. The firm’s investment approach combines customized policy statements and diversified portfolios managed through a blend of active and passive strategies, supported by an Investment Committee.

Gil Beer is a financial advisor at Arax Advisory Partners with 20 years of industry experience. He holds the Series 66 designation and has previously worked at UBS Financial Services, USCA Securities LLC, and U.S. Capital Wealth Advisors. Outside of his advisory work, he serves as a trustee for a family trust and is a managing member of an investment-related LLC focused on family investments. Arax Advisory Partners provides wealth management and advisory services to individual and high-net-worth clients, family offices, institutions, and businesses. The firm offers portfolio management, financial planning, retirement plan consulting, and private fund advisory, utilizing a combination of in-house teams, independent managers, and alternative investments.

Raymond Miller is a CFP®-certified financial advisor with 44 years of industry experience, currently serving at Sunbelt Securities, Inc. in Houston, TX since 2009. He holds Series 63 and Series 65 licenses. Outside of his advisory role, he is involved as a member in a technology investment entity. Sunbelt Securities serves a diverse client base, including individual investors, charitable organizations, and corporate clients, managing approximately $2.0 billion in assets. The firm provides portfolio management, financial planning, and access to third-party money managers, with advisory services delivered through a network of investment adviser representatives.

Peter Nett is a CFP® professional with 23 years of industry experience. He is currently with Hilltop Securities Inc., where he has worked since 2022, following a 17-year tenure at Ameriprise Financial Services, Inc. He holds the Series 66 license and is based in The Woodlands, TX. Hilltop Securities Inc. provides brokerage, execution, clearing, custody, investment advisory, and retirement-plan consulting services to a diverse client base including individuals, corporations, nonprofits, and institutions. The firm operates an open-architecture platform offering a variety of adviser-managed and model-based programs, with distinctive features such as municipal bond strategies co-advised by Franklin Templeton and custody capabilities uncommon among enterprise advisers.

Michael Ricciardi is a financial advisor at BBVA Global Wealth Advisors, Inc. in Houston, TX, with 13 years of industry experience. His prior roles include positions at Vector Global WMG, Citigroup, and Banco Nacional de México. Outside of his advisory work, he is a director at Phat Ducky Enterprises LLC, a company involved in property remodeling and flipping. BBVA Global Wealth Advisors, Inc. provides investment advisory services to individuals, high-net-worth clients, businesses, and family offices, utilizing a range of investment products and a risk-profile-driven approach supported by BBVA S.A.’s fund research and third-party resources.

Nichole Carr is a financial advisor with Symphony Financial, Ltd. Co. in Houston, TX, holding a Series 66 designation and one year of industry experience. She previously worked at Sanctuary Securities, Inc. for six years and has experience with nonprofit organizations and youth services. Symphony Financial serves individuals, trusts, estates, charitable organizations, and business entities through discretionary portfolio management, financial planning, and consulting. The firm offers multi-family office services, retirement account management, and coordinates comprehensive engagements involving tax, legal, and banking specialists.

Mark Dulworth is a financial advisor at Summit Financial, LLC with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including The Leaders Group Inc and Legacy Asset Management, Inc. In addition to his advisory role, he serves as president of Dulworth & Co, Inc., where he manages sales and operations and is involved in insurance brokerage activities. Summit Financial, LLC is a multi-team SEC-registered advisory firm managing approximately $26.35 billion in assets for nearly 17,800 clients. The firm offers investment advisory, portfolio management, financial planning, and retirement plan services through a mix of discretionary and consultative programs.

Timothy Lootens is a financial advisor at Chilton Capital Management LLC in Houston, TX, holding a Series 65 designation with 21 years of industry experience. He has been with Chilton Capital Management and its predecessor entities since 2007. 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 across various dedicated strategies and offers integrated financial planning and limited-scope ERISA 3(21) fiduciary services.