Jackson Smith is a CFA® charterholder with three years of industry experience, currently serving as a financial advisor at Bolton Securities Corporation. His prior roles include positions at Bolton Global Capital, Rover, Bank of America, Merrill, Raymond James & Associates, and UBS. He has also worked with the Houston Astros. Bolton Global Asset Management provides asset management and financial planning services to individual, corporate, institutional, and charitable clients. The firm offers portfolio management through a network of independent advisors, utilizing mutual funds, ETFs, equities, and fixed-income securities with a focus on both long-term and shorter-term investment strategies.

James Mcginness is a financial advisor at Avidian Wealth Solutions with 11 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Hightower Advisors and Salient-affiliated firms. Avidian Wealth Solutions is an SEC-registered advisory firm serving individuals, high-net-worth families, businesses, retirement plans, and institutional clients. The firm employs a model-based investment approach supplemented by sub-advisors and separately managed accounts, managing approximately $3.99 billion in assets across 32 advisors.

Ben Davidson is a financial advisor at Americana Partners, LLC in Houston, TX, holding a Series 65 designation with four years of industry experience. Before joining Americana Partners in 2022, he worked at JP Morgan & Chase from 2019 to 2021 and held academic positions at the University of North Carolina and University of South Carolina. 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 tolerances and objectives, utilizing a range of investment vehicles and technology platforms, and manages several private pooled investment vehicles for qualified investors.

Elwyn Evans III is a CFA® charterholder with 20 years of industry experience. He has been with Miller Investment Management, L.P. in Houston, TX since 1999. Miller Investment Management provides investment advisory and supervisory services to individuals, pension and profit-sharing plans, foundations, endowments, trusts, business entities, and private pooled vehicles. The firm combines fundamental and technical analysis through its Investment Strategy and Portfolio Management Committees, managing both discretionary and non-discretionary assets with a long-term focus while allowing shorter-term trades and specialized strategies where appropriate.

Robert Wellington IV is a financial advisor with Americana Partners, LLC in Houston, TX, holding a Series 66 designation and 17 years of industry experience. His prior roles include positions at Morgan Stanley and Purshe Kaplan Sterling Investments. He is a founding partner and managing director at Americana Partners. 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 tolerances and objectives, utilizing a diverse range of investment vehicles and technology platforms, and manages multiple private pooled investment vehicles for qualified investors.

Travis Oglesby is a financial advisor with Avidian Wealth Solutions in Houston, TX, holding Series 63 and 66 licenses and bringing 25 years of industry experience. His prior work includes roles at STA Wealth Management, Ivy Funds Distributor, and Waddell & Reed. Outside of advising, he is involved in agricultural activities as an owner of rental and crop farms in Lexington, Missouri. Avidian Wealth Solutions is an SEC-registered advisory firm serving individuals, high-net-worth families, businesses, retirement plans, and institutional clients. The firm employs primarily model-based managed solutions supplemented by sub-advisors and separately managed accounts, and it also acts as a fund sponsor and sub-adviser, offering a range of investment management and advisory services.

Michael Schaufele is a financial advisor at Americana Partners, LLC in Houston, TX, with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Goldman, Sachs & Co. and Purshe Kaplan Sterling Investments, Inc. 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 tolerances and objectives, utilizing a range of investment vehicles and technology platforms, and manages multiple private pooled investment vehicles for accredited investors.

Burton Willingham is a financial advisor with Chilton Capital Management LLC in Houston, TX. He holds a Series 63 designation and has 23 years of industry experience. His prior roles include positions at Texan Capital Management, Inc. and Moncrief Willingham Energy Advisers, L.P. 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 focused on long-term capital growth and income, offering dedicated strategies across equities, fixed income, ETFs, and alternative investments.

Alex Zengo is a financial advisor with Americana Partners, LLC in Houston, TX, holding Series 63 and Series 65 licenses and having 25 years of industry experience. His prior work includes roles at Saxony Securities, Inc, Purshe Kaplan Sterling Investments, Inc., and Morgan Stanley. He is also involved with Americana Partners International, a division serving international clients. 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 tailored portfolio management, utilizing a range of investment vehicles and third-party platforms, and serves as adviser to multiple private pooled investment vehicles for qualified investors.

Christian Taylor is a financial advisor at Blackridge Asset Management, LLC with 16 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at several firms, including NEXT Financial Group, Inc. and Waddell & Reed. Blackridge Asset Management provides financial planning, investment management, and consulting services to individuals, high-net-worth clients, trusts, estates, corporations, retirement plans, and charitable organizations. The firm utilizes a network of investment adviser representatives and offers tailored portfolio management through affiliated platform managers and third-party providers.

David Miller is a ChFC® credentialed financial advisor at AssuredPartners Investment Advisors with 38 years of industry experience. He previously worked at Kestra Advisory Services LLC and Kestra Investment Services, LLC for eight years. In addition to his advisory role, Miller is involved in insurance sales, including life, health, LTC, DI, group, and property and casualty insurance. AssuredPartners Investment Advisors provides portfolio management, financial planning, pension consulting, and employee benefit plan advisory services to individuals, trusts, retirement plans, and other entities. The firm manages several billion in discretionary assets through a multi-office team and offers both discretionary and non-discretionary portfolio management alongside educational and fiduciary services.

Shane Bulgerin is a financial advisor at CORDA Investment Management, LLC with 14 years of industry experience. He holds the Series 66 designation and has worked at firms including Churchill Management and Merrill. Based in Houston, TX, he joined CORDA in 2022. CORDA Investment Management is a multi-team registered investment adviser managing approximately $2.0 billion in client assets for about 1,359 clients through a team of around 30 advisors. The firm provides discretionary portfolio management and integrated financial planning to individuals, including high-net-worth clients, as well as pension consulting and tax preparation services.

Peter Knoer is a CFP® with 13 years of experience in financial advisory roles. He has worked at Bogart Wealth, LLC since 2016 and previously held positions at Morgan Stanley and RBC Capital Markets. He is based in Houston, TX. Bogart Wealth, LLC provides financial planning, consulting, and comprehensive wealth management services to individuals, trusts, estates, and charitable organizations, serving both non‑high-net-worth and high-net-worth clients. The firm employs a disciplined investment process that combines passive and active strategies, uses formal governance supported by AI tools, and offers access to alternative investments for qualified clients.

John Ramirez is a Series 66 licensed advisor with 22 years of industry experience. He has worked at Purshe Kaplan Sterling Investments and PKS Advisory Services, LLC since 2011. Outside of his advisory roles, he is involved with Woodlands Portfolio Management. PKS Advisory Services, LLC provides financial planning, consulting, and investment management services to individual clients, trusts, estates, and business entities. The firm manages approximately $905 million in assets for over 4,400 clients and customizes portfolios based on clients’ risk tolerance, time horizon, and objectives using a mix of fundamental and technical analysis.

Matthew Kirby is a financial advisor with Brighton Jones LLC in Houston, TX, holding a Series 66 credential and four years of industry experience. His prior roles include positions at Cerity Partners LLC, Avion Wealth LLC, Park Avenue Securities, Guardian Life Insurance, Inspire Financial Group, Grant Thornton, LLC, and Oral Roberts University. Brighton Jones provides wealth-management and financial planning services to individual, high-net-worth, and family-office clients through multiple brands, offering discretionary and non-discretionary portfolio management, financial planning, tax preparation, real-estate consulting, and family office administrative support. The firm employs a whole-balance-sheet approach and maintains an affiliated ecosystem including private investment funds, trust company services, and legal services for certain clients.

Thomas Kowalchuk is a financial advisor at Americana Partners, LLC, holding Series 65 and Series 66 credentials. He has a cumulative 13 years of industry experience across firms including Dynasty Financial Partners and Samalin Wealth. Outside of finance, he has been involved with TJay Music, LLC since 2007. Americana Partners offers financial planning, consulting, discretionary investment, and wealth management services to individuals, corporations, trusts, estates, and charitable organizations. The firm manages portfolios that include mutual funds, ETFs, equities, fixed income, options, structured products, and alternative investments, with a focus on customized client solutions and integration of family-office administrative services.

Odaro Aisueni is a CFP® professional with two years of experience currently advising at Plancorp, LLC. Prior to joining Plancorp in 2025, Aisueni held roles at Austin Wealth Management, Willis Johnson & Associates, Carson Group, and had experience outside finance with Chipotle and Texas Tech University. Plancorp serves individuals, trustees, business owners, charitable organizations, and retirement plans with comprehensive wealth management, investment management, financial planning, and tax preparation services. The firm utilizes Modern Portfolio Theory and documented Investment Policy Statements to guide diversified asset allocation and employs both discretionary and non-discretionary management strategies.

Brian Orner is a financial advisor with Valic Financial Advisors in Houston, TX, holding a Series 66 designation and 13 years of industry experience. He has worked at Valic Financial Advisors since 2015 and is also an agent with Agia, where he is involved in non-securities insurance products. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Joseph Garcia is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and three years of industry experience. His prior work includes roles at the Internal Revenue Service in Research, Applied Analytics and Statistics, the Texas Juvenile Justice Department, and Central Texas College. Garcia also serves as a Human Resources Officer in the U.S. Army. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individual investors, employer-sponsored plans, trusts, and charitable organizations. The firm utilizes model portfolios and third-party managers across multiple advisory platforms to deliver its services.

Bryce Burch is a financial advisor at Integrated Wealth Concepts LLC with 15 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Northwestern Wealth Management Company and Northwestern Mutual. Bryce serves as the board chair for the Fellowship of Christian Athletes, a nonprofit organization. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, with a focus on customized portfolios using mutual funds, ETFs, individual equities, and fixed income.