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 in Houston, TX, with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at The Leaders Group Inc and Legacy Asset Management, Inc. He also serves as president of Dulworth & Co, Inc., an insurance business. Summit Financial, LLC is a multi-team SEC-registered advisory firm managing approximately $26.35 billion in assets for about 17,800 clients. The firm offers a range of investment advisory and portfolio management programs, combining discretionary and consultative approaches tailored to client needs.

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.

Lindsey Boettigheimer is a financial advisor with intrua Financial based in Saint Louis, MO, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. Her prior work includes roles at LPL Financial LLC, Larson Financial, Tiaa, and SCOTTRADE, Inc. She provides administrative support to intrua Financial, an independent investment advisory firm. Intrua Financial offers investment advisory and portfolio management, comprehensive financial planning, and retirement-plan advisory services for individuals, high-net-worth clients, trusts, foundations, small businesses, and plan sponsors. The firm combines fundamental analysis, modern portfolio theory, and technical and cyclical analysis to develop customized asset allocations and manages approximately $1.76 billion in client assets.

Chad Mabry is a financial advisor with Sunbelt Securities, Inc. in Houston, TX, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. His previous roles include positions at Munich Re Trading LLC, Weild & Co, Entoro Capital, LLC, Entoro Securities, LLC, and FBR Capital Markets & Co. Sunbelt Securities serves a diverse client base including individual investors, high-net-worth clients, charitable organizations, and corporate/business clients. The firm manages approximately $2.0 billion across several thousand client relationships, offering portfolio management, written financial planning, and access to third-party money managers.

Paul Mc Cutchen is a financial advisor at Symphony Financial, Ltd. Co. in Houston, TX, with two years of industry experience. He has worked at Symphony Financial since 2024 and has additional business activities with 28 Gauge Realty and Armadillo Insurance. Symphony Financial, Ltd. Co. provides discretionary investment management, financial planning, and consulting services to individuals, trusts, estates, charitable organizations, and business entities. The firm manages approximately $1.09 billion in assets and uses a long-term investment approach that combines fundamental and technical analysis, tailoring portfolios to client risk profiles and objectives.

Brandon Woodard is a financial advisor with intrua Financial in Amarillo, TX, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His prior work includes roles at LPL Financial, Cetera Advisor Networks, and Pinnacle Financial Group. Outside of advising, he is involved with Hospice DME of Arizona and Woodard Properties, LLP. Intrua Financial provides investment advisory, portfolio management, and comprehensive financial planning services for individuals, high-net-worth clients, trusts, foundations, small businesses, and plan sponsors. The firm uses a combination of fundamental analysis, modern portfolio theory, and technical analysis to create customized asset allocations and offers both discretionary and non-discretionary management options.

Miles Stackpool is a financial advisor at Americana Partners, LLC in Houston, TX, holding a Series 65 designation with seven years of industry experience. His prior roles include positions at Boulevard Family Wealth Services, Boulevard Insurance Strategies, CA Family Wealth LLC, Zehana LLC, and Citibank HK. 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.

Lauren Lindsay is a CFP® professional with 16 years of industry experience, currently serving at Savvy since 2026. Her prior roles include positions at Sanctuary Advisors LLC, Beacon Financial Planning of Cape Cod, Westwood, and Personal Financial Advisors, L.L.C. in Houston, TX. She is also the owner of Laurengad LLC, an operating entity for an investment advisory business. Savvy provides investment and financial planning services to individuals, trusts and estates, businesses, ERISA plan sponsors, and charitable organizations. The firm employs a primarily index-based, long-term investment approach supplemented by active equity portfolios and tax-aware direct indexing, utilizing third-party sub-advisers, fintech tools, and in-house tax and estate-planning support.

Robert Boswell is a CFP® with seven years of industry experience, currently serving as a financial advisor at Sunbelt Securities, Inc. in Houston, TX. His prior work includes roles at Avidian Wealth Solutions and U.S. Capital Wealth Advisors. Before entering the financial sector, he worked for Major League Soccer for twelve years. Sunbelt Securities serves individual investors, charitable organizations, and corporate clients through a network of 68 advisors, managing approximately $2.0 billion. The firm offers portfolio management, financial planning, and consulting services, with a focus on discretionary management and a dual registration as both a broker-dealer and registered investment adviser.

Brandyn Moniz is a financial advisor at Americana Partners, LLC with one year of industry experience. He holds a Series 65 designation and has worked previously at CA Family Wealth LLC, Bel Air Investment Advisors, Better Earth Solar, and Capital Group. 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 consultations and discretionary management, utilizing a broad range of investment vehicles and alternative strategies tailored to clients’ needs.

Sean Roth is a financial advisor at Symphony Financial, Ltd. Co. with three years of industry experience. He also works with Aviation Retirement Strategies and has been employed by United Airlines since 2005. Symphony Financial, Ltd. Co. provides discretionary investment management, financial planning, and consulting services to individuals, trusts, estates, charitable organizations, and business entities. The firm uses a long-term investment approach that combines fundamental and technical analysis and offers a multi-family office service model addressing broad family needs through coordination with outside providers.

George Christopherson is a CFP® professional with 30 years of experience in the financial advisory industry. He has been with Linscomb & Williams since 1982, now part of Linscomb Wealth, Inc., based in Houston, TX. Linscomb Wealth provides comprehensive wealth planning and investment management services to individuals, families, trusts, charitable organizations, and retirement plans, including high-net-worth and ultra-high-net-worth clients. The firm employs a customized investment approach overseen by an Investment Committee, blending active and passive strategies across diversified portfolios, and offers specialized family office services.

Samer Salha is a financial advisor at Symphony Financial, Ltd. Co. with two years of industry experience. He holds a Series 65 designation and has worked at firms including McAdam LLC and the Arab Jordanian Investment Bank. Salha is also the owner of Salha Associates LLC, where he provides consulting services. 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 and provides a multi-family office offering alongside traditional portfolio management and retirement-plan services.

Jeremy Blumin is a financial advisor at Symphony Financial, Ltd. Co. with one year of industry experience. He has worked at FMS Tax Services LLC since 2008 and United Airlines since 2007. 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, third-party management arrangements, and self-directed retirement account management, applying a long-term investment philosophy and coordinating comprehensive engagements involving outside specialists.

Julieta Sandoval is a financial advisor at Arax Advisory Partners in Houston, TX, with 26 years of industry experience. She holds a Series 66 designation and has worked at firms including UBS Financial Services and U.S. Capital Wealth Advisors. Sandoval has also held management roles overseeing operations at USCA Securities, LLC and U.S. Capital Wealth Advisors, LLC. Arax Advisory Partners serves a diverse client base including individuals, high-net-worth clients, family offices, institutions, and businesses. The firm offers services such as discretionary and non-discretionary portfolio management, comprehensive financial planning, and private fund advisory, utilizing both in-house and external investment resources.