Kimberly Meade is a CFP® with 10 years of industry experience, currently associated with The Wealth Consulting Group. Her prior roles include positions at LPL Financial and Sovereign Wealth Advisors. She also serves as a notary, a role she has maintained since 2014. The Wealth Consulting Group provides fee-based wealth management, portfolio management, financial planning, and retirement-plan advisory services to a diverse client base including individuals, corporate plan sponsors, charities, and trusts. The firm employs a tailored investment process combining fundamental, technical, macroeconomic, and quantitative analysis, and integrates legal-service pathways to support estate-document completion and fiduciary services.

Karl Krueger is a financial advisor at Avidian Wealth Solutions in Houston, TX, holding a Series 66 designation with 26 years of industry experience. He has been with Sta Wealth Management, LLC since 2015. Avidian Wealth Solutions is an SEC-registered advisory firm serving individuals, high-net-worth families, businesses, retirement plans, and institutional clients. The firm manages approximately $3.99 billion in assets and offers a range of services including discretionary portfolio management, financial planning, and ERISA-plan advisory work, utilizing model-based managed solutions and sub-advisory arrangements.

Farokh Billimoria is a CFP® with 24 years of industry experience, currently serving at Sowell Management. He previously worked at Concert Wealth Management, Inc. and operates a CPA practice dating back to 1983. Outside of his advisory work, he spends part of the year on tax preparation and has spoken for The American Financial Education Alliance. Sowell Management is a multi-team registered investment adviser serving individuals, retirement plans, corporations, and other RIAs with a range of portfolio management and financial planning services. The firm offers various investment styles, including strategic and tactical allocation, model portfolios, and third-party manager selection, supported by an independent-contractor model of more than 100 advisors.

Leon Ren is a financial advisor at Core Planning with a Series 65 designation and two years of industry experience. He has held positions at Rice University as a Financial System Security Analyst and previously worked at XYPN. Core Planning provides fee-based financial planning and wealth management services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm customizes investment strategies based on client goals, time horizons, and risk tolerances, using a mix of in-house advice, third-party money managers, and model portfolios.

Frances Longshore is a CFP® with 37 years of industry experience, currently serving at Tucker Asset Management LLC since 2021. She has worked at Principal Financial for 15 years and has been the owner and president of Longshore Financial Group since 1988. Outside of advisory work, she is involved in selling Medicare supplement insurance, fixed annuities, fixed insurance, and long-term care products. Tucker Asset Management serves individual and high-net-worth clients as well as foundations, trusts, estates, and charitable organizations, providing discretionary investment management and financial planning through a network of independent investment adviser representatives. The firm employs a top-down, macroeconomic asset-allocation process and offers a range of strategies including growth, fixed income, direct indexing, and alternative investments.

Andrea Young is a financial advisor at HBW Advisory Services LLC with two years of industry experience. She holds a Series 65 credential and previously worked for Gentec Inc for 20 years before retiring in 2023. Outside of her advisory role, Young is also active as an insurance agent selling final expense insurance policies. HBW Advisory Services manages approximately $1.75 billion in assets and serves individuals, families, charitable organizations, businesses, and retirement plans. The firm employs a blended investment approach using third-party money managers and model portfolios, and it provides a mix of retail, institutional, and intermediary services, including sub-advisory and retirement-plan subscription offerings.

Willis Johnson is a CFP® with over 43 years of experience in the financial services industry. He has been associated with Willis Johnson & Associates in various capacities since 2014 and previously worked at FSC Securities Corporation for 22 years. He is based in Houston, TX. Willis Johnson Wealth serves corporate professionals, executives, and high-net-worth individuals and their families, offering comprehensive financial planning and investment management. The firm follows an evidence-based, tax-aware investment approach and provides a range of services including retirement planning, estate planning, tax preparation through an in-house CPA, and access to private market investments.

Bonner Barnes is a financial advisor with CORDA Investment Management, LLC, based in Houston, TX. He holds 18 years of industry experience and has been with CORDA since 1999. 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, as well as pension consulting, tax preparation, and estate-planning services, utilizing a range of investment strategies tailored to client objectives.

Taylor Motsinger is a financial advisor at Avidian Wealth Solutions with four years of industry experience. He holds a Series 65 credential and has previously worked at RJ Capital and Holland & Knight. Before his advisory career, he spent six years at Florida State University. Avidian Wealth Solutions is an SEC-registered advisory firm serving individuals, high-net-worth families, businesses, retirement plans, and institutional clients. The firm manages approximately $3.99 billion in assets and offers investment management, financial planning, and fiduciary services, implementing primarily model-based managed solutions supplemented by sub-advisors and tailored allocations.

Susan Hubbell Sanchez is a financial advisor at AssuredPartners Investment Advisors with 12 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at firms including Pensionmark Financial Group, Creative Planning, and Lockton Financial Advisors. Additionally, she is an insurance agent for 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 and serves clients through a team of advisors across multiple offices.

Jonathan Bernstein is a financial advisor with Shelton Capital Management, holding Series 63, 65, and 66 licenses and bringing 31 years of industry experience. His prior roles include positions at RFS Partners, Matrix Distributors, Stringer Asset Management, and Morgan Keegan & Company. He also served as Vice President and Director of Sales and Marketing at Stringer Asset Management. Shelton Capital Management provides investment management to mutual funds, institutional investors, retirement plans, governmental entities, nonprofits, and individual investors. The firm employs an active, discipline-specific approach that incorporates fundamental, technical, and quantitative analysis, including the use of options and derivatives, ESG screening, and data science techniques in portfolio construction.

Mitchell Le Roy is a CFP® professional with five years of industry experience, currently serving at Willis Johnson Wealth in Houston, TX. His prior experience includes roles at Vaughn Wealth Management and multiple positions within Willis Johnson & Associates. 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 including structured protection models and private-market allocations.

Cody Bangerter is a financial advisor at Willis Johnson Wealth in Houston, TX, holding a Series 65 credential with one year of industry experience. His prior roles include positions at Beehive Federal Credit Union and academic appointments related to biomedical engineering and education. Willis Johnson Wealth provides comprehensive financial planning and investment management primarily for corporate professionals, executives, and high-net-worth individuals and their families, employing an evidence-based, tax-aware investment approach that emphasizes diversification, low-cost implementation, and systematic rebalancing. The firm offers a range of strategies and tailored solutions, including access to private market investments and in-house CPA tax services.

Terrance Puhl is a financial advisor with CORDA Investment Management, LLC in Houston, TX, holding Series 63 and Series 65 licenses and possessing 23 years of industry experience. He has worked at CORDA Investment Management since 2012, following roles at Sanders Morris LLC and SMH Capital Advisors LLC. CORDA Investment Management is a multi-team registered investment adviser overseeing approximately $2.0 billion in client assets for about 1,359 clients. The firm offers discretionary portfolio management and integrated financial planning to individuals, including high-net-worth clients, alongside pension consulting, tax preparation, and estate-planning services. Its investment approach incorporates customized portfolios with ongoing monitoring and a range of strategies such as options, direct indexing, and long/short trading.

William Howard is a Series 66-licensed financial advisor with 18 years of industry experience. He has been with Sunbelt Securities, Inc. since 2010 and previously worked at Ameriprise for two years. Outside of his advisory role, he holds a silent ownership interest in Pamco, a non-investment business. Sunbelt Securities, Inc. provides investment advisory and related services to individual and institutional clients through a network of investment adviser representatives. The firm offers a range of portfolio management strategies, including discretionary authority within their wrap-fee program, and does not enforce a uniform investment model across advisors.

Teresa Queal is a financial advisor at CORDA Investment Management, LLC with 13 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at CORDA since 2012, following a brief tenure at Sanders Morris LLC. CORDA Investment Management is a multi-team registered investment adviser managing approximately $2.0 billion in client assets. The firm provides discretionary portfolio management and integrated financial planning for individuals, including high-net-worth clients, along with pension consulting, tax preparation, and access to attorney-led estate-planning document services. Their investment approach includes customized portfolios with strategies such as options trading, direct indexing, and factor-driven models.

Paige Guinn is a CFP® with 24 years of industry experience, currently serving as a financial advisor at Mission Wealth Management, LP. She has previously worked at firms including Logic Capital Management, Integra Wealth Advisors, and Linscomb Wealth. Guinn is also a licensed life insurance agent in Texas. Mission Wealth Management serves high-net-worth individuals, families, and institutional clients, providing comprehensive wealth management, financial planning, investment management, and consulting services. The firm employs a "total picture" approach that integrates investment strategies with tax, trust, legacy, philanthropy, and risk planning tailored to client needs.

Edward Allen III is a CFA® charterholder and holds a Series 65 license with 29 years of industry experience. He has been with Eagle Global Advisors LLC since 1996. Based in Houston, TX, he works at a firm with a multi-team structure that includes a total of 10 advisors. Eagle Global Advisors provides portfolio management services to individual investors, retirement plans, financial institutions, trusts, endowments, and investment companies. The firm employs a combination of top-down and bottom-up analysis using proprietary quantitative models alongside fundamental research, managing discretionary, client-specific strategies across a variety of asset classes including equities, fixed income, and alternative investments.

Sandler Weinberg is a Series 66-credentialed financial advisor with five years of industry experience, currently practicing at Howard Capital Management, LLC. His prior roles include positions at Merrill Lynch and McNair Interests. Outside of advisory work, he serves as CFO for Lucky Number Eight Productions, a movie production firm, and the Cafe Texan History Museum and Library, a restaurant, in addition to bookkeeping for 1836 Steakhouse. Howard Capital Management serves a diverse client base ranging from individuals to institutions and offers discretionary portfolio management and private wealth services utilizing proprietary tactical indicators and model portfolios, often implemented through the firm’s own mutual funds and ETFs.

Michael Smith is a financial advisor with Avidian Wealth Solutions in Houston, TX, holding Series 63 and Series 65 licenses and 23 years of industry experience. He has been with Avidian Wealth Solutions, formerly Streettalk Advisors, since 2003. Outside of his advisory role, he is an owner of Avidian Insurance Agency. Avidian Wealth Solutions is an SEC-registered firm serving individuals, high-net-worth families, businesses, retirement plans, and institutional clients with investment management and financial planning services. The firm manages approximately $3.99 billion in assets and utilizes model-based managed solutions alongside sub-advisors and separately managed accounts, while also acting as a fund sponsor and providing sub-advisory services.