Rachel Ballengee is a CFP® with 19 years of industry experience. She has worked at The Mather Group, LLC since 2021 and was previously with intrua Financial for eight years. The Mather Group primarily serves high-net-worth individuals, family offices, trusts, corporations, and other entities, offering integrated financial planning, investment management, tax and estate planning guidance, and family office services. The firm employs an evidence-based investment approach with customized portfolio options and incorporates AI and machine-learning tools alongside human oversight in its processes.

Enrique Araiza is a financial advisor at Arax Advisory Partners in Houston, TX, with 24 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Titleist Capital, BB&T Scott & Stringfellow, and Merrill. Arax Advisory Partners provides wealth management and advisory services to a diverse client base that includes individuals, high-net-worth clients, family offices, institutions, and businesses. The firm offers discretionary and non-discretionary portfolio management, comprehensive financial planning, retirement plan consulting, and private fund advisory, utilizing both internal portfolio teams and external managers across traditional and alternative investments.

Romelia Legg is a financial advisor at Arax Advisory Partners in Houston, TX, holding a Series 66 designation with two years of industry experience. Her prior roles include positions at U.S. Capital Wealth Advisors and USCA Securities LLC. Arax Advisory Partners provides wealth management and advisory services to a diverse client base, including individuals, high-net-worth clients, family offices, institutions, and businesses. The firm employs a range of traditional and alternative investments and uses both in-house and external portfolio management teams.

Deborah Ellis is a financial advisor at Arax Advisory Partners in Houston, TX, with 14 years of industry experience. She holds a Series 66 designation and has previously worked at US Capital Wealth Advisors, USCA Securities LLC, and W Hamilton and Co, LLC. Arax Advisory Partners offers wealth management and advisory services to a diverse range of clients, including individuals, high-net-worth clients, family offices, institutions, and businesses. The firm employs a fiduciary approach using both in-house and external portfolio management resources and combines traditional and alternative investments, supplemented by AI tools and third-party analytics.

Arthur Brand is a financial advisor at OneSeven with 21 years of industry experience. He holds the Series 66 designation and has worked at firms including Merrill, Raymond James Financial Services, Blue Cross Blue Shield of Texas, and Apollon Wealth Management. He also serves as a branch manager at HTR Wealth Management in Houston. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm offers discretionary portfolio management, financial planning, retirement-plan consulting, and educational seminars, employing a primarily long-term investment approach with access to diverse asset types and third-party managers.

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.

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.

Wilson Boren is a CFA® charterholder with five years of industry experience. He currently serves as a financial advisor at Linscomb Wealth, Inc., where he joined in 2026. His prior experience includes roles at CIBC Private Wealth Advisors, Texas Capital Bank, Bbva Usa, and Cougar Investment Fund. Linscomb Wealth provides wealth planning, portfolio management, and investment consulting to individual, high-net-worth, and ultra-high-net-worth clients, as well as trusts, foundations, and retirement plans. The firm offers family office services and retirement-plan fiduciary consulting, constructing portfolios using a diverse range of investment strategies tailored to client goals and needs.

Kyle Campbell is a financial advisor with Symphony Financial, Ltd. Co. in Houston, TX, holding a Series 63 designation and seven years of industry experience. He previously worked at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company for seven years and has been involved with Hotaling Insurance since 2019. Outside of advising, he owns Saddle Up Fuel, a business that provides discount diesel fuel cards for businesses and horse and cattle associations. 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 using a range of securities and often integrates multi-family office services and third-party management models to address broad family financial needs.

Sara Willis is a financial advisor at New Edge Wealth in Houston, TX, holding a Series 66 designation with five years of industry experience. Her prior roles include positions at Sanford C. Bernstein & Co., LLC, USI Southwest, and Addison Group. New Edge Wealth primarily serves ultra-high-net-worth individuals, families, and institutional clients, offering wealth strategy, financial planning, and portfolio management. The firm uses a combination of independent managers, model strategies, and proprietary investment solutions, supplemented by AI-assisted analytics, with a focus on asset allocation and investor behavior.

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.

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.

Kevin Kyle is a financial advisor with Integrated Wealth Concepts LLC in Houston, TX, holding the CFP® and ChFC® designations and bringing 15 years of industry experience. Prior to joining Integrated Wealth Concepts in 2020, he worked for Northwestern Mutual in various capacities from 2011 to 2020. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, and family office services, employing customized portfolios with a long-term approach combined with shorter-term trades for rebalancing or cash needs.

John Dubeansky Jr. is a financial advisor with VOYA Financial Advisors, Inc. based in Houston, TX. He holds Series 63 and Series 65 licenses and has nine years of industry experience. He has worked at Voya Financial Advisors since 2016 and is currently president and CEO of TJD & Associates. Outside of advisory work, he serves as Sponsorship Lead and Commissioner for the Leander Youth Baseball & Softball Alliance. VOYA Financial Advisors, Inc. is an enterprise-scale firm providing financial planning, portfolio management, and retirement advisory services to individuals, pension plans, and organizations. The firm combines in-house and third-party strategies, using technology-enabled tools and operates as both an SEC-registered investment adviser and a FINRA-member broker-dealer.

Lindsay Conaway is a financial advisor at Corient with four years of industry experience. She holds a Series 65 credential and previously worked for Avalon Wealth Management LLC and Avalon Advisors, LLC for ten years. Conaway is based in Houston, TX. Corient provides investment advisory and financial planning services to a diverse client base including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach that integrates in-house strategies with third-party managers and employs risk management tools and alternative investment options where appropriate.

Travis Munro is a CFP® professional with 23 years of industry experience currently serving at Steward Partners Investment Advisory, LLC. His prior career includes 14 years at Lincoln Investment and two years with Momentum Independent Network Inc. Munro holds a Series 63 license and is based in Humble, TX. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, providing investment advisory, financial planning, pension consulting, and managed account services.

Russell Kneisley is a financial advisor with Valic Financial Advisors in Houston, TX, holding Series 65 and Series 63 licenses and bringing 26 years of industry experience. He has been with American General since 1998. Valic Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors, managing approximately $29.2 billion across nearly 300,000 clients.

Stephanie Ellis is a financial advisor with Valic Financial Advisors in Houston, TX, holding Series 63 and Series 65 licenses and having 11 years of industry experience. She has worked at Valic Financial Advisors since 2014 and is also the owner of Platinum Solutions, a business that provides counseling and assistance to small business owners in preparing loan applications. Additionally, she is an Avon consultant and an agent for non-securities insurance products through Agia. 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 managed-account programs, financial planning, and brokerage services, utilizing Envestnet UMA models and operating with a large advisor network.

Alleyne Hill Jr. is a financial advisor with VALIC Financial Advisors in Houston, TX, holding Series 63 and Series 66 designations and bringing 26 years of industry experience. He has worked with VALIC Financial Advisors since 2006 and with Sunamerica Capital Services, Inc. since 2013. 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, offering managed-account programs, financial planning, and brokerage services.