Nicholas Erwin is a CFP®-credentialed financial advisor with 22 years of industry experience, currently serving at Arax Advisory Partners. His career includes roles at UBS Financial Services and RBC Capital Markets, as well as over a decade at USCA Securities LLC. Erwin is based in Houston, TX. Arax Advisory Partners provides wealth management and advisory services to individuals, high-net-worth clients, family offices, institutions, and businesses. The firm employs a fiduciary approach utilizing both internal portfolio teams and external managers across traditional and alternative investments.

Maryanna Braun is a CFP® professional with eight years of experience in the financial services industry. She currently works at Sowell Management and has held previous roles at Baker Tilly Wealth Management, Baker Tilly US LLP, MRZ Financial Services, and United Capital Financial Advisers, including time during its affiliation with Goldman Sachs. She is also co-founder and partner of Bellwether Advisory Group, LLC. Sowell Management is a multi-team registered investment adviser serving individuals, retirement plans, corporations, and other RIAs with portfolio management, financial planning, and retirement-plan advisory services. The firm employs various investment strategies and provides support services to its independent contractor advisors.

Kerry Rigdon is a financial advisor with Sunbelt Securities, Inc. in Houston, TX, holding Series 63 and Series 65 credentials and over 40 years of industry experience. He has worked at McPherson & Mayberry Personal Wealth Management and WFG Advisors, LP. Outside of advising, he has experience as an independent insurance agent and has been involved in estate planning services. Sunbelt Securities provides investment advisory and related services to individual, high-net-worth, and institutional clients through a network of representatives who offer portfolio management, financial planning, and referrals to third-party money managers using varied investment strategies.

Michelle Roberts is a financial advisor at Symphony Financial, Ltd. Co. with four years of industry experience. She holds the Series 65 credential and previously worked at Retirement Planners of America. She is also the sole proprietor of Vantage Point Test Prep, an exam preparation and tutoring business that she continues to own but does not actively manage. Symphony Financial serves individuals, trusts, estates, charitable organizations, and business entities through discretionary portfolio management, financial planning, and consulting. The firm offers a broad multi-family office platform and applies a long-term investment philosophy using a range of investment vehicles tailored to client needs.

Davis Rushing is a financial advisor at Arax Advisory Partners with 20 years of industry experience. He holds a Series 66 designation and has worked at firms including UBS Financial Services and U.S. Capital Wealth Advisors. Outside of his advisory role, Mr. Rushing serves on the board of directors for the Generation Park Management District and is involved in acting and modeling through his own production company and agency. Arax Advisory Partners provides wealth management and advisory services to individual, high-net-worth, institutional, and business clients. The firm offers portfolio management, financial planning, retirement plan consulting, private fund advisory, and a wrap fee program, managing accounts on a fiduciary basis with a mix of traditional and alternative investments supported by AI tools and third-party analytics.

Scott Blackley is a financial advisor at Rossby Financial, LLC with 17 years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Hornor Townsend & Kent Inc and Penn Mutual Life Insurance Company. Outside of his advisory role, he serves as a board member of The Second Wind Foundation, a charity focused on distributing books to children worldwide, and is a member of the Seabrook Rotary. Rossby Financial provides investment advisory and financial planning services to individuals, charitable organizations, pension and profit-sharing plans, corporations, and other business entities. The firm customizes portfolios based on clients’ objectives and risk tolerances using various analytical approaches and offers diversified investment strategies including mutual funds, ETFs, equities, fixed income, and derivatives.

Jo Aldridge is a financial advisor with Northwest Asset Management in Houston, TX, holding Series 63 and Series 65 licenses and 24 years of industry experience. Her prior roles include positions at UBS Financial Services, Morgan Stanley, and Citigroup Global Markets. She is also licensed to sell life, accident, health, and HMO insurance in Texas. Northwest Asset Management serves individuals—including high-net-worth clients—as well as pension and profit-sharing plans, charitable organizations, and institutional clients. The firm employs strategic asset allocation and Modern Portfolio Theory across diversified investments while offering customized investment management, retirement planning, consulting, tax preparation, and sub-advisory services.

Kayla Sickman is a financial advisor at Americana Partners, LLC with 11 years of industry experience. She holds Series 65 and Series 63 licenses and previously worked at Morgan Stanley for 11 years. Sickman is currently based in Houston, TX. 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 offers customized portfolio management with a range of investment options and integrated family-office and administrative services.

Melvin Jacobs is a financial advisor at Sunbelt Securities, Inc. in Houston, TX, holding Series 63 and Series 65 credentials with 41 years of industry experience. His prior roles include positions at Bank of America, Merrill, and UBS Financial Services. Outside of his advisory work, he is involved in entrepreneurial ventures including ownership and management roles in boat and yacht charter businesses. 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 variety of investment approaches and solutions, including a wrap-fee program, standalone financial planning, and access to third-party money managers.

Marty Harari is a financial advisor at Sunbelt Securities, Inc. in Houston, TX, holding Series 63 and Series 65 licenses with 56 years of industry experience. His career includes roles at WFG Advisors, Inc. and The (Wilson) Williams Financial Group. He is involved with the North Texas Advisory Group, a general financial services advisory group formed by branch members under Sunbelt Securities. Sunbelt Securities serves a diverse client base including individual investors, charitable organizations, and corporate clients, managing approximately $2.0 billion across several thousand relationships. The firm provides portfolio management, written financial planning, and third-party money manager referrals, with advice and portfolio construction delivered at the individual advisor level.

Edward Randall IV is a financial advisor at Arax Advisory Partners in Houston, TX, with 27 years of industry experience. He holds Series 63, 65, and 66 licenses and has previously worked at UBS Financial Services and U.S. Capital Wealth Advisors. Outside of his advisory work, he serves on the board of directors for Dynamic Health Strategies, a non-investment-related organization. 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 offers portfolio management, financial planning, retirement plan consulting, and private fund advisory, employing both in-house teams and independent managers across traditional and alternative investments.

Timothy Miller is a financial advisor with Symphony Financial, Ltd. Co. in Houston, TX, holding one year of industry experience. Prior to joining Symphony Financial, he has been affiliated with Texas Republic Capital Corporation since 2012. Symphony Financial serves individuals, trusts, estates, charitable organizations, and business entities by offering discretionary portfolio management, financial planning, and consulting services. The firm provides a broad range of multi-family office services and employs a long-term investment philosophy that combines fundamental and technical analysis.

Robert Muse is a financial advisor at Americana Partners, LLC with 26 years of industry experience. He holds Series 63 and Series 65 designations. His prior experience includes roles at Purshe Kaplan Sterling Investments, Energy Opportunities Capital Management, Piper Jaffray & Co., and Simmons & Company LTD. 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 clients’ risk tolerances and objectives, utilizing a range of investment vehicles and technology platforms, and serves as investment manager or adviser to multiple unregistered private pooled investment vehicles for qualified investors.

Steven Neustaedter is a CFP® professional with 30 years of industry experience, currently serving at Creative Financial Designs, Inc. since 2013. His career includes roles at multiple financial firms such as Independent Financial Partners and LPL Financial. He is also involved in independent insurance sales outside of his primary advisory role. Creative Financial Designs serves a diverse range of clients including individual households, corporations, institutions, and employer retirement plans. The firm uses asset-class model allocations and risk objectives to structure portfolios and offers both discretionary and non-discretionary investment management alongside financial planning and modular consulting services.

Lavada Waters is a financial advisor at Arax Advisory Partners with 23 years of industry experience. She holds a Series 66 designation and has worked at several firms, including Merrill, UBS Financial Services, Purshe Kaplan Sterling Investments, and US Capital Wealth Advisors. Arax Advisory Partners provides wealth management and advisory services to individuals, high-net-worth clients, family offices, institutions, and businesses. The firm offers portfolio management, financial planning, retirement plan consulting, and private fund advisory, utilizing both internal portfolio teams and external managers with a mix of traditional and alternative investments.

Shay Scruggs is a financial advisor at Arax Advisory Partners with 26 years of industry experience. He holds a Series 66 designation and has worked previously at U.S. Capital Wealth, Rockefeller Financial, UBS Financial Services, Deutsche Bank Securities, and Merrill. Arax Advisory Partners offers wealth management and advisory services to individuals, high-net-worth clients, family offices, institutions, and businesses. The firm employs a fiduciary asset-based approach, utilizing internal portfolio teams, external managers, model portfolios, and a combination of traditional and alternative investments.

Shala Walker is a CFP® professional with 13 years of experience in the financial services industry. She is currently with Linscomb Wealth, Inc. in Houston, Texas, having joined the firm in 2026. Her prior experience includes roles at Foreside Financial Services, Mar Vista Investment Partners, Purshe Kaplan Sterling Investments, Stavis & Cohen Financial, Mercer Global Advisors, Morgan Stanley, and Fidelity. Linscomb Wealth provides comprehensive wealth planning, discretionary and non-discretionary portfolio management, and investment consulting to a range of clients including individuals, high-net-worth and ultra-high-net-worth clients, trusts, foundations, and retirement plans. The firm offers specialized family office services and retirement-plan fiduciary consulting, with investment strategies tailored through written policy statements and model asset-allocation portfolios.

Audrey Fersten is a financial advisor at Forvis Mazars Wealth Advisors, LLC in Houston, TX, holding the CFP® designation along with Series 63, 65, and 66 licenses. She has 16 years of industry experience, with previous roles at BKD Wealth Advisors, US Capital Advisors, and Bridgeway Capital Management. Her background also includes work with the Anti Defamation League. Forvis Mazars Wealth Advisors serves individuals, families, retirement plans, institutions, and nonprofit organizations, offering financial planning and investment management within an integrated service model connected to a national accounting and professional services firm. The firm emphasizes customized asset allocation, diversification, cost control, and combines active and passive strategies tailored to each client’s objectives and risk tolerance.

John Hemenway is a financial advisor with Regal Investment Advisors LLC in Houston, TX, holding Series 63 and Series 66 licenses and bringing 39 years of industry experience. His work history includes ten years at Legacy Portfolio Advisors, sixteen years at Next Financial Group Inc, and ongoing work since 1995 with LegalShield. He is also involved in insurance services through The Legacies Group and holds a mortgage origination license, though it is inactive. Regal Investment Advisors operates as LionShare, providing model portfolio implementation and discretionary investment management to unaffiliated advisers and their high-net-worth and corporate clients. The firm manages approximately $2.88 billion across proprietary and third-party strategies and offers trade execution, rebalancing, and overlay management within a sub-advisory platform serving a network of advisers rather than direct clients.

Jessica Banitt is a CFP® and holds a Series 65 license with nine years of industry experience. She has been with Linscomb and Williams Inc. since 2016. Linscomb Wealth provides comprehensive wealth planning, portfolio management, and investment consulting services to individual, high-net-worth, and ultra-high-net-worth clients, as well as trusts, foundations, and retirement plans. The firm utilizes written investment policy statements, model asset-allocation portfolios, and ongoing rebalancing, incorporating a range of securities and strategies tailored to client goals and needs.