Robin Chan is a financial advisor at Avidian Wealth Solutions with 17 years of industry experience. He holds the Series 66 designation and has worked at STA Wealth Management, Stark Capital Management, and Western International Securities. Avidian Wealth Solutions provides investment management, financial planning, and advisory services to a range of clients including individuals, families, retirement plans, corporations, and institutional investors. The firm manages portfolios through discretionary strategies, customized solutions, and employs third-party sub-advisors, with a focus on both traditional and alternative investments.

Shelley Morrison Phelps is a financial advisor with Sunbelt Securities, Inc. in Houston, TX, holding a Series 63 designation and bringing 32 years of industry experience. She has been with Sunbelt Securities since 2012. Sunbelt Securities serves a diverse clientele including individual investors, charitable organizations, and corporate clients, managing approximately $2.0 billion through a network of 68 advisors. The firm offers portfolio management primarily through discretionary wrap programs, written financial planning, and third-party money manager referrals.

Erica Hall is a financial advisor at AlphaStar Capital Management with two years of industry experience. She holds a Series 65 license and has previously worked at Institute for Wealth Management LLC, Brookstone Wealth Advisors, and Retirement Risk Advisors. In addition to her advisory role, she is involved in insurance and annuity sales. AlphaStar Capital Management serves individual, corporate, and retirement plan clients, providing discretionary investment management, financial planning, and subadvisory services. The firm utilizes model portfolios and employs a combination of strategic and tactical investment approaches across a wide range of asset types.

Michael Zdenek is a CFP® professional with 12 years of experience in the financial services industry. He currently serves as an advisor at Avidian Wealth Solutions and previously worked at JPMorgan Securities LLC and JPMorgan Chase Bank. Avidian Wealth Solutions is an SEC-registered advisory firm serving individuals, high-net-worth families, businesses, retirement plans, and institutional clients. The firm uses 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.

Machi Horne is a financial advisor at Foundations Investment Advisors LLC with one year of industry experience. She holds a Series 65 designation and has previously worked at Aspen Wealth Management, Southwestern University, and Second Baptist High School. In addition to advising, she is licensed as an insurance agent and spends time working in that capacity. Foundations Investment Advisors LLC provides financial planning and portfolio management services to individuals, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm employs a mix of fundamental, technical, and cyclical analysis, uses model portfolios with an asymmetric rebalancing strategy, and offers a range of affiliated services including legal, insurance, and tax support.

Hailey Thorn is a financial advisor with Sunbelt Securities, Inc. in Southlake, TX, holding a Series 66 designation and nine years of industry experience. She previously worked at Sontag Advisory LLC before joining Sunbelt Securities in 2019. Outside of her advisory role, she is involved in tax preparation through Thorn Financial Group LLC and holds a life insurance agent license. Sunbelt Securities serves individual investors, charitable organizations, and corporate clients, managing approximately $2.0 billion across several thousand relationships. The firm offers portfolio management, financial planning, and consulting services, with a focus on discretionary management delivered at the individual advisor level.

Brock Carlin is a financial advisor with Sunbelt Securities, Inc. in Houston, TX, holding a Series 66 designation and 18 years of industry experience. He has been with Sunbelt Securities since 2016. Sunbelt Securities serves a diverse client base including individual investors, charitable organizations, and corporate clients, managing approximately $2.0 billion across several thousand accounts. The firm offers portfolio management through a rep-directed wrap program, written financial planning, consulting, and access to third-party money managers.

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.

Gregory Thorn is a CFP® professional with 31 years of experience in financial advising. He currently works at Sunbelt Securities, Inc., where he has been since 2016. Prior to that, he held positions at LPL Financial and Cetera Wealth Services. Outside of his advisory role, Thorn operates Thorn Financial Group LLC, which provides tax preparation and accounting services. Sunbelt Securities, Inc. serves individual, high-net-worth, and institutional clients through a network of investment adviser representatives offering advisory services, financial planning, and access to third-party money managers. The firm employs diverse investment strategies and does not mandate a single uniform model across its advisors.

Carlos Ruano Morales is a financial advisor at BBVA Global Wealth Advisors, Inc. with one year of industry experience. He holds a Series 66 designation and previously worked at LPL Financial, LLC and SpeedOut Advisory SL. Outside of advisory work, he is employed as a coach at the Manchester School of Soccer in Cibolo, Texas. BBVA Global Wealth Advisors, Inc. provides investment advisory services to individuals, high-net-worth clients, businesses, and family offices, offering portfolio advisory, wrap fee programs, and model portfolios. The firm uses strategic and tactical asset allocation informed by BBVA S.A.’s research and third-party resources, employing a mix of mutual funds, ETFs, UCITS, structured products, and individual securities.

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.

Archie Henderson III is a Series 66-registered financial advisor at Mutual Advisors, LLC with 20 years of industry experience. He previously worked at Next Financial Group Inc for 12 years and has operated his own legal practice, A.A. (Trey) Henderson III PC, for over 30 years, where he provides legal services including entity formation and estate planning. Henderson also serves as chairman of the board of Houston Bank and Trust, a community bank. Mutual Advisors, LLC manages a broad client base ranging from individual investors to institutional clients, including sovereign wealth funds. The firm offers a variety of advisory services using both discretionary and non-discretionary approaches, employing multiple analytical methods and third-party platforms to customize diversified portfolios tailored to client objectives.

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.

Kirk Freedle is a financial advisor with Sunbelt Securities, Inc. in Westminster, CO, holding the ChFC® and Series 63 designations and bringing 30 years of industry experience. His prior roles include positions at Familywealth, Advisersource.Com, Jolliffe Capital, and he has operated Innovative Financial Partners, LLC since 2004. Freedle serves as president of the Colorado Fallen Fire Fighters Foundation, a charitable organization supporting families of fallen firefighters. Sunbelt Securities serves individual investors, charitable organizations, and corporate clients through a network of 68 advisors, managing approximately $2.0 billion in assets. The firm provides portfolio management, financial planning, and third-party money manager referrals, with a focus on discretionary asset management delivered at the advisor level.

Brandon Young is a CFP® with 21 years of experience in the financial services industry. He has worked at Willis Johnson Wealth since 2019 and previously spent 12 years with Invesco Advisers, Inc. 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 employs an evidence-based, tax-aware investment approach and provides services including retirement planning, trust and estate planning, tax preparation through an in-house CPA, and access to private market investments.

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.

Charles Rawl is a financial advisor at Sunbelt Securities, Inc. in Houston, TX, with 30 years of industry experience. He holds the CFP® and ChFC® designations and has worked at Sunbelt Securities since 2009. Rawl operates his own investment and insurance-related businesses under Charles W. Rawl & Associates, LLC, including fixed life insurance, annuities, group medical insurance, life settlements, and estate planning services. Sunbelt Securities serves individual investors, charitable organizations, and corporate clients through a network of 68 advisors, managing approximately $2.0 billion in assets. The firm offers portfolio management, financial planning, and consulting, with a focus on discretionary management and a dual registration as both a broker-dealer and registered investment adviser.

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.

Anthony Thornton is a financial advisor with Regal Investment Advisors LLC, holding Series 63 and Series 66 credentials and possessing 30 years of industry experience. He has been associated with Thornton Wealth Management since 2001 and has held roles at firms including Regulus Financial Group and Summit Financial Group. Thornton is also a licensed insurance agent. Regal Investment Advisors, operating as LionShare, provides model portfolio implementation and discretionary investment management to unaffiliated registered advisers and their clients. The firm manages approximately $2.88 billion across proprietary and third-party strategies through a sub-advisory platform.

John Siegel is a CFP® with 10 years of industry experience, currently serving at Willis Johnson Wealth in Houston, TX. He previously worked at JP Morgan Securities LLC for three years. Outside of his advisory role, Siegel is a director on the Board of the St. Stephen's Endowment Fund, where he oversees investment management and compliance matters. 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 follows an evidence-based, tax-aware investment approach with multiple model strategies and offers services including in-house tax preparation and private market investments.