Michael Fortner is a CFP® professional with 25 years of industry experience. He is currently with Secure Asset Management, L.L.C. and has prior experience at Aurora Securities Inc., SCF Investment Advisors, Inc., and SCF Securities, Inc. Outside of his advisory roles, he serves as a trustee and executor of an estate and owns a wealth services business. Secure Asset Management, L.L.C. serves individual clients, including both non‑high-net-worth and high-net-worth households, offering personalized financial planning, discretionary investment management, and pension consulting. The firm employs a range of investment strategies guided by written policy statements and frequently utilizes third-party money managers and held-away account management.

Brian Baker is a financial advisor with Saxony Capital Management, LLC, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. His career includes roles at Pinnacle Capital Securities, McNally Financial Services Corporation, and Triton Pacific Securities, among others. Saxony Capital Management provides portfolio management and financial planning services to individuals, including high-net-worth clients, as well as institutional clients such as retirement plans, trusts, charitable organizations, and corporations. The firm operates a multi-team model and utilizes a range of investment strategies, including discretionary asset management and third-party manager due diligence.

James Barksdale is a financial advisor at Symphony Financial, Ltd. Co. in Houston, TX, with two years of industry experience. He has been with Symphony Financial since 2023 and concurrently holds a position at Boeing since 2014. Symphony Financial, Ltd. Co. provides 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, tailoring portfolios to client risk profiles and objectives, and offers a multi-family office service model coordinating broad family needs through outside providers.

Sonia Martinez Trujillo is a financial advisor at Fiduciary Financial Advisors with one year of industry experience. She holds a Series 65 designation and previously worked at Maia Wealth and LJA Engineering, Inc. Outside of her advisory role, she teaches Pre-Calculus part-time at Regina Caeli Academy and is a contracted health insurance agent with OpenSi Group. Fiduciary Financial Advisors provides discretionary investment management and financial planning services to individuals, families, trusts, retirement plans, corporations, and charitable foundations. The firm employs a combination of strategic asset allocation and tactical adjustments using various analytical methods, and offers trustee services as well as access to private and non-liquid alternative funds.

Michael Snasel is a financial advisor at Simplicity Wealth with 17 years of industry experience. He holds Series 63 and Series 65 licenses. His prior roles include positions at LifePro Asset Management, Horter Investment Management, and an ongoing ownership and operational role at Vantage Financial Group. Simplicity Wealth serves a diverse client base, including individual and high-net-worth investors, retirement plans, corporate and institutional investors, and other financial firms. The firm employs a fund-of-funds investment approach primarily using ETFs and mutual funds, alongside model portfolios and independent managers, while offering technology and operational solutions for advisers.

Christopher Sewell is a financial advisor with Mutual Advisors, LLC, holding a Series 65 credential and six years of industry experience. Before joining Mutual Advisors in 2020, he worked at Brownline and Braden Advisors and KPMG. He is also involved with Wise Capital Partners, LLC, focusing on administration and operations. Mutual Advisors, LLC serves a diverse client base including individual investors, trusts, estates, retirement plans, and institutional clients, managing approximately $9.45 billion across 154 advisors. The firm offers a range of advisory services using both active and passive strategies tailored to client objectives and is noted for its scale in institutional work and its use of specialized operational features.

Juan Hernandez Ariano is a CFP® with 8 years of experience currently serving at OneSeven. His prior roles include positions with Baron Financial Advisers, 212 Advisory Group, and Top Global Financial Advisors. He is president of the Financial Planning Association of Houston and is involved in college planning and technological advisory through WealthCreate LLC. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, focusing on diversified portfolios that may include mutual funds, ETFs, stocks, bonds, alternatives, and private placements. The firm employs both discretionary and non-discretionary approaches and leverages third-party platforms and managers to implement its strategies.

Aaron Boyce is a financial advisor with Encompass More Asset Management LLC, holding a Series 65 designation and 11 years of industry experience. His prior roles include positions at Mercer Global Advisors and Lake Point Wealth Management, among others. Outside of investment advising, he is president of Boyce Financial Services, an insurance sales business, and serves as a business development consultant for Multiplan/Benefits Science Technologies, a firm providing analytic solutions through software and automation. Encompass More Asset Management LLC serves individual and high-net-worth clients, offering discretionary portfolio management through proprietary and third-party model portfolios, financial planning, and access to private placements. The firm employs a model-based investment approach combining quantitative, qualitative, and fundamental analysis, and focuses exclusively on individual and high-net-worth investors.

Sammy Mc Leod is a financial advisor at Symphony Financial, Ltd. Co. in Houston, TX, with two years of industry experience. Prior to joining Symphony Financial in 2023, Mc Leod worked at United Airlines for 19 years. Symphony Financial 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.

Miriam Angel is a financial advisor with Mutual Advisors, LLC, holding a Series 66 designation and 12 years of industry experience. Prior to joining Mutual Advisors in 2019, she worked at Securities America Advisors Inc. and Williams Financial Group of Kingwood. She is also a partner and owner of Wise Capital Partners, LLC, a non-investment related business focusing on administration and operations. Mutual Advisors, LLC serves a diverse client base including individual investors, trusts, retirement plans, and institutional clients. The firm offers a range of advisory services using a mix of active and passive strategies, and is notable for its scale of institutional management and specialized operational features.

Jared Neven is a CFP® professional with nine years of industry experience, currently serving as an advisor at Sowell Management. He is also co-founder and partner of Bellwether Advisory Group. His prior experience includes roles at Baker Tilly Capital, LLC, Baker Tilly Wealth Management, LLC, and Kestra Investment Services, LLC, as well as service in the United States Army Reserve. 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 management styles and offers solutions including model portfolios, third-party manager selection, unified managed accounts, and held-away account management.

Wayne Lilly is a financial advisor at Symphony Financial, Ltd. Co. with two years of industry experience. He has also operated The Lilly Group LLC since 2011 and has worked at United Airlines since 1998. Symphony Financial, Ltd. Co. offers 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 combining fundamental and technical analysis, tailoring portfolios to client risk profiles and objectives.

Daniel Goodwin is a financial advisor at Accurate Wealth Management, LLC with 16 years of industry experience. He holds Series 65 and Series 63 designations and has been involved with multiple firms including Provident Wealth Advisors, LLC and Goodwin Financial Reality, which he manages outside of investment activities. Accurate Wealth Management serves individuals, pension plans, charities, corporations, and other advisers, offering discretionary portfolio management, financial planning, and a range of investment options including alternative assets. The firm emphasizes value, safety, quality, and risk control in its asset allocation approach and manages approximately $1.71 billion in regulatory assets.

Kenneth Golden is a financial advisor with The Mather Group, LLC, holding a Series 65 credential and seven years of industry experience. Prior to joining The Mather Group, he worked for Exxon Mobil for 34 years and spent a year in retirement. Outside of his advisory role, he is a member of KAG HOLDINGS, LLC, an engineering and management consulting business. The Mather Group primarily serves high-net-worth individuals, family offices, trusts, corporations, and other entities, offering financial planning, investment management, tax and estate planning, and family office services. The firm employs an evidence-based investment approach with risk-based allocation models and customization options such as direct indexing and ESG portfolios.

Pamela Ahlers is a CFP® with 39 years of industry experience, currently serving at Harbour Investments, Inc. since 2012 and leading Ahlers Financial Group since 2022. She previously worked at Ahlers & Stoll CPA's for 38 years. In addition to her advisory role, she is an independent insurance agent and prepares accounting and tax returns for clients through her CPA firm. Harbour Investments provides investment advisory and financial planning services to a diverse client base, including individuals, charitable and corporate clients, and retirement plans. The firm employs both fundamental and technical analysis to create customized strategies, offering discretionary and non-discretionary portfolio management alongside model-based solutions.

Edwin Langley Jr. is a CFP® with 23 years of industry experience, currently serving as a financial advisor at Halbert Hargrove since 2011. He is also a certified public accountant and principal owner of Langley & Associates, a CPA firm he has operated since 1979. Halbert Hargrove Global Advisors manages approximately $4.2 billion for individuals, pension plans, trusts, estates, charitable organizations, and corporate entities. The firm employs a multi-advisor platform offering discretionary, fee-only investment management combined with financial planning and consulting services, utilizing a disciplined investment process overseen by an Investment Committee.

Ross Langley is a CFP® professional with 17 years of industry experience. He has been with Halbert Hargrove since 2011 and also operates Langley & Associates, a certified public accounting practice. Halbert Hargrove Global Advisors serves a diverse client base including high-net-worth individuals, pensions, trusts, and charitable organizations, managing approximately $4.2 billion across a multi-advisor platform. The firm offers discretionary, fee-only investment management and financial planning, employing an Investment Committee to construct diversified portfolios using a wide range of asset classes and investment strategies.

Christopher Wise is a CFP®-certified financial advisor with 10 years of industry experience, currently associated with Mutual Advisors, LLC. His prior roles include positions at Mutual Securities, Inc., Colony Northstar, and Jackson National Life. Outside of his advisory work, he is involved in several entrepreneurial ventures including ownership of a music production and entertainment company and serving as Chief Marketing Officer for SBA Loan Guy, a firm assisting small businesses with SBA loan applications. Mutual Advisors, LLC serves a diverse client base ranging from individual investors to institutional clients, managing approximately $9.45 billion through 154 advisors. The firm employs a blend of active and passive investment strategies tailored to client objectives and is notable for its scale, breadth of institutional work—including sovereign wealth funds—and operational features such as an Outsource Insurance Desk and relationships with 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.

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.