Robert Frusina is a financial advisor with Avior Wealth Management, LLC in Houston, TX, holding a Series 65 credential and two years of industry experience. Prior to joining Avior, he worked at Campion Capital Research from 2017 to 2024. Avior Wealth Management serves individual and institutional clients, including high-net-worth individuals, pension and retirement plans, corporations, trusts, and banks. The firm employs a fundamental analysis investment approach and offers discretionary and non-discretionary investment management, financial planning, pension consulting, and business consulting services.

Michelle Holmes is a financial advisor with Americana Partners, LLC in Houston, TX, holding a Series 66 license and 18 years of industry experience. Her prior roles include positions at Saxony Securities, Purshe Kaplan Sterling Investments, Merrill Lynch, Corps Capital Advisors, and Morgan Stanley. Outside of her advisory work, she serves as Vice President of Scholarships and Grants for the Civic League and is a board member for both Page's Place and the Valwood Improvement Authority. 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 and manages a range of investment vehicles, including mutual funds, ETFs, individual securities, options, structured products, and private pooled investment vehicles for qualified investors.

M H Moldawer is a financial advisor with Americana Partners, LLC in Houston, TX, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He previously worked at Morgan Stanley and Morgan Stanley Private Bank from 2009 to 2025. Outside of advisory work, he owns a property in the Bahamas and serves as a trustee and partner in family trusts and partnerships. Americana Partners provides financial planning, consulting, and discretionary wealth management to individuals, trusts, estates, charitable organizations, and business entities, including high-net-worth and ultra-high-net-worth international clients. The firm customizes portfolios based on client objectives and utilizes a range of investment vehicles and third-party managers, also managing multiple private pooled investment vehicles for accredited investors.

Mark Koellner is a CFP® with 20 years of experience in financial advising, currently with Symphony Financial, Ltd. Co. in Houston, TX. His prior roles include positions at SteelPeak Wealth, Titleist Capital, Edward Jones, USAA Financial Planning, UBS Financial Services, Merrill, and Chase Investment Services. In addition to his advisory work, he is also an insurance agent, actively involved in the sale of insurance products to clients. Symphony Financial serves individuals, trusts, estates, charitable organizations, and business entities with discretionary portfolio management, financial planning, and multi-family office services. The firm applies a long-term investment philosophy that incorporates fundamental and technical analysis and offers a wide range of tailored portfolio solutions supported by comprehensive multi-family office offerings.

Leo Reichle is a financial advisor with Sunbelt Securities, Inc. in Houston, TX, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. Prior to joining Sunbelt in 2025, he worked at Oppenheimer & Co. Inc for seven years and Hilltop Independent Network for two years. Outside of his advisory work, he serves on the boards of the Texas Children's Cancer Center and Fore The Cure, where he is president. Sunbelt Securities, Inc. provides investment advisory and related services to individual and institutional clients through a network of representatives. The firm offers customized portfolio management, financial planning, and access to third-party money managers, employing various investment strategies without mandating a single uniform model across advisors.

Steven Russo is a financial advisor at Eagle Global Advisors LLC in Houston, TX, holding a Series 65 designation with 28 years of industry experience. He has been with Eagle Global Advisors since 1996. 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 screening and quantitative models alongside fundamental research, managing discretionary portfolios across a range of asset classes including equities, fixed income, and alternative strategies.

Xianyuan Hoover is a CFA® charterholder and holds a Series 65 license with two years of industry experience. She has been with Willis Johnson Wealth since 2024, previously working seven years at Franklin Templeton Investment Management. Willis Johnson Wealth offers comprehensive financial planning and investment management services primarily to corporate professionals, executives, and high-net-worth individuals and their families. The firm employs an evidence-based, tax-aware investment approach and provides a range of model strategies alongside tailored solutions that include structured protection and private-market allocations.

Michael Stavar is a financial advisor at Chilton Capital Management LLC in Houston, TX, holding a Series 66 designation with 19 years of industry experience. He has been with Chilton Capital Management and its affiliated entity since 2011. Outside of his advisory work, Stavar is the CFO and minority owner of JMC Global, a logistics company based in The Woodlands, TX. Chilton Capital Management provides discretionary portfolio and wealth management services to individuals, high-net-worth clients, pooled vehicles, and institutional accounts. The firm employs a fundamental, bottom-up research process across various dedicated strategies and offers integrated financial planning, ERISA fiduciary services, and unique trustee capabilities through its affiliated trust company.

Nicholas Casanova is a CFP® and holds a Series 65 license with experience at Willis Johnson Wealth since 2026. His prior work includes roles at Oak Harvest Financial Group from 2023 to 2026 and positions outside the financial industry, including The Color Factory and BrandNation. Willis Johnson Wealth serves corporate professionals, executives, and high-net-worth individuals with comprehensive financial planning and investment management. The firm employs an evidence-based, tax-aware investment approach with multiple model strategies and offers in-house CPA tax services and private market investment access.

Roberta Fernandes is a financial advisor at BBVA Global Wealth Advisors, Inc. in Houston, TX, holding a Series 66 designation with 10 years of industry experience. She previously worked at Morgan Stanley Private Bank, BTG Pactual Asset Management, and Valores Banistmo. BBVA Global Wealth Advisors serves individual and high-net-worth clients, businesses, and family offices primarily through portfolio advisory and wrap-fee programs. The firm employs a non-discretionary investment process tailored to each client’s risk profile and utilizes both strategic and tactical asset allocation with input from BBVA S.A.’s Global Wealth Investment Committee.

Charlie Kirven is a financial advisor with Secure Asset Management, L.L.C. in Houston, TX, holding a Series 63 designation and over 40 years of industry experience. His career includes roles at NEXT Financial Group and ownership of Money and Investment Concepts, where he has been involved in business management and sales since 1984. Secure Asset Management primarily serves individual clients, providing personalized financial planning, discretionary investment management, and pension consulting for retirement plans. The firm employs a range of investment strategies guided by written policies and periodic reviews, often utilizing third-party money managers and managing held-away employer accounts through third-party platforms.

Kim Ha Nguyen is a CFP® professional with 26 years of industry experience. She is currently with Arax Advisory Partners and has held prior roles at U.S. Capital Wealth Advisors, LLC, and USCA Securities LLC. Outside of advisory work, she serves as co-trustee of a family trust focused on estate planning. Arax Advisory Partners is an SEC-registered, multi-team wealth manager overseeing approximately $26.5 billion in assets and serving individuals, high-net-worth clients, family offices, institutions, and retirement plans. The firm employs a combination of internal portfolio management, third-party models, and tailored asset allocation, with notable use of performance-based fee arrangements and carried interest structures for qualified investors.

Kyle Fritz is a financial advisor at Symphony Financial, Ltd. Co. in Houston, TX, with eight years of industry experience. He holds Series 63 and Series 65 designations and has worked at several firms including Sheets Smith Investment Management and The Private Bank at Bank of America. Outside of advising, Fritz tutors exam material for securities licensing exams. Symphony Financial serves individuals, trusts, estates, charitable organizations, and business entities through discretionary portfolio management, financial planning, and consulting. The firm offers multi-family office services and tailors portfolios using a long-term investment approach combining fundamental and technical analysis.

Glenda Toon is a financial advisor with LPL Financial in El Paso, TX, holding a Series 66 designation and over 25 years of industry experience. She has worked at LPL Financial since 2004 and operates Symphony Financial, Ltd. Co., an independent registered investment advisory firm. She also serves as Vice President on the board of the High Noon Chapter of Business Networking International. LPL Financial serves a diverse client base including individual investors, retirement plans, banks, charities, and high-net-worth households. The firm offers a broad range of advisory and brokerage services supported by an in-house research team and a flexible platform that accommodates various investment models and client needs.

Matthew Knauss is a financial advisor with Sunbelt Securities, Inc. in Houston, TX, holding a Series 66 designation and 15 years of industry experience. He has been with Sunbelt Securities since 2011. Outside of his advisory work, he is a silent equity owner of a non-investment-related business, Pamco. Sunbelt Securities, Inc. serves individual and institutional clients, including high-net-worth individuals, offering investment advisory and related services through a network of representatives. The firm provides various approaches to portfolio management, including discretionary wrap-fee programs and standalone financial planning.

George Crosby, Jr. is a financial advisor at Eagle Global Advisors LLC with 19 years of industry experience. He holds a Series 65 designation and has been with Eagle Global Advisors since 2006. 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 strategies across various asset classes including equities, fixed income, energy, and scarcity-focused investments.

Samuel Lawhon is a financial advisor with Larson Financial Group, LLC, holding a Series 66 designation and seven years of industry experience. He has worked at LPL Financial and Intrua Financial LLC since 2019 and previously spent five years in the landscaping industry. Outside of Larson Financial Group, he serves as a research assistant for Intrua Financial LLC and is the Director of Investments for Freedom Wealth Alliance. Larson Financial Group provides financial planning, portfolio management, and retirement-plan consulting to individuals, trusts, corporations, nonprofits, and pension plans, with a focus on doctors and related businesses. The firm employs both strategic and tactical investment approaches, utilizing model portfolios, discretionary programs, and third-party money managers, supported by AI-assisted research tools alongside human review.

Larissa Poindexter is a financial advisor with Arax Advisory Partners in Houston, TX, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. Her career includes 16 years at Oppenheimer and more recent roles at U.S. Capital Wealth Advisors and USCA Securities. Arax Advisory Partners is an SEC-registered, multi-team wealth manager overseeing approximately $26.5 billion in assets through a team of over 200 advisors. The firm serves individuals, high-net-worth clients, family offices, institutions, and retirement plans, employing a combination of internal portfolio management, third-party models, and tailored asset allocation to meet client objectives.

Justin Tyger is a financial advisor with Symphony Financial, Ltd. Co. in Houston, TX. He holds a Series 65 designation and has experience with NextMed Reviews, LLC and Airrosti Rehab Centers, LLC alongside his advisory role. Symphony Financial provides services to individuals, trusts, estates, charitable organizations, and business entities, offering discretionary portfolio management, financial planning, and multi-family office solutions. The firm employs a long-term investment approach using a range of investment vehicles and coordinates comprehensive family office services with external specialists.

Rex Hinshaw is a financial advisor with Momentum Independent Network Inc. in Houston, TX, holding a Series 63 designation and bringing 40 years of industry experience. He has been with Momentum Independent Network since 2015. Outside of his advisory role, he serves as executor for family estates without compensation. Momentum Independent Network serves a diverse client base including individual, high-net-worth, charitable, corporate, institutional, and banking/thrift clients, offering investment advisory programs, managed accounts, financial planning, and brokerage services. The firm utilizes a platform model with third-party managers and Envestnet for portfolio management and integrates with Hilltop affiliates for municipal bond strategies and cash management solutions.