James Armstrong is a financial advisor with Symphony Financial, Ltd. Co. in Houston, TX, holding two years of industry experience. Prior to joining Symphony Financial, he worked in education for over 25 years at West Hardin County CISD and Little Cypress-Mauriceville CISD. Symphony Financial 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 and offers a multi-family office service model addressing a broad range of family financial needs.

Jason Lee is a financial advisor with World Equity Group, Inc. in Houston, TX, holding Series 63 and Series 65 licenses with 10 years of industry experience. He has been with World Equity Group since 2017 and previously worked in the fitness and wellness sector. Outside of his advisory role, Lee volunteers as a podcast host for the Economic Alliance of the Houston Port Region and serves as President Elect of the M&A Forum, a Houston-based professional networking organization. World Equity Group, Inc. provides fee-based investment advisory and financial planning services to individuals, including high-net-worth clients, as well as various institutional entities. The firm offers managed portfolios through its wrap-fee programs and combines discretionary portfolio management with financial planning and third-party money manager access.

David Underwood Jr. Jr. is a financial advisor at Chilton Capital Management LLC in Houston, TX, holding Series 63 and Series 65 credentials with 18 years of industry experience. He has worked at Chilton Capital Management and its predecessor firm since 2003. Outside of his advisory role, he serves as a director in a family business involved in the oil industry. Chilton Capital Management provides discretionary portfolio and wealth management services to individuals, high-net-worth clients, pooled vehicles, and institutional accounts, employing a fundamental, bottom-up research approach focused on long-term capital growth and income. The firm integrates financial planning and offers ERISA 3(21) fiduciary services, along with managing and sub-advising registered investment companies.

Elridge Bollich is a financial advisor at Symphony Financial, Ltd. Co. in Houston, TX, with 58 years of industry experience. He holds a Series 63 designation and has previously worked at Ameriprise Financial Services, Inc. and LPL Financial, LLC. 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 multi-family office services alongside traditional portfolio management.

Riccardo Signorelli is a financial advisor with Sunbelt Securities, Inc. in Houston, TX, holding Series 65 and Series 63 licenses and bringing eight years of industry experience. His career includes positions at Lavaca Capital LLC and ongoing leadership roles in non-investment businesses such as technology services and consulting through The Woodlands Analytics and RS Energia. Sunbelt Securities, Inc. provides investment advisory and related services to individual, high-net-worth, and institutional clients through a network of investment adviser representatives, offering a range of portfolio management strategies and financial planning services tailored to client objectives.

Robert Dishman is a financial advisor with Sunbelt Securities, Inc. in Houston, TX, holding a Series 66 designation and 13 years of industry experience. He previously worked at Morgan Stanley for nine years before joining Sunbelt Securities in 2023. Outside of his advisory role, he is involved in providing fixed life insurance, annuities, group medical insurance, life settlements, and estate planning services through Charles W. Rawl & Associates, LLC. Sunbelt Securities, Inc. offers investment advisory and related services to individual and institutional clients through a network of representatives. The firm supports a variety of investment approaches and discretionary portfolio management within its wrap-fee program, while also providing standalone financial planning and referrals to third-party money managers.

Oscar Mancineiras is a financial advisor at BBVA Global Wealth Advisors, Inc. in Houston, TX, holding a Series 65 designation. He has prior experience at Texas First Bank and has held roles at the University of Houston, Houston Methodist, ATP, and Olivet Nazarene University. BBVA Global Wealth Advisors, Inc. provides investment advisory services to individuals, high-net-worth clients, businesses, and family offices. The firm uses strategic and tactical asset allocation informed by BBVA S.A.’s fund research and third-party resources, offering a mix of mutual funds, ETFs, UCITS, structured products, and individual securities.

Geordie Hrdlicka is a CFP® professional with 29 years of industry experience, currently affiliated with ValMark Advisers, Inc. and Verde Wealth Group, LLC since 2010. His prior experience includes roles at Hornor, Townsend & Kent, LLC and 1717 Capital Management Company. He serves on the advisory board of the University of Houston WGSS Women's Center as a volunteer. ValMark Advisers provides investment advisory and financial planning services to individual and high-net-worth investors, retirement plan sponsors, and institutional clients. The firm employs a diversified, goal-based investment approach using proprietary and third-party platforms, with oversight from an investment committee and integration of third-party manager programs and strategic portfolios.

Irving Reyna is a CFP® and holds a Series 66 license, with 11 years of industry experience. He has worked at Linscomb & Williams Inc. since 2018, following roles at RBC Capital Markets and Hilltop Securities Inc. prior to that. Reyna is based in Houston, TX. Linscomb Wealth provides wealth planning, portfolio management, and investment consulting to individuals, high-net-worth clients, trusts, foundations, and retirement plans. The firm offers family office services and retirement-plan fiduciary consulting, constructing portfolios with customized investment strategies and ongoing reviews.

Yona Reaux is a Series 66-credentialed financial advisor at Arax Advisory Partners with 19 years of industry experience. Prior to joining Arax Advisory Partners, Yona worked at U.S. Capital Wealth Advisors, LLC and RBC Capital Markets Corporation. Outside of advisory work, Yona is involved with YoRo Capital LLC, a non-investment related business focused on vehicle and property rentals. Arax Advisory Partners offers 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 fiduciary approach using in-house and external portfolio managers, model portfolios, and a mix of traditional and alternative investments, supported by AI tools and third-party analytics.

Idania Reyes is a financial advisor at Arax Advisory Partners with 22 years of industry experience. She holds a Series 66 designation and has worked previously at UBS Financial Services and U.S. Capital Wealth Advisors. Outside of her advisory role, Reyes serves as secretary for a Spanish restaurant group. Arax Advisory Partners offers wealth management and advisory services to a diverse client base, including individuals, high-net-worth clients, family offices, institutions, and businesses. The firm employs both in-house and external portfolio managers and integrates traditional and alternative investments, supporting its services with AI tools and third-party analytics.

William Busch is a CFP® with 18 years of industry experience. He is currently with Americana Partners, LLC, where he has worked since 2019, and previously spent ten years at Morgan Stanley. His other business activities include serving as an insurance agent through Americana Partners Planning Strategies. 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 customizes portfolios using a variety of investment vehicles and integrates alternative investments, third-party managers, and held-away assets into client strategies.

Thomas Carman is a CFP® and holds a Series 66 license, with 14 years of experience in the financial advisory industry. He is currently with Arax Advisory Partners and previously worked at U.S. Capital Wealth Advisors, 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 offers portfolio management, financial planning, retirement plan consulting, private fund advisory, and employs a range of traditional and alternative investments supported by AI tools and third-party analytics.

Fatina Benjamin is a financial advisor with Americana Partners, LLC in Houston, TX, holding Series 63 and Series 66 licenses and 19 years of industry experience. She previously worked at Morgan Stanley and Morgan Stanley Smith Barney for over a decade before joining Americana Partners and Purshe Kaplan Sterling Investments in 2019. She is a member of the Schwab Client Experience Panel, providing feedback to enhance Schwab’s products and services. Americana Partners offers financial planning, consulting, and discretionary investment and wealth management services to individuals, trusts, estates, charitable organizations, and business entities, including high-net-worth and ultra-high-net-worth international clients. The firm customizes portfolios across a range of investment types and manages multiple private pooled investment vehicles for accredited investors.

Tamara Dupont is a financial advisor at Americana Partners, LLC in Houston, TX, holding a Series 66 designation with 20 years of industry experience. Her prior experience includes roles at Merrill Lynch, Bank of America, and Purshe Kaplan Sterling Investments. Americana Partners provides financial planning, consulting, and discretionary investment and wealth management services to individuals—including high-net-worth and ultra-high-net-worth international clients—as well as 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 third-party managers, and serves as adviser to multiple private pooled investment vehicles.

Richard Chamberlain is a CFP® with 28 years of industry experience, currently serving as an advisor at Sunbelt Securities, Inc. since 2011. He also operates Chamberlain Financial Services and maintains a separate CPA public accounting practice. Chamberlain serves as Treasurer on the board of the Jasper Higher Education Foundation. Sunbelt Securities, Inc. provides investment advisory and related services to individual and institutional clients through a network of advisers, offering portfolio management, financial planning, and access to third-party money managers with a flexible investment approach.

Robert Stillwell is a financial advisor at Americana Partners, LLC in Houston, TX, holding Series 63 and Series 65 licenses with four years of industry experience. Prior to joining Americana Partners, he worked at Cadre Energy, Amplify Energy, and Memorial Production Partners. Americana Partners provides financial planning, consulting, and discretionary investment and wealth management services to individuals, trusts, estates, charitable organizations, and business entities. The firm offers tailored portfolios that incorporate a wide range of investment vehicles and serves as investment manager or adviser to multiple unregistered private pooled investment vehicles for accredited investors.

Reagan Newton is a financial advisor at Symphony Financial, Ltd. Co. with four years of industry experience. He holds a Series 65 credential and previously worked at McAdam LLC and several other organizations in various roles. Newton is also involved with MCADAM LLC and Acropolis Capital Partners in investment-related capacities. Symphony Financial provides discretionary portfolio management, financial planning, and consulting services to individuals, trusts, estates, charitable organizations, and business entities. The firm offers a long-term investment approach tailored to client needs and a broad multi-family office platform that includes financial coordination, specialty lending, and liquidity-event planning.

Mark Vuskov is a financial advisor with Independent Solutions Wealth Management, LLC in Houston, TX, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He worked at NEXT Financial Group, Inc for 12 years and Visionary Asset Management for 6 years prior to joining his current firm in 2026. Independent Solutions Wealth Management LLC is an SEC-registered advisory firm serving individuals, high-net-worth clients, corporate pension and profit-sharing plans, and trusts. The firm focuses on strategic asset allocation and manager selection through an in-house due diligence process, offering services such as mutual fund, ETF and stock portfolio management, tactical portfolio strategies, and third-party manager selection.

Coby Culpepper is a financial advisor at Foundations Investment Advisors LLC with nine years of industry experience. He holds a Series 66 designation and has worked at Edward Jones, AE Wealth Management, and Impact Partners Financial, where he also engages in insurance sales. Foundations Investment Advisors LLC provides financial planning and portfolio management to individuals, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm utilizes a combination of fundamental, technical, and cyclical analysis alongside model portfolios and an asymmetric rebalancing approach.