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® and Series 63 licensed advisor with 28 years of industry experience. He is affiliated with ValMark Advisers, Inc. and operates Verde Wealth Group, LLC, a financial planning firm. He serves on the advisory board of the University of Houston WGSS Women's Center as a volunteer. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services to individuals, plan sponsors, and institutional clients through a network of approximately 280 investment advisory representatives. The firm utilizes diversified, goal-based model portfolios primarily featuring mutual funds, ETFs, and third-party managers, and offers services including fee-based planning, retirement consulting, and sub-advisory solutions.

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.

Stephen Mcbride is a financial advisor with Sunbelt Securities, Inc. in Houston, TX, holding Series 63 and Series 66 licenses and bringing 40 years of industry experience. He has been with Sunbelt Securities since 2004. Sunbelt Securities serves a diverse client base including individual investors, high-net-worth clients, charitable organizations, and corporate/business clients. The firm manages approximately $2.0 billion across several thousand client relationships, offering portfolio management, written financial planning, and referrals to third-party money managers through a network of investment adviser representatives.

Mark Monroe is a financial advisor at Americana Partners, LLC with seven years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley Private Bank, N.A. and Cornerstone Global Commodities. Outside of his advisory work, Monroe manages a rental property in Houston, Texas. 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 and offers access to a range of investment vehicles, including private pooled investment funds for accredited investors.

Michael Lewis is a financial advisor at Sunbelt Securities, Inc. with 14 years of industry experience. He holds the Series 66 designation and has worked at Sunbelt Securities since 2016 and Thorn Financial Group since 2008. Outside of his advisory role, he is involved in tax consulting through Thorn Financial Group. Sunbelt Securities, Inc. offers investment advisory and related services to individual and institutional clients through a network of investment adviser representatives. The firm provides customized portfolio management and financial planning, employing various investment strategies without requiring a uniform model across advisers.

Joshua Mcmillan is a financial advisor at Symphony Financial, Ltd. Co. with six years of industry experience. He holds the Series 66 designation and has worked at firms including LPL Financial, Equitable Advisors, and AXA Advisors. Prior to his financial services career, he was employed at T-Mobile for five years. 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 framework and offers a multi-family office service model that coordinates a broad range of family financial needs through outside providers.

Elizabeth Pappas is a CFP® professional with five years of industry experience, currently serving as an advisor at Linscomb Wealth, Inc. in Houston, TX. Her prior roles include positions at Avalon Wealth Management LLC, Corient Services LLC, and KPMG LLP. Linscomb Wealth provides comprehensive wealth planning and investment management to individuals, families, trusts, charitable organizations, and retirement plans, integrating discretionary portfolio management with ongoing planning. The firm’s investment process uses customized policy statements and diversified portfolios that blend active and passive strategies, managed with attention to client-specific factors.

Gonzalo Alonso is a CFP®-certified financial advisor at Eagle Global Advisors LLC with 11 years of industry experience. He previously worked at Fidelity Investments and E*TRADE Capital Management, among other firms. Gonzalo is based in Houston, TX. Eagle Global Advisors manages discretionary portfolios for individual and institutional clients using a quantitative multi-factor screening process combined with fundamental, top-down, and bottom-up analysis. The firm sponsors and manages private pooled funds, serves as a sub-advisor to mutual funds and ETFs, and provides research and model portfolio recommendations to other advisers.

Harry Coussou Jr. is a financial advisor at Royal Fund Management, LLC in Houston, TX, holding Series 63 and Series 65 licenses with 26 years of industry experience. His career includes roles at AE Wealth Management, Safe Harbor Estate & Retirement Planners, Horter Investment Management, Principal Financial Services, and 1717 Capital Management Company. He is also a licensed insurance agent with a history of selling annuities and life insurance. Royal Fund Management serves individual investors, corporations, and retirement plans by providing portfolio management, financial planning, pension consulting, and 401(k) advice. The firm uses a range of investment strategies tailored to client risk tolerance and offers both discretionary management and held-away account services.