Ryan Ringuet is a financial advisor at Arax Advisory Partners with 21 years of industry experience. He holds a Series 66 designation and has worked at UBS Financial Services, USCA Securities LLC, and U.S. Capital Wealth Advisors. 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 discretionary and non-discretionary portfolio management, comprehensive financial planning, and private fund advisory, utilizing both in-house and external portfolio teams along with a mix of traditional and alternative investments.

Andrew Kulha is a CFP® and Series 65-licensed advisor at Mission Wealth Management, LP with eight years of industry experience. He has worked at several firms, including Mariner Wealth Advisors and Patriot Wealth Management, before joining Mission Wealth Management in 2022. Mission Wealth Management serves high-net-worth individuals, families, and institutional clients by providing wealth management, financial planning, investment management, and related consulting services. The firm employs a “total picture” approach that integrates investment management with tax, trust, legacy, philanthropy, and risk planning, tailoring portfolios with a mix of internal and third-party management.

Patrick Buckley is a financial advisor with Sunbelt Securities, Inc. in Houston, TX, holding a Series 65 designation and four years of industry experience. Prior to joining Sunbelt Securities, he worked at Saxon Interests, Inc. for three years and has been involved with Harper & Pearson Company PC for over a decade, serving as a technical consultant for the accounting firm. Sunbelt Securities serves a diverse client base including individual investors, charitable organizations, and corporate clients, managing approximately $2.0 billion in assets. The firm provides portfolio management, financial planning, and consulting services primarily through its network of investment advisor representatives.

Gaylord Chase Jr. is a financial advisor with Sunbelt Securities, Inc. in Jasper, TX, holding a Series 66 designation and bringing 23 years of industry experience. He has been with Sunbelt Securities since 2011. Outside of his advisory role, he serves on the boards of the Lamar Planned Giving Committee, the Art Museum of Southeast Texas, and Texas SportPac, organizations focused on college fundraising, the arts, and wildlife conservation respectively. 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, financial planning, and consulting services, with advice delivered at the individual advisor level and a focus on discretionary management.

Tuan Nguyen is a financial advisor at Huntleigh Advisors, Inc. in Houston, TX, holding Series 63 and Series 65 licenses with 30 years of industry experience. His prior work includes roles at Raymond James And Associates, Hilltop Securities, Morgan Keegan & Company, LLC, and several other firms. Huntleigh Advisors serves individual clients, small businesses, charities, trusts, estates, and employer retirement plans, offering discretionary and non-discretionary asset management alongside specialized strategies such as its MindShare small- and micro-cap program. The firm combines fundamental, technical, cyclical, and quantitative analysis in its portfolio approaches and provides both model and customized management options.

Karlee Davis is a financial advisor at Willis Johnson Wealth in Houston, TX, holding a Series 65 credential with one year of industry experience. Her prior roles include positions at Tolleson Wealth Management and Helmerich & Payne, as well as a three-year period at Texas A&M University. Willis Johnson Wealth offers comprehensive financial planning and investment management primarily for corporate professionals, executives, and high-net-worth individuals and their families. The firm employs an evidence-based, tax-aware investment approach with diversified strategies and provides in-house tax services and access to private market investments.

Leopold Lueddemann is a financial advisor at Mission Wealth Management, LP in Houston, TX. He holds a Series 65 designation and has been with Mission Wealth since 2025. His prior experience includes roles at Deloitte Consulting LLP and Markham Group, as well as a background as a student at George Washington University. Mission Wealth Management serves high-net-worth individuals, families, and institutional clients including pension plans, endowments, and charitable organizations. The firm offers comprehensive wealth management and personalized financial planning, integrating investment management with tax, trust, legacy, philanthropy, and risk planning through a “total picture” approach.

Garry Martin is a financial advisor with Symphony Financial, Ltd. Co. in Houston, TX, holding a Series 63 designation and bringing 41 years of industry experience. Prior to joining Symphony Financial and LPL Financial in 2026, he spent over 20 years with Raymond James Financial Services and three years at A. G. Edwards & Sons, Inc. Outside of his advisory role, Martin is involved in business ventures including ownership interests in Micro Racing and JD Engineering and a partnership position at PJ Sports Bar. 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 employs a long-term investment approach using a variety of securities and independent managers, providing comprehensive solutions including ERISA 3(21) fiduciary services and coordination with outside specialists.

Ziliang Liu is a financial advisor at Willis Johnson Wealth in Houston, TX. He holds a Series 65 designation and began his advisory career in 2026. Prior to joining Willis Johnson Wealth, Liu attended Baylor University and Southern Methodist University and worked briefly with Deloitte China Beijing and AWS Shenzhen. Willis Johnson Wealth provides comprehensive financial planning and investment management primarily for corporate professionals, executives, and high-net-worth individuals. The firm employs an evidence-based, tax-aware investment approach focused on diversification, low-cost implementation, and systematic rebalancing, alongside tailored strategies including private-market investments and structured protection models.

Joshua Hall is a CFP® professional with nine years of experience in the financial services industry. He is currently with Parallel Advisors, LLC and has prior experience at Clarus Wealth Group, Sentinel Trust Company, and Wells Fargo Advisors. Parallel Advisors serves individuals, business entities, retirement plans, trusts, estates, and charitable organizations with discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a multi-strategy investment approach that includes fixed income, mutual funds, ETFs, independent managers, and options strategies, supported by technology platforms for portfolio management and tax-efficient rebalancing.

Nicholas Erwin is a CFP®-credentialed financial advisor with 22 years of industry experience, currently serving at Arax Advisory Partners. His career includes roles at UBS Financial Services and RBC Capital Markets, as well as over a decade at USCA Securities LLC. Erwin is based in Houston, TX. Arax Advisory Partners provides wealth management and advisory services to individuals, high-net-worth clients, family offices, institutions, and businesses. The firm employs a fiduciary approach utilizing both internal portfolio teams and external managers across traditional and alternative investments.

Javier Parada is a financial advisor at CORDA Investment Management, LLC with 18 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Fidelity Investments for 17 years before joining CORDA in 2024. CORDA Investment Management is a multi-team registered investment adviser managing approximately $2.0 billion in client assets for about 1,359 clients. The firm offers discretionary portfolio management and integrated financial planning to individuals, including high-net-worth clients, and provides pension consulting, tax preparation, and estate-planning document services.

Kerry Rigdon is a financial advisor with Sunbelt Securities, Inc. in Houston, TX, holding Series 63 and Series 65 credentials and over 40 years of industry experience. He has worked at McPherson & Mayberry Personal Wealth Management and WFG Advisors, LP. Outside of advising, he has experience as an independent insurance agent and has been involved in estate planning services. Sunbelt Securities provides investment advisory and related services to individual, high-net-worth, and institutional clients through a network of representatives who offer portfolio management, financial planning, and referrals to third-party money managers using varied investment strategies.

Michelle Roberts is a financial advisor at Symphony Financial, Ltd. Co. with four years of industry experience. She holds the Series 65 credential and previously worked at Retirement Planners of America. She is also the sole proprietor of Vantage Point Test Prep, an exam preparation and tutoring business that she continues to own but does not actively manage. Symphony Financial serves individuals, trusts, estates, charitable organizations, and business entities through discretionary portfolio management, financial planning, and consulting. The firm offers a broad multi-family office platform and applies a long-term investment philosophy using a range of investment vehicles tailored to client needs.

Davis Rushing is a financial advisor at Arax Advisory Partners with 20 years of industry experience. He holds a Series 66 designation and has worked at firms including UBS Financial Services and U.S. Capital Wealth Advisors. Outside of his advisory role, Mr. Rushing serves on the board of directors for the Generation Park Management District and is involved in acting and modeling through his own production company and agency. Arax Advisory Partners provides wealth management and advisory services to individual, high-net-worth, institutional, and business clients. The firm offers portfolio management, financial planning, retirement plan consulting, private fund advisory, and a wrap fee program, managing accounts on a fiduciary basis with a mix of traditional and alternative investments supported by AI tools and third-party analytics.

John Going is a CFP® with 27 years of experience in the financial industry. He is currently with The AmeriFlex Group and Cambridge Investment Research, Inc., having previously worked at Lincoln Financial Securities Corporation and Provident Mutual. Outside of his advisory work, he is a member of the band Hero Pup, where he plays piano and guitar and writes music. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates. The firm offers portfolio management, financial planning, third-party money manager selection, and retirement plan consulting, providing customized strategies through various asset allocation models and discretionary or non-discretionary management options.

Melvin Jacobs is a financial advisor at Sunbelt Securities, Inc. in Houston, TX, holding Series 63 and Series 65 credentials with 41 years of industry experience. His prior roles include positions at Bank of America, Merrill, and UBS Financial Services. Outside of his advisory work, he is involved in entrepreneurial ventures including ownership and management roles in boat and yacht charter businesses. Sunbelt Securities, Inc. provides investment advisory and related services to individual and institutional clients through a network of investment adviser representatives. The firm offers a variety of investment approaches and solutions, including a wrap-fee program, standalone financial planning, and access to third-party money managers.

John Asta Jr. is a financial advisor at Gateway Wealth Partners, LLC with 20 years of industry experience. He holds a Series 66 designation and has worked previously at Raymond James & Associates, Elevation Advisory Partners, LLC, and Silver Oak Securities. Outside of his advisory roles, he serves as a mentor to college students through the Villanova University Mentor Program. Gateway Wealth Partners is a registered investment adviser serving individuals, corporations, and retirement plans. The firm offers financial planning, wealth management, and retirement plan consulting services, typically using a mix of low-cost mutual funds, ETFs, individual securities, and independent managers while employing both fundamental and technical analysis.

Marty Harari is a financial advisor at Sunbelt Securities, Inc. in Houston, TX, holding Series 63 and Series 65 licenses with 56 years of industry experience. His career includes roles at WFG Advisors, Inc. and The (Wilson) Williams Financial Group. He is involved with the North Texas Advisory Group, a general financial services advisory group formed by branch members under Sunbelt Securities. Sunbelt Securities serves a diverse client base including individual investors, charitable organizations, and corporate clients, managing approximately $2.0 billion across several thousand relationships. The firm provides portfolio management, written financial planning, and third-party money manager referrals, with advice and portfolio construction delivered at the individual advisor level.

Mindy Abraham is a financial advisor at Avidian Wealth Solutions in Houston, TX, holding a Series 65 credential. She has been with Avidian since 2024 and previously worked at Willis Johnson & Associates and the University of Houston. Avidian Wealth Solutions provides investment management, financial planning, and related advisory services to individuals, families, retirement plans, corporations, trusts, and institutional clients. The firm uses a combination of managed model solutions and customized portfolios, includes alternative investments in its offerings, and maintains active roles in pooled and private funds management.