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® professional at Eagle Global Advisors LLC with 11 years of industry experience. He previously worked at Fidelity Investments for six years and at E*TRADE Capital Management and E*TRADE Securities for four years each. Eagle Global Advisors manages discretionary portfolios for individual and institutional clients, including retirement plans, trusts, endowments, and investment companies. The firm uses a quantitative multi-factor screening process combined with fundamental analysis to construct a diverse range of portfolios and serves as a sponsor and manager of private pooled funds as well as a sub-advisor to mutual funds and ETFs.

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.

Amber Walker is a financial advisor with Symphony Financial, Ltd. Co. in Houston, TX, holding a Series 66 designation and three years of industry experience. She has been with Symphony Financial and LPL Financial LLC since 2012. Outside of her advisory role, Amber is a commissioned notary public in the State of Texas. Symphony Financial, Ltd. Co. offers 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 that combines fundamental and technical analysis and provides a multi-family office offering alongside traditional portfolio management and retirement-plan services.

Jean Malo is a CFA® charterholder with 21 years of industry experience. He has worked at Americana Partners, LLC since 2021 and previously held roles at Avalon Investment & Advisory and Actelion Ltd. He is based in Houston, TX. 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 portfolio management across a range of investment products and serves multiple unregistered private pooled investment vehicles for qualified investors.

Craig Lang is a financial advisor with Stephens in Houston, TX, holding Series 63 and Series 65 licenses and bringing 56 years of industry experience. He has worked at Stephens since 2014 and previously spent four years at Morgan Stanley. Stephens is a multi-team investment adviser with approximately 243 advisors and $18 billion in assets under management, serving individuals including high-net-worth clients, retirement plans, foundations, corporations, and other institutional clients. The firm offers both discretionary and non-discretionary management across various wrap and advisory programs, combining bottom-up equity research with committee-driven asset allocation and fixed-income management.

Timothy Grassman is a financial advisor at Symphony Financial, Ltd. Co. in Houston, TX, holding a Series 63 designation with seven years of industry experience. He has been with Symphony Financial since 2018 and also works as an airline pilot for United Airlines, a role he has held since 2006. Additionally, he has an ownership interest in Results Broadcasting, a family business in radio broadcasting. 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 and offers a range of portfolio solutions tailored to client objectives, including a multi-family office service model.

Alan Olson is a financial advisor at Royal Fund Management, LLC in Houston, TX, holding Series 63 and Series 65 licenses with 18 years of industry experience. He has been with Royal Fund Management since 2014 and has also been self-employed since 1998, primarily working as an insurance agent outside of investment-related activities. Royal Fund Management serves individual investors, corporations, and retirement plans by providing portfolio management, financial planning, and pension consulting. The firm constructs tailored portfolios based on documented risk tolerance using a variety of strategies and offers both discretionary and held-away advice through multiple platforms.

Charles Jimerson Jr. is a financial advisor at Sunbelt Securities, Inc. in Houston, TX, holding a Series 63 designation and bringing 39 years of industry experience. His prior work includes 14 years at WFG Advisors, LP and 17 years at WFG Investments, Inc. He is also associated with North Texas Advisory Group, a general financial services business operating under Sunbelt Securities. Sunbelt Securities, Inc. offers investment advisory and related services to individual and institutional clients through a network of representatives. The firm employs various investment strategies and provides programs including wrap-fee portfolios, standalone financial planning, and referrals to third-party money managers.

Marissa Amar is a CFP® affiliated with Linscomb Wealth, Inc. in Houston, TX, with three years of industry experience. Her prior roles include positions at Spire Outsourcing and the USDA Agricultural Research Services, as well as academic experience at Texas A&M University and Kingwood High School. Linscomb Wealth provides comprehensive wealth planning and investment management services to individuals, families, trusts, charitable organizations, retirement plans, and other entities. The firm employs a customized investment process overseen by an Investment Committee, offering diversified portfolios managed on a discretionary basis and tailored to client-specific factors.

Damian Aldridge is a CFP® and holds a Series 65 license, with eight years of experience in the financial industry. He is affiliated with Northwest Asset Management and also works part-time as a Design Consultant for Aldridge Electric, an electrical engineering and contracting company. In this role, he revises signal design documents for a project in the New York/New Jersey area. Northwest Asset Management is a registered investment adviser managing approximately $3.6 billion for nearly 3,000 clients, including individuals, pension plans, charities, and corporations. The firm offers a range of services such as investment management, retirement and financial planning, and ERISA consulting, employing a fiduciary, customized approach that incorporates Modern Portfolio Theory and strategic asset allocation.

Alan Hawkins is a financial advisor with intrua Financial in Houston, TX, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with intrua Financial since 2015 and has also worked at LPL Financial LLC since 2011. Hawkins is a Texas notary public. Intrua Financial provides investment advisory and portfolio management, comprehensive financial planning, and retirement-plan advisory services for individuals, high-net-worth clients, trusts, foundations, small businesses, and plan sponsors. The firm combines fundamental analysis, modern portfolio theory, and technical and cyclical analysis to create customized asset allocations and investment policy statements, offering both discretionary and non-discretionary management along with access to third-party managers and wrap programs.

Gregory Lavergne is a financial advisor with Arax Advisory Partners in Houston, TX, holding Series 63 and Series 65 licenses and having 36 years of industry experience. His prior roles include positions at UBS Financial Services and U.S. Capital Wealth Advisors. He is also associated with USCA Securities, LLC as a registered representative. Arax Advisory Partners serves a diverse client base including individuals, high-net-worth clients, family offices, institutions, and businesses. The firm offers comprehensive wealth management services utilizing both traditional and alternative investments, supported by in-house and external portfolio teams, and employs advanced analytics and AI tools in its investment process.

Frank Wozencraft is a CFA® charterholder with 24 years of industry experience. He has been with Chilton Capital Management LLC since 2018 and previously worked at Texan Capital Management, Inc. for 17 years. Chilton Capital Management provides discretionary portfolio management and advisory services to a diverse client base, including individual and institutional investors. The firm employs sector-specialized teams using a fundamental, bottom-up research process and offers a variety of strategies, distinguishing itself with an affiliated trust company and a client base that includes insurance companies and investment company clients.

Adam Morrow is a financial advisor at The Fiduciary Alliance in Houston, TX, holding a Series 65 designation. He has experience spanning multiple roles since 2016, including positions at Morgan Stanley and his own Morrow Wealth Advisory Group. The Fiduciary Alliance serves individuals, including high-net-worth clients, as well as retirement plans and other investment advisers, providing investment management and comprehensive financial planning services. The firm employs a combination of fundamental, technical, cyclical, and charting analysis and may use third-party managers in portfolio implementation.

Charles Bailey Jr is a financial advisor at Americana Partners, LLC with 15 years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley and Purshe Kaplan Sterling Investments. Outside of his advisory role, he is also an agent involved in the sale of fixed and traditional insurance products. Americana Partners provides financial planning, consulting, 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 offers tailored portfolio management using a diverse range of investment vehicles and employs technology partners to support its implementation process.