John Rossi is a financial advisor at Prospera Financial Services, Inc. with 19 years of industry experience. He holds the Series 66 designation and has worked previously at UBS Financial Services and Morgan Stanley. Outside of his advisory work, Rossi serves as treasurer for a nonprofit PAC opposing a local housing project and is also treasurer for his son's high school dads club. Prospera Financial Services, Inc. is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering financial planning, portfolio management, and access to multiple advisory programs and platforms.

Gabriel Berger is a financial advisor at Stephens with 10 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Oppenheimer & Co. Inc and Sanford C. Bernstein & Co, LLC. He serves on the Board of Governors of Touro University in an advisory role focused on alumni events. Stephens is a multi-team investment adviser with approximately 243 advisors and $18 billion in assets under management, serving individuals, retirement plans, foundations, corporations, and institutional clients. The firm offers a range of advisory and brokerage services, combining bottom-up equity research with committee-driven asset allocation and managing both discretionary and non-discretionary portfolios.

Anthony Griffin is a financial advisor with Symphony Financial, Ltd. Co. in Houston, TX, holding a Series 66 designation and nine years of industry experience. He previously worked at Edward Jones and has been affiliated with LPL Financial since 2017. Griffin has an ownership interest in a wealth management entity operating alongside his advisory role. Symphony Financial serves individuals, trusts, estates, charitable organizations, and business entities, offering discretionary portfolio management, financial planning, and multi-family office services. The firm employs a long-term investment philosophy combining fundamental and technical analysis, tailoring portfolios with a broad range of investment vehicles and coordinating comprehensive family office engagements with outside specialists.

Bobby Lamb is a Certified Financial Planner™ (CFP®) with 28 years of industry experience. He is currently with Forvis Mazars Wealth Advisors, LLC and has held prior roles at FORVIS Wealth Advisors, BKD Wealth Advisors, Crossmark Global Investments, Capstone Financial Solutions, and Securities America Advisors. Forvis Mazars Wealth Advisors serves individuals, families, retirement plans, institutions, and nonprofit organizations with financial planning, investment management, and consulting services. The firm uses a customized investment approach combining active and passive strategies, emphasizing diversification, cost control, and long-term discipline, and operates as a subsidiary of a national accounting and professional services firm.

Mark Magee is a financial advisor with intrua Financial in Houston, TX, holding Series 63 and Series 66 designations and 22 years of industry experience. He has been with intrua Financial and LPL Financial since 2016. Magee operates a business entity named True Blue Enterprises for tax and investment purposes and is affiliated with Wrinkle Gardner and Company, participating in a CPA affiliate program. Intrua Financial is an SEC-registered multi-team advisory firm managing approximately $1.75 billion in regulatory assets with 37 advisors. The firm serves individuals, high-net-worth clients, trusts, foundations, and employer-sponsored retirement plans, offering asset management, financial planning, and retirement plan advisory services using a blend of fundamental analysis, modern portfolio theory, and technical analysis.

John Perez is a CFP® professional with 19 years of industry experience, currently serving as a financial advisor at Altitude Capital Management LLC since 2024. His prior roles include positions at The Vanguard Group and various financial services firms. Outside of advisory work, he owns DJ Mean Gene, a retail and service business providing disc jockey services for events. Altitude Capital Management LLC offers investment advisory and financial planning services primarily to individuals and high net worth clients. The firm employs a range of investment strategies tailored to client objectives and maintains managed account programs with discretionary assets under management of $103.6 million.

Stephen Tolbert is a financial advisor with Arax Advisory Partners in Houston, TX, holding a Series 63 designation and 35 years of industry experience. His prior roles include positions at UBS Financial Services, Morgan Stanley, and U.S. Capital Wealth Advisors. 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 mix of in-house portfolio teams, independent managers, and alternative investments, complemented by AI tools and third-party analytics.

Laura Genung is a financial advisor with Chilton Capital Management LLC in Houston, TX, holding a Series 65 designation and 20 years of industry experience. She has worked at Chilton Capital Management, LP since 2005 and previously at Chilton Capital Management Advisors, Inc. from 2007 to 2012. 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 approach with dedicated investment strategies and offers additional trustee and fiduciary services through its affiliated trust company.

H Roggen is a financial advisor with OneSeven in Houston, TX, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. His prior roles include positions at Apollon Wealth Management, Raymond James Financial, and UBS Financial Services. Outside of advisory work, he is a partner in L Roggen Travel, a small business unrelated to investments. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, offering discretionary portfolio management, financial planning, and consulting. The firm employs a primarily long-term investment approach with diversified portfolios and access to alternatives and third-party strategies.

Michael Hardison Jr. is a financial advisor at Stephens with 26 years of industry experience. He holds a Series 66 designation and has worked previously at Morgan Stanley, Citigroup Global Markets, and Legg Mason Wood Walker. He has been with Stephens since 2014. Stephens is a multi-team investment adviser with approximately 243 advisors and $18 billion in assets under management, serving individuals, retirement plans, foundations, corporations, and institutional clients. The firm offers a range of advisory, brokerage, investment banking, and custodial services, combining bottom-up equity research with committee-driven asset allocation and fixed-income management.

Lauren Rich is a financial advisor with Linscomb Wealth, Inc. in Houston, TX, holding the CFP® and Series 66 designations and bringing 15 years of industry experience. She has been with Linscomb & Williams since 2011, following a year at Monroe Vos Consulting, Inc. Linscomb Wealth provides comprehensive wealth planning, portfolio management, and investment consulting to individual, high-net-worth, and ultra-high-net-worth clients, as well as trusts, foundations, and retirement plans. The firm emphasizes customized portfolio construction and ongoing management, working with a team and an internal Investment Committee to address client goals, tax considerations, and liquidity needs.

Jon Hur is a financial advisor at Sunbelt Securities, Inc. in Houston, TX, holding a Series 66 designation with one year of industry experience. Prior to joining Sunbelt Securities, he worked in consulting staffing and serves in the United States Navy Reserve, a role he has maintained since 2001. Outside of his advisory work, Hur is involved in income tax preparation through Thorn Financial Group LLC. Sunbelt Securities, Inc. provides investment advisory and related services to individual and institutional clients through a network of representatives, offering financial planning, a wrap-fee program, and referrals to third-party money managers. The firm employs various investment strategies and allows advisers discretionary authority within its programs.

Robert Burnam is a financial advisor with BOK Financial Private Wealth, Inc. in Houston, TX, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. His work history includes roles at Cavanal Hill Investment Management, Inc., BOK Financial Asset Management, Inc., BOKF, NA, and BOK Financial Securities, Inc. BOK Financial Private Wealth, Inc. provides investment management, wealth advisory, and financial planning services to high-net-worth individuals, trusts, estates, and other entities. The firm uses a team-based investment approach integrating research from BOKF, NA’s Strategic Investment Advisors group, and offers diversified portfolios often including sub-advisors like Cavanal Hill Investment Management.

Phillip Hamman is a CFP® and CFA® with 14 years of industry experience. He has been with Linscomb Wealth, Inc. since 2013. Linscomb Wealth provides comprehensive wealth planning and investment management services to individuals, families, trusts, charitable organizations, retirement plans, and other entities. The firm’s investment approach combines discretionary portfolio management with ongoing planning, utilizing customized investment policy statements and diversified portfolios overseen by an Investment Committee.

Paul Brown is a financial advisor with Gradient Advisors, LLC, holding Series 63 and Series 65 licenses and nine years of industry experience. He is also the owner of Titan Tax Advisors, a tax preparation business in Webster, Texas, which provides tax services and hosts seminars and speaking engagements. His prior work includes roles at RMD Financial and Titan Tax Advisors. Gradient Advisors, LLC offers investment management, financial planning, and consulting services to a diverse client base including individuals, retirement plans, trusts, estates, charitable organizations, and corporations. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, employing a largely non-discretionary model backed by various analytical tools and affiliated relationships.

Patrick Chevalier III is a financial advisor with Simplicity Wealth, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Edward Jones and RWM Capital, LLC. Chevalier also operates Chevalier Wealth & Associates, providing insurance and annuity solutions as an independent insurance agent. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, corporate and institutional investors, and other financial firms. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, offering portfolio management and managed account services alongside technology and operational support for advisors.

Jack Repa is a financial advisor with Frost Investment Services, holding Series 63 and Series 66 licenses and with 30 years of industry experience. He has worked at Frost Investment Services and Frost Brokerage Services, Inc. since 2022, and previously spent eight years with GFS Advisors, LLC and Global Financial Services, LLC. Frost Investment Services advises individual clients, including high-net-worth households, as well as corporate and business clients, providing investment advisory and portfolio management services. The firm combines enterprise-scale operations with a banking institution affiliation, overseeing approximately $3.7 billion in client assets across its team of advisors.

Lucas Veldhuis is a CFP® with seven years of industry experience, currently serving at The Mather Group, LLC. His prior experience includes roles at Linscomb & Williams, Pathstone, and Cornerstone Advisors, Inc. Before entering financial services, he worked at the Alaska Conservation Foundation for three years. The Mather Group primarily serves high-net-worth individuals, family offices, trusts, corporations, and other entities, offering integrated financial planning, investment management, tax and estate planning guidance, and family office services. The firm uses an evidence-based investment approach with multiple risk-based models and customization options such as direct indexing and ESG portfolios.

Mayobanex Martinez is a financial advisor at Insigneo Advisory Services, LLC with 18 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at CITIGROUP for 11 years. Martinez is a board member and 26% owner of Space City Fulfillment LLC, a micro-fulfillment and last mile delivery service that is currently not operating. Insigneo Advisory Services, LLC provides investment advisory and portfolio management to individuals, corporations, trusts, and institutional clients, including banking and thrift institutions. The firm offers customized allocations supported by firm-modeled portfolios and third-party research, with investment options spanning equities, fixed income, commodities, REITs, alternative investments, and private placements.

Elisa Fierro is a CFP® with eight years of industry experience, currently serving as a financial advisor at The Mather Group, LLC since 2020. Prior to joining The Mather Group, she worked at Ellevest and Manske Wealth Management. The Mather Group primarily serves high-net-worth individuals, family offices, trusts, and corporations, offering comprehensive financial planning, investment management, tax and estate planning, and family office services. The firm employs an evidence-based investment approach with customizable portfolio options and integrates AI and machine-learning tools to support market data analysis and client communications.