Lee Porter is a financial advisor with Foundations Investment Advisors LLC, holding a Series 65 designation and one year of industry experience. Prior to joining Foundations in 2026, he worked at Vital Retirement Planners, Optimizely, Blizzard Entertainment, and Sprinklr. Foundations Investment Advisors provides financial planning and portfolio management to individual and high-net-worth clients, employer-sponsored retirement plans, and registered investment companies through a large network of affiliated offices. The firm uses a mix of fundamental, technical, and cyclical analysis alongside model portfolios and an asymmetric rebalancing strategy.

Leo Reichle is a financial advisor with Sunbelt Securities, Inc. in Houston, TX, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. Prior to joining Sunbelt in 2025, he worked at Oppenheimer & Co. Inc for seven years and Hilltop Independent Network for two years. Outside of his advisory work, he serves on the boards of the Texas Children's Cancer Center and Fore The Cure, where he is president. Sunbelt Securities, Inc. provides investment advisory and related services to individual and institutional clients through a network of representatives. The firm offers customized portfolio management, financial planning, and access to third-party money managers, employing various investment strategies without mandating a single uniform model across advisors.

Steven Russo is a financial advisor at Eagle Global Advisors LLC in Houston, TX, holding a Series 65 designation with 28 years of industry experience. He has been with Eagle Global Advisors since 1996. Eagle Global Advisors provides portfolio management services to individual investors, retirement plans, financial institutions, trusts, endowments, and investment companies. The firm employs a combination of top-down and bottom-up analysis using proprietary screening and quantitative models alongside fundamental research, managing discretionary portfolios across a range of asset classes including equities, fixed income, and alternative strategies.

Xianyuan Hoover is a CFA® charterholder and holds a Series 65 license with two years of industry experience. She has been with Willis Johnson Wealth since 2024, previously working seven years at Franklin Templeton Investment Management. Willis Johnson Wealth offers comprehensive financial planning and investment management services primarily to corporate professionals, executives, and high-net-worth individuals and their families. The firm employs an evidence-based, tax-aware investment approach and provides a range of model strategies alongside tailored solutions that include structured protection and private-market allocations.

Michael Stavar is a financial advisor with Chilton Capital Management LLC in Houston, TX, holding a Series 66 designation and 19 years of industry experience. He has been with Chilton Capital Management since 2011 and previously worked at OFI Global Institutional, Inc. from 2002 to 2007. Outside of his advisory role, Stavar is the CFO and minority owner of JMC Global, a logistics company. 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 focused on long-term capital growth and income, offering a range of dedicated strategies and integrating financial planning alongside ERISA 3(21) fiduciary services.

Nicholas Casanova is a CFP® and holds a Series 65 license, currently serving as a financial advisor at Willis Johnson Wealth in Houston, TX. He has one year of industry experience, including prior work at Oak Harvest Financial Group. Willis Johnson Wealth provides 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 and offers a range of model strategies alongside tailored solutions.

Roberta Fernandes is a financial advisor at BBVA Global Wealth Advisors, Inc. with 10 years of industry experience. She holds a Series 66 designation and has worked at firms including Morgan Stanley Private Bank, BTG Pactual, Valores Banistmo, Santander Securities, and Merrill. BBVA Global Wealth Advisors, Inc. serves individuals, high-net-worth clients, businesses, and family offices, offering portfolio advisory, wrap fee programs, and access to various model portfolios. The firm constructs investor risk profiles aligned with its investment guides, combining strategic and tactical asset allocation using both BBVA S.A.’s fund research and third-party resources.

Christopher Pham is a financial advisor at Sequent Planning, LLC with two years of industry experience. He holds Series 63 and Series 65 licenses and has been involved in the insurance industry through Futurity First Insurance Company since 2015. Outside of his advisory role, Pham is a partner at Noble Duke Ventures, a real estate investment firm, and previously partnered in The X-Ray Institute, where he taught certification classes and managed marketing. Sequent Planning, LLC, doing business as Futurity First Wealth Management, is an SEC-registered investment adviser serving individuals, retirement plan sponsors, businesses, and nonprofit organizations. The firm provides asset management and financial planning services through a network of advisers using a structured risk framework and diversified manager exposures.

Nicolas Knapik is a financial advisor at Avidian Wealth Solutions with 21 years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining Avidian Wealth Solutions in 2023, he was with RJ Capital for 11 years. Avidian Wealth Solutions provides investment management and financial planning services to individuals, families, retirement plans, corporations, and institutional clients. The firm utilizes managed model solutions and customized portfolios, incorporates alternative investments, and plays an active role as a sub-advisor and investment manager for pooled and private funds.

Kim Ha Nguyen is a CFP® professional with 26 years of experience in financial advising. She currently works at Arax Advisory Partners and has previously been affiliated with U.S. Capital Wealth Advisors, USCA Securities, USCA RIA, and UBS Financial Services. Outside of her advisory work, she serves as co-trustee of a family trust created for estate planning purposes. 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, retirement plan consulting, and private fund advisory, utilizing both in-house portfolio teams and external managers across traditional and alternative investments.

Larry Mahoney is a CFP® with 16 years of industry experience, currently serving as an advisor at Gradient Advisors, LLC since 2017. Prior to that, he worked at Tucker Asset Management and has operated his own financial practice since 1987. He is also involved with the American Financial Education Alliance as a chapter president, where he conducts educational seminars. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, offering a largely non-discretionary model with a focus on documenting client objectives and risk tolerance through various analytical tools.

Kyle Fritz is a financial advisor at Symphony Financial, Ltd. Co. in Houston, TX, with eight years of industry experience. He holds Series 63 and Series 65 designations and has worked at several firms including Sheets Smith Investment Management and The Private Bank at Bank of America. Outside of advising, Fritz tutors exam material for securities licensing exams. 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 tailors portfolios using a long-term investment approach combining fundamental and technical analysis.

Glenda Toon is a financial advisor with LPL Financial in El Paso, TX, holding a Series 66 designation and over 25 years of industry experience. She has worked at LPL Financial since 2004 and operates Symphony Financial, Ltd. Co., an independent registered investment advisory firm. She also serves as Vice President on the board of the High Noon Chapter of Business Networking International. LPL Financial serves a diverse client base including individual investors, retirement plans, banks, charities, and high-net-worth households. The firm offers a broad range of advisory and brokerage services supported by an in-house research team and a flexible platform that accommodates various investment models and client needs.

Mohammad Hameed is a financial advisor at Ally Invest Advisors with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at multiple firms including Mutual of Omaha Investor Services and Scottrade. Outside of financial advising, he is also active as a real estate agent with Exp Realty, LLC. Ally Invest Advisors provides discretionary portfolio management primarily to individual and high-net-worth clients through web-based and virtual solutions, offering ETF-based Robo Portfolios and personalized Financial Advisor-delivered advice using model portfolios based on Modern Portfolio Theory.

James Latimer Jr. is a financial advisor at Siebert AdvisorNXT, LLC, holding Series 63 and Series 65 licenses with 29 years of industry experience. His prior work includes roles at Stockcross Financial Services, Inc. and Tradestar Investments, Inc., and he has been affiliated with Fiserv Investor Services, Inc. for over two decades. Latimer splits his time evenly between Siebert AdvisorNXT and Muriel Siebert & Co., LLC, both under the Siebert Financial Corporation. Siebert AdvisorNXT serves individuals, high-net-worth clients, families, trusts, and business entities through investment supervisory services and managed programs. The firm utilizes a web-based platform and third-party managers to offer ETF/ETN-based allocations, fundamental and technical strategies, and sub-advised solutions, operating primarily within a wrap-fee structure.

Matthew Knauss is a financial advisor with Sunbelt Securities, Inc. in Houston, TX, holding a Series 66 designation and 15 years of industry experience. He has been with Sunbelt Securities since 2011. Outside of his advisory work, he is a silent equity owner of a non-investment-related business, Pamco. Sunbelt Securities, Inc. serves individual and institutional clients, including high-net-worth individuals, offering investment advisory and related services through a network of representatives. The firm provides various approaches to portfolio management, including discretionary wrap-fee programs and standalone financial planning.

George Crosby, Jr. is a financial advisor at Eagle Global Advisors LLC with 19 years of industry experience. He holds a Series 65 designation and has been with Eagle Global Advisors since 2006. Eagle Global Advisors provides portfolio management services to individual investors, retirement plans, financial institutions, trusts, endowments, and investment companies. The firm employs a combination of top-down and bottom-up analysis using proprietary quantitative models alongside fundamental research, managing discretionary strategies across various asset classes including equities, fixed income, energy, and scarcity-focused investments.

Samuel Lawhon is a Series 66-licensed financial advisor with Larson Financial Group, LLC, based in Houston, TX. He has seven years of industry experience, including roles at Intrua Financial LLC and LPL Financial LLC. Outside of Larson Financial Group, he serves as a Research Assistant at Intrua Financial LLC and as Director of Investments at Freedom Wealth Alliance. Larson Financial Group, LLC offers financial planning, portfolio management, and retirement-plan consulting to individuals, trusts, corporations, nonprofits, and pension plans, with a focus on doctors and related businesses. The firm uses a combination of model portfolios and custom discretionary programs that incorporate strategic and tactical approaches, alongside AI-assisted research tools and third-party manager oversight.

Lionel Kiki is a financial advisor with Avidian Wealth Solutions in Houston, TX, holding a Series 66 license and five years of industry experience. He has previously worked at UBS AG, Fidelity Investments, AllianceBernstein L.P., and D.A. Davidson & Co. Outside of his advisory role, Kiki is the CEO and founder of Kumo Park LLC, a clothing and streetwear business. Avidian Wealth Solutions provides investment management, financial planning, and advisory services to individuals, families, retirement plans, corporations, and institutional clients. The firm offers customized portfolios and managed model solutions, including alternative investments, and plays an active role in pooled and private funds as a sub-advisor and investment manager.

Larissa Poindexter is a financial advisor at Arax Advisory Partners with 41 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at firms including Oppenheimer, LPL Financial, Raymond James & Associates, and UBS Financial Services. 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 with a mix of traditional and alternative investments, supported by both in-house and external portfolio teams, and utilizes technology including AI tools and third-party analytics.