Jerry Judd is a Series 65-licensed financial advisor at Compass Financial Management LLC in Houston, TX, with one year of industry experience. Prior to joining Compass in 2026, he worked for Alcon Laboratories for 38 years and was retired for five years before starting his advisory career. Compass Financial Management LLC serves individual and high-net-worth clients, as well as pension and profit-sharing plans, offering discretionary investment management, retirement-plan consulting, and participant education. The firm employs a multi-advisor approach and utilizes various investment strategies, including individual equities, fixed income, mutual funds, ETFs, and both internal and third-party managed portfolios.

Kurt Cooperrider is a financial advisor at Chilton Capital Management LLC in Houston, TX, with 10 years of industry experience. He holds a Series 65 credential and has worked exclusively with Chilton Capital Management since 2013. 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 process focused on long-term growth and income, offering a range of dedicated strategies and fiduciary services, including a wholly owned affiliated trust company.

Jared Moore is a financial advisor at Symphony Financial, Ltd. Co. with one year of industry experience. He has previously worked at Texas Republic Capital Corp. since 2012. Symphony Financial provides discretionary portfolio management, financial planning, and consulting services to individuals, trusts, estates, charitable organizations, and business entities. The firm offers multi-family office services, third-party management arrangements, and self-directed retirement account management, employing a long-term investment philosophy that combines fundamental and technical analysis.

Michael Edwards is a financial advisor with LPL Financial in Houston, TX, holding a Series 66 designation and one year of industry experience. He has worked at LPL Financial since 2024 and provides administrative support to Symphony Financial Ltd. Co., an independent investment advisory firm. His background includes service in the Texas Army National Guard and roles in education and retail. LPL Financial offers advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm provides a range of investment solutions supported by an in-house research team and combines advisory operations with non-advisory product offerings such as insurance and credit services.

James Walker is a financial advisor with Sunbelt Securities, Inc. in Houston, TX, holding Series 63 and Series 66 credentials and 21 years of industry experience. His prior work includes roles at AWM Services LLC and Ascendant Advisors, where he also serves as a consultant. Sunbelt Securities manages approximately $2.0 billion across a diverse client base that includes individual investors, charitable organizations, and corporate clients. The firm offers portfolio management, financial planning, and consulting services through a network of investment adviser representatives.

Jeffrey Jaskol is a financial advisor with Summit Financial, LLC based in Houston, TX, holding Series 63 and Series 65 licenses with 43 years of industry experience. His career includes roles at TFS Securities, Inc., Acacia Life Insurance, Ameritas Life Insurance, and ownership of Jaskol Asset Advisors LLC dba The Jaskol Group. Outside of his advisory work, he is the founder of the Albert V. Jaskol Memorial Celebration, an annual charity event, and has served as past president of the American Cancer Society Tri-County board. Summit Financial, LLC is a multi-team SEC-registered advisory firm managing approximately $26.35 billion in assets for around 17,800 clients. The firm offers a combination of discretionary and consultative investment management, financial planning, and retirement plan advisory services, with a platform that includes third-party managers and held-away retirement account management.

Nicholas Perez is a financial advisor at Americana Partners, LLC with seven years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley, Bank of America, and Merrill Lynch. 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 manages multiple private pooled investment vehicles for qualified investors.

Patrick Mendenhall is a financial advisor with Arax Advisory Partners in Houston, TX, holding the Series 63 and Series 65 designations and over 43 years of industry experience. Prior to joining Arax Advisory Partners in 2026, he worked at U.S. Capital Wealth Advisors, UBS Financial Services, and other related firms. He serves as a trustee on the investment committee board of the OSU Foundation, a non-profit university foundation. Arax Advisory Partners provides wealth management and advisory services to individuals, family offices, institutions, and businesses. The firm manages accounts on a fiduciary basis using a variety of portfolio teams and investment strategies that include both traditional and alternative assets, and has grown through internal consolidation and acquisitions to a platform of over 200 advisors.

Jared Carlin is a financial advisor with Foundations Investment Advisors LLC, holding Series 65 and Series 66 licenses and having nine years of industry experience. Prior to his current role, he worked at AE Wealth Management, LLC, Carlin Financial Group, Altamarea Group, and other firms. He is also involved in insurance sales through Carlin Financial Group. Foundations Investment Advisors provides financial planning and portfolio management services to a diverse client base, utilizing a combination of fundamental, technical, and cyclical analysis alongside model portfolios and sub-advisory arrangements.

Christopher Knapp is a financial advisor at Robertson Stephens with 27 years of industry experience. He holds a Series 65 credential and has worked at Robertson Stephens Wealth Management since 2021, following prior roles at Collaboration Capital LLC and Perigon Wealth Management, LLC. Knapp serves on the board of The NextSeed Inc., a fintech company, and is a member of the general partner team of Marketplace Fund II, a venture capital fund. Robertson Stephens provides investment advisory services to individuals, families, trusts, family and multi-family offices, charitable organizations, and retirement and profit-sharing plans. The firm offers discretionary and non-discretionary portfolio management, consulting, and planning services, utilizing a range of investment tools including equities, fixed income, mutual funds, ETFs, options, and private funds.

Hogan Raycroft is a financial advisor with Larson Financial Group, LLC in Houston, TX. He holds a Series 66 credential and has two years of industry experience, including prior roles at LPL Financial, LLC and Intrua Financial. Larson Financial Group, LLC provides financial planning, portfolio management, and retirement-plan consulting services to individuals, trusts, corporations, nonprofits, and pension plans, with a focus on healthcare professionals and related businesses. The firm utilizes a combination of model portfolios and customized discretionary programs, employing both strategic and tactical investment approaches.

Gus Comiskey Jr. is a financial advisor with ValMark Advisers, Inc. in Houston, TX, holding Series 63 and Series 65 credentials and bringing 44 years of industry experience. He has been with ValMark Advisers since 2011 and with Valmark Securities since 2010. Comiskey serves as president of Comiskey Kaufman Consulting LLC, which focuses on personal and estate planning life insurance, and holds several non-compensated advisory positions with organizations such as the American Red Cross, MD Anderson Cancer Center, and local early childhood education initiatives. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services through a network of approximately 280 investment advisory representatives. The firm offers diversified, goal-based portfolios primarily using mutual funds, ETFs, and third-party managers, and maintains notable governance and economic relationships with insurance and ETF products.

Ronald Sauvageau is a CFP® with 25 years of industry experience, currently serving as an advisor at Intrua Financial since 2015. He has been affiliated with LPL Financial since 2009 and is involved in managing investment and financial planning activities. Outside of his advisory role, he operates Sauvageau Investment Group, LP and Sauvageau Management, LLC. Intrua Financial provides investment advisory, portfolio management, and retirement-plan consulting services for individuals, high-net-worth clients, trusts, foundations, small businesses, and plan sponsors. The firm employs a multifaceted investment approach combining fundamental analysis, modern portfolio theory, and technical analysis to tailor asset allocations and manages approximately $1.76 billion in client assets.

Sally Witt is a CFP® and ChFC® with 32 years of experience in the financial services industry. She has been with BFC Planning, Inc. since 2013 and also works with Securities Management & Research, Inc. Outside of her advisory role, Witt serves as vice president of the Council of Business Women and is involved with nonprofit efforts addressing homelessness and mental health, including founding the Hunter Landon Witt Foundation. BFC Planning, Inc. serves a diverse client base including individuals, corporations, banks, and trusts through a network of approximately 200 investment adviser representatives. The firm provides financial planning, portfolio management, and access to various advisory platforms, with investment strategies typically involving stocks, bonds, mutual funds, and ETFs.

Nicholas Ibanez is a CFP® and holds a Series 66 license, with nine years of industry experience. He has been with Linscomb Wealth, Inc. since 2013. Linscomb Wealth provides comprehensive wealth planning and investment management to individuals, families, trusts, charitable organizations, retirement plans, and other entities. The firm’s investment approach includes customized policy statements and diversified portfolios that blend active and passive strategies, managed on a discretionary basis with ongoing client-specific reviews.

Stephan Farber is a Series 66-licensed financial advisor with 22 years of industry experience. He currently works at Arax Advisory Partners and has held positions at U.S. Capital Wealth Advisors, Inscription Capital (dba Sound Post Capital), Raymond James & Associates, Deutsche Bank Securities, Merrill, and UBS Financial Services. Outside of his advisory work, Farber serves on the boards of MusicBridge and the Ojai Music Festival and is involved with Welligenc Inc. 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 a wrap fee program, using a combination of in-house teams, external managers, and alternative investments supported by AI tools and third-party analytics.

Sara Ferrell is a financial advisor at Trek Financial with 15 years of industry experience. She holds a Series 66 designation and has worked previously at firms including Concurrent Investment Advisors, Raymond James, Wells Fargo, Morgan Stanley, and Invesco. Trek Financial serves individual and high-net-worth clients as well as institutional retirement plans, offering discretionary and non-discretionary asset management, financial planning, and retirement-plan fiduciary services. The firm combines strategic and tactical portfolio construction with evidence-based models and fundamental analysis, providing a wide range of systematic strategies, alternative investment options, and direct indexing with tax-loss harvesting.

Carlos Carrillo Ferraez is a financial advisor with BBVA Global Wealth Advisors, Inc. He holds Series 65 and Series 66 licenses and has been with the firm since 2026. Carlos previously worked at Banco del Bajio and BBVA Mexico. BBVA Global Wealth Advisors, Inc. offers investment advisory services to individuals, high-net-worth clients, businesses, and family offices. The firm uses investor risk profiles to guide strategic and tactical asset allocation, utilizing a range of mutual funds, ETFs, UCITS, structured products, and individual securities.

Clayton Jarrell is a CFP® professional at Linscomb Wealth, Inc. in Houston, TX, with experience at firms including Goldman Sachs and Alliantgroup. He began his financial advisory career in 2024 after completing his education at the University of Kentucky. Linscomb Wealth provides wealth planning and investment management services to individuals, families, trusts, charitable organizations, and retirement plans, offering discretionary portfolio management and specialized family office services. The firm employs customized investment policies and diversified portfolios combining active and passive strategies, with oversight from an Investment Committee.

Aaron Salgado is a financial advisor with Arax Advisory Partners in Houston, TX, holding a Series 66 designation and one year of industry experience. His prior work includes roles at USCA Securities LLC, Thrivent Financial, Thrivent Investment Management Inc, and Invesco. Arax Advisory Partners offers wealth management and advisory services to individual and high-net-worth clients, family offices, institutions, and businesses. The firm utilizes a fiduciary approach with in-house portfolio teams, external managers, and a range of traditional and alternative investments, supported by AI tools and third-party analytics.