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 at Stephens since 2014. His prior experience includes roles at Morgan Stanley, Citigroup Global Markets, and Legg Mason Wood Walker, Incorporated. Stephens provides investment advisory and wealth management services to a diverse client base, including individual investors, pension plans, foundations, corporations, and government entities. The firm employs multiple investment committees and programs, combining bottom-up security selection with top-down fixed-income management, supported by an integrated broker-dealer and investment banking platform.

Lauren Rich is a CFP® professional with 14 years of experience in the financial industry. She has been with Linscomb Wealth, Inc. since 2011. Lauren holds a Series 66 license and is based in Houston, TX. Linscomb Wealth provides comprehensive wealth planning and investment management to a diverse client base, including high-net-worth individuals, families, trusts, charitable organizations, and retirement plans. The firm’s investment approach involves customized policy statements and diversified portfolios managed on a discretionary basis, integrating both active and passive strategies.

Jon Hur is a financial advisor at Sunbelt Securities, Inc. with one year of industry experience. He holds a Series 66 designation and has a background that includes military service in the United States Navy Reserve since 2001 and consulting staffing prior to joining Sunbelt Securities. Outside of his advisory role, he provides income tax preparation services and continues his military service. Sunbelt Securities, Inc. offers investment advisory and related services to individual, including high-net-worth, and institutional clients through a network of investment adviser representatives. The firm employs a variety of investment strategies and provides comprehensive portfolio management and financial planning services.

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.

Javier Villanueva is a financial advisor at BBVA Global Wealth Advisors, Inc. with three years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at UBS Financial Services Inc., Merrill, JV Global Capital, GlenMartin, Inc., and CitiBanamex, SA. BBVA Global Wealth Advisors serves individual and high-net-worth clients, businesses, and family offices primarily through portfolio advisory and wrap-fee programs. The firm emphasizes a non-discretionary investment approach that aligns each client’s risk profile with investment guides developed in coordination with BBVA S.A.’s Global Wealth Investment Committee, incorporating both strategic and tactical asset allocation.

Deborah Sopher is a financial advisor at Trek Financial in Bellaire, TX, with 30 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Trek Financial since 2010, with prior roles at World Equity Group and Purshe Kaplan Sterling Investments. Outside her work at Trek, she owns a group employee benefits firm, Strategic Benefits Solutions. Trek Financial serves individual and high-net-worth clients as well as institutional retirement plans, offering asset management, financial planning, and retirement-plan services. The firm employs a blend of strategic and tactical investment approaches, incorporating AI tools and a wide range of systematic and alternative strategies in portfolio management.

Brian Ching is a financial advisor at Arax Advisory Partners with seven years of industry experience. He holds a Series 66 designation and has worked previously at U.S. Capital Wealth Advisors, LLC. Outside of finance, Ching is involved in several non-investment ventures in Houston, including serving as an ambassador for the Major League Soccer team Houston Dynamo, and owning and managing multiple restaurant and bar operations. Arax Advisory Partners is a multi-team wealth manager overseeing approximately $26.5 billion in regulatory assets through over 200 advisors. The firm serves individuals, high-net-worth clients, family offices, institutions, and retirement plans, offering financial planning, portfolio management, and retirement plan consulting, and employs a combination of internal portfolio management, third-party models, and external manager relationships.

Caleb La Vergne is a financial advisor at Arax Advisory Partners in Houston, TX, holding a Series 66 designation. He has been in the industry for less than a year, with prior experience that includes roles at USCA Securities LLC, US Capital Advisors, and the University of Houston. Outside of financial services, he was involved with the Houston Dog Walking Club and Meadowlake Pet Resort. Arax Advisory Partners is a multi-team wealth manager overseeing approximately $26.5 billion in regulatory assets. The firm serves a broad client base including individuals, high-net-worth clients, family offices, institutions, and retirement plans, offering diverse services such as financial planning, portfolio management, retirement plan consulting, and advisory services to pooled private funds.

Wyatt Broome is a financial advisor with Foundations Investment Advisors LLC in Houston, TX, holding Series 63 and Series 65 designations and five years of industry experience. He previously worked at several firms including Fidelity Investments and Purshe Kaplan Sterling Investments. Broome is also an associate advisor engaged in insurance sales through Impact Partners Financial. Foundations Investment Advisors provides financial planning and portfolio management services to a diverse client base, including individuals, high-net-worth clients, retirement plans, and registered investment companies, utilizing a combination of fundamental, technical, and cyclical analysis within a large affiliated network.

Jennifer Marshall is a financial advisor at Chilton Capital Management LLC in Houston, TX, holding a Series 65 designation with two years of industry experience. She has been with Chilton Capital Management since 2020 and previously worked at Westwood Holdings Group, Inc. for 20 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 and a fundamental, bottom-up research process focused on long-term capital growth and income, offering a variety of investment strategies and serving clients such as insurance companies and registered investment companies.

Christopher Bourgeois is a financial advisor with World Equity Group, Inc. in Houston, TX, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His previous roles include positions at Raymond James Financial, Questar Asset Management, and Securian Financial Services. Outside of advisory work, he is a partner in a business consulting firm focused on executive retention and business transition. World Equity Group, Inc. provides fee-based investment advisory and financial planning services to a range of clients, including individuals, pension plans, trusts, and charitable organizations. The firm offers managed portfolios through its wrap-fee programs that combine discretionary portfolio management, financial planning, and access to third-party money managers.

Ana Salas is a CFP®-certified financial advisor with 25 years of industry experience, currently with intrua Financial. Her prior experience includes roles at Private Advisor Group, LPL Financial, and Concourse Financial Group Securities. She is based in Houston, TX. Intrua Financial is an SEC-registered multi-team advisory firm serving individuals, high-net-worth clients, trusts, foundations, and retirement plans. The firm employs a blend of fundamental, technical, and cyclical analysis to create customized investment strategies and provides a range of advisory and consulting services.