Kamela Scarbeck is a financial advisor with TIP Group LLC in Houston, TX, holding a Series 65 credential and beginning her industry experience in 2022. She has worked at TIP Group LLC, The Fitzpatrick Group, Opes One, and Arpege, LLC. Outside of advising, she is the CEO and founder of Arpege, LLC, a business providing private music lessons and recital planning. TIP Group LLC offers portfolio management and financial planning services to individuals, high-net-worth clients, and business entities, using a combination of fundamental analysis, modern portfolio theory, and technical analysis to guide investment decisions.

Felipe Sanchez Alcocer is a financial advisor at Alterna Wealth Management, Inc. with two years of industry experience. Prior to joining Alterna, he worked for Actinver Grupo Financiero for seventeen years. He is a licensed insurance agent offering life insurance policies on a limited basis. Alterna Wealth Management provides investment advisory and portfolio management services to individuals, high-net-worth clients, trusts, estates, institutions, and charitable organizations. The firm employs a disciplined, global approach to asset allocation using dynamic models and a combination of quantitative analysis, technical methods, and an in-house trading desk.

James Mooney is a financial advisor at Autumn Lane Advisors, LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at Point 72 / Everpoint, Carlson Capital, and Phoenix Natural Resources. Starting in 2024, he is a limited partner and minority owner general partner of a real estate investment limited liability company, Ivie Lane Partners LLC, but does not receive revenue or devote time to this role. Autumn Lane Advisors serves high-net-worth individuals and family offices, providing discretionary wealth management, non-discretionary investment consulting, and advisory services to private investment funds. The firm employs a family-office style approach with customized asset allocations and manages over $1 billion for a small client base, including multiple private funds with disclosed governance measures.

Alison Mills is a CFP® and Series 65-registered advisor at Trinity Legacy Partners, LLC with seven years of industry experience. She has been with Trinity Legacy Partners since 2018 and previously worked at Bank of Texas and Peachtree Capital. Alison also has experience in academia, having worked at the University of Houston Bauer College of Business and the University of South Carolina. Trinity Legacy Partners is a fee-only, SEC-registered advisory firm managing approximately $521 million in client assets. The firm serves individuals, high-net-worth clients, trusts, estates, corporations, and charitable organizations, offering discretionary asset management, financial planning, and retirement-plan consulting.

William Hurt is a financial advisor with Arax Advisory Partners in Houston, TX, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His prior roles include positions at U.S. Capital Wealth Advisors, LLC and USCA Securities LLC. Arax Advisory Partners is a multi-team SEC-registered wealth manager overseeing approximately $26.5 billion in regulatory assets. The firm serves individuals, high-net-worth clients, family offices, institutions, and retirement plans using a combination of internal portfolio management, third-party models, and tailored asset allocation strategies.

Zachary Rawl is a financial advisor with Sunbelt Securities, Inc. in Houston, TX. He holds Series 63 and Series 65 designations and has five years of industry experience, previously working at N.I.S. Financial Services Inc and National Western Life. Outside of his advisory role, he is involved with Charles W. Rawl & Associates, LLC, which provides insurance and estate planning services. 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 discretionary portfolio management, standalone financial planning, and referrals to third-party money managers.

Jake Walton is a financial advisor at Americana Partners, LLC with five years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Syntal Capital Partners, LLC and Axa Advisors, LLC. Outside of his advisory role, he manages a sole-proprietorship focused on property management. Americana Partners provides financial planning, consulting, and discretionary investment and wealth management services to individuals, trusts, estates, charitable organizations, and business entities. The firm customizes portfolios based on client risk tolerance and objectives, utilizing a range of investment vehicles and technology platforms, and serves as adviser to multiple private pooled investment vehicles for qualified investors.

Benjamin Le Boeuf is a financial advisor at Avidian Wealth Solutions with one year of industry experience. He holds a Series 66 designation and previously worked at Sanctuary Advisors LLC and Sanctuary Securities, Inc. from 2023 to 2025, and has experience in educational and healthcare institutions. Avidian Wealth Solutions is an SEC-registered advisory firm serving individuals, high-net-worth families, businesses, retirement plans, and institutional clients with investment management, financial planning, and fiduciary advisory services. The firm employs primarily model-based managed solutions supplemented by sub-advisors and separately managed accounts, and it also acts as a fund sponsor and sub-adviser, offering a range of fund, insurance, and consulting services.

Melissa Hoffman is a financial advisor at Capital Analysts with nine years of industry experience. She holds Series 63 and Series 65 credentials and has worked with Lincoln Investment and Dearborn & Creggs. Outside of her advisory role, she coaches for Fort Bend Master Swimming, serves on the Board of Directors for the Fort Bend Chamber of Commerce, and volunteers as a committee member and captain for the Houston Marathon. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, and charitable organizations. The firm offers portfolio management and retirement-plan advice through both discretionary and non-discretionary investment management, supported by an in-house research team and third-party managers.

Neal Wadley is a CFP® professional with seven years of industry experience, currently serving at Linscomb Wealth, Inc. since 2022. His prior experience includes roles at BMO Wealth Management, Westwood Advisors, Westwood Trust, and Tolleson Wealth Management. 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 combines customized policy statements and diversified portfolios managed through a blend of active and passive strategies, supported by an Investment Committee.

Gil Beer is a financial advisor with Arax Advisory Partners, holding the Series 66 designation and bringing 20 years of industry experience. His prior roles include five years at U.S. Capital Wealth Advisors, LLC, and ongoing involvement since 2011 with USCA Securities LLC and USCA RIA LLC. He is also a managing member and 50% owner of GBJB LLC, an investment-related family LLC. Arax Advisory Partners is an SEC-registered multi-team wealth manager with over 200 advisors overseeing approximately $26.5 billion in regulatory assets. The firm serves individuals, high-net-worth clients, family offices, institutions, and retirement plans, offering a range of services including portfolio management, financial planning, and retirement plan consulting, utilizing a combination of internal and external investment management strategies.

Raymond Miller is a CFP®-certified financial advisor with 44 years of industry experience, currently serving at Sunbelt Securities, Inc. in Houston, TX since 2009. He holds Series 63 and Series 65 licenses. Outside of his advisory role, he is involved as a member in a technology investment entity. Sunbelt Securities serves a diverse client base, including individual investors, charitable organizations, and corporate clients, managing approximately $2.0 billion in assets. The firm provides portfolio management, financial planning, and access to third-party money managers, with advisory services delivered through a network of investment adviser representatives.

Jesse Brown is a CFP® with 17 years of industry experience, currently serving at Mariner Independent. His prior roles include positions at Rolling Hills Advisors, Royal Alliance Associates, SES Inc., Seia LLC, and Sii. He is also involved in insurance sales, offering fixed insurance products in addition to his advisory work. Mariner Independent provides investment advisory, financial planning, and consulting services to a diverse client base including individuals, trusts, charitable organizations, corporations, and employer-sponsored retirement plans. The firm offers portfolio management, access to model portfolios and third-party managers, and specialized services for retirement plan sponsors through a platform integrated with institutional resources and sub-advisory relationships.

Peter Nett is a CFP® professional with 23 years of industry experience. He is currently with Hilltop Securities Inc., where he has worked since 2022, following a 17-year tenure at Ameriprise Financial Services, Inc. He holds the Series 66 license and is based in The Woodlands, TX. Hilltop Securities Inc. provides brokerage, execution, clearing, custody, investment advisory, and retirement-plan consulting services to a diverse client base including individuals, corporations, nonprofits, and institutions. The firm operates an open-architecture platform offering a variety of adviser-managed and model-based programs, with distinctive features such as municipal bond strategies co-advised by Franklin Templeton and custody capabilities uncommon among enterprise advisers.

Michael Ricciardi is a financial advisor at BBVA Global Wealth Advisors, Inc. in Houston, TX, with 13 years of industry experience. His prior roles include positions at Vector Global WMG, Citigroup, and Banco Nacional de México. Outside of his advisory work, he is a director at Phat Ducky Enterprises LLC, a company involved in property remodeling and flipping. BBVA Global Wealth Advisors, Inc. provides investment advisory services to individuals, high-net-worth clients, businesses, and family offices, utilizing a range of investment products and a risk-profile-driven approach supported by BBVA S.A.’s fund research and third-party resources.

Nichole Carr is a financial advisor with Symphony Financial, Ltd. Co. in Houston, TX, holding a Series 66 designation and one year of industry experience. She previously worked at Sanctuary Securities, Inc. for six years and has experience with nonprofit organizations and youth services. 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, retirement account management, and coordinates comprehensive engagements involving tax, legal, and banking specialists.

Timothy Lootens is a financial advisor at Chilton Capital Management LLC in Houston, TX, holding a Series 65 designation with 21 years of industry experience. He has been with Chilton Capital Management and its predecessor entities since 2007. 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 across various dedicated strategies and offers integrated financial planning and limited-scope ERISA 3(21) fiduciary services.

Lindsey Boettigheimer is a financial advisor with intrua Financial based in Saint Louis, MO, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. Her prior work includes roles at LPL Financial LLC, Larson Financial, Tiaa, and SCOTTRADE, Inc. She provides administrative support to intrua Financial, an independent investment advisory firm. Intrua Financial offers 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 develop customized asset allocations and manages approximately $1.76 billion in client assets.

Eleanor Cooke is a financial advisor at Mission Wealth Management, LP with 32 years of industry experience. She holds Series 63 and Series 65 designations and has previously worked at The Leaders Group Inc, First Heartland Capital Inc, and Houston Advantage Insurance Brokerage. Mission Wealth Management is a multi-team advisory firm that serves affluent individuals, families, and institutional clients with customized wealth management, financial planning, and portfolio management services. The firm employs long-term strategies across various asset classes and offers services including tax-aware trading, cross-border planning, and ERISA retirement plan fiduciary oversight.

Chad Mabry is a financial advisor with Sunbelt Securities, Inc. in Houston, TX, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. His previous roles include positions at Munich Re Trading LLC, Weild & Co, Entoro Capital, LLC, Entoro Securities, LLC, and FBR Capital Markets & Co. 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 access to third-party money managers.