John Asta Jr. is a financial advisor at Gateway Wealth Partners, LLC with 20 years of industry experience. He holds a Series 66 designation and has worked previously at Raymond James & Associates, Elevation Advisory Partners, LLC, and Silver Oak Securities. Outside of his advisory roles, he serves as a mentor to college students through the Villanova University Mentor Program. Gateway Wealth Partners is a registered investment adviser serving individuals, corporations, and retirement plans. The firm offers financial planning, wealth management, and retirement plan consulting services, typically using a mix of low-cost mutual funds, ETFs, individual securities, and independent managers while employing both fundamental and technical analysis.

Marty Harari is a financial advisor at Sunbelt Securities, Inc. in Houston, TX, holding Series 63 and Series 65 licenses with 56 years of industry experience. His career includes roles at WFG Advisors, Inc. and The (Wilson) Williams Financial Group. He is involved with the North Texas Advisory Group, a general financial services advisory group formed by branch members under Sunbelt Securities. Sunbelt Securities serves a diverse client base including individual investors, charitable organizations, and corporate clients, managing approximately $2.0 billion across several thousand relationships. The firm provides portfolio management, written financial planning, and third-party money manager referrals, with advice and portfolio construction delivered at the individual advisor level.

Mindy Abraham is a financial advisor at Avidian Wealth Solutions in Houston, TX, holding a Series 65 credential. She has been with Avidian since 2024 and previously worked at Willis Johnson & Associates and the University of Houston. Avidian Wealth Solutions provides investment management, financial planning, and related advisory services to individuals, families, retirement plans, corporations, trusts, and institutional clients. The firm uses a combination of managed model solutions and customized portfolios, includes alternative investments in its offerings, and maintains active roles in pooled and private funds management.

Edward Randall IV is a financial advisor at Arax Advisory Partners in Houston, TX, with 27 years of industry experience. He holds Series 63, 65, and 66 licenses and has previously worked at UBS Financial Services and U.S. Capital Wealth Advisors. Outside of his advisory work, he serves on the board of directors for Dynamic Health Strategies, a non-investment-related organization. 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, and private fund advisory, employing both in-house teams and independent managers across traditional and alternative investments.

Makemma Wolff is a CFP® and Series 65-licensed advisor with Willis Johnson Wealth in Houston, TX, and has three years of industry experience. She has worked at several firms including Avion Wealth, Theory Planning Partners, and Brownlee Wealth Management. Prior to her advisory career, she held roles in education at Texas Tech University and local schools. Willis Johnson Wealth provides comprehensive financial planning and investment management for corporate professionals, executives, and high-net-worth individuals and their families. The firm uses an evidence-based, tax-aware investment approach focused on diversification, tax coordination, and low-cost implementation, supported by in-house CPA services and specialized model strategies.

Timothy Miller is a financial advisor with Symphony Financial, Ltd. Co. in Houston, TX, holding one year of industry experience. Prior to joining Symphony Financial, he has been affiliated with Texas Republic Capital Corporation since 2012. Symphony Financial serves individuals, trusts, estates, charitable organizations, and business entities by offering discretionary portfolio management, financial planning, and consulting services. The firm provides a broad range of multi-family office services and employs a long-term investment philosophy that combines fundamental and technical analysis.

Yerassyl Sundetbayev is a CFP® with six years of industry experience, currently serving as a financial advisor at Willis Johnson Wealth. His prior roles include positions at Ernst & Young LLP and military service in the U.S. Army and Army Reserve. He continues to serve in the U.S. Army Reserve while working in financial advising. Willis Johnson Wealth provides comprehensive financial planning and investment management primarily for corporate professionals, executives, and high-net-worth individuals. The firm employs an evidence-based, tax-aware investment approach and offers a range of model strategies and tailored solutions, supported by in-house tax services and private market investment options.

Jonathan Partridge is a financial advisor at Willis Johnson Wealth in Houston, TX, holding a Series 65 credential. He joined the firm in 2025 and has diverse prior experience across various industries, including healthcare and education. 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 with multiple model strategies and offers specialized services such as in-house CPA tax preparation and tailored investment solutions.

Pablo Ochoa is a financial advisor with Brighton Jones LLC in Houston, holding a Series 65 designation and one year of industry experience. Prior to joining Brighton Jones, he worked at Fisher Investments for four years and has a background including roles outside finance such as at El Bosque Mexican Restaurant. Brighton Jones provides wealth management and financial planning services to individual, high-net-worth, and family-office clients through multiple operating brands. The firm offers a whole-balance-sheet approach and discretionary portfolio management, along with access to affiliated private investment funds, trust services, and legal support.

Jeffrey Riley is a CERTIFIED FINANCIAL PLANNER™ professional with 15 years of industry experience. He is currently with Willis Johnson Wealth, where he has worked since 2025. Prior to that, he spent five years each at The Mather Group, LLC and PartnersInWealth, Inc. Willis Johnson Wealth serves corporate professionals, executives, and high-net-worth individuals and their families with comprehensive financial planning and investment management. The firm employs an evidence-based, tax-aware investment approach and offers specialized services including retirement planning, trust and estate planning, and access to private market investments.

Robert Muse is a financial advisor at Americana Partners, LLC with 26 years of industry experience. He holds Series 63 and Series 65 designations. His prior experience includes roles at Purshe Kaplan Sterling Investments, Energy Opportunities Capital Management, Piper Jaffray & Co., and Simmons & Company LTD. 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 clients’ risk tolerances and objectives, utilizing a range of investment vehicles and technology platforms, and serves as investment manager or adviser to multiple unregistered private pooled investment vehicles for qualified investors.

Gabriel Carbone is a financial advisor at Avidian Wealth Solutions in Houston, TX, holding a Series 65 designation with one year of industry experience. Prior to joining Avidian Wealth Solutions in 2026, he worked at Chilton Capital Management LLC from 2024 to 2026 and was affiliated with Thomas Howell Ferguson between 2015 and 2024. Avidian Wealth Solutions provides investment management, financial planning, and advisory services to individuals, families, retirement plans, pooled investment vehicles, corporations, trusts, and other institutional clients. The firm employs a combination of managed model solutions and customized portfolios, utilizing third-party sub-advisors and alternative investments, and maintains an active role with pooled and private funds.

Steven Neustaedter is a CFP® professional with 30 years of industry experience, currently serving at Creative Financial Designs, Inc. since 2013. His career includes roles at multiple financial firms such as Independent Financial Partners and LPL Financial. He is also involved in independent insurance sales outside of his primary advisory role. Creative Financial Designs serves a diverse range of clients including individual households, corporations, institutions, and employer retirement plans. The firm uses asset-class model allocations and risk objectives to structure portfolios and offers both discretionary and non-discretionary investment management alongside financial planning and modular consulting services.

Lavada Waters is a financial advisor at Arax Advisory Partners with 23 years of industry experience. She holds a Series 66 designation and has worked at several firms, including Merrill, UBS Financial Services, Purshe Kaplan Sterling Investments, and US Capital Wealth Advisors. Arax Advisory Partners provides wealth management and advisory services to individuals, high-net-worth clients, family offices, institutions, and businesses. The firm offers portfolio management, financial planning, retirement plan consulting, and private fund advisory, utilizing both internal portfolio teams and external managers with a mix of traditional and alternative investments.

Shay Scruggs is a financial advisor at Arax Advisory Partners with 26 years of industry experience. He holds a Series 66 designation and has worked previously at U.S. Capital Wealth, Rockefeller Financial, UBS Financial Services, Deutsche Bank Securities, and Merrill. Arax Advisory Partners offers wealth management and advisory services to individuals, high-net-worth clients, family offices, institutions, and businesses. The firm employs a fiduciary asset-based approach, utilizing internal portfolio teams, external managers, model portfolios, and a combination of traditional and alternative investments.

Shala Walker is a CFP® professional with 13 years of experience in the financial services industry. She is currently with Linscomb Wealth, Inc. in Houston, Texas, having joined the firm in 2026. Her prior experience includes roles at Foreside Financial Services, Mar Vista Investment Partners, Purshe Kaplan Sterling Investments, Stavis & Cohen Financial, Mercer Global Advisors, Morgan Stanley, and Fidelity. Linscomb Wealth provides comprehensive wealth planning, discretionary and non-discretionary portfolio management, and investment consulting to a range of clients including individuals, high-net-worth and ultra-high-net-worth clients, trusts, foundations, and retirement plans. The firm offers specialized family office services and retirement-plan fiduciary consulting, with investment strategies tailored through written policy statements and model asset-allocation portfolios.

Audrey Fersten is a financial advisor at Forvis Mazars Wealth Advisors, LLC in Houston, TX, holding the CFP® designation along with Series 63, 65, and 66 licenses. She has 16 years of industry experience, with previous roles at BKD Wealth Advisors, US Capital Advisors, and Bridgeway Capital Management. Her background also includes work with the Anti Defamation League. Forvis Mazars Wealth Advisors serves individuals, families, retirement plans, institutions, and nonprofit organizations, offering financial planning and investment management within an integrated service model connected to a national accounting and professional services firm. The firm emphasizes customized asset allocation, diversification, cost control, and combines active and passive strategies tailored to each client’s objectives and risk tolerance.

John Hemenway is a financial advisor with Regal Investment Advisors LLC in Houston, TX, holding Series 63 and Series 66 licenses and bringing 39 years of industry experience. His work history includes ten years at Legacy Portfolio Advisors, sixteen years at Next Financial Group Inc, and ongoing work since 1995 with LegalShield. He is also involved in insurance services through The Legacies Group and holds a mortgage origination license, though it is inactive. Regal Investment Advisors operates as LionShare, providing model portfolio implementation and discretionary investment management to unaffiliated advisers and their high-net-worth and corporate clients. The firm manages approximately $2.88 billion across proprietary and third-party strategies and offers trade execution, rebalancing, and overlay management within a sub-advisory platform serving a network of advisers rather than direct clients.

Jessica Banitt is a CFP® and holds a Series 65 license with nine years of industry experience. She has been with Linscomb and Williams Inc. since 2016. Linscomb Wealth provides comprehensive wealth planning, portfolio management, and investment consulting services to individual, high-net-worth, and ultra-high-net-worth clients, as well as trusts, foundations, and retirement plans. The firm utilizes written investment policy statements, model asset-allocation portfolios, and ongoing rebalancing, incorporating a range of securities and strategies tailored to client goals and needs.

Tyler Leal is a CFP® with five years of industry experience, currently with Willis Johnson Wealth in Houston, TX. He has worked at several firms including Corient Services LLC and Stavis & Cohen Private Wealth, LLC. Leal’s background also includes roles in education and the insurance industry. 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 and tailored solutions, supported by in-house CPA tax services.