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.

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.

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 at BBVA Global Wealth Advisors, Inc. based in Houston, TX. He holds Series 65 and Series 66 licenses and joined BBVA Global Wealth Advisors in 2026. His prior experience includes roles at Banco del Bajio and BBVA Mexico. BBVA Global Wealth Advisors, Inc. serves individuals, high-net-worth clients, businesses, and family offices by providing portfolio advisory, wrap fee programs, and access to model and third-party investment portfolios. The firm uses a risk-profile-driven approach that incorporates BBVA S.A.’s research and a variety of investment products, conducting regular reviews and rebalancing.

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.

Alba Sandoval is a financial advisor at Arax Advisory Partners in Houston, TX, holding a Series 66 designation with eight years of industry experience. Prior to joining Arax in 2026, she worked at U.S. Capital Wealth Advisors and Ontada LLC, where she is currently employed as a Customer Engagement Manager in an oncology data science and technology business. Arax Advisory Partners serves a diverse client base including individuals, high-net-worth clients, family offices, institutions, and businesses. The firm offers comprehensive wealth management and advisory services with a fiduciary approach, utilizing a combination of in-house portfolio teams, external managers, traditional and alternative investments, and AI-supported research and analytics.

James Snelson is a financial advisor with Americana Partners, LLC in Houston, TX, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments and Morgan Stanley. Outside of advising, he is a partner in Hometown Hats LLC, a retail and online store, and serves as a pastor at Mid-Cities Community Church in Midland, Texas. 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 tolerances and objectives, utilizing a range of investment vehicles and technology platforms, and manages multiple private pooled investment vehicles for accredited investors.

David Cox is a financial advisor with Verity Asset Management in Houston, TX, holding Series 63 and Series 65 licenses with five years of industry experience. His career includes roles at Verity Asset Management and Sterling National Financial Group. Outside of his advisory work, he sells indexed annuities and reviews accounts with current clients through a contractor role at Teacher's Pension DBA Sterling National Financial Group. Verity Asset Management is a multi-team SEC-registered firm managing approximately $1.15 billion for a diverse client base including individuals, retirement plan sponsors, institutional clients, and other advisers. The firm’s investment approach is model-based, utilizing tactical asset allocation across multiple asset classes and employing both internally managed and externally sourced strategies while offering portfolio management, consulting, and sub-advisory services.

John Carlisle is a financial advisor at Americana Partners, LLC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Jefferies LLC and Morgan Stanley & Co. Incorporated. Outside of his advisory role, he is a member and owner of Five Pesos Partners LLC, a ticket brokerage business. 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 according to client risk tolerances and objectives, utilizing a range of investment vehicles and third-party managers, and manages multiple private pooled investment vehicles for qualified investors.