Paul Mc Cutchen is a financial advisor at Symphony Financial, Ltd. Co. in Houston, TX, with two years of industry experience. He has worked at Symphony Financial since 2024 and has additional business activities with 28 Gauge Realty and Armadillo Insurance. Symphony Financial, Ltd. Co. provides discretionary investment management, financial planning, and consulting services to individuals, trusts, estates, charitable organizations, and business entities. The firm manages approximately $1.09 billion in assets and uses a long-term investment approach that combines fundamental and technical analysis, tailoring portfolios to client risk profiles and objectives.

Brandon Woodard is a financial advisor with intrua Financial in Amarillo, TX, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His prior work includes roles at LPL Financial, Cetera Advisor Networks, and Pinnacle Financial Group. Outside of advising, he is involved with Hospice DME of Arizona and Woodard Properties, LLP. Intrua Financial provides investment advisory, portfolio management, and comprehensive financial planning services for individuals, high-net-worth clients, trusts, foundations, small businesses, and plan sponsors. The firm uses a combination of fundamental analysis, modern portfolio theory, and technical analysis to create customized asset allocations and offers both discretionary and non-discretionary management options.

Madison Kiani is a financial advisor at Corda Investment Management, LLC with three years of industry experience. Prior to joining Corda in 2025, Madison worked at Dimensional Fund Advisors from 2021 to 2025 and at Lincoln Wealth Management from 2017 to 2018. Madison holds a Series 66 designation. Corda Investment Management is a multi-team registered investment adviser managing approximately $2.0 billion in client assets for over 1,300 clients. The firm provides discretionary portfolio management and integrated financial planning services to individuals, including high-net-worth clients, as well as pension consulting and tax preparation. Corda employs a range of investment strategies including direct indexing, options strategies, and long/short approaches, and also offers in-house tax and estate-planning services through a referral network.

Miles Stackpool is a financial advisor at Americana Partners, LLC in Houston, TX, holding a Series 65 designation with seven years of industry experience. His prior roles include positions at Boulevard Family Wealth Services, Boulevard Insurance Strategies, CA Family Wealth LLC, Zehana LLC, and Citibank HK. 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.

Tiffany Taylor is a financial advisor at MissionSquare Retirement with 20 years of industry experience. She holds Series 66 and Series 63 licenses and has previously worked at Empower Financial Services and Trinity Portfolio Advisors, LLC. Outside of her advisory role, she serves as an ambassador for FASTer Way to Fat Loss, a weight loss program. MissionSquare Retirement serves state and local government employers, their employees, and certain non-profit entities by administering deferred compensation and qualified retirement plans. The firm offers plan administration, recordkeeping, education, and Guided Pathways Advisory Services, which include Managed Accounts and Fund Advice developed by Morningstar Investment Management.

Lauren Lindsay is a CFP® professional with 16 years of industry experience, currently serving at Savvy since 2026. Her prior roles include positions at Sanctuary Advisors LLC, Beacon Financial Planning of Cape Cod, Westwood, and Personal Financial Advisors, L.L.C. in Houston, TX. She is also the owner of Laurengad LLC, an operating entity for an investment advisory business. Savvy provides investment and financial planning services to individuals, trusts and estates, businesses, ERISA plan sponsors, and charitable organizations. The firm employs a primarily index-based, long-term investment approach supplemented by active equity portfolios and tax-aware direct indexing, utilizing third-party sub-advisers, fintech tools, and in-house tax and estate-planning support.

Robert Boswell is a CFP® with seven years of industry experience, currently serving as a financial advisor at Sunbelt Securities, Inc. in Houston, TX. His prior work includes roles at Avidian Wealth Solutions and U.S. Capital Wealth Advisors. Before entering the financial sector, he worked for Major League Soccer for twelve years. Sunbelt Securities serves individual investors, charitable organizations, and corporate clients through a network of 68 advisors, managing approximately $2.0 billion. The firm offers portfolio management, financial planning, and consulting services, with a focus on discretionary management and a dual registration as both a broker-dealer and registered investment adviser.

Brandyn Moniz is a financial advisor at Americana Partners, LLC with one year of industry experience. He holds a Series 65 designation and has worked previously at CA Family Wealth LLC, Bel Air Investment Advisors, Better Earth Solar, and Capital Group. Americana Partners provides financial planning, consulting, discretionary investment, and wealth management services to individuals, including high-net-worth and ultra-high-net-worth international clients, as well as corporations, trusts, estates, and charitable organizations. The firm customizes portfolios through ongoing consultations and discretionary management, utilizing a broad range of investment vehicles and alternative strategies tailored to clients’ needs.

Sean Roth is a financial advisor at Symphony Financial, Ltd. Co. with three years of industry experience. He also works with Aviation Retirement Strategies and has been employed by United Airlines since 2005. Symphony Financial, Ltd. Co. provides discretionary investment management, financial planning, and consulting services to individuals, trusts, estates, charitable organizations, and business entities. The firm uses a long-term investment approach that combines fundamental and technical analysis and offers a multi-family office service model addressing broad family needs through coordination with outside providers.

George Christopherson is a CFP® professional with 30 years of experience in the financial advisory industry. He has been with Linscomb & Williams since 1982, now part of Linscomb Wealth, Inc., based in Houston, TX. Linscomb Wealth provides comprehensive wealth planning and investment management services to individuals, families, trusts, charitable organizations, and retirement plans, including high-net-worth and ultra-high-net-worth clients. The firm employs a customized investment approach overseen by an Investment Committee, blending active and passive strategies across diversified portfolios, and offers specialized family office services.

Samer Salha is a financial advisor at Symphony Financial, Ltd. Co. with two years of industry experience. He holds a Series 65 designation and has worked at firms including McAdam LLC and the Arab Jordanian Investment Bank. Salha is also the owner of Salha Associates LLC, where he provides consulting services. Symphony Financial, Ltd. Co. offers discretionary investment management, financial planning, and consulting services to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a long-term investment approach combining fundamental and technical analysis and provides a multi-family office offering alongside traditional portfolio management and retirement-plan services.

Jeremy Blumin is a financial advisor at Symphony Financial, Ltd. Co. with one year of industry experience. He has worked at FMS Tax Services LLC since 2008 and United Airlines since 2007. 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, third-party management arrangements, and self-directed retirement account management, applying a long-term investment philosophy and coordinating comprehensive engagements involving outside specialists.

Antonino Green is a financial advisor at Concurrent Investment Advisors, LLC with a Series 66 designation and one year of industry experience. His prior roles include positions at Winstone Wealth Partners, Raymond James Financial Services, Inc., and Chilton Capital Management. Green’s background also includes academic and educational experience at The University of Texas at Austin, Houston Community College, and Episcopal High School. Concurrent Investment Advisors, LLC is an SEC-registered firm serving individuals, high-net-worth clients, families, trusts, businesses, and retirement plans. The firm manages approximately $15.7 billion in assets across about 240 advisors, employing a primarily long-term, portfolio-driven investment approach using ETFs, mutual funds, and selected individual securities tailored to client goals and risk tolerance.

David Lee is a CFP® professional with 24 years of industry experience, currently serving at Avidian Wealth Solutions since 2020. He also operates David M. Lee, PC, where he provides tax, accounting, and financial planning services independently. Avidian Wealth Solutions is an SEC-registered advisory firm managing approximately $3.99 billion in assets for individuals, families, businesses, retirement plans, and institutional clients. The firm offers model-based portfolio management, financial planning, and fiduciary ERISA-plan advisory services, and is notable for its roles as a fund sponsor and sub-adviser, alongside affiliated insurance and consulting activities.

David Thailing is a financial advisor with Concurrent Investment Advisors, LLC in Houston, TX, holding Series 63 and Series 65 licenses and 25 years of industry experience. His prior roles include positions at Avidian Wealth Solutions, Insight Wealth Strategies, Mutual Securities, and Lincoln Financial Advisors. Concurrent Investment Advisors is an SEC-registered firm providing wealth management, investment management, financial planning, and retirement advisory services to individuals, families, businesses, and retirement plans. The firm manages approximately $15.7 billion in assets with about 240 advisors and employs a primarily long-term, portfolio-driven investment approach using ETFs, mutual funds, and select individual securities.

Julieta Sandoval is a financial advisor at Arax Advisory Partners with 26 years of experience in the industry. She holds a Series 66 designation and has previously worked at U.S. Capital Wealth Advisors, LLC, U.S. Capital Advisors LLC, and related entities. Arax Advisory Partners is an SEC-registered, multi-team wealth manager overseeing approximately $26.5 billion in regulatory assets. The firm serves individuals, high-net-worth clients, family offices, institutions, and retirement plans, offering comprehensive financial planning and portfolio management through a combination of internal and third-party resources.

Ross Mclaurin is a financial advisor with Capital Analysts in Houston, TX, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been affiliated with Lincoln Investment Planning, Inc. since 1987. Outside of advisory work, he holds inherited mineral interests in natural gas production, receiving periodic royalty payments. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, retirement plans, trusts, and corporate clients. The firm offers discretionary and non-discretionary portfolio management through various programs and uses an in-house investment management team that operates proprietary model portfolios and a mutual-fund screening process.

Aaron Hevle 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 prior roles include positions at Next Financial Group, Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and Metlife Securities Inc. Hevle is also a director of finance at Exponent Prosperity Accelerator Advisers LLC, where he provides business development, transition planning, and informal business valuation services, and he acts as an agent selling fixed life insurance and annuity products through Innovative Premier Financial Services. World Equity Group, Inc. offers fee-based investment advisory and financial planning services to a wide range of clients, including high-net-worth individuals, pension plans, trusts, and charitable organizations. The firm utilizes discretionary portfolio management through its wrap-fee program and third-party managers, incorporating risk-tolerance assessments and providing options such as Tax Overlay Management and ETF Select models.

Michelle Boeding is a financial advisor at Symphony Financial, Ltd. Co. in Houston, TX, holding a Series 65 credential with 11 years of industry experience. She has been with Symphony Financial and LPL Financial since 2016. Outside of her advisory role, she works as a pilot trainer for Boeing 787 aircraft at United Airlines, a position she has held since 2006. Symphony Financial provides discretionary investment management, financial planning, and consulting services to individuals, trusts, estates, charitable organizations, and businesses. The firm manages approximately $1.09 billion in assets and employs a long-term investment approach that integrates fundamental and technical analysis, tailoring portfolios to client risk profiles and objectives.

Luke Wuthrich is a CFP® professional with experience at Willis Johnson Wealth and Linscomb Wealth. He has worked in the financial industry since 2021 and is based in Houston, TX. 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 featuring diversified model strategies and tailored solutions, supported by in-house CPA tax services and a program that manages family accounts.