Robert Dishman is a financial advisor with Sunbelt Securities, Inc. in Houston, TX, holding a Series 66 designation and 13 years of industry experience. He previously worked at Morgan Stanley for nine years before joining Sunbelt Securities in 2023. Outside of his advisory role, he is involved in providing fixed life insurance, annuities, group medical insurance, life settlements, and estate planning services through Charles W. Rawl & Associates, LLC. Sunbelt Securities, Inc. offers investment advisory and related services to individual and institutional clients through a network of representatives. The firm supports a variety of investment approaches and discretionary portfolio management within its wrap-fee program, while also providing standalone financial planning and referrals to third-party money managers.

Brooke Naghavi is a financial advisor at Corda Investment Management, LLC with 16 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Corda since 2018, previously affiliated with Frost Brokerage Services and Fs2 Capital Partners. Corda Investment Management is a multi-team registered investment adviser managing approximately $2.0 billion in client assets across 30 advisors. The firm provides discretionary portfolio management and integrated financial planning to individuals, including high-net-worth clients, as well as pension consulting and tax preparation services.

Oscar Mancineiras is a financial advisor at BBVA Global Wealth Advisors, Inc. in Houston, TX. He holds a Series 65 designation and has prior experience working at Texas First Bank, as well as roles at the University of Houston’s C.T. Bauer College of Business and Houston Methodist. Mancineiras has been with BBVA Global Wealth Advisors since 2026. 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’s investment approach combines client risk profiles with guidance from BBVA S.A.’s Global Wealth Investment Committee, emphasizing a mostly non-discretionary model that incorporates both strategic and tactical asset allocation.

Geordie Hrdlicka is a CFP® and Series 63 licensed advisor with 28 years of industry experience. He is affiliated with ValMark Advisers, Inc. and operates Verde Wealth Group, LLC, a financial planning firm. He serves on the advisory board of the University of Houston WGSS Women's Center as a volunteer. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services to individuals, plan sponsors, and institutional clients through a network of approximately 280 investment advisory representatives. The firm utilizes diversified, goal-based model portfolios primarily featuring mutual funds, ETFs, and third-party managers, and offers services including fee-based planning, retirement consulting, and sub-advisory solutions.

Irving Reyna is a financial advisor at Linscomb Wealth, Inc. in Houston, TX, holding a Series 66 designation with 11 years of industry experience. He has worked at Linscomb & Williams Inc. since 2018 and was previously employed at RBC Capital Markets from 2015 to 2017. Linscomb Wealth provides comprehensive wealth planning, portfolio management, and investment consulting to a diverse client base including individuals, high-net-worth and ultra-high-net-worth clients, trusts, foundations, and retirement plans. The firm employs written investment policies, model asset allocations, and ongoing rebalancing strategies across various asset classes, with customized solutions developed in collaboration with an internal Investment Committee.

Yona Reaux is a financial advisor at Arax Advisory Partners with 19 years of industry experience. She holds a Series 66 designation and has previously worked at RBC Capital Markets Corporation and U.S. Capital Wealth Advisors, LLC. Outside of her advisory work, she owns YoRo Capital LLC, a company involved in vehicle and property rentals. Arax Advisory Partners is a multi-team wealth manager overseeing approximately $26.5 billion in regulatory assets and serving a broad client base including individuals, family offices, institutions, and retirement plans. The firm employs a combination of internal portfolio management and external manager relationships, with notable use of performance-based fee arrangements and carried interest structures for qualified investors and private funds.

Idania Reyes is a financial advisor at Arax Advisory Partners with 22 years of industry experience. She holds a Series 66 designation and has previously worked with U.S. Capital Wealth Advisors and USCA Securities. Outside of her advisory role, she serves as secretary for a Spanish restaurant group, contributing to website updates. Arax Advisory Partners is an SEC-registered, multi-team wealth manager overseeing approximately $26.5 billion in assets. The firm serves individuals, high-net-worth clients, family offices, institutions, and retirement plans, employing a combination of internal portfolio management, third-party models, and tailored asset allocation to meet client objectives.

Thomas Carman is a CFP® professional based in Houston, TX, with 14 years of industry experience. He is currently affiliated with Arax Advisory Partners and has prior experience 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 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.

Sarah Sikorski is a CFP® and holds a Series 65 license with six years of industry experience. She has worked at Willis Johnson Wealth since 2020 and previously held positions at Deloitte and PricewaterhouseCoopers. Willis Johnson Wealth provides 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 an in-house CPA tax service and a Families Program.

Jeffrey Dodson is a financial advisor with Corda Investment Management, LLC in Houston, TX, holding Series 63 and Series 66 designations and possessing 22 years of industry experience. He has worked at CORDA Investment Management since 2013 and has been with Churchill Management Group since 2007. Corda Investment Management is a multi-team registered investment adviser managing approximately $2.0 billion in client assets across a team of about 30 advisors. The firm serves individuals, including high-net-worth clients, providing discretionary portfolio management, integrated financial planning, pension consulting, tax preparation, and estate-planning services.

Leah Bennett is a CFA® charterholder with 29 years of industry experience, currently serving as Chief Investment Strategist at Concurrent Asset Management and an advisor with Concurrent Investment Advisors, LLC. She previously worked at Westwood Advisors and Westwood Trust/Westwood Advisers for a combined 16 years. Bennett serves on several nonprofit boards, including chairing the investment committee for the Christus Foundation and participating on the boards of the Elevation Family Partner Foundation, Artpace, Menil, and Performing Arts Houston. Concurrent Investment Advisors, LLC is a multi-office SEC-registered firm managing approximately $15.7 billion in assets for individuals, families, trusts, businesses, and retirement plans. The firm employs a long-term, portfolio-driven approach using ETFs, mutual funds, and individual securities aligned with client objectives and risk tolerance.

Troy Taylor is a CFP® professional with 23 years of industry experience. He is currently with Avidian Wealth Solutions and previously spent 11 years at Linscomb and Williams, Inc. Outside of his advisory work, he is a partner and general manager of a home remodeling business in Houston. Avidian Wealth Solutions is an SEC-registered firm serving individuals, high-net-worth families, businesses, retirement plans, and institutional clients. The firm offers discretionary portfolio management, financial planning, and ERISA-plan advisory services, utilizing model-based managed solutions alongside sub-advisors and separately managed accounts.

Richard Chamberlain is a CFP® with 27 years of industry experience, currently serving at Sunbelt Securities, Inc. since 2011. He also operates Chamberlain Financial Services and maintains a public accounting practice as a CPA. Chamberlain serves as treasurer on the board of the Jasper Higher Education Foundation. 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 third-party manager referrals, with a focus on discretionary management at the advisor level.

Reid Guthrie is a CFP® and Series 65-licensed advisor with six years of industry experience. He is currently with Avidian Wealth Solutions and has prior experience at United Capital Financial Advisors, LLC and One Advocate Group. Avidian Wealth Solutions provides investment management, financial planning, and advisory services to individuals, families, retirement plans, corporations, trusts, and institutional clients. The firm employs a blend of managed model solutions and customized portfolios, routinely uses third-party sub-advisors, and actively serves as a sub-advisor and investment manager for pooled and private funds.

Gary Wurl is a CFP® professional with 34 years of industry experience, currently serving at Concurrent Investment Advisors, LLC since 2026. He previously worked at Centric Advisors, LLC, Kovack Advisors, Inc., Kovack Securities, Inc., and has maintained a concurrent role at Financial Destiny, Inc. for over 30 years. In addition to his advisory work, he is active as a licensed insurance agent, occasionally offering insurance products to clients. Concurrent Investment Advisors, LLC is an SEC-registered firm providing wealth management, financial planning, and investment management services to individuals, families, businesses, and retirement plans. The firm manages approximately $15.7 billion in assets with a primarily long-term, portfolio-driven investment approach utilizing ETFs, mutual funds, and selected individual securities.

Malcom Day is a CFA® charterholder with 23 years of industry experience. He is currently with Eagle Global Advisors LLC in Houston, TX, and has been affiliated with Partners Investment Management & Research, LLC since 2002. Eagle Global Advisors provides portfolio management services to individual investors, retirement plans, financial institutions, trusts, endowments, and investment companies. The firm employs a combination of top-down and bottom-up analysis with proprietary quantitative models and fundamental research, managing discretionary strategies across various asset classes including equities, fixed income, energy, and renewables infrastructure.

Reagan Newton is a financial advisor at Symphony Financial, Ltd. Co. with four years of industry experience. He holds a Series 65 credential and previously worked at McAdam LLC and several other organizations in various roles. Newton is also involved with MCADAM LLC and Acropolis Capital Partners in investment-related capacities. Symphony Financial provides discretionary portfolio management, financial planning, and consulting services to individuals, trusts, estates, charitable organizations, and business entities. The firm offers a long-term investment approach tailored to client needs and a broad multi-family office platform that includes financial coordination, specialty lending, and liquidity-event planning.

Stephen Mcbride is a financial advisor with Sunbelt Securities, Inc. in Houston, TX, holding Series 63 and Series 66 licenses and bringing 40 years of industry experience. He has been with Sunbelt Securities since 2004. 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 referrals to third-party money managers through a network of investment adviser representatives.

Michael Lewis is a financial advisor with Sunbelt Securities, Inc. in Southlake, TX, holding a Series 66 designation and 14 years of industry experience. Prior to joining Sunbelt Securities in 2016, he worked at LPL Financial and has been involved with Thorn Financial Group since 2008, where he provides tax planning and consulting services. 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 offers portfolio management, financial planning, and consulting through a network of investment adviser representatives.

Joshua Mcmillan is a financial advisor at Symphony Financial, Ltd. Co. with six years of industry experience. He holds the Series 66 designation and has worked at firms including LPL Financial, Equitable Advisors, and AXA Advisors. Prior to his financial services career, he was employed at T-Mobile for five years. Symphony Financial, Ltd. Co. provides discretionary investment management, financial planning, and consulting services to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a long-term investment framework and offers a multi-family office service model that coordinates a broad range of family financial needs through outside providers.