Sally Witt is a CFP® and ChFC® with 32 years of experience in the financial services industry. She has been with BFC Planning, Inc. since 2013 and also works with Securities Management & Research, Inc. Outside of her advisory role, Witt serves as vice president of the Council of Business Women and is involved with nonprofit efforts addressing homelessness and mental health, including founding the Hunter Landon Witt Foundation. BFC Planning, Inc. serves a diverse client base including individuals, corporations, banks, and trusts through a network of approximately 200 investment adviser representatives. The firm provides financial planning, portfolio management, and access to various advisory platforms, with investment strategies typically involving stocks, bonds, mutual funds, and ETFs.

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 with BBVA Global Wealth Advisors, Inc. He holds Series 65 and Series 66 licenses and has been with the firm since 2026. Carlos previously worked at Banco del Bajio and BBVA Mexico. BBVA Global Wealth Advisors, Inc. offers investment advisory services to individuals, high-net-worth clients, businesses, and family offices. The firm uses investor risk profiles to guide strategic and tactical asset allocation, utilizing a range of mutual funds, ETFs, UCITS, structured products, and individual securities.

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 at Verity Asset Management with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Verity Asset Management since 2021. Outside of his advisory role, he also sells indexed annuities and reviews accounts through a teaching pension-related business. Verity Asset Management is a multi-team SEC-registered advisory firm managing approximately $1.15 billion with a 55-adviser roster. The firm serves individuals, retirement plan sponsors, institutional clients, and other advisers, offering model-based portfolio management and customized investment solutions, including both internally managed and third-party strategies.

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.

William Herbig is a financial advisor at Victory Financial with one year of industry experience. He holds a Series 65 designation and previously worked at Equitable Advisors, LLC for two years. Outside of his advisory role, he is involved with the Financial Independence Group as a financial consultant focusing on insurance sales. Victory Financial Group provides financial planning, consulting, and discretionary investment and wealth management services to a diverse client base, including individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs diversified, asset-allocation model portfolios guided by fundamental, cyclical, and behavioral analysis within a Modern Portfolio Theory framework.

Elizabeth Rundgren is a financial advisor at Americana Partners, LLC with 14 years of industry experience. She holds a Series 66 designation and previously worked at Raymond James Financial Services Advisors Inc. and Van Pearcy Financial Services. Rundgren is also a licensed insurance agent in Midland, Texas. 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 and employs a broad range of investment vehicles and third-party managers, including private pooled investment vehicles for qualified investors.

Josh Bluerock is a financial advisor with The Mather Group, LLC in Houston, TX, holding a Series 65 credential and two years of industry experience. His prior work includes five years at Heb and time spent as a student. The Mather Group primarily serves high-net-worth individuals, family offices, trusts, corporations, and other entities, providing financial planning, investment management, tax and estate planning guidance, and family office services. The firm uses an evidence-based investment approach with multiple risk-based allocation models and offers customization options such as direct indexing and ESG factor portfolios.

Matthew West is a financial advisor at Arax Advisory Partners with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at UBS Financial Services and Merrill, among other firms. His career includes senior roles at U.S. Capital Wealth Advisors and USCA Securities. 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 discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and private fund advisory, employing a mix of internal teams, independent managers, and alternative investments.

James Reddish is a CFP® professional with 20 years of experience in the financial advisory industry. He is affiliated with Sunbelt Securities, Inc. and has been operating Judd/Reddish Private Wealth Consultants since 2011. Prior to that, he worked at Ameriprise from 2006 to 2010. Reddish serves on the advisory board of Bay Oaks Country Club in Houston, TX. Sunbelt Securities, Inc. provides investment advisory and related services to individual and institutional clients through a network of investment adviser representatives. The firm offers a variety of strategies and solutions, including a wrap-fee program, standalone financial planning, and referrals to third-party money managers.

Christine Arlitt is a financial advisor with The Burney Company in Houston, TX, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. She has been with The Burney Company since 1991. The Burney Company serves mostly individual investors, including high net worth clients, as well as small businesses, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm manages approximately $3.59 billion in discretionary assets through a multi-team platform and employs proprietary fundamental and quantitative investment models alongside active ETF management and sub-advisory services.

Christian Bauman is a CFP® with 30 years of experience in the financial services industry. He currently works at Arax Advisory Partners and has held prior roles at firms including USCA Asset Management LLC, U.S. Capital Wealth Advisors, UBS Financial Services, and Merrill. He is also a 25% owner of RAD Industries LLC, an investment company focused on acquiring restaurants. Arax Advisory Partners provides wealth management and advisory services to a diverse client base including individuals, family offices, institutions, and businesses. The firm offers portfolio management, financial planning, retirement consulting, and private fund advisory, utilizing both traditional and alternative investments across a large team of advisors.

Robert Wilson is a financial advisor with Navy Federal Investment Services, LLC, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at LPL Financial, Premier America Credit Union, Bank of America, and Merrill. Navy Federal Investment Services serves members of Navy Federal Credit Union as well as individual, trust, and institutional clients, providing portfolio management, financial planning, retirement-plan fiduciary services, and automated investment options primarily through managed advisory programs that utilize third-party portfolio managers.

Noe Hernandez is a financial advisor with BBVA Global Wealth Advisors, Inc. in Houston, TX. He holds a Series 66 designation and has 10 years of industry experience. Prior to joining BBVA Global Wealth Advisors in 2025, he worked at Alterna Wealth Management and Alterna Securities, Inc. from 2016 to 2025. BBVA Global Wealth Advisors, Inc. provides investment advisory services to individuals, high-net-worth clients, businesses, and family offices. The firm develops investor risk profiles to guide portfolio construction using a range of mutual funds, ETFs, UCITS, structured products, and individual securities, with an approach informed by BBVA S.A.’s fund research and third-party resources.