Craig Fowlkes is a financial advisor at Corda Investment Management, LLC with 11 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Corda since 2015. Corda Investment Management is a multi-team registered investment adviser managing approximately $2.0 billion in assets for over 1,300 clients. The firm offers discretionary portfolio management and integrated financial planning for individuals, including high-net-worth clients, as well as pension consulting, tax preparation, and estate-planning document services.

Michael Ricciardi is a financial advisor at BBVA Global Wealth Advisors, Inc. in Houston, TX, with 13 years of industry experience. His previous roles include positions at Vector Global WMG, CITIGROUP, and Banco Nacional de México. Outside of advising, he is a director at Phat Ducky Enterprises LLC, a property remodeling and flipping business. 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 uses a non-discretionary investment approach, mapping client risk profiles to investment guides developed with input from BBVA S.A.’s Global Wealth Investment Committee and incorporates both strategic and tactical asset allocation.

Nichole Carr is a financial advisor with Symphony Financial, Ltd. Co. in Houston, TX, holding a Series 66 designation and one year of industry experience. She previously worked at Sanctuary Securities, Inc. for six years and has experience with nonprofit organizations and youth services. 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, retirement account management, and coordinates comprehensive engagements involving tax, legal, and banking specialists.

Mark Dulworth is a financial advisor with Summit Financial, LLC in Houston, TX, holding Series 65 and Series 63 licenses and 17 years of industry experience. He has held positions at Summit Financial since 2024, previously worked at The Leaders Group Inc and Legacy Asset Management, Inc., and has maintained Dulworth & Co, Inc. since 2004, where he serves as president. Outside of advisory work, he is involved in insurance sales through multiple companies, including affiliated entities. Summit Financial, LLC is an SEC-registered, multi-team advisory firm managing approximately $26.35 billion in assets with 216 advisors serving around 17,800 clients. The firm offers a range of investment advisory and portfolio management services, including discretionary and consultative programs, financial planning, and retirement plan advisory, with an emphasis on both advisor-led monitoring and client approval processes.

Timothy Lootens is a financial advisor at Chilton Capital Management LLC in Houston, TX, holding a Series 65 designation with 21 years of industry experience. He has been with Chilton Capital Management since 2007. Chilton Capital Management provides discretionary portfolio management and advisory services to a diverse client base, including individual and institutional investors. The firm employs sector-specialized teams using a fundamental, bottom-up research process with a multiyear holding horizon and offers a range of strategies such as REIT, tax-exempt fixed income, growth and income, and options-based defined risk approaches.

Lindsey Boettigheimer is a financial advisor with intrua Financial based in Saint Louis, MO, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. Her prior work includes roles at LPL Financial LLC, Larson Financial, Tiaa, and SCOTTRADE, Inc. She provides administrative support to intrua Financial, an independent investment advisory firm. Intrua Financial offers investment advisory and portfolio management, comprehensive financial planning, and retirement-plan advisory services for individuals, high-net-worth clients, trusts, foundations, small businesses, and plan sponsors. The firm combines fundamental analysis, modern portfolio theory, and technical and cyclical analysis to develop customized asset allocations and manages approximately $1.76 billion in client assets.

Eleanor Cooke is a financial advisor at Mission Wealth Management, LP with 32 years of industry experience. She holds Series 63 and Series 65 designations and has worked at The Leaders Group Inc, First Heartland Capital Inc, and Houston Advantage Insurance Brokerage. Mission Wealth Management is a multi-team SEC-registered advisory firm serving affluent individuals, families, and institutional clients through personalized wealth management and financial planning. The firm emphasizes long-term, customized strategies using a mix of ETFs, mutual funds, individual securities, and alternative investments, with discretionary account management.

Chad Mabry is a financial advisor with Sunbelt Securities, Inc. in Houston, TX, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. His previous roles include positions at Munich Re Trading LLC, Weild & Co, Entoro Capital, LLC, Entoro Securities, LLC, and FBR Capital Markets & Co. 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 access to third-party money managers.

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.

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.

William Heath is a CFP® credentialed financial advisor with 40 years of industry experience. He has been with Advisory Services Network since 2016 and has operated under his own name and through Myco Company since 1980. Outside of his advisory work, he is an independent insurance agent and assists clients with real estate and mortgage transactions through his sole proprietorship, Myco Company. Advisory Services Network serves individuals, families, corporations, and charitable organizations through a network of independent advisers, offering portfolio management, financial planning, and retirement-plan consulting across a range of investment strategies and account types.

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.