Javier Villanueva is a financial advisor at BBVA Global Wealth Advisors, Inc. with three years of industry experience. He previously worked at UBS Financial Services Inc., Merrill, JV Global Capital, GlenMartin, Inc., and CitiBanamex, SA. Villanueva holds Series 63 and Series 65 licenses and is based in Houston, TX. BBVA Global Wealth Advisors, Inc. provides investment advisory services to individuals, high-net-worth clients, businesses, and family offices through a network of financial advisors. The firm constructs investor risk profiles and uses a combination of BBVA S.A.’s fund research and third-party resources to guide strategic and tactical asset allocation across a mix of investment vehicles.

Brian Ching is a financial advisor with Arax Advisory Partners in Houston, TX, holding a Series 66 designation and seven years of industry experience. Prior to joining Arax in 2026, he worked five years at U.S. Capital Wealth Advisors and has been associated with USCA Securities since 2018. Outside of finance, Ching is involved in sports and hospitality; he serves as an ambassador for the Houston Dynamo Major League Soccer team and owns several Houston-based restaurants and bars, as well as a soccer camp business. Arax Advisory Partners provides wealth management and advisory services to individuals, high-net-worth clients, family offices, institutions, and businesses. The firm offers a range of services including portfolio management, comprehensive financial planning, retirement plan consulting, and private fund advisory, managing assets on a fiduciary basis with both traditional and alternative investment strategies.

David Julian is a CFP® with nine years of industry experience, currently serving as a financial advisor at CORDA Investment Management, LLC since 2025. His prior experience includes roles at Morgan Stanley and UBS Financial Services. In addition to his advisory work, Mr. Julian is involved in estate planning services through HK Legacy Law, PLLC, a separate law firm offering attorney-led estate planning document preparation to CORDA clients. 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, serving individuals and retirement plans with customized investment strategies and in-house tax preparation, alongside access to unrelated attorney-led estate planning services.

Caleb La Vergne is a financial advisor at Arax Advisory Partners in Houston, TX, holding a Series 66 designation with one year of industry experience. His prior roles include positions at USCA Securities LLC, US Capital Advisors, and the University of Houston. Outside of finance, he has been involved with local organizations such as the Houston Dog Walking Club and Meadowlake Pet Resort. Arax Advisory Partners provides wealth management and advisory services to individuals, high-net-worth clients, family offices, institutions, and businesses. The firm employs a fiduciary approach using a combination of in-house teams, external managers, and alternative investments, supported by AI tools and third-party analytics.

Juan Hernandez Ariano is a CFP® and Series 65-licensed advisor at OneSeven with nine years of industry experience. He has held positions at MGO ONE SEVEN LLC dba Studemont Group, Baron Financial Advisers, LLC, and 212 Advisory Group, LLC. Outside of his advisory role, he serves as President and volunteer for the Financial Planning Association of Houston and is involved in college planning workshops and technology advisory through a separate entity, WealthCreate LLC. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, focusing on long-term portfolio management with access to diversified investments and alternative strategies. The firm utilizes both discretionary and non-discretionary arrangements, often implementing strategies through independent managers and third-party platforms.

Thomas Whitby III is a CFP® with 30 years of industry experience, currently advising at Mission Wealth Management, LP since 2025. His prior experience includes roles at Logic Capital Management, LLC for 13 years, LPL Financial for 10 years, and Houston Advisors. He is also appointed with various life insurance and annuity companies. Mission Wealth Management serves high-net-worth individuals, families, and institutional clients by providing wealth management, financial planning, and investment management services. The firm integrates investment management with tax, trust, legacy, philanthropy, and risk planning, utilizing both internal and third-party sub-advisors to tailor portfolios and service tiers to client needs.

Jennifer Marshall is a financial advisor at Chilton Capital Management LLC in Houston, TX, holding a Series 65 designation with two years of industry experience. She has been with Chilton Capital Management since 2020 and previously worked at Westwood Holdings Group, Inc. for 20 years. 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 and a fundamental, bottom-up research process focused on long-term capital growth and income, offering a variety of investment strategies and serving clients such as insurance companies and registered investment companies.

Christopher Bourgeois 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 previous roles include positions at Raymond James Financial, Questar Asset Management, and Securian Financial Services. Outside of advisory work, he is a partner in a business consulting firm focused on executive retention and business transition. World Equity Group, Inc. provides fee-based investment advisory and financial planning services to a range of clients, including individuals, pension plans, trusts, and charitable organizations. The firm offers managed portfolios through its wrap-fee programs that combine discretionary portfolio management, financial planning, and access to third-party money managers.

Jeffrey Thompson is a financial advisor at New Edge Wealth with 13 years of industry experience. He holds a Series 66 designation and previously worked for Sanford C. Bernstein & Co., LLC for 14 years. New Edge Wealth primarily serves ultra-high-net-worth individuals, family offices, foundations, trusts, and other institutional clients. The firm focuses on asset allocation and investor behavior to guide portfolio construction, utilizing a combination of independent managers, model strategies, proprietary solutions, and AI-assisted analytics.

Aaron Boyce is a financial advisor with Encompass More Asset Management LLC, holding a Series 65 designation and 11 years of industry experience. His prior roles include positions at Mercer Global Advisors and Lake Point Wealth Management, among others. Outside of investment advising, he is president of Boyce Financial Services, an insurance sales business, and serves as a business development consultant for Multiplan/Benefits Science Technologies, a firm providing analytic solutions through software and automation. Encompass More Asset Management LLC serves individual and high-net-worth clients, offering discretionary portfolio management through proprietary and third-party model portfolios, financial planning, and access to private placements. The firm employs a model-based investment approach combining quantitative, qualitative, and fundamental analysis, and focuses exclusively on individual and high-net-worth investors.

Sabrina Ortega is a financial advisor at Linscomb Wealth, Inc. in Houston, TX, holding a Series 66 designation with three years of industry experience. Her prior roles include positions at RBC Capital Markets, Charles Schwab Bank SSB, Charles Schwab & Co., Inc., Frost Bank, Sprint, and Home Depot. Linscomb Wealth provides wealth planning, portfolio management, and investment consulting services to individuals, high-net-worth and ultra-high-net-worth clients, trusts, foundations, and retirement plans. The firm’s approach includes model asset-allocation portfolios, ongoing rebalancing, and collaboration with an internal Investment Committee to customize portfolios based on client goals and restrictions.

Sammy Mc Leod is a financial advisor at Symphony Financial, Ltd. Co. in Houston, TX, with two years of industry experience. Prior to joining Symphony Financial in 2023, Mc Leod worked at United Airlines for 19 years. Symphony Financial 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.

Matthew Werner is a CFA® charterholder based in Houston, TX, with 15 years of experience in the financial industry. He has been with Chilton Capital Management LLC since 2011. Chilton Capital Management provides discretionary portfolio and wealth management services to individuals, high-net-worth clients, pooled vehicles, and institutional accounts. The firm employs a fundamental, bottom-up research approach across various dedicated strategies and integrates financial planning into its wealth management offerings.

Debra Parant is a CFA® charterholder with 26 years of experience in the financial industry. She is currently with Arax Advisory Partners and has held previous roles at U.S. Capital Wealth Advisors and several USCA-related firms. Arax Advisory Partners serves a diverse client base, including individuals, high-net-worth clients, family offices, institutions, and businesses. The firm offers both discretionary and non-discretionary portfolio management, financial planning, and private fund advisory, utilizing a combination of in-house teams, external managers, and alternative investments.

Eduardo Suarez is a financial advisor with Bolton Securities Corporation in Houston, TX, holding Series 63 and Series 66 licenses and 13 years of industry experience. He has worked at Bolton Global Asset Management and Bolton Global Capital since 2018 and previously held roles at JPMorgan Securities LLC, JPMorgan Chase, Transamerica Financial Advisors, Inc., and World Financial Group, Inc. Outside of his advisory work, Eduardo operates a woodworking business where he builds and sells home accents. Bolton Global Asset Management is a registered investment adviser serving individuals, corporate and institutional clients, and trusts. The firm offers customized portfolio management utilizing a mix of in-house management, third-party programs, and various investment vehicles, emphasizing a long-term investment approach.

Bradley Eixmann is a CFA® charterholder with 12 years of industry experience. He has been with Chilton Capital Management LLC since 2017 and previously worked at GlobeScan Capital, Inc. from 2014 to 2017. 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 approach with a multiyear holding horizon, offering a variety of strategies such as REIT, tax-exempt fixed income, growth and income, and options-based defined risk approaches.

Stuart Ford is a financial advisor at Hilltop Securities Inc. in Houston, TX, holding Series 63 and Series 66 credentials with 38 years of industry experience. His career includes 26 years at Coastal Securities L.P. before joining Hilltop Securities in 2017. Ford serves as chairman of the Texas Tobacco Settlement Permanent Trust Account and is a trustee for Hospitality Apartment, a charity providing free housing for families receiving treatment at the Houston Medical Center. Hilltop Securities Inc. offers brokerage, clearing, custody, investment advisory, and retirement-plan consulting services to individuals, corporations, nonprofits, and institutional clients. The firm manages approximately $2.25 billion in assets and delivers investment solutions through an open-architecture platform that includes adviser-managed and model-based programs with a variety of portfolio strategies and operational capabilities.

Alexandre Murphy is a financial advisor with Golden State Wealth Management, LLC in Houston, TX. He holds a Series 66 credential and has 13 years of industry experience. Prior to joining Golden State Wealth Management in 2019, he worked at Edward Jones from 2014 to 2019. He is also involved in mortgage brokerage services through Houston Mortgage Loans LLC. Golden State Wealth Management serves individuals, trusts, pension and profit-sharing plans, and businesses by offering asset management, comprehensive portfolio management, financial planning, and retirement plan consulting. The firm utilizes a variety of analytic approaches and may incorporate third-party managers and model portfolios while providing primarily discretionary portfolio management.

Patricia Trieglaff is a financial advisor with Arax Advisory Partners, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. Her career includes 22 years at UBS Financial Services and roles at USCA Securities LLC and U.S. Capital Wealth Advisors, LLC. Arax Advisory Partners serves a diverse client base, including individual and high-net-worth clients, family offices, institutions, and businesses. The firm offers a range of services such as portfolio management, financial planning, retirement plan consulting, and private fund advisory, utilizing both in-house teams and external managers with a mix of traditional and alternative investments.

Douglas Gibson is a financial advisor with World Equity Group, Inc. in Houston, TX, holding Series 63 and Series 66 licenses with 17 years of industry experience. He has previously worked with Equitable Advisors and Axa Advisors. Outside of his advisory role, he is involved in a business that assists individuals with wealth creation through real estate development in Opportunity Zones. World Equity Group, Inc. provides fee-based investment advisory and financial planning services to a broad client base, including individuals, pension plans, and business entities. The firm offers managed portfolios through discretionary portfolio management and third-party money managers, employing risk-tolerance assessments to guide asset allocation.