Mark Schmulen is a financial advisor at Forum Financial Management, LP with eight years of industry experience and holds a Series 65 credential. He has worked at Forum Financial Management since 2017 and currently serves as President and CEO of PropMatic, Inc., a technology and AI-driven marketing platform for the real estate leasing industry. Schmulen also serves on the board of Innovative Food Holdings and Saivory, Inc., contributing to governance and corporate strategy in the specialty food and software sectors. Forum Financial Management, LP provides fee-based wealth management, financial planning, and qualified plan services to individual and institutional clients, while also serving as a sub-advisor and turnkey asset management platform (TAMP) for other independent RIAs. The firm utilizes model asset-allocation portfolios managed primarily with DFA institutional mutual funds and ETFs, employing a Modern Portfolio Theory approach.

Richard Waits is a financial advisor with Sunbelt Securities, Inc. in Houston, TX, holding a Series 66 designation and 24 years of industry experience. He has been with Sunbelt Securities since 2010. Sunbelt Securities serves a diverse client base including individual investors, charitable organizations, and corporate clients, managing approximately $2.0 billion across thousands of accounts. The firm provides portfolio management through rep-directed wrap programs, written financial planning, and referrals to third-party money managers.

Robert Frusina is a financial advisor with Avior Wealth Management, LLC in Houston, TX, holding a Series 65 credential and two years of industry experience. Prior to joining Avior, he worked at Campion Capital Research from 2017 to 2024. Avior Wealth Management serves individual and institutional clients, including high-net-worth individuals, pension and retirement plans, corporations, trusts, and banks. The firm employs a fundamental analysis investment approach and offers discretionary and non-discretionary investment management, financial planning, pension consulting, and business consulting services.

Michelle Holmes is a financial advisor with Americana Partners, LLC in Houston, TX, holding a Series 66 license and 18 years of industry experience. Her prior roles include positions at Saxony Securities, Purshe Kaplan Sterling Investments, Merrill Lynch, Corps Capital Advisors, and Morgan Stanley. Outside of her advisory work, she serves as Vice President of Scholarships and Grants for the Civic League and is a board member for both Page's Place and the Valwood Improvement Authority. 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 clients’ risk tolerances and objectives and manages a range of investment vehicles, including mutual funds, ETFs, individual securities, options, structured products, and private pooled investment vehicles for qualified investors.

M H Moldawer is a financial advisor with Americana Partners, LLC in Houston, TX, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He previously worked at Morgan Stanley and Morgan Stanley Private Bank from 2009 to 2025. Outside of advisory work, he owns a property in the Bahamas and serves as a trustee and partner in family trusts and partnerships. Americana Partners provides financial planning, consulting, and discretionary wealth management to individuals, trusts, estates, charitable organizations, and business entities, including high-net-worth and ultra-high-net-worth international clients. The firm customizes portfolios based on client objectives and utilizes a range of investment vehicles and third-party managers, also managing multiple private pooled investment vehicles for accredited investors.

Mark Koellner is a CFP® with 20 years of experience in financial advising, currently with Symphony Financial, Ltd. Co. in Houston, TX. His prior roles include positions at SteelPeak Wealth, Titleist Capital, Edward Jones, USAA Financial Planning, UBS Financial Services, Merrill, and Chase Investment Services. In addition to his advisory work, he is also an insurance agent, actively involved in the sale of insurance products to clients. Symphony Financial serves individuals, trusts, estates, charitable organizations, and business entities with discretionary portfolio management, financial planning, and multi-family office services. The firm applies a long-term investment philosophy that incorporates fundamental and technical analysis and offers a wide range of tailored portfolio solutions supported by comprehensive multi-family office offerings.

Leo Reichle is a financial advisor with Sunbelt Securities, Inc. in Houston, TX, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. Prior to joining Sunbelt in 2025, he worked at Oppenheimer & Co. Inc for seven years and Hilltop Independent Network for two years. Outside of his advisory work, he serves on the boards of the Texas Children's Cancer Center and Fore The Cure, where he is president. Sunbelt Securities, Inc. provides investment advisory and related services to individual and institutional clients through a network of representatives. The firm offers customized portfolio management, financial planning, and access to third-party money managers, employing various investment strategies without mandating a single uniform model across advisors.

Steven Russo is a financial advisor at Eagle Global Advisors LLC in Houston, TX, holding a Series 65 designation with 28 years of industry experience. He has been with Eagle Global Advisors since 1996. 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 using proprietary screening and quantitative models alongside fundamental research, managing discretionary portfolios across a range of asset classes including equities, fixed income, and alternative strategies.

Xianyuan Hoover is a CFA® charterholder and holds a Series 65 license with two years of industry experience. She has been with Willis Johnson Wealth since 2024, previously working seven years at Franklin Templeton Investment Management. Willis Johnson Wealth offers comprehensive financial planning and investment management services primarily to corporate professionals, executives, and high-net-worth individuals and their families. The firm employs an evidence-based, tax-aware investment approach and provides a range of model strategies alongside tailored solutions that include structured protection and private-market allocations.

Michael Stavar is a financial advisor with Chilton Capital Management LLC in Houston, TX, holding a Series 66 designation and 19 years of industry experience. He has been with Chilton Capital Management since 2011 and previously worked at OFI Global Institutional, Inc. from 2002 to 2007. Outside of his advisory role, Stavar is the CFO and minority owner of JMC Global, a logistics company. 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 focused on long-term capital growth and income, offering a range of dedicated strategies and integrating financial planning alongside ERISA 3(21) fiduciary services.

Nicholas Casanova is a CFP® and holds a Series 65 license, currently serving as a financial advisor at Willis Johnson Wealth in Houston, TX. He has one year of industry experience, including prior work at Oak Harvest Financial Group. Willis Johnson Wealth provides comprehensive financial planning and investment management primarily for corporate professionals, executives, and high-net-worth individuals and their families. The firm employs an evidence-based, tax-aware investment approach and offers a range of model strategies alongside tailored solutions.

Roberta Fernandes is a financial advisor at BBVA Global Wealth Advisors, Inc. with 10 years of industry experience. She holds a Series 66 designation and has worked at firms including Morgan Stanley Private Bank, BTG Pactual, Valores Banistmo, Santander Securities, and Merrill. BBVA Global Wealth Advisors, Inc. serves individuals, high-net-worth clients, businesses, and family offices, offering portfolio advisory, wrap fee programs, and access to various model portfolios. The firm constructs investor risk profiles aligned with its investment guides, combining strategic and tactical asset allocation using both BBVA S.A.’s fund research and third-party resources.

Charlie Kirven is a financial advisor with Secure Asset Management, L.L.C. in Houston, TX, holding a Series 63 designation and over 40 years of industry experience. His career includes roles at NEXT Financial Group and ownership of Money and Investment Concepts, where he has been involved in business management and sales since 1984. Secure Asset Management primarily serves individual clients, providing personalized financial planning, discretionary investment management, and pension consulting for retirement plans. The firm employs a range of investment strategies guided by written policies and periodic reviews, often utilizing third-party money managers and managing held-away employer accounts through third-party platforms.

Nicolas Knapik is a financial advisor at Avidian Wealth Solutions with 21 years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining Avidian Wealth Solutions in 2023, he was with RJ Capital for 11 years. Avidian Wealth Solutions provides investment management and financial planning services to individuals, families, retirement plans, corporations, and institutional clients. The firm utilizes managed model solutions and customized portfolios, incorporates alternative investments, and plays an active role as a sub-advisor and investment manager for pooled and private funds.

Kim Ha Nguyen is a CFP® professional with 26 years of experience in financial advising. She currently works at Arax Advisory Partners and has previously been affiliated with U.S. Capital Wealth Advisors, USCA Securities, USCA RIA, and UBS Financial Services. Outside of her advisory work, she serves as co-trustee of a family trust created for estate planning purposes. 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, comprehensive financial planning, retirement plan consulting, and private fund advisory, utilizing both in-house portfolio teams and external managers across traditional and alternative investments.

Kyle Fritz is a financial advisor at Symphony Financial, Ltd. Co. in Houston, TX, with eight years of industry experience. He holds Series 63 and Series 65 designations and has worked at several firms including Sheets Smith Investment Management and The Private Bank at Bank of America. Outside of advising, Fritz tutors exam material for securities licensing exams. 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 and tailors portfolios using a long-term investment approach combining fundamental and technical analysis.

Glenda Toon is a financial advisor with LPL Financial in El Paso, TX, holding a Series 66 designation and over 25 years of industry experience. She has worked at LPL Financial since 2004 and operates Symphony Financial, Ltd. Co., an independent registered investment advisory firm. She also serves as Vice President on the board of the High Noon Chapter of Business Networking International. LPL Financial serves a diverse client base including individual investors, retirement plans, banks, charities, and high-net-worth households. The firm offers a broad range of advisory and brokerage services supported by an in-house research team and a flexible platform that accommodates various investment models and client needs.

Matthew Knauss is a financial advisor with Sunbelt Securities, Inc. in Houston, TX, holding a Series 66 designation and 15 years of industry experience. He has been with Sunbelt Securities since 2011. Outside of his advisory work, he is a silent equity owner of a non-investment-related business, Pamco. Sunbelt Securities, Inc. serves individual and institutional clients, including high-net-worth individuals, offering investment advisory and related services through a network of representatives. The firm provides various approaches to portfolio management, including discretionary wrap-fee programs and standalone financial planning.

George Crosby, Jr. is a financial advisor at Eagle Global Advisors LLC with 19 years of industry experience. He holds a Series 65 designation and has been with Eagle Global Advisors since 2006. 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 using proprietary quantitative models alongside fundamental research, managing discretionary strategies across various asset classes including equities, fixed income, energy, and scarcity-focused investments.

Samuel Lawhon is a Series 66-licensed financial advisor with Larson Financial Group, LLC, based in Houston, TX. He has seven years of industry experience, including roles at Intrua Financial LLC and LPL Financial LLC. Outside of Larson Financial Group, he serves as a Research Assistant at Intrua Financial LLC and as Director of Investments at Freedom Wealth Alliance. Larson Financial Group, LLC offers financial planning, portfolio management, and retirement-plan consulting to individuals, trusts, corporations, nonprofits, and pension plans, with a focus on doctors and related businesses. The firm uses a combination of model portfolios and custom discretionary programs that incorporate strategic and tactical approaches, alongside AI-assisted research tools and third-party manager oversight.