Felipe Sanchez Alcocer is a financial advisor with Alterna Wealth Management, Inc. in Houston, TX. He holds a Series 66 designation and has two years of industry experience. Prior to joining Alterna, he worked at Actinver Grupo Financiero for 17 years. He is also a licensed insurance agent offering life insurance policies through Alterna Insurance Services, Inc. Alterna Wealth Management, Inc. provides investment advisory and portfolio management services to individuals, high-net-worth clients, trusts, estates, institutions, charitable organizations, and offshore trusts. The firm employs a global, diversification-focused investment approach and serves a substantial non-U.S. client base, predominantly Latin American.

James Mooney is a financial advisor at Autumn Lane Advisors, LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at Point 72 / Everpoint, Carlson Capital, and Phoenix Natural Resources. Starting in 2024, he is a limited partner and minority owner general partner of a real estate investment limited liability company, Ivie Lane Partners LLC, but does not receive revenue or devote time to this role. Autumn Lane Advisors serves high-net-worth individuals and family offices, providing discretionary wealth management, non-discretionary investment consulting, and advisory services to private investment funds. The firm employs a family-office style approach with customized asset allocations and manages over $1 billion for a small client base, including multiple private funds with disclosed governance measures.

Alison Mills is a CFP® professional with six years of industry experience, currently serving at Trinity Legacy Partners, LLC in Houston, TX. Her career includes roles at Trinity Legacy Partners since 2018, as well as positions at the University of Houston Bauer College of Business and Bank of Texas. Trinity Legacy Partners is a fee-only, SEC-registered investment adviser offering discretionary portfolio management, financial planning, and consulting services to individuals, trusts, estates, corporations, and charitable organizations. The firm employs a documented Investment Objective Statement for each client and sponsors a private pooled investment vehicle focusing on an options-based, low-correlation strategy for accredited investors.

William Hurt is a financial advisor at Arax Advisory Partners with 25 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at U.S. Capital Wealth Advisors and USCA Securities. Arax Advisory Partners is a multi-team wealth manager overseeing approximately $26.5 billion in assets with over 200 advisors. The firm serves individuals, high-net-worth clients, family offices, institutions, and retirement plans, offering a range of financial planning and portfolio management services that combine internal management, third-party models, and customized asset allocation.

Zachary Rawl is a financial advisor with Sunbelt Securities, Inc. in Houston, TX. He holds Series 63 and Series 65 designations and has five years of industry experience, previously working at N.I.S. Financial Services Inc and National Western Life. Outside of his advisory role, he is involved with Charles W. Rawl & Associates, LLC, which provides insurance and estate planning services. Sunbelt Securities, Inc. offers investment advisory and related services to individual and institutional clients through a network of representatives. The firm employs various investment strategies and provides discretionary portfolio management, standalone financial planning, and referrals to third-party money managers.

Jake Walton is a financial advisor at Americana Partners, LLC with five years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Syntal Capital Partners, LLC and Axa Advisors, LLC. Outside of his advisory role, he manages a sole-proprietorship focused on property management. 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 tolerance and objectives, utilizing a range of investment vehicles and technology platforms, and serves as adviser to multiple private pooled investment vehicles for qualified investors.

Benjamin Le Boeuf is a financial advisor at Avidian Wealth Solutions with one year of industry experience. He holds a Series 66 designation and previously worked at Sanctuary Advisors LLC and Sanctuary Securities, Inc. from 2023 to 2025, and has experience in educational and healthcare institutions. Avidian Wealth Solutions is an SEC-registered advisory firm serving individuals, high-net-worth families, businesses, retirement plans, and institutional clients with investment management, financial planning, and fiduciary advisory services. The firm employs primarily model-based managed solutions supplemented by sub-advisors and separately managed accounts, and it also acts as a fund sponsor and sub-adviser, offering a range of fund, insurance, and consulting services.

Melissa Hoffman is a financial advisor at Capital Analysts with eight years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Lincoln Investment and Dearborn & Creggs. Outside of her advisory role, she coaches for a nonprofit swim club, serves on the board of directors for the Fort Bend Chamber of Commerce, and volunteers as a committee member and captain for the Houston Marathon. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, and corporate clients. The firm offers discretionary and non-discretionary portfolio management through various programs, utilizing an in-house investment management team and proprietary screening tools.

Cesar Olivares is a financial advisor with International Assets Investment Management, LLC, holding a Series 66 designation and 19 years of industry experience. His prior roles include positions at LPL Financial and SWBC Investment Company. International Assets Investment Management provides advisory services to individuals, high-net-worth clients, retirement plans, and corporations through a national network of independent representatives. The firm offers customized, long-term portfolio strategies using mutual funds, ETFs, equities, and fixed income, and may utilize third-party managers or wrap programs as part of its investment approach.

Neal Wadley is a CFP® professional with seven years of industry experience, currently serving at Linscomb Wealth, Inc. since 2022. His prior experience includes roles at BMO Wealth Management, Westwood Advisors, Westwood Trust, and Tolleson Wealth Management. Linscomb Wealth provides comprehensive wealth planning and investment management to a diverse client base including high-net-worth individuals, families, trusts, charitable organizations, and retirement plans. The firm’s investment approach combines customized policy statements and diversified portfolios managed through a blend of active and passive strategies, supported by an Investment Committee.

Gil Beer is a financial advisor with Arax Advisory Partners, holding the Series 66 designation and bringing 20 years of industry experience. His prior roles include five years at U.S. Capital Wealth Advisors, LLC, and ongoing involvement since 2011 with USCA Securities LLC and USCA RIA LLC. He is also a managing member and 50% owner of GBJB LLC, an investment-related family LLC. Arax Advisory Partners is an SEC-registered multi-team wealth manager with over 200 advisors overseeing approximately $26.5 billion in regulatory assets. The firm serves individuals, high-net-worth clients, family offices, institutions, and retirement plans, offering a range of services including portfolio management, financial planning, and retirement plan consulting, utilizing a combination of internal and external investment management strategies.

Raymond Miller is a CFP®-certified financial advisor with 44 years of industry experience, currently serving at Sunbelt Securities, Inc. in Houston, TX since 2009. He holds Series 63 and Series 65 licenses. Outside of his advisory role, he is involved as a member in a technology investment entity. Sunbelt Securities serves a diverse client base, including individual investors, charitable organizations, and corporate clients, managing approximately $2.0 billion in assets. The firm provides portfolio management, financial planning, and access to third-party money managers, with advisory services delivered through a network of investment adviser representatives.

Jesse Brown is a CFP® with 17 years of industry experience, currently serving at Mariner Independent. His prior roles include positions at Rolling Hills Advisors, Royal Alliance Associates, SES Inc., Seia LLC, and Sii. He is also involved in insurance sales, offering fixed insurance products in addition to his advisory work. Mariner Independent provides investment advisory, financial planning, and consulting services to a diverse client base including individuals, trusts, charitable organizations, corporations, and employer-sponsored retirement plans. The firm offers portfolio management, access to model portfolios and third-party managers, and specialized services for retirement plan sponsors through a platform integrated with institutional resources and sub-advisory relationships.

Peter Nett is a CFP® professional with 23 years of industry experience. He is currently with Hilltop Securities Inc., where he has worked since 2022, following a 17-year tenure at Ameriprise Financial Services, Inc. He holds the Series 66 license and is based in The Woodlands, TX. Hilltop Securities Inc. provides brokerage, execution, clearing, custody, investment advisory, and retirement-plan consulting services to a diverse client base including individuals, corporations, nonprofits, and institutions. The firm operates an open-architecture platform offering a variety of adviser-managed and model-based programs, with distinctive features such as municipal bond strategies co-advised by Franklin Templeton and custody capabilities uncommon among enterprise advisers.

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.