Patricia Redd is a financial advisor at OneSeven in Houston, TX, holding a Series 65 designation with approximately three years of industry experience through roles at Raymond James, OneSeven (d/b/a HTR Wealth Management), and Apollon Wealth Management. She has also worked outside the industry at BBVA and Kings Crossing Church of Christ. Additionally, she is an independent insurance agent. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, offering diversified portfolio management and financial planning with a primarily long-term investment approach.

Fran Jackson Jr. is a financial advisor with John Hancock Personal Financial Services, LLC, holding Series 63 and Series 65 credentials and bringing 16 years of industry experience. His career includes multiple roles within John Hancock entities as well as Valic Financial Advisors and GWFS Equities. John Hancock Personal Financial Services, LLC serves a diverse range of clients—including individuals, trusts, estates, non-profits, and business entities—offering financial planning, consultative services, and an Emergency Savings program. The firm utilizes third-party software to create written financial plans, which advisors review and present, supporting a technology-assisted model with a high client-to-advisor ratio.

Ryan Ringuet is a financial advisor at Arax Advisory Partners with 21 years of industry experience. He holds a Series 66 designation and has worked at UBS Financial Services, USCA Securities LLC, and U.S. Capital Wealth Advisors. 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, and private fund advisory, utilizing both in-house and external portfolio teams along with a mix of traditional and alternative investments.

Andrew Kulha is a CFP® and Series 65-licensed advisor at Mission Wealth Management, LP with eight years of industry experience. He has worked at several firms, including Mariner Wealth Advisors and Patriot Wealth Management, before joining Mission Wealth Management in 2022. Mission Wealth Management serves high-net-worth individuals, families, and institutional clients by providing wealth management, financial planning, investment management, and related consulting services. The firm employs a “total picture” approach that integrates investment management with tax, trust, legacy, philanthropy, and risk planning, tailoring portfolios with a mix of internal and third-party management.

George Biggs is a financial advisor at Americana Partners, LLC with 22 years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley and Morgan Stanley Smith Barney LLC for 15 years. Outside of his advisory role, he is a limited partner in a family limited partnership involved in oil and gas royalties. 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, utilizing a broad range of investment vehicles and leveraging technology and third-party service providers as part of its implementation process.

Patrick Buckley is a financial advisor with Sunbelt Securities, Inc. in Houston, TX, holding a Series 65 designation and four years of industry experience. Prior to joining Sunbelt Securities, he worked at Saxon Interests, Inc. for three years and has been involved with Harper & Pearson Company PC for over a decade, serving as a technical consultant for the accounting firm. 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 consulting services primarily through its network of investment advisor representatives.

Gaylord Chase Jr. is a financial advisor with Sunbelt Securities, Inc. in Jasper, TX, holding a Series 66 designation and bringing 23 years of industry experience. He has been with Sunbelt Securities since 2011. Outside of his advisory role, he serves on the boards of the Lamar Planned Giving Committee, the Art Museum of Southeast Texas, and Texas SportPac, organizations focused on college fundraising, the arts, and wildlife conservation respectively. Sunbelt Securities serves a diverse client base including individual investors, charitable organizations, and corporate clients, managing approximately $2.0 billion across several thousand accounts. The firm offers portfolio management, financial planning, and consulting services, with advice delivered at the individual advisor level and a focus on discretionary management.

Tuan Nguyen is a financial advisor at Huntleigh Advisors, Inc. in Houston, TX, holding Series 63 and Series 65 licenses with 30 years of industry experience. His prior work includes roles at Raymond James And Associates, Hilltop Securities, Morgan Keegan & Company, LLC, and several other firms. Huntleigh Advisors serves individual clients, small businesses, charities, trusts, estates, and employer retirement plans, offering discretionary and non-discretionary asset management alongside specialized strategies such as its MindShare small- and micro-cap program. The firm combines fundamental, technical, cyclical, and quantitative analysis in its portfolio approaches and provides both model and customized management options.

Karlee Davis is a financial advisor at Willis Johnson Wealth in Houston, TX, holding a Series 65 credential with one year of industry experience. Her prior roles include positions at Tolleson Wealth Management and Helmerich & Payne, as well as a three-year period at Texas A&M University. Willis Johnson Wealth offers 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 with diversified strategies and provides in-house tax services and access to private market investments.

Leopold Lueddemann is a financial advisor at Mission Wealth Management, LP in Houston, TX. He holds a Series 65 designation and has been with Mission Wealth since 2025. His prior experience includes roles at Deloitte Consulting LLP and Markham Group, as well as a background as a student at George Washington University. Mission Wealth Management serves high-net-worth individuals, families, and institutional clients including pension plans, endowments, and charitable organizations. The firm offers comprehensive wealth management and personalized financial planning, integrating investment management with tax, trust, legacy, philanthropy, and risk planning through a “total picture” approach.

Garry Martin is a financial advisor with Symphony Financial, Ltd. Co. in Houston, TX, holding a Series 63 designation and bringing 41 years of industry experience. Prior to joining Symphony Financial and LPL Financial in 2026, he spent over 20 years with Raymond James Financial Services and three years at A. G. Edwards & Sons, Inc. Outside of his advisory role, Martin is involved in business ventures including ownership interests in Micro Racing and JD Engineering and a partnership position at PJ Sports Bar. 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 employs a long-term investment approach using a variety of securities and independent managers, providing comprehensive solutions including ERISA 3(21) fiduciary services and coordination with outside specialists.

Ziliang Liu is a financial advisor at Willis Johnson Wealth in Houston, TX. He holds a Series 65 designation and began his advisory career in 2026. Prior to joining Willis Johnson Wealth, Liu attended Baylor University and Southern Methodist University and worked briefly with Deloitte China Beijing and AWS Shenzhen. Willis Johnson Wealth provides comprehensive financial planning and investment management primarily for corporate professionals, executives, and high-net-worth individuals. The firm employs an evidence-based, tax-aware investment approach focused on diversification, low-cost implementation, and systematic rebalancing, alongside tailored strategies including private-market investments and structured protection models.

Joshua Hall is a CFP® professional with nine years of experience in the financial services industry. He is currently with Parallel Advisors, LLC and has prior experience at Clarus Wealth Group, Sentinel Trust Company, and Wells Fargo Advisors. Parallel Advisors serves individuals, business entities, retirement plans, trusts, estates, and charitable organizations with discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a multi-strategy investment approach that includes fixed income, mutual funds, ETFs, independent managers, and options strategies, supported by technology platforms for portfolio management and tax-efficient rebalancing.

Nicholas Erwin is a CFP®-credentialed financial advisor with 22 years of industry experience, currently serving at Arax Advisory Partners. His career includes roles at UBS Financial Services and RBC Capital Markets, as well as over a decade at USCA Securities LLC. Erwin is based in Houston, TX. 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 utilizing both internal portfolio teams and external managers across traditional and alternative investments.

Javier Parada is a financial advisor at CORDA Investment Management, LLC with 18 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Fidelity Investments for 17 years before joining CORDA in 2024. CORDA Investment Management is a multi-team registered investment adviser managing approximately $2.0 billion in client assets for about 1,359 clients. The firm offers discretionary portfolio management and integrated financial planning to individuals, including high-net-worth clients, and provides pension consulting, tax preparation, and estate-planning document services.

Maryanna Braun is a CFP® professional with eight years of experience in the financial services industry. She currently works at Sowell Management and has held previous roles at Baker Tilly Wealth Management, Baker Tilly US LLP, MRZ Financial Services, and United Capital Financial Advisers, including time during its affiliation with Goldman Sachs. She is also co-founder and partner of Bellwether Advisory Group, LLC. Sowell Management is a multi-team registered investment adviser serving individuals, retirement plans, corporations, and other RIAs with portfolio management, financial planning, and retirement-plan advisory services. The firm employs various investment strategies and provides support services to its independent contractor advisors.

Kerry Rigdon is a financial advisor with Sunbelt Securities, Inc. in Houston, TX, holding Series 63 and Series 65 credentials and over 40 years of industry experience. He has worked at McPherson & Mayberry Personal Wealth Management and WFG Advisors, LP. Outside of advising, he has experience as an independent insurance agent and has been involved in estate planning services. Sunbelt Securities provides investment advisory and related services to individual, high-net-worth, and institutional clients through a network of representatives who offer portfolio management, financial planning, and referrals to third-party money managers using varied investment strategies.

Michelle Roberts is a financial advisor at Symphony Financial, Ltd. Co. with four years of industry experience. She holds the Series 65 credential and previously worked at Retirement Planners of America. She is also the sole proprietor of Vantage Point Test Prep, an exam preparation and tutoring business that she continues to own but does not actively manage. Symphony Financial serves individuals, trusts, estates, charitable organizations, and business entities through discretionary portfolio management, financial planning, and consulting. The firm offers a broad multi-family office platform and applies a long-term investment philosophy using a range of investment vehicles tailored to client needs.

Davis Rushing is a financial advisor at Arax Advisory Partners with 20 years of industry experience. He holds a Series 66 designation and has worked at firms including UBS Financial Services and U.S. Capital Wealth Advisors. Outside of his advisory role, Mr. Rushing serves on the board of directors for the Generation Park Management District and is involved in acting and modeling through his own production company and agency. Arax Advisory Partners provides wealth management and advisory services to individual, high-net-worth, institutional, and business clients. The firm offers portfolio management, financial planning, retirement plan consulting, private fund advisory, and a wrap fee program, managing accounts on a fiduciary basis with a mix of traditional and alternative investments supported by AI tools and third-party analytics.

Jo Aldridge is a financial advisor with Northwest Asset Management in Houston, TX, holding Series 63 and Series 65 licenses and 24 years of industry experience. Her prior roles include positions at UBS Financial Services, Morgan Stanley, and Citigroup Global Markets. She is also licensed to sell life, accident, health, and HMO insurance in Texas. Northwest Asset Management serves individuals—including high-net-worth clients—as well as pension and profit-sharing plans, charitable organizations, and institutional clients. The firm employs strategic asset allocation and Modern Portfolio Theory across diversified investments while offering customized investment management, retirement planning, consulting, tax preparation, and sub-advisory services.