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® with 41 years of experience in the financial services industry. He has been with Advisory Services Network since 2016 and operates his own businesses, including providing real estate and mortgage brokerage services as well as life, health, and long-term care insurance sales. Advisory Services Network offers investment advisory and planning services to individuals, families, corporations, and employer-sponsored retirement plans through a network of independent investment adviser representatives. The firm’s approach includes a range of portfolio management and financial planning services utilizing various securities and third-party managers.

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.

Jana Albus is a financial advisor with Capital Analysts in Sugarland, TX, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. She has worked with Lincoln Investment Planning, Inc. since 2006. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, custom and model portfolios, and retirement-plan advice through a nationwide network of independent advisors and in-house investment management using a proprietary fund screening process.

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.

David Lee is a CFP® professional with 24 years of industry experience, currently serving at Avidian Wealth Solutions since 2020. He also operates David M. Lee, PC, where he provides tax, accounting, and financial planning services independently. Avidian Wealth Solutions is an SEC-registered advisory firm managing approximately $3.99 billion in assets for individuals, families, businesses, retirement plans, and institutional clients. The firm offers model-based portfolio management, financial planning, and fiduciary ERISA-plan advisory services, and is notable for its roles as a fund sponsor and sub-adviser, alongside affiliated insurance and consulting activities.

Julieta Sandoval is a financial advisor at Arax Advisory Partners with 26 years of experience in the industry. She holds a Series 66 designation and has previously worked at U.S. Capital Wealth Advisors, LLC, U.S. Capital Advisors LLC, and related entities. Arax Advisory Partners is an SEC-registered, multi-team wealth manager overseeing approximately $26.5 billion in regulatory assets. The firm serves individuals, high-net-worth clients, family offices, institutions, and retirement plans, offering comprehensive financial planning and portfolio management through a combination of internal and third-party resources.

Ross Mclaurin is a financial advisor with Capital Analysts based in Houston, TX. He holds Series 63 and Series 65 licenses and has 41 years of industry experience, including 39 years with Lincoln Investment Planning, Inc. Ross inherited mineral interests in natural gas production, from which he receives periodic royalty payments. Capital Analysts serves a diverse client base, including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, custom and model portfolios, access to third-party managers, and retirement-plan advice, delivering investment management through both discretionary in-house teams and non-discretionary advisors and managers.

Aaron Hevle 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 prior roles include positions at Next Financial Group, Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and Metlife Securities Inc. Hevle is also a director of finance at Exponent Prosperity Accelerator Advisers LLC, where he provides business development, transition planning, and informal business valuation services, and he acts as an agent selling fixed life insurance and annuity products through Innovative Premier Financial Services. World Equity Group, Inc. offers fee-based investment advisory and financial planning services to a wide range of clients, including high-net-worth individuals, pension plans, trusts, and charitable organizations. The firm utilizes discretionary portfolio management through its wrap-fee program and third-party managers, incorporating risk-tolerance assessments and providing options such as Tax Overlay Management and ETF Select models.

Michelle Boeding is a financial advisor at Symphony Financial, Ltd. Co. in Houston, TX, holding a Series 65 credential with 11 years of industry experience. She has been with Symphony Financial and LPL Financial since 2016. Outside of her advisory role, she works as a pilot trainer for Boeing 787 aircraft at United Airlines, a position she has held since 2006. Symphony Financial provides discretionary investment management, financial planning, and consulting services to individuals, trusts, estates, charitable organizations, and businesses. The firm manages approximately $1.09 billion in assets and employs a long-term investment approach that integrates fundamental and technical analysis, tailoring portfolios to client risk profiles and objectives.

Luke Wuthrich is a CFP® professional with experience at Willis Johnson Wealth and Linscomb Wealth. He has worked in the financial industry since 2021 and is based in Houston, TX. Willis Johnson Wealth serves corporate professionals, executives, and high-net-worth individuals and their families with comprehensive financial planning and investment management. The firm employs an evidence-based, tax-aware investment approach featuring diversified model strategies and tailored solutions, supported by in-house CPA tax services and a program that manages family accounts.

Michael Alexander is a ChFC® credentialed financial advisor with 36 years of industry experience. He is currently with PFG Advisors in Houston, TX, and has held roles at firms including CUSO Financial Services, LP, and First Service Credit Union. His career also includes operating under his own name since 1989. PFG Advisors provides fee-based investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, retirement plans, and corporate clients. The firm employs a combination of top-down macroeconomic allocation and fundamental/technical analysis, primarily using index-based ETFs with periodic rebalancing, and offers access to multiple third-party money managers and platforms.

Nicole Nguyen is a financial advisor with Virtue Capital Management, LLC, holding Series 65 and Series 66 credentials and bringing eight years of industry experience. She is also the owner and principal of Meridian Financial Group, where she recommends insurance-based products. Additionally, Nicole is an author of the educational book *Fiscally Fit* and holds a real estate license primarily for market data and analysis purposes related to her rental properties. Virtue Capital Management, LLC serves individuals, trusts, estates, charitable organizations, corporations, qualified retirement plans, and other advisers with customized portfolio management, financial planning, and consulting. The firm employs a multi-team model and manages assets through tactical, strategic, and dynamic approaches supported by an investment committee and due diligence on third-party managers.

Alden Dichoso is a financial advisor at Sunbelt Securities, Inc. with two years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Sunbelt Securities since 2024. Outside of his advisory role, he works as a Pilates instructor at HIP Fitness. Sunbelt Securities, Inc. provides investment advisory and related services to individual and institutional clients through a network of representatives. The firm offers wrap-fee programs, standalone financial planning, and referrals to third-party money managers using various investment strategies tailored to client needs.

Leslie Corley is a financial advisor at World Equity Group, Inc. with 12 years of industry experience. Her background includes roles at Edward Jones and J.P. Morgan Securities LLC, along with periods as a homemaker. She holds Series 63, 65, and 66 licenses. World Equity Group, Inc. offers fee-based investment advisory and financial planning services to individuals, pension plans, trusts, estates, charitable organizations, and corporations. The firm provides managed portfolios through discretionary management programs and uses risk-tolerance assessments to guide asset allocation, with custody and trade execution handled by Schwab & Co.

Zachary Goodrow is a Series 65-licensed advisor at Chilton Capital Management LLC with one year of industry experience. Prior to joining Chilton in 2024, he held roles at Venturi Private Wealth and Ci Stavis & Cohen Private Wealth. 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 process across multiple dedicated strategies and offers integrated financial planning and fiduciary services, including trustee functions through its affiliated trust company.