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.

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.

Antonino Green is a financial advisor at Concurrent Investment Advisors, LLC with a Series 66 designation and one year of industry experience. His prior roles include positions at Winstone Wealth Partners, Raymond James Financial Services, Inc., and Chilton Capital Management. Green’s background also includes academic and educational experience at The University of Texas at Austin, Houston Community College, and Episcopal High School. Concurrent Investment Advisors, LLC is an SEC-registered firm serving individuals, high-net-worth clients, families, trusts, businesses, and retirement plans. The firm manages approximately $15.7 billion in assets across about 240 advisors, employing a primarily long-term, portfolio-driven investment approach using ETFs, mutual funds, and selected individual securities tailored to client goals and risk tolerance.

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.

David Thailing is a financial advisor with Concurrent Investment Advisors, LLC in Houston, TX, holding Series 63 and Series 65 licenses and 25 years of industry experience. His prior roles include positions at Avidian Wealth Solutions, Insight Wealth Strategies, Mutual Securities, and Lincoln Financial Advisors. Concurrent Investment Advisors is an SEC-registered firm providing wealth management, investment management, financial planning, and retirement advisory services to individuals, families, businesses, and retirement plans. The firm manages approximately $15.7 billion in assets with about 240 advisors and employs a primarily long-term, portfolio-driven investment approach using ETFs, mutual funds, and select individual securities.

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 in Houston, TX, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been affiliated with Lincoln Investment Planning, Inc. since 1987. Outside of advisory work, he holds inherited mineral interests in natural gas production, receiving periodic royalty payments. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, retirement plans, trusts, and corporate clients. The firm offers discretionary and non-discretionary portfolio management through various programs and uses an in-house investment management team that operates proprietary model portfolios and a mutual-fund screening process.

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.

Dennis Greensage is a financial advisor at Symphony Financial, Ltd. Co. with 43 years of industry experience. He holds a Series 63 designation and has worked at Symphony Financial since 2014 and LPL Financial since 2004. Greensage is involved with The Greensage Group, a business that handles non-variable insurance and related activities. 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 coordinates with outside specialists, applying a long-term investment philosophy using a variety of investment vehicles and fiduciary services.

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 at Virtue Capital Management, LLC with eight years of industry experience. She holds the Series 66 and Series 65 designations and has previously worked at Meridian Financial LLC and Insurmark Inc. Outside of her advisory role, Nguyen is an author of the book *Fiscally Fit* and owns an insurance-based business, Meridian Financial Group. Virtue Capital Management, LLC is an SEC-registered enterprise adviser serving individuals, trusts, estates, charitable organizations, corporations, and qualified plans. The firm employs a combination of tactical, strategic, and quantitative strategies to tailor portfolios to clients’ objectives and risk tolerances and offers services including portfolio management, financial planning, and client education.

Alden Dichoso is a financial advisor with Sunbelt Securities, Inc. based in Houston, TX. He holds Series 65 and Series 63 licenses and has one year of industry experience. Alden also works as a Pilates instructor at HIP Fitness outside of his advisory role. Sunbelt Securities, Inc. provides investment advisory and related services to individual and institutional clients through a network of investment adviser representatives. The firm offers a range of approaches, including fundamental, technical, tactical, and strategic methods, and provides services such as the Sunbelt RD wrap-fee program, standalone financial planning, and referrals to third-party money managers.

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.

Lauren Smith is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Concurrent Investment Advisors, LLC in Houston, TX. Prior to joining Concurrent, she worked at Raymond James Financial Services Advisors from 2015 to 2026. Outside of her advisory role, Smith owns and operates The Accessory Scout, a retail business focused on inventory management and online sales. Concurrent Investment Advisors, LLC is an SEC-registered enterprise advisory firm that provides wealth management, investment management, and financial planning services to individuals, high-net-worth clients, families, trusts, businesses, and retirement plans. The firm employs a primarily long-term, portfolio-driven investment approach using ETFs, mutual funds, and selected individual securities tailored to client goals and risk tolerance.

Caleb Hesseltine is a financial advisor at Strategic Wealth Investment Group, LLC in Houston, TX. He holds a Series 66 designation and has under one year of industry experience. His prior roles include positions at Strategic Wealth Designers, LPL Financial LLC, and National Financial Alliance. Strategic Wealth Investment Group provides discretionary portfolio management and financial planning primarily to individual and high-net-worth clients, also serving corporations and business entities. The firm combines internally developed and third-party model portfolios, using a variety of investment analysis methods, and may delegate trading while retaining overall client suitability responsibility.