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.

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.

Ty Helm is a Series 65 licensed advisor at Willis Johnson Wealth with one year of industry experience. Prior to joining Willis Johnson Wealth, he held positions at Blue Trust, H-E-B, and has experience in educational roles at Texas A&M University, Houston Museum of Natural Science, Bellaire High School, and Pin Oak Middle School. Willis Johnson Wealth offers comprehensive financial planning and investment management services primarily for corporate professionals, executives, and high-net-worth individuals and their families. The firm employs an evidence-based, tax-aware investment approach and provides various tailored strategies along with an in-house CPA tax service.

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.

Michael Miller is a financial advisor with TFO Wealth Partners in Houston, TX, holding a Series 66 credential and 16 years of industry experience. He has worked with Miller Grossbard Advisors, LLP since 2013 and TFO Wealth Partners since 2010. Outside of advising, he serves as Chief Operating Officer at Synergy Risk Management, Ltd., focusing on fixed and index life insurance and annuity products, and is Director of Operations at Miller Grossbard Advisors, LLP, where he assists with general management and reporting. TFO Wealth Partners manages approximately $4.85 billion in client assets for individuals, family offices, trusts, charitable organizations, and corporate clients. The firm employs long-term, asset-allocation driven strategies based on modern portfolio theory, utilizing model portfolios with mutual funds, ETFs, and third-party managers, and offers a range of financial planning and family office services.

Shawndra Rodriguez is a financial advisor with Mutual Of Omaha Investor Services, Inc., holding Series 65, 63, and 66 licenses and bringing 13 years of industry experience. Her background includes roles at Liberty Mutual Insurance, AAA Insurance Co, and Allstate Insurance Co, as well as periods of self-employment. Mutual Of Omaha Investor Services, Inc. offers advisory services to individuals, corporations, and qualified retirement plans, providing one-time and ongoing financial planning, managed account programs, and retirement plan consulting. The firm primarily delivers managed solutions through a platform relationship with Envestnet and uses Pershing as custodian and broker-dealer for many accounts.

Hunter Hart is a financial advisor at Intrua Financial with 22 years of industry experience. He holds a Series 66 designation and has been affiliated with Intrua Advisory Group, LLC and LPL Financial since 2016. His work includes providing investment advisory services through Intrua Advisory Group, an independent registered investment advisor. Intrua Financial is an SEC-registered multi-team firm managing approximately $1.75 billion in assets with 37 advisors. The firm serves individuals, high-net-worth clients, trusts, foundations, and employer-sponsored retirement plans using a blend of fundamental, technical, and cyclical analysis to create customized investment strategies implemented through direct management, model portfolios, and third-party managers.

Shelley Nadel is a CFP® professional with 18 years of experience in financial advising. She is currently associated with Csenge Advisory Group, LLC and has held roles at Integrity Alliance, LLC and Lion Street Advisors. Outside of her advisory work, she owns Food and Finance with Shelley LLC, which provides financial literacy education to employees of various companies. Csenge Advisory Group offers investment advisory and retirement-plan consulting services to individuals, high net worth clients, charities, and corporate/business clients. The firm employs a combined fundamental and technical analysis approach, emphasizing a relative strength methodology and a top-down process to customize client portfolios using discretionary management or model-based allocations.

Dane Byers is a financial advisor with LPL Financial in Houston, TX, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with LPL Financial since 2015 and is involved with Intrua Financial, a registered investment advisor hybrid entity associated with his LPL business. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households, offering a range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

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 the Series 66 designation and has worked at U.S. Capital Wealth Advisors, LLC and USCA Securities LLC in various advisory roles. Arax Advisory Partners is a multi-team wealth manager overseeing approximately $26.5 billion in assets, serving individuals, high-net-worth clients, family offices, institutions, and retirement plans. The firm employs a combination of internal portfolio management, third-party models, and tailored asset allocation, and is noted for its use of performance-based fee arrangements and carried-interest structures for qualified investors and private funds.

Claire Taylor is a financial advisor at Blacktower Financial Management (US) LLC with three years of industry experience. She holds a Series 65 designation and has worked at several firms including St. James's Place Wealth Management Plc and Forth Capital (USA), LLC. Blacktower Financial Management (US) LLC provides financial planning, retirement-plan consulting, and investment advisory services primarily to UK expatriates residing in the United States, focusing on UK pension transfers and ongoing portfolio management. The firm manages assets mainly on a non-discretionary basis, using a range of investment vehicles and third-party managers, and serves clients with specialized pension transfer expertise.

Andrew Kulha is a CFP® with eight years of industry experience, currently serving as a financial advisor at Mission Wealth Management, LP since 2022. His prior experience includes roles at Mariner Wealth Advisors and Patriot Wealth Management, Inc., among others. Kulha has a background that includes legal practice through Kulha Law LLC. Mission Wealth Management is a multi-team SEC-registered advisory firm that serves affluent and high-net-worth individuals and families, as well as pension plans, endowments, and retirement plan sponsors. The firm offers customized, long-term wealth management strategies through tiered service models and incorporates a wide range of investment options, including alternative investments and tax-aware portfolio 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.