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.

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 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 with WORLD EQUITY GROUP, Inc. in Houston, TX, holding Series 63, 65, and 66 licenses with 12 years of industry experience. Her prior roles include positions at J.P. Morgan Securities LLC and Edward Jones. She also has periods identified as homemaker during her career timeline. WORLD EQUITY GROUP, Inc. provides fee-based investment advisory and financial planning services to individuals, including high-net-worth clients, as well as institutions such as pension plans, trusts, and charitable organizations. The firm offers managed portfolios through its wrap-fee programs and combines discretionary portfolio management, financial planning, and access to third-party money managers.

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.

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 at Mutual of Omaha Investor Services, Inc. with 13 years of industry experience. She holds Series 65, Series 63, and Series 66 licenses. Her prior work includes roles at Liberty Mutual Insurance, Allstate Insurance Company, and AAA Insurance Co, as well as periods of self-employment. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm operates through a platform relationship with Envestnet and uses Pershing as custodian, delivering managed solutions that include third-party manager partnerships and MOIS-approved model portfolios.

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.

Jeffrey Green is a financial advisor at Concurrent Investment Advisors, LLC in Houston, TX, with 29 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Raymond James Financial and Raymond James Financial Services for 18 years. He is the founder and president of Green Financial Group, a support company. Concurrent Investment Advisors, LLC is an SEC-registered firm providing wealth management, investment management, financial planning, and retirement advisory services to individuals, families, trusts, businesses, and retirement plans. The firm manages approximately $15.7 billion in assets and utilizes a primarily long-term, portfolio-driven investment approach tailored to client goals and risk tolerance.