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.

Kayla Sickman is a financial advisor at Americana Partners, LLC with 11 years of industry experience. She holds Series 65 and Series 63 licenses and previously worked at Morgan Stanley for 11 years. Sickman is currently based in Houston, TX. 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 offers customized portfolio management with a range of investment options and integrated family-office and administrative services.

John Going is a CFP® with 27 years of experience in the financial industry. He is currently with The AmeriFlex Group and Cambridge Investment Research, Inc., having previously worked at Lincoln Financial Securities Corporation and Provident Mutual. Outside of his advisory work, he is a member of the band Hero Pup, where he plays piano and guitar and writes music. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates. The firm offers portfolio management, financial planning, third-party money manager selection, and retirement plan consulting, providing customized strategies through various asset allocation models and discretionary or non-discretionary management options.

Melvin Jacobs is a financial advisor at Sunbelt Securities, Inc. in Houston, TX, holding Series 63 and Series 65 credentials with 41 years of industry experience. His prior roles include positions at Bank of America, Merrill, and UBS Financial Services. Outside of his advisory work, he is involved in entrepreneurial ventures including ownership and management roles in boat and yacht charter businesses. 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 variety of investment approaches and solutions, including a wrap-fee program, standalone financial planning, and access to third-party money managers.

John Asta Jr. is a financial advisor at Gateway Wealth Partners, LLC with 20 years of industry experience. He holds a Series 66 designation and has worked previously at Raymond James & Associates, Elevation Advisory Partners, LLC, and Silver Oak Securities. Outside of his advisory roles, he serves as a mentor to college students through the Villanova University Mentor Program. Gateway Wealth Partners is a registered investment adviser serving individuals, corporations, and retirement plans. The firm offers financial planning, wealth management, and retirement plan consulting services, typically using a mix of low-cost mutual funds, ETFs, individual securities, and independent managers while employing both fundamental and technical analysis.

Marty Harari is a financial advisor at Sunbelt Securities, Inc. in Houston, TX, holding Series 63 and Series 65 licenses with 56 years of industry experience. His career includes roles at WFG Advisors, Inc. and The (Wilson) Williams Financial Group. He is involved with the North Texas Advisory Group, a general financial services advisory group formed by branch members under Sunbelt Securities. Sunbelt Securities serves a diverse client base including individual investors, charitable organizations, and corporate clients, managing approximately $2.0 billion across several thousand relationships. The firm provides portfolio management, written financial planning, and third-party money manager referrals, with advice and portfolio construction delivered at the individual advisor level.

Mindy Abraham is a financial advisor at Avidian Wealth Solutions in Houston, TX, holding a Series 65 credential. She has been with Avidian since 2024 and previously worked at Willis Johnson & Associates and the University of Houston. Avidian Wealth Solutions provides investment management, financial planning, and related advisory services to individuals, families, retirement plans, corporations, trusts, and institutional clients. The firm uses a combination of managed model solutions and customized portfolios, includes alternative investments in its offerings, and maintains active roles in pooled and private funds management.

Edward Randall IV is a financial advisor at Arax Advisory Partners in Houston, TX, with 27 years of industry experience. He holds Series 63, 65, and 66 licenses and has previously worked at UBS Financial Services and U.S. Capital Wealth Advisors. Outside of his advisory work, he serves on the board of directors for Dynamic Health Strategies, a non-investment-related organization. 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 portfolio management, financial planning, retirement plan consulting, and private fund advisory, employing both in-house teams and independent managers across traditional and alternative investments.

Makemma Wolff is a CFP® and Series 65-licensed advisor with Willis Johnson Wealth in Houston, TX, and has three years of industry experience. She has worked at several firms including Avion Wealth, Theory Planning Partners, and Brownlee Wealth Management. Prior to her advisory career, she held roles in education at Texas Tech University and local schools. Willis Johnson Wealth provides comprehensive financial planning and investment management for corporate professionals, executives, and high-net-worth individuals and their families. The firm uses an evidence-based, tax-aware investment approach focused on diversification, tax coordination, and low-cost implementation, supported by in-house CPA services and specialized model strategies.

Timothy Miller is a financial advisor with Symphony Financial, Ltd. Co. in Houston, TX, holding one year of industry experience. Prior to joining Symphony Financial, he has been affiliated with Texas Republic Capital Corporation since 2012. Symphony Financial serves individuals, trusts, estates, charitable organizations, and business entities by offering discretionary portfolio management, financial planning, and consulting services. The firm provides a broad range of multi-family office services and employs a long-term investment philosophy that combines fundamental and technical analysis.