Shannon Willems is a financial advisor at New Edge Wealth with 14 years of industry experience. He holds a Series 66 designation and previously worked at Sanford C. Bernstein & Co., LLC for 12 years. Willems has been with New Edge Wealth and its affiliated broker-dealer since 2026. New Edge Wealth primarily serves ultra-high-net-worth individuals, families, family offices, foundations, trusts, and other institutional clients. The firm focuses on asset allocation and investor behavior, tailoring portfolios through a combination of independent managers, model strategies, and proprietary investment solutions, supplemented by AI-assisted analytics with human oversight.

Annelise Bovet is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Robertson Stephens. Her prior roles include positions at Collaboration Capital LLC, Perigon Wealth Management, and Chilton Capital Management. She is also a licensed Notary Public. Robertson Stephens provides investment advisory services to individuals, families, trusts, and charitable organizations, managing over $8 billion in assets. The firm offers a range of portfolio management and planning services, utilizing in-house models and third-party managers across various asset classes.

Dean Boebinger is a Certified Financial Planner (CFP®) with 25 years of industry experience. He has been with Strategic Financial Concepts, LLC since 2010 and also maintains a long-term association with King Investment Advisors, Inc. since 2000. Strategic Financial Concepts provides personalized investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth households, retirement plans, and institutional clients. The firm employs a combination of fundamental and technical analysis, model portfolios, and third-party manager solutions to deliver discretionary portfolio management and integrated financial planning.

Peyton Denney is a financial advisor at Arax Advisory Partners with two years of industry experience. He holds the Series 66 designation and previously worked at USCA Securities LLC and US Capital Advisors. Denney has a background including roles at Stephen F. Austin State University and Cypress Creek High School. Arax Advisory Partners provides wealth management and advisory services to individuals, high-net-worth clients, family offices, institutions, and businesses. The firm offers portfolio management, comprehensive financial planning, retirement plan consulting, and private fund advisory, utilizing both traditional and alternative investments supported by in-house teams and independent managers.

Benjamin Kimla is a CFP® and holds a Series 65 license with 11 years of industry experience. He has worked at OneSeven since 2021 and previously held roles at Baron Financial Advisors, LLC and 121 Advisory Group LLC. Outside of advisory work, he is an independent insurance agent focused on life, health, and fixed insurance products. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, offering portfolio management, financial planning, and retirement-plan consulting. The firm employs a primarily long-term investment approach with diversified portfolios, access to alternatives, and both discretionary and non-discretionary arrangements.

Justin Purvis is a financial advisor with Symphony Financial, Ltd. Co. in Houston, TX, holding Series 65 and 66 licenses and 14 years of industry experience. He has worked with Symphony Financial and LPL Financial since 2019 and previously held roles at ADP and Lawing Financial. Symphony Financial provides discretionary portfolio management, financial planning, and consulting services to individuals, trusts, estates, charitable organizations, and business entities. The firm offers multi-family office services and employs a long-term investment approach that incorporates fundamental and technical analysis, utilizing a range of investment vehicles and coordinating with outside specialists for comprehensive client service.

Joshua Caltrider is a financial advisor with Americana Partners, LLC in Houston, TX, holding a Series 66 designation and 13 years of industry experience. His career includes roles at Morgan Stanley and Purshe Kaplan Sterling Investments before joining Americana Partners in 2019. He is also a co-founder of JEM Oil, LLC, an entity established for estate planning purposes to hold passive investments in oil well working interests. Americana Partners provides financial planning, consulting, and discretionary 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 range of investment vehicles and technology platforms, and serves as investment manager or adviser to multiple private pooled investment vehicles offered to qualified investors.

Leslie Rich is a financial advisor with Arax Advisory Partners in Houston, TX, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. Prior to joining Arax, Leslie worked at U.S. Capital Wealth Advisors and UBS Financial Services. Outside of advisory work, Leslie serves as a director overseeing charitable gifts for Waylands Way and operates a consulting business assisting individuals going through divorce. 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 discretionary and non-discretionary portfolio management, comprehensive financial planning, and retirement plan consulting, utilizing a mix of in-house teams, external managers, and alternative investments.

Matthew Schwartz is a CFP® and holds a Series 65 license with six years of industry experience. He has worked at TFO Wealth Partners since 2019 and previously held positions at Capstone Partners and Lion Street. Outside of his advisory role, he works as an insurance agent designing life insurance policies. TFO Wealth Partners serves individual clients, family offices, retirement plans, trusts, charitable organizations, and corporate clients, managing approximately $4.85 billion in assets. The firm employs a long-term, asset-allocation driven investment approach using model portfolios primarily composed of mutual funds and ETFs, supplemented by third-party managers, and offers a range of services including portfolio management, family office services, and financial planning.

Chris Galliano Sr. is a financial advisor with Northern Trust Securities, Inc. in Houston, TX, holding Series 63, 65, and 66 licenses and bringing 26 years of industry experience. He has worked at Northern Trust Securities since 2011, following positions at Hilltop Securities, Morgan Stanley, and Citigroup Global Markets. Outside of his advisory role, he assists with tax preparation for his spouse's interior design and construction business. Northern Trust Securities, Inc. serves high-net-worth individuals, retail investors, and institutional clients with discretionary portfolio management through a model-driven wrap fee program. The firm offers Separately Managed Accounts, Fund Strategist Portfolios, and Strategist UMAs via the Fidelity Managed Account Xchange platform, combining advisory, brokerage, and custody services.

Ann Marie Liotta is a financial advisor with M HOLDINGS SECURITIES, Inc. in Houston, TX, holding a Series 66 designation and nine years of industry experience. She previously worked at Lombard International and currently has roles with Cohn Financial Group and Starboard Advisors LLC, where she provides expertise on tax and investment structures and advises on insurance. She also serves as a producer at Gallagher, focusing on life insurance education and solutions. M HOLDINGS SECURITIES, Inc. serves a diverse client base including individuals, retirement plans, charitable organizations, and corporations through independent Member Firms and Financial Professionals nationwide. The firm offers a range of advisory and brokerage services, including discretionary investment management, retirement plan consulting, financial planning, and insurance advisory, utilizing both internal portfolio managers and third-party sub-advisors.

William Howard is a Series 66-licensed financial advisor with 18 years of industry experience. He has been with Sunbelt Securities, Inc. since 2010 and previously worked at Ameriprise for two years. Outside of his advisory role, he holds a silent ownership interest in Pamco, a non-investment business. 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 portfolio management strategies, including discretionary authority within their wrap-fee program, and does not enforce a uniform investment model across advisors.

James Manale is a CFP® with four years of industry experience, currently advising clients at Intrua Financial in Houston, TX. Prior to joining Intrua Financial, he worked at Alliance Credit Union and LPL Financial LLC. Intrua Financial is a multi-team SEC-registered advisory firm with approximately $1.75 billion in regulatory assets under management, serving individuals, high-net-worth clients, trusts, foundations, and employer-sponsored retirement plans. The firm employs a comprehensive investment process that includes fundamental and technical analysis, offering both discretionary and non-discretionary asset management alongside financial planning and retirement plan consulting services.

Robert Bradford is a CFP® professional affiliated with Intrua Financial and has 24 years of experience in the financial services industry. He has worked with several firms, including LPL Financial, Lucia Capital Group, Raymond J. Lucia Companies, and WFG Advisors. Since 2016, he has been with Intrua Financial, an independent investment advisory firm where he provides investment advisory services. Intrua Financial is an SEC-registered multi-team advisory firm serving individuals, high-net-worth clients, trusts, foundations, and employer-sponsored retirement plans. The firm combines fundamental analysis, modern portfolio theory, and technical and cyclical analysis to create customized asset allocations and investment policy statements, offering discretionary and non-discretionary asset management along with comprehensive financial planning and retirement plan consulting.

Heidi Davis is a CFP® and PFS™ with 37 years of experience in financial advising. She has been with Linscomb & Williams, now Linscomb Wealth, Inc., since 1992. The firm provides comprehensive wealth planning and investment management to individuals, families, trusts, charitable organizations, and other entities, including specialized family office services. Linscomb Wealth employs a customized investment process combining discretionary portfolio management with tailored planning, integrating both active and passive strategies across diversified asset classes.

Kenneth Green is a financial advisor at New Edge Wealth in Houston, TX, holding Series 65 and Series 63 designations. He has accumulated experience at several firms, including Charles Schwab & Co., Inc. and Green Wealth Management Group, and spent ten years in full-time education prior to his advisory career. New Edge Wealth primarily serves ultra-high-net-worth individuals, families, family offices, foundations, trusts, and institutional clients. The firm offers a range of advisory services centered on asset allocation and investor behavior, utilizing a combination of independent managers, model strategies, proprietary investment solutions, and AI-assisted analytics alongside adviser judgment.

Steve Mangold is a financial advisor at Arax Advisory Partners with 28 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. His prior roles include positions at Sanders Morris Harris, Northwestern Mutual Investment Management, and Next Financial Group, among others. Arax Advisory Partners provides wealth management and advisory services to individual and high-net-worth clients, family offices, institutions, and businesses. The firm employs both discretionary and non-discretionary portfolio management strategies, utilizing in-house and independent managers alongside traditional and alternative investments.

Bradley Morris is a financial advisor with IP Financial Advisory Services LLC based in Houston, TX, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His career includes roles at Innovation Partners LLC, LifeMark Securities Corp., Foresters Equity Services, and Prudential-affiliated firms. In addition to his advisory work, he serves as president of B.A. Morris & Company Inc., a beverage importing and wholesaling business. IP Financial Advisory Services LLC primarily serves individual retail clients, offering portfolio management, financial planning, and consulting services. The firm uses a range of analytical approaches and provides specialized advisory services including actuarial and benefits consulting, focusing mainly on non-high-net-worth investors and retirement plan participants.

Glen Rives is a CFP® professional affiliated with BakerAvenue Wealth Management, LP, with 15 years of experience in the financial industry. His prior experience includes roles at Morgan Stanley, Willis Johnson & Associates, Mercer Advisors, and Time Financial. He holds Series 63, 65, and 66 licenses and is based in Houston, TX. BakerAvenue Asset Management is an SEC-registered multi-team wealth manager serving individual, high-net-worth, and institutional clients. The firm provides discretionary portfolio management, financial planning, family office services, and access to alternative investments, employing a range of strategies that combine quantitative, fundamental, and tactical allocation methods.

Harrison Hamilton is a CFP® with nine years of industry experience, currently serving as a financial advisor at Sunbelt Securities, Inc. in Houston, TX. He has previously worked at Smith Anglin Financial, Fisher Investments, TD Ameritrade, Scottrade, and Farmers Insurance. Sunbelt Securities, Inc. offers investment advisory and related services to individual and institutional clients through a network of investment adviser representatives, providing portfolio management, financial planning, and access to third-party money managers with a flexible approach to investment strategies.