Aaron Hevle is a financial advisor at World Equity Group, Inc. in Houston, TX, with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has held roles at firms including Next Financial Group, Mass Mutual Investors Services, and Metlife Securities Inc. Outside of his advisory work, he serves as Director of Finance at Exponent Prosperity Accelerator Advisers LLC, where he focuses on business development, transition planning, and executive retention. World Equity Group provides investment advisory and brokerage services to individuals, high-net-worth clients, business entities, non-profits, and financial institutions. The firm offers a range of portfolio management and financial planning solutions, utilizing both model-based and customized investment approaches.

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.

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.

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.

Joey Martin is a financial advisor at Simplicity Wealth with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including American Trust Investment Services and GWN Securities Inc. In addition to his advisory role, he operates J Martin Financial Services, focusing on life insurance and fixed indexed annuity products. Simplicity Wealth serves a diverse client base, including individual and high-net-worth investors, retirement plans, and financial firms. The firm employs a fund-of-funds investment approach utilizing ETFs, mutual funds, and individual securities, alongside offering discretionary portfolio management and a third-party asset management platform.

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.

Patricia Redd is a financial advisor at OneSeven with a Series 65 credential. She has experience with Raymond James, BBVA in the USA, and other roles prior to joining OneSeven. Outside of her advisory work, she is also an independent insurance agent. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, using diversified portfolios that include mutual funds, ETFs, individual stocks and bonds, and access to alternatives when appropriate. The firm employs a primarily long-term investment approach with some shorter-term trading and offers both discretionary and non-discretionary arrangements.

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.

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. Mission Wealth Management, LP is an SEC-registered multi-team advisory firm managing approximately $17 billion and serving high-net-worth individuals, families, and institutional clients. The firm emphasizes long-term investment strategies and offers a tiered service model tailored to client complexity and asset size.

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.

Patrick Buckley is a financial advisor with Sunbelt Securities, Inc. in Houston, TX, holding a Series 65 designation and four years of industry experience. Prior to joining Sunbelt Securities, he worked at Saxon Interests, Inc. for three years and has been involved with Harper & Pearson Company PC for over a decade, serving as a technical consultant for the accounting firm. Sunbelt Securities serves a diverse client base including individual investors, charitable organizations, and corporate clients, managing approximately $2.0 billion in assets. The firm provides portfolio management, financial planning, and consulting services primarily through its network of investment advisor representatives.