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.

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.

Gaylord Chase Jr. is a financial advisor with Sunbelt Securities, Inc. in Jasper, TX, holding a Series 66 designation and bringing 23 years of industry experience. He has been with Sunbelt Securities since 2011. Outside of his advisory role, he serves on the boards of the Lamar Planned Giving Committee, the Art Museum of Southeast Texas, and Texas SportPac, organizations focused on college fundraising, the arts, and wildlife conservation respectively. Sunbelt Securities serves a diverse client base including individual investors, charitable organizations, and corporate clients, managing approximately $2.0 billion across several thousand accounts. The firm offers portfolio management, financial planning, and consulting services, with advice delivered at the individual advisor level and a focus on discretionary management.

Tuan Nguyen is a financial advisor at Huntleigh Advisors, Inc. in Houston, TX, holding Series 63 and Series 65 licenses with 30 years of industry experience. His prior work includes roles at Raymond James And Associates, Hilltop Securities, Morgan Keegan & Company, LLC, and several other firms. Huntleigh Advisors serves individual clients, small businesses, charities, trusts, estates, and employer retirement plans, offering discretionary and non-discretionary asset management alongside specialized strategies such as its MindShare small- and micro-cap program. The firm combines fundamental, technical, cyclical, and quantitative analysis in its portfolio approaches and provides both model and customized management options.

Karlee Davis is a financial advisor at Willis Johnson Wealth in Houston, TX, holding a Series 65 credential with one year of industry experience. Her prior roles include positions at Tolleson Wealth Management and Helmerich & Payne, as well as a three-year period at Texas A&M University. Willis Johnson Wealth offers comprehensive financial planning and investment management primarily for corporate professionals, executives, and high-net-worth individuals and their families. The firm employs an evidence-based, tax-aware investment approach with diversified strategies and provides in-house tax services and access to private market investments.

Leopold Lueddemann is a financial advisor at Mission Wealth Management, LP in Houston, TX, holding a Series 65 credential with less than one year of industry experience. Prior to joining Mission Wealth, he held roles at Deloitte Consulting LLP and the Markham Group, and has a background that includes attending George Washington University. Mission Wealth Management is a multi-team advisory firm serving affluent individuals, families, pension plans, endowments, and retirement plan sponsors with customized wealth management, financial planning, and portfolio management services that emphasize long-term strategies and a broad range of investment options.

Garry Martin is a financial advisor with Symphony Financial, Ltd. Co. in Houston, TX, holding a Series 63 designation and 40 years of industry experience. He spent 21 years with Raymond James Financial Services before joining Symphony Financial and LPL Financial in 2026. Outside of advising, Martin is involved in several business ventures including ownership of a CNC machine investment operation and a vice president role at a sports bar. Symphony Financial serves individuals, trusts, estates, charitable organizations, and business entities through discretionary portfolio management, financial planning, and multi-family office services. The firm employs a long-term investment philosophy using a range of investment vehicles and offers comprehensive multi-family office solutions that include coordination of outside specialists and specialty lending.

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® and Series 66 credentialed advisor with 22 years of industry experience. He currently works at Arax Advisory Partners and has previous experience at U.S. Capital Wealth Advisors and USCA Securities LLC. Arax Advisory Partners is an SEC-registered, multi-team wealth manager overseeing approximately $26.5 billion in assets. The firm serves individuals, high-net-worth clients, family offices, institutions, and retirement plans through a combination of internal portfolio management, third-party model allocations, and customized strategies.

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 previously worked at U.S. Capital Wealth Advisors and USCA Securities. Outside of advising, he serves on the board of directors for Generation Park Management District and is involved in acting and modeling through his own productions and agencies in Houston. Arax Advisory Partners is a multi-team wealth manager serving individuals, high-net-worth clients, family offices, institutions, and retirement plans. The firm combines internal and external portfolio management with tailored asset allocation and offers a variety of advisory services, including financial planning and retirement plan consulting.

Jo Aldridge is a financial advisor at Northwest Asset Management with 24 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at UBS Financial Services Inc. since 2010. Aldridge is also licensed to sell life, accident, health, and HMO insurance in Texas. Northwest Asset Management is a registered investment adviser managing approximately $3.6 billion for nearly 3,000 clients, including individuals, pension plans, charities, and corporations. The firm uses a fiduciary, customized approach based on Modern Portfolio Theory and strategic asset allocation, combining fundamental and technical analysis to build diversified portfolios.

Kayla Sickman is a financial advisor at Americana Partners, LLC in Houston, TX, holding Series 65 and Series 63 licenses with 11 years of industry experience. She previously worked at Morgan Stanley for 11 years before joining Americana Partners and Saxony Securities in 2025. 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 customizes portfolios through ongoing consultations and discretionary management, utilizing a range of investment vehicles including mutual funds, ETFs, options, and alternative investments.

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.