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 joined Corda in 2024 after spending 17 years at Fidelity Investments. He holds Series 63 and Series 66 credentials. Corda Investment Management is a multi-team registered investment adviser managing approximately $2.0 billion in client assets across a team of about 30 advisors. The firm provides discretionary portfolio management and integrated financial planning for individuals, including high-net-worth clients, as well as pension consulting and tax preparation services.

Kristen Shepherd is a financial advisor at Wealthcare Advisory Partners LLC with 11 years of industry experience. She holds a Series 66 designation and has previously worked with 1st Global Advisors, Inc and Beacon Wealth Management, LLC. Wealthcare Advisory Partners LLC manages approximately $6.0 billion in client assets through a team of over 150 advisors, serving individuals, trusts, retirement plans, charitable organizations, and businesses. The firm combines a goals-based, client-centered planning process with an evidence-based investment framework, utilizing proprietary quantitative measures alongside fundamental and technical analysis to construct long-term portfolios.

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 licenses with 40 years of industry experience. He has previously worked at Bank of America and Merrill, and has been with Sunbelt Securities since 2017. Outside of his advisory role, Jacobs is involved in several non-investment ventures including managing a boat charter business and participating in yacht charter operations. Sunbelt Securities serves individual investors, charitable organizations, and corporate clients, managing approximately $2.0 billion across thousands of client relationships. The firm offers portfolio management primarily through discretionary wrap programs, written financial planning, and referrals to third-party money managers.

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 with 27 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at U.S. Capital Wealth Advisors and related affiliates since 2010. Outside of advising, he serves on the board of Dynamic Health Strategies, a healthcare organization. Arax Advisory Partners is an SEC-registered, multi-team wealth manager overseeing approximately $26.5 billion in assets and serving individuals, high-net-worth clients, family offices, institutions, and retirement plans. The firm employs a combination of internal management, third-party models, and tailored asset allocation to meet client objectives and utilizes performance-based fee arrangements and carried interest structures for certain qualified investors and private funds.

Makemma Wolff is a CFP®-certified financial advisor with Willis Johnson Wealth in Houston, TX, and has two years of industry experience. She has held prior roles at Avion Wealth, LLC, and Brownlee Wealth Management, among others. Willis Johnson Wealth provides 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 and offers services including retirement planning, trust and estate planning, and access to private market investments.

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.

Yerassyl Sundetbayev is a CFP® with six years of industry experience, currently serving as a financial advisor at Willis Johnson Wealth. His prior roles include positions at Ernst & Young LLP and military service in the U.S. Army and Army Reserve. He continues to serve in the U.S. Army Reserve while working in financial advising. 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 and offers a range of model strategies and tailored solutions, supported by in-house tax services and private market investment options.

Cindy Day is a financial advisor with Wealthcare Advisory Partners LLC in Houston, TX, holding a Series 66 designation and 16 years of industry experience. Her prior work includes roles at LPL Financial, 1ST Global Advisors, and Kenneth Day CPA. She also owns a bookkeeping business. Wealthcare Advisory Partners manages approximately $6.0 billion in client assets through a team of over 150 advisors, serving individuals, trusts, retirement plans, and businesses with wealth management, financial planning, and access to alternative investments. The firm employs a goals-based planning process supported by proprietary software and an evidence-based investment framework.

Juan Munoz is a CFP®-certified financial advisor with 16 years of industry experience. He is currently with The Wealth Consulting Group, having previously worked at Capital Asset Advisory Service, The Noble Group, Raymond James Financial Services Advisors, and SAGEPOINT FINANCIAL. Munoz provides investment advisory services through WCG Wealth Advisors, LLC. The Wealth Consulting Group offers fee-based wealth management, portfolio management, financial planning, and retirement-plan advisory services to a diverse client base, including individuals, corporate and plan sponsors, charities, trusts, and estates. The firm employs a tailored investment process that integrates fundamental, technical, macroeconomic, and quantitative analysis, and it supports clients through multiple custodial platforms and sponsored programs.

Jonathan Partridge is a financial advisor at Willis Johnson Wealth in Houston, TX, holding a Series 65 credential. He joined the firm in 2025 and has diverse prior experience across various industries, including healthcare and education. Willis Johnson Wealth provides 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 multiple model strategies and offers specialized services such as in-house CPA tax preparation and tailored investment solutions.