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.

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 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, where he has worked since 2025. He also has experience with Texas Republic Capital Corporation dating back to 2012. Symphony Financial, Ltd. Co. offers discretionary investment management, financial planning, consulting, and self-directed retirement account services to individuals, trusts, estates, charitable organizations, and business entities. The firm manages approximately $1.09 billion in assets and employs a long-term investment approach that combines fundamental and technical analysis, tailoring portfolios to client risk profiles and objectives.

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.

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.

Pablo Ochoa is a financial advisor at Brighton Jones LLC with a Series 65 credential and four years of industry experience, including prior work at Fisher Investments. His background also includes roles outside finance such as positions at Texas Tech University, El Bosque Mexican Restaurant, U-Haul International, and 24 Hour Fitness. Brighton Jones serves high-net-worth individuals, families, and various entities by providing comprehensive wealth services, including financial planning, discretionary investment management, tax preparation, and access to private investment opportunities. The firm employs a holistic, balance-sheet approach and offers both discretionary and non-discretionary management supported by technology platforms and affiliated investment managers.

Jeffrey Riley is a CERTIFIED FINANCIAL PLANNER™ professional with 15 years of industry experience. He is currently with Willis Johnson Wealth, where he has worked since 2025. Prior to that, he spent five years each at The Mather Group, LLC and PartnersInWealth, Inc. Willis Johnson Wealth serves corporate professionals, executives, and high-net-worth individuals and their families with comprehensive financial planning and investment management. The firm employs an evidence-based, tax-aware investment approach and offers specialized services including retirement planning, trust and estate planning, and access to private market investments.

Robert Muse is a financial advisor at Americana Partners, LLC with 26 years of industry experience. He holds Series 63 and Series 65 designations. His prior experience includes roles at Purshe Kaplan Sterling Investments, Energy Opportunities Capital Management, Piper Jaffray & Co., and Simmons & Company LTD. Americana Partners provides financial planning, consulting, and discretionary investment and wealth management services to individuals, 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 unregistered private pooled investment vehicles for qualified investors.

Gabriel Carbone is a financial advisor at Chilton Capital Management LLC with a Series 65 designation and experience beginning in 2024. Prior to joining Chilton, he was a student and worked at Thomas Howell Ferguson from 2015 to 2024. Chilton Capital Management provides discretionary portfolio management and advisory services to a diverse client base, including individuals and institutions. The firm employs a sector-specialized, bottom-up research approach with a multiyear horizon and offers a variety of strategies, including REIT, tax-exempt fixed income, and options-based defined risk approaches.

Lavada Waters is a financial advisor with Arax Advisory Partners in Houston, TX, holding a Series 66 designation and 23 years of industry experience. Prior to joining Arax Advisory Partners in 2026, she worked at several firms including Purshe Kaplan Sterling Investments and Merrill. Arax Advisory Partners is a multi-team wealth manager serving individuals, high-net-worth clients, family offices, institutions, and retirement plans. The firm utilizes a combination of internal portfolio management, third-party models, and tailored asset allocation to meet client objectives while offering a range of advisory and consulting services.

Shay Scruggs is a financial advisor with Arax Advisory Partners in Houston, TX, holding a Series 66 designation and 26 years of industry experience. His prior roles include positions at U.S. Capital Wealth, LLC, Rockefeller Financial LLC, and UBS Financial Services. Arax Advisory Partners is a multi-team wealth manager overseeing approximately $26.5 billion in regulatory assets and serves a diverse client base including 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 strategies, with notable use of performance-based fee arrangements and carried-interest structures for qualified investors and private funds.

Shala Walker is a CFP®-certified financial advisor with 13 years of industry experience. She is currently with Linscomb Wealth, Inc. in Houston, TX, and has held positions at several firms including Foreside Financial Services, Mar Vista Investment Partners, and Purshe Kaplan Sterling Investments. Linscomb Wealth provides comprehensive wealth planning, discretionary and non-discretionary portfolio management, and investment consulting to individual, high-net-worth, and ultra-high-net-worth clients, as well as trusts, foundations, and retirement plans. The firm employs a disciplined investment approach that includes written policy statements and customized portfolios, supported by an internal Investment Committee and various specialized services.

Audrey Fersten is a CFP® with 16 years of industry experience. She is currently with Forvis Mazars Wealth Advisors, LLC and has worked previously at BKD Wealth Advisors and US Capital Advisors, among others. Her background includes a role at the Anti-Defamation League. Forvis Mazars Wealth Advisors, LLC is an SEC-registered investment adviser serving individuals, families, retirement plans, institutions, and nonprofits. The firm offers financial planning, investment management, consulting, and family-office style services, managing approximately $12 billion in assets and integrating wealth management with coordinated tax and accounting services through its national accounting parent.

Mandy Haskell is a CFP® with 19 years of industry experience, currently serving at Concurrent Investment Advisors, LLC since 2023. Her prior roles include positions at Wealth Partners Alliance, Raymond James, Wells Fargo, and Integrity Viking Funds. She is also the owner of Heights Wealth Management, LLC, a company that manages office space and expenses. Concurrent Investment Advisors provides wealth management, investment management, financial planning, and retirement plan advisory services to a broad client base including individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm employs a long-term investment approach with customized portfolios and manages approximately $9.9 billion in client assets across discretionary and non-discretionary mandates.

John Hemenway is a financial advisor with Regal Investment Advisors LLC in Houston, TX, holding Series 63 and Series 66 licenses and bringing 39 years of industry experience. His prior roles include positions at Legacy Portfolio Advisors, LLC and Next Financial Group Inc. Outside of advisory work, he is also an insurance agent with The Legacies Group and holds a mortgage origination license, though he is not currently active in mortgage origination. Regal Investment Advisors LLC, operating as LionShare, provides discretionary investment management services to independent advisers and other registered firms. The firm serves a diverse client base, including individual, charitable, and corporate clients, offering proprietary and third-party model portfolios with discretionary implementation and rebalancing managed through financial advisers.