John David is a CFP® and Series 63–registered financial advisor at Bogart Wealth, LLC in Houston, TX, with one year of industry experience. Before joining Bogart Wealth in 2026, he worked at Charles Schwab & Co., Inc for three years. Bogart Wealth serves individuals, trusts, estates, and charitable organizations with comprehensive financial planning and wealth management services. The firm employs a combination of fundamental and technical analysis along with top-down asset allocation, offering both traditional model portfolios and specialized investment options such as direct indexing, structured notes, and private-market alternatives.

John Perez is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Altitude Capital Management LLC since 2024. His prior work includes roles at The Vanguard Group and multiple financial services firms, as well as ownership of a disc jockey service, DJ Mean Gene. Altitude Capital Management LLC provides investment advisory and financial planning services to individuals and high net worth clients. The firm employs tailored strategies incorporating asset allocation, technical analysis, and both long- and short-term investments, managing discretionary assets of $103.6 million through a multi-team structure.

Stephen Tolbert is a financial advisor at Arax Advisory Partners in Houston, TX, with 35 years of industry experience. He holds a Series 63 designation and has worked previously at UBS Financial Services Inc, U.S. Capital Wealth Advisors LLC, and USCA Securities LLC. 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 combines internal portfolio management with third-party models and tailored asset allocation, offering financial planning, portfolio management, and retirement plan consulting services.

Rudy Villa III is a CFP® professional at Willis Johnson Wealth with nine years of industry experience. His background includes roles at Verde Wealth Group, Valmark Securities, and the Department of Justice. Willis Johnson Wealth serves corporate professionals, executives, and high-net-worth individuals with comprehensive financial planning and investment management. The firm employs an evidence-based, tax-aware investment approach and offers services including retirement planning, trust and estate planning, and tax preparation through an in-house CPA.

Thomas Hunt is a CFA® charterholder with 29 years of experience in the financial industry. He has been with Eagle Global Advisors LLC since 1996. Eagle Global Advisors provides portfolio management services to individual investors, retirement plans, financial institutions, trusts, endowments, and investment companies. The firm employs a combination of top-down and bottom-up analysis using proprietary quantitative models alongside fundamental research, managing discretionary portfolios across multiple asset classes including equities, fixed income, and alternative strategies.

Keane Le Pham is a CFP® professional with two years of experience in the financial services industry, currently with Mutual of Omaha Investor Services, Inc. He has over a decade of experience as an insurance agent specializing in life, health, and annuity products. Le Pham also participates in a mortgage lead incentive program by submitting qualified mortgage leads to Mutual of Omaha Mortgage. 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 primarily through platform relationships with Envestnet and Pershing, delivering managed solutions that incorporate third-party money manager relationships and MOIS-approved model portfolios.

Laura Genung is a financial advisor at Chilton Capital Management LLC in Houston, TX, holding a Series 65 designation with 19 years of industry experience. She has been with Chilton Capital Management Advisors, Inc. since 2007 and Chilton Capital Management, LP since 2005. Chilton provides discretionary portfolio management and advisory services to individual and institutional clients, including high-net-worth and non-HNW individuals. The firm uses sector-specialized teams and a fundamental, bottom-up research process with a multiyear holding horizon, offering a variety of strategies such as REIT, tax-exempt fixed income, growth and income, and options-based defined risk approaches.

H Roggen is a financial advisor with OneSeven in Houston, TX, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. His prior roles include positions at Apollon Wealth Management, Raymond James Financial, and UBS Financial Services. Outside of advisory work, he is a partner in L Roggen Travel, a small business unrelated to investments. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, offering discretionary portfolio management, financial planning, and consulting. The firm employs a primarily long-term investment approach with diversified portfolios and access to alternatives and third-party strategies.

Michael Hardison Jr. is a financial advisor at Stephens with 26 years of industry experience. He holds a Series 66 designation and has worked at Stephens since 2014. His prior experience includes roles at Morgan Stanley, Citigroup Global Markets, and Legg Mason Wood Walker, Incorporated. Stephens provides investment advisory and wealth management services to a diverse client base, including individual investors, pension plans, foundations, corporations, and government entities. The firm employs multiple investment committees and programs, combining bottom-up security selection with top-down fixed-income management, supported by an integrated broker-dealer and investment banking platform.

Lauren Rich is a CFP® professional with 14 years of experience in the financial industry. She has been with Linscomb Wealth, Inc. since 2011. Lauren holds a Series 66 license and is based in Houston, TX. Linscomb Wealth provides comprehensive wealth planning and investment management to a diverse client base, including high-net-worth individuals, families, trusts, charitable organizations, and retirement plans. The firm’s investment approach involves customized policy statements and diversified portfolios managed on a discretionary basis, integrating both active and passive strategies.

Jon Hur is a financial advisor at Sunbelt Securities, Inc. with one year of industry experience. He holds a Series 66 designation and has a background that includes military service in the United States Navy Reserve since 2001 and consulting staffing prior to joining Sunbelt Securities. Outside of his advisory role, he provides income tax preparation services and continues his military service. Sunbelt Securities, Inc. offers investment advisory and related services to individual, including high-net-worth, and institutional clients through a network of investment adviser representatives. The firm employs a variety of investment strategies and provides comprehensive portfolio management and financial planning services.

Robert Burnam is a financial advisor with BOK Financial Private Wealth, Inc. in Houston, TX, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. His work history includes roles at Cavanal Hill Investment Management, Inc., BOK Financial Asset Management, Inc., BOKF, NA, and BOK Financial Securities, Inc. BOK Financial Private Wealth, Inc. provides investment management, wealth advisory, and financial planning services to high-net-worth individuals, trusts, estates, and other entities. The firm uses a team-based investment approach integrating research from BOKF, NA’s Strategic Investment Advisors group, and offers diversified portfolios often including sub-advisors like Cavanal Hill Investment Management.

Phillip Hamman is a CFP® and CFA® with 14 years of industry experience. He has been with Linscomb Wealth, Inc. since 2013. Linscomb Wealth provides comprehensive wealth planning and investment management services to individuals, families, trusts, charitable organizations, retirement plans, and other entities. The firm’s investment approach combines discretionary portfolio management with ongoing planning, utilizing customized investment policy statements and diversified portfolios overseen by an Investment Committee.

Paul Brown is a financial advisor with Gradient Advisors, LLC, holding Series 63 and Series 65 licenses and nine years of industry experience. He is also the owner of Titan Tax Advisors, a tax preparation business in Webster, Texas, which provides tax services and hosts seminars and speaking engagements. His prior work includes roles at RMD Financial and Titan Tax Advisors. Gradient Advisors, LLC offers investment management, financial planning, and consulting services to a diverse client base including individuals, retirement plans, trusts, estates, charitable organizations, and corporations. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, employing a largely non-discretionary model backed by various analytical tools and affiliated relationships.

Patrick Chevalier III is a financial advisor with Simplicity Wealth, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Edward Jones and RWM Capital, LLC. Chevalier also operates Chevalier Wealth & Associates, providing insurance and annuity solutions as an independent insurance agent. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, corporate and institutional investors, and other financial firms. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, offering portfolio management and managed account services alongside technology and operational support for advisors.

Jack Repa is a financial advisor with Frost Investment Services, holding Series 63 and Series 66 licenses and with 30 years of industry experience. He has worked at Frost Investment Services and Frost Brokerage Services, Inc. since 2022, and previously spent eight years with GFS Advisors, LLC and Global Financial Services, LLC. Frost Investment Services advises individual clients, including high-net-worth households, as well as corporate and business clients, providing investment advisory and portfolio management services. The firm combines enterprise-scale operations with a banking institution affiliation, overseeing approximately $3.7 billion in client assets across its team of advisors.

Robert Gwydir is a Financial Consultant at Fidelity Investments, where he collaborates with clients to develop, implement, and maintain financial plans tailored to individual and household needs. He has been with Fidelity Investments since 2016, progressing through various roles including Financial Representative, Relationship Manager, Planning Consultant, and Investment Consultant. His experience at Fidelity Investments spans several years, during which he has gained expertise in financial planning and client relationship management. His roles have involved working closely with clients to create flexible and customizable financial strategies. Outside of his professional responsibilities, Robert enjoys football, golf, skiing, and traveling.

Brian Raupp is a financial advisor with CORDA Investment Management, LLC in Houston, TX. He holds a Series 65 credential and has 14 years of industry experience, all with CORDA since 2011. CORDA Investment Management is a multi-team registered investment adviser managing approximately $2.0 billion in client assets for over 1,300 clients. The firm offers discretionary portfolio management and integrated financial planning to individuals, including high-net-worth clients, as well as pension consulting, tax preparation, and estate-planning document services through attorney referrals.

Andrew Miller is a CFP® with 24 years of industry experience, currently serving at Independent Solutions Wealth Management, LLC. His prior experience includes roles at NEXT Financial Group and Ameriprise. Miller is also involved in advisory consulting and business development through his affiliations with Independent Solutions Wealth Management and Peak Brokerage Services. Independent Solutions Wealth Management LLC is an SEC-registered advisory firm managing approximately $1.54 billion in client assets, offering financial planning and portfolio management services to individuals, high-net-worth clients, corporate pension and profit-sharing plans, and trusts. The firm emphasizes strategic asset allocation and a manager selection process centered on in-house due diligence and portfolio monitoring.

Lucas Veldhuis is a CFP® with seven years of industry experience, currently serving at The Mather Group, LLC. His prior experience includes roles at Linscomb & Williams, Pathstone, and Cornerstone Advisors, Inc. Before entering financial services, he worked at the Alaska Conservation Foundation for three years. The Mather Group primarily serves high-net-worth individuals, family offices, trusts, corporations, and other entities, offering integrated financial planning, investment management, tax and estate planning guidance, and family office services. The firm uses an evidence-based investment approach with multiple risk-based models and customization options such as direct indexing and ESG portfolios.