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.

Jessica Banitt is a CFP® and holds a Series 65 license with nine years of industry experience. She has been with Linscomb and Williams Inc. since 2016. Linscomb Wealth provides comprehensive wealth planning, portfolio management, and investment consulting services to individual, high-net-worth, and ultra-high-net-worth clients, as well as trusts, foundations, and retirement plans. The firm utilizes written investment policy statements, model asset-allocation portfolios, and ongoing rebalancing, incorporating a range of securities and strategies tailored to client goals and needs.

Tyler Leal is a CFP® with five years of industry experience, currently with Willis Johnson Wealth in Houston, TX. He has worked at several firms including Corient Services LLC and Stavis & Cohen Private Wealth, LLC. Leal’s background also includes roles in education and the insurance industry. 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 a range of model strategies and tailored solutions, supported by in-house CPA tax services.

Michael Burke is a financial advisor with Bolton Securities Corporation, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has been associated with Bolton Global Asset Management and Bolton Global Capital Inc. since 2006. Outside of his advisory role, Burke is a co-owner and active director of Champions Golf Club, Inc., a private golf club in Houston, TX, where he dedicates significant time to management and decision-making. He is also the founder of the Round Up Golf Charity, a nonprofit organization for personal charitable donations. Bolton Global Asset Management provides discretionary and non-discretionary asset management and financial planning services to a diverse client base, including individuals, high-net-worth investors, charitable organizations, corporations, retirement plans, and financial institutions. The firm’s investment approach is IAR-driven, tailoring portfolios to client goals and risk tolerance with a focus on mutual funds, ETFs, equities, and fixed-income securities, while allowing tactical trading and rebalancing.

Juan Casas is a CFP® professional based in Houston, TX, with one year of industry experience. He has worked at Centric Advisors, LLC and Wealth Partners Alliance before joining Concurrent Investment Advisors, LLC. Concurrent Investment Advisors, LLC is an SEC-registered firm providing wealth management, investment management, and financial planning services to individuals, high-net-worth clients, families, trusts, businesses, and retirement plans. The firm manages approximately $15.7 billion in assets with a long-term, portfolio-driven investment approach using ETFs, mutual funds, and selected individual securities.

Catherine Patrick is a financial advisor at Corda Investment Management, LLC in Houston, TX, holding the CFP® designation and Series 63, 65, and 66 licenses with 16 years of industry experience. She worked for MML Investors Services LLC (Bluecrest Financial Alliances) and MassMutual Life Insurance Company from 2014 to 2024 before joining Corda Investment Management in 2024. Corda Investment Management is a multi-team registered investment adviser managing approximately $2.0 billion in client assets for around 1,359 clients. The firm offers discretionary portfolio management and integrated financial planning to individuals, including high-net-worth clients, as well as pension consulting and tax preparation services, employing a variety of investment strategies tailored to client objectives.

Jeffrey Stahl is a financial advisor at Cetera Planning Partners with one year of industry experience. He holds a Series 66 designation and has previously worked at The Retirement Planning Group, LLC, Plains Wealth Management, and Raymond James Financial Services Advisors, Inc. Cetera Planning Partners serves individual and high-net-worth clients, particularly pre-retirees and retirees, offering investment management, comprehensive financial planning, Social Security optimization, and retirement-related advice. The firm’s investment approach emphasizes diversified allocations using mutual funds and ETFs tailored to clients’ objectives and risk tolerance, supported by a formal planning process and a range of ancillary services including tax planning and estate strategies.

Mark Schmulen is a financial advisor at Forum Financial Management, LP with eight years of industry experience and holds a Series 65 credential. He has worked at Forum Financial Management since 2017 and currently serves as President and CEO of PropMatic, Inc., a technology and AI-driven marketing platform for the real estate leasing industry. Schmulen also serves on the board of Innovative Food Holdings and Saivory, Inc., contributing to governance and corporate strategy in the specialty food and software sectors. Forum Financial Management, LP provides fee-based wealth management, financial planning, and qualified plan services to individual and institutional clients, while also serving as a sub-advisor and turnkey asset management platform (TAMP) for other independent RIAs. The firm utilizes model asset-allocation portfolios managed primarily with DFA institutional mutual funds and ETFs, employing a Modern Portfolio Theory approach.

Richard Waits is a financial advisor with Sunbelt Securities, Inc. in Houston, TX, holding a Series 66 designation and 24 years of industry experience. He has been with Sunbelt Securities since 2010. Sunbelt Securities serves a diverse client base including individual investors, charitable organizations, and corporate clients, managing approximately $2.0 billion across thousands of accounts. The firm provides portfolio management through rep-directed wrap programs, written financial planning, and referrals to third-party money managers.

Robert Frusina is a financial advisor with Avior Wealth Management, LLC in Houston, TX, holding a Series 65 credential and two years of industry experience. Prior to joining Avior, he worked at Campion Capital Research from 2017 to 2024. Avior Wealth Management serves individual and institutional clients, including high-net-worth individuals, pension and retirement plans, corporations, trusts, and banks. The firm employs a fundamental analysis investment approach and offers discretionary and non-discretionary investment management, financial planning, pension consulting, and business consulting services.

Michelle Holmes is a financial advisor with Americana Partners, LLC in Houston, TX, holding a Series 66 license and 18 years of industry experience. Her prior roles include positions at Saxony Securities, Purshe Kaplan Sterling Investments, Merrill Lynch, Corps Capital Advisors, and Morgan Stanley. Outside of her advisory work, she serves as Vice President of Scholarships and Grants for the Civic League and is a board member for both Page's Place and the Valwood Improvement Authority. 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 and manages a range of investment vehicles, including mutual funds, ETFs, individual securities, options, structured products, and private pooled investment vehicles for qualified investors.

M H Moldawer is a financial advisor with Americana Partners, LLC in Houston, TX, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He previously worked at Morgan Stanley and Morgan Stanley Private Bank from 2009 to 2025. Outside of advisory work, he owns a property in the Bahamas and serves as a trustee and partner in family trusts and partnerships. Americana Partners provides financial planning, consulting, and discretionary wealth management to individuals, trusts, estates, charitable organizations, and business entities, including high-net-worth and ultra-high-net-worth international clients. The firm customizes portfolios based on client objectives and utilizes a range of investment vehicles and third-party managers, also managing multiple private pooled investment vehicles for accredited investors.

Leo Reichle is a financial advisor with Sunbelt Securities, Inc. in Houston, TX, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. Prior to joining Sunbelt in 2025, he worked at Oppenheimer & Co. Inc for seven years and Hilltop Independent Network for two years. Outside of his advisory work, he serves on the boards of the Texas Children's Cancer Center and Fore The Cure, where he is president. Sunbelt Securities, Inc. provides investment advisory and related services to individual and institutional clients through a network of representatives. The firm offers customized portfolio management, financial planning, and access to third-party money managers, employing various investment strategies without mandating a single uniform model across advisors.

Steven Russo is a financial advisor at Eagle Global Advisors LLC in Houston, TX, holding a Series 65 designation with 28 years of industry experience. He has been with Eagle Global Advisors 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 screening and quantitative models alongside fundamental research, managing discretionary portfolios across a range of asset classes including equities, fixed income, and alternative strategies.

Xianyuan Hoover is a CFA® charterholder and holds a Series 65 license with one year of industry experience. They have worked at Willis Johnson Wealth since 2024 and previously spent seven years at Franklin Templeton Investment Management. 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 a range of model strategies along with tailored solutions, supported by in-house CPA tax services and specialized client programs.

Michael Stavar is a financial advisor at Chilton Capital Management LLC in Houston, TX, holding a Series 66 designation with 19 years of industry experience. He has been with Chilton Capital Management and its affiliated entity since 2011. Outside of his advisory work, Stavar is the CFO and minority owner of JMC Global, a logistics company based in The Woodlands, TX. 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 various dedicated strategies and offers integrated financial planning, ERISA fiduciary services, and unique trustee capabilities through its affiliated trust company.