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 with Huntleigh Advisors, Inc. in Houston, TX, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has worked at Huntleigh Advisors and Huntleigh Securities Corporation since 2020 and previously spent seven years with Raymond James and Associates. Huntleigh Advisors, Inc. is an SEC-registered investment advisor serving individual, high-net-worth, charitable, trust, and business clients with discretionary and non-discretionary asset management, ERISA retirement-plan services, sub-advisory arrangements, and third-party manager solicitation. The firm employs a range of fundamental, technical, charting, and quantitative methods and operates the MindShare Small Companies program targeting micro-, small-, and mid-cap equities through a combination of investor-sentiment analysis and fundamental research.

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. His prior work includes roles at Deloitte Consulting LLP and the Markham Group, as well as time spent at George Washington University. Mission Wealth Management, LP is a multi-team advisory firm managing approximately $17 billion and serving high-net-worth individuals, families, and institutional clients. The firm delivers wealth management, personalized portfolio management, financial planning, and consulting, with a tiered service model that aligns with client complexity and asset size.

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.

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 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.

Maryanna Braun is a CFP® professional at Sowell Management with eight years of industry experience. She has worked at Baker Tilly Wealth Management, Baker Tilly US LLP, MRZ Financial Services, and United Capital Financial Advisers, including its Goldman Sachs affiliation. Braun is also a co-founder and partner of Bellwether Advisory Group, LLC, an advisory services firm. Sowell Management is a fee-based registered investment adviser serving individuals, retirement plans, corporations, registered investment advisers, and institutions. The firm operates a multi-branch independent-contractor model, providing investment management and related consulting services across multiple investment styles, utilizing various platforms and third-party sub-advisors.

Kerry Rigdon is a financial advisor with Sunbelt Securities, Inc. in Houston, TX, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been affiliated with Sunbelt Securities and McPherson & Mayberry Personal Wealth Management since 2017 and previously worked with WFG Advisors, LP and Williams Financial Group. Outside of advisory work, Rigdon has experience as an independent life insurance agent. Sunbelt Securities serves individual investors, charitable organizations, and corporate clients, managing approximately $2.0 billion across several thousand relationships. The firm emphasizes portfolio management through rep-directed wrap programs, written financial planning, and third-party money manager referrals, with advisory services delivered at the individual advisor representative level.

Michelle Roberts is a financial advisor at Symphony Financial, Ltd. Co. with three years of industry experience. She holds a Series 65 designation and previously worked at Retirement Planners of America. Outside of her advisory role, she is the owner of Vantage Point Test Prep, an exam preparation and tutoring business she established in 2007. Symphony Financial provides discretionary investment management, financial planning, and consulting services to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a long-term investment approach combining fundamental and technical analysis and offers a multi-family office service model coordinating broad family needs through outside providers.

Davis Rushing is a financial advisor at Arax Advisory Partners with 19 years of industry experience. He holds a Series 66 designation and previously worked at U.S. Capital Wealth Advisors, LLC, and USCA Securities LLC. Outside of his advisory role, he serves on the board of directors for the Generation Park Management District and is involved in acting and production through Rushing Productions. 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 employs a combination of internal portfolio management, third-party models, and tailored asset allocation, with a notable use of performance-based fee arrangements and carried interest structures for qualified investors and private funds.

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.

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.

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.