Nicolas Knapik is a financial advisor at Avidian Wealth Solutions with 21 years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining Avidian Wealth Solutions in 2023, he was with RJ Capital for 11 years. Avidian Wealth Solutions provides investment management and financial planning services to individuals, families, retirement plans, corporations, and institutional clients. The firm utilizes managed model solutions and customized portfolios, incorporates alternative investments, and plays an active role as a sub-advisor and investment manager for pooled and private funds.

Kim Ha Nguyen is a CFP® professional with 26 years of experience in financial advising. She currently works at Arax Advisory Partners and has previously been affiliated with U.S. Capital Wealth Advisors, USCA Securities, USCA RIA, and UBS Financial Services. Outside of her advisory work, she serves as co-trustee of a family trust created for estate planning purposes. Arax Advisory Partners provides wealth management and advisory services to a diverse client base including individuals, high-net-worth clients, family offices, institutions, and businesses. The firm offers discretionary and non-discretionary portfolio management, comprehensive financial planning, retirement plan consulting, and private fund advisory, utilizing both in-house portfolio teams and external managers across traditional and alternative investments.

Larry Mahoney is a CFP® with 16 years of industry experience, currently serving as an advisor at Gradient Advisors, LLC since 2017. Prior to that, he worked at Tucker Asset Management and has operated his own financial practice since 1987. He is also involved with the American Financial Education Alliance as a chapter president, where he conducts educational seminars. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, offering a largely non-discretionary model with a focus on documenting client objectives and risk tolerance through various analytical tools.

Kyle Fritz is a financial advisor at Symphony Financial, Ltd. Co. in Houston, TX, with eight years of industry experience. He holds Series 63 and Series 65 designations and has worked at several firms including Sheets Smith Investment Management and The Private Bank at Bank of America. Outside of advising, Fritz tutors exam material for securities licensing exams. Symphony Financial serves individuals, trusts, estates, charitable organizations, and business entities through discretionary portfolio management, financial planning, and consulting. The firm offers multi-family office services and tailors portfolios using a long-term investment approach combining fundamental and technical analysis.

Glenda Toon is a financial advisor with LPL Financial in El Paso, TX, holding a Series 66 designation and over 25 years of industry experience. She has worked at LPL Financial since 2004 and operates Symphony Financial, Ltd. Co., an independent registered investment advisory firm. She also serves as Vice President on the board of the High Noon Chapter of Business Networking International. LPL Financial serves a diverse client base including individual investors, retirement plans, banks, charities, and high-net-worth households. The firm offers a broad range of advisory and brokerage services supported by an in-house research team and a flexible platform that accommodates various investment models and client needs.

Matthew Knauss is a financial advisor with Sunbelt Securities, Inc. in Houston, TX, holding a Series 66 designation and 15 years of industry experience. He has been with Sunbelt Securities since 2011. Outside of his advisory work, he is a silent equity owner of a non-investment-related business, Pamco. Sunbelt Securities, Inc. serves individual and institutional clients, including high-net-worth individuals, offering investment advisory and related services through a network of representatives. The firm provides various approaches to portfolio management, including discretionary wrap-fee programs and standalone financial planning.

George Crosby, Jr. is a financial advisor at Eagle Global Advisors LLC with 19 years of industry experience. He holds a Series 65 designation and has been with Eagle Global Advisors since 2006. 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 strategies across various asset classes including equities, fixed income, energy, and scarcity-focused investments.

Samuel Lawhon is a Series 66-licensed financial advisor with Larson Financial Group, LLC, based in Houston, TX. He has seven years of industry experience, including roles at Intrua Financial LLC and LPL Financial LLC. Outside of Larson Financial Group, he serves as a Research Assistant at Intrua Financial LLC and as Director of Investments at Freedom Wealth Alliance. Larson Financial Group, LLC offers financial planning, portfolio management, and retirement-plan consulting to individuals, trusts, corporations, nonprofits, and pension plans, with a focus on doctors and related businesses. The firm uses a combination of model portfolios and custom discretionary programs that incorporate strategic and tactical approaches, alongside AI-assisted research tools and third-party manager oversight.

Lionel Kiki is a financial advisor with Avidian Wealth Solutions in Houston, TX, holding a Series 66 license and five years of industry experience. He has previously worked at UBS AG, Fidelity Investments, AllianceBernstein L.P., and D.A. Davidson & Co. Outside of his advisory role, Kiki is the CEO and founder of Kumo Park LLC, a clothing and streetwear business. Avidian Wealth Solutions provides investment management, financial planning, and advisory services to individuals, families, retirement plans, corporations, and institutional clients. The firm offers customized portfolios and managed model solutions, including alternative investments, and plays an active role in pooled and private funds as a sub-advisor and investment manager.

Larissa Poindexter is a financial advisor at Arax Advisory Partners with 41 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at firms including Oppenheimer, LPL Financial, Raymond James & Associates, and UBS Financial Services. Arax Advisory Partners provides wealth management and advisory services to individuals, high-net-worth clients, family offices, institutions, and businesses. The firm employs a fiduciary approach with a mix of traditional and alternative investments, supported by both in-house and external portfolio teams, and utilizes technology including AI tools and third-party analytics.

Preston Snow is a Certified Financial Planner (CFP®) with 23 years of industry experience. He is affiliated with Avidian Wealth Solutions and has previously worked at J.P. Morgan Securities. Outside of his advisory role, he owns and oversees farm and ranch activities through PNPR Interest, LLC. Avidian Wealth Solutions is an SEC-registered firm serving individuals, high-net-worth families, businesses, retirement plans, and institutional clients. The firm employs primarily model-based managed solutions supplemented by sub-advisors and separately managed accounts, and it also acts as a fund sponsor and sub-adviser, providing a range of investment management and financial planning services.

Justin Tyger is a financial advisor with Symphony Financial, Ltd. Co. in Houston, TX. He holds a Series 65 designation and has experience with NextMed Reviews, LLC and Airrosti Rehab Centers, LLC alongside his advisory role. Symphony Financial provides services to individuals, trusts, estates, charitable organizations, and business entities, offering discretionary portfolio management, financial planning, and multi-family office solutions. The firm employs a long-term investment approach using a range of investment vehicles and coordinates comprehensive family office services with external specialists.

Rex Hinshaw is a financial advisor with Momentum Independent Network Inc. in Houston, TX, holding a Series 63 designation and bringing 40 years of industry experience. He has been with Momentum Independent Network since 2015. Outside of his advisory role, he serves as executor for family estates without compensation. Momentum Independent Network serves a diverse client base including individual, high-net-worth, charitable, corporate, institutional, and banking/thrift clients, offering investment advisory programs, managed accounts, financial planning, and brokerage services. The firm utilizes a platform model with third-party managers and Envestnet for portfolio management and integrates with Hilltop affiliates for municipal bond strategies and cash management solutions.

Joshua Lavergne is a financial advisor with Arax Advisory Partners in Houston, TX, holding a Series 66 designation and one year of industry experience. His prior roles include positions at USCA Securities LLC, US Capital Wealth Advisors, and Phillips 66. Arax Advisory Partners provides wealth management and advisory services to individuals, high-net-worth clients, family offices, institutions, and businesses. The firm employs a fiduciary approach utilizing in-house portfolio teams, independent managers, and a range of traditional and alternative investments.

Mary Margaret Bauman is a financial advisor at Arax Advisory Partners in Houston, TX, with two years of industry experience. She holds Series 65 and Series 63 licenses and previously worked at U.S. Capital Advisors LLC and USCA Securities LLC. Arax Advisory Partners provides wealth management and advisory services to a diverse client base, including individuals, high-net-worth clients, family offices, institutions, and businesses. The firm offers discretionary and non-discretionary portfolio management, comprehensive financial planning, and employs a mix of traditional and alternative investments supported by AI tools and third-party analytics.

Johnnie Driver III is a financial advisor at CORDA Investment Management, LLC, holding a Series 66 license and bringing 20 years of industry experience. His prior roles include positions at Charles Schwab and TD Ameritrade. 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 for individuals, including high-net-worth clients, as well as pension consulting and tax preparation services.

Johnathan Schnitzer is a financial advisor with Americana Partners, LLC, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments and Morgan Stanley, as well as work with PGA Tour Latino America. Americana Partners provides financial planning, consulting, and discretionary investment and wealth management services to individuals—including high-net-worth and ultra-high-net-worth international clients—as well as trusts, estates, charitable organizations, and business entities. The firm tailors portfolios to clients’ risk tolerances and objectives, utilizing a broad range of investment vehicles and third-party managers, and is notable for managing multiple unregistered private pooled investment vehicles for accredited investors.

Kevin Whitworth is a financial advisor at Arkadios Wealth Advisors in Cypress, TX, holding a Series 65 designation with seven years of industry experience. His prior roles include positions at TRB Wealth Management, LLC, OBS Financial, Texas Regional Bank, and Vantage Bank Texas. Arkadios Wealth Advisors is an SEC-registered, multi-team firm serving individuals, trusts, businesses, corporations, and retirement plans. The firm offers customized investment plans implemented through various managed accounts and programs, combining fundamental, technical, and cyclical investment analysis.

Stephen O’dell is a CFP®-certified financial advisor with seven years of industry experience, currently associated with Brighton Jones LLC since 2022. Before joining Brighton Jones, he worked for Stages of Recovery, Inc. for ten years. Brighton Jones provides wealth management and financial planning services to individual, high-net-worth, and family-office clients through multiple operating brands, offering comprehensive solutions including discretionary portfolio management, tax preparation, real estate consulting, and family office administrative support. The firm employs a whole-balance-sheet approach and manages a diverse mix of public and private investments, supported by an affiliated ecosystem of specialized entities.

Maria Barrientos is a financial advisor at Americana Partners, LLC in Houston, TX, holding a Series 66 designation with 10 years of industry experience. Her career includes roles at Morgan Stanley and Oppenheimer, among others. She is a founding director and 50% co-owner of Scheiron Transportation Inc., a trucking company managed by her spouse. 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 using a range of investment vehicles and offers family-office administrative services integrated through recent acquisitions.