Kevin Hopkins is a financial advisor at CORDA Investment Management, LLC with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including Scottrade, TD Ameritrade, Fidelity, and Chase Investment Services. Hopkins has been with CORDA since 2018. CORDA Investment Management is a multi-team registered investment adviser managing approximately $2.0 billion in client assets for over 1,300 clients through a team of around 30 advisors. The firm offers discretionary portfolio management and integrated financial planning for individuals and retirement plans, utilizing customized investment strategies such as long- and short-term trading, options, direct indexing, and long/short approaches.

John Carlisle is a financial advisor at Americana Partners, LLC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Jefferies LLC and Morgan Stanley & Co. Incorporated. Outside of his advisory role, he is a member and owner of Five Pesos Partners LLC, a ticket brokerage business. 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 according to client risk tolerances and objectives, utilizing a range of investment vehicles and third-party managers, and manages multiple private pooled investment vehicles for qualified investors.

William Herbig is a financial advisor at Victory Financial with one year of industry experience. He holds a Series 65 designation and previously worked at Equitable Advisors, LLC for two years. Outside of his advisory role, he is involved with the Financial Independence Group as a financial consultant focusing on insurance sales. Victory Financial Group provides financial planning, consulting, and discretionary investment and wealth management services to a diverse client base, including individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs diversified, asset-allocation model portfolios guided by fundamental, cyclical, and behavioral analysis within a Modern Portfolio Theory framework.

Elizabeth Rundgren is a financial advisor at Americana Partners, LLC with 14 years of industry experience. She holds a Series 66 designation and previously worked at Raymond James Financial Services Advisors Inc. and Van Pearcy Financial Services. Rundgren is also a licensed insurance agent in Midland, Texas. 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 customizes portfolios based on clients’ risk tolerances and objectives and employs a broad range of investment vehicles and third-party managers, including private pooled investment vehicles for qualified investors.

Josh Bluerock is a financial advisor with The Mather Group, LLC in Houston, TX, holding a Series 65 credential and two years of industry experience. His prior work includes five years at Heb and time spent as a student. The Mather Group primarily serves high-net-worth individuals, family offices, trusts, corporations, and other entities, providing 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 allocation models and offers customization options such as direct indexing and ESG factor portfolios.

Precious Stansberry is a financial advisor at SVB Wealth with Series 63 and Series 65 licenses and four years of industry experience. She has held roles at notable firms including First Citizens Bank, Exxon, Boeing, PwC, and Cisco. She also serves as an Affluent Wealth Advisor at First Citizens Investor Services, providing comprehensive wealth management and financial planning to high-net-worth and innovation economy clients. SVB Wealth LLC offers wealth management, portfolio management, financial planning, and retirement plan advisory services to individuals, trusts, estates, charitable organizations, and corporate clients. The firm employs a due diligence process to select third-party managers and is a wholly owned subsidiary of First Citizens Bank, integrating banking and investment services.

Matthew West is a financial advisor at Arax Advisory Partners with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at UBS Financial Services and Merrill, among other firms. His career includes senior roles at U.S. Capital Wealth Advisors and USCA Securities. 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, financial planning, retirement plan consulting, and private fund advisory, employing a mix of internal teams, independent managers, and alternative investments.

Christine Arlitt is a financial advisor with The Burney Company in Houston, TX, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. She has been with The Burney Company since 1991. The Burney Company serves mostly individual investors, including high net worth clients, as well as small businesses, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm manages approximately $3.59 billion in discretionary assets through a multi-team platform and employs proprietary fundamental and quantitative investment models alongside active ETF management and sub-advisory services.

Christian Bauman is a CFP® with 30 years of experience in the financial services industry. He currently works at Arax Advisory Partners and has held prior roles at firms including USCA Asset Management LLC, U.S. Capital Wealth Advisors, UBS Financial Services, and Merrill. He is also a 25% owner of RAD Industries LLC, an investment company focused on acquiring restaurants. Arax Advisory Partners provides wealth management and advisory services to a diverse client base including individuals, family offices, institutions, and businesses. The firm offers portfolio management, financial planning, retirement consulting, and private fund advisory, utilizing both traditional and alternative investments across a large team of advisors.

Noe Hernandez is a financial advisor with BBVA Global Wealth Advisors, Inc. in Houston, TX. He holds a Series 66 designation and has 10 years of industry experience. Prior to joining BBVA Global Wealth Advisors in 2025, he worked at Alterna Wealth Management and Alterna Securities, Inc. from 2016 to 2025. BBVA Global Wealth Advisors, Inc. provides investment advisory services to individuals, high-net-worth clients, businesses, and family offices. The firm develops investor risk profiles to guide portfolio construction using a range of mutual funds, ETFs, UCITS, structured products, and individual securities, with an approach informed by BBVA S.A.’s fund research and third-party resources.

Patrick Meraz is a financial advisor at PFG Advisors in Houston, TX, holding a Series 66 designation with two years of industry experience. Prior to joining PFG Advisors, he worked at United Planners, OSAIC, and First Service Credit Union. PFG Advisors provides fee-based investment advisory services to a diverse client base including individuals, retirement plans, trusts, charitable organizations, corporations, and financial institutions. The firm delivers its investment approach through a network of representatives who utilize model portfolios and third-party managers, emphasizing macro allocation with index-based ETFs and multiple platform offerings.

Sergio Sosa is a financial advisor with Bolton Securities Corporation in Houston, TX, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. He has worked at Bolton Global Asset Management and Bolton Global Capital since 2018, and previously at JP Morgan Securities LLC and JP Morgan Chase Bank from 2012 to 2018. Outside of his advisory work, he is co-owner and manager of Teak Accents, LLC, a business focused on building and selling home accents. 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, and retirement plans. The firm’s advisor-driven approach customizes portfolios using mutual funds, ETFs, equities, and fixed-income securities, balancing long-term orientation with tactical trading and rebalancing.

Kenneth Golden is a financial advisor with The Mather Group, LLC, holding a Series 65 credential and seven years of industry experience. Prior to joining The Mather Group, he worked for Exxon Mobil for 34 years and spent a year in retirement. Outside of his advisory role, he is a member of KAG HOLDINGS, LLC, an engineering and management consulting business. The Mather Group primarily serves high-net-worth individuals, family offices, trusts, corporations, and other entities, offering financial planning, investment management, tax and estate planning, and family office services. The firm employs an evidence-based investment approach with risk-based allocation models and customization options such as direct indexing and ESG portfolios.

Pamela Ahlers is a CFP® with 39 years of industry experience, currently serving at Harbour Investments, Inc. since 2012 and leading Ahlers Financial Group since 2022. She previously worked at Ahlers & Stoll CPA's for 38 years. In addition to her advisory role, she is an independent insurance agent and prepares accounting and tax returns for clients through her CPA firm. Harbour Investments provides investment advisory and financial planning services to a diverse client base, including individuals, charitable and corporate clients, and retirement plans. The firm employs both fundamental and technical analysis to create customized strategies, offering discretionary and non-discretionary portfolio management alongside model-based solutions.

Deborah Palmer is a financial advisor at Arax Advisory Partners with 33 years of industry experience. She has held various roles in wealth management throughout her career, including positions at UBS Financial Services and multiple affiliated firms connected to U.S. Capital Wealth Advisors. Palmer holds the Series 63 designation and is based in Houston, TX. Arax Advisory Partners provides wealth management and advisory services to a diverse client base that includes individuals, family offices, institutions, and businesses. The firm offers portfolio management, financial planning, retirement plan consulting, and private fund advisory, utilizing both traditional and alternative investments with an emphasis on a fiduciary, asset-based approach.

Keaton Schultz is a financial advisor at Northern Trust Securities, Inc. with one year of industry experience. He holds a Series 66 designation and has worked previously at Turtle Creek Wealth and Probity Advisors, Inc. before joining Northern Trust Securities. Northern Trust Securities, Inc. is an SEC-registered investment adviser and FINRA-registered broker-dealer serving high-net-worth individuals, retail investors, and institutional clients. The firm offers model-driven discretionary portfolio management through Separately Managed Accounts and other managed portfolios, combining advisory, brokerage, and custody services.

William Gorman is a financial advisor at CORDA Investment Management, LLC with 33 years of industry experience. He previously worked at Fisher Investments and TD Ameritrade. His credentials include Series 63 and Series 66 licenses. 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 financial planning for individuals and pension consulting, using various investment strategies including long- and short-term trading, options, and direct indexing.

Patricia Barrett is a CFP® professional at Chilton Capital Management LLC with one year of industry experience. She previously worked at Lifetime Planning LLC for five years. Chilton Capital Management provides discretionary portfolio and wealth management primarily to individuals, high-net-worth clients, and institutional accounts, utilizing a fundamental, bottom-up research process focused on long-term capital growth and income. The firm offers a range of strategies and integrates financial planning with fiduciary services, including trustee and sub-advisory capabilities.

Sarah Evans is a financial advisor at Ausdal Financial Partners, Inc. with a Series 65 designation and one year of industry experience. Prior to joining Ausdal, she worked at Argosee LLC and held positions in education at the University of Houston and The Woodlands College Park High School. Ausdal Financial Partners serves individuals, trusts, estates, retirement plans, and business entities, managing approximately $3.73 billion for over 16,000 clients. The firm offers a broad range of services including advisor-managed and separately managed accounts, retirement-plan advisory, and financial planning, with investment strategies tailored to clients’ objectives and risk tolerance.

David Moeller is a financial advisor at Symphony Financial, Ltd. Co. in Houston, TX, holding Series 65 and Series 66 licenses with 20 years of industry experience. He has been with Symphony Financial since 2014 and has also been affiliated with LPL Financial since 2009. Symphony Financial, Ltd. Co. provides discretionary investment management, financial planning, and consulting 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 combining fundamental and technical analysis, tailoring portfolios to client risk profiles and objectives.