Elisa Flores is a financial advisor with Arax Advisory Partners in Houston, TX, holding a Series 66 designation and 18 years of industry experience. Her career includes roles at U.S. Capital Wealth Advisors, USCA Securities LLC, and UBS Financial Services. Arax Advisory Partners serves a diverse client base including individuals, high-net-worth clients, family offices, institutions, and businesses. The firm offers wealth management and advisory services utilizing in-house portfolio teams, external managers, and a mix of traditional and alternative investments, supported by AI tools and third-party analytics.

Michael Kovalsky is a CFP® professional with six years of industry experience, currently serving as an advisor at The Mather Group, LLC. His career includes nine years at Flato, Williams & Patterson prior to joining The Mather Group. Outside of his advisory role, he manages a competitive BBQ cooking team called Three Brisketeers. The Mather Group primarily serves high-net-worth individuals, family offices, trusts, corporations, and other entities, providing a combination of financial planning, investment management, tax and estate planning, and family office services. The firm employs an evidence-based investment approach with multiple risk-based allocation models and customization options, integrating advanced AI and machine-learning tools while maintaining human oversight.

Leah Naish is a Series 65-licensed advisor at Mission Wealth Management, LP with one year of industry experience. Her prior work includes roles in technology and corporate sectors at Hewlett Packard Enterprise, Infosys, Pivot Technology Services Corp., GE Oil & Gas, and Macy’s. Mission Wealth Management serves high-net-worth individuals, families, and institutional clients with comprehensive wealth management, financial planning, investment management, and consulting services. The firm uses a total picture approach integrating investment, tax, trust, legacy, philanthropy, and risk planning, managing portfolios with a range of asset types on discretionary or client-directed bases.

Thomas Brown is a financial advisor at Avidian Wealth Solutions with 15 years of industry experience. He holds a Series 65 designation and previously worked at RJ Capital, LLC for 12 years before joining Avidian. Avidian Wealth Solutions is an SEC-registered advisory firm serving individuals, high-net-worth families, businesses, retirement plans, and institutional clients. The firm manages approximately $3.99 billion in assets using model-based managed solutions, sub-advisors, and tailored allocations, while also acting as a fund sponsor and sub-adviser to affiliated funds.

John Gualy is a CFA® charterholder with 28 years of industry experience, currently serving at Eagle Global Advisors LLC since 1996. He holds a Series 65 license and is based in Houston, TX. Eagle Global Advisors manages portfolios for individual investors, retirement plans, financial institutions, trusts, endowments, and investment companies, employing a combination of top-down and bottom-up analysis with proprietary quantitative models and fundamental research. The firm offers discretionary, client-specific strategies across multiple asset classes and serves as an adviser to pooled private funds, mutual funds, and ETFs.

Jonathan Chamberlain is a financial advisor at Sunbelt Securities, Inc. based in Houston, TX, holding a Series 66 designation with nine years of industry experience. He has been with Sunbelt Securities since 2016 and is also involved in bookkeeping and tax services through Neil Chamberlain CPA. Sunbelt Securities provides investment advisory and related services to individual and institutional clients through a network of investment adviser representatives. The firm offers customized portfolio management, financial planning, and access to third-party money managers, employing a variety of investment approaches without a standardized model across advisers.

Nathaniel Galloway is a financial advisor at Arax Advisory Partners with seven years of industry experience. He holds a Series 66 designation and has previously worked at U.S. Capital Wealth Advisors and USCA Securities. Prior to his advisory career, he spent ten years with Exxon Mobil Fuels & Lubricants and was involved with IAMAW Local Lodge 12. 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 a range of services such as portfolio management, financial planning, and retirement plan consulting, utilizing both traditional and alternative investment strategies supported by in-house teams and third-party platforms.

Zach Granberry is a financial advisor with Northern Trust Securities, Inc., holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His previous roles include positions at Texas Capital Bank, Sanford C. Bernstein & Co., LLC, and JPMSI. He serves as Executive Vice President at Texas Capital Bank, focusing on business development. Northern Trust Securities, Inc. is a subsidiary of Northern Trust Corporation that offers discretionary portfolio management through model-driven wrap fee programs. It serves high-net-worth individuals, retail investors, and institutional clients with portfolios integrating proprietary and third-party products, supported by brokerage, custody, and advisory services.

Kurt Cooperrider is a financial advisor at Chilton Capital Management LLC in Houston, TX, with 10 years of industry experience. He holds a Series 65 credential and has worked exclusively with Chilton Capital Management since 2013. 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 focused on long-term growth and income, offering a range of dedicated strategies and fiduciary services, including a wholly owned affiliated trust company.

Jared Moore is a financial advisor at Symphony Financial, Ltd. Co. with one year of industry experience. He has previously worked at Texas Republic Capital Corp. since 2012. Symphony Financial provides discretionary portfolio management, financial planning, and consulting services to individuals, trusts, estates, charitable organizations, and business entities. The firm offers multi-family office services, third-party management arrangements, and self-directed retirement account management, employing a long-term investment philosophy that combines fundamental and technical analysis.

Michael Edwards is a financial advisor with LPL Financial in Houston, TX, holding a Series 66 designation and one year of industry experience. He has worked at LPL Financial since 2024 and provides administrative support to Symphony Financial Ltd. Co., an independent investment advisory firm. His background includes service in the Texas Army National Guard and roles in education and retail. LPL Financial offers advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm provides a range of investment solutions supported by an in-house research team and combines advisory operations with non-advisory product offerings such as insurance and credit services.

James Walker is a financial advisor with Sunbelt Securities, Inc. in Houston, TX, holding Series 63 and Series 66 credentials and 21 years of industry experience. His prior work includes roles at AWM Services LLC and Ascendant Advisors, where he also serves as a consultant. Sunbelt Securities manages approximately $2.0 billion across a diverse client base that includes individual investors, charitable organizations, and corporate clients. The firm offers portfolio management, financial planning, and consulting services through a network of investment adviser representatives.

James Atkinson is a financial advisor at Avidian Wealth Solutions in Houston, TX, holding Series 63 and Series 66 credentials with 30 years of industry experience. He has worked at Avidian Wealth Solutions (formerly STA Wealth Management, LLC) since 2019 and previously at Fidelity Brokerage Services LLC from 2013 to 2018. Avidian Wealth Solutions is an SEC-registered advisory firm serving individuals, high-net-worth families, businesses, retirement plans, and institutional clients. The firm offers investment management, financial planning, and fiduciary advisory services, employing model-based managed solutions supplemented by sub-advisors and separately managed accounts.

Jeffrey Jaskol is a financial advisor with Summit Financial, LLC based in Houston, TX, holding Series 63 and Series 65 licenses with 43 years of industry experience. His career includes roles at TFS Securities, Inc., Acacia Life Insurance, Ameritas Life Insurance, and ownership of Jaskol Asset Advisors LLC dba The Jaskol Group. Outside of his advisory work, he is the founder of the Albert V. Jaskol Memorial Celebration, an annual charity event, and has served as past president of the American Cancer Society Tri-County board. Summit Financial, LLC is a multi-team SEC-registered advisory firm managing approximately $26.35 billion in assets for around 17,800 clients. The firm offers a combination of discretionary and consultative investment management, financial planning, and retirement plan advisory services, with a platform that includes third-party managers and held-away retirement account management.

Donald Blake is a financial advisor with Momentum Independent Network Inc. He holds Series 63 and Series 65 licenses and has 48 years of industry experience. Since 2010, he has been affiliated with Sws Financial Services. Outside of his advisory work, Blake serves as a board member and assistant treasurer for the Harris County Hospital District Foundation, a charitable organization in Houston. Momentum Independent Network serves a diverse client base including individual, high-net-worth, charitable, corporate, institutional, and banking clients. The firm offers a range of advisory and brokerage services, utilizing third-party managers and technology platforms to deliver customized investment programs and account management.

Patrick Mendenhall is a financial advisor with Arax Advisory Partners in Houston, TX, holding the Series 63 and Series 65 designations and over 43 years of industry experience. Prior to joining Arax Advisory Partners in 2026, he worked at U.S. Capital Wealth Advisors, UBS Financial Services, and other related firms. He serves as a trustee on the investment committee board of the OSU Foundation, a non-profit university foundation. Arax Advisory Partners provides wealth management and advisory services to individuals, family offices, institutions, and businesses. The firm manages accounts on a fiduciary basis using a variety of portfolio teams and investment strategies that include both traditional and alternative assets, and has grown through internal consolidation and acquisitions to a platform of over 200 advisors.

Roberto Arenivas is a CFP® professional with nine years of industry experience, currently serving at Avidian Wealth Solutions in Houston, TX. His prior experience includes roles at Mercer Global Advisors and Kanaly Trust. Avidian Wealth Solutions provides investment management, financial planning, and advisory services to individuals, families, retirement plans, corporations, trusts, and institutional clients. The firm combines managed model solutions and customized portfolios, utilizes third-party sub-advisors, and actively manages pooled and private funds.

Hogan Raycroft is a financial advisor with Larson Financial Group, LLC in Houston, TX. He holds a Series 66 credential and has two years of industry experience, including prior roles at LPL Financial, LLC and Intrua Financial. Larson Financial Group, LLC provides financial planning, portfolio management, and retirement-plan consulting services to individuals, trusts, corporations, nonprofits, and pension plans, with a focus on healthcare professionals and related businesses. The firm utilizes a combination of model portfolios and customized discretionary programs, employing both strategic and tactical investment approaches.

Lesley Groux is a financial advisor with CORDA Investment Management, LLC, holding Series 63 and Series 65 licenses and having nine years of industry experience. Prior to joining CORDA in 2025, Lesley worked at Hines Securities Inc. and Hines Private Wealth Solutions LLC. 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, along with pension consulting, tax preparation, and access to attorney-led estate-planning services.

Ronald Sauvageau is a CFP® with 25 years of industry experience, currently serving as an advisor at Intrua Financial since 2015. He has been affiliated with LPL Financial since 2009 and is involved in managing investment and financial planning activities. Outside of his advisory role, he operates Sauvageau Investment Group, LP and Sauvageau Management, LLC. Intrua Financial provides investment advisory, portfolio management, and retirement-plan consulting services for individuals, high-net-worth clients, trusts, foundations, small businesses, and plan sponsors. The firm employs a multifaceted investment approach combining fundamental analysis, modern portfolio theory, and technical analysis to tailor asset allocations and manages approximately $1.76 billion in client assets.