Charlotte Dorand is a financial advisor at Victory Financial with 32 years of industry experience. She has previously worked at NEXT Financial Group and LPL Financial. In addition to her advisory work, she is an author and conducts seminars through Gluten Free Lab LLC. Victory Financial Group serves a diverse range of clients including high-net-worth individuals, trusts, estates, retirement plans, small businesses, and charitable organizations. The firm employs an asset-allocation driven investment approach, constructing model portfolios using a combination of Modern Portfolio Theory and fundamental analysis.

Mitchell Friedemann is a CFP® professional with 10 years of industry experience, currently serving at Sunbelt Securities, Inc. since 2016. He has prior experience at Kansas State University. Outside of his advisory role, he is involved in tax preparation through Thorn Financial Group LLC. Sunbelt Securities, Inc. offers investment advisory and related services to individual, high-net-worth, and institutional clients via a network of investment adviser representatives. The firm provides portfolio management through various strategies and does not mandate a single uniform investment approach across its advisers.

Kimberly Ripoll is a CFP® professional with 30 years of experience in the financial services industry. She is currently with Arax Advisory Partners and has previously worked at firms including U.S. Capital Wealth Advisors, RBC Capital Markets, and Wells Fargo. Arax Advisory Partners provides wealth management and advisory services to a diverse client base, including individuals, family offices, institutions, and businesses. The firm offers discretionary and non-discretionary portfolio management, comprehensive financial planning, and private fund advisory, leveraging both traditional and alternative investments through in-house teams and external managers.

Kelly Reavis is a financial advisor with Sunbelt Securities, Inc. in Houston, TX, holding Series 63 and Series 66 licenses and 28 years of industry experience. He has been with Sunbelt Securities since 2012. Sunbelt Securities serves individual investors, charitable organizations, and corporate clients, managing approximately $2.0 billion through a network of 68 advisors. The firm offers portfolio management, financial planning, and referrals to third-party money managers, with a focus on discretionary portfolio management at the advisor level.

Dylan Clark is a financial advisor at Compound Planning, Inc. with four years of industry experience. He holds a Series 65 designation and has worked at several firms, including Larson and Baker and Company Advisory Group. Outside of his advisory role, he serves as CEO of Dylan Clark Consulting, providing regulatory compliance services and consulting on exempt offerings for fund managers and syndicators. Compound Planning serves individuals, families, businesses, retirement plans, and financial intermediaries with discretionary portfolio management, financial planning, and institutional retirement-plan services. The firm employs a fiduciary, goals-based investment process and offers a range of strategies from low-cost ETFs to professional options, supported by technology partnerships and automated portfolio monitoring.

John Piland is a financial advisor at Americana Partners, LLC in Houston, TX, with 44 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Purshe Kaplan Sterling Investments, Ameriprise Financial Services, Morgan Stanley, Stephens, and Citigroup Global Markets. 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 offers customized portfolios through ongoing client consultations and discretionary management, utilizing a broad range of investment vehicles and incorporating alternative investments and third-party managers.

Michael Hozian is a Series 65-credentialed advisor with The Mather Group, LLC in Houston, TX, where he has worked since 2020. He has three years of industry experience, including prior roles at Baird and Commercial Residential Finishes. The Mather Group primarily serves high-net-worth individuals, family offices, and other entities, providing financial planning, investment management, tax and estate planning guidance, and family office services. The firm employs an evidence-based investment approach with risk-based allocation models and customized portfolio options, integrating AI tools with human oversight in its processes.

James Perkins is a financial advisor at The Mather Group, LLC in Houston, TX, with 11 years of industry experience. He holds a Series 65 designation and has been with The Mather Group since 2016. Outside of his advisory role, Perkins is involved in leasing and property management of personally owned real estate. The Mather Group primarily serves high-net-worth individuals, family offices, trusts, corporations, and other entities by offering comprehensive financial planning, investment management, tax and estate planning guidance, and family office services. The firm follows an evidence-based investment approach with multiple risk-based allocation models and employs customization options including direct indexing and ESG factor portfolios.

Randall Braziel is a CFP® professional with seven years of industry experience, currently serving at The Mather Group, LLC since 2019. Prior to joining The Mather Group, he worked at Direct Energy from 2011 to 2018. He is based in Houston, TX. The Mather Group primarily serves high-net-worth individuals, family offices, trusts, corporations, and other entities, providing integrated financial planning, investment management, tax and estate planning guidance, and family office services. The firm employs an evidence-based investment approach with risk-based allocation models and offers customized portfolio solutions including direct indexing and ESG factor portfolios.

David Darst is a financial advisor at Americana Partners, LLC with 52 years of industry experience. He holds the CFA® designation and Series 63 license. His prior experience includes roles at The Family Office USA Ltd. and Morgan Stanley. Darst is also an accomplished author, having written multiple books unrelated to investment. 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 strategies and vehicles, incorporating alternative investments and selective options strategies for eligible clients.

Alberto Valdes is a financial advisor at Insigneo Advisory Services, LLC in Houston, TX, holding Series 63 and Series 65 licenses with 17 years of industry experience. His prior roles include positions at Actinver Securities, BBVA Securities, and VectorGlobal WMG. Outside of his advisory work, he has been involved with Valgue Real Estate LLC since 2018. Insigneo Advisory Services, LLC provides investment advisory and portfolio management services to individuals, corporations, trusts, and institutional clients, including banking institutions. The firm offers discretionary and non-discretionary managed accounts, multi-asset portfolios, third-party manager oversight, and proprietary private placement vehicles, utilizing customized allocations and firm-modeled strategies across a broad range of asset classes.

Jesse Isensee is a financial advisor at Arax Advisory Partners in Houston, TX, with 9 years of industry experience. He holds Series 63 and Series 66 designations. His previous roles include positions at USCA Securities LLC, US Capital Wealth Advisors LLC, Bank of America, Merrill, Brookfield Asset Management, and Center Coast Capital. Arax Advisory Partners offers wealth management and advisory services to individuals, high-net-worth clients, family offices, institutions, and businesses. The firm employs a fiduciary approach with in-house portfolio teams and external managers, utilizing a mix of traditional and alternative investments.

Phillip Knight is a CFP® and Series 66 licensed financial advisor with 20 years of industry experience. He is currently with Americana Partners, LLC and Saxony Securities, Inc., having previously worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Purshe Kaplan Sterling Investments, and Citigroup Global Markets. Outside of finance, Knight is involved in nonprofit work as Treasurer and Board Member of High Sky Children's Ranch and President of the Board for the Cameron Stotts Foundation, both serving community causes in Midland, Texas. He also owns a salt delivery business, Midland Salt Co., and provides bookkeeping support for an interior design firm. Americana Partners offers financial planning, consulting, and discretionary wealth management services to individuals, trusts, estates, charitable organizations, and business entities. The firm customizes investment portfolios across various asset classes and serves as investment manager for multiple private pooled investment vehicles, utilizing technology platforms and maintaining a network of affiliated entities to support its client offerings.

Todd Graham is a financial advisor with Kovack Advisors, Inc. in Houston, TX, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He previously worked for SWS Financial Services for 22 years before joining Kovack Advisors and Kovack Securities in 2021. Kovack Advisors, Inc. is a multi-team registered investment adviser with approximately 260 advisors and over $6 billion in client assets. The firm serves individuals, pension plans, charitable organizations, banks, and government clients, offering portfolio management, financial planning, and access to third-party managers through an Envestnet-supported investment process.

Elizabeth Chamberlain is a Series 66-licensed financial advisor with Sunbelt Securities, Inc. in Houston, TX, where she has worked since 2016. She has nine years of industry experience and is also involved with Neil Chamberlain CPA, a bookkeeping and accounting firm unrelated to investment activities. 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 offers portfolio management, financial planning, and consulting services, with advisory solutions primarily delivered through representatives who provide tailored asset allocations and discretionary portfolio management.

Amy Buchheit is a financial advisor at Intrua Financial with 12 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Larson Financial Group and Larson Financial Securities. Buchheit also operates DAB Leasing LLC and DAB Fleet LLC for tax and investment purposes. Intrua Financial provides investment advisory, portfolio management, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, foundations, small businesses, and plan sponsors. The firm combines fundamental analysis, modern portfolio theory, and technical analysis to create customized asset allocations and investment policy statements, managing approximately $1.76 billion in client assets as of December 2024.

Bradley Miller is a Series 63 licensed financial advisor with 36 years of industry experience. He currently works at Arax Advisory Partners and has previously held roles at U.S. Capital Wealth Advisors, Morgan Stanley, Citigroup Global Markets, and UBS Financial Services. Miller serves as an executor of an estate in Houston. Arax Advisory Partners provides wealth management and advisory services to individual and high-net-worth clients, family offices, institutions, and businesses. The firm offers discretionary and non-discretionary portfolio management, financial planning, retirement consulting, and private fund advisory, utilizing a combination of in-house teams, external managers, and alternative investments.

Matthew Celenza is a financial advisor at Americana Partners, LLC with 30 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Boulevard Family Wealth, Purshe Kaplan Sterling Investments, and Bank of America. Outside of his advisory role, he is the owner and partner of Boulevard Insurance Strategies, LLC, an insurance sales and investment-related business. 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 offers access to a range of investment vehicles and third-party managers, including private pooled investment vehicles for qualified investors.

Mauricio Serpa is a financial advisor at BBVA Global Wealth Advisors, Inc. with one year of industry experience. He holds the Series 66 designation and has prior experience at Mass Mutual Investors Services, Northwestern Mutual, and Quantumleaf Software. He is based in Houston, TX. BBVA Global Wealth Advisors provides investment advisory services to individuals, high-net-worth clients, businesses, and family offices. The firm employs a risk-profile-driven approach that utilizes a mix of mutual funds, ETFs, UCITS, structured products, and individual securities, supported by BBVA S.A.’s fund research and third-party resources.

Alex Gerepka is a financial advisor at Ausdal Financial Partners, Inc. based in Houston, TX. He holds a Series 65 designation and has experience working in various educational roles including at the University of Houston and Lonestar College. 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 range of advisory and brokerage services, tailoring investment strategies to client objectives and utilizing multiple custodians and third-party money managers.