Charlie Kirven is a financial advisor with Secure Asset Management, L.L.C. in Houston, TX, holding a Series 63 designation and over 40 years of industry experience. His career includes roles at NEXT Financial Group and ownership of Money and Investment Concepts, where he has been involved in business management and sales since 1984. Secure Asset Management primarily serves individual clients, providing personalized financial planning, discretionary investment management, and pension consulting for retirement plans. The firm employs a range of investment strategies guided by written policies and periodic reviews, often utilizing third-party money managers and managing held-away employer accounts through third-party platforms.

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 industry experience. She is currently with Arax Advisory Partners and has held prior roles at U.S. Capital Wealth Advisors, LLC, and USCA Securities LLC. Outside of advisory work, she serves as co-trustee of a family trust focused on estate planning. 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 portfolio management, third-party models, and tailored asset allocation, with notable use of performance-based fee arrangements and carried interest structures for qualified investors.

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 financial advisor with Larson Financial Group, LLC, holding a Series 66 designation and seven years of industry experience. He has worked at LPL Financial and Intrua Financial LLC since 2019 and previously spent five years in the landscaping industry. Outside of Larson Financial Group, he serves as a research assistant for Intrua Financial LLC and is the Director of Investments for Freedom Wealth Alliance. Larson Financial Group provides 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 employs both strategic and tactical investment approaches, utilizing model portfolios, discretionary programs, and third-party money managers, supported by AI-assisted research tools alongside human review.

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 with Arax Advisory Partners in Houston, TX, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. Her career includes 16 years at Oppenheimer and more recent roles at U.S. Capital Wealth Advisors and USCA Securities. Arax Advisory Partners is an SEC-registered, multi-team wealth manager overseeing approximately $26.5 billion in assets through a team of over 200 advisors. The firm serves individuals, high-net-worth clients, family offices, institutions, and retirement plans, employing a combination of internal portfolio management, third-party models, and tailored asset allocation to meet client objectives.

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 an advisor at Arax Advisory Partners in Houston, TX, holding a Series 66 designation. He has one year of industry experience, including prior roles at US Capital Wealth Advisors and USCA Securities LLC, as well as positions outside the financial sector at firms such as Phillips 66 and Wood Mackenzie. Arax Advisory Partners is a multi-team SEC-registered wealth management firm overseeing approximately $26.5 billion in assets across more than 200 advisors. The firm serves individuals, high-net-worth clients, family offices, institutions, and retirement plans, offering a range of services including financial planning, portfolio management, retirement plan consulting, and advisory services for private funds.

Mary Margaret Bauman is a financial advisor at Arax Advisory Partners with one year of industry experience. She holds Series 65 and Series 63 licenses. Prior to joining Arax Advisory Partners in 2026, she worked at USCA Securities LLC and U.S. Capital Advisors LLC, and has a background that includes time at Texas A&M University and Incarnate Word Academy. Arax Advisory Partners is an SEC-registered, multi-team wealth manager overseeing approximately $26.5 billion in assets through more than 200 advisors. The firm serves individuals, high-net-worth clients, family offices, institutions, and retirement plans, offering a range of services including financial planning, portfolio management, and retirement plan consulting with a combination of internal management and external partnerships.

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.

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.