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.

Nicholas Ibanez is a CFP® and holds a Series 66 license, with nine years of industry experience. He has been with Linscomb Wealth, Inc. since 2013. Linscomb Wealth provides comprehensive wealth planning and investment management to individuals, families, trusts, charitable organizations, retirement plans, and other entities. The firm’s investment approach includes customized policy statements and diversified portfolios that blend active and passive strategies, managed on a discretionary basis with ongoing client-specific reviews.

Hester Broad is a CFP® and holds a Series 65 license with 17 years of experience in the financial industry. She has worked at Willis Johnson & Associates since 2016, including its current iteration, Willis Johnson Wealth, where she has been part of a 28-advisor team. Prior to joining Willis Johnson, she worked at AltruVista for four years. Willis Johnson Wealth provides comprehensive financial planning and investment management primarily for corporate professionals, executives, and high-net-worth individuals and their families. The firm employs an evidence-based, tax-aware investment approach and offers a range of model strategies along with tailored solutions, supported by an in-house CPA for tax planning and preparation.

Cameron Sauer is a CFP® professional at Willis Johnson Wealth with four years of industry experience. He has previously worked at Raymond James Financial and other firms before joining Willis Johnson Wealth. His background includes a range of financial services roles and time spent at Texas A&M University. Willis Johnson Wealth provides comprehensive financial planning and investment management primarily for corporate professionals, executives, and high-net-worth individuals and their families. The firm employs an evidence-based, tax-aware investment approach with diversified model strategies and offers services including retirement planning, estate planning, and in-house CPA tax preparation.

Stephan Farber is a financial advisor at Arax Advisory Partners with 22 years of industry experience. He holds the Series 66 designation and has worked at firms including U.S. Capital Wealth Advisors, Inscription Capital (Sound Post Capital), and Raymond James & Associates. Outside of his advisory work, he serves on the boards of MusicBridge and the Ojai Music Festival, contributing strategic advice and governance support. Arax Advisory Partners is a multi-team wealth management firm overseeing approximately $26.5 billion in assets, 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, and distinguishes itself through the use of performance-based fee arrangements and carried interest structures for qualified investors.

Jason Iacobucci is a financial advisor at CORDA Investment Management, LLC with 22 years of industry experience. He has held roles at CORDA since 2009 and previously worked at TD Ameritrade in various capacities from 2003 to 2008. He holds the Series 63 and Series 66 designations. CORDA Investment Management is a multi-team registered investment adviser managing approximately $2.0 billion in assets for over 1,300 clients. The firm provides discretionary portfolio management and integrated financial planning, serving individual and pension plan clients with customized investment strategies and additional services such as tax preparation and attorney-led estate planning.

Sara Ferrell is a financial advisor at Trek Financial with 15 years of industry experience. She holds a Series 66 designation and has worked previously at firms including Concurrent Investment Advisors, Raymond James, Wells Fargo, Morgan Stanley, and Invesco. Trek Financial serves individual and high-net-worth clients as well as institutional retirement plans, offering discretionary and non-discretionary asset management, financial planning, and retirement-plan fiduciary services. The firm combines strategic and tactical portfolio construction with evidence-based models and fundamental analysis, providing a wide range of systematic strategies, alternative investment options, and direct indexing with tax-loss harvesting.

Alexis Long is a CFP® and holds a Series 66 license with 11 years of experience in financial advising. She has worked at Willis Johnson Wealth and its related entities since 2014, as well as FSC Securities Corp from 2014 to 2018. Willis Johnson Wealth provides comprehensive financial planning and investment management primarily for corporate professionals, executives, and high-net-worth individuals and their families. The firm employs an evidence-based, tax-aware investment approach and offers a range of model strategies alongside tailored solutions and in-house CPA tax services.

Clayton Jarrell is a CFP® professional at Linscomb Wealth, Inc. in Houston, TX, with experience at firms including Goldman Sachs and Alliantgroup. He began his financial advisory career in 2024 after completing his education at the University of Kentucky. Linscomb Wealth provides wealth planning and investment management services to individuals, families, trusts, charitable organizations, and retirement plans, offering discretionary portfolio management and specialized family office services. The firm employs customized investment policies and diversified portfolios combining active and passive strategies, with oversight from an Investment Committee.

Aaron Salgado is a financial advisor at Arax Advisory Partners with one year of industry experience. He holds a Series 66 designation and has worked previously at Invesco and Thrivent Financial. Prior to his financial services career, he spent five years at Whole Foods. Arax Advisory Partners is a multi-team wealth manager overseeing approximately $26.5 billion in regulatory assets and serves 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 approaches, and is noted for its use of performance-based fee arrangements and carried-interest structures for certain qualified investors and private funds.

Alba Sandoval is a financial advisor at Arax Advisory Partners in Houston, TX, holding a Series 66 designation with eight years of industry experience. She previously worked with U.S. Capital Wealth Advisors, LLC, and maintains a role at Ontada LLC, an oncology data science and technology business, where she serves as a Customer Engagement Manager. Arax Advisory Partners is a multi-team wealth manager overseeing approximately $26.5 billion in regulatory assets and serves individuals, high-net-worth clients, family offices, institutions, and retirement plans. The firm combines internal portfolio management, third-party models, and tailored asset allocation while offering a range of services including financial planning, portfolio management, retirement plan consulting, and advisory services to pooled private funds.

Brian Hays is a financial advisor with Mutual Advisors, LLC in Houston, TX, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. His previous roles include positions at Rosehill Asset Management, Wfga, Polaris Greystone Financial Group, LPL Financial, and Amegy Investments. Outside of advisory work, he is the sole owner of Haysvest, LLC, a personal oil and gas well investment business. Mutual Advisors, LLC serves a diverse client base ranging from individual investors to institutional clients, managing assets with a combination of active and passive strategies tailored to client objectives. The firm is notable for its scale and institutional work, managing approximately $9.45 billion across 154 advisors.

Zachary Tassin is a financial advisor at Willis Johnson Wealth with two years of industry experience. He holds a Series 66 designation and previously worked at Raymond James Financial Services Advisors, Inc. He is also associated with Global Asset Management Group as an associate. Willis Johnson Wealth provides comprehensive financial planning and investment management primarily for corporate professionals, executives, and high-net-worth individuals and their families. The firm employs an evidence-based, tax-aware investment approach and offers specialized services such as in-house CPA tax preparation and a Families Program that accommodates household accounts.

Gerardo Martinez is a financial advisor at CORDA Investment Management, LLC with five years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Brighton Jones, PricewaterhouseCoopers, DoorDash, and Dunkin Donuts. 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 integrated financial planning for individuals, including high-net-worth clients, as well as pension consulting, tax preparation, and attorney-led estate-planning document services.

James Snelson is a financial advisor with Americana Partners, LLC in Houston, TX, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments and Morgan Stanley. Outside of advising, he is a partner in Hometown Hats LLC, a retail and online store, and serves as a pastor at Mid-Cities Community Church in Midland, Texas. 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 based on client risk tolerances and objectives, utilizing a range of investment vehicles and technology platforms, and manages multiple private pooled investment vehicles for accredited investors.

David Cox is a financial advisor with Verity Asset Management in Houston, TX, holding Series 63 and Series 65 licenses with five years of industry experience. His career includes roles at Verity Asset Management and Sterling National Financial Group. Outside of his advisory work, he sells indexed annuities and reviews accounts with current clients through a contractor role at Teacher's Pension DBA Sterling National Financial Group. Verity Asset Management is a multi-team SEC-registered firm managing approximately $1.15 billion for a diverse client base including individuals, retirement plan sponsors, institutional clients, and other advisers. The firm’s investment approach is model-based, utilizing tactical asset allocation across multiple asset classes and employing both internally managed and externally sourced strategies while offering portfolio management, consulting, and sub-advisory services.

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.