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 Series 63 and Series 65 credentials and over 43 years of industry experience. His prior roles include positions at U.S. Capital Wealth Advisors, LLC, and various affiliated entities since 2009. He serves as a trustee on the Oregon State University Foundation Investment Committee Board. Arax Advisory Partners is a multi-team SEC-registered wealth manager with more than 200 advisors overseeing approximately $26.5 billion in regulatory assets. The firm serves individuals, high-net-worth clients, family offices, institutions, and retirement plans, offering financial planning, portfolio management, retirement plan consulting, and advisory services to private funds through a combination of internal management and third-party resources.

Brandon Glasscock is a financial advisor with Concurrent Investment Advisors, LLC in Houston, TX, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, Raymond James Financial Services, and Wells Fargo Advisors. He is also a business owner of BEC Financial, a personal LLC used for tax purposes and to support his wealth management activities. Concurrent Investment Advisors serves individuals, families, trusts, estates, businesses, and retirement plans, managing approximately $9.9 billion in client assets across discretionary and non-discretionary mandates. The firm employs a long-term investment approach utilizing ETFs, mutual funds, individual securities, and alternative investments, offering customized portfolios and a variety of advisory services.

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 at Corda Investment Management, LLC with nine years of industry experience. She holds the Series 65 and Series 63 credentials. Prior to joining Corda in 2025, she worked at Hines Securities Inc. and Hines Private Wealth Solutions LLC, and has experience from Schlumberger. Corda Investment Management is a multi-team registered investment adviser managing approximately $2.0 billion in client assets. 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.

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.

Carter Blackburn is a financial advisor with Avidian Wealth Solutions in Houston, TX, holding Series 66 and Series 65 credentials and nine years of industry experience. He has been with Avidian Wealth Solutions (formerly STA Wealth Management, LLC) since 2017 and previously worked at Second Baptist Church for six years. Outside of finance, Carter owns Blackburn Productions, through which he provides illusionist and magical entertainment. Avidian Wealth Solutions offers investment management, financial planning, and advisory services to individuals, families, retirement plans, pooled investment vehicles, corporations, trusts, and other institutional clients. The firm manages portfolios using a combination of managed models and customized strategies and is active in managing pooled and private funds.

Dylan Daggett is a financial advisor at Concurrent Investment Advisors, LLC with four years of industry experience. He holds the Series 66 designation and previously worked at firms including Raymond James Financial Services and Cetera. Outside of his advisory roles, he is also associated with Green Financial Group and Winstone Wealth Partners, where he serves in non-investment support and client service roles. Concurrent Investment Advisors, LLC is an SEC-registered firm providing wealth management, discretionary and non-discretionary investment management, and financial planning services to individuals, families, trusts, businesses, and retirement plans. The firm manages approximately $15.7 billion in assets with a primarily long-term, portfolio-driven investment approach.

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.

Cody Cox is a financial advisor at Geneos Wealth Management, Inc. with 12 years of industry experience. He holds a Series 66 designation and has been associated with Geneos Wealth Management and Cox Global Associates Inc. since 2012. Outside of advisory work, he serves as Vice President and Managing Director of Pin Oak Atrium Building Ltd. and works as a ranch hand for Cox Excalibur Brangus LLC. Geneos Wealth Management serves a diverse client base including individuals, trusts, estates, pension plans, corporations, and charitable organizations. The firm offers financial planning, investment advisory, and brokerage services with a range of account management strategies and access to third-party money managers.

Misty Garza is a CFP® professional with 25 years of industry experience. She currently works at Bogart Wealth, LLC and previously spent eight years at Selah Financial Services. Bogart Wealth serves individuals, trusts, estates, and charitable organizations with comprehensive financial planning and wealth management, utilizing model portfolios and specialized investment options such as direct indexing SMAs, structured notes, interval funds, and private-market alternatives. The firm combines fundamental equity analysis with top-down asset allocation and employs AI tools under formal policies to support investment decisions.

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.