Titus Harris III is a financial advisor at Arax Advisory Partners with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms including U.S. Capital Wealth Advisors, USCA Securities LLC, and Sanders Morris LLC. Outside of his advisory role, he is involved in a charitable foundation tied to the Coastal Conservation Association of Texas and serves on the Neurological Institute National Council at Houston Methodist Hospital Foundation. 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 employs a fiduciary approach utilizing in-house portfolio teams, independent managers, and a combination of traditional and alternative investments, supported by AI tools and third-party analytics.

Amy Ogden is a CFP® professional with 10 years of industry experience. She is currently with Americana Partners, LLC and Saxony Securities, Inc., having previously worked at Morgan Stanley and Purshe Kaplan Sterling Investments. Ogden serves on the advisory board of TriState Capital Bank. 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 across a range of investment vehicles and manages multiple private pooled investment vehicles for accredited investors, integrating technology platforms and third-party managers in its process.

Shelley Morrison Phelps is a financial advisor with Sunbelt Securities, Inc. in Houston, TX, holding a Series 63 designation and bringing 32 years of industry experience. She has been with Sunbelt Securities since 2012. Sunbelt Securities serves a diverse clientele including individual investors, charitable organizations, and corporate clients, managing approximately $2.0 billion through a network of 68 advisors. The firm offers portfolio management primarily through discretionary wrap programs, written financial planning, and third-party money manager referrals.

Hailey Thorn is a financial advisor with Sunbelt Securities, Inc. in Southlake, TX, holding a Series 66 designation and nine years of industry experience. She previously worked at Sontag Advisory LLC before joining Sunbelt Securities in 2019. Outside of her advisory role, she is involved in tax preparation through Thorn Financial Group LLC and holds a life insurance agent license. Sunbelt Securities serves 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 a focus on discretionary management delivered at the individual advisor level.

Randall Gillespie is a financial advisor at Intrua Financial with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at LPL Financial and Private Advisor Group, LLC. Outside of his advisory role, he operates a tax and insurance-related business under Randy C. Gillespie & Associates, Inc. Intrua Financial is a multi-team registered advisory firm serving individuals, high-net-worth clients, trusts, foundations, and retirement plans. The firm employs a diverse investment approach combining fundamental, technical, and cyclical analysis and offers various portfolio management and consulting services.

Charles Garland is a financial advisor at Symphony Financial, Ltd. Co. in Houston, TX, with 17 years of industry experience. He holds Series 63 and Series 66 designations and has been with Symphony Financial since 2014. Garland is also affiliated with LPL Financial. 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 employs a long-term investment approach using a broad range of investment vehicles while coordinating with outside specialists for comprehensive wealth management.

John Tubbs is a financial advisor at Arax Advisory Partners in Houston, TX, holding a Series 66 designation with 11 years of industry experience. He previously worked at U.S. Capital Wealth Advisors, LLC, and maintains a role as a registered representative with USCA Securities LLC. 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, employing both in-house and external managers alongside alternative investments and technology tools.

Brock Carlin is a financial advisor with Sunbelt Securities, Inc. in Houston, TX, holding a Series 66 designation and 18 years of industry experience. He has been with Sunbelt Securities since 2016. Sunbelt Securities serves a diverse client base including individual investors, charitable organizations, and corporate clients, managing approximately $2.0 billion across several thousand accounts. The firm offers portfolio management through a rep-directed wrap program, written financial planning, consulting, and access to third-party money managers.

Patrick Keller is a financial advisor at Elevation Point Wealth Partners, LLC with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Inscription Capital LLC and Truist Bank. Elevation Point Wealth Partners provides investment advisory services to individuals, retirement plans, trusts, and institutional clients. The firm offers portfolio management through model portfolios, separately managed accounts, and retirement-plan consulting, utilizing a blend of strategic and tactical asset allocation across various investment vehicles.

Ben Davidson is a financial advisor at Americana Partners, LLC in Houston, TX, holding a Series 65 designation with four years of industry experience. Before joining Americana Partners in 2022, he worked at JP Morgan & Chase from 2019 to 2021 and held academic positions at the University of North Carolina and University of South Carolina. 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 several private pooled investment vehicles for qualified investors.

Korosh Ataei is a financial advisor with Symphony Financial, Ltd. Co. in Houston, TX, holding a Series 66 credential and five years of industry experience. His prior roles include positions at LPL Financial, IP Financial Advisory Services LLC, and GWN Securities, Inc. Symphony Financial serves individuals, trusts, estates, charitable organizations, and business entities through discretionary portfolio management, financial planning, and consulting. The firm offers comprehensive multi-family office services and employs a long-term investment philosophy that combines fundamental and technical analysis.

Elwyn Evans III is a CFA® charterholder with 20 years of industry experience. He has been with Miller Investment Management, L.P. in Houston, TX since 1999. Miller Investment Management provides investment advisory and supervisory services to individuals, pension and profit-sharing plans, foundations, endowments, trusts, business entities, and private pooled vehicles. The firm combines fundamental and technical analysis through its Investment Strategy and Portfolio Management Committees, managing both discretionary and non-discretionary assets with a long-term focus while allowing shorter-term trades and specialized strategies where appropriate.

Robert Wellington IV is a financial advisor with Americana Partners, LLC in Houston, TX, holding a Series 66 designation and 17 years of industry experience. His prior roles include positions at Morgan Stanley and Purshe Kaplan Sterling Investments. He is a founding partner and managing director at Americana Partners. 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 diverse range of investment vehicles and technology platforms, and manages multiple private pooled investment vehicles for qualified investors.

David Solomon is a financial advisor with Arax Advisory Partners in Houston, TX, holding a Series 63 credential and 45 years of industry experience. He has previously worked at U.S. Capital Wealth Advisors, USCA Securities, USCA Asset Management, and Hitherlane Partners. Outside of his advisory role, he serves as treasurer for a real estate dinner club and trustee of a family trust. 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 discretionary and non-discretionary portfolio management, comprehensive financial planning, and retirement plan consulting, utilizing both traditional and alternative investments through a combination of in-house teams and external managers.

Gregory Thorn is a CFP® professional with 31 years of experience in financial advising. He currently works at Sunbelt Securities, Inc., where he has been since 2016. Prior to that, he held positions at LPL Financial and Cetera Wealth Services. Outside of his advisory role, Thorn operates Thorn Financial Group LLC, which provides tax preparation and accounting services. Sunbelt Securities, Inc. serves individual, high-net-worth, and institutional clients through a network of investment adviser representatives offering advisory services, financial planning, and access to third-party money managers. The firm employs diverse investment strategies and does not mandate a single uniform model across its advisors.

Patrick Norfleet is a financial advisor with Sowell Management in Houston, TX, holding Series 63 and Series 65 licenses and 19 years of industry experience. His prior roles include positions at Edward Jones, Wells Fargo Clearing Services, J.P. Morgan Securities, and Uber. He is employed by Weaver and Tidwell, L.L.P., working under affiliates Weaver Capital Advisors and Weaver Family Office Services, which provide investment advisory services through Sowell Management. Sowell Management is a multi-team registered investment adviser serving individuals, retirement plans, corporations, and other RIAs with portfolio management, financial planning, and retirement-plan advisory services. The firm employs diverse management styles and offers model portfolios, third-party manager selection, unified managed accounts, and held-away account management through various platforms.

Rachel Brown is a CFP® professional with 23 years of experience in financial advising. She is currently with Arax Advisory Partners and has prior experience at UBS Financial Services and U.S. Capital Wealth Advisors. Brown holds Series 63 and Series 66 licenses. 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, comprehensive financial planning, retirement plan consulting, and private fund advisory, employing both traditional and alternative investments supported by AI tools and third-party analytics.

Joseph Barbour is an investment advisor at Encompass More Asset Management LLC with 18 years of industry experience. He holds the Series 63 and Series 65 designations and has prior experience at J.P. Morgan Chase and BBVA-related firms. Outside of investment advising, he is involved in insurance sales and marketing, including Medicare and annuities. Encompass More Asset Management LLC provides discretionary portfolio management, financial planning, and retirement-platform model services primarily to individual and high-net-worth clients. The firm employs model-based strategies combining proprietary and third-party sub-advisers, offering access to a range of investment options including equities, fixed income, private placements, and digital-asset-related exposures.

Carlos Ruano Morales is a financial advisor at BBVA Global Wealth Advisors, Inc. with one year of industry experience. He holds a Series 66 designation and previously worked at LPL Financial, LLC and SpeedOut Advisory SL. Outside of advisory work, he is employed as a coach at the Manchester School of Soccer in Cibolo, Texas. BBVA Global Wealth Advisors, Inc. provides investment advisory services to individuals, high-net-worth clients, businesses, and family offices, offering portfolio advisory, wrap fee programs, and model portfolios. The firm uses strategic and tactical asset allocation informed by BBVA S.A.’s research and third-party resources, employing a mix of mutual funds, ETFs, UCITS, structured products, and individual securities.

Andrew Keller is a financial advisor at Elevation Point Wealth Partners, LLC with 23 years of industry experience. He holds the Series 66 designation and has worked at firms including LPL Financial, Intrua Advisory Group, and Inscription Capital. Keller serves on the board of the Trotter YMCA in Houston, Texas. Elevation Point Wealth Partners provides investment advisory services to individuals, retirement plans, trusts, and institutional clients, offering a range of portfolio management strategies including separately managed accounts, model portfolios, and retirement-plan consulting. The firm integrates strategic and tactical asset allocation across multiple investment vehicles and includes insurance-related activities within its service offerings.