Alejandro Tapia is a financial advisor with Symphony Financial, Ltd. Co. in Houston, TX, holding a Series 66 designation and 22 years of industry experience. He has been with Symphony Financial since 2014 and has concurrent tenure at LPL Financial LLC dating back to 2004. Tapia is involved in Aviation Retirement Strategies, LLC, a business related to retirement planning within the aviation sector. Symphony Financial provides discretionary investment management, financial planning, and consulting services to individuals, trusts, estates, charitable organizations, and business entities. The firm manages approximately $1.09 billion in assets and employs a long-term investment approach that combines fundamental and technical analysis, tailoring portfolios to client risk profiles and objectives with continuous monitoring and coordination through custodial platforms and outside specialists.

Brenda Jackson is a financial advisor with Symphony Financial, Ltd. Co. in Houston, TX, holding Series 63 and Series 66 licenses and having 26 years of industry experience. She previously worked at Morgan Stanley and A.G. Edwards & Sons, Inc. before joining Symphony Financial in 2014. 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 combination of mutual funds, ETFs, individual securities, options, and private placements.

Oliver Bakker is a financial advisor at Sowell Management with two years of industry experience. He holds a Series 65 credential and has prior experience at Weaver and Tidwell, L.L.P., Weaver Capital Advisors, Kelly Partners Chartered Accountants, and Star Beta. 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 various management styles and offers model portfolios, sub-advisory relationships, and unified managed account solutions through multiple platforms.

David King is a financial advisor with Arax Advisory Partners in Houston, TX, holding Series 63 and Series 65 licenses and possessing 32 years of industry experience. His prior roles include positions at UBS Financial Services and U.S. Capital Wealth Advisors, LLC. He serves on the board of directors for Badger Midstream Energy LP, dedicating time to governance and financial oversight. Arax Advisory Partners is a multi-team SEC-registered wealth manager overseeing approximately $26.5 billion in assets. The firm serves individuals, high-net-worth clients, family offices, institutions, and retirement plans through a combination of internal portfolio management, external manager relationships, and tailored asset allocation strategies.

Andrew Oak is a financial advisor with Symphony Financial, Ltd. Co. in Houston, TX, holding a Series 66 designation and 12 years of industry experience. He has worked at Symphony Financial since 2019 and previously at LPL Financial and Aviation Retirement Strategies. Symphony Financial provides discretionary investment management, financial planning, and consulting services to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a long-term investment approach combining fundamental and technical analysis, tailoring portfolios to client risk profiles and objectives, and offers multi-family office services that coordinate broad family needs through outside providers.

Robert Lowerre is a financial advisor with Willis Johnson Wealth in Houston, TX, holding Series 65 and Series 63 licenses and having 21 years of industry experience. He has worked at Willis Johnson & Associates since 2005, including his current role at Willis Johnson Wealth since 2020, and previously spent 13 years at FSC Securities Corporation, Inc. 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 uses an evidence-based, tax-aware investment approach centered on diversification, tax coordination, and low-cost implementation, and offers a range of model strategies as well as tailored solutions including structured protection ETFs and private-market allocations.

Vernon Roberts is a financial advisor at CORDA Investment Management, LLC with 41 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Valic Financial Advisors, GFS Advisors LLC, and Stanford Group Company. Roberts has been with CORDA Investment Management since 2022. CORDA Investment Management is a multi-team registered investment adviser managing approximately $2.0 billion in client assets for about 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 access to attorney-led estate planning services.

Devaron Yates is a CFP® professional with over 21 years of experience in financial advisory roles. He is currently a managing partner at Wealth Development Strategies Investment Advisory, Inc. in Houston, TX, where he has worked since 2015. His prior experience includes roles at Valmark Advisers, Inc., Valmark Securities, Inc., Hornor Townsend & Kent Inc, and Penn Mutual Life Insurance Co. Yates serves on the Valmark Member Advisory Board and is a board director for the American Leadership Forum, where he participates in organizational oversight and governance. Wealth Development Strategies Investment Advisory, Inc. provides personalized financial and consultative planning for individuals, businesses, pension plans, and trusts, focusing on areas such as cash flow, retirement, estate, and business succession planning. The firm operates primarily as a planning and consultative practice without taking custody of client assets, emphasizing written plans and referrals for implementation rather than discretionary portfolio management.

Mark Countryman is a CFP® professional with 27 years of industry experience. He is affiliated with Capital Analysts and has worked with Lincoln Investment Planning, Inc. since 2005. Capital Analysts serves retail and institutional clients, including high-net-worth individuals, trusts, and charitable organizations. The firm offers portfolio management through advisor-managed portfolios, third-party managers, and ERISA/403(b) retirement-plan advice, supported by an in-house Investment Management & Research team that employs a proprietary mutual fund screening process.

Urte Zakarauskaite is a financial advisor at Americana Partners, LLC with a Series 65 designation and two years of industry experience. Before joining Americana Partners in 2023, she worked at Keebeck Wealth Management and DevBridge. 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 including mutual funds, ETFs, individual securities, and third-party managers, and serves high-net-worth and ultra-high-net-worth clients, including international investors.

Douglas Williams is a financial advisor at Retirement Planners of America with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Metropolitan Capital Advisors and Texture. Retirement Planners of America offers discretionary portfolio management and financial planning to individuals, high-net-worth clients, and retirement plan participants, primarily through a wrap-fee investment program. The firm employs an “Invest and Protect” approach focused on capital preservation and tactical rebalancing, utilizing model portfolios composed largely of ETFs and mutual funds.

Jack Hirschman is a Series 66 licensed advisor at Sunbelt Securities, Inc. in Houston, TX, with 19 years of industry experience. He has been with Sunbelt Securities since 2010. Sunbelt Securities, Inc. provides investment advisory and related services to individual, including high-net-worth, and institutional clients through a network of investment adviser representatives. The firm offers the Sunbelt RD wrap-fee program, standalone financial planning, and referrals to third-party money managers, employing a variety of investment methods and strategies without a single uniform model.

Ronald Thacker is a financial advisor at Americana Partners, LLC in Houston, TX, with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Morgan Stanley and Purshe Kaplan Sterling Investments. 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 offers tailored portfolios and manages multiple private pooled investment vehicles for qualified investors.

Kyle Judd is a financial advisor with Sunbelt Securities, Inc. in Houston, TX, holding a Series 66 designation and 19 years of industry experience. He has been associated with Sunbelt Securities since 2010 and operates Judd/Reddish Private Wealth Consultants, a DBA under Sunbelt Securities, since 2011. 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 third-party manager referrals, with a focus on discretionary account management.

Mary Stone is a financial advisor at B. Riley Wealth Advisors, Inc. in Houston, TX, with 43 years of industry experience. She holds Series 63 and Series 65 designations. Prior to joining B. Riley Wealth Advisors in 2022, she worked at National Asset Management and United Advisors Services, LLC. She is also a partner at Consilience Asset Management, an investment advisory business based in Buffalo, NY. B. Riley Wealth Advisors serves a diverse client base including individuals, pension plans, trusts, charitable organizations, and corporate clients. The firm offers a range of investment programs and financial planning services, managing approximately $4.21 billion in assets through around 173 advisors.

Irene Kelley is a financial advisor with Sunbelt Securities, Inc. in Jasper, TX, holding a Series 66 designation and 23 years of industry experience. She worked at Morgan Stanley Smith Barney from 2009 to 2018 before joining Sunbelt Securities in 2018. 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 provides portfolio management, financial planning, and consulting services, with advisory accounts primarily focused on discretionary management.

Adrian Gonzalez is a financial advisor with Capital Analysts, holding a Series 66 designation and two years of industry experience. Prior to joining Capital Analysts, he worked at Lincoln Investment and has been involved with Operation HOPE and various community service roles. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm provides portfolio management and retirement plan advice through a nationwide network of independent advisors and combines discretionary and non-discretionary investment management supported by proprietary research tools.

Melissa Brennan is a CFP® with 22 years of experience in the financial industry, currently serving as an advisor at Symphony Financial, Ltd. Co. since 2020. Her prior roles include positions at LPL Financial, CFO4Life, Ausdal Financial Partners, Perryman Securities, and Vogel Financial Advisors. She is also a guest lecturer at Southern Methodist University. Symphony Financial serves individuals, trusts, estates, charitable organizations, and business entities with discretionary portfolio management, financial planning, and consulting. The firm is notable for its comprehensive multi-family office services and a long-term investment approach that incorporates both fundamental and technical analysis.

Caitlin Little is a financial advisor with Capital Analysts, holding Series 63 and Series 65 credentials and four years of industry experience. Prior to joining Capital Analysts and Lincoln Investment, she worked at Dearborn & Creggs and spent five years at CBS News. Capital Analysts serves a diverse client base, including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm provides portfolio management and retirement-plan advice through a nationwide network of advisors, utilizing both discretionary and non-discretionary investment approaches supported by in-house research and third-party managers.

Quentin Moore II is a financial advisor with Geneos Wealth Management, Inc. in Bellaire, TX, holding a Series 63 designation and 38 years of industry experience. He has worked at Salt Grass Financial Group and Geneos Wealth Management since 2003. Outside of advising, he is involved in tax preparation and acts as an independent agent for fixed insurance products. Geneos Wealth Management serves a diverse client base including individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, investment advisory, and brokerage services, utilizing a range of analytic approaches and investment strategies with discretionary trading authority for most accounts.