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 at Arax Advisory Partners with 41 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at firms including Oppenheimer, LPL Financial, Raymond James & Associates, and UBS Financial Services. Arax Advisory Partners provides wealth management and advisory services to individuals, high-net-worth clients, family offices, institutions, and businesses. The firm employs a fiduciary approach with a mix of traditional and alternative investments, supported by both in-house and external portfolio teams, and utilizes technology including AI tools and third-party analytics.

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 a financial advisor with Arax Advisory Partners in Houston, TX, holding a Series 66 designation and one year of industry experience. His prior roles include positions at USCA Securities LLC, US Capital Wealth Advisors, and Phillips 66. Arax Advisory Partners provides wealth management and advisory services to 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 range of traditional and alternative investments.

Mary Margaret Bauman is a financial advisor at Arax Advisory Partners in Houston, TX, with two years of industry experience. She holds Series 65 and Series 63 licenses and previously worked at U.S. Capital Advisors LLC and 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 discretionary and non-discretionary portfolio management, comprehensive financial planning, and employs a mix of traditional and alternative investments supported by AI tools and third-party analytics.

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.

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 at Arax Advisory Partners with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at UBS Financial Services and U.S. Capital Wealth Advisors. Outside of advisory roles, he serves on the board of directors for Badger Midstream Energy LP. Arax Advisory Partners provides wealth management and advisory services to individuals, high-net-worth clients, family offices, institutions, and businesses. The firm offers discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and private fund advisory, utilizing both traditional and alternative investments supported by in-house teams and external managers.

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 at Willis Johnson Wealth in Houston, TX, holding Series 65 and Series 63 licenses with 21 years of industry experience. He worked at FSC Securities Corporation, Inc. for 13 years before joining Willis Johnson & Associates, where he has been since 2005. 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 incorporating structured protection ETFs, options, 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®-credentialed financial advisor with 27 years of industry experience. He has been with Lincoln Investment Planning, Inc. since 2005. He is based in Sugarland, TX and holds Series 63 and Series 65 licenses. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, custom and model portfolios, access to third-party managers, and retirement plan advice through a nationwide network of independent advisors and firm-managed programs.