Riccardo Signorelli is a financial advisor with Sunbelt Securities, Inc. in Houston, TX, holding Series 65 and Series 63 credentials and having eight years of industry experience. His professional background includes roles at Lavaca Capital LLC and Sunbelt Securities, as well as involvement in several non-investment business ventures, such as technology services through The Woodlands Analytics and consulting via RS Energia. Sunbelt Securities, Inc. offers investment advisory and related services to individual and institutional clients through a network of investment adviser representatives employing a variety of investment strategies. The firm provides fee-based advisory services alongside broker-dealer offerings and supports clients with portfolio management and financial planning solutions.

Hugh Hamilton is a CFA® charterholder based in Houston, TX, with 26 years of industry experience. He currently serves at Concurrent Investment Advisors, LLC and Hamilton Institutional Consulting, having previously worked for Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of his advisory roles, he is involved with Hamilton Capital Partners LLC, an entity created to hold a fractional interest in a vacation property. Concurrent Investment Advisors, LLC is an SEC-registered advisory firm serving individuals, high-net-worth clients, families, trusts, businesses, and retirement plans. The firm manages approximately $15.7 billion in assets and employs a long-term, portfolio-driven investment approach using ETFs, mutual funds, and selected individual securities to align with client goals and risk tolerance.

Nicholas Johnson is a CFP® and CFA® with 18 years of industry experience. He has worked exclusively with Willis Johnson Wealth and its predecessor entities since 2007. Willis Johnson Wealth provides comprehensive financial planning and investment management for corporate professionals, executives, and high-net-worth individuals and their families. The firm employs a tax-aware, evidence-based investment approach with diversified strategies and offers in-house tax services alongside tailored portfolio solutions.

Kevin Lenox is a CFP® and CFA® with 18 years of experience in financial advising. He has worked at Avidian Wealth Solutions (formerly STA Wealth Management) since 2020 and previously spent five years at United Capital Financial Advisers. Avidian Wealth Solutions is an SEC-registered advisory firm serving individuals, high-net-worth families, businesses, retirement plans, and institutional clients. The firm employs a primarily model-based investment approach supplemented by sub-advisors and tailored allocations, managing approximately $3.99 billion in assets across 32 advisors.

Robert Dishman is a financial advisor with Sunbelt Securities, Inc. in Houston, TX, holding a Series 66 designation and 13 years of industry experience. He previously worked at Morgan Stanley for nine years before joining Sunbelt Securities in 2023. Outside of his advisory role, he is involved in providing fixed life insurance, annuities, group medical insurance, life settlements, and estate planning services through Charles W. Rawl & Associates, LLC. Sunbelt Securities, Inc. offers investment advisory and related services to individual and institutional clients through a network of representatives. The firm supports a variety of investment approaches and discretionary portfolio management within its wrap-fee program, while also providing standalone financial planning and referrals to third-party money managers.

Brooke Naghavi is a financial advisor at Corda Investment Management, LLC with 16 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Corda since 2018, previously affiliated with Frost Brokerage Services and Fs2 Capital Partners. Corda Investment Management is a multi-team registered investment adviser managing approximately $2.0 billion in client assets across 30 advisors. The firm provides discretionary portfolio management and integrated financial planning to individuals, including high-net-worth clients, as well as pension consulting and tax preparation services.

Oscar Mancineiras is a financial advisor at BBVA Global Wealth Advisors, Inc. in Houston, TX. He holds a Series 65 designation and has prior experience working at Texas First Bank, as well as roles at the University of Houston’s C.T. Bauer College of Business and Houston Methodist. Mancineiras has been with BBVA Global Wealth Advisors since 2026. BBVA Global Wealth Advisors serves individual and high-net-worth clients, businesses, and family offices primarily through portfolio advisory and wrap-fee programs. The firm’s investment approach combines client risk profiles with guidance from BBVA S.A.’s Global Wealth Investment Committee, emphasizing a mostly non-discretionary model that incorporates both strategic and tactical asset allocation.

Geordie Hrdlicka is a CFP® and Series 63 licensed advisor with 28 years of industry experience. He is affiliated with ValMark Advisers, Inc. and operates Verde Wealth Group, LLC, a financial planning firm. He serves on the advisory board of the University of Houston WGSS Women's Center as a volunteer. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services to individuals, plan sponsors, and institutional clients through a network of approximately 280 investment advisory representatives. The firm utilizes diversified, goal-based model portfolios primarily featuring mutual funds, ETFs, and third-party managers, and offers services including fee-based planning, retirement consulting, and sub-advisory solutions.

Irving Reyna is a financial advisor at Linscomb Wealth, Inc. in Houston, TX, holding a Series 66 designation with 11 years of industry experience. He has worked at Linscomb & Williams Inc. since 2018 and was previously employed at RBC Capital Markets from 2015 to 2017. Linscomb Wealth provides comprehensive wealth planning, portfolio management, and investment consulting to a diverse client base including individuals, high-net-worth and ultra-high-net-worth clients, trusts, foundations, and retirement plans. The firm employs written investment policies, model asset allocations, and ongoing rebalancing strategies across various asset classes, with customized solutions developed in collaboration with an internal Investment Committee.

Yona Reaux is a financial advisor at Arax Advisory Partners with 19 years of industry experience. She holds a Series 66 designation and has previously worked at RBC Capital Markets Corporation and U.S. Capital Wealth Advisors, LLC. Outside of her advisory work, she owns YoRo Capital LLC, a company involved in vehicle and property rentals. Arax Advisory Partners is a multi-team wealth manager overseeing approximately $26.5 billion in regulatory assets and serving a broad client base including individuals, family offices, institutions, and retirement plans. The firm employs a combination of internal portfolio management and external manager relationships, with notable use of performance-based fee arrangements and carried interest structures for qualified investors and private funds.

Idania Reyes is a financial advisor at Arax Advisory Partners with 22 years of industry experience. She holds a Series 66 designation and has previously worked with U.S. Capital Wealth Advisors and USCA Securities. Outside of her advisory role, she serves as secretary for a Spanish restaurant group, contributing to website updates. Arax Advisory Partners is an SEC-registered, multi-team wealth manager overseeing approximately $26.5 billion in assets. The firm serves individuals, high-net-worth clients, family offices, institutions, and retirement plans, employing a combination of internal portfolio management, third-party models, and tailored asset allocation to meet client objectives.

William Busch is a CFP® with 18 years of industry experience. He is currently with Americana Partners, LLC, where he has worked since 2019, and previously spent ten years at Morgan Stanley. His other business activities include serving as an insurance agent through Americana Partners Planning Strategies. 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 variety of investment vehicles and integrates alternative investments, third-party managers, and held-away assets into client strategies.

Thomas Carman is a CFP® professional based in Houston, TX, with 14 years of industry experience. He is currently affiliated with Arax Advisory Partners and has prior experience at U.S. Capital Wealth Advisors, LLC and USCA Securities LLC. 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 using a combination of internal portfolio management, third-party models, and tailored asset allocation strategies.

Sarah Sikorski is a CFP® and holds a Series 65 license with six years of industry experience. She has worked at Willis Johnson Wealth since 2020 and previously held positions at Deloitte and PricewaterhouseCoopers. Willis Johnson Wealth provides financial planning and investment management primarily for corporate professionals, executives, and high-net-worth individuals. The firm employs an evidence-based, tax-aware investment approach and offers a range of model strategies and tailored solutions, supported by an in-house CPA tax service and a Families Program.

Jeffrey Dodson is a financial advisor with Corda Investment Management, LLC in Houston, TX, holding Series 63 and Series 66 designations and possessing 22 years of industry experience. He has worked at CORDA Investment Management since 2013 and has been with Churchill Management Group since 2007. Corda Investment Management is a multi-team registered investment adviser managing approximately $2.0 billion in client assets across a team of about 30 advisors. The firm serves individuals, including high-net-worth clients, providing discretionary portfolio management, integrated financial planning, pension consulting, tax preparation, and estate-planning services.

Fatina Benjamin is a financial advisor with Americana Partners, LLC in Houston, TX, holding Series 63 and Series 66 licenses and 19 years of industry experience. She previously worked at Morgan Stanley and Morgan Stanley Smith Barney for over a decade before joining Americana Partners and Purshe Kaplan Sterling Investments in 2019. She is a member of the Schwab Client Experience Panel, providing feedback to enhance Schwab’s products and services. Americana Partners offers financial planning, consulting, and discretionary investment and wealth management services to individuals, trusts, estates, charitable organizations, and business entities, including high-net-worth and ultra-high-net-worth international clients. The firm customizes portfolios across a range of investment types and manages multiple private pooled investment vehicles for accredited investors.

Tamara Dupont is a financial advisor at Americana Partners, LLC in Houston, TX, holding a Series 66 designation with 20 years of industry experience. Her prior experience includes roles at Merrill Lynch, Bank of America, 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 customizes portfolios based on clients’ risk tolerances and objectives, utilizing a range of investment vehicles and third-party managers, and serves as adviser to multiple private pooled investment vehicles.

Leah Bennett is a CFA® charterholder with 29 years of industry experience, currently serving as Chief Investment Strategist at Concurrent Asset Management and an advisor with Concurrent Investment Advisors, LLC. She previously worked at Westwood Advisors and Westwood Trust/Westwood Advisers for a combined 16 years. Bennett serves on several nonprofit boards, including chairing the investment committee for the Christus Foundation and participating on the boards of the Elevation Family Partner Foundation, Artpace, Menil, and Performing Arts Houston. Concurrent Investment Advisors, LLC is a multi-office SEC-registered firm managing approximately $15.7 billion in assets for individuals, families, trusts, businesses, and retirement plans. The firm employs a long-term, portfolio-driven approach using ETFs, mutual funds, and individual securities aligned with client objectives and risk tolerance.

Troy Taylor is a CFP® professional with 23 years of industry experience. He is currently with Avidian Wealth Solutions and previously spent 11 years at Linscomb and Williams, Inc. Outside of his advisory work, he is a partner and general manager of a home remodeling business in Houston. Avidian Wealth Solutions is an SEC-registered firm serving individuals, high-net-worth families, businesses, retirement plans, and institutional clients. The firm offers discretionary portfolio management, financial planning, and ERISA-plan advisory services, utilizing model-based managed solutions alongside sub-advisors and separately managed accounts.

Richard Chamberlain is a CFP® with 27 years of industry experience, currently serving at Sunbelt Securities, Inc. since 2011. He also operates Chamberlain Financial Services and maintains a public accounting practice as a CPA. Chamberlain serves as treasurer on the board of the Jasper Higher Education Foundation. Sunbelt Securities serves individual investors, charitable organizations, and corporate clients through a network of 68 advisors managing approximately $2.0 billion. The firm offers portfolio management, financial planning, and third-party manager referrals, with a focus on discretionary management at the advisor level.