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 in Sugar Land, TX, holding a Series 66 credential and two years of industry experience. His prior work includes roles at Lincoln Investment and Operation HOPE, as well as community service positions with AltruVista and the Christian Community Service Center. 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, third-party manager access, and retirement-plan advice, delivering investment management through both discretionary in-house teams and non-discretionary advisor-managed solutions.

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 at Capital Analysts with Series 63 and Series 65 licenses and four years of industry experience. She previously 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, offering portfolio management, custom and model portfolios, access to third-party managers, and retirement-plan advice through a nationwide network of advisors. The firm employs both discretionary and non-discretionary investment management, supported by an in-house research team and proprietary mutual-fund screening.

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.

Vincent Amalfi is a financial advisor at Symphony Financial, Ltd. Co. in Houston, TX, with one year of industry experience. His background includes roles at TAIV, Inc., IZON Technology, Intersection, and Screenvision Media. 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, third-party management arrangements, and self-directed retirement account management, applying a long-term investment philosophy informed by fundamental and technical analysis.

Luis Guerrero is an advisor at BBVA Global Wealth Advisors, Inc. in Houston, TX, holding a Series 65 designation with one year of industry experience. His prior roles include positions at Banorte Securities, PNC Bank, and BBVA-related entities dating back to 2015. He is also involved with BBVA Global Wealth Insurance, Inc. as an insurance agent, referring clients to the agency. BBVA Global Wealth Advisors, Inc. provides investment advisory services to individuals, high-net-worth clients, businesses, and family offices. The firm uses strategic and tactical asset allocation informed by in-house and third-party research, offering portfolios that include mutual funds, ETFs, UCITS, structured products, and individual securities.

Richard Precious is a financial advisor at Madison Partners with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including Merrill, Bank of America, Frost Bank, and Wells Fargo. He serves as a board member of the Eado Edge Homeowners Association. Madison Partners provides wealth management, discretionary portfolio management, and financial planning services to individuals, trusts, estates, charitable organizations, businesses, and retirement plans. The firm employs a customized, fiduciary approach focused on long-term portfolio construction using ETFs, mutual funds, individual securities, and alternative investments.

James Armstrong is a financial advisor with Symphony Financial, Ltd. Co. in Houston, TX, holding two years of industry experience. Prior to joining Symphony Financial, he worked in education for over 25 years at West Hardin County CISD and Little Cypress-Mauriceville CISD. 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 and offers a multi-family office service model addressing a broad range of family financial needs.

Jason Lee is a financial advisor with World Equity Group, Inc. in Houston, TX, holding Series 63 and Series 65 licenses with 10 years of industry experience. He has been with World Equity Group since 2017 and previously worked in the fitness and wellness sector. Outside of his advisory role, Lee volunteers as a podcast host for the Economic Alliance of the Houston Port Region and serves as President Elect of the M&A Forum, a Houston-based professional networking organization. World Equity Group, Inc. provides fee-based investment advisory and financial planning services to individuals, including high-net-worth clients, as well as various institutional entities. The firm offers managed portfolios through its wrap-fee programs and combines discretionary portfolio management with financial planning and third-party money manager access.

David Underwood Jr. Jr. is a financial advisor at Chilton Capital Management LLC in Houston, TX, holding Series 63 and Series 65 credentials with 18 years of industry experience. He has worked at Chilton Capital Management and its predecessor firm since 2003. Outside of his advisory role, he serves as a director in a family business involved in the oil industry. Chilton Capital Management provides discretionary portfolio and wealth management services to individuals, high-net-worth clients, pooled vehicles, and institutional accounts, employing a fundamental, bottom-up research approach focused on long-term capital growth and income. The firm integrates financial planning and offers ERISA 3(21) fiduciary services, along with managing and sub-advising registered investment companies.

Elridge Bollich is a financial advisor at Symphony Financial, Ltd. Co. in Houston, TX, with 58 years of industry experience. He holds a Series 63 designation and has previously worked at Ameriprise Financial Services, Inc. and LPL Financial, LLC. Symphony Financial, Ltd. Co. 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 alongside traditional portfolio management.

Mikelyn Granato is a financial advisor at Willis Johnson Wealth in Houston, TX, holding a Series 66 license with one year of industry experience. Prior to joining Willis Johnson Wealth, she worked at MML Investors Services, MassMutual Life Insurance Company, Equitable Advisors, Charger Water Treatment, and served six years in the U.S. Navy. 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 access to private market investments, supported by in-house CPA tax services and a Families Program that manages household accounts.

Riccardo Signorelli is a financial advisor with Sunbelt Securities, Inc. in Houston, TX, holding Series 65 and Series 63 licenses and bringing eight years of industry experience. His career includes positions at Lavaca Capital LLC and ongoing leadership roles in non-investment businesses such as technology services and consulting through The Woodlands Analytics and RS Energia. Sunbelt Securities, Inc. provides investment advisory and related services to individual, high-net-worth, and institutional clients through a network of investment adviser representatives, offering a range of portfolio management strategies and financial planning services tailored to client objectives.

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.