Michael Schaufele is a financial advisor at Americana Partners, LLC in Houston, TX, with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Goldman, Sachs & Co. and Purshe Kaplan Sterling Investments, Inc. 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 multiple private pooled investment vehicles for accredited investors.

Matthew Carlin is a financial advisor with Foundations Investment Advisors LLC, holding Series 63 and Series 66 licenses and bringing 36 years of industry experience. He has worked at Foundations Investment Advisors since 2023 and previously held roles at AE Wealth Management, LLC, and Client One Securities, LLC. In addition to his financial advisory work, Carlin is a self-employed playwright. Foundations Investment Advisors provides financial planning and portfolio management services to a diverse client base, including individual, high-net-worth, and institutional clients. The firm uses a combination of fundamental, technical, and cyclical analysis along with model portfolios and asymmetric rebalancing to guide investment decisions.

Burton Willingham is a financial advisor with Chilton Capital Management LLC in Houston, TX. He holds a Series 63 designation and has 23 years of industry experience. His prior roles include positions at Texan Capital Management, Inc. and Moncrief Willingham Energy Advisers, L.P. Chilton Capital Management provides discretionary portfolio and wealth management services to individuals, high-net-worth clients, pooled vehicles, and institutional accounts. The firm employs a fundamental, bottom-up research process focused on long-term capital growth and income, offering dedicated strategies across equities, fixed income, ETFs, and alternative investments.

Alex Zengo is a financial advisor with Americana Partners, LLC in Houston, TX, holding Series 63 and Series 65 licenses and having 25 years of industry experience. His prior work includes roles at Saxony Securities, Inc, Purshe Kaplan Sterling Investments, Inc., and Morgan Stanley. He is also involved with Americana Partners International, a division serving international clients. Americana Partners provides financial planning, consulting, and discretionary investment and wealth management services to individuals, trusts, estates, charitable organizations, and business entities. The firm offers tailored portfolio management, utilizing a range of investment vehicles and third-party platforms, and serves as adviser to multiple private pooled investment vehicles for qualified investors.

Philip Pilibosian is a financial advisor at Arax Advisory Partners with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has prior experience at U.S. Capital Wealth Advisors, LLC, USCA Asset Management LLC, and Hitherlane Partners, LLC. Outside of his advisory role, he serves on the advisory committees for ApexOne Multifamily Fund III and IV, real estate funds based in Houston. Arax Advisory Partners offers wealth management and advisory services to individual, high-net-worth, family office, institutional, and business clients. The firm employs a fiduciary approach using a combination of in-house teams, external managers, and alternative investments, supported by AI tools and third-party analytics, and manages accounts through discretionary and non-discretionary strategies.

Christian Taylor is a financial advisor at Blackridge Asset Management, LLC with 16 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at several firms, including NEXT Financial Group, Inc. and Waddell & Reed. Blackridge Asset Management provides financial planning, investment management, and consulting services to individuals, high-net-worth clients, trusts, estates, corporations, retirement plans, and charitable organizations. The firm utilizes a network of investment adviser representatives and offers tailored portfolio management through affiliated platform managers and third-party providers.

Kirk Freedle is a financial advisor with Sunbelt Securities, Inc. in Westminster, CO, holding the ChFC® and Series 63 designations and bringing 30 years of industry experience. His prior roles include positions at Familywealth, Advisersource.Com, Jolliffe Capital, and he has operated Innovative Financial Partners, LLC since 2004. Freedle serves as president of the Colorado Fallen Fire Fighters Foundation, a charitable organization supporting families of fallen firefighters. Sunbelt Securities serves individual investors, charitable organizations, and corporate clients through a network of 68 advisors, managing approximately $2.0 billion in assets. The firm provides portfolio management, financial planning, and third-party money manager referrals, with a focus on discretionary asset management delivered at the advisor level.

Ryan Corkran is a financial advisor with Symphony Financial, Ltd. Co. based in Houston, TX. He holds Series 63 and Series 65 licenses and has 11 years of industry experience. His prior experience includes roles at LPL Financial and Equitable Advisors. 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 framework using a range of securities and tailors portfolios to client risk profiles, supporting ERISA 3(21) retirement-plan work and offering multi-family office services.

Stephen Carter is a financial advisor with Sowell Management in Houston, TX, holding Series 63 and Series 65 credentials and 10 years of industry experience. He previously worked at Amegy Bank National Association for nine years and is a partner at Weaver and Tidwell L.L.P., where he manages the financial advisor services affiliate. Sowell Management is a multi-team registered investment adviser serving individuals, retirement plans, corporations, and other RIAs through discretionary and non-discretionary portfolio management and financial planning. The firm employs multiple management styles and offers a range of solutions including model portfolios, third-party manager selection, and unified managed account platforms.

David Lee is a financial advisor at Foundations Investment Advisors LLC in Houston, TX, with nine years of industry experience. He holds the Series 66 designation and has held positions at Edward Jones, LPL Financial, and several other firms. He is also involved with Impact Partners Financial, where he provides insurance sales and services. Foundations Investment Advisors, LLC serves a broad client base including individuals, high-net-worth clients, retirement plans, and registered investment companies. The firm offers financial planning, portfolio management, and sub-advisory services through a large network of affiliated offices, utilizing a combination of fundamental, technical, and cyclical analysis.

Charles Rawl is a financial advisor at Sunbelt Securities, Inc. in Houston, TX, with 30 years of industry experience. He holds the CFP® and ChFC® designations and has worked at Sunbelt Securities since 2009. Rawl operates his own investment and insurance-related businesses under Charles W. Rawl & Associates, LLC, including fixed life insurance, annuities, group medical insurance, life settlements, and estate planning services. Sunbelt Securities serves individual investors, charitable organizations, and corporate clients through a network of 68 advisors, managing approximately $2.0 billion in assets. The firm offers portfolio management, financial planning, and consulting, with a focus on discretionary management and a dual registration as both a broker-dealer and registered investment adviser.

Rachel Ballengee is a CFP® with 19 years of industry experience. She has worked at The Mather Group, LLC since 2021 and was previously with intrua Financial for eight years. The Mather Group primarily serves high-net-worth individuals, family offices, trusts, corporations, and other entities, offering integrated financial planning, investment management, tax and estate planning guidance, and family office services. The firm employs an evidence-based investment approach with customized portfolio options and incorporates AI and machine-learning tools alongside human oversight in its processes.

Enrique Araiza is a financial advisor at Arax Advisory Partners in Houston, TX, with 24 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Titleist Capital, BB&T Scott & Stringfellow, and Merrill. Arax Advisory Partners provides wealth management and advisory services to a diverse client base that includes individuals, high-net-worth clients, family offices, institutions, and businesses. The firm offers discretionary and non-discretionary portfolio management, comprehensive financial planning, retirement plan consulting, and private fund advisory, utilizing both internal portfolio teams and external managers across traditional and alternative investments.

Romelia Legg is a financial advisor at Arax Advisory Partners in Houston, TX, holding a Series 66 designation with two years of industry experience. Her prior roles include positions at U.S. Capital Wealth Advisors 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 employs a range of traditional and alternative investments and uses both in-house and external portfolio management teams.

Deborah Ellis is a financial advisor at Arax Advisory Partners in Houston, TX, with 14 years of industry experience. She holds a Series 66 designation and has previously worked at US Capital Wealth Advisors, USCA Securities LLC, and W Hamilton and Co, LLC. Arax Advisory Partners offers wealth management and advisory services to a diverse range of clients, including individuals, high-net-worth clients, family offices, institutions, and businesses. The firm employs a fiduciary approach using both in-house and external portfolio management resources and combines traditional and alternative investments, supplemented by AI tools and third-party analytics.

Arthur Brand is a financial advisor at OneSeven with 21 years of industry experience. He holds the Series 66 designation and has worked at firms including Merrill, Raymond James Financial Services, Blue Cross Blue Shield of Texas, and Apollon Wealth Management. He also serves as a branch manager at HTR Wealth Management in Houston. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm offers discretionary portfolio management, financial planning, retirement-plan consulting, and educational seminars, employing a primarily long-term investment approach with access to diverse asset types and third-party managers.

Walter Decherd Jr. is a financial advisor at Simplicity Wealth with five years of industry experience. He holds Series 63 and Series 65 licenses and has served in roles at WGD Wealth Management, Apollo Tax Group, and R.M.D. Financial Group. Outside of advisory work, he is an owner of a tax preparation business and a fixed insurance business. Simplicity Wealth serves a diverse client base, including individual investors, retirement plans, corporate and institutional investors, and other financial firms. The firm offers advisory services that range from financial planning to managed account platforms, typically employing a fund-of-funds approach using ETFs, mutual funds, and individual securities, with model portfolios that are regularly monitored and rebalanced.

Thomas Kowalchuk is a financial advisor at Americana Partners, LLC, holding Series 65 and Series 66 credentials. He has a cumulative 13 years of industry experience across firms including Dynasty Financial Partners and Samalin Wealth. Outside of finance, he has been involved with TJay Music, LLC since 2007. Americana Partners offers financial planning, consulting, discretionary investment, and wealth management services to individuals, corporations, trusts, estates, and charitable organizations. The firm manages portfolios that include mutual funds, ETFs, equities, fixed income, options, structured products, and alternative investments, with a focus on customized client solutions and integration of family-office administrative services.

James Nakfoor is a financial advisor with Sunbelt Securities, Inc. in Houston, TX, holding Series 65 and Series 63 licenses and having 14 years of industry experience. He has worked at Sunbelt Securities since 2018 and has been involved with Palm Street Capital since 1996. 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 various strategies and portfolio management approaches tailored to client objectives, including a wrap-fee program and financial planning services.

Wilson Boren is a CFA® charterholder with five years of industry experience. He currently serves as a financial advisor at Linscomb Wealth, Inc., where he joined in 2026. His prior experience includes roles at CIBC Private Wealth Advisors, Texas Capital Bank, Bbva Usa, and Cougar Investment Fund. Linscomb Wealth provides wealth planning, portfolio management, and investment consulting to individual, high-net-worth, and ultra-high-net-worth clients, as well as trusts, foundations, and retirement plans. The firm offers family office services and retirement-plan fiduciary consulting, constructing portfolios using a diverse range of investment strategies tailored to client goals and needs.