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® and Series 65 credentialed financial advisor with six years of industry experience. He has been with Brighton Jones LLC since 2022 and previously worked for Stages of Recovery, Inc for ten years. He is based in Houston, TX. Brighton Jones LLC provides comprehensive wealth-management services to individuals, charitable organizations, pooled investment vehicles, and retirement plans. The firm employs a Personal CFO model and offers family office services, discretionary investment management, and private-investment opportunities through its subsidiary Lenora Capital.

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.

Nelson Negron Jr. is a financial advisor with OneAscent Financial Services LLC in Houston, TX, holding a Series 66 designation and 15 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, LPL Financial, and Morgan Stanley. He volunteers at Foundations Christian Academy. OneAscent Financial Services LLC is a multi-team registered investment adviser serving individuals, retirement plans, trusts, broker/dealers’ customers, and institutions. The firm offers discretionary and non-discretionary asset management, financial planning, and Unified Managed Account solutions, using both advisor-managed and model-based investment approaches.

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 at Symphony Financial, Ltd. Co. in Houston, TX, holding Series 63 and Series 66 licenses with 25 years of industry experience. She has worked at Symphony Financial since 2014 and has been affiliated with LPL Financial LLC since 2012. Symphony Financial provides discretionary investment management, financial planning, consulting, and Personal Choice Retirement Account services to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a long-term investment approach that combines fundamental and technical analysis, tailoring portfolios to client risk profiles and objectives while offering a multi-family office service model and coordination with custodians and external specialists.

Oliver Bakker is a Series 65-registered advisor with Sowell Management in Houston, TX, with one year of industry experience. His prior roles include positions at Weaver and Tidwell, L.L.P., Weaver Capital Advisors, Kelly Partners Chartered Accountants, and Star Beta. Sowell Management is a fee-based registered investment adviser serving individuals, retirement plans, corporations, registered investment advisers, and institutions. The firm employs a multi-branch independent-contractor model and offers a range of services including investment management, financial planning, and retirement-plan advisory.

David King is a financial advisor at Arax Advisory Partners with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously with U.S. Capital Wealth Advisors, LLC and USCA Asset Management LLC. King serves on the board of directors for Badger Midstream Energy LP. Arax Advisory Partners is a multi-team SEC-registered wealth manager with over 200 advisors overseeing approximately $26.5 billion in assets. The firm serves a diverse client base including 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.

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.

Vernon Roberts is a financial advisor with Corda Investment Management, LLC, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He worked previously at Valic Financial Advisors for eight years before joining Corda Investment Management in 2022. 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 to individuals and pension plans, employing a variety of investment strategies including options, direct indexing, and factor-driven approaches.

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, currently serving at Capital Analysts. He has been with Lincoln Investment Planning, Inc. since 2005. Capital Analysts serves a diverse client base, including individuals, high-net-worth investors, retirement plans, trusts, and corporate clients, providing discretionary and non-discretionary portfolio management via various programs and custom portfolios. The firm’s investment decisions are guided by an in-house Investment Management & Research team using proprietary screening processes and offers options such as automated rebalancing and tax-aware strategies.

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 with Retirement Planners of America, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. His prior roles include positions at Texture, Texas Corrugators, Athena Manufacturing, Agi, and Metropolitan Capital Advisors. Retirement Planners of America offers discretionary portfolio management, financial planning, and consulting services to individuals, retirement plan sponsors, participants, and institutions. The firm employs an “Invest and Protect” strategy that combines model portfolio allocations with tactical adjustments based on market indicators to manage risk and preserve capital.

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 at Capital Analysts with two years of industry experience. He holds a Series 66 designation and previously worked at Lincoln Investment. His background includes roles in nonprofit organizations such as Operation HOPE and the Christian Community Service Center. Capital Analysts serves individual and high-net-worth investors, retirement plans, trusts, foundations, and corporate clients, offering discretionary and non-discretionary portfolio management through various programs. The firm’s investment approach is supported by an in-house Investment Management & Research team and includes custom portfolios, third-party manager access, and specialized services like tax-aware strategies and automated rebalancing.