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.

Melissa Brennan is a CFP® professional with 21 years of industry experience, currently serving as a financial 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 also serves as a guest lecturer at Southern Methodist University. Symphony Financial, Ltd. Co. 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.

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.

Colbey Gilford is a CFP® professional with three years of industry experience, currently affiliated with RWA Wealth Partners. Prior to joining RWA in 2023, he worked at Polaris Wealth Advisory Group and Merino Wealth Management, and has experience outside finance with The Nature Conservancy and in education. RWA Wealth Partners serves individuals, families, trusts, charitable organizations, business entities, and employer-sponsored retirement plans, providing investment management, financial planning, integrated tax planning, and retirement plan advisory services. The firm’s investment approach focuses on strategic asset allocation using an open-architecture platform, combined with customized fixed income and cash management strategies.

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 a Series 65 licensed advisor at BBVA Global Wealth Advisors, Inc. in Houston, TX, with prior experience at Banorte Securities, PNC Bank, BBVA Compass Insurance Agency, Inc., and BBVA Securities Inc. He also refers clients to BBVA Global Wealth Insurance, Inc., where he receives referral fees as an insurance agent. 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 uses a client risk profile-based investment process with both strategic and tactical asset allocation, emphasizing non-discretionary accounts where clients maintain final trade approval.

Richard Precious is a financial advisor at Madison Partners in Houston, TX, with 16 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at firms including LPL Enterprise, Bank of America, Merrill, Frost Brokerage Services, and Wells Fargo. He serves as a board member for the Eado Edge Homeowners Association. Madison Partners provides wealth management, discretionary portfolio management, and financial planning to a diverse client base that includes individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm employs a customized, primarily long-term investment approach utilizing ETFs, mutual funds, individual equities, fixed income, alternatives, and legacy positions, often implementing strategies through third-party sub-advisers and model portfolios.

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 and possessing nine years of industry experience. He has been with World Equity Group since 2017. Outside of his advisory role, Lee volunteers as a podcast host for the Economic Alliance of Houston Port Region and serves as president-elect of the M&A Forum, a professional networking organization. World Equity Group, Inc. provides fee-based investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers managed portfolios through its wrap-fee program with discretionary third-party money managers and employs a risk-tolerance questionnaire to guide asset allocation.

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 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.