Lavada Waters is a financial advisor at Arax Advisory Partners with 23 years of industry experience. She holds a Series 66 designation and has worked at several firms, including Merrill, UBS Financial Services, Purshe Kaplan Sterling Investments, and US Capital Wealth Advisors. Arax Advisory Partners provides wealth management and advisory services to individuals, high-net-worth clients, family offices, institutions, and businesses. The firm offers portfolio management, financial planning, retirement plan consulting, and private fund advisory, utilizing both internal portfolio teams and external managers with a mix of traditional and alternative investments.

Shay Scruggs is a financial advisor at Arax Advisory Partners with 26 years of industry experience. He holds a Series 66 designation and has worked previously at U.S. Capital Wealth, Rockefeller Financial, UBS Financial Services, Deutsche Bank Securities, and Merrill. Arax Advisory Partners offers wealth management and advisory services to individuals, high-net-worth clients, family offices, institutions, and businesses. The firm employs a fiduciary asset-based approach, utilizing internal portfolio teams, external managers, model portfolios, and a combination of traditional and alternative investments.

Shala Walker is a CFP® professional with 13 years of experience in the financial services industry. She is currently with Linscomb Wealth, Inc. in Houston, Texas, having joined the firm in 2026. Her prior experience includes roles at Foreside Financial Services, Mar Vista Investment Partners, Purshe Kaplan Sterling Investments, Stavis & Cohen Financial, Mercer Global Advisors, Morgan Stanley, and Fidelity. Linscomb Wealth provides comprehensive wealth planning, discretionary and non-discretionary portfolio management, and investment consulting to a range of clients including individuals, high-net-worth and ultra-high-net-worth clients, trusts, foundations, and retirement plans. The firm offers specialized family office services and retirement-plan fiduciary consulting, with investment strategies tailored through written policy statements and model asset-allocation portfolios.

Audrey Fersten is a financial advisor at Forvis Mazars Wealth Advisors, LLC in Houston, TX, holding the CFP® designation along with Series 63, 65, and 66 licenses. She has 16 years of industry experience, with previous roles at BKD Wealth Advisors, US Capital Advisors, and Bridgeway Capital Management. Her background also includes work with the Anti Defamation League. Forvis Mazars Wealth Advisors serves individuals, families, retirement plans, institutions, and nonprofit organizations, offering financial planning and investment management within an integrated service model connected to a national accounting and professional services firm. The firm emphasizes customized asset allocation, diversification, cost control, and combines active and passive strategies tailored to each client’s objectives and risk tolerance.

John Hemenway is a financial advisor with Regal Investment Advisors LLC in Houston, TX, holding Series 63 and Series 66 licenses and bringing 39 years of industry experience. His work history includes ten years at Legacy Portfolio Advisors, sixteen years at Next Financial Group Inc, and ongoing work since 1995 with LegalShield. He is also involved in insurance services through The Legacies Group and holds a mortgage origination license, though it is inactive. Regal Investment Advisors operates as LionShare, providing model portfolio implementation and discretionary investment management to unaffiliated advisers and their high-net-worth and corporate clients. The firm manages approximately $2.88 billion across proprietary and third-party strategies and offers trade execution, rebalancing, and overlay management within a sub-advisory platform serving a network of advisers rather than direct clients.

Jessica Banitt is a CFP® and holds a Series 65 license with nine years of industry experience. She has been with Linscomb and Williams Inc. since 2016. Linscomb Wealth provides comprehensive wealth planning, portfolio management, and investment consulting services to individual, high-net-worth, and ultra-high-net-worth clients, as well as trusts, foundations, and retirement plans. The firm utilizes written investment policy statements, model asset-allocation portfolios, and ongoing rebalancing, incorporating a range of securities and strategies tailored to client goals and needs.

Tyler Leal is a CFP® with five years of industry experience, currently with Willis Johnson Wealth in Houston, TX. He has worked at several firms including Corient Services LLC and Stavis & Cohen Private Wealth, LLC. Leal’s background also includes roles in education and the insurance industry. 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 and offers a range of model strategies and tailored solutions, supported by in-house CPA tax services.

Catherine Patrick is a CFP® with 16 years of experience in the financial services industry. She is currently with CORDA Investment Management, LLC and previously worked at MML Investors Services LLC (Bluecrest Financial Alliances) and MassMutual Life Insurance Co for over ten years. CORDA Investment Management is a multi-team registered investment adviser managing approximately $2.0 billion in assets for around 1,359 clients. The firm offers discretionary portfolio management and integrated financial planning to individuals, including high-net-worth clients, as well as pension consulting, tax preparation, and attorney-led estate-planning services.

Joann North is a CFP® with 31 years of industry experience, currently serving as a financial advisor at Brookwood Investment Group. She has worked with several firms including Redwood Private Wealth, Horter Investment Management, and Cetera Advisor Networks. In addition to her advisory role, she owns JNorth Financial, LLC, a financial planning and wealth management business. Brookwood Investment Group provides portfolio management, financial planning, and retirement plan advisory services to individual investors, businesses, and employer-sponsored plans. The firm customizes portfolios using a range of active, passive, and tactical strategies, and offers both discretionary and non-discretionary management, with ongoing monitoring and due diligence on recommended managers.

Mark Schmulen is a financial advisor at Forum Financial Management, LP with eight years of industry experience and holds a Series 65 credential. He has worked at Forum Financial Management since 2017 and currently serves as President and CEO of PropMatic, Inc., a technology and AI-driven marketing platform for the real estate leasing industry. Schmulen also serves on the board of Innovative Food Holdings and Saivory, Inc., contributing to governance and corporate strategy in the specialty food and software sectors. Forum Financial Management, LP provides fee-based wealth management, financial planning, and qualified plan services to individual and institutional clients, while also serving as a sub-advisor and turnkey asset management platform (TAMP) for other independent RIAs. The firm utilizes model asset-allocation portfolios managed primarily with DFA institutional mutual funds and ETFs, employing a Modern Portfolio Theory approach.

Richard Waits is a financial advisor with Sunbelt Securities, Inc. in Houston, TX, holding a Series 66 designation and 24 years of industry experience. He has been with Sunbelt Securities since 2010. Sunbelt Securities serves a diverse client base including individual investors, charitable organizations, and corporate clients, managing approximately $2.0 billion across thousands of accounts. The firm provides portfolio management through rep-directed wrap programs, written financial planning, and referrals to third-party money managers.

Robert Frusina is a financial advisor with Avior Wealth Management, LLC in Houston, TX, holding a Series 65 credential and two years of industry experience. Prior to joining Avior, he worked at Campion Capital Research from 2017 to 2024. Avior Wealth Management serves individual and institutional clients, including high-net-worth individuals, pension and retirement plans, corporations, trusts, and banks. The firm employs a fundamental analysis investment approach and offers discretionary and non-discretionary investment management, financial planning, pension consulting, and business consulting services.

Michelle Holmes is a financial advisor with Americana Partners, LLC in Houston, TX, holding a Series 66 license and 18 years of industry experience. Her prior roles include positions at Saxony Securities, Purshe Kaplan Sterling Investments, Merrill Lynch, Corps Capital Advisors, and Morgan Stanley. Outside of her advisory work, she serves as Vice President of Scholarships and Grants for the Civic League and is a board member for both Page's Place and the Valwood Improvement Authority. 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 clients’ risk tolerances and objectives and manages a range of investment vehicles, including mutual funds, ETFs, individual securities, options, structured products, and private pooled investment vehicles for qualified investors.

M H Moldawer is a financial advisor with Americana Partners, LLC in Houston, TX, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He previously worked at Morgan Stanley and Morgan Stanley Private Bank from 2009 to 2025. Outside of advisory work, he owns a property in the Bahamas and serves as a trustee and partner in family trusts and partnerships. Americana Partners provides financial planning, consulting, and discretionary wealth management to individuals, trusts, estates, charitable organizations, and business entities, including high-net-worth and ultra-high-net-worth international clients. The firm customizes portfolios based on client objectives and utilizes a range of investment vehicles and third-party managers, also managing multiple private pooled investment vehicles for accredited investors.

Mark Koellner is a CFP® with 20 years of experience in financial advising, currently with Symphony Financial, Ltd. Co. in Houston, TX. His prior roles include positions at SteelPeak Wealth, Titleist Capital, Edward Jones, USAA Financial Planning, UBS Financial Services, Merrill, and Chase Investment Services. In addition to his advisory work, he is also an insurance agent, actively involved in the sale of insurance products to clients. Symphony Financial serves individuals, trusts, estates, charitable organizations, and business entities with discretionary portfolio management, financial planning, and multi-family office services. The firm applies a long-term investment philosophy that incorporates fundamental and technical analysis and offers a wide range of tailored portfolio solutions supported by comprehensive multi-family office offerings.

Lee Porter is a financial advisor with Foundations Investment Advisors LLC, holding a Series 65 designation and one year of industry experience. Prior to joining Foundations in 2026, he worked at Vital Retirement Planners, Optimizely, Blizzard Entertainment, and Sprinklr. Foundations Investment Advisors provides financial planning and portfolio management to individual and high-net-worth clients, employer-sponsored retirement plans, and registered investment companies through a large network of affiliated offices. The firm uses a mix of fundamental, technical, and cyclical analysis alongside model portfolios and an asymmetric rebalancing strategy.

Leo Reichle is a financial advisor with Sunbelt Securities, Inc. in Houston, TX, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. Prior to joining Sunbelt in 2025, he worked at Oppenheimer & Co. Inc for seven years and Hilltop Independent Network for two years. Outside of his advisory work, he serves on the boards of the Texas Children's Cancer Center and Fore The Cure, where he is president. Sunbelt Securities, Inc. provides investment advisory and related services to individual and institutional clients through a network of representatives. The firm offers customized portfolio management, financial planning, and access to third-party money managers, employing various investment strategies without mandating a single uniform model across advisors.

Steven Russo is a financial advisor at Eagle Global Advisors LLC in Houston, TX, holding a Series 65 designation with 28 years of industry experience. He has been with Eagle Global Advisors since 1996. Eagle Global Advisors provides portfolio management services to individual investors, retirement plans, financial institutions, trusts, endowments, and investment companies. The firm employs a combination of top-down and bottom-up analysis using proprietary screening and quantitative models alongside fundamental research, managing discretionary portfolios across a range of asset classes including equities, fixed income, and alternative strategies.

Xianyuan Hoover is a CFA® charterholder and holds a Series 65 license with two years of industry experience. She has been with Willis Johnson Wealth since 2024, previously working seven years at Franklin Templeton Investment Management. Willis Johnson Wealth offers comprehensive financial planning and investment management services primarily to corporate professionals, executives, and high-net-worth individuals and their families. The firm employs an evidence-based, tax-aware investment approach and provides a range of model strategies alongside tailored solutions that include structured protection and private-market allocations.

Michael Stavar is a financial advisor with Chilton Capital Management LLC in Houston, TX, holding a Series 66 designation and 19 years of industry experience. He has been with Chilton Capital Management since 2011 and previously worked at OFI Global Institutional, Inc. from 2002 to 2007. Outside of his advisory role, Stavar is the CFO and minority owner of JMC Global, a logistics company. 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 approach focused on long-term capital growth and income, offering a range of dedicated strategies and integrating financial planning alongside ERISA 3(21) fiduciary services.