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.

Brooke Naghavi is a financial advisor at Corda Investment Management, LLC with 16 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Corda since 2018, previously affiliated with Frost Brokerage Services and Fs2 Capital Partners. Corda Investment Management is a multi-team registered investment adviser managing approximately $2.0 billion in client assets across 30 advisors. The firm provides discretionary portfolio management and integrated financial planning to individuals, including high-net-worth clients, as well as pension consulting and tax preparation services.

Oscar Mancineiras is a financial advisor at BBVA Global Wealth Advisors, Inc. in Houston, TX. He holds a Series 65 designation and has previous experience at Texas First Bank and the University of Houston’s C.T. Bauer College of Business. Mancineiras joined BBVA Global Wealth Advisors in 2026. BBVA Global Wealth Advisors serves individual and high-net-worth clients, as well as businesses and family offices, primarily through portfolio advisory and wrap-fee programs with a predominantly non-discretionary asset management approach. The firm’s investment process incorporates client risk profiles aligned with guidance developed alongside BBVA S.A.’s Global Wealth Investment Committee, combining strategic and tactical asset allocation and leveraging both internal and third-party research.

Geordie Hrdlicka is a CFP® and Series 63 licensed advisor with 28 years of industry experience. He is affiliated with ValMark Advisers, Inc. and operates Verde Wealth Group, LLC, a financial planning firm. He serves on the advisory board of the University of Houston WGSS Women's Center as a volunteer. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services to individuals, plan sponsors, and institutional clients through a network of approximately 280 investment advisory representatives. The firm utilizes diversified, goal-based model portfolios primarily featuring mutual funds, ETFs, and third-party managers, and offers services including fee-based planning, retirement consulting, and sub-advisory solutions.

Irving Reyna is a financial advisor at Linscomb Wealth, Inc. in Houston, TX, holding a Series 66 designation with 11 years of industry experience. He has worked at Linscomb & Williams Inc. since 2018 and was previously employed at RBC Capital Markets from 2015 to 2017. Linscomb Wealth provides comprehensive wealth planning, portfolio management, and investment consulting to a diverse client base including individuals, high-net-worth and ultra-high-net-worth clients, trusts, foundations, and retirement plans. The firm employs written investment policies, model asset allocations, and ongoing rebalancing strategies across various asset classes, with customized solutions developed in collaboration with an internal Investment Committee.

Richard Young Jr. is a financial advisor with HBW Advisory Services LLC in Missouri City, TX, holding a Series 65 credential and one year of industry experience. Prior to joining HBW Advisory Services in 2024, he was retired from 2018 to 2024 and worked at the Federal Aviation Administration from 1991 to 2018. HBW Advisory Services manages approximately $1.75 billion in assets and offers a mix of discretionary and non-discretionary asset management, financial planning, and consulting services to individuals, families, charitable organizations, businesses, and retirement plans. The firm employs a blended investment approach including tactical asset allocation and multi-manager diversification, and is notable for its high client load per advisor and institutional and intermediary roles.

Yona Reaux is a financial advisor at Arax Advisory Partners with 19 years of industry experience. She holds a Series 66 designation and has previously worked at RBC Capital Markets Corporation and U.S. Capital Wealth Advisors, LLC. Outside of her advisory work, she owns YoRo Capital LLC, a company involved in vehicle and property rentals. Arax Advisory Partners is a multi-team wealth manager overseeing approximately $26.5 billion in regulatory assets and serving a broad client base including individuals, family offices, institutions, and retirement plans. The firm employs a combination of internal portfolio management and external manager relationships, with notable use of performance-based fee arrangements and carried interest structures for qualified investors and private funds.

Idania Reyes is a financial advisor at Arax Advisory Partners with 22 years of industry experience. She holds a Series 66 designation and has previously worked with U.S. Capital Wealth Advisors and USCA Securities. Outside of her advisory role, she serves as secretary for a Spanish restaurant group, contributing to website updates. Arax Advisory Partners is an SEC-registered, multi-team wealth manager overseeing approximately $26.5 billion in assets. The firm serves individuals, high-net-worth clients, family offices, institutions, and retirement plans, employing a combination of internal portfolio management, third-party models, and tailored asset allocation to meet client objectives.

William Busch is a CFP® professional with 17 years of experience in the financial services industry. He is currently with Americana Partners, LLC and Saxony Securities, Inc., having previously worked at Purshe Kaplan Sterling Investments and Morgan Stanley. Busch is also an owner and insurance agent at Americana Partners Planning Strategies. 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 portfolio management using a range of investment vehicles and serves as investment manager or adviser to multiple private pooled investment vehicles for qualified investors.

Thomas Carman is a CFP® professional based in Houston, TX, with 14 years of industry experience. He is currently affiliated with Arax Advisory Partners and has prior experience at U.S. Capital Wealth Advisors, LLC and USCA Securities LLC. Arax Advisory Partners is a multi-team SEC-registered wealth manager overseeing approximately $26.5 billion in assets. The firm serves 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.

Sarah Sikorski is a CFP® and holds a Series 65 license with six years of industry experience. She has worked at Willis Johnson Wealth since 2020 and previously held positions at Deloitte and PricewaterhouseCoopers. Willis Johnson Wealth provides financial planning and investment management primarily for corporate professionals, executives, and high-net-worth individuals. The firm employs an evidence-based, tax-aware investment approach and offers a range of model strategies and tailored solutions, supported by an in-house CPA tax service and a Families Program.

Jeffrey Dodson is a financial advisor with Corda Investment Management, LLC in Houston, TX, holding Series 63 and Series 66 designations and possessing 22 years of industry experience. He has worked at CORDA Investment Management since 2013 and has been with Churchill Management Group since 2007. Corda Investment Management is a multi-team registered investment adviser managing approximately $2.0 billion in client assets across a team of about 30 advisors. The firm serves individuals, including high-net-worth clients, providing discretionary portfolio management, integrated financial planning, pension consulting, tax preparation, and estate-planning services.

Fatina Benjamin is a financial advisor with Americana Partners, LLC in Houston, TX, holding Series 63 and Series 66 licenses and 19 years of industry experience. She previously worked at Morgan Stanley and Morgan Stanley Smith Barney for over a decade before joining Americana Partners and Purshe Kaplan Sterling Investments in 2019. She is a member of the Schwab Client Experience Panel, providing feedback to enhance Schwab’s products and services. Americana Partners offers financial planning, consulting, and discretionary investment and wealth management services to individuals, trusts, estates, charitable organizations, and business entities, including high-net-worth and ultra-high-net-worth international clients. The firm customizes portfolios across a range of investment types and manages multiple private pooled investment vehicles for accredited investors.

Tamara Dupont is a financial advisor at Americana Partners, LLC in Houston, TX, holding a Series 66 designation with 20 years of industry experience. Her prior experience includes roles at Merrill Lynch, Bank of America, 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 customizes portfolios based on clients’ risk tolerances and objectives, utilizing a range of investment vehicles and third-party managers, and serves as adviser to multiple private pooled investment vehicles.