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 licenses and has worked at CORDA since 2018. Her prior experience includes roles at 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 for about 1,359 clients. The firm offers discretionary portfolio management and integrated financial planning for individuals and pension plans, utilizing a range of strategies including options, direct indexing, and long/short approaches.

Oscar Mancineiras is a financial advisor at BBVA Global Wealth Advisors, Inc. in Houston, TX, holding a Series 65 designation. He has prior experience at Texas First Bank and has held roles at the University of Houston, Houston Methodist, ATP, and Olivet Nazarene University. BBVA Global Wealth Advisors, Inc. provides investment advisory services to individuals, high-net-worth clients, businesses, and family offices. The firm uses strategic and tactical asset allocation informed by BBVA S.A.’s fund research and third-party resources, offering a mix of mutual funds, ETFs, UCITS, structured products, and individual securities.

Geordie Hrdlicka is a CFP® professional with 29 years of industry experience, currently affiliated with ValMark Advisers, Inc. and Verde Wealth Group, LLC since 2010. His prior experience includes roles at Hornor, Townsend & Kent, LLC and 1717 Capital Management Company. He serves on the advisory board of the University of Houston WGSS Women's Center as a volunteer. ValMark Advisers provides investment advisory and financial planning services to individual and high-net-worth investors, retirement plan sponsors, and institutional clients. The firm employs a diversified, goal-based investment approach using proprietary and third-party platforms, with oversight from an investment committee and integration of third-party manager programs and strategic portfolios.

Irving Reyna is a CFP® and holds a Series 66 license, with 11 years of industry experience. He has worked at Linscomb & Williams Inc. since 2018, following roles at RBC Capital Markets and Hilltop Securities Inc. prior to that. Reyna is based in Houston, TX. Linscomb Wealth provides wealth planning, portfolio management, and investment consulting to individuals, high-net-worth clients, trusts, foundations, and retirement plans. The firm offers family office services and retirement-plan fiduciary consulting, constructing portfolios with customized investment strategies and ongoing reviews.

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 Series 66-credentialed financial advisor at Arax Advisory Partners with 19 years of industry experience. Prior to joining Arax Advisory Partners, Yona worked at U.S. Capital Wealth Advisors, LLC and RBC Capital Markets Corporation. Outside of advisory work, Yona is involved with YoRo Capital LLC, a non-investment related business focused on vehicle and property rentals. Arax Advisory Partners offers 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 fiduciary approach using in-house and external portfolio managers, model portfolios, and a mix of traditional and alternative investments, supported by AI tools and third-party analytics.

Idania Reyes is a financial advisor at Arax Advisory Partners with 22 years of industry experience. She holds a Series 66 designation and has worked previously at UBS Financial Services and U.S. Capital Wealth Advisors. Outside of her advisory role, Reyes serves as secretary for a Spanish restaurant group. Arax Advisory Partners offers wealth management and advisory services to a diverse client base, including individuals, high-net-worth clients, family offices, institutions, and businesses. The firm employs both in-house and external portfolio managers and integrates traditional and alternative investments, supporting its services with AI tools and third-party analytics.

William Busch is a CFP® with 18 years of industry experience. He is currently with Americana Partners, LLC, where he has worked since 2019, and previously spent ten years at Morgan Stanley. His other business activities include serving as an insurance agent through Americana Partners Planning Strategies. 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 variety of investment vehicles and integrates alternative investments, third-party managers, and held-away assets into client strategies.

Thomas Carman is a CFP® and holds a Series 66 license, with 14 years of experience in the financial advisory industry. He is currently with Arax Advisory Partners and previously worked at U.S. Capital Wealth Advisors, 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 offers portfolio management, financial planning, retirement plan consulting, private fund advisory, and employs a range of traditional and alternative investments supported by AI tools and third-party analytics.

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 at CORDA Investment Management, LLC with 22 years of industry experience. He has held positions at CORDA since 2013, following prior roles at Churchill Management Group and TD Ameritrade. He holds the Series 63 and Series 66 licenses. 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 retirement plans, employing customized investment strategies including long- and short-term trading, options, and direct indexing.

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.

Troy Taylor is a CFP® professional with 23 years of industry experience. He is currently with Avidian Wealth Solutions and previously spent 11 years at Linscomb and Williams, Inc. Outside of his advisory work, he is a partner and general manager of a home remodeling business in Houston. Avidian Wealth Solutions is an SEC-registered firm serving individuals, high-net-worth families, businesses, retirement plans, and institutional clients. The firm offers discretionary portfolio management, financial planning, and ERISA-plan advisory services, utilizing model-based managed solutions alongside sub-advisors and separately managed accounts.

Richard Chamberlain is a CFP® with 28 years of industry experience, currently serving as an advisor at Sunbelt Securities, Inc. since 2011. He also operates Chamberlain Financial Services and maintains a separate CPA public accounting practice. Chamberlain serves as Treasurer on the board of the Jasper Higher Education Foundation. Sunbelt Securities, Inc. provides investment advisory and related services to individual and institutional clients through a network of advisers, offering portfolio management, financial planning, and access to third-party money managers with a flexible investment approach.

Reid Guthrie is a CFP® and Series 65-licensed advisor with six years of industry experience. He is currently with Avidian Wealth Solutions and has prior experience at United Capital Financial Advisors, LLC and One Advocate Group. Avidian Wealth Solutions provides investment management, financial planning, and advisory services to individuals, families, retirement plans, corporations, trusts, and institutional clients. The firm employs a blend of managed model solutions and customized portfolios, routinely uses third-party sub-advisors, and actively serves as a sub-advisor and investment manager for pooled and private funds.

Malcom Day is a CFA® charterholder with 24 years of industry experience, currently serving at Eagle Global Advisors LLC in Houston, TX. He previously worked at Partners Investment Management & Research, LLC. Eagle Global Advisors manages discretionary portfolios for individual and institutional clients, employing a quantitative multi-factor screening process alongside fundamental analysis to construct a variety of domestic and international portfolios. The firm also sponsors private pooled funds and provides portfolio management and research services to mutual funds, ETFs, and third-party advisers.

Robert Stillwell is a financial advisor at Americana Partners, LLC in Houston, TX, holding Series 63 and Series 65 licenses with four years of industry experience. Prior to joining Americana Partners, he worked at Cadre Energy, Amplify Energy, and Memorial Production Partners. 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 portfolios that incorporate a wide range of investment vehicles and serves as investment manager or adviser to multiple unregistered private pooled investment vehicles for accredited investors.