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.

Caitlin Little is a financial advisor at Capital Analysts in Sugar Land, TX, holding Series 63 and Series 65 credentials with four years of industry experience. Her prior roles include positions at Dearborn & Creggs and CBS News. Capital Analysts serves individual and high-net-worth investors, retirement plans, trusts, foundations, charitable organizations, corporate clients, trust companies, and third-party advisers. The firm offers discretionary and non-discretionary portfolio management through various programs, supported by an in-house Investment Management & Research team that drives investment decisions using proprietary tools.

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 financial advisor at BBVA Global Wealth Advisors, INC. in Houston, TX, holding a Series 65 credential. He has experience with several financial institutions, including BBVA Securities Inc. and PNC Bank, spanning roles from 2015 to the present. Guerrero also acts as an insurance agent with BBVA Global Wealth Insurance, Inc., receiving referral fees for client introductions. 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 employs a non-discretionary investment approach that aligns client risk profiles with investment guides developed alongside BBVA S.A.’s Global Wealth Investment Committee and utilizes both strategic and tactical asset allocation elements.

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 at World Equity Group, Inc. with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at World Equity Group since 2017. Outside of his advisory role, he volunteers as a podcast host for the Economic Alliance - Houston Port Region and serves as President Elect of the M&A Forum, a networking organization for business professionals. World Equity Group, Inc. provides fee-based investment advisory and financial planning services to individuals, institutions, and charitable organizations. The firm employs a risk-tolerance questionnaire to guide asset allocation and offers managed portfolios through discretionary third-party money managers.

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.

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.

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 having 12 years of industry experience. He previously worked at Morgan Stanley for nine years before joining Sunbelt Securities in 2023. Sunbelt Securities serves 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 a focus on discretionary management delivered through its network of investment adviser representatives.

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.