Amber Walker is a financial advisor with Symphony Financial, Ltd. Co. in Houston, TX, holding a Series 66 designation and three years of industry experience. She has been with Symphony Financial and LPL Financial LLC since 2012. Outside of her advisory role, Amber is a commissioned notary public in the State of Texas. Symphony Financial, Ltd. Co. offers 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 that combines fundamental and technical analysis and provides a multi-family office offering alongside traditional portfolio management and retirement-plan services.

Jean Malo is a CFA® charterholder with 21 years of industry experience. He has worked at Americana Partners, LLC since 2021 and previously held roles at Avalon Investment & Advisory and Actelion Ltd. He is based in Houston, TX. 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 portfolio management across a range of investment products and serves multiple unregistered private pooled investment vehicles for qualified investors.

Bennett Baiamonte is a financial advisor at Mission Wealth Management, LP in Houston, TX, holding Series 63 and Series 65 licenses with two years of industry experience. His prior experience includes roles at Fidelity Investments and several positions associated with Brigham Young University. Mission Wealth Management serves high-net-worth individuals, families, and institutional clients, providing comprehensive wealth management, financial planning, investment management, and related consulting. The firm employs a “total picture” approach that integrates investment management with tax, trust, legacy, philanthropy, and risk planning, using both internal management and selective third-party sub-advisors.

Craig Lang is a financial advisor with Stephens in Houston, TX, holding Series 63 and Series 65 licenses and bringing 56 years of industry experience. He has worked at Stephens since 2014 and previously spent four years at Morgan Stanley. Stephens is a multi-team investment adviser with approximately 243 advisors and $18 billion in assets under management, serving individuals including high-net-worth clients, retirement plans, foundations, corporations, and other institutional clients. The firm offers both discretionary and non-discretionary management across various wrap and advisory programs, combining bottom-up equity research with committee-driven asset allocation and fixed-income management.

Timothy Grassman is a financial advisor at Symphony Financial, Ltd. Co. in Houston, TX, holding a Series 63 designation with seven years of industry experience. He has been with Symphony Financial since 2018 and also works as an airline pilot for United Airlines, a role he has held since 2006. Additionally, he has an ownership interest in Results Broadcasting, a family business in radio broadcasting. 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 and offers a range of portfolio solutions tailored to client objectives, including a multi-family office service model.

Charles Jimerson Jr. is a financial advisor at Sunbelt Securities, Inc. in Houston, TX, holding a Series 63 designation and bringing 39 years of industry experience. His prior work includes 14 years at WFG Advisors, LP and 17 years at WFG Investments, Inc. He is also associated with North Texas Advisory Group, a general financial services business operating under Sunbelt Securities. Sunbelt Securities, Inc. offers investment advisory and related services to individual and institutional clients through a network of representatives. The firm employs various investment strategies and provides programs including wrap-fee portfolios, standalone financial planning, and referrals to third-party money managers.

Marissa Amar is a CFP® affiliated with Linscomb Wealth, Inc. in Houston, TX, with three years of industry experience. Her prior roles include positions at Spire Outsourcing and the USDA Agricultural Research Services, as well as academic experience at Texas A&M University and Kingwood High School. Linscomb Wealth provides comprehensive wealth planning and investment management services to individuals, families, trusts, charitable organizations, retirement plans, and other entities. The firm employs a customized investment process overseen by an Investment Committee, offering diversified portfolios managed on a discretionary basis and tailored to client-specific factors.

Damian Aldridge is a CFP® and holds a Series 65 license, with eight years of experience in the financial industry. He is affiliated with Northwest Asset Management and also works part-time as a Design Consultant for Aldridge Electric, an electrical engineering and contracting company. In this role, he revises signal design documents for a project in the New York/New Jersey area. Northwest Asset Management is a registered investment adviser managing approximately $3.6 billion for nearly 3,000 clients, including individuals, pension plans, charities, and corporations. The firm offers a range of services such as investment management, retirement and financial planning, and ERISA consulting, employing a fiduciary, customized approach that incorporates Modern Portfolio Theory and strategic asset allocation.

Alan Hawkins is a financial advisor with intrua Financial in Houston, TX, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with intrua Financial since 2015 and has also worked at LPL Financial LLC since 2011. Hawkins is a Texas notary public. Intrua Financial provides investment advisory and portfolio management, comprehensive financial planning, and retirement-plan advisory services for individuals, high-net-worth clients, trusts, foundations, small businesses, and plan sponsors. The firm combines fundamental analysis, modern portfolio theory, and technical and cyclical analysis to create customized asset allocations and investment policy statements, offering both discretionary and non-discretionary management along with access to third-party managers and wrap programs.

Matthew Lankford is a financial advisor at Avidian Wealth Solutions with 23 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at RJ Capital for 11 years. Lankford has also been involved with BKLM Financial Consulting, a business consulting firm focused on financial services, though this activity has been inactive since 2016. Avidian Wealth Solutions is an SEC-registered advisory firm serving individuals, high-net-worth families, businesses, retirement plans, and institutional clients. The firm offers investment management, financial planning, and fiduciary advisory services, utilizing model-based managed solutions and sub-advisory relationships, and operates both as a fund sponsor and sub-adviser.

Gregory Lavergne is a financial advisor with Arax Advisory Partners in Houston, TX, holding Series 63 and Series 65 licenses and having 36 years of industry experience. His prior roles include positions at UBS Financial Services and U.S. Capital Wealth Advisors. He is also associated with USCA Securities, LLC as a registered representative. Arax Advisory Partners serves a diverse client base including individuals, high-net-worth clients, family offices, institutions, and businesses. The firm offers comprehensive wealth management services utilizing both traditional and alternative investments, supported by in-house and external portfolio teams, and employs advanced analytics and AI tools in its investment process.

Elizabeth Nierzwicki is a financial advisor at CORDA Investment Management, LLC with seven years of industry experience. She holds the Series 66 designation and previously worked at Bank of America and Merrill from 2019 to 2024. Outside of her advisory role, she owns FigureFIT LLC, which offers online nutrition and fitness coaching, and is involved with Counter Brands, LLC and Microtel Leadville. 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 provides discretionary portfolio management and integrated financial planning to individuals, including high-net-worth clients, as well as pension consulting and in-house tax and estate-planning services.

Frank Wozencraft is a CFA® charterholder with 24 years of industry experience. He has been with Chilton Capital Management LLC since 2018 and previously worked at Texan Capital Management, Inc. for 17 years. Chilton Capital Management provides discretionary portfolio management and advisory services to a diverse client base, including individual and institutional investors. The firm employs sector-specialized teams using a fundamental, bottom-up research process and offers a variety of strategies, distinguishing itself with an affiliated trust company and a client base that includes insurance companies and investment company clients.

Alicea Hoffman is a financial advisor at Willis Johnson Wealth with one year of industry experience. She holds a Series 66 designation and has prior experience at Thrivent Investment Management Inc and Millennium PetroCapital Corporation. 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 strategies and offers specialized services such as in-house CPA tax preparation and private market investments.

Charles Bailey Jr is a financial advisor at Americana Partners, LLC with 15 years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley and Purshe Kaplan Sterling Investments. Outside of his advisory role, he is also an agent involved in the sale of fixed and traditional insurance products. Americana Partners provides financial planning, consulting, 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 diverse range of investment vehicles and employs technology partners to support its implementation process.

John Rossi is a financial advisor at Prospera Financial Services, Inc. with 19 years of industry experience. He holds the Series 66 designation and has worked previously at UBS Financial Services and Morgan Stanley. Outside of his advisory work, Rossi serves as treasurer for a nonprofit PAC opposing a local housing project and is also treasurer for his son's high school dads club. Prospera Financial Services, Inc. is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering financial planning, portfolio management, and access to multiple advisory programs and platforms.

Gabriel Berger is a financial advisor at Stephens with 10 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Oppenheimer & Co. Inc and Sanford C. Bernstein & Co, LLC. He serves on the Board of Governors of Touro University in an advisory role focused on alumni events. Stephens is a multi-team investment adviser with approximately 243 advisors and $18 billion in assets under management, serving individuals, retirement plans, foundations, corporations, and institutional clients. The firm offers a range of advisory and brokerage services, combining bottom-up equity research with committee-driven asset allocation and managing both discretionary and non-discretionary portfolios.

Anthony Griffin is a financial advisor with Symphony Financial, Ltd. Co. in Houston, TX, holding a Series 66 designation and nine years of industry experience. He previously worked at Edward Jones and has been affiliated with LPL Financial since 2017. Griffin has an ownership interest in a wealth management entity operating alongside his advisory role. Symphony Financial serves individuals, trusts, estates, charitable organizations, and business entities, offering discretionary portfolio management, financial planning, and multi-family office services. The firm employs a long-term investment philosophy combining fundamental and technical analysis, tailoring portfolios with a broad range of investment vehicles and coordinating comprehensive family office engagements with outside specialists.

Bobby Lamb is a Certified Financial Planner™ (CFP®) with 28 years of industry experience. He is currently with Forvis Mazars Wealth Advisors, LLC and has held prior roles at FORVIS Wealth Advisors, BKD Wealth Advisors, Crossmark Global Investments, Capstone Financial Solutions, and Securities America Advisors. Forvis Mazars Wealth Advisors serves individuals, families, retirement plans, institutions, and nonprofit organizations with financial planning, investment management, and consulting services. The firm uses a customized investment approach combining active and passive strategies, emphasizing diversification, cost control, and long-term discipline, and operates as a subsidiary of a national accounting and professional services firm.

Mark Magee is a financial advisor with intrua Financial in Houston, TX, holding Series 63 and Series 66 designations and 22 years of industry experience. He has been with intrua Financial and LPL Financial since 2016. Magee operates a business entity named True Blue Enterprises for tax and investment purposes and is affiliated with Wrinkle Gardner and Company, participating in a CPA affiliate program. Intrua Financial is an SEC-registered multi-team advisory firm managing approximately $1.75 billion in regulatory assets with 37 advisors. The firm serves individuals, high-net-worth clients, trusts, foundations, and employer-sponsored retirement plans, offering asset management, financial planning, and retirement plan advisory services using a blend of fundamental analysis, modern portfolio theory, and technical analysis.