Johnathan Aelmore is a CFP® professional with 16 years of industry experience, currently serving as an advisor at CGN Advisors, LLC since 2019. He previously worked at Mariner Wealth Advisors and Mercer Global Advisors. Outside of his financial advisory role, he owns and operates Raider Ranch, a registered Texas Longhorn cattle breeding business. CGN Advisors provides comprehensive advisory services to individuals, families, businesses, and charitable organizations, employing a long-term, globally diversified investment approach that incorporates Modern Portfolio Theory, core‑plus‑satellite, and active management strategies. The firm emphasizes fiduciary duty, regular portfolio reviews, and may utilize institutional third-party managers.

Sean Nimmo is a financial advisor with Chilton Capital Management LLC in Houston, TX, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has worked at Chilton Capital Management and related entities since 2010 and is a member of the trust committee at Chilton Capital Management Trust Company. Outside of his advisory role, he is co-manager of SNL Stables, LLC, a horse boarding facility operated by his spouse. Chilton Capital Management provides discretionary portfolio management and advisory services to individual and institutional clients, employing sector-specialized teams and a fundamental, bottom-up research approach. The firm offers a range of strategies and serves a diverse client base, including insurance companies and mutual funds, supported by an affiliated trust company and approximately $2.66 billion in regulatory assets under management.

Jeff Manwaring is a CFP® and Series 65 licensed advisor with 17 years of industry experience. He has worked at Avidian Wealth Solutions since 2021 and previously spent 13 years at Fca Corp. Manwaring is based in Houston, TX. Avidian Wealth Solutions is an SEC-registered advisory firm serving individuals, high-net-worth families, businesses, retirement plans, and institutional clients. The firm manages approximately $3.99 billion in assets and offers investment management, financial planning, and ERISA-plan advisory services, utilizing model-based solutions, sub-advisors, and separately managed accounts.

James Hodges is a financial advisor at Avidian Wealth Solutions in Houston, TX, holding Series 63 and Series 66 licenses with 25 years of industry experience. He previously worked at STA Wealth Management, LLC from 2020 to present and at Semita Asset Management from 2015 to 2020. 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 combination of managed model solutions and customized portfolios, frequently uses third-party sub-advisors, and actively manages pooled and private funds.

Alexandra Neault is a financial advisor at Corda Investment Management, LLC with four years of industry experience. She holds Series 65 and Series 63 licenses. Prior to joining Corda, she was affiliated with Florida Financial Advisors and Trinity Wealth Securities. Corda Investment Management is a multi-team registered investment adviser managing approximately $2.0 billion in client assets for around 1,359 clients. The firm offers discretionary portfolio management and integrated financial planning, serving individuals including high-net-worth clients, as well as pension consulting and tax and estate-planning services.

Patricia Peterson is a financial advisor at Concurrent Investment Advisors, LLC with 42 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Outside of her advisory role, she co-owns an online jewelry business, So Loved, LLC. Concurrent Investment Advisors provides wealth management, financial planning, and retirement advisory services to individuals, families, trusts, businesses, and retirement plans. The firm manages approximately $9.9 billion in client assets across discretionary and non-discretionary mandates, employing a long-term investment approach with customized portfolios.

Nicholas Bare is a CFP® with seven years of experience in the financial services industry. He has worked at Linscomb and Williams Inc. since 2019 and previously spent five years at Blue Ridge Technologies. Nicholas is based in Houston, TX. Linscomb Wealth, Inc. provides comprehensive wealth planning, portfolio management, and investment consulting to individual, high-net-worth, and ultra-high-net-worth clients, as well as trusts, foundations, and retirement plans. The firm offers specialized family office services and retirement-plan fiduciary consulting, utilizing model portfolios and customized strategies through collaboration with an internal Investment Committee.

Bruce De Voogd is a financial advisor with IP Financial Advisory Services LLC, holding Series 63 and Series 65 credentials and 21 years of industry experience. He has previously worked at Innovation Partners LLC and Sigma Planning Corporation, among other firms. De Voogd is also the managing member of Old Harbor Financial LLC, an insurance agency offering non-variable insurance products. IP Financial Advisory Services primarily serves individual retail clients, focusing on portfolio management, financial planning, and retirement-plan consulting. The firm combines traditional investment advisory services with insurance and risk management offerings, often using discretionary authority and third-party investment advisor referrals.

Ryan Bridges is a Series 65-credentialed advisor at Simplicity Wealth with one year of industry experience. His prior work history includes roles at Green Tweed, Huntsman Corp, and JSC Federal Credit Union, among others. He is also involved with Grad Plan LLC doing business as B-FinancialWise. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, corporate and institutional investors, and other financial firms. The firm uses a fund-of-funds approach with ETFs, mutual funds, and individual securities, alongside model portfolios monitored and rebalanced regularly, and combines advisory services with technology and operational solutions for other advisers.

Raymond Knezek II is a financial advisor with Sequent Planning, LLC, holding Series 63 and Series 65 licenses and six years of industry experience. He has worked at firms including JPMorgan Chase Bank and Edelman Financial Engines. Knezek also serves as a field underwriter for Futurity First Insurance Group, focusing on retirement planning and estate protection. Sequent Planning, LLC (doing business as Futurity First Wealth Management) is an SEC-registered investment adviser serving individuals, retirement plan sponsors, businesses, endowments, and nonprofits. The firm offers asset management, financial planning, and retirement-plan services utilizing a structured risk framework and a combination of firm-developed and third-party manager models.

George Abboud is a financial advisor with World Equity Group, Inc. in Houston, TX, holding a Series 66 designation and 16 years of industry experience. He has been with World Equity Group since 2014 and previously worked at PKS Advisory Services, LLC. Outside his advisory role, Abboud is involved in business consulting and executive retention through a partnership with Exponent Prosperity Accelerator Advisors, LLC. World Equity Group provides fee-based investment advisory and financial planning services to individuals, institutions, and charitable organizations. The firm offers managed portfolios through wrap-fee programs that combine discretionary management, financial planning, and access to third-party money managers.

Daniel Vickery is a financial advisor at Arax Advisory Partners with 25 years of industry experience. He holds a Series 66 designation and has worked at U.S. Capital Advisors, LLC, and related firms since 2010 before joining Arax in 2026. Arax Advisory Partners is a multi-team wealth manager overseeing approximately $26.5 billion in assets through over 200 advisors. The firm serves individuals, high-net-worth clients, family offices, institutions, and retirement plans, combining internal portfolio management with third-party models and tailored asset-allocation strategies.

Roman Reed is a financial advisor at Arax Advisory Partners with 26 years of industry experience. His prior roles include positions at Oppenheimer & Co. Inc, Wells Fargo Clearing Services LLC, and US Capital Wealth Advisors LLC. Reed serves on the advisory board for the Bush School of Government & Public Service and is a board member of The Petroleum Club of Houston. Arax Advisory Partners is a multi-team wealth manager overseeing approximately $26.5 billion in regulatory assets, serving individuals, high-net-worth clients, family offices, institutions, and retirement plans. The firm offers a range of services including financial planning, portfolio management, and retirement plan consulting, using a combination of internal and external asset management approaches along with performance-based fee structures for certain clients.

Marco Johnson is a financial advisor at Symphony Financial, Ltd. Co. in Houston, TX, with six years of industry experience. He has worked at Symphony Financial since 2019 and has been involved with United Airlines, Inc. and Airline Crew Taxes, LLC for over 20 years each. 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 framework combining fundamental and technical analysis and offers a multi-family office service model that coordinates comprehensive family financial needs through outside providers.

Edwin Langley Jr. is a CFP® with 23 years of industry experience, currently serving as a financial advisor at Halbert Hargrove since 2011. He is also a certified public accountant and principal owner of Langley & Associates, a CPA firm he has operated since 1979. Halbert Hargrove Global Advisors manages approximately $4.2 billion for individuals, pension plans, trusts, estates, charitable organizations, and corporate entities. The firm employs a multi-advisor platform offering discretionary, fee-only investment management combined with financial planning and consulting services, utilizing a disciplined investment process overseen by an Investment Committee.

Heinrich Grobler is a financial advisor with Sunbelt Securities, Inc. in Houston, TX, holding Series 65 and Series 63 credentials and bringing 12 years of industry experience. His prior roles include positions at HighTower Advisors LLC and Salient Capital Advisors, LLC. Outside of his advisory work, he operates as a CPA providing tax advice and filings. Sunbelt Securities, Inc. offers investment advisory services to individual and institutional clients through a network of representatives who implement and monitor portfolio allocations using diverse investment strategies. The firm’s offerings include wrap-fee programs, standalone financial planning, and referrals to third-party money managers.

Cliff Mueller is a financial advisor with Mutual of Omaha Investor Services, Inc. He holds Series 63 and Series 65 licenses and has 13 years of industry experience. Cliff has been with Mutual of Omaha Investor Services since 2013 and has worked with the broader Mutual of Omaha organization since 2009. Outside of his advisory role, he raises beef cattle and holds a partial interest in a family mineral rights partnership related to oil and gas production. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans. The firm offers financial planning, third-party money manager relationships, managed account programs, and retirement plan consulting, primarily delivering solutions through a platform relationship with Envestnet and using Pershing as custodian.

Bruce Garrison is a CFA® charterholder with 14 years of industry experience, currently serving at Chilton Capital Management LLC since 2011. He holds a Series 63 license and participates as a director and audit committee member for Stratus Properties, a real estate development firm. 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 fundamental, bottom-up research with a multiyear holding horizon and offers a range of investment strategies, including REIT and tax-exempt fixed income approaches.

Jonathan Adams is a Series 65-licensed advisor at OneSeven in Houston, TX, with one year of industry experience. His prior experience includes two years at Bradley Arant and academic roles at the University of Texas School of Law and Rice University. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, offering portfolio management, financial planning, and consulting. The firm employs a primarily long-term investment approach with diversified portfolios and utilizes third-party platforms and independent managers.

Joshua Mitchell is a financial advisor at Corda Investment Management, LLC with 17 years of industry experience. He holds Series 63 and Series 66 designations. His prior work includes roles at Nationwide Insurance Company, Charles Schwab & Co., Inc., and Miller Howard Investments Inc. 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, along with pension consulting, tax preparation, and access to attorney-led estate-planning services.