Gonzalo Alonso is a CFP®-designated financial advisor with 11 years of industry experience. He currently works at Eagle Global Advisors LLC and has prior experience with Fidelity Investments and E*TRADE Capital Management. Eagle Global Advisors manages discretionary portfolios for individual and institutional clients using a quantitative multi-factor screening process combined with fundamental analysis. The firm sponsors and manages private pooled funds, serves as a sub-advisor to mutual funds and ETFs, and provides research and model portfolio recommendations to third-party advisers.

Harry Coussou Jr. is a financial advisor with Royal Fund Management, LLC in Houston, TX, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His prior roles include positions at AE Wealth Management, Safe Harbor Estate & Retirement Planners (which he owns but is currently inactive in), Horter Investment Management, Principal Financial Services, and 1717 Capital Management Company. He is also a licensed insurance agent focusing on annuities and life insurance. Royal Fund Management serves individual investors, corporations, and retirement plans by providing portfolio management, financial planning, and pension consulting. The firm employs a range of strategies tailored to client risk tolerance, including fundamental, technical, and cyclical analysis, and manages client portfolios under written Investment Policy Statements.

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.

David Sabonghy is a financial advisor at Waterloo Capital with 24 years of industry experience. He holds a Series 66 designation and has previously worked at Avidian Wealth Solutions, Morgan Stanley Private Bank, and Morgan Stanley Smith Barney. Outside of his advisory role, he is president of Sabonghy Interests LLC, an oil and gas business. Waterloo Capital is an SEC-registered multi-team adviser serving entrepreneurs, high-net-worth individuals, trusts, retirement plans, and other entities. The firm offers customized portfolio management focused on fundamental analysis and long-term, buy-and-hold strategies, along with access to third-party sub-advisers and a range of investment tools.

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 65 and Series 63 licenses with two years of industry experience. Prior to joining Mission Wealth, he worked at Fidelity Investments for three years and has held various roles including positions at Brigham Young University and Smith AI. Mission Wealth Management is an SEC-registered, multi-team advisory firm that provides wealth management and financial planning services primarily to affluent individuals and families, as well as institutional clients. The firm employs customized, long-term investment strategies that include a range of asset types and offers services through tiered models and third-party sub-advisors.

Craig Lang is a financial advisor at Stephens with 56 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Stephens since 2014, following four years at Morgan Stanley. Based in Houston, TX, he serves a diverse client base through a multi-team environment. Stephens provides investment advisory and wealth management services to individual investors, pension plans, foundations, corporations, banks, insurance companies, and government entities. The firm employs both bottom-up security selection and top-down fixed-income duration management, supported by integrated broker-dealer and investment banking capabilities.

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 with Sunbelt Securities, Inc. in Houston, TX, holding a Series 63 designation and 38 years of industry experience. He has been with Sunbelt Securities since 2017 and previously worked at WFG Advisors, LP for 14 years. Sunbelt Securities serves a diverse client base including individual investors, charitable organizations, and corporate clients, managing approximately $2.0 billion in assets. The firm provides portfolio management primarily through discretionary wrap accounts, written 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 bringing 36 years of industry experience. His career includes tenures at UBS Financial Services and U.S. Capital Wealth Advisors, LLC. Arax Advisory Partners is a multi-team wealth management firm overseeing approximately $26.5 billion in assets and serving individuals, high-net-worth clients, family offices, institutions, and retirement plans. The firm employs a combination of internal portfolio management, third-party models, and tailored asset allocation, along with performance-based fee arrangements and carried interest structures for certain investors and private funds.

Elizabeth Nierzwicki is a financial advisor with CORDA Investment Management, LLC, holding a Series 66 designation and six years of industry experience. Prior to joining CORDA in 2024, she 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. CORDA Investment Management is a multi-team registered investment adviser managing approximately $2.0 billion in client assets for over 1,300 individuals, including high-net-worth clients. The firm provides discretionary portfolio management and integrated financial planning, combining various investment strategies with in-house tax preparation 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 credentials and has previously worked at Oppenheimer & Co. Inc and Sanford C. Bernstein & Co, LLC. Berger serves on the Board of Governors of Touro University in an advisory role focused on alumni events. Stephens provides investment advisory and wealth management services to a diverse client base, including individual investors, pension plans, foundations, and state and municipal government entities. The firm offers a range of services such as financial planning, portfolio management, private equity, and institutional equity research, utilizing both bottom-up and top-down investment strategies.