Yona Reaux is a financial advisor at Arax Advisory Partners with 19 years of industry experience. She holds a Series 66 designation and has previously worked at RBC Capital Markets Corporation and U.S. Capital Wealth Advisors, LLC. Outside of her advisory work, she owns YoRo Capital LLC, a company involved in vehicle and property rentals. Arax Advisory Partners is a multi-team wealth manager overseeing approximately $26.5 billion in regulatory assets and serving a broad client base including individuals, family offices, institutions, and retirement plans. The firm employs a combination of internal portfolio management and external manager relationships, with notable use of performance-based fee arrangements and carried interest structures for qualified investors and private funds.

Idania Reyes is a financial advisor at Arax Advisory Partners with 22 years of industry experience. She holds a Series 66 designation and has previously worked with U.S. Capital Wealth Advisors and USCA Securities. Outside of her advisory role, she serves as secretary for a Spanish restaurant group, contributing to website updates. Arax Advisory Partners is an SEC-registered, multi-team wealth manager overseeing approximately $26.5 billion in assets. The firm serves individuals, high-net-worth clients, family offices, institutions, and retirement plans, employing a combination of internal portfolio management, third-party models, and tailored asset allocation to meet client objectives.

William Busch is a CFP® professional with 17 years of experience in the financial services industry. He is currently with Americana Partners, LLC and Saxony Securities, Inc., having previously worked at Purshe Kaplan Sterling Investments and Morgan Stanley. Busch is also an owner and insurance agent at Americana Partners Planning Strategies. 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 offers tailored portfolio management using a range of investment vehicles and serves as investment manager or adviser to multiple private pooled investment vehicles for qualified investors.

Thomas Carman is a CFP® professional based in Houston, TX, with 14 years of industry experience. He is currently affiliated with Arax Advisory Partners and has prior experience at U.S. Capital Wealth Advisors, LLC and USCA Securities LLC. Arax Advisory Partners is a multi-team SEC-registered wealth manager overseeing approximately $26.5 billion in assets. The firm serves individuals, high-net-worth clients, family offices, institutions, and retirement plans using a combination of internal portfolio management, third-party models, and tailored asset allocation strategies.

Jeffrey Dodson is a financial advisor with Corda Investment Management, LLC in Houston, TX, holding Series 63 and Series 66 designations and possessing 22 years of industry experience. He has worked at CORDA Investment Management since 2013 and has been with Churchill Management Group since 2007. Corda Investment Management is a multi-team registered investment adviser managing approximately $2.0 billion in client assets across a team of about 30 advisors. The firm serves individuals, including high-net-worth clients, providing discretionary portfolio management, integrated financial planning, pension consulting, tax preparation, and estate-planning services.

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.

Leah Bennett is a CFA® charterholder with 29 years of industry experience, currently serving as Chief Investment Strategist at Concurrent Asset Management and an advisor with Concurrent Investment Advisors, LLC. She previously worked at Westwood Advisors and Westwood Trust/Westwood Advisers for a combined 16 years. Bennett serves on several nonprofit boards, including chairing the investment committee for the Christus Foundation and participating on the boards of the Elevation Family Partner Foundation, Artpace, Menil, and Performing Arts Houston. Concurrent Investment Advisors, LLC is a multi-office SEC-registered firm managing approximately $15.7 billion in assets for individuals, families, trusts, businesses, and retirement plans. The firm employs a long-term, portfolio-driven approach using ETFs, mutual funds, and individual securities aligned with client objectives and risk tolerance.

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 27 years of industry experience, currently serving at Sunbelt Securities, Inc. since 2011. He also operates Chamberlain Financial Services and maintains a public accounting practice as a CPA. Chamberlain serves as treasurer on the board of the Jasper Higher Education Foundation. Sunbelt Securities serves individual investors, charitable organizations, and corporate clients through a network of 68 advisors managing approximately $2.0 billion. The firm offers portfolio management, financial planning, and third-party manager referrals, with a focus on discretionary management at the advisor level.

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.

Gary Wurl is a CFP®-credentialed financial advisor with 33 years of industry experience, currently affiliated with Concurrent Investment Advisors, LLC since 2026. He previously worked at Centric Advisors, LLC, Kovack Advisors, Inc., Kovack Securities, Inc., and has operated Financial Destiny, Inc. since 1996. In addition to his advisory role, he is licensed as an insurance agent and occasionally offers commissionable insurance products to clients. Concurrent Investment Advisors, LLC is an SEC-registered firm providing wealth management, investment management, financial planning, and retirement advisory services to individuals, families, trusts, businesses, and retirement plans. The firm employs a primarily long-term, portfolio-driven investment approach using ETFs, mutual funds, and selected securities aligned with client goals and risk tolerance.

Malcom Day is a CFA® charterholder with 23 years of industry experience. He is currently with Eagle Global Advisors LLC in Houston, TX, and has been affiliated with Partners Investment Management & Research, LLC since 2002. Eagle Global Advisors provides portfolio management services to individual investors, retirement plans, financial institutions, trusts, endowments, and investment companies. The firm employs a combination of top-down and bottom-up analysis with proprietary quantitative models and fundamental research, managing discretionary strategies across various asset classes including equities, fixed income, energy, and renewables infrastructure.

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.

Reagan Newton is a financial advisor at Symphony Financial, Ltd. Co. in Houston, TX, holding a Series 65 designation with three years of industry experience. Prior to joining Symphony Financial in 2024, he worked at McAdam LLC from 2022 to 2024 and has held various roles in other sectors including food service and education. 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, tailoring portfolios to client risk profiles and objectives while supporting ERISA 3(21) retirement-plan work and offering multi-family office services.

Mark Vuskov is a financial advisor with Independent Solutions Wealth Management, LLC in Houston, TX, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He worked at NEXT Financial Group, Inc for 12 years and Visionary Asset Management for 6 years prior to joining his current firm in 2026. Independent Solutions Wealth Management LLC is an SEC-registered advisory firm serving individuals, high-net-worth clients, corporate pension and profit-sharing plans, and trusts. The firm focuses on strategic asset allocation and manager selection through an in-house due diligence process, offering services such as mutual fund, ETF and stock portfolio management, tactical portfolio strategies, and third-party manager selection.

Coby Culpepper is a financial advisor with Foundations Investment Advisors LLC and holds a Series 66 designation. He has nine years of industry experience, including prior roles at AE Wealth Management, Impact Partners Financial, and Edward Jones. Culpepper is also involved in insurance sales as an associate advisor with Impact Partners Financial. Foundations Investment Advisors is a multi-advisor firm managing approximately $10.1 billion for over 29,000 clients through a network of nearly 300 investment representatives. The firm offers portfolio management, financial planning, retirement-plan support, and sub-advisory services to individuals, trusts, estates, and registered investment companies.

Stephen Mcbride is a financial advisor with Sunbelt Securities, Inc. in Houston, TX, holding Series 63 and Series 66 licenses and bringing 40 years of industry experience. He has been with Sunbelt Securities since 2004. Sunbelt Securities serves a diverse client base including individual investors, high-net-worth clients, charitable organizations, and corporate/business clients. The firm manages approximately $2.0 billion across several thousand client relationships, offering portfolio management, written financial planning, and referrals to third-party money managers through a network of investment adviser representatives.

Mark Monroe is a financial advisor at Americana Partners, LLC with seven years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley Private Bank, N.A. and Cornerstone Global Commodities. Outside of his advisory work, Monroe manages a rental property in Houston, Texas. 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 and offers access to a range of investment vehicles, including private pooled investment funds for accredited investors.

Michael Lewis is a financial advisor with Sunbelt Securities, Inc. in Southlake, TX, holding a Series 66 designation and 14 years of industry experience. Prior to joining Sunbelt Securities in 2016, he worked at LPL Financial and has been involved with Thorn Financial Group since 2008, where he provides tax planning and consulting services. Sunbelt Securities serves a diverse client base including individual investors, charitable organizations, and corporate clients, managing approximately $2.0 billion across several thousand relationships. The firm offers portfolio management, financial planning, and consulting through a network of investment adviser representatives.