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® professional with 34 years of industry experience, currently serving at Concurrent Investment Advisors, LLC since 2026. He previously worked at Centric Advisors, LLC, Kovack Advisors, Inc., Kovack Securities, Inc., and has maintained a concurrent role at Financial Destiny, Inc. for over 30 years. In addition to his advisory work, he is active as a licensed insurance agent, occasionally offering insurance products to clients. Concurrent Investment Advisors, LLC is an SEC-registered firm providing wealth management, financial planning, and investment management services to individuals, families, businesses, and retirement plans. The firm manages approximately $15.7 billion in assets with a primarily long-term, portfolio-driven investment approach utilizing ETFs, mutual funds, and selected individual securities.

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. with four years of industry experience. He holds a Series 65 credential and previously worked at McAdam LLC and several other organizations in various roles. Newton is also involved with MCADAM LLC and Acropolis Capital Partners in investment-related capacities. Symphony Financial provides discretionary portfolio management, financial planning, and consulting services to individuals, trusts, estates, charitable organizations, and business entities. The firm offers a long-term investment approach tailored to client needs and a broad multi-family office platform that includes financial coordination, specialty lending, and liquidity-event planning.

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 at Foundations Investment Advisors LLC with nine years of industry experience. He holds a Series 66 designation and has worked at Edward Jones, AE Wealth Management, and Impact Partners Financial, where he also engages in insurance sales. Foundations Investment Advisors LLC provides financial planning and portfolio management to individuals, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm utilizes a combination of fundamental, technical, and cyclical analysis alongside model portfolios and an asymmetric rebalancing approach.

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.

Joshua Mcmillan is a financial advisor at Symphony Financial, Ltd. Co. with six years of industry experience. He holds the Series 66 designation and has worked at firms including LPL Financial, Equitable Advisors, and AXA Advisors. Prior to his financial services career, he was employed at T-Mobile for five years. 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 and offers a multi-family office service model that coordinates a broad range of family financial needs through outside providers.

Elizabeth Pappas is a CFP® professional with five years of industry experience, currently serving as an advisor at Linscomb Wealth, Inc. in Houston, TX. Her prior roles include positions at Avalon Wealth Management LLC, Corient Services LLC, and KPMG LLP. Linscomb Wealth provides comprehensive wealth planning and investment management to individuals, families, trusts, charitable organizations, and retirement plans, integrating discretionary portfolio management with ongoing planning. The firm’s investment process uses customized policy statements and diversified portfolios that blend active and passive strategies, managed with attention to client-specific factors.

Adrian Gomez is a financial advisor at Willis Johnson Wealth in Houston, TX, holding a Series 65 designation with four years of industry experience. His prior roles include positions at Chilton Capital Management and The Mitchell Group, Inc. Willis Johnson Wealth provides comprehensive financial planning and investment management primarily for corporate professionals, executives, and high-net-worth individuals and their families, employing an evidence-based, tax-aware investment approach with multiple model strategies and access to private market investments.

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.

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.