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 at Sunbelt Securities, Inc. with 14 years of industry experience. He holds the Series 66 designation and has worked at Sunbelt Securities since 2016 and Thorn Financial Group since 2008. Outside of his advisory role, he is involved in tax consulting through Thorn Financial Group. Sunbelt Securities, Inc. offers investment advisory and related services to individual and institutional clients through a network of investment adviser representatives. The firm provides customized portfolio management and financial planning, employing various investment strategies without requiring a uniform model across advisers.

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.

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.

Jeannie Martinez is a financial advisor with Hilltop Securities Inc. in Richmond, TX, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. Her prior roles include positions at PNC Investments, BBVA Wealth Solutions Inc., BBVA Securities Inc., BBVA Compass Insurance Agency, and COMPASS Bank. Outside of her advisory work, she has an ownership interest in a real estate investment business. Hilltop Securities serves individual, high-net-worth, and institutional clients with a range of investment advisory and broker-dealer services, featuring an open-architecture platform that incorporates third-party managers and firm-sponsored strategies. The firm combines custody, banking, and market-making capabilities, and provides access to municipal bond strategies alongside discretionary and non-discretionary management options.

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.