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.

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.

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 with Stephens in Houston, TX, holding Series 63 and Series 65 licenses and bringing 56 years of industry experience. He has been with Stephens since 2014. Stephens provides investment advisory and wealth-management services to individuals, pension plans, foundations, corporations, and other institutional clients, offering tailored portfolio management, financial planning, and institutional equity research. The firm integrates committee-based oversight and a combination of advisory, broker-dealer, and investment banking activities.

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.

William Gray is a financial advisor with Americana Partners, LLC, holding a Series 63 designation and 42 years of industry experience. His prior roles include 24 years at Western International Securities, Inc. and 28 years at Goodpasture Gray. Outside of his advisory work, he is a licensed independent real estate broker in Nashville, Tennessee, managing personal and family real estate 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 broad range of investment vehicles and technology-supported implementation.

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 at Arax Advisory Partners in Houston, TX, holding Series 63 and Series 65 licenses with 35 years of industry experience. He previously worked at U.S. Capital Wealth Advisors and USCA Securities, where he also served as a registered representative. Arax Advisory Partners is a multi-team wealth manager overseeing approximately $26.5 billion in assets, serving individuals, high-net-worth clients, family offices, institutions, and retirement plans. The firm utilizes a combination of internal portfolio management, third-party models, and tailored asset allocation, along with performance-based fee arrangements and private fund management.