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.

Elizabeth Nierzwicki is a financial advisor at Corda Investment Management, LLC with six years of industry experience. She holds a Series 66 designation and previously worked at Bank of America and Merrill. Outside of financial advising, she owns FigureFIT LLC, which offers online nutrition and fitness coaching, and is involved with Counter Brands, LLC and Microtel Leadville in non-investment roles. Corda Investment Management is a multi-team registered investment adviser managing approximately $2.0 billion in client assets for over 1,300 clients. The firm provides discretionary portfolio management and integrated financial planning, serving individuals and retirement plans with strategies that include options, direct indexing, and factor-driven approaches.

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. in Houston, TX, with 19 years of industry experience. He held a position at UBS Financial Services Inc. for eight years before joining Prospera in 2021. Rossi serves as treasurer on the board of a local political action committee focused on legal fundraising and also holds a treasurer role with the Strake Jesuit Dads Club. Prospera Financial Services is a multi-team firm managing approximately $12.4 billion in assets across about 207 advisors and 140 offices. The firm serves a diverse client base including individuals, corporate and charitable entities, and retirement plans, offering a range of advisory and financial planning services through multiple platforms and models.

Gabriel Berger is a financial advisor at Stephens with 10 years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at Oppenheimer & Co. Inc. and Sanford C. Bernstein & Co, LLC. He serves on the board of governors at Touro University in an advisory capacity, primarily focusing on alumni events. Stephens offers investment advisory and wealth management services to individuals, pension plans, foundations, corporations, and other institutional clients. The firm emphasizes tailored portfolio programs with committee-based oversight and combines advisory services with substantial broker-dealer and investment banking activities.

Anthony Griffin is a financial advisor with Symphony Financial, Ltd. Co. in Houston, TX, holding a Series 66 designation and nine years of industry experience. He previously worked at Edward Jones and has been affiliated with LPL Financial since 2017. Griffin has an ownership interest in a wealth management entity operating alongside his advisory role. Symphony Financial serves individuals, trusts, estates, charitable organizations, and business entities, offering discretionary portfolio management, financial planning, and multi-family office services. The firm employs a long-term investment philosophy combining fundamental and technical analysis, tailoring portfolios with a broad range of investment vehicles and coordinating comprehensive family office engagements with outside specialists.

Bobby Lamb is a CFP® professional with 28 years of industry experience, currently serving at Forvis Mazars Wealth Advisors, LLC since 2024. He previously worked at FORVIS Wealth Advisors, LLC and BKD Wealth Advisors. Forvis Mazars Wealth Advisors, LLC is an SEC-registered investment adviser affiliated with a national accounting and professional services firm. The firm offers financial planning, investment management, and retirement plan consulting to individuals, families, institutions, and nonprofits, managing approximately $12 billion in assets with a disciplined investment approach that includes discretionary mandates and committee-approved portfolios.

Mark Magee is a financial advisor with intrua Financial in Houston, TX, holding Series 63 and Series 66 designations and 22 years of industry experience. He has been with intrua Financial and LPL Financial since 2016. Magee operates a business entity named True Blue Enterprises for tax and investment purposes and is affiliated with Wrinkle Gardner and Company, participating in a CPA affiliate program. Intrua Financial is an SEC-registered multi-team advisory firm managing approximately $1.75 billion in regulatory assets with 37 advisors. The firm serves individuals, high-net-worth clients, trusts, foundations, and employer-sponsored retirement plans, offering asset management, financial planning, and retirement plan advisory services using a blend of fundamental analysis, modern portfolio theory, and technical analysis.

Abigail Carrell is a CFP® with two years of industry experience, currently serving as a financial advisor at Willis Johnson Wealth in Houston, TX. Prior to her current role, she held various positions at Willis Johnson & Associates, Inc., and also worked at Founders Group, Inc. and the University of Houston. 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 follows an evidence-based, tax-aware investment approach with multiple model strategies and offers additional services including in-house tax preparation and private market investments.

Gregory Litts is a financial advisor at Avidian Wealth Solutions in Houston, TX, with 20 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at RJ Capital for 21 years before joining Avidian Wealth Solutions in 2023. Avidian Wealth Solutions is an SEC-registered advisory firm serving individuals, high-net-worth families, businesses, retirement plans, and institutional clients. The firm employs model-based managed solutions supplemented by sub-advisors and separately managed accounts, and it acts as both a fund sponsor and sub-adviser, managing affiliated funds and offering a range of investment and insurance-related services.