Jesse Dietz is a CFP® with 20 years of industry experience currently serving at Gibbs Wealth Management, LLC. He has worked at Gibbs Wealth Management since 2023 and has been with Retirement Planners Of Texas, LLC since 2014, where he is also the founder and partner of Retirement Planners of TX Insurance Group, Inc. Outside of advising, he manages this insurance business, soliciting insurance products to clients. Gibbs Wealth Management provides discretionary investment advisory services to individual and high-net-worth clients through a model management program that uses third-party platforms and strategists to implement model portfolios. The firm focuses on selecting and monitoring third-party model portfolios based on clients’ financial situations, goals, and risk tolerance.

Abid Khan is a financial advisor at Sequent Planning, LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Sequent Planning, he worked at New York Life Insurance Company and The Prudential Insurance Company of America. He is also the owner of Beneficial Financial Strategies LLC and is active in insurance sales through Futurity First Insurance Group. Sequent Planning, LLC is an SEC-registered investment adviser serving individuals, retirement plan sponsors, small and medium-sized businesses, endowments, and nonprofit organizations. The firm offers asset management, financial planning, access to third-party model managers, and retirement-plan services within a structured risk framework.

Gilbert Rodriguez Jr. is a Series 66-registered financial advisor at Snowden Capital Advisors LLC with 18 years of industry experience. His career includes roles at Snowden Lane Partners, Wells Fargo Clearing, JP Morgan Securities LLC, Merrill, and Edward Jones. He is based in Houston, TX. Snowden Capital Advisors LLC serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and other institutional clients by providing discretionary and non-discretionary portfolio management, investment consulting, and financial planning services. The firm uses a multi-team approach that combines institutional capabilities with customized investment solutions and extensive third-party manager oversight.

Christopher Metscher is a CFP® professional with 26 years of industry experience, currently affiliated with Sunbelt Securities, Inc. in Westminster, CO. He has worked at FamilyWealth Advisers, LLC, Advisorsource.Com, LLC, and Jolliffe Capital, Inc. Prior to his current role, he has been with Sunbelt Securities since 2011. Outside of his advisory work, he is the owner and agent of IFP Insurance Services LLC, providing life and fixed insurance. Sunbelt Securities serves individual investors, charitable organizations, and corporate clients through a network of 68 investment adviser representatives, managing approximately $2.0 billion in assets. The firm offers portfolio management, written financial planning, and referrals to third-party money managers, with a focus on discretionary management at the representative level.

Brandon Frank is a financial advisor with Chilton Capital Management LLC in Houston, TX, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He has been with Chilton since 2017 and previously worked at Globescan Capital from 2004 to 2017. 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 with a multiyear holding horizon and offers a range of strategies, including REIT, tax-exempt fixed income, growth and income, and options-based defined risk approaches.

William Shank is a financial advisor with Symphony Financial, Ltd. Co. in Houston, TX, holding a Series 63 designation and bringing 32 years of industry experience. He has been with Symphony Financial since 2014 and has also been associated with LPL Financial since 2006. 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 combining fundamental and technical analysis, tailoring portfolios to client risk profiles and objectives while supporting ERISA 3(21) retirement-plan work and multi-family office services.

Melissa Giles is a CFP® with 18 years of industry experience, currently serving at Americana Partners, LLC since 2019. She previously worked at Morgan Stanley Smith Barney and Purshe Kaplan Sterling Investments. Giles also holds a role as a registered representative with Saxony Securities, Inc. alongside her advisory work. Americana Partners provides financial planning, consulting, and discretionary investment and wealth management to individuals, 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 technology platforms, and manages multiple private pooled investment vehicles for qualified investors.

Robyn Honeycutt is a financial advisor with Van Clemens Wealth Management, LLC, holding Series 66 and Series 63 licenses and bringing 13 years of industry experience. Her prior roles include positions at Wells Fargo Clearing, Frost Bank and Brokerage Service, and BBVA Securities Inc. Van Clemens Wealth Management, LLC provides investment advisory and financial planning services to individuals, trusts, estates, and institutional clients, serving both non-high-net-worth and high-net-worth individuals. The firm utilizes a combination of discretionary and non-discretionary portfolio management strategies incorporating modern portfolio theory, fundamental and technical analysis, and employs third-party managers alongside an in-house Growth Opportunities model focused on micro- and small-cap equities.

Cecil Byers is a financial advisor at Sunbelt Securities, Inc. in Houston, TX, holding Series 63 and Series 65 credentials with 50 years of industry experience. He has been with Sunbelt Securities since 2015. Sunbelt Securities serves individual investors, charitable organizations, and corporate clients through a network of 68 Investment Advisor Representatives, managing approximately $2.0 billion across several thousand client relationships. The firm provides portfolio management, financial planning, and consulting services, primarily focusing on discretionary management through a rep-directed wrap program.

Clint Dubose is a financial advisor at Altitude Capital Management LLC with a Series 65 designation and one year of industry experience. Prior to joining Altitude Capital Management, he worked at Chartway Credit Union for two years and EMS Services for eighteen years. He is also involved in independent insurance activities. Altitude Capital Management LLC provides investment advisory and financial planning services to individuals and high net worth clients, managing $103.6 million in discretionary assets. The firm uses a variety of investment approaches tailored to client objectives and risk tolerance and operates a multi-team structure across multiple offices.

Carolyn Galfione is a CFP® with 17 years of industry experience, currently serving at Linscomb Wealth, Inc. in Houston, TX. She has been with Linscomb & Williams since 1996. Outside of her advisory role, she serves as the Secretary/Treasurer of the Houston Grand Opera Endowment Board, where she assists with the review and monitoring of the endowment’s investment accounts. Linscomb Wealth provides comprehensive wealth planning and investment management to individuals, families, trusts, charitable organizations, and retirement plans. The firm emphasizes customized investment policy statements and diversified portfolios managed through a combination of active and passive strategies, with discretionary oversight tailored to client-specific needs.

Timothy Bates is a CFP® with 15 years of industry experience, currently serving at The Mather Group, LLC since 2022. He previously worked for Charles Schwab & Co., Inc. and Charles Schwab Bank from 2012 to 2022. The Mather Group serves high-net-worth individuals, family offices, trusts, corporations, and other entities by offering integrated financial planning, investment management, tax and estate planning, and family office services. The firm employs an evidence-based investment approach with customizable portfolio options and leverages AI and machine-learning tools under human oversight to support decision-making and client communications.

Micah Thomas is a financial advisor with Symphony Financial, Ltd. Co. in Houston, TX, holding one year of industry experience. Prior to joining Symphony Financial, he has been associated with NYLIFE Securities LLC and New York Life Insurance Company since 2018. Symphony Financial serves individuals, trusts, estates, charitable organizations, and business entities through discretionary portfolio management, financial planning, and consulting. The firm is notable for its comprehensive multi-family office services and a long-term investment approach that incorporates both fundamental and technical analysis.

William Carsey is a financial advisor at Americana Partners, LLC in Houston, TX, with 18 years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley and Morgan Stanley Private Bank for over a decade. Carsey serves on the Board of Directors for The Junior League of Houston Foundation, where he is involved in governance and fund oversight. 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 across a broad range of investment vehicles and manages multiple private pooled investment funds for accredited investors.

John Fleckenstein is a financial advisor at Sunbelt Securities, Inc. in Kerrville, TX, holding Series 63 and Series 65 credentials with 38 years of industry experience. He has been with Sunbelt Securities since 2009. Outside of his advisory role, he is involved as a joint owner in non-investment related ventures including real estate and aircraft ownership. Sunbelt Securities serves a diverse client base including individual investors, charitable organizations, and corporate clients, managing approximately $2.0 billion across thousands of accounts. The firm provides portfolio management, financial planning, and consulting services, primarily through a network of investment adviser representatives who deliver tailored advice and discretionary portfolio management.

Randall Jones is a financial advisor at Arax Advisory Partners with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at UBS Financial Services as well as multiple affiliated firms including USCA Asset Management and U.S. Capital Wealth Advisors. Arax Advisory Partners is a multi-team wealth manager overseeing approximately $26.5 billion in regulatory assets, 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 strategies, and is notable for using performance-based fee arrangements and managing private funds with carried interest structures.

Samara Terrill is a financial advisor at Belpointe Asset Management LLC with 12 years of industry experience. She holds a Series 66 designation and has worked previously at Holm & Cawley Financial Group, Third Seven Capital, ProEquities, and Synergy Advisory Group. Since 2016, she has also been involved in life, health, and accident insurance sales. Belpointe serves a diverse client base including individual investors, retirement plans, corporations, and other advisers. The firm offers discretionary investment management, financial planning, and retirement consulting, utilizing customized portfolios with a range of active and passive strategies tailored to client objectives.

Charlotte Dorand is a financial advisor at Victory Financial with 32 years of industry experience. She has previously worked at NEXT Financial Group and LPL Financial. In addition to her advisory work, she is an author and conducts seminars through Gluten Free Lab LLC. Victory Financial Group serves a diverse range of clients including high-net-worth individuals, trusts, estates, retirement plans, small businesses, and charitable organizations. The firm employs an asset-allocation driven investment approach, constructing model portfolios using a combination of Modern Portfolio Theory and fundamental analysis.

Abrin Berkemeyer is a CFP® and Series 65 credentialed advisor with eight years of industry experience. She is currently with Willis Johnson Wealth and has prior experience at Goodman Financial Corporation, RWM Capital, LLC, and Penobscot Wealth Management. Outside of financial advising, she was involved with Tuscan Table for five years. Willis Johnson Wealth serves corporate professionals, executives, and high-net-worth individuals with comprehensive financial planning and investment management. The firm employs an evidence-based, tax-aware investment approach featuring diversified model strategies, in-house CPA tax services, and tailored solutions including structured protection models and private-market allocations.

Mitchell Friedemann is a CFP® professional with 10 years of industry experience, currently serving at Sunbelt Securities, Inc. since 2016. He has prior experience at Kansas State University. Outside of his advisory role, he is involved in tax preparation through Thorn Financial Group LLC. Sunbelt Securities, Inc. offers investment advisory and related services to individual, high-net-worth, and institutional clients via a network of investment adviser representatives. The firm provides portfolio management through various strategies and does not mandate a single uniform investment approach across its advisers.