John David is a CFP® and Series 63–registered financial advisor at Bogart Wealth, LLC in Houston, TX, with one year of industry experience. Before joining Bogart Wealth in 2026, he worked at Charles Schwab & Co., Inc for three years. Bogart Wealth serves individuals, trusts, estates, and charitable organizations with comprehensive financial planning and wealth management services. The firm employs a combination of fundamental and technical analysis along with top-down asset allocation, offering both traditional model portfolios and specialized investment options such as direct indexing, structured notes, and private-market alternatives.

John Perez is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Altitude Capital Management LLC since 2024. His prior work includes roles at The Vanguard Group and multiple financial services firms, as well as ownership of a disc jockey service, DJ Mean Gene. Altitude Capital Management LLC provides investment advisory and financial planning services to individuals and high net worth clients. The firm employs tailored strategies incorporating asset allocation, technical analysis, and both long- and short-term investments, managing discretionary assets of $103.6 million through a multi-team structure.

Stephen Tolbert is a financial advisor at Arax Advisory Partners in Houston, TX, with 35 years of industry experience. He holds a Series 63 designation and has worked previously at UBS Financial Services Inc, U.S. Capital Wealth Advisors LLC, and USCA Securities LLC. 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 combines internal portfolio management with third-party models and tailored asset allocation, offering financial planning, portfolio management, and retirement plan consulting services.

Rudy Villa III is a CFP® professional at Willis Johnson Wealth with nine years of industry experience. His background includes roles at Verde Wealth Group, Valmark Securities, and the Department of Justice. 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 and offers services including retirement planning, trust and estate planning, and tax preparation through an in-house CPA.

Thomas Hunt is a CFA® charterholder with 29 years of experience in the financial industry. He has been with Eagle Global Advisors LLC since 1996. 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 using proprietary quantitative models alongside fundamental research, managing discretionary portfolios across multiple asset classes including equities, fixed income, and alternative strategies.

Keane Le Pham is a CFP® with two years of industry experience, currently serving as a financial advisor at Mutual of Omaha Investor Services, Inc. He has been affiliated with Mutual of Omaha Insurance Company since 2013 as an insurance agent, specializing in life, health, and annuities. Based in Houston, TX, Mr. Le Pham also participates in a mortgage lead incentive program, submitting qualified mortgage leads to Mutual of Omaha Mortgage. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering both one-time and ongoing financial planning, third-party money manager relationships, managed account programs, and retirement plan consulting. The firm primarily delivers managed solutions through a platform relationship with Envestnet and uses Pershing as custodian, integrating advisory services with its broker-dealer and insurance operations within the Mutual of Omaha group.

Laura Genung is a financial advisor at Chilton Capital Management LLC in Houston, TX, holding a Series 65 designation with 19 years of industry experience. She has been with Chilton Capital Management Advisors, Inc. since 2007 and Chilton Capital Management, LP since 2005. Chilton provides discretionary portfolio management and advisory services to individual and institutional clients, including high-net-worth and non-HNW individuals. The firm uses sector-specialized teams and a fundamental, bottom-up research process with a multiyear holding horizon, offering a variety of strategies such as REIT, tax-exempt fixed income, growth and income, and options-based defined risk approaches.

H Roggen is a financial advisor with OneSeven in Houston, TX, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. He previously worked at Raymond James Financial from 2010 to 2024 and has been involved in non-variable insurance since 2013. Outside of advisory work, he is a partner in L Roggen Travel. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, focusing on long-term portfolio management with diversified investments including mutual funds, ETFs, stocks, bonds, and alternative products. The firm offers both discretionary and non-discretionary arrangements and utilizes third-party platforms and independent managers as part of its investment approach.

Michael Hardison Jr. is a financial advisor at Stephens with 26 years of industry experience. He holds the Series 66 designation and 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 programs supported by committee-based oversight and a combination of in-house and sub-advisory resources. The firm integrates substantial broker-dealer and investment banking activities alongside its advisory services.

Lauren Rich is a CFP® professional with 14 years of experience in the financial industry. She has been with Linscomb Wealth, Inc. since 2011. Lauren holds a Series 66 license and is based in Houston, TX. Linscomb Wealth provides comprehensive wealth planning and investment management to a diverse client base, including high-net-worth individuals, families, trusts, charitable organizations, and retirement plans. The firm’s investment approach involves customized policy statements and diversified portfolios managed on a discretionary basis, integrating both active and passive strategies.

Jon Hur is a financial advisor at Sunbelt Securities, Inc. with one year of industry experience. He holds a Series 66 designation and has a background that includes military service in the United States Navy Reserve since 2001 and consulting staffing prior to joining Sunbelt Securities. Outside of his advisory role, he provides income tax preparation services and continues his military service. Sunbelt Securities, Inc. offers investment advisory and related services to individual, including high-net-worth, and institutional clients through a network of investment adviser representatives. The firm employs a variety of investment strategies and provides comprehensive portfolio management and financial planning services.

Robert Burnam is a financial advisor at Cavanal Hill Investment Management, Inc. with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Cavanal Hill since 2021. His prior experience includes roles at Bok Financial Asset Management, Inc., Bokf, Na, and BOK Financial Securities, Inc. Cavanal Hill Investment Management, Inc. is an SEC-registered adviser managing approximately $14.2 billion in assets as of December 31, 2024. The firm serves institutional clients and pooled vehicles through equity, fixed-income, and cash management strategies, using both fundamental and quantitative methods tailored to client risk profiles and restrictions.

Rafael Balderrabano is a financial advisor with PFG Advisors in Houston, TX, holding Series 63 and Series 65 licenses and 18 years of industry experience. His career includes roles at United Planners, CUSO Financial Services, and CUNA Brokerage Services, among others. PFG Advisors provides fee-based investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, retirement plans, and corporate clients. The firm employs a combination of macroeconomic allocation and fundamental/technical analysis, principally utilizing index-based ETFs with periodic rebalancing, and offers access to various third-party money managers and platforms.

Phillip Hamman is a CFP® and CFA® with 14 years of industry experience. He has been with Linscomb Wealth, Inc. since 2013. Linscomb Wealth provides comprehensive wealth planning and investment management services to individuals, families, trusts, charitable organizations, retirement plans, and other entities. The firm’s investment approach combines discretionary portfolio management with ongoing planning, utilizing customized investment policy statements and diversified portfolios overseen by an Investment Committee.

Clayton Moyer is a CFP® professional with 17 years of industry experience, currently serving as an advisor at Avidian Wealth Solutions since 2021. Prior to this, he spent 13 years at Fca Corp. Avidian Wealth Solutions is an SEC-registered advisory firm with 32 advisors managing approximately $3.99 billion in assets. The firm provides investment management, financial planning, and fiduciary advisory services to individuals, families, businesses, retirement plans, and institutional clients, utilizing model-based managed solutions, sub-advisors, and tailored allocations.

Andrei Costas is a financial advisor with Avidian Wealth Solutions in Houston, TX, holding a Series 65 credential and 1 year of industry experience. He has been with Avidian Wealth Solutions since 2014 and also worked at Clearview Circle Capital, LLC from 2014 to 2020. 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 and financial planning services, utilizing model-based managed solutions alongside sub-advisors and separately managed accounts.

Patrick Chevalier III is a financial advisor at Simplicity Wealth with seven years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones and RWM Capital, LLC. In addition to his advisory role, he operates Chevalier Wealth & Associates, providing insurance and annuity solutions. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, corporate and institutional investors, and other financial firms. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, offering model portfolios monitored and rebalanced regularly, along with technology and operational support for other advisers through its managed account platform.

David Gonzalez is a Series 66-credentialed advisor with 21 years of industry experience. He is currently with STA Wealth Management, LLC and has prior experience at J.P. Morgan Securities. Avidian Wealth Solutions provides investment management, financial planning, and related advisory services to a diverse client base, including individuals, families, retirement plans, corporations, and institutional clients. The firm employs a combination of managed model solutions and customized portfolios, incorporates third-party sub-advisors, and actively manages pooled and private funds.

Jack Repa is a financial advisor with Frost Investment Services, holding Series 63 and Series 66 licenses and with 30 years of industry experience. He has worked at Frost Investment Services and Frost Brokerage Services, Inc. since 2022, and previously spent eight years with GFS Advisors, LLC and Global Financial Services, LLC. Frost Investment Services advises individual clients, including high-net-worth households, as well as corporate and business clients, providing investment advisory and portfolio management services. The firm combines enterprise-scale operations with a banking institution affiliation, overseeing approximately $3.7 billion in client assets across its team of advisors.

Robert Gwydir is a Financial Consultant at Fidelity Investments, where he collaborates with clients to develop, implement, and maintain financial plans tailored to individual and household needs. He has been with Fidelity Investments since 2016, progressing through various roles including Financial Representative, Relationship Manager, Planning Consultant, and Investment Consultant. His experience at Fidelity Investments spans several years, during which he has gained expertise in financial planning and client relationship management. His roles have involved working closely with clients to create flexible and customizable financial strategies. Outside of his professional responsibilities, Robert enjoys football, golf, skiing, and traveling.