Gregory Lavergne is a financial advisor with Arax Advisory Partners in Houston, TX, holding Series 63 and Series 65 licenses and having 36 years of industry experience. His prior roles include positions at UBS Financial Services and U.S. Capital Wealth Advisors. He is also associated with USCA Securities, LLC as a registered representative. Arax Advisory Partners serves a diverse client base including individuals, high-net-worth clients, family offices, institutions, and businesses. The firm offers comprehensive wealth management services utilizing both traditional and alternative investments, supported by in-house and external portfolio teams, and employs advanced analytics and AI tools in its investment process.

Elizabeth Nierzwicki is a financial advisor at CORDA Investment Management, LLC with seven years of industry experience. She holds the Series 66 designation and previously worked at Bank of America and Merrill from 2019 to 2024. Outside of her advisory role, she owns FigureFIT LLC, which offers online nutrition and fitness coaching, and is involved with Counter Brands, LLC and Microtel Leadville. 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 to individuals, including high-net-worth clients, as well as pension consulting and in-house tax and estate-planning services.

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. with 19 years of industry experience. He holds the Series 66 designation and has worked previously at UBS Financial Services and Morgan Stanley. Outside of his advisory work, Rossi serves as treasurer for a nonprofit PAC opposing a local housing project and is also treasurer for his son's high school dads club. Prospera Financial Services, Inc. is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering financial planning, portfolio management, and access to multiple advisory programs and platforms.

Gabriel Berger is a financial advisor at Stephens with 10 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Oppenheimer & Co. Inc and Sanford C. Bernstein & Co, LLC. He serves on the Board of Governors of Touro University in an advisory role focused on alumni events. Stephens is a multi-team investment adviser with approximately 243 advisors and $18 billion in assets under management, serving individuals, retirement plans, foundations, corporations, and institutional clients. The firm offers a range of advisory and brokerage services, combining bottom-up equity research with committee-driven asset allocation and managing both discretionary and non-discretionary portfolios.

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 Certified Financial Planner™ (CFP®) with 28 years of industry experience. He is currently with Forvis Mazars Wealth Advisors, LLC and has held prior roles at FORVIS Wealth Advisors, BKD Wealth Advisors, Crossmark Global Investments, Capstone Financial Solutions, and Securities America Advisors. Forvis Mazars Wealth Advisors serves individuals, families, retirement plans, institutions, and nonprofit organizations with financial planning, investment management, and consulting services. The firm uses a customized investment approach combining active and passive strategies, emphasizing diversification, cost control, and long-term discipline, and operates as a subsidiary of a national accounting and professional services firm.

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.

John David is a CFP®-designated financial advisor at Bogart Wealth, LLC with one year of industry experience. Prior to joining Bogart Wealth in 2026, he worked for Charles Schwab & Co., Inc. from 2022 to 2025. Bogart Wealth provides financial planning, consulting, and comprehensive wealth management services to individuals, trusts, estates, and charitable organizations. The firm manages approximately $3.19 billion in client assets using firm model portfolios that combine passive and active strategies, equity selection through fundamental and technical analysis, and top-down economic asset allocation.

John Perez is a CFP® professional with 19 years of industry experience, currently serving as a financial advisor at Altitude Capital Management LLC since 2024. His prior roles include positions at The Vanguard Group and various financial services firms. Outside of advisory work, he owns DJ Mean Gene, a retail and service business providing disc jockey services for events. Altitude Capital Management LLC offers investment advisory and financial planning services primarily to individuals and high net worth clients. The firm employs a range of investment strategies tailored to client objectives and maintains managed account programs with discretionary assets under management of $103.6 million.

Stephen Tolbert is a financial advisor with Arax Advisory Partners in Houston, TX, holding a Series 63 designation and 35 years of industry experience. His prior roles include positions at UBS Financial Services, Morgan Stanley, and U.S. Capital Wealth Advisors. Arax Advisory Partners offers wealth management and advisory services to a diverse client base, including individuals, high-net-worth clients, family offices, institutions, and businesses. The firm employs a mix of in-house portfolio teams, independent managers, and alternative investments, complemented by AI tools and third-party analytics.

Rudy Villa III is a financial advisor at Willis Johnson Wealth in Houston, TX, holding a CFP® designation with nine years of industry experience. His career includes roles at Verde Wealth Group, ValMark Securities, and J.P. Morgan Securities. Willis Johnson Wealth provides comprehensive financial planning and investment management primarily for corporate professionals, executives, and high-net-worth individuals. The firm employs an evidence-based, tax-aware investment approach and offers services such as retirement planning, trust and estate planning, and access to private market investments.

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® professional with two years of experience in the financial services industry, currently with Mutual of Omaha Investor Services, Inc. He has over a decade of experience as an insurance agent specializing in life, health, and annuity products. Le Pham also participates in a mortgage lead incentive program by 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 financial planning, managed account programs, and retirement plan consulting. The firm operates primarily through platform relationships with Envestnet and Pershing, delivering managed solutions that incorporate third-party money manager relationships and MOIS-approved model portfolios.

Laura Genung is a financial advisor with Chilton Capital Management LLC in Houston, TX, holding a Series 65 designation and 20 years of industry experience. She has worked at Chilton Capital Management, LP since 2005 and previously at Chilton Capital Management Advisors, Inc. from 2007 to 2012. Chilton Capital Management provides discretionary portfolio and wealth management services to individuals, high-net-worth clients, pooled vehicles, and institutional accounts. The firm employs a fundamental, bottom-up research approach with dedicated investment strategies and offers additional trustee and fiduciary services through its affiliated trust company.

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. His prior roles include positions at Apollon Wealth Management, Raymond James Financial, and UBS Financial Services. Outside of advisory work, he is a partner in L Roggen Travel, a small business unrelated to investments. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, offering discretionary portfolio management, financial planning, and consulting. The firm employs a primarily long-term investment approach with diversified portfolios and access to alternatives and third-party strategies.