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 has worked at firms including Edward Jones and RWM Capital, LLC. In addition to his advisory role, he operates an insurance and annuity service business as an independent insurance agent. Simplicity Wealth serves a diverse client base, including individual and high-net-worth investors, retirement plans, and institutional investors. The firm offers advisory services ranging from financial planning to managed account platforms, utilizing a fund-of-funds investment approach with ETFs, mutual funds, and individual securities, supported by continuous portfolio monitoring and due diligence of third-party managers.

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.

Nicole Smith is a Series 66-licensed financial advisor with five years of industry experience. She is currently with Merit Financial Advisors and has previously worked at firms including Commonwealth Financial Network and OneAmerica Securities. Outside of financial advising, she serves as a board member for United Against Human Trafficking, where she advises on strategic planning and participates in organizational oversight. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion and serving a diverse client base that includes individuals, businesses, retirement plan sponsors, and charitable organizations. The firm employs a long-term, diversified investment approach through customizable model portfolios and offers specialized services such as independent fiduciary and ESOP trustee work.

Brian Raupp is a financial advisor at Corda Investment Management, LLC in Houston, TX, holding a Series 65 credential with 14 years of industry experience. He has been with Corda Investment Management since 2011. Corda Investment Management is a multi-team registered investment adviser managing approximately $2.0 billion in client assets for about 1,359 clients. The firm offers discretionary portfolio management and integrated financial planning to individuals, including high-net-worth clients, along with pension consulting, tax preparation, and access to attorney-led estate-planning services.

Andrew Miller is a CFP® with 24 years of industry experience, currently serving at Independent Solutions Wealth Management, LLC. His prior experience includes roles at NEXT Financial Group and Ameriprise. Miller is also involved in advisory consulting and business development through his affiliations with Independent Solutions Wealth Management and Peak Brokerage Services. Independent Solutions Wealth Management LLC is an SEC-registered advisory firm managing approximately $1.54 billion in client assets, offering financial planning and portfolio management services to individuals, high-net-worth clients, corporate pension and profit-sharing plans, and trusts. The firm emphasizes strategic asset allocation and a manager selection process centered on in-house due diligence and portfolio monitoring.

Lucas Veldhuis is a CFP® with seven years of industry experience, currently serving at The Mather Group, LLC. His prior experience includes roles at Linscomb & Williams, Pathstone, and Cornerstone Advisors, Inc. Before entering financial services, he worked at the Alaska Conservation Foundation for three years. The Mather Group primarily serves high-net-worth individuals, family offices, trusts, corporations, and other entities, offering integrated financial planning, investment management, tax and estate planning guidance, and family office services. The firm uses an evidence-based investment approach with multiple risk-based models and customization options such as direct indexing and ESG portfolios.

Mayobanex Martinez is a financial advisor at Insigneo Advisory Services, LLC with 18 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at CITIGROUP for 11 years. Martinez is a board member and 26% owner of Space City Fulfillment LLC, a micro-fulfillment and last mile delivery service that is currently not operating. Insigneo Advisory Services, LLC provides investment advisory and portfolio management to individuals, corporations, trusts, and institutional clients, including banking and thrift institutions. The firm offers customized allocations supported by firm-modeled portfolios and third-party research, with investment options spanning equities, fixed income, commodities, REITs, alternative investments, and private placements.

Elisa Fierro is a CFP® with eight years of industry experience, currently serving as a financial advisor at The Mather Group, LLC since 2020. Prior to joining The Mather Group, she worked at Ellevest and Manske Wealth Management. The Mather Group primarily serves high-net-worth individuals, family offices, trusts, and corporations, offering comprehensive 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 integrates AI and machine-learning tools to support market data analysis and client communications.