Gabriel Berger is a financial advisor at Stephens with 10 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Oppenheimer & Co. Inc and Sanford C. Bernstein & Co, LLC. Berger serves on the Board of Governors of Touro University in an advisory role focused on alumni events. Stephens provides investment advisory and wealth management services to a diverse client base, including individual investors, pension plans, foundations, and state and municipal government entities. The firm offers a range of services such as financial planning, portfolio management, private equity, and institutional equity research, utilizing both bottom-up and top-down investment strategies.

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.

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® 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 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. 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.

James Barksdale is a financial advisor at Symphony Financial, Ltd. Co. in Houston, TX, with two years of industry experience. He has been with Symphony Financial since 2023 and concurrently holds a position at Boeing since 2014. 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, tailoring portfolios to client risk profiles and objectives, and offers a multi-family office service model coordinating broad family needs through outside providers.

Michael Hardison Jr. is a financial advisor at Stephens with 26 years of industry experience. He holds a Series 66 designation and has worked at Stephens since 2014. His prior experience includes roles at Morgan Stanley, Citigroup Global Markets, and Legg Mason Wood Walker, Incorporated. Stephens provides investment advisory and wealth management services to a diverse client base, including individual investors, pension plans, foundations, corporations, and government entities. The firm employs multiple investment committees and programs, combining bottom-up security selection with top-down fixed-income management, supported by an integrated broker-dealer and investment banking platform.

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 with BOK Financial Private Wealth, Inc. in Houston, TX, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. His work history includes roles at Cavanal Hill Investment Management, Inc., BOK Financial Asset Management, Inc., BOKF, NA, and BOK Financial Securities, Inc. BOK Financial Private Wealth, Inc. provides investment management, wealth advisory, and financial planning services to high-net-worth individuals, trusts, estates, and other entities. The firm uses a team-based investment approach integrating research from BOKF, NA’s Strategic Investment Advisors group, and offers diversified portfolios often including sub-advisors like Cavanal Hill Investment Management.

Jonathan English is a financial advisor with CreativeOne Wealth, LLC, holding Series 65 and Series 66 licenses and 15 years of industry experience. He has previously worked at Corda Investment Management and several other firms before joining CreativeOne Wealth. In addition to his advisory role, he is involved with LUCA Financial, focusing on accounting and tax advisory services. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, retirement plan consulting, and sub-advisory services to individuals, corporations, charitable organizations, and other RIAs. The firm employs a variety of investment strategies, including proprietary ETF-based models and third-party managers, supported by a platform that facilitates tailored suitability assessments and regular portfolio rebalancing.