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.

William Leake is a financial advisor with Sequent Planning, LLC who holds Series 63 and Series 65 licenses and has 39 years of industry experience. He has worked at Sequent Planning since 2018 and previously spent five years with Proequities, Inc. In addition to his advisory role, Leake serves as a branch manager at Futurity First Insurance Group, where he is involved in insurance sales. Sequent Planning, LLC is an SEC-registered investment adviser that serves individuals, retirement plan sponsors, small and medium-sized businesses, endowments, and nonprofit organizations. The firm offers asset management, comprehensive financial planning, and retirement-plan services through a network of investment adviser representatives, employing a structured risk framework and diversified investment approaches.

Stewart Jacobson is a CFP® with 41 years of industry experience, affiliated with Capital Analysts in Sugar Land, TX. His career includes long-term roles with First Colony Municipal Utility District, Lincoln Investment Planning, Inc., and PMP Research. Outside of his advisory work, Jacobson serves on the Sugar Land City Council and is on the board of the ARC of Fort Bend County, a nonprofit supporting individuals with intellectual and developmental disabilities. He is also president and CEO of Dearborn & Creggs Insurance Agency, Inc. Capital Analysts serves retail and institutional clients, including high-net-worth individuals, trusts, and charitable organizations, providing portfolio management and retirement-plan advice through a nationwide network of independent advisors and in-house investment management. The firm uses a proprietary mutual fund screening process and maintains institutional relationships to support a range of investment solutions.

Javier Villanueva is a financial advisor at BBVA Global Wealth Advisors, Inc. with three years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at UBS Financial Services Inc., Merrill, JV Global Capital, GlenMartin, Inc., and CitiBanamex, SA. BBVA Global Wealth Advisors serves individual and high-net-worth clients, businesses, and family offices primarily through portfolio advisory and wrap-fee programs. The firm emphasizes a non-discretionary investment approach that aligns each client’s risk profile with investment guides developed in coordination with BBVA S.A.’s Global Wealth Investment Committee, incorporating both strategic and tactical asset allocation.

Deborah Sopher is a financial advisor at Trek Financial in Bellaire, TX, with 30 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Trek Financial since 2010, with prior roles at World Equity Group and Purshe Kaplan Sterling Investments. Outside her work at Trek, she owns a group employee benefits firm, Strategic Benefits Solutions. Trek Financial serves individual and high-net-worth clients as well as institutional retirement plans, offering asset management, financial planning, and retirement-plan services. The firm employs a blend of strategic and tactical investment approaches, incorporating AI tools and a wide range of systematic and alternative strategies in portfolio management.

Brian Ching is a financial advisor at Arax Advisory Partners with seven years of industry experience. He holds a Series 66 designation and has worked previously at U.S. Capital Wealth Advisors, LLC. Outside of finance, Ching is involved in several non-investment ventures in Houston, including serving as an ambassador for the Major League Soccer team Houston Dynamo, and owning and managing multiple restaurant and bar operations. Arax Advisory Partners is a multi-team wealth manager overseeing approximately $26.5 billion in regulatory assets through over 200 advisors. The firm serves individuals, high-net-worth clients, family offices, institutions, and retirement plans, offering financial planning, portfolio management, and retirement plan consulting, and employs a combination of internal portfolio management, third-party models, and external manager relationships.

David Julian is a CFP® with nine years of industry experience, currently serving as a financial advisor at CORDA Investment Management, LLC since 2025. His prior experience includes roles at Morgan Stanley and UBS Financial Services. In addition to his advisory work, Mr. Julian is involved in estate planning services through HK Legacy Law, PLLC, a separate law firm offering attorney-led estate planning document preparation to CORDA clients. 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, serving individuals and retirement plans with customized investment strategies and in-house tax preparation, alongside access to unrelated attorney-led estate planning services.

Caleb La Vergne is a financial advisor at Arax Advisory Partners in Houston, TX, holding a Series 66 designation. He has been in the industry for less than a year, with prior experience that includes roles at USCA Securities LLC, US Capital Advisors, and the University of Houston. Outside of financial services, he was involved with the Houston Dog Walking Club and Meadowlake Pet Resort. Arax Advisory Partners is a multi-team wealth manager overseeing approximately $26.5 billion in regulatory assets. The firm serves a broad client base including individuals, high-net-worth clients, family offices, institutions, and retirement plans, offering diverse services such as financial planning, portfolio management, retirement plan consulting, and advisory services to pooled private funds.

Wyatt Broome is a financial advisor with Foundations Investment Advisors LLC in Houston, TX, holding Series 63 and Series 65 designations and five years of industry experience. He previously worked at several firms including Fidelity Investments and Purshe Kaplan Sterling Investments. Broome is also an associate advisor engaged in insurance sales through Impact Partners Financial. Foundations Investment Advisors provides financial planning and portfolio management services to a diverse client base, including individuals, high-net-worth clients, retirement plans, and registered investment companies, utilizing a combination of fundamental, technical, and cyclical analysis within a large affiliated network.

Thomas Whitby III is a Certified Financial Planner® with 30 years of industry experience. He has been with Mission Wealth Management, LP since 2025 and previously worked at Logic Capital Management, LLC for 13 years. He is also appointed with various life insurance and annuity companies. Mission Wealth Management is a multi-team advisory firm serving affluent and high-net-worth individuals, families, and institutional clients. The firm provides customized wealth management, financial planning, and portfolio management services using a broad range of investment strategies, including alternative investments and tax-aware trading.

Jennifer Marshall is a financial advisor at Chilton Capital Management LLC in Houston, TX, holding a Series 65 designation with two years of industry experience. She has been with Chilton Capital Management since 2020 and previously worked at Westwood Holdings Group, Inc. for 20 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 and a fundamental, bottom-up research process focused on long-term capital growth and income, offering a variety of investment strategies and serving clients such as insurance companies and registered investment companies.

Christopher Bourgeois is a financial advisor with World Equity Group, Inc. in Houston, TX, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His previous roles include positions at Raymond James Financial, Questar Asset Management, and Securian Financial Services. Outside of advisory work, he is a partner in a business consulting firm focused on executive retention and business transition. World Equity Group, Inc. provides fee-based investment advisory and financial planning services to a range of clients, including individuals, pension plans, trusts, and charitable organizations. The firm offers managed portfolios through its wrap-fee programs that combine discretionary portfolio management, financial planning, and access to third-party money managers.

Ana Salas is a CFP®-certified financial advisor with 25 years of industry experience, currently with intrua Financial. Her prior experience includes roles at Private Advisor Group, LPL Financial, and Concourse Financial Group Securities. She is based in Houston, TX. Intrua Financial is an SEC-registered multi-team advisory firm serving individuals, high-net-worth clients, trusts, foundations, and retirement plans. The firm employs a blend of fundamental, technical, and cyclical analysis to create customized investment strategies and provides a range of advisory and consulting services.

Jeffrey Thompson is a financial advisor at New Edge Wealth with 13 years of industry experience. He holds a Series 66 designation and previously worked for Sanford C. Bernstein & Co., LLC for 14 years. New Edge Wealth primarily serves ultra-high-net-worth individuals, family offices, foundations, trusts, and other institutional clients. The firm focuses on asset allocation and investor behavior to guide portfolio construction, utilizing a combination of independent managers, model strategies, proprietary solutions, and AI-assisted analytics.

Sabrina Ortega is a financial advisor at Linscomb Wealth, Inc. in Houston, TX, with three years of industry experience. She holds the Series 66 designation and has previously worked at RBC Capital Markets, Charles Schwab Bank SSB, Charles Schwab & Co., Frost Bank, Sprint, and Home Depot. Linscomb Wealth provides comprehensive wealth planning, discretionary and non-discretionary portfolio management, and investment consulting for individuals, high-net-worth clients, trusts, foundations, and retirement plans. The firm also offers specialized family office services and retirement-plan fiduciary consulting, constructing customized client portfolios with an emphasis on written investment policies, diversified asset allocation, and ongoing management.

Amanda Ton is a financial advisor at Arax Advisory Partners with 39 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at U.S. Capital Wealth Advisors, USCA Securities LLC, J.P. Morgan Securities, and Chase Investment Services Corp. Outside of her advisory role, she is the owner of ADATIS Corp, a holding company for personal real estate investments. Arax Advisory Partners is a multi-team wealth manager overseeing approximately $26.5 billion in assets with more than 200 advisors. The firm serves individuals, high-net-worth clients, family offices, institutions, and retirement plans, employing a combination of internal portfolio management, third-party models, and tailored asset allocation to meet client objectives.

John Sicola is a ChFC® and Series 63 designated advisor with seven years of industry experience. He is currently with Gradient Advisors, LLC and previously worked at AE Wealth Management, The Lloyd Financial Group, and operated his own firm, Sicola Advisory Group, for five years. Outside of his advisory work, he is a member of the Knights of Columbus, a Catholic fraternal charity organization. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities, delivering these through a network of Investment Advisor Representatives and third-party money managers. The firm uses a largely non-discretionary model, incorporating fundamental, technical, and cyclical analysis in portfolio management, and oversees approximately $1.39 billion in total platform assets.

Rajin Joshi is a financial advisor at CORDA Investment Management, LLC with four years of industry experience. He holds a Series 65 designation and previously worked at Houston Methodist for eight years. 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 offers discretionary portfolio management and integrated financial planning to individuals, including high-net-worth clients, as well as pension consulting, tax preparation, and estate-planning document services.

Matthew Werner is a CFA® charterholder with 14 years of industry experience. He has been with Chilton Capital Management LLC since 2011. Chilton Capital Management provides discretionary portfolio management and advisory services to individual and institutional clients, employing sector-specialized teams and a fundamental, bottom-up research process. The firm offers a diverse range of strategies and serves a client base that includes insurance companies and investment company clients, supported by its ownership of an affiliated trust company and its role as sub-adviser to mutual funds.

Debra Parant is a CFA® charterholder and holds Series 63 and Series 65 licenses, with 26 years of industry experience. She has worked at Arax Advisory Partners since 2026 and has prior experience at U.S. Capital Wealth Advisors and USCA Securities. Arax Advisory Partners is a multi-team wealth manager overseeing approximately $26.5 billion in regulatory assets through more than 200 advisors. The firm serves individuals, high-net-worth clients, family offices, institutions, and retirement plans, using a combination of internal portfolio management, third-party models, and tailored asset-allocation approaches.