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, as well as Wyatt & Mirabella, PC. In addition to his advisory work, Mr. Julian is involved in providing estate planning services through HK Legacy Law, PLLC, an independent law firm offering attorney-led document preparation and legal services. 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, including services tailored to high-net-worth individuals and retirement plans, and provides access to in-house tax preparation and attorney-led estate planning through a formal referral arrangement.

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.

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. He has been with World Equity Group since 2017 and previously worked at Woodforest Financial Services, WoodForest National Bank, and Raymond James Financial Services in various roles from 2014 to 2016. Outside the advisory profession, he is involved in business consulting through Exponent Prosperity Accelerator Advisors, LLC, and serves as president of Innovation Capital Assurance. World Equity Group, Inc. provides fee-based investment advisory and financial planning services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm offers managed portfolios through programs that combine discretionary portfolio management, financial planning, and third-party money manager access, with client accounts reviewed at least annually.

Ana Salas is a CFP®-certified financial advisor with 24 years of industry experience. She is currently with Intrua Financial and has previously worked at Private Advisor Group and LPL Financial. Salas provides administrative support to Intrua Financial, an independent investment advisor firm. Intrua Financial offers investment advisory and portfolio management, comprehensive financial planning, and retirement-plan advisory services for individuals, high-net-worth clients, trusts, foundations, small businesses, and plan sponsors. The firm employs a combination of fundamental analysis, modern portfolio theory, and technical and cyclical analysis to create customized investment strategies.

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 with Arax Advisory Partners in Houston, TX, holding Series 63 and Series 65 credentials and 38 years of industry experience. She previously worked at U.S. Capital Wealth Advisors, LLC, and USCA Securities LLC. Arax Advisory Partners is an SEC-registered multi-team wealth manager overseeing approximately $26.5 billion in assets with more than 200 advisors, serving individuals, high-net-worth clients, family offices, institutions, and retirement plans. The firm offers a range of services including financial planning, portfolio management, and retirement plan consulting, utilizing internal and external managers alongside tailored asset-allocation strategies.

Sammy Mc Leod is a financial advisor at Symphony Financial, Ltd. Co. in Houston, TX, with two years of industry experience. Prior to joining Symphony Financial in 2023, Mc Leod worked at United Airlines for 19 years. Symphony Financial provides discretionary investment management, financial planning, and consulting services to individuals, trusts, estates, charitable organizations, and business entities. The firm manages approximately $1.09 billion in assets and uses a long-term investment approach that combines fundamental and technical analysis, tailoring portfolios to client risk profiles and 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 with Corda Investment Management, LLC in Houston, TX, holding a Series 65 designation and four years of industry experience. Prior to joining Corda in 2022, he worked for eight years at Houston Methodist. Corda Investment Management is a multi-team registered investment adviser managing approximately $2.0 billion in client assets through about 30 advisors. The firm serves individuals, including high-net-worth clients, with discretionary portfolio management and integrated financial planning, and also provides pension consulting, tax preparation, and access to attorney-led estate-planning 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.

Eduardo Suarez is a financial advisor with Bolton Securities Corporation, holding Series 66 and Series 63 licenses and bringing 13 years of industry experience. He has worked at Bolton Global Asset Management and Bolton Global Capital since 2018, and previously held roles at JPMorgan Securities LLC, JPMorgan Chase, Transamerica Financial Advisors, Inc., and World Financial Group, Inc. Outside of finance, he manages Teak Accents, LLC, a woodworking business that creates and sells home accents. Bolton Global Asset Management provides asset management and financial planning services to individuals, corporate and institutional clients, and fiduciary entities. The firm offers customized portfolio management through a network of independent advisers, employing a long-term investment approach with flexibility for shorter-term strategies.

Bradley Eixmann is a CFA® charterholder with 12 years of industry experience. He has been with Chilton Capital Management LLC since 2017 and previously worked at GlobeScan Capital, Inc. from 2014 to 2017. 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 approach 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.

Thomas Brashear is a financial advisor with Sunbelt Securities, Inc. in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with Sunbelt Securities and its DBA Preston Capital Management since 2010. Sunbelt Securities serves a diverse client base including individual investors, charitable organizations, and corporate clients, managing approximately $2.0 billion across several thousand relationships. The firm offers portfolio management, financial planning, and access to third-party money managers, with a focus on discretionary management delivered at the individual advisor level.

Thomas Chretien is a financial advisor at Sunbelt Securities, Inc. with 29 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley Smith Barney and Morgan Stanley Private Bank. Outside of his advisory work, he is involved with Broadway Cottage in York, Maine. Sunbelt Securities serves individual investors, charitable organizations, and corporate clients, managing approximately $2.0 billion across several thousand relationships. The firm offers portfolio management, financial planning, and access to third-party money managers, with a focus on discretionary asset management delivered through its network of investment advisor representatives.

Stuart Ford is a financial advisor at Hilltop Securities Inc. in Houston, TX, holding Series 63 and Series 66 credentials with 38 years of industry experience. His career includes 26 years at Coastal Securities L.P. before joining Hilltop Securities in 2017. Ford serves as chairman of the Texas Tobacco Settlement Permanent Trust Account and is a trustee for Hospitality Apartment, a charity providing free housing for families receiving treatment at the Houston Medical Center. Hilltop Securities Inc. offers brokerage, clearing, custody, investment advisory, and retirement-plan consulting services to individuals, corporations, nonprofits, and institutional clients. The firm manages approximately $2.25 billion in assets and delivers investment solutions through an open-architecture platform that includes adviser-managed and model-based programs with a variety of portfolio strategies and operational capabilities.

Alexandre Murphy is a financial advisor with Golden State Wealth Management, LLC in Houston, TX. He holds a Series 66 credential and has 13 years of industry experience. Prior to joining Golden State Wealth Management in 2019, he worked at Edward Jones from 2014 to 2019. He is also involved in mortgage brokerage services through Houston Mortgage Loans LLC. Golden State Wealth Management serves individuals, trusts, pension and profit-sharing plans, and businesses by offering asset management, comprehensive portfolio management, financial planning, and retirement plan consulting. The firm utilizes a variety of analytic approaches and may incorporate third-party managers and model portfolios while providing primarily discretionary portfolio management.