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 with Simplicity Wealth, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Edward Jones and RWM Capital, LLC. Chevalier also operates Chevalier Wealth & Associates, providing insurance and annuity solutions as an independent insurance agent. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, corporate and institutional investors, and other financial firms. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, offering portfolio management and managed account services alongside technology and operational support for advisors.

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 with CORDA Investment Management, LLC in Houston, TX. He holds a Series 65 credential and has 14 years of industry experience, all with CORDA since 2011. 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 through attorney referrals.

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.

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.

Dante Crosa is a financial advisor at Global View Capital Management LLC with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Transamerica Financial Advisors and World Financial Group. In addition to his advisory role, he markets and sells life insurance products, including fixed and indexed annuities, as an insurance agent. Global View Capital Management provides discretionary investment management and financial planning services to individuals, trusts, corporations, and retirement plans. The firm employs a quantitative and technical investment approach supported by an in-house research platform and offers a range of managed account options, including a low-cost ETF-only program.

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.