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.

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.

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.

Patricia Trieglaff is a financial advisor with Arax Advisory Partners in Houston, TX, holding Series 63 and Series 65 designations and bringing 40 years of industry experience. She has previously worked with 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 through more than 200 advisors. The firm serves individuals, high-net-worth clients, family offices, institutions, and retirement plans, offering a range of services including financial planning, portfolio management, retirement plan consulting, and advisory services to pooled private funds.

Douglas Gibson is a financial advisor with World Equity Group, Inc. in Houston, TX, holding Series 63 and Series 66 licenses with 17 years of industry experience. He has previously worked with Equitable Advisors and Axa Advisors. Outside of his advisory role, he is involved in a business that assists individuals with wealth creation through real estate development in Opportunity Zones. World Equity Group, Inc. provides fee-based investment advisory and financial planning services to a broad client base, including individuals, pension plans, and business entities. The firm offers managed portfolios through discretionary portfolio management and third-party money managers, employing risk-tolerance assessments to guide asset allocation.

Andrew Hamilton is a CFP® and holds a Series 66 license with one year of industry experience. He currently serves as an advisor at Linscomb Wealth, Inc. in Houston, TX, having previously worked at several firms including OSAIC Wealth, Inc. and Schroeder Wealth Advisors. Linscomb Wealth provides comprehensive wealth planning, portfolio management, and investment consulting to individuals, high-net-worth and ultra-high-net-worth clients, trusts, foundations, and retirement plans. The firm offers specialized family office services and retirement-plan fiduciary consulting, employing written investment policies and model asset allocations tailored through collaboration with an internal Investment Committee.

Jessi Ayrer is a Series 66-licensed financial advisor with Intrua Financial in Houston, TX, and has seven years of industry experience. Prior to joining Intrua Financial and LPL Financial in 2017, she worked at Texas Teachers from 2014 to 2017. She is also a commissioned notary. Intrua Financial provides 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 analysis to create customized asset allocations and offers both discretionary and non-discretionary management through various platforms and third-party managers.

Jayson Jaquess is a CFP®-designated financial advisor with four years of industry experience. He is currently with The Mather Group, LLC and previously worked at Charles Schwab Bank, SSB, and Charles Schwab & Co., Inc. The Mather Group serves high-net-worth individuals, family offices, trusts, corporations, and other entities by providing integrated financial planning, investment management, tax and estate planning guidance, and family office services. The firm employs an evidence-based investment approach with risk-based allocation models and offers customization options such as direct indexing and ESG portfolios.

Belinda Aucoin is a CFP®-credentialed financial advisor with 34 years of industry experience, currently affiliated with Sunbelt Securities, Inc. in Dallas, TX. She has worked at Sunbelt Securities since 2011 and operates Trinity Strategy Partners as a DBA under the firm. Aucoin also serves as President and Secretary of the John & Bobby McKamy Foundation, a charitable nonprofit organization. Sunbelt Securities serves a diverse client base including individual investors, charitable organizations, and corporate clients, managing approximately $2.0 billion in assets. The firm provides portfolio management, financial planning, and consulting services primarily through a network of investment adviser representatives.

Michael Mithoff is a financial advisor at Americana Partners, LLC in Houston, TX, holding Series 65 and Series 63 licenses with 17 years of industry experience. His prior roles include positions at SP Securities, Hightower Securities, and several entities within Salient. Outside of his advisory work, he is the president and sole owner of Wasatch Strategic Investments, L.L.C., a personal investment vehicle. Americana Partners provides financial planning, consulting, discretionary investment, and wealth management services to individuals—including high-net-worth and ultra-high-net-worth international clients—as well as corporations, trusts, estates, and charitable organizations. The firm customizes portfolios through ongoing client consultations and discretionary management, utilizing a broad range of investment vehicles and strategies.

Jacob Borbidge is a CFA® charterholder with two years of industry experience. He has worked at Avidian Wealth Solutions since 2023 and was previously with Invesco for 19 years. He serves on the Investment Committee of the Greater Houston Community Foundation and acts as an expert witness on financial industry matters. Avidian Wealth Solutions is an SEC-registered advisory firm that serves individuals, high-net-worth families, businesses, retirement plans, and institutional clients. The firm employs model-based managed solutions supplemented by sub-advisors and tailored allocations, and it operates as both a fund sponsor and sub-adviser, offering a range of investment management and financial planning services.