Andrew Keller is a financial advisor with Elevation Point Wealth Partners, LLC, holding a Series 66 designation and 23 years of industry experience. He previously worked at LPL Financial, Intrua Financial, and Intrua Advisory Group, among other firms. Keller serves as a board member for the Trotter YMCA, a charitable organization in Houston, Texas. Elevation Point Wealth Partners is a multi-team SEC-registered investment adviser managing approximately $8.29 billion in assets. The firm provides services to individuals, retirement plans, trusts, estates, and business entities, employing a model portfolio approach with tactical asset allocation and integrating insurance distribution and annuity servicing into its advisory platform.

Michael Schaufele is a financial advisor at Americana Partners, LLC in Houston, TX, with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Goldman, Sachs & Co. and Purshe Kaplan Sterling Investments, Inc. Americana Partners provides financial planning, consulting, and discretionary investment and wealth management services to individuals, trusts, estates, charitable organizations, and business entities. The firm customizes portfolios based on client risk tolerances and objectives, utilizing a range of investment vehicles and technology platforms, and manages multiple private pooled investment vehicles for accredited investors.

Matthew Carlin is a financial advisor with Foundations Investment Advisors LLC, holding Series 63 and Series 66 licenses and bringing 36 years of industry experience. He has worked at Foundations Investment Advisors since 2023 and previously held roles at AE Wealth Management, LLC, and Client One Securities, LLC. In addition to his financial advisory work, Carlin is a self-employed playwright. Foundations Investment Advisors provides financial planning and portfolio management services to a diverse client base, including individual, high-net-worth, and institutional clients. The firm uses a combination of fundamental, technical, and cyclical analysis along with model portfolios and asymmetric rebalancing to guide investment decisions.

Burton Willingham is a financial advisor with Chilton Capital Management LLC in Houston, TX. He holds a Series 63 designation and has 23 years of industry experience. His prior roles include positions at Texan Capital Management, Inc. and Moncrief Willingham Energy Advisers, L.P. Chilton Capital Management provides discretionary portfolio and wealth management services to individuals, high-net-worth clients, pooled vehicles, and institutional accounts. The firm employs a fundamental, bottom-up research process focused on long-term capital growth and income, offering dedicated strategies across equities, fixed income, ETFs, and alternative investments.

Alex Zengo is a financial advisor with Americana Partners, LLC in Houston, TX, holding Series 63 and Series 65 licenses and having 25 years of industry experience. His prior work includes roles at Saxony Securities, Inc, Purshe Kaplan Sterling Investments, Inc., and Morgan Stanley. He is also involved with Americana Partners International, a division serving international clients. Americana Partners provides financial planning, consulting, and discretionary investment and wealth management services to individuals, trusts, estates, charitable organizations, and business entities. The firm offers tailored portfolio management, utilizing a range of investment vehicles and third-party platforms, and serves as adviser to multiple private pooled investment vehicles for qualified investors.

Philip Pilibosian is a financial advisor at Arax Advisory Partners with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at U.S. Capital Wealth Advisors and Hitherlane Partners. He serves as an advisory committee member for real estate funds ApexOne Multifamily Fund III and IV. Arax Advisory Partners is an SEC-registered, multi-team wealth manager with over 200 advisors, overseeing approximately $26.5 billion in assets. The firm serves individuals, high-net-worth clients, family offices, institutions, and retirement plans, offering financial planning, portfolio management, retirement plan consulting, and advisory services to pooled private funds. Arax integrates internal management, third-party models, and tailored asset allocation, and it distinguishes itself with performance-based fee arrangements and a broad institutional footprint.

Christian Taylor is a financial advisor at Blackridge Asset Management, LLC with 16 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at several firms, including NEXT Financial Group, Inc. and Waddell & Reed. Blackridge Asset Management provides financial planning, investment management, and consulting services to individuals, high-net-worth clients, trusts, estates, corporations, retirement plans, and charitable organizations. The firm utilizes a network of investment adviser representatives and offers tailored portfolio management through affiliated platform managers and third-party providers.

Kirk Freedle is a financial advisor with Sunbelt Securities, Inc. in Westminster, CO, holding the ChFC® and Series 63 designations and bringing 30 years of industry experience. His prior roles include positions at Familywealth, Advisersource.Com, Jolliffe Capital, and he has operated Innovative Financial Partners, LLC since 2004. Freedle serves as president of the Colorado Fallen Fire Fighters Foundation, a charitable organization supporting families of fallen firefighters. Sunbelt Securities serves individual investors, charitable organizations, and corporate clients through a network of 68 advisors, managing approximately $2.0 billion in assets. The firm provides portfolio management, financial planning, and third-party money manager referrals, with a focus on discretionary asset management delivered at the advisor level.

Ryan Corkran is a financial advisor with Symphony Financial, Ltd. Co. based in Houston, TX. He holds Series 63 and Series 65 licenses and has 11 years of industry experience. His prior experience includes roles at LPL Financial and Equitable Advisors. 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 framework using a range of securities and tailors portfolios to client risk profiles, supporting ERISA 3(21) retirement-plan work and offering multi-family office services.

Stephen Carter is a financial advisor with Sowell Management in Houston, TX, holding Series 63 and Series 65 credentials and 10 years of industry experience. He previously worked at Amegy Bank National Association for nine years and is a partner at Weaver and Tidwell L.L.P., where he manages the financial advisor services affiliate. Sowell Management is a multi-team registered investment adviser serving individuals, retirement plans, corporations, and other RIAs through discretionary and non-discretionary portfolio management and financial planning. The firm employs multiple management styles and offers a range of solutions including model portfolios, third-party manager selection, and unified managed account platforms.

Brandon Young is a CFP® with 21 years of experience in the financial services industry. He has worked at Willis Johnson Wealth since 2019 and previously spent 12 years with Invesco Advisers, Inc. He is based in Houston, TX. Willis Johnson Wealth serves corporate professionals, executives, and high-net-worth individuals and their families, offering comprehensive financial planning and investment management. The firm employs an evidence-based, tax-aware investment approach and provides services including retirement planning, trust and estate planning, tax preparation through an in-house CPA, and access to private market investments.

David Lee is a financial advisor at Foundations Investment Advisors LLC in Houston, TX, holding a Series 66 designation with nine years of industry experience. His previous roles include positions at Edward Jones and LPL Financial. He is also involved with Impact Partners Financial, where he engages in insurance sales and services. Foundations Investment Advisors provides financial planning and portfolio management to individuals, high-net-worth clients, retirement plans, and registered investment companies, utilizing a mix of fundamental, technical, and cyclical analysis combined with model portfolios and an asymmetric rebalancing approach.

Shane Bulgerin is a financial advisor at CORDA Investment Management, LLC with 14 years of industry experience. He holds the Series 66 designation and has worked at firms including Churchill Management and Merrill. Based in Houston, TX, he joined CORDA in 2022. CORDA Investment Management is a multi-team registered investment adviser managing approximately $2.0 billion in client assets for about 1,359 clients through a team of around 30 advisors. The firm provides discretionary portfolio management and integrated financial planning to individuals, including high-net-worth clients, as well as pension consulting and tax preparation services.

Charles Rawl is a financial advisor at Sunbelt Securities, Inc. in Houston, TX, with 30 years of industry experience. He holds the CFP® and ChFC® designations and has worked at Sunbelt Securities since 2009. Rawl operates his own investment and insurance-related businesses under Charles W. Rawl & Associates, LLC, including fixed life insurance, annuities, group medical insurance, life settlements, and estate planning services. Sunbelt Securities serves individual investors, charitable organizations, and corporate clients through a network of 68 advisors, managing approximately $2.0 billion in assets. The firm offers portfolio management, financial planning, and consulting, with a focus on discretionary management and a dual registration as both a broker-dealer and registered investment adviser.

Rachel Ballengee is a CFP® with 19 years of industry experience. She has worked at The Mather Group, LLC since 2021 and was previously with intrua Financial for eight 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 employs an evidence-based investment approach with customized portfolio options and incorporates AI and machine-learning tools alongside human oversight in its processes.

Enrique Araiza is a financial advisor at Arax Advisory Partners with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Titleist Capital, BB&T Scott & Stringfellow, and USCA Securities. Arax Advisory Partners is a multi-team wealth manager overseeing approximately $26.5 billion in regulatory assets and serving individuals, high-net-worth clients, family offices, institutions, and retirement plans. The firm employs a combination of internal and external portfolio management and uses tailored asset-allocation strategies alongside performance-based fee arrangements and carried interest structures for certain qualified investors and private funds.

Romelia Legg is a financial advisor at Arax Advisory Partners in Houston, TX, with two years of industry experience. She holds a Series 66 designation and previously worked at U.S. Capital Wealth Advisors, LLC, USCA Securities LLC, and has experience outside finance including roles at the University of Houston and Dick's Sporting Goods. Arax Advisory Partners is an SEC-registered, multi-team wealth manager overseeing approximately $26.5 billion in assets through a team of 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 strategies.

Deborah Ellis is a financial advisor at Arax Advisory Partners with 14 years of industry experience. She holds the Series 66 designation and has previously worked at US Capital Wealth Advisors and W Hamilton and Co, LLC. Arax Advisory Partners is a multi-team, SEC-registered wealth management firm overseeing approximately $26.5 billion in assets. The firm serves individuals, high-net-worth clients, family offices, institutions, and retirement plans through financial planning, portfolio management, retirement plan consulting, and advisory services to pooled private funds.

Arthur Brand is a financial advisor at OneSeven with 21 years of industry experience. He holds the Series 66 designation and has worked at firms including Merrill, Raymond James Financial Services, Blue Cross Blue Shield of Texas, and Apollon Wealth Management. He also serves as a branch manager at HTR Wealth Management in Houston. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm offers discretionary portfolio management, financial planning, retirement-plan consulting, and educational seminars, employing a primarily long-term investment approach with access to diverse asset types and third-party managers.

John Siegel is a CFP® with 10 years of industry experience, currently serving at Willis Johnson Wealth in Houston, TX. He previously worked at JP Morgan Securities LLC for three years. Outside of his advisory role, Siegel is a director on the Board of the St. Stephen's Endowment Fund, where he oversees investment management and compliance matters. 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 services including in-house tax preparation and private market investments.