Ryan Mcdonnell is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Sunbelt Securities, Inc. since 2016. He previously worked at LPL Financial from 2009 to 2016. In addition to his advisory role, he serves on the board of directors for Budget Central LLC, a tax consulting and preparation firm based in Texas. Sunbelt Securities, Inc. provides investment advisory and related services to individual and institutional clients through a network of representatives. The firm offers a range of investment approaches and programs, including a wrap-fee program, standalone financial planning, and referrals to third-party money managers.

Donald Roberts is a CFP® with eight years of industry experience, currently serving as an advisor at Mission Wealth Management, LP. He previously worked at Logic Capital Management, LLC for five years and spent 23 years with Westwood Holdings Group (formerly Woodway Financial Advisors). Outside of his advisory role, he is president of Silver Fox Advisors, a consulting and mentoring organization. Mission Wealth Management is an SEC-registered, multi-team advisory firm serving affluent individuals, families, and institutional clients. The firm offers customized wealth management and financial planning services using long-term strategies that incorporate ETFs, mutual funds, individual securities, alternative investments, and third-party sub-advisors.

Karen Frankfort is a financial advisor at Arax Advisory Partners with 27 years of industry experience. She holds Series 63 and Series 66 credentials and has worked previously at U.S. Capital Wealth Advisors and USCA Securities. Outside of her advisory roles, she has engaged in cosmetic sales as a Mary Kay sales agent. Arax Advisory Partners is a multi-team wealth manager overseeing approximately $26.5 billion in assets and serving individuals, high-net-worth clients, family offices, institutions, and retirement plans. The firm employs a combination of internal portfolio management, third-party models, and external managers to meet client objectives and offers services including financial planning, portfolio management, and advisory services to private funds.

Peter Acquaro is a financial advisor with Gradient Securities, LLC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked at Houston Retirement Solutions, LLC, Ohio National Financial Services, The ON Equity Sales Co., and The Fitzpatrick Group, LLC. Outside of his advisory work, he serves as chairman of the Public Safety Committee for the Southwest Management District, a quasi-government agency focused on community development in Southwest Houston. Gradient Securities, operating as Gradient Wealth Management, provides financial planning, consulting, third-party manager referrals, and non-discretionary asset management to individuals, pension and profit-sharing plans, trusts, estates, corporations, and other entities. The firm combines SEC-registered advisory services with broker-dealer activities and utilizes third-party managers while maintaining a focus on client approval for investment decisions.

Courtney Garner is a financial advisor with intrua Financial in Houston, TX, holding a Series 66 designation and bringing 12 years of industry experience. She has been with intrua Financial since 2015 and concurrently associated with LPL Financial since 2014. Garner also serves as Director of Financial Planning for Freedom Wealth Alliance, a registered investment advisor. 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 utilizes a combination of fundamental analysis, modern portfolio theory, and technical and cyclical analysis to create customized asset allocations and investment policy statements, offering both discretionary and non-discretionary management.

Samuel Morales is a financial advisor with Insigneo Advisory Services, LLC in Houston, TX, holding Series 63 and Series 65 licenses with 11 years of industry experience. He has previously worked at PNC Investments, Pershing LLC, and BBVA Compass Insurance Agency, among other roles. Morales is also the owner of SMAS Investments LLC, a pass-through entity for tax purposes. Insigneo Advisory Services provides investment advisory and consulting services to retail and institutional clients, offering both discretionary and non-discretionary portfolio management. The firm uses a committee-driven investment process combined with advisor-led portfolio construction, incorporating global asset classes and third-party macroeconomic research to align with client objectives.

Shaheen Ladhani is a financial advisor at Avidian Wealth Solutions with 14 years of industry experience. He holds the Series 66 designation and previously worked at Goldman, Sachs & Co. for 12 years. Ladhani serves on the Board of Directors and Investment Committee at the Center for Adults with Disabilities. Avidian Wealth Solutions is an SEC-registered firm serving individuals, high-net-worth families, businesses, retirement plans, and institutional clients. The firm employs a model-based investment approach supplemented by sub-advisors and separately managed accounts, and it also acts as a fund sponsor and sub-adviser, providing a range of investment management and advisory services.

Samuel Labordus is a financial advisor with Symphony Financial, Ltd. Co. in Houston, TX. He holds a Series 66 designation and has experience working at LPL Financial and Symphony Financial since 2025. Prior to entering the financial industry, he spent several years in educational roles within Texas school districts. Symphony Financial, Ltd. Co. 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 employs a long-term investment approach that integrates fundamental and technical analysis, tailoring portfolios to client risk profiles and objectives.

Duncan Pham is a financial advisor with Packerland Brokerage Services, Inc. based in Houston, TX. He holds a Series 66 designation and has 13 years of industry experience, including prior roles at Cetera and HD Vest. Outside of his advisory work, he is the owner of D T Pham & Associates PLLC, a legal services firm, and serves as director and president of two charitable foundations, The Khetsun Foundation and Code Danna Foundation. Packerland Brokerage Services, Inc. serves individual and institutional clients through a network of 176 advisors managing approximately $1.358 billion in assets. The firm offers a range of financial planning and portfolio management services, including access to third-party money managers and multiple advisory platforms.

Elisa Flores is a financial advisor at Arax Advisory Partners with 18 years of industry experience. She holds a Series 66 designation and previously worked at U.S. Capital Wealth Advisors, LLC, and USCA Securities LLC. Arax Advisory Partners is a multi-team SEC-registered wealth manager overseeing approximately $26.5 billion in regulatory assets. The firm serves individuals, high-net-worth clients, family offices, institutions, and retirement plans, offering a range of services including financial planning, portfolio management, and retirement plan consulting.

Michael Kovalsky is a CFP® professional with six years of industry experience, currently serving as an advisor at The Mather Group, LLC. His career includes nine years at Flato, Williams & Patterson prior to joining The Mather Group. Outside of his advisory role, he manages a competitive BBQ cooking team called Three Brisketeers. The Mather Group primarily serves high-net-worth individuals, family offices, trusts, corporations, and other entities, providing a combination of financial planning, investment management, tax and estate planning, and family office services. The firm employs an evidence-based investment approach with multiple risk-based allocation models and customization options, integrating advanced AI and machine-learning tools while maintaining human oversight.

Leah Naish is a financial advisor at Mission Wealth Management, LP in Houston, TX, holding a Series 65 registration. She has one year of industry experience, having previously worked in various roles at companies including Hewlett Packard Enterprise and Infosys. Mission Wealth Management is a multi-team advisory firm serving affluent individuals, families, and institutional clients through customized wealth management and financial planning. The firm employs long-term investment strategies across a diverse range of asset classes and offers discretionary account management along with specialized consulting services.

Martin Limbaugh is a financial advisor with Kovack Advisors, Inc. in Houston, TX, holding a Series 66 designation and three years of industry experience. He has been involved with Kovack Securities since 2023 and operates his own related businesses, including Limbaugh Capital and Limbaugh Trading & T. Outside of advisory work, he manages Limbaugh Trading and Transport LLC. Kovack Advisors, Inc. is a multi-team registered investment adviser with approximately 260 advisors and over $6 billion in client assets, serving a diverse client base including individuals, pension plans, charitable organizations, banks, and government entities. The firm uses an Envestnet-supported investment process that incorporates risk tolerance assessments and employs both internal models and third-party managers to construct and manage client portfolios.

Thomas Brown is a financial advisor at Avidian Wealth Solutions with 15 years of industry experience. He holds a Series 65 designation and previously worked at RJ Capital, LLC for 12 years before joining Avidian. Avidian Wealth Solutions is an SEC-registered advisory firm serving individuals, high-net-worth families, businesses, retirement plans, and institutional clients. The firm manages approximately $3.99 billion in assets using model-based managed solutions, sub-advisors, and tailored allocations, while also acting as a fund sponsor and sub-adviser to affiliated funds.

John Gualy is a CFA® charterholder with 28 years of industry experience, currently serving at Eagle Global Advisors LLC since 1996. He holds a Series 65 license and is based in Houston, TX. Eagle Global Advisors manages portfolios for individual investors, retirement plans, financial institutions, trusts, endowments, and investment companies, employing a combination of top-down and bottom-up analysis with proprietary quantitative models and fundamental research. The firm offers discretionary, client-specific strategies across multiple asset classes and serves as an adviser to pooled private funds, mutual funds, and ETFs.

Jonathan Chamberlain is a financial advisor at Sunbelt Securities, Inc. based in Houston, TX, holding a Series 66 designation with nine years of industry experience. He has been with Sunbelt Securities since 2016 and is also involved in bookkeeping and tax services through Neil Chamberlain CPA. Sunbelt Securities provides investment advisory and related services to individual and institutional clients through a network of investment adviser representatives. The firm offers customized portfolio management, financial planning, and access to third-party money managers, employing a variety of investment approaches without a standardized model across advisers.

Nathaniel Galloway is a financial advisor at Arax Advisory Partners with seven years of industry experience. He holds the Series 66 designation and previously worked at U.S. Capital Wealth Advisors, LLC, and USCA Securities LLC. Prior to his career in finance, he spent ten years at Exxon Mobil Fuels & Lubricants and was involved with IAMAW Local Lodge 12 for eight years. Arax Advisory Partners is an SEC-registered, multi-team wealth manager overseeing approximately $26.5 billion in regulatory assets across more than 200 advisors. The firm serves individuals, high-net-worth clients, family offices, institutions, and retirement plans through a combination of internal portfolio management, third-party models, and tailored asset allocation.

Ryan Herche is a financial advisor with Brookwood Investment Group in Houston, TX, holding a Series 65 license and three years of industry experience. He has been with Brookwood since 2025 and has prior experience at Redwood Private Wealth, Redwood Tax Specialists, and Cash Balance Advisors. Outside of his advisory work, he is involved in several business activities including marketing and operations management through Glidepath Marketing LLC and leadership roles at Cash Balance Advisors and Redwood Tax Specialists. Brookwood Investment Group is a multi-advisor registered investment adviser managing approximately $1.06 billion for over 3,100 clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services, utilizing a range of passive, active, tactical, and blended investment strategies.

Zach Granberry is a financial advisor with Northern Trust Securities, Inc., holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His previous roles include positions at Texas Capital Bank, Sanford C. Bernstein & Co., LLC, and JPMSI. He serves as Executive Vice President at Texas Capital Bank, focusing on business development. Northern Trust Securities, Inc. is a subsidiary of Northern Trust Corporation that offers discretionary portfolio management through model-driven wrap fee programs. It serves high-net-worth individuals, retail investors, and institutional clients with portfolios integrating proprietary and third-party products, supported by brokerage, custody, and advisory services.

Jerry Judd is a Series 65-licensed financial advisor at Compass Financial Management LLC in Houston, TX, with one year of industry experience. Prior to joining Compass in 2026, he worked for Alcon Laboratories for 38 years and was retired for five years before starting his advisory career. Compass Financial Management LLC serves individual and high-net-worth clients, as well as pension and profit-sharing plans, offering discretionary investment management, retirement-plan consulting, and participant education. The firm employs a multi-advisor approach and utilizes various investment strategies, including individual equities, fixed income, mutual funds, ETFs, and both internal and third-party managed portfolios.