Jacob Hansink is a financial advisor at Willis Johnson Wealth in Houston, TX, holding a Series 65 credential with one year of industry experience. His background includes military service in the United States Air Force and roles in education, automotive, and construction sectors. Willis Johnson Wealth provides comprehensive financial planning and investment management primarily for corporate professionals, executives, and high-net-worth individuals. The firm employs an evidence-based, tax-aware investment approach and offers a range of model strategies alongside tailored solutions, supported by in-house CPA tax services and a Families Program that coordinates household accounts.

Ryan Patterson is a CFP®, CFA®, and holds a Series 66 license with 19 years of industry experience. He has been with Linscomb Wealth, Inc. in Houston, TX since 2012. Linscomb Wealth provides comprehensive wealth planning and investment management services to individuals, families, trusts, charitable organizations, retirement plans, and other entities, including specialized family office services. The firm’s investment approach involves customized policy statements and diversified portfolios managed on a discretionary basis with attention to client-specific factors.

Scott Selzer is a financial advisor at Arax Advisory Partners with 30 years of industry experience. He holds a Series 66 designation and has previously worked at U.S. Capital Wealth Advisors, LLC and USCA Securities LLC. Arax Advisory Partners is an SEC-registered, multi-team wealth manager 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 tailored asset-allocation strategies, and is notable for its use of performance-based fee arrangements and carried-interest structures for certain qualified investors and private funds.

John Fleckenstein is a financial advisor with Sunbelt Securities, Inc. in Houston, TX, holding a Series 66 designation and 14 years of industry experience. He has been with Sunbelt Securities since 2012. Outside of his advisory role, he serves as president of the Texas Hill Country Young Professionals and is a board member of The Special Opportunity Center of Kerrville. Sunbelt Securities, Inc. provides investment advisory and related services to individual and institutional clients through a network of representatives, offering solutions such as wrap-fee programs, standalone financial planning, and referrals to third-party money managers. The firm employs a range of investment strategies tailored by individual advisers rather than a single uniform model.

Ryan Mcdonnell is a CFP® professional with 16 years of industry experience. He has worked at Sunbelt Securities, Inc. since 2016 and previously spent seven years at LPL Financial. Outside of his advisory role, he serves on the board of directors for Budget Central LLC, a nonprofit focused on financial education and assistance. 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 consulting services, with an emphasis on discretionary management delivered through a network of investment adviser representatives.

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, holding Series 63 and Series 65 licenses and 10 years of industry experience. His prior roles include positions at PNC Investments, Pershing LLC, and BBVA entities. Outside of his advisory role, he manages SMAS Investments LLC, a pass-through entity for tax purposes. Insigneo Advisory Services, LLC provides investment advisory and portfolio management to a diverse client base including individuals, corporations, trusts, institutional clients, and banking institutions. The firm employs a combination of customized allocations and firm-modeled portfolios overseen by an Investment Committee, utilizing various asset classes and permitting client-imposed restrictions.

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. He holds the Series 66 designation and has 13 years of industry experience. His prior roles include positions at Cetera and HD Vest Advisory Services. Outside of advising, he is the owner of a legal services firm and serves as director and president of two charitable foundations in Houston. Packerland Brokerage Services, Inc. serves individuals, charities, corporations, and retirement plan sponsors with financial planning, portfolio management, and advisory program access. The firm offers both brokerage and advisory pathways, combining individualized financial planning with discretionary or non-discretionary account management and utilizes various managed account options and automated rebalancing tools.

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. based in Houston, TX. He holds a Series 66 designation and has two years of industry experience. Limbaugh has also been involved with Limbaugh Capital and Limbaugh Trading & T since 2020, and he has business experience dating back to 2013 with Titleistland Company. Kovack Advisors, Inc. is an SEC-registered enterprise investment adviser serving a diverse client base that includes individuals, corporations, pension and profit-sharing plans, and banking institutions. The firm offers discretionary and non-discretionary asset management, financial planning, and third-party manager recommendations, with an investment approach focused on diversified asset-class exposure primarily through mutual funds and ETFs.

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.