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.

Anthony Thornton is a financial advisor with Regal Investment Advisors LLC, holding Series 63 and Series 66 credentials and possessing 30 years of industry experience. He has been associated with Thornton Wealth Management since 2001 and has held roles at firms including Regulus Financial Group and Summit Financial Group. Thornton is also a licensed insurance agent. Regal Investment Advisors, operating as LionShare, provides model portfolio implementation and discretionary investment management to unaffiliated registered advisers and their clients. The firm manages approximately $2.88 billion across proprietary and third-party strategies through a sub-advisory platform.

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.

Matthew Kirby is a financial advisor with Brighton Jones LLC in Houston, TX, holding a Series 66 credential and four years of industry experience. His prior roles include positions at Cerity Partners LLC, Avion Wealth LLC, Park Avenue Securities, Guardian Life Insurance, Inspire Financial Group, Grant Thornton, LLC, and Oral Roberts University. Brighton Jones provides wealth-management and financial planning services to individual, high-net-worth, and family-office clients through multiple brands, offering discretionary and non-discretionary portfolio management, financial planning, tax preparation, real-estate consulting, and family office administrative support. The firm employs a whole-balance-sheet approach and maintains an affiliated ecosystem including private investment funds, trust company services, and legal services for certain clients.

James Nakfoor is a financial advisor with Sunbelt Securities, Inc. in Houston, TX, holding Series 65 and Series 63 licenses and having 14 years of industry experience. He has worked at Sunbelt Securities since 2018 and has been involved with Palm Street Capital since 1996. Sunbelt Securities, Inc. provides investment advisory and related services to individual, including high-net-worth, and institutional clients through a network of investment adviser representatives. The firm offers various strategies and portfolio management approaches tailored to client objectives, including a wrap-fee program and financial planning services.

Wilson Boren is a CFA® charterholder with five years of industry experience. He currently serves as a financial advisor at Linscomb Wealth, Inc., where he joined in 2026. His prior experience includes roles at CIBC Private Wealth Advisors, Texas Capital Bank, Bbva Usa, and Cougar Investment Fund. Linscomb Wealth provides wealth planning, portfolio management, and investment consulting to individual, high-net-worth, and ultra-high-net-worth clients, as well as trusts, foundations, and retirement plans. The firm offers family office services and retirement-plan fiduciary consulting, constructing portfolios using a diverse range of investment strategies tailored to client goals and needs.

Roy Longoria is a CFP®-certified financial advisor with 24 years of industry experience, currently serving at Sunbelt Securities, Inc. in Houston, TX. He has been with Sunbelt Securities since 2010 and also operates Shores Longoria Retirement Plan Consultants, focusing on 401(k) plan business. Outside of his advisory work, he is involved in local delivery services through two logistics companies. 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 provides portfolio management, financial planning, and consulting services through a network of investment adviser representatives.

Kyle Campbell is a financial advisor with Symphony Financial, Ltd. Co. in Houston, TX, holding a Series 63 designation and seven years of industry experience. He previously worked at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company for seven years and has been involved with Hotaling Insurance since 2019. Outside of advising, he owns Saddle Up Fuel, a business that provides discount diesel fuel cards for businesses and horse and cattle associations. Symphony Financial, Ltd. Co. offers discretionary investment management, financial planning, and consulting services to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a long-term investment approach using a range of securities and often integrates multi-family office services and third-party management models to address broad family financial needs.

Juan Bolanos is a financial advisor at Insigneo Advisory Services, LLC with seven years of industry experience. He holds a Series 66 designation and has worked at firms including PNC Investments and BBVA Wealth Solutions. Outside of advisory work, he is a property owner. Insigneo Advisory Services, LLC provides investment advisory and portfolio management services to individual, corporate, trust, and institutional clients, including banking institutions. The firm offers a range of investment solutions such as discretionary and non-discretionary managed accounts, multi-asset portfolios, third-party manager oversight, and consulting services.

Sami Abboud is a financial advisor at World Equity Group, Inc. with one year of industry experience. He holds a Series 66 designation and has previously worked at SMART Group Houston and Scandrill, Inc. Outside of his advisory role, Abboud serves as Vice President of Business Development for Exponent Prosperity Accelerator Advisors and works as a Fixed Life Insurance agent with Innovative Capital Assurance. World Equity Group, Inc. provides fee-based investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm offers managed portfolios through its wrap-fee programs, incorporating discretionary portfolio management, financial planning, and third-party money managers using a risk-tolerance-based asset allocation approach.

Nnamdi Odi is a CFP® certificant with 17 years of industry experience, currently advising at Mercer Global Advisors Inc. in Houston, TX. His prior roles include positions at Westwood Wealth Management, Salient Capital L.P., and Fidelity, where he worked for over a decade. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, offering investment advisory alongside financial, tax, retirement, and estate planning services. The firm employs a globally diversified investment approach grounded in Modern Portfolio Theory and utilizes a blend of ETFs, index funds, separate account managers, and private funds.

Joseph Garcia is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and three years of industry experience. His prior work includes roles at the Internal Revenue Service in Research, Applied Analytics and Statistics, the Texas Juvenile Justice Department, and Central Texas College. Garcia also serves as a Human Resources Officer in the U.S. Army. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individual investors, employer-sponsored plans, trusts, and charitable organizations. The firm utilizes model portfolios and third-party managers across multiple advisory platforms to deliver its services.

John Dubeansky Jr. is a financial advisor with VOYA Financial Advisors, Inc. based in Houston, TX. He holds Series 63 and Series 65 licenses and has nine years of industry experience. He has worked at Voya Financial Advisors since 2016 and is currently president and CEO of TJD & Associates. Outside of advisory work, he serves as Sponsorship Lead and Commissioner for the Leander Youth Baseball & Softball Alliance. VOYA Financial Advisors, Inc. is an enterprise-scale firm providing financial planning, portfolio management, and retirement advisory services to individuals, pension plans, and organizations. The firm combines in-house and third-party strategies, using technology-enabled tools and operates as both an SEC-registered investment adviser and a FINRA-member broker-dealer.

Forrest Surles is a financial advisor with Eagle Strategies (NY Life) based in Houston, TX, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been associated with Eagle Strategies since 1999 and has longstanding affiliations with New York Life and related entities dating back to 1985. Outside of his advisory role, he volunteers with the Operation Game Thief Clay Tournament Committee, a philanthropic effort supporting Texas Game Wardens. Eagle Strategies serves a diverse client base including individual investors, institutional clients, and retirement plans, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes tailored recommendations, managing the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Juliana Cuervo is a Series 66-registered financial advisor with Citigroup Global Markets, based in Houston, TX. She has 17 years of industry experience, having previously worked at JPMorgan Securities LLC, JPMorgan Chase Bank NA, and Amerant Investments. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and execution services. The firm combines large institutional scale with unique market roles such as in-house research and swap dealer activities.

Laura Thompson is a financial advisor with Mercer Global Advisors Inc. in Houston, TX, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. She has been with Mercer Global Advisors since 2015, serving in various roles over that period. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments by providing investment advisory, financial, tax, retirement, and estate planning services. The firm’s investment approach relies on Modern Portfolio Theory and globally diversified, risk-appropriate portfolios using a combination of low-cost ETFs, index funds, separate account managers, and private funds.

Melchor Martinez is a financial advisor with VOYA Financial Advisors, Inc. in Houston, TX, holding a Series 66 designation and bringing 13 years of industry experience. His work history includes roles at Merrill, Bank of America, AXA Advisors, and Equitable Advisors. VOYA Financial Advisors, Inc. provides financial planning, portfolio management, and retirement advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm combines in-house and external strategies with technology-enabled tools to deliver both discretionary and non-discretionary investment solutions.

Thuong Nguyen is a financial advisor with Transamerica Financial Advisors in Houston, TX, holding Series 63 and Series 65 credentials and bringing 16 years of industry experience. His work history includes roles at Transamerica Financial Advisors since 2015, LSPN Pro, LLC, Blue Cross and Blue Shield of Texas, and Advance Technical Resources. Outside of advisory services, he is involved in health insurance enrollment and education, as well as operating a business building computers. Transamerica Financial Advisors serves a diverse client base, including individuals, pension plans, trusts, and corporations, offering both advisory and broker-dealer services through proprietary and third-party model portfolios. The firm operates as both a registered broker-dealer and RIA, with affiliated retirement and recordkeeping entities supporting plan clients.

John Galloway is a financial advisor with VOYA Financial Advisors, Inc. in Houston, TX, holding Series 63 and Series 66 credentials and bringing 30 years of industry experience. His prior roles include positions at Voya Financial Partners, LLC, and MSI Financial Services, Inc. He is also an independent insurance agent and president of Galloway Kucera Financial, which provides financial planning and investment management services. VOYA Financial Advisors, Inc. is an enterprise-scale firm offering financial planning, portfolio management, retirement-plan advisory services, and access to third-party money managers for individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm combines in-house and external strategists with technology-enabled tools to manage mostly non-discretionary client accounts alongside discretionary wrap and unified managed account programs.

Harold Minton is a Certified Financial Planner® with 20 years of industry experience, currently serving at Mercer Global Advisors Inc. in Houston, TX. His prior experience includes four years with Fidelity Investments. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, providing investment advisory and comprehensive financial, tax, retirement, and estate planning services. The firm’s investment approach is based on Modern Portfolio Theory and employs globally diversified, risk-appropriate portfolios using low-cost ETFs, index funds, separate account managers, and alternative investment platforms.