Caleb La Vergne is a financial advisor at Arax Advisory Partners in Houston, TX, holding a Series 66 designation with one year of industry experience. His prior roles include positions at USCA Securities LLC, US Capital Advisors, and the University of Houston. Outside of finance, he has been involved with local organizations such as the Houston Dog Walking Club and Meadowlake Pet Resort. Arax Advisory Partners provides wealth management and advisory services to individuals, high-net-worth clients, family offices, institutions, and businesses. The firm employs a fiduciary approach using a combination of in-house teams, external managers, and alternative investments, supported by AI tools and third-party analytics.

Thomas Whitby III is a CFP® with 30 years of industry experience, currently advising at Mission Wealth Management, LP since 2025. His prior experience includes roles at Logic Capital Management, LLC for 13 years, LPL Financial for 10 years, and Houston Advisors. He is also appointed with various life insurance and annuity companies. Mission Wealth Management serves high-net-worth individuals, families, and institutional clients by providing wealth management, financial planning, and investment management services. The firm integrates investment management with tax, trust, legacy, philanthropy, and risk planning, utilizing both internal and third-party sub-advisors to tailor portfolios and service tiers to client needs.

Jennifer Marshall is a financial advisor at Chilton Capital Management LLC in Houston, TX, holding a Series 65 designation with two years of industry experience. She has been with Chilton Capital Management since 2020 and previously worked at Westwood Holdings Group, Inc. for 20 years. 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 and a fundamental, bottom-up research process focused on long-term capital growth and income, offering a variety of investment strategies and serving clients such as insurance companies and registered investment companies.

Christopher Bourgeois is a financial advisor with World Equity Group, Inc. in Houston, TX, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His previous roles include positions at Raymond James Financial, Questar Asset Management, and Securian Financial Services. Outside of advisory work, he is a partner in a business consulting firm focused on executive retention and business transition. World Equity Group, Inc. provides fee-based investment advisory and financial planning services to a range of clients, including individuals, pension plans, trusts, and charitable organizations. The firm offers managed portfolios through its wrap-fee programs that combine discretionary portfolio management, financial planning, and access to third-party money managers.

Ana Salas is a CFP®-certified financial advisor with 25 years of industry experience, currently with intrua Financial. Her prior experience includes roles at Private Advisor Group, LPL Financial, and Concourse Financial Group Securities. She is based in Houston, TX. Intrua Financial is an SEC-registered multi-team advisory firm serving individuals, high-net-worth clients, trusts, foundations, and retirement plans. The firm employs a blend of fundamental, technical, and cyclical analysis to create customized investment strategies and provides a range of advisory and consulting services.

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, holding a Series 66 designation with three years of industry experience. Her prior roles include positions at RBC Capital Markets, Charles Schwab Bank SSB, Charles Schwab & Co., Inc., Frost Bank, Sprint, and Home Depot. Linscomb Wealth provides wealth planning, portfolio management, and investment consulting services to individuals, high-net-worth and ultra-high-net-worth clients, trusts, foundations, and retirement plans. The firm’s approach includes model asset-allocation portfolios, ongoing rebalancing, and collaboration with an internal Investment Committee to customize portfolios based on client goals and restrictions.

Amanda Ton is a financial advisor with Arax Advisory Partners, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. Her prior roles include positions at U.S. Capital Wealth Advisors, USCA Securities LLC, J.P. Morgan Securities, and Chase Investment Services Corp. Outside of advising, she is the owner of ADATIS Corp & ADATIS Ltd, a holding company for personal real estate investments. Arax Advisory Partners provides wealth management and advisory services to a diverse client base including individuals, high-net-worth clients, family offices, institutions, and businesses. The firm offers discretionary and non-discretionary portfolio management, comprehensive financial planning, and various advisory services, employing a fiduciary approach with in-house and external portfolio management teams utilizing a range of traditional and alternative investments.

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 at CORDA Investment Management, LLC with four years of industry experience. He holds a Series 65 designation and previously worked at Houston Methodist for eight years. CORDA Investment Management is a multi-team registered investment adviser managing approximately $2.0 billion in client assets for over 1,300 clients. The firm offers discretionary portfolio management and integrated financial planning to individuals, including high-net-worth clients, as well as pension consulting, tax preparation, and estate-planning document services.

Matthew Werner is a CFA® charterholder based in Houston, TX, with 15 years of experience in the financial industry. He has been with Chilton Capital Management LLC since 2011. 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 approach across various dedicated strategies and integrates financial planning into its wealth management offerings.

Debra Parant is a CFA® charterholder with 26 years of experience in the financial industry. She is currently with Arax Advisory Partners and has held previous roles at U.S. Capital Wealth Advisors and several USCA-related firms. Arax Advisory Partners serves a diverse client base, including individuals, high-net-worth clients, family offices, institutions, and businesses. The firm offers both discretionary and non-discretionary portfolio management, financial planning, and private fund advisory, utilizing a combination of in-house teams, external managers, and alternative investments.

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.

Patricia Trieglaff is a financial advisor with Arax Advisory Partners, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. Her career includes 22 years at UBS Financial Services and roles at USCA Securities LLC and U.S. Capital Wealth Advisors, LLC. Arax Advisory Partners serves a diverse client base, including individual and high-net-worth clients, family offices, institutions, and businesses. The firm offers a range of services such as portfolio management, financial planning, retirement plan consulting, and private fund advisory, utilizing both in-house teams and external managers with a mix of traditional and alternative investments.

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.