Jonathan Adams is a Series 65-licensed advisor at OneSeven in Houston, TX, with one year of industry experience. His prior experience includes two years at Bradley Arant and academic roles at the University of Texas School of Law and Rice University. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, offering portfolio management, financial planning, and consulting. The firm employs a primarily long-term investment approach with diversified portfolios and utilizes third-party platforms and independent managers.

Danielle Davis is a financial advisor at ON Investment Management Company with 22 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Fidelity and Guaranty, American General Life Insurance, and AIG Capital Services. ON Investment Management Company is a SEC-registered investment adviser that provides financial planning, portfolio management, and retirement-plan advisory services to individuals, families, trusts, estates, charitable organizations, businesses, and ERISA plan sponsors. The firm offers a mix of discretionary and non-discretionary management and incorporates third-party investment programs alongside its proprietary services.

Marques Cormier is a financial advisor with HUB Investment Partners, LLC in Houston, TX, holding Series 63 and Series 66 credentials and 17 years of industry experience. Prior to joining HUB Investment Partners in 2020, he worked at ZT Wealth Advisory for four years. He serves on the board of Foundation 99 in San Marcos, Texas, contributing to fundraising strategy and volunteer financial coaching. HUB Investment Partners serves a diverse client base including institutional, corporate, municipal, and high-net-worth individual clients. The firm employs a combination of active and passive investment strategies and offers discretionary and non-discretionary portfolio management along with specialized services for banking and municipal clients.

Kimberly Meade is a CFP® with 10 years of industry experience, currently associated with The Wealth Consulting Group. Her prior roles include positions at LPL Financial and Sovereign Wealth Advisors. She also serves as a notary, a role she has maintained since 2014. The Wealth Consulting Group provides fee-based wealth management, portfolio management, financial planning, and retirement-plan advisory services to a diverse client base including individuals, corporate plan sponsors, charities, and trusts. The firm employs a tailored investment process combining fundamental, technical, macroeconomic, and quantitative analysis, and integrates legal-service pathways to support estate-document completion and fiduciary services.

Karl Krueger is a financial advisor at Avidian Wealth Solutions in Houston, TX, holding a Series 66 designation with 26 years of industry experience. He has been with Sta Wealth Management, LLC since 2015. 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 and offers a range of services including discretionary portfolio management, financial planning, and ERISA-plan advisory work, utilizing model-based managed solutions and sub-advisory arrangements.

Farokh Billimoria is a CFP® with 24 years of industry experience, currently serving at Sowell Management. He previously worked at Concert Wealth Management, Inc. and operates a CPA practice dating back to 1983. Outside of his advisory work, he spends part of the year on tax preparation and has spoken for The American Financial Education Alliance. Sowell Management is a multi-team registered investment adviser serving individuals, retirement plans, corporations, and other RIAs with a range of portfolio management and financial planning services. The firm offers various investment styles, including strategic and tactical allocation, model portfolios, and third-party manager selection, supported by an independent-contractor model of more than 100 advisors.

Thomas Payne is a financial advisor with Calton & Associates, Inc. in Houston, TX, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has worked at Calton & Associates since 2015 and previously spent 11 years with Tri Star Advisors. Calton & Associates serves individual investors, retirement plans, trusts, estates, and other retail clients by providing portfolio management, fee-based financial planning, retirement plan consulting, and access to third-party money managers. The firm offers multiple investment program structures and uses a range of analytic approaches tailored to client goals, risk tolerance, and liquidity needs.

Matthew Britton is a CFP® and holds a Series 66 license with six years of industry experience. He has worked at Linscomb Wealth, Inc. since 2024 and previously spent five years at Edward Jones. Linscomb Wealth provides comprehensive wealth planning and investment management services to a wide range of clients, including high-net-worth individuals, families, trusts, and charitable organizations. The firm employs a customized investment approach overseen by an Investment Committee and offers specialized family office services.

Nicholas Prangner is a CFP® with 19 years of industry experience, currently serving at World Equity Group, Inc. since 2020. He previously worked at IMG Financial Group and Securian Financial Services INC for a combined 11 years. Outside of his advisory role, he is involved with Exponent Prosperity Accelerator Advisors LLC, focusing on business development and executive retention. 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 program, combining discretionary portfolio management with financial planning and access to third-party managers.

Andrea Young is a financial advisor at HBW Advisory Services LLC with two years of industry experience. She holds a Series 65 credential and previously worked for Gentec Inc for 20 years before retiring in 2023. Outside of her advisory role, Young is also active as an insurance agent selling final expense insurance policies. HBW Advisory Services manages approximately $1.75 billion in assets and serves individuals, families, charitable organizations, businesses, and retirement plans. The firm employs a blended investment approach using third-party money managers and model portfolios, and it provides a mix of retail, institutional, and intermediary services, including sub-advisory and retirement-plan subscription offerings.

Shannon Willems is a financial advisor at New Edge Wealth with 14 years of industry experience. He holds a Series 66 designation and previously worked at Sanford C. Bernstein & Co., LLC for 12 years. Willems has been with New Edge Wealth and its affiliated broker-dealer since 2026. New Edge Wealth primarily serves ultra-high-net-worth individuals, families, family offices, foundations, trusts, and other institutional clients. The firm focuses on asset allocation and investor behavior, tailoring portfolios through a combination of independent managers, model strategies, and proprietary investment solutions, supplemented by AI-assisted analytics with human oversight.

Annelise Bovet is a CFP® and holds a Series 65 license with nine years of industry experience. She has worked at Robertson Stephens Wealth Management since 2021 and previously held roles at Collaboration Capital LLC, Perigon Wealth Management, and Chilton Capital Management. Bovet is also a licensed Notary Public. Robertson Stephens Wealth Management provides investment advisory services to a diverse client base, including high-net-worth individuals, families, trusts, estates, charitable organizations, and retirement plans. The firm combines individualized advisor guidance with centrally managed model portfolios and oversight by an Investment Office and Committee, offering access to public and private funds along with comprehensive financial planning and family office services.

Dean Boebinger is a Certified Financial Planner (CFP®) with 25 years of industry experience. He has been with Strategic Financial Concepts, LLC since 2010 and also maintains a long-term association with King Investment Advisors, Inc. since 2000. Strategic Financial Concepts provides personalized investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth households, retirement plans, and institutional clients. The firm employs a combination of fundamental and technical analysis, model portfolios, and third-party manager solutions to deliver discretionary portfolio management and integrated financial planning.

Peyton Denney is a financial advisor at Arax Advisory Partners with two years of industry experience and holds a Series 66 designation. Before joining Arax, Denney worked at USCA Securities LLC and US Capital Advisors. His background also includes roles at Stephen F. Austin State University and Cypress Creek High School. Arax Advisory Partners is a multi-team wealth manager overseeing approximately $26.5 billion in assets, serving individuals, high-net-worth clients, family offices, institutions, and retirement plans. The firm offers a range of services including financial planning, portfolio management, and retirement plan consulting, utilizing a combination of internal management and third-party relationships to implement client objectives.

Willis Johnson is a CFP® with over 43 years of experience in the financial services industry. He has been associated with Willis Johnson & Associates in various capacities since 2014 and previously worked at FSC Securities Corporation for 22 years. 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 follows an evidence-based, tax-aware investment approach and provides a range of services including retirement planning, estate planning, tax preparation through an in-house CPA, and access to private market investments.

Benjamin Kimla is a CFP® and holds a Series 65 license with 11 years of industry experience. He has worked at OneSeven since 2021 and previously held roles at Baron Financial Advisors, LLC and 121 Advisory Group LLC. Outside of advisory work, he is an independent insurance agent focused on life, health, and fixed insurance products. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, offering portfolio management, financial planning, and retirement-plan consulting. The firm employs a primarily long-term investment approach with diversified portfolios, access to alternatives, and both discretionary and non-discretionary arrangements.

Taylor Motsinger is a financial advisor at Avidian Wealth Solutions with four years of industry experience. He holds a Series 65 credential and has previously worked at RJ Capital and Holland & Knight. Before his advisory career, he spent six years at Florida State University. 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 and offers investment management, financial planning, and fiduciary services, implementing primarily model-based managed solutions supplemented by sub-advisors and tailored allocations.

Justin Purvis is a financial advisor with Symphony Financial, Ltd. Co. in Houston, TX, holding Series 65 and Series 66 licenses and bringing 14 years of industry experience. He has worked with Symphony Financial and LPL Financial since 2019 and previously spent three years at ADP. Symphony Financial serves individuals, trusts, estates, charitable organizations, and business entities through discretionary portfolio management, financial planning, and consulting. The firm offers multi-family office services, third-party management, and self-directed retirement account management, applying a long-term investment philosophy that incorporates fundamental and technical analysis.

Joshua Caltrider is a financial advisor with Americana Partners, LLC in Houston, TX, holding a Series 66 designation and 13 years of industry experience. His career includes roles at Morgan Stanley and Purshe Kaplan Sterling Investments before joining Americana Partners in 2019. He is also a co-founder of JEM Oil, LLC, an entity established for estate planning purposes to hold passive investments in oil well working interests. Americana Partners provides financial planning, consulting, and discretionary wealth management services to individuals—including high-net-worth and ultra-high-net-worth international clients—as well as trusts, estates, charitable organizations, and business entities. The firm customizes portfolios based on clients’ risk tolerances and objectives, utilizing a range of investment vehicles and technology platforms, and serves as investment manager or adviser to multiple private pooled investment vehicles offered to qualified investors.

Leslie Rich is a financial advisor at Arax Advisory Partners with 27 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at U.S. Capital Wealth Advisors and USCA Securities LLC. Outside of her advisory work, she serves as a director for Waylands Way, overseeing charitable fundraising, and operates a consulting practice assisting individuals going through divorce. Arax Advisory Partners is a multi-team wealth manager overseeing approximately $26.5 billion in assets and serving a diverse client base including individuals, family offices, institutions, and retirement plans. The firm employs a combination of internal management, third-party models, and tailored asset allocation, with notable use of performance-based fees and carried-interest structures for qualified investors.