Michael Mithoff is a financial advisor at Americana Partners, LLC in Houston, TX, holding Series 65 and Series 63 licenses with 17 years of industry experience. His prior roles include positions at SP Securities, Hightower Securities, and several entities within Salient. Outside of his advisory work, he is the president and sole owner of Wasatch Strategic Investments, L.L.C., a personal investment vehicle. Americana Partners provides financial planning, consulting, discretionary investment, and wealth management services to individuals—including high-net-worth and ultra-high-net-worth international clients—as well as corporations, trusts, estates, and charitable organizations. The firm customizes portfolios through ongoing client consultations and discretionary management, utilizing a broad range of investment vehicles and strategies.

Jacob Borbidge is a CFA® charterholder with two years of industry experience. He has worked at Avidian Wealth Solutions since 2023 and was previously with Invesco for 19 years. He serves on the Investment Committee of the Greater Houston Community Foundation and acts as an expert witness on financial industry matters. Avidian Wealth Solutions is an SEC-registered advisory firm that serves individuals, high-net-worth families, businesses, retirement plans, and institutional clients. The firm employs model-based managed solutions supplemented by sub-advisors and tailored allocations, and it operates as both a fund sponsor and sub-adviser, offering a range of investment management and financial planning services.

William Busch is a financial advisor with Americana Partners, LLC in Houston, TX, holding Series 63 and Series 65 licenses and with 30 years of industry experience. His prior roles include positions at Morgan Stanley and Purshe Kaplan Sterling Investments. Outside of finance, he is involved in the wholesale sale of wine grapes through Fire Oak Vineyard. Americana Partners provides financial planning, consulting, and discretionary investment and wealth management services to individuals, trusts, estates, charitable organizations, and business entities. The firm customizes portfolios based on client risk tolerance and objectives, utilizing a range of investment vehicles and technology platforms, and manages multiple private pooled investment vehicles for accredited investors.

Harrison Shibley is a financial advisor at The Mather Group, LLC in Houston, TX, holding a Series 65 designation with two years of industry experience. His prior roles include positions at Q Investments and Nortech, as well as work at Texas Christian University and Benilde St Margarets. The Mather Group serves high-net-worth individuals, family offices, trusts, corporations, and other entities, offering financial planning, investment management, tax and estate planning guidance, and family office services. The firm employs an evidence-based investment approach with risk-based allocation models and customized portfolio options, integrating AI tools under human oversight to support market analysis and client communications.

Joshua Patterson is a CFP® with 27 years of experience in the financial industry. He is currently with Concurrent Investment Advisors, LLC and Wealth Partners Alliance, having previously worked at Avidian Wealth Solutions and IMS Financial Advisors. Patterson is involved in a personal financial business structure, Patterson Financial, LP, where he serves as general partner. Concurrent Investment Advisors, LLC is an SEC-registered firm providing wealth management, investment management, and financial planning services to individuals, families, trusts, businesses, and retirement plans. The firm manages approximately $15.7 billion in assets and employs a long-term, portfolio-driven investment approach using ETFs, mutual funds, and individual securities.

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.

Summer Roberts is a financial advisor at Foundations Investment Advisors LLC with seven years of industry experience. She holds a Series 65 credential and has worked previously at AE Wealth Management, LLC. Outside of her advisory work, Roberts serves as president and chairman of the board for Lola Business Development, Inc., and is a board member and treasurer at The Galloway School, a private Christian school. Foundations Investment Advisors is a multi-advisor registered investment adviser managing approximately $10.1 billion for nearly 30,000 clients through close to 300 investment adviser representatives. The firm offers portfolio management, financial planning, retirement-plan support, and sub-advisory services, using local advisers who tailor strategies with discretionary and non-discretionary management supported by model portfolios and third-party sub-advisers.

John Fleckenstein is a financial advisor with Sunbelt Securities, Inc. in Houston, TX, holding a Series 66 designation and 13 years of industry experience. He has been with Sunbelt Securities since 2012. Outside of his advisory role, Fleckenstein serves as president of the Texas Hill Country Young Professionals and is a board member of The Special Opportunity Center of Kerrville. Sunbelt Securities serves individual investors, charitable organizations, and corporate clients, managing approximately $2.0 billion across several thousand relationships. The firm provides portfolio management, financial planning, and third-party money manager referrals, with advisory services delivered primarily through its network of investment adviser representatives.

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®-certified financial advisor with eight years of industry experience. He has worked at Mission Wealth Management, LP since 2025 and previously spent five years at Logic Capital Management, LLC, following a 23-year tenure at Westwood Holdings Group. Outside of his advisory role, Roberts serves as President of Silver Fox Advisors, a consulting and mentoring organization. Mission Wealth Management, LP is a multi-team advisory firm managing approximately $17 billion for high-net-worth individuals, families, and institutional clients. The firm offers a range of wealth management services, including personalized portfolio management, financial planning, and institutional retirement plan consulting, with an emphasis on long-term investment strategies and customized service models.

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.