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.

Brent Shepherd is a CFP®-designated financial advisor with over 30 years of industry experience. He is currently with Wealthcare Advisory Partners LLC and has previously worked at LPL Financial and 1 St Global Insurance Services. Shepherd also operates Shepherd Financial Services, a business entity used for tax and investment purposes. Wealthcare Advisory Partners LLC manages approximately $6 billion in client assets through a team of more than 150 advisors, serving individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a goals-based, client-centered planning approach supported by proprietary software and combines behavioral economics with an evidence-based investment framework.

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.

Darren Mcneely is a financial advisor with Level Four Advisory Services, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with Level Four since 2021 and has been involved with Level Four Financial, LLC since 2007. Outside of his advisory roles, he is a partner in Pinnacle Wealth Advisors, a financial planning business, and co-owns a real estate rental company in Panama City Beach, Florida. Level Four Advisory Services is an SEC-registered enterprise investment adviser managing over $5 billion across 115 advisors and approximately 13,865 client relationships. The firm serves a diverse client base with fee-only financial planning, asset management, and retirement plan advisory services, utilizing model portfolios and a range of affiliated and third-party management options.

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.

Nathaniel Galloway is a financial advisor at Arax Advisory Partners with seven years of industry experience. He holds the Series 66 designation and previously worked at U.S. Capital Wealth Advisors, LLC, and USCA Securities LLC. Prior to his career in finance, he spent ten years at Exxon Mobil Fuels & Lubricants and was involved with IAMAW Local Lodge 12 for eight years. Arax Advisory Partners is an SEC-registered, multi-team wealth manager overseeing approximately $26.5 billion in regulatory assets across more than 200 advisors. The firm serves individuals, high-net-worth clients, family offices, institutions, and retirement plans through a combination of internal portfolio management, third-party models, and tailored asset allocation.

Ryan Herche is a financial advisor with Brookwood Investment Group in Houston, TX, holding a Series 65 license and three years of industry experience. He has been with Brookwood since 2025 and has prior experience at Redwood Private Wealth, Redwood Tax Specialists, and Cash Balance Advisors. Outside of his advisory work, he is involved in several business activities including marketing and operations management through Glidepath Marketing LLC and leadership roles at Cash Balance Advisors and Redwood Tax Specialists. Brookwood Investment Group is a multi-advisor registered investment adviser managing approximately $1.06 billion for over 3,100 clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services, utilizing a range of passive, active, tactical, and blended investment strategies.

Zach Granberry is a financial advisor with Northern Trust Securities, Inc., holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His previous roles include positions at Texas Capital Bank, Sanford C. Bernstein & Co., LLC, and JPMSI. He serves as Executive Vice President at Texas Capital Bank, focusing on business development. Northern Trust Securities, Inc. is a subsidiary of Northern Trust Corporation that offers discretionary portfolio management through model-driven wrap fee programs. It serves high-net-worth individuals, retail investors, and institutional clients with portfolios integrating proprietary and third-party products, supported by brokerage, custody, and advisory services.

Jerry Judd is a Series 65-licensed financial advisor at Compass Financial Management LLC in Houston, TX, with one year of industry experience. Prior to joining Compass in 2026, he worked for Alcon Laboratories for 38 years and was retired for five years before starting his advisory career. Compass Financial Management LLC serves individual and high-net-worth clients, as well as pension and profit-sharing plans, offering discretionary investment management, retirement-plan consulting, and participant education. The firm employs a multi-advisor approach and utilizes various investment strategies, including individual equities, fixed income, mutual funds, ETFs, and both internal and third-party managed portfolios.

Kurt Cooperrider is a financial advisor at Chilton Capital Management LLC with nine years of industry experience. He holds a Series 65 designation and has been with Chilton Capital Management in various capacities since 2013. Chilton Capital Management provides discretionary portfolio and wealth management services to individuals, high-net-worth clients, pooled vehicles, and institutional accounts. The firm uses a fundamental, bottom-up research process focused on long-term capital growth and income, offering dedicated strategies and integrated financial planning along with fiduciary services for retirement plan sponsors.

Jared Moore is a financial advisor at Symphony Financial, Ltd. Co. with one year of industry experience. He has previously worked at Texas Republic Capital Corp. since 2012. Symphony Financial provides discretionary portfolio management, financial planning, and consulting services to individuals, trusts, estates, charitable organizations, and business entities. The firm offers multi-family office services, third-party management arrangements, and self-directed retirement account management, employing a long-term investment philosophy that combines fundamental and technical analysis.