Roberto Arenivas is a CFP® professional with nine years of industry experience, currently serving at Avidian Wealth Solutions in Houston, TX. His prior experience includes roles at Mercer Global Advisors and Kanaly Trust. Avidian Wealth Solutions provides investment management, financial planning, and advisory services to individuals, families, retirement plans, corporations, trusts, and institutional clients. The firm combines managed model solutions and customized portfolios, utilizes third-party sub-advisors, and actively manages pooled and private funds.

Hogan Raycroft is a financial advisor with Larson Financial Group, LLC in Houston, TX. He holds a Series 66 credential and has two years of industry experience, including prior roles at LPL Financial, LLC and Intrua Financial. Larson Financial Group, LLC provides financial planning, portfolio management, and retirement-plan consulting services to individuals, trusts, corporations, nonprofits, and pension plans, with a focus on healthcare professionals and related businesses. The firm utilizes a combination of model portfolios and customized discretionary programs, employing both strategic and tactical investment approaches.

Gus Comiskey Jr. is a financial advisor with ValMark Advisers, Inc. in Houston, TX, holding Series 63 and Series 65 credentials and bringing 44 years of industry experience. He has been with ValMark Advisers since 2011 and with Valmark Securities since 2010. Comiskey serves as president of Comiskey Kaufman Consulting LLC, which focuses on personal and estate planning life insurance, and holds several non-compensated advisory positions with organizations such as the American Red Cross, MD Anderson Cancer Center, and local early childhood education initiatives. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services through a network of approximately 280 investment advisory representatives. The firm offers diversified, goal-based portfolios primarily using mutual funds, ETFs, and third-party managers, and maintains notable governance and economic relationships with insurance and ETF products.

Lesley Groux is a financial advisor at Corda Investment Management, LLC with nine years of industry experience. She holds the Series 65 and Series 63 credentials. Prior to joining Corda in 2025, she worked at Hines Securities Inc. and Hines Private Wealth Solutions LLC, and has experience from Schlumberger. Corda Investment Management is a multi-team registered investment adviser managing approximately $2.0 billion in client assets. The firm offers discretionary portfolio management and integrated financial planning for individuals, including high-net-worth clients, as well as pension consulting and tax preparation services.

Ronald Sauvageau is a CFP® with 25 years of industry experience, currently serving as an advisor at Intrua Financial since 2015. He has been affiliated with LPL Financial since 2009 and is involved in managing investment and financial planning activities. Outside of his advisory role, he operates Sauvageau Investment Group, LP and Sauvageau Management, LLC. Intrua Financial provides investment advisory, portfolio management, and retirement-plan consulting services for individuals, high-net-worth clients, trusts, foundations, small businesses, and plan sponsors. The firm employs a multifaceted investment approach combining fundamental analysis, modern portfolio theory, and technical analysis to tailor asset allocations and manages approximately $1.76 billion in client assets.

Carter Blackburn is a financial advisor with Avidian Wealth Solutions in Houston, TX, holding Series 66 and Series 65 credentials and nine years of industry experience. He has been with Avidian Wealth Solutions (formerly STA Wealth Management, LLC) since 2017 and previously worked at Second Baptist Church for six years. Outside of finance, Carter owns Blackburn Productions, through which he provides illusionist and magical entertainment. Avidian Wealth Solutions offers investment management, financial planning, and advisory services to individuals, families, retirement plans, pooled investment vehicles, corporations, trusts, and other institutional clients. The firm manages portfolios using a combination of managed models and customized strategies and is active in managing pooled and private funds.

Dylan Daggett is a financial advisor at Concurrent Investment Advisors, LLC with four years of industry experience. He holds the Series 66 designation and previously worked at firms including Raymond James Financial Services and Cetera. Outside of his advisory roles, he is also associated with Green Financial Group and Winstone Wealth Partners, where he serves in non-investment support and client service roles. Concurrent Investment Advisors, LLC is an SEC-registered firm providing wealth management, discretionary and non-discretionary investment management, and financial planning services to individuals, families, trusts, businesses, and retirement plans. The firm manages approximately $15.7 billion in assets with a primarily long-term, portfolio-driven investment approach.

Nicholas Ibanez is a CFP® and holds a Series 66 license, with nine years of industry experience. He has been with Linscomb Wealth, Inc. since 2013. Linscomb Wealth provides comprehensive wealth planning and investment management to individuals, families, trusts, charitable organizations, retirement plans, and other entities. The firm’s investment approach includes customized policy statements and diversified portfolios that blend active and passive strategies, managed on a discretionary basis with ongoing client-specific reviews.

Misty Garza is a CFP® professional with 25 years of industry experience. She currently works at Bogart Wealth, LLC and previously spent eight years at Selah Financial Services. Bogart Wealth serves individuals, trusts, estates, and charitable organizations with comprehensive financial planning and wealth management, utilizing model portfolios and specialized investment options such as direct indexing SMAs, structured notes, interval funds, and private-market alternatives. The firm combines fundamental equity analysis with top-down asset allocation and employs AI tools under formal policies to support investment decisions.

Hester Broad is a CFP® and holds a Series 65 license with 17 years of experience in the financial industry. She has worked at Willis Johnson & Associates since 2016, including its current iteration, Willis Johnson Wealth, where she has been part of a 28-advisor team. Prior to joining Willis Johnson, she worked at AltruVista for four years. 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 employs an evidence-based, tax-aware investment approach and offers a range of model strategies along with tailored solutions, supported by an in-house CPA for tax planning and preparation.

Cameron Sauer is a CFP® professional at Willis Johnson Wealth with four years of industry experience. He has previously worked at Raymond James Financial and other firms before joining Willis Johnson Wealth. His background includes a range of financial services roles and time spent at Texas A&M University. 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 employs an evidence-based, tax-aware investment approach with diversified model strategies and offers services including retirement planning, estate planning, and in-house CPA tax preparation.

Stephan Farber is a financial advisor at Arax Advisory Partners with 22 years of industry experience. He holds the Series 66 designation and has worked at firms including U.S. Capital Wealth Advisors, Inscription Capital (Sound Post Capital), and Raymond James & Associates. Outside of his advisory work, he serves on the boards of MusicBridge and the Ojai Music Festival, contributing strategic advice and governance support. Arax Advisory Partners is a multi-team wealth management firm overseeing approximately $26.5 billion in assets, 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, and distinguishes itself through the use of performance-based fee arrangements and carried interest structures for qualified investors.

Jason Iacobucci is a financial advisor at Corda Investment Management, LLC with 22 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Corda since 2009. Corda Investment Management is a multi-team registered investment adviser managing approximately $2.0 billion in client assets for about 1,359 clients. The firm offers discretionary portfolio management and integrated financial planning primarily to individuals, including high-net-worth clients, as well as pension consulting and tax preparation services.

John Wilson is a financial advisor at Cetera Planning Partners in Cypress, TX, with 26 years of industry experience. He holds a Series 63 designation and has worked at several firms including Avantax Investment Services and Raymond James Financial Services. Outside of his advisory role, he is a partner in RKBW, LLC, a business involved in equipment leasing and sales. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees. The firm offers comprehensive financial planning and investment management, incorporating tax planning, bookkeeping, payroll support, and estate planning services through affiliated providers.

Sara Ferrell is a financial advisor at Trek Financial with 15 years of industry experience. She holds a Series 66 designation and has worked previously at firms including Concurrent Investment Advisors, Raymond James, Wells Fargo, Morgan Stanley, and Invesco. Trek Financial serves individual and high-net-worth clients as well as institutional retirement plans, offering discretionary and non-discretionary asset management, financial planning, and retirement-plan fiduciary services. The firm combines strategic and tactical portfolio construction with evidence-based models and fundamental analysis, providing a wide range of systematic strategies, alternative investment options, and direct indexing with tax-loss harvesting.

James Patterson is a financial advisor with Avidian Wealth Solutions in Houston, TX, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has been with Streettalk Advisors, LLC since 2009. Outside of his advisory role, Patterson hosts a weekly market commentary show, "Streettalk Live," on KSEV 700AM. Avidian Wealth Solutions is an SEC-registered firm serving individuals, high-net-worth families, businesses, retirement plans, and institutional clients. The firm offers investment management and financial planning services, utilizing model-based managed solutions alongside sub-advisors and tailored allocations.

Alexis Long is a CFP® and holds a Series 66 license with 11 years of experience in financial advising. She has worked at Willis Johnson Wealth and its related entities since 2014, as well as FSC Securities Corp from 2014 to 2018. 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 employs an evidence-based, tax-aware investment approach and offers a range of model strategies alongside tailored solutions and in-house CPA tax services.

Clayton Jarrell is a CFP® professional at Linscomb Wealth, Inc. in Houston, TX, with experience at firms including Goldman Sachs and Alliantgroup. He began his financial advisory career in 2024 after completing his education at the University of Kentucky. Linscomb Wealth provides wealth planning and investment management services to individuals, families, trusts, charitable organizations, and retirement plans, offering discretionary portfolio management and specialized family office services. The firm employs customized investment policies and diversified portfolios combining active and passive strategies, with oversight from an Investment Committee.

Aaron Salgado is a financial advisor at Arax Advisory Partners with one year of industry experience. He holds a Series 66 designation and has worked previously at Invesco and Thrivent Financial. Prior to his financial services career, he spent five years at Whole Foods. Arax Advisory Partners is a multi-team wealth manager overseeing approximately $26.5 billion in regulatory assets and serves 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 approaches, and is noted for its use of performance-based fee arrangements and carried-interest structures for certain qualified investors and private funds.

Alba Sandoval is a financial advisor at Arax Advisory Partners in Houston, TX, holding a Series 66 designation with eight years of industry experience. She previously worked with U.S. Capital Wealth Advisors, LLC, and maintains a role at Ontada LLC, an oncology data science and technology business, where she serves as a Customer Engagement Manager. Arax Advisory Partners is a multi-team wealth manager overseeing approximately $26.5 billion in regulatory assets and serves individuals, high-net-worth clients, family offices, institutions, and retirement plans. The firm combines internal portfolio management, third-party models, and tailored asset allocation while offering a range of services including financial planning, portfolio management, retirement plan consulting, and advisory services to pooled private funds.