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.

Kunal Syngal is a financial advisor at Advisors Capital Management, LLC in Houston, TX, holding Series 65 and Series 63 licenses with 26 years of industry experience. His prior roles include positions at UBS Financial Services, Oppenheimer, Comerica Securities, and Bank of Texas Private Wealth. Advisors Capital Management serves a diverse client base, including high-net-worth individuals and employee benefit plans, providing discretionary portfolio management with a mix of fundamental, quantitative, and qualitative investment strategies. The firm manages over $8 billion in discretionary assets and acts as an outsourced sub-advisor to broker-dealers and registered investment advisers.

Jayson Jaquess is a CFP® with five years of industry experience, currently with The Mather Group, LLC. He has previously worked at Charles Schwab Bank and Charles Schwab & Co., Inc. before joining The Mather Group. The Mather Group primarily serves high-net-worth individuals, family offices, trusts, corporations, and other entities, offering comprehensive financial planning, investment management, tax and estate planning guidance, and family office services. The firm uses an evidence-based investment approach with customizable portfolio options and integrates AI and machine-learning tools alongside human oversight.

Map On is a financial advisor with Navy Federal Investment Services, LLC, holding Series 63 and Series 66 licenses and three years of industry experience. Prior to joining Navy Federal, Map worked at Bank of America, Merrill, Simply Business, Farmers Financial Solutions, and other firms. Navy Federal Investment Services serves members of Navy Federal Credit Union as well as individual, trust, and institutional clients, offering portfolio management, financial planning, retirement-plan fiduciary services, and automated investment options. The firm primarily delivers advice through managed advisory programs that utilize third‑party portfolio managers and provides layered investment solutions including unified managed accounts and digital automated ETF portfolios.

Belinda Aucoin is a CFP®-credentialed financial advisor with 34 years of industry experience, currently affiliated with Sunbelt Securities, Inc. in Dallas, TX. She has worked at Sunbelt Securities since 2011 and operates Trinity Strategy Partners as a DBA under the firm. Aucoin also serves as President and Secretary of the John & Bobby McKamy Foundation, a charitable nonprofit organization. Sunbelt Securities serves a diverse client base including individual investors, charitable organizations, and corporate clients, managing approximately $2.0 billion in assets. The firm provides portfolio management, financial planning, and consulting services primarily through a network of investment adviser representatives.

Michael Mithoff is a financial advisor with Americana Partners, LLC in Houston, TX, holding Series 65 and Series 63 licenses and 17 years of industry experience. His prior roles include positions at SP Securities, Hightower Securities, and multiple entities within the Salient group. Outside of advisory work, he is president and sole owner of Wasatch Strategic Investments, L.L.C., a personal investment vehicle. Americana Partners provides comprehensive financial planning, discretionary investment management, 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 using a wide range of investment vehicles and employs alternative and privately placed investments for eligible clients.

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.

Hunter Anguiano is a financial advisor at Willis Johnson Wealth with a Series 65 designation and two years of industry experience. He has been with Willis Johnson & Associates since 2020, following prior roles at Chocolate Bayou FCU and Stars & Stripes. Willis Johnson Wealth provides comprehensive financial planning and investment management primarily for corporate professionals, executives, and high-net-worth individuals and their families, emphasizing an evidence-based, tax-aware investment approach that includes diversified model strategies and tailored solutions.

William Busch is a financial advisor with Americana Partners, LLC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His career includes roles at Merrill, UBS Financial Services, Morgan Stanley, Purshe Kaplan Sterling Investments, and Saxony Securities. Outside of his advisory work, he is involved in a wholesale wine grape business through Fire Oak Vineyard. 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 engaging independent third-party managers.

Harrison Shibley is a financial advisor at The Mather Group, LLC in Houston, TX, holding a Series 65 designation with three years of industry experience. His prior roles include positions at Q Investments and Nortech, as well as experience in educational institutions. The Mather Group serves high-net-worth individuals, family offices, trusts, corporations, and other entities with financial planning, investment management, tax, and estate planning services. The firm employs an evidence-based investment approach with customized portfolio options and integrates AI and machine-learning tools to support market data analysis and client communications.

Ryan Patterson is a CFP® and CFA® with 20 years of industry experience. He has worked at Linscomb Wealth, Inc. since 2012 and previously spent six years at UHY Capital Advisors, LLC. Linscomb Wealth provides comprehensive wealth planning, portfolio management, and investment consulting to individual, high-net-worth, and ultra-high-net-worth clients, as well as trusts, foundations, and retirement plans. The firm offers family office services and retirement-plan fiduciary consulting, using customized investment strategies developed in collaboration with an internal Investment Committee.

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 firms including Merrill and UBS Financial Services. He also maintains a role as a registered representative with USCA Securities, LLC. Arax Advisory Partners provides wealth management and advisory services to individual and high-net-worth clients, family offices, institutions, and businesses. The firm offers a range of services including portfolio management, comprehensive financial planning, retirement plan consulting, and private fund advisory, utilizing both traditional and alternative investments with support from AI tools and third-party analytics.

John Fleckenstein is a financial advisor with Sunbelt Securities, Inc. in Houston, TX, holding a Series 66 designation and 14 years of industry experience. He has been with Sunbelt Securities since 2012. Outside of his advisory role, he serves as president of the Texas Hill Country Young Professionals and is a board member of The Special Opportunity Center of Kerrville. Sunbelt Securities, Inc. provides investment advisory and related services to individual and institutional clients through a network of representatives, offering solutions such as wrap-fee programs, standalone financial planning, and referrals to third-party money managers. The firm employs a range of investment strategies tailored by individual advisers rather than a single uniform model.

Ryan Mcdonnell is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Sunbelt Securities, Inc. since 2016. He previously worked at LPL Financial from 2009 to 2016. In addition to his advisory role, he serves on the board of directors for Budget Central LLC, a tax consulting and preparation firm based in Texas. Sunbelt Securities, Inc. provides investment advisory and related services to individual and institutional clients through a network of representatives. The firm offers a range of investment approaches and programs, including a wrap-fee program, standalone financial planning, and referrals to third-party money managers.

Donald Roberts is a CFP® credentialed advisor at Mission Wealth Management, LP with eight years of industry experience. He previously worked at Logic Capital Management, LLC for five years and spent 23 years at Westwood Holdings Group. Outside of his advisory role, Roberts serves as President of Silver Fox Advisors, where he provides consulting, mentoring, and advising services. Mission Wealth Management serves high-net-worth individuals, families, and institutional clients with wealth management, financial planning, investment management, and related consulting services. The firm utilizes a comprehensive approach that integrates investment, tax, trust, legacy, philanthropy, and risk planning, offering tailored portfolios that include ETFs, mutual funds, direct securities, and alternative investments.

Karen Frankfort 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 UBS Financial Services, USCA Securities LLC, and U.S. Capital Wealth Advisors. Outside of her advisory work, she is involved in cosmetic sales as a Mary Kay sales agent. 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 a range of services such as portfolio management, financial planning, and retirement consulting, employing both traditional and alternative investment strategies supplemented by AI tools and third-party analytics.

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 in Houston, TX, holding Series 63 and Series 65 licenses with 11 years of industry experience. He has previously worked at PNC Investments, Pershing LLC, and BBVA Compass Insurance Agency, among other roles. Morales is also the owner of SMAS Investments LLC, a pass-through entity for tax purposes. Insigneo Advisory Services provides investment advisory and consulting services to retail and institutional clients, offering both discretionary and non-discretionary portfolio management. The firm uses a committee-driven investment process combined with advisor-led portfolio construction, incorporating global asset classes and third-party macroeconomic research to align with client objectives.

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.