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.

Michael Edwards is a financial advisor with LPL Financial in Houston, TX, holding a Series 66 designation and one year of industry experience. He has worked at LPL Financial since 2024 and provides administrative support to Symphony Financial Ltd. Co., an independent investment advisory firm. His background includes service in the Texas Army National Guard and roles in education and retail. LPL Financial offers advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm provides a range of investment solutions supported by an in-house research team and combines advisory operations with non-advisory product offerings such as insurance and credit services.

James Walker is a financial advisor with Sunbelt Securities, Inc. in Houston, TX, holding Series 63 and Series 66 credentials and 21 years of industry experience. His prior work includes roles at AWM Services LLC and Ascendant Advisors, where he also serves as a consultant. Sunbelt Securities manages approximately $2.0 billion across a diverse client base that includes individual investors, charitable organizations, and corporate clients. The firm offers portfolio management, financial planning, and consulting services through a network of investment adviser representatives.

James Atkinson is a financial advisor at Avidian Wealth Solutions in Houston, TX, holding Series 63 and Series 66 credentials with 30 years of industry experience. He has worked at Avidian Wealth Solutions (formerly STA Wealth Management, LLC) since 2019 and previously at Fidelity Brokerage Services LLC from 2013 to 2018. Avidian Wealth Solutions is an SEC-registered advisory firm serving individuals, high-net-worth families, businesses, retirement plans, and institutional clients. The firm offers investment management, financial planning, and fiduciary advisory services, employing model-based managed solutions supplemented by sub-advisors and separately managed accounts.

Jeffrey Jaskol is a financial advisor with Summit Financial, LLC based in Houston, TX, holding Series 63 and Series 65 licenses with 43 years of industry experience. His career includes roles at TFS Securities, Inc., Acacia Life Insurance, Ameritas Life Insurance, and ownership of Jaskol Asset Advisors LLC dba The Jaskol Group. Outside of his advisory work, he is the founder of the Albert V. Jaskol Memorial Celebration, an annual charity event, and has served as past president of the American Cancer Society Tri-County board. Summit Financial, LLC is a multi-team SEC-registered advisory firm managing approximately $26.35 billion in assets for around 17,800 clients. The firm offers a combination of discretionary and consultative investment management, financial planning, and retirement plan advisory services, with a platform that includes third-party managers and held-away retirement account management.

Donald Blake is a financial advisor with Momentum Independent Network Inc. He holds Series 63 and Series 65 licenses and has 48 years of industry experience. Since 2010, he has been affiliated with Sws Financial Services. Outside of his advisory work, Blake serves as a board member and assistant treasurer for the Harris County Hospital District Foundation, a charitable organization in Houston. Momentum Independent Network serves a diverse client base including individual, high-net-worth, charitable, corporate, institutional, and banking clients. The firm offers a range of advisory and brokerage services, utilizing third-party managers and technology platforms to deliver customized investment programs and account management.

Nicholas Perez is a financial advisor at Americana Partners, LLC with seven years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley, Bank of America, and Merrill Lynch. Americana Partners provides financial planning, consulting, and discretionary investment and 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 third-party managers, and manages multiple private pooled investment vehicles for qualified investors.

Patrick Mendenhall is a financial advisor with Arax Advisory Partners in Houston, TX, holding Series 63 and Series 65 credentials and over 43 years of industry experience. His prior roles include positions at U.S. Capital Wealth Advisors, LLC, and various affiliated entities since 2009. He serves as a trustee on the Oregon State University Foundation Investment Committee Board. Arax Advisory Partners is a multi-team SEC-registered wealth manager with more than 200 advisors overseeing approximately $26.5 billion in regulatory assets. The firm serves individuals, high-net-worth clients, family offices, institutions, and retirement plans, offering financial planning, portfolio management, retirement plan consulting, and advisory services to private funds through a combination of internal management and third-party resources.

Christopher Knapp is a financial advisor at Robertson Stephens with 27 years of industry experience. He holds a Series 65 credential and has worked at Robertson Stephens Wealth Management since 2021, following prior roles at Collaboration Capital LLC and Perigon Wealth Management, LLC. Knapp serves on the board of The NextSeed Inc., a fintech company, and is a member of the general partner team of Marketplace Fund II, a venture capital fund. Robertson Stephens provides investment advisory services to individuals, families, trusts, family and multi-family offices, charitable organizations, and retirement and profit-sharing plans. The firm offers discretionary and non-discretionary portfolio management, consulting, and planning services, utilizing a range of investment tools including equities, fixed income, mutual funds, ETFs, options, and private funds.

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 with CORDA Investment Management, LLC, holding Series 63 and Series 65 licenses and having nine years of industry experience. Prior to joining CORDA in 2025, Lesley worked at Hines Securities Inc. and Hines Private Wealth Solutions LLC. CORDA Investment Management is a multi-team registered investment adviser managing approximately $2.0 billion in client assets for over 1,300 clients. The firm offers discretionary portfolio management and integrated financial planning to individuals, including high-net-worth clients, along with pension consulting, tax preparation, and access to attorney-led estate-planning services.