William Leake is a financial advisor with Sequent Planning, LLC who holds Series 63 and Series 65 licenses and has 39 years of industry experience. He has worked at Sequent Planning since 2018 and previously spent five years with Proequities, Inc. In addition to his advisory role, Leake serves as a branch manager at Futurity First Insurance Group, where he is involved in insurance sales. Sequent Planning, LLC is an SEC-registered investment adviser that serves individuals, retirement plan sponsors, small and medium-sized businesses, endowments, and nonprofit organizations. The firm offers asset management, comprehensive financial planning, and retirement-plan services through a network of investment adviser representatives, employing a structured risk framework and diversified investment approaches.

Stewart Jacobson is a CFP®-designated financial advisor with Capital Analysts, based in Sugar Land, TX, with 41 years of industry experience. He has held positions at First Colony Municipal Utility District since 2007, Lincoln Investment Planning, Inc. since 2005, and PMP Research since 1999. Outside of his advisory work, Jacobson serves on the City Council of Sugar Land and is a board member of the ARC of Fort Bend County, a nonprofit supporting individuals with intellectual and developmental disabilities. He is also president and CEO of Dearborn & Creggs Insurance Agency, Inc. Capital Analysts serves a broad client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations, providing portfolio management and retirement-plan advice. The firm delivers investment services through a combination of discretionary and non-discretionary management, supported by an in-house investment team and a proprietary mutual fund screening process.

Javier Villanueva is a financial advisor at BBVA Global Wealth Advisors, Inc. with three years of industry experience. He previously worked at UBS Financial Services Inc., Merrill, JV Global Capital, GlenMartin, Inc., and CitiBanamex, SA. Villanueva holds Series 63 and Series 65 licenses and is based in Houston, TX. BBVA Global Wealth Advisors, Inc. provides investment advisory services to individuals, high-net-worth clients, businesses, and family offices through a network of financial advisors. The firm constructs investor risk profiles and uses a combination of BBVA S.A.’s fund research and third-party resources to guide strategic and tactical asset allocation across a mix of investment vehicles.

Deborah Sopher is a financial advisor at Trek Financial in Bellaire, TX, with 30 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Trek Financial since 2010, with prior roles at World Equity Group and Purshe Kaplan Sterling Investments. Outside her work at Trek, she owns a group employee benefits firm, Strategic Benefits Solutions. Trek Financial serves individual and high-net-worth clients as well as institutional retirement plans, offering asset management, financial planning, and retirement-plan services. The firm employs a blend of strategic and tactical investment approaches, incorporating AI tools and a wide range of systematic and alternative strategies in portfolio management.

Brian Ching is a financial advisor with Arax Advisory Partners in Houston, TX, holding a Series 66 designation and seven years of industry experience. Prior to joining Arax in 2026, he worked five years at U.S. Capital Wealth Advisors and has been associated with USCA Securities since 2018. Outside of finance, Ching is involved in sports and hospitality; he serves as an ambassador for the Houston Dynamo Major League Soccer team and owns several Houston-based restaurants and bars, as well as a soccer camp business. Arax Advisory Partners provides wealth management and advisory services to individuals, 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, managing assets on a fiduciary basis with both traditional and alternative investment strategies.

David Julian is a CFP® with nine years of industry experience, currently serving as a financial advisor at CORDA Investment Management, LLC since 2025. His prior experience includes roles at Morgan Stanley and UBS Financial Services. In addition to his advisory work, Mr. Julian is involved in estate planning services through HK Legacy Law, PLLC, a separate law firm offering attorney-led estate planning document preparation to CORDA clients. 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 provides discretionary portfolio management and integrated financial planning, serving individuals and retirement plans with customized investment strategies and in-house tax preparation, alongside access to unrelated attorney-led estate planning services.

Dante Crosa is a financial advisor with Global View Capital Management LLC, holding Series 63 and Series 65 credentials and 22 years of industry experience. His prior work includes roles at Transamerica Financial Advisors and World Financial Group. He is also an insurance agent at Experior Financial Group, where he markets and sells life insurance and annuity products. Global View Capital Management provides investment advisory and financial planning services to individuals, trusts, corporations, and retirement plan participants. The firm uses a quantitative investment approach focused on technical analysis and manages model portfolios with risk controls, supported by proprietary research and execution infrastructure.

Caleb La Vergne is a financial advisor at Arax Advisory Partners in Houston, TX, holding a Series 66 designation with one year of industry experience. His prior roles include positions at USCA Securities LLC, US Capital Advisors, and the University of Houston. Outside of finance, he has been involved with local organizations such as the Houston Dog Walking Club and Meadowlake Pet Resort. Arax Advisory Partners provides wealth management and advisory services to individuals, high-net-worth clients, family offices, institutions, and businesses. The firm employs a fiduciary approach using a combination of in-house teams, external managers, and alternative investments, supported by AI tools and third-party analytics.

Thomas Whitby III is a CFP® with 30 years of industry experience, currently advising at Mission Wealth Management, LP since 2025. His prior experience includes roles at Logic Capital Management, LLC for 13 years, LPL Financial for 10 years, and Houston Advisors. He is also appointed with various life insurance and annuity companies. Mission Wealth Management serves high-net-worth individuals, families, and institutional clients by providing wealth management, financial planning, and investment management services. The firm integrates investment management with tax, trust, legacy, philanthropy, and risk planning, utilizing both internal and third-party sub-advisors to tailor portfolios and service tiers to client needs.

Jennifer Marshall is a financial advisor at Chilton Capital Management LLC in Houston, TX, holding a Series 65 designation with two years of industry experience. She has been with Chilton Capital Management since 2020 and previously worked at Westwood Holdings Group, Inc. for 20 years. Chilton Capital Management provides discretionary portfolio management and advisory services to a diverse client base, including individual and institutional investors. The firm employs sector-specialized teams and a fundamental, bottom-up research process focused on long-term capital growth and income, offering a variety of investment strategies and serving clients such as insurance companies and registered investment companies.

Christopher Bourgeois is a financial advisor with World Equity Group, Inc. in Houston, TX, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His previous roles include positions at Raymond James Financial, Questar Asset Management, and Securian Financial Services. Outside of advisory work, he is a partner in a business consulting firm focused on executive retention and business transition. World Equity Group, Inc. provides fee-based investment advisory and financial planning services to a range of clients, including individuals, pension plans, trusts, and charitable organizations. The firm offers managed portfolios through its wrap-fee programs that combine discretionary portfolio management, financial planning, and access to third-party money managers.

Ana Salas is a CFP®-certified financial advisor with 25 years of industry experience, currently with intrua Financial. Her prior experience includes roles at Private Advisor Group, LPL Financial, and Concourse Financial Group Securities. She is based in Houston, TX. Intrua Financial is an SEC-registered multi-team advisory firm serving individuals, high-net-worth clients, trusts, foundations, and retirement plans. The firm employs a blend of fundamental, technical, and cyclical analysis to create customized investment strategies and provides a range of advisory and consulting services.

Jeffrey Thompson is a financial advisor at New Edge Wealth with 13 years of industry experience. He holds a Series 66 designation and previously worked for Sanford C. Bernstein & Co., LLC for 14 years. New Edge Wealth primarily serves ultra-high-net-worth individuals, family offices, foundations, trusts, and other institutional clients. The firm focuses on asset allocation and investor behavior to guide portfolio construction, utilizing a combination of independent managers, model strategies, proprietary solutions, and AI-assisted analytics.

Sabrina Ortega is a financial advisor at Linscomb Wealth, Inc. in Houston, TX, holding a Series 66 designation with three years of industry experience. Her prior roles include positions at RBC Capital Markets, Charles Schwab Bank SSB, Charles Schwab & Co., Inc., Frost Bank, Sprint, and Home Depot. Linscomb Wealth provides wealth planning, portfolio management, and investment consulting services to individuals, high-net-worth and ultra-high-net-worth clients, trusts, foundations, and retirement plans. The firm’s approach includes model asset-allocation portfolios, ongoing rebalancing, and collaboration with an internal Investment Committee to customize portfolios based on client goals and restrictions.

Amanda Ton is a financial advisor with Arax Advisory Partners, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. Her prior roles include positions at U.S. Capital Wealth Advisors, USCA Securities LLC, J.P. Morgan Securities, and Chase Investment Services Corp. Outside of advising, she is the owner of ADATIS Corp & ADATIS Ltd, a holding company for personal real estate investments. 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 discretionary and non-discretionary portfolio management, comprehensive financial planning, and various advisory services, employing a fiduciary approach with in-house and external portfolio management teams utilizing a range of traditional and alternative investments.

John Sicola is a ChFC® and Series 63 designated advisor with seven years of industry experience. He is currently with Gradient Advisors, LLC and previously worked at AE Wealth Management, The Lloyd Financial Group, and operated his own firm, Sicola Advisory Group, for five years. Outside of his advisory work, he is a member of the Knights of Columbus, a Catholic fraternal charity organization. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities, delivering these through a network of Investment Advisor Representatives and third-party money managers. The firm uses a largely non-discretionary model, incorporating fundamental, technical, and cyclical analysis in portfolio management, and oversees approximately $1.39 billion in total platform assets.

Rajin Joshi is a financial advisor at CORDA Investment Management, LLC with four years of industry experience. He holds a Series 65 designation and previously worked at Houston Methodist for eight years. 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, as well as pension consulting, tax preparation, and estate-planning document services.

Matthew Werner is a CFA® charterholder based in Houston, TX, with 15 years of experience in the financial industry. He has been with Chilton Capital Management LLC since 2011. Chilton Capital Management provides discretionary portfolio and wealth management services to individuals, high-net-worth clients, pooled vehicles, and institutional accounts. The firm employs a fundamental, bottom-up research approach across various dedicated strategies and integrates financial planning into its wealth management offerings.

Debra Parant is a CFA® charterholder with 26 years of experience in the financial industry. She is currently with Arax Advisory Partners and has held previous roles at U.S. Capital Wealth Advisors and several USCA-related firms. Arax Advisory Partners serves a diverse client base, including individuals, high-net-worth clients, family offices, institutions, and businesses. The firm offers both discretionary and non-discretionary portfolio management, financial planning, and private fund advisory, utilizing a combination of in-house teams, external managers, and alternative investments.

Bradley Eixmann is a CFA® charterholder with 12 years of industry experience. He has been with Chilton Capital Management LLC since 2017 and previously worked at GlobeScan Capital, Inc. from 2014 to 2017. Chilton Capital Management provides discretionary portfolio management and advisory services to a diverse client base, including individual and institutional investors. The firm employs sector-specialized teams using a fundamental, bottom-up research approach with a multiyear holding horizon, offering a variety of strategies such as REIT, tax-exempt fixed income, growth and income, and options-based defined risk approaches.