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.

Brian Hays is a financial advisor with Mutual Advisors, LLC and holds Series 63 and Series 65 credentials. He has 22 years of industry experience and has previously worked at Rosehill Asset Management, Wfga, Polaris Greystone Financial Group, LLC, and Polaris Greystone Advisory Group, LLC. Outside of advising, he is the sole owner of Haysvest, LLC, a personal oil and gas well investment venture. Mutual Advisors, LLC is an SEC-registered adviser managing approximately $6.75 billion through a network of 123 advisors, serving individuals, institutional investors, trusts, and retirement plan participants. The firm offers asset management, financial consulting, ERISA plan advisory, and other services, utilizing both passive and active investment strategies tailored to client objectives.

Catherine Mc Daniel is a CFP® professional with nine years of industry experience. She is currently with Cetera Planning Partners in Houston, TX, and has held prior roles at firms including Avantax Investment Services, Raymond James Financial Services, and Core+ Financial Strategies. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees by providing investment management, comprehensive financial planning, Social Security optimization, and retirement-related advice. The firm offers additional services such as tax planning, bookkeeping, and estate planning through a third-party provider, utilizing a diversified investment process tailored to clients’ objectives and risk tolerance.

Zachary Tassin is a financial advisor at Willis Johnson Wealth with two years of industry experience. He holds a Series 66 designation and previously worked at Raymond James Financial Services Advisors, Inc. He is also associated with Global Asset Management Group as an associate. 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 specialized services such as in-house CPA tax preparation and a Families Program that accommodates household accounts.

Gerardo Martinez is a financial advisor at Corda Investment Management, LLC with five years of industry experience. He has previously worked at Brighton Jones and PricewaterhouseCoopers. Corda Investment Management is a multi-team registered investment adviser managing approximately $2.0 billion in client assets for around 1,359 clients. The firm provides discretionary portfolio management and integrated financial planning to individuals, including high-net-worth clients, as well as pension consulting, tax preparation, and estate-planning services.

James Snelson is a financial advisor with Americana Partners, LLC in Houston, TX, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments and Morgan Stanley. Outside of advising, he is a partner in Hometown Hats LLC, a retail and online store, and serves as a pastor at Mid-Cities Community Church in Midland, Texas. Americana Partners provides financial planning, consulting, and discretionary investment and wealth management services to individuals, trusts, estates, charitable organizations, and business entities. The firm customizes portfolios based on client risk tolerances and objectives, utilizing a range of investment vehicles and technology platforms, and manages multiple private pooled investment vehicles for accredited investors.

Christopher Roberts is a financial advisor at Avidian Wealth Solutions in Houston, TX, holding a Series 65 designation with eight years of industry experience. He has been with Avidian Wealth Solutions and its predecessor firms since 2017. Avidian Wealth Solutions provides investment management, financial planning, and advisory services to individuals, families, retirement plans, corporations, trusts, and institutional clients. The firm employs a combination of managed model solutions and customized portfolios, including alternative investments, and maintains active roles with pooled and private funds.

Wayne Lilly is a financial advisor at Symphony Financial, Ltd. Co. with two years of industry experience. He has also operated The Lilly Group LLC since 2011 and has worked at United Airlines since 1998. Symphony Financial, Ltd. Co. offers 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 uses a long-term investment approach combining fundamental and technical analysis, tailoring portfolios to client risk profiles and objectives.

David Cox is a financial advisor at Verity Asset Management in Houston, TX, with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Verity since 2021. Prior to that, he was affiliated with Sterling National Financial Group and its related entity, Teacher's Pension, where he sold indexed annuities and reviewed client accounts. Verity Asset Management is an SEC-registered adviser offering discretionary portfolio management, model portfolios, retirement-plan advisory, and financial planning to individuals, corporate and institutional clients, and other advisers. The firm employs a model-driven investment process focused on tactical asset allocation across diverse asset classes and provides both discretionary and non-discretionary services.

Kevin Hopkins is a financial advisor at Corda Investment Management, LLC in Houston, TX, holding Series 63 and Series 66 licenses with 28 years of industry experience. He has been with Corda since 2018 and previously worked at Scottrade, Inc. from 2016 to 2018. 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 services through attorney referrals.

John Carlisle is a financial advisor at Americana Partners, LLC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Jefferies LLC and Morgan Stanley & Co. Incorporated. Outside of his advisory role, he is a member and owner of Five Pesos Partners LLC, a ticket brokerage business. Americana Partners provides financial planning, consulting, and discretionary investment and wealth management services to individuals, trusts, estates, charitable organizations, and business entities. The firm customizes portfolios according to client risk tolerances and objectives, utilizing a range of investment vehicles and third-party managers, and manages multiple private pooled investment vehicles for qualified investors.

William Herbig is a financial advisor at Victory Financial with one year of industry experience. He holds a Series 65 designation and previously worked at Equitable Advisors, LLC for two years. Outside of his advisory role, he is involved with the Financial Independence Group as a financial consultant focusing on insurance sales. Victory Financial Group provides financial planning, consulting, and discretionary investment and wealth management services to a diverse client base, including individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs diversified, asset-allocation model portfolios guided by fundamental, cyclical, and behavioral analysis within a Modern Portfolio Theory framework.

Elizabeth Rundgren is a financial advisor at Americana Partners, LLC with 14 years of industry experience. She holds a Series 66 designation and previously worked at Raymond James Financial Services Advisors Inc. and Van Pearcy Financial Services. Rundgren is also a licensed insurance agent in Midland, Texas. 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 and employs a broad range of investment vehicles and third-party managers, including private pooled investment vehicles for qualified investors.

Josh Bluerock is a financial advisor with The Mather Group, LLC in Houston, TX, holding a Series 65 credential and two years of industry experience. His prior work includes five years at Heb and time spent as a student. The Mather Group primarily serves high-net-worth individuals, family offices, trusts, corporations, and other entities, providing financial planning, investment management, tax and estate planning guidance, and family office services. The firm uses an evidence-based investment approach with multiple risk-based allocation models and offers customization options such as direct indexing and ESG factor portfolios.

Precious Stansberry is a financial advisor at SVB Wealth with Series 63 and Series 65 licenses and three years of industry experience. Her prior roles include positions at First Citizens Bank, Exxon, Boeing, Altria, PwC, and the Naval Education & Training Command. Beginning in 2025, she will serve as an Affluent Wealth Advisor at First Citizens Investor Services, providing comprehensive wealth management and financial planning services to high-net-worth clients. SVB Wealth LLC serves individuals, trusts, estates, retirement plans, charitable organizations, and corporate clients, offering wealth management, portfolio management, financial planning, and retirement plan advisory services. The firm uses a combination of affiliated and third-party managers guided by an Investment Committee and operates as a wholly owned subsidiary of First Citizens Bank & Trust Company.

Matthew West is a financial advisor with Arax Advisory Partners in Houston, TX, holding Series 63 and Series 65 designations and 29 years of industry experience. His prior roles include senior managing director at U.S. Capital Wealth Advisors and affiliations with USCA Securities and USCA RIA. Arax Advisory Partners is a multi-team wealth manager overseeing approximately $26.5 billion in regulatory assets and serving individuals, high-net-worth clients, family offices, institutions, and retirement plans. The firm employs a combination of internal and external portfolio management strategies and offers a range of services including financial planning, portfolio management, retirement plan consulting, and advisory services to pooled private funds.

James Reddish is a CFP® with 19 years of industry experience, currently affiliated with Sunbelt Securities, Inc. since 2010. He operates Judd/Reddish Private Wealth Consultants, a DBA under Sunbelt Securities, where he has been active since 2011. He serves on the advisory board of Bay Oaks Country Club in Houston. Sunbelt Securities serves individual investors, charitable organizations, and corporate clients through a network of 68 advisors, managing approximately $2.0 billion in assets. The firm offers portfolio management, financial planning, and consulting services, with a focus on discretionary management delivered at the individual advisor level.

Christine Arlitt is a financial advisor with The Burney Company in Houston, TX, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. She has been with The Burney Company since 1991. The Burney Company serves mostly individual investors, including high net worth clients, as well as small businesses, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm manages approximately $3.59 billion in discretionary assets through a multi-team platform and employs proprietary fundamental and quantitative investment models alongside active ETF management and sub-advisory services.

Christian Bauman is a Certified Financial Planner (CFP®) with 30 years of industry experience. He currently serves as a Director and Portfolio Manager at USCA Asset Management LLC and is affiliated with Arax Advisory Partners. Bauman is also a 25% owner of RAD Industries LLC, an investment company focused on restaurant acquisitions. 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 through a combination of internal portfolio management, third-party managers, and tailored asset allocation.