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 at Larson Financial Group, LLC with one year of industry experience. He holds the Series 66 designation and has worked previously at LPL Financial, LLC and Intrua Financial. Hogan is based in Houston, TX. Larson Financial Group, LLC serves individuals, trusts, corporations, nonprofits, and pension plans, focusing particularly on doctors and related businesses. The firm offers financial planning, portfolio management, and retirement-plan consulting through a combination of model portfolios and custom discretionary programs using strategic and tactical 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.

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 with Cetera Planning Partners in Cypress, TX, holding a Series 63 registration and over 26 years of industry experience. His career includes roles at Avantax Investment Services, Raymond James Financial Services, and multiple financial planning and wealth management firms. Outside of financial advising, he is a partner in RKBW, LLC, a business involved in convenience store equipment leasing and sales. Cetera Planning Partners provides investment advisory and financial planning services primarily to individual and high-net-worth clients, many of whom are approaching or in retirement. The firm utilizes a structured planning process that results in personalized financial plans, with portfolio management emphasizing diversified mutual fund and ETF allocations aligned to client risk tolerance.

David Yaw is a financial advisor at Global View Capital Management LLC in Houston, TX, holding a Series 66 credential with three years of industry experience. Prior to joining Global View Capital Management in 2025, he worked at the Institute For Wealth Management LLC, Park Avenue Securities, and Guardian Life Insurance Company. He is also president of Purple Butterfly Inc, a service-dog grooming business, which is in the process of closing in 2025. Global View Capital Management provides discretionary investment management and financial planning to individuals, trusts, corporations, and employer-sponsored retirement plans. The firm uses a quantitative, algorithm-driven approach focused on technical signals and risk profiles, and offers multiple investment program options including personalized managed accounts and ETF-only strategies.

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.

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.

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® with nine years of industry experience, currently affiliated with Cetera Planning Partners in Houston, TX. Her prior work includes roles at Avantax Investment Services, Raymond James Financial Services, and Core+ Financial Strategies. Cetera Planning Partners offers investment advisory and financial planning services primarily to individual and high-net-worth clients, especially those nearing or in retirement. The firm employs a structured planning process with personalized financial plans and emphasizes diversified portfolios using mutual funds and ETFs aligned to client risk tolerance.