Cameron Sauer is a CFP® professional at Willis Johnson Wealth with four years of industry experience. He has previously worked at Raymond James Financial and other firms before joining Willis Johnson Wealth. His background includes a range of financial services roles and time spent at Texas A&M University. 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 with diversified model strategies and offers services including retirement planning, estate planning, and in-house CPA tax preparation.

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 at Cetera Planning Partners in Cypress, TX, with 26 years of industry experience. He holds a Series 63 designation and has worked at several firms including Avantax Investment Services and Raymond James Financial Services. Outside of his advisory role, he is a partner in RKBW, LLC, a business involved in equipment leasing and sales. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees. The firm offers comprehensive financial planning and investment management, incorporating tax planning, bookkeeping, payroll support, and estate planning services through affiliated providers.

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.

Alexis Long is a CFP® and holds a Series 66 license with 11 years of experience in financial advising. She has worked at Willis Johnson Wealth and its related entities since 2014, as well as FSC Securities Corp from 2014 to 2018. 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 a range of model strategies alongside tailored solutions and in-house CPA tax services.

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® 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.

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.