Noe Hernandez is a financial advisor with BBVA Global Wealth Advisors, Inc. in Houston, TX, holding a Series 66 designation and 10 years of industry experience. Prior to joining BBVA Global Wealth Advisors in 2025, he worked at Alterna Wealth Management and Alterna Securities, Inc. from 2016 to 2025. BBVA Global Wealth Advisors serves individual and high-net-worth clients, businesses, and family offices primarily through portfolio advisory and wrap-fee programs. The firm’s investment approach links each client’s Investor Risk Profile to investment guides developed with BBVA S.A.’s Global Wealth Investment Committee and emphasizes a combination of strategic and tactical asset allocation with a non-discretionary model requiring client approval for trades.

Jesse Carrillo is a financial advisor with Capital Analysts who holds Series 63 and Series 65 licenses and has 10 years of industry experience. He has worked at Lincoln Investment since 2016 and at Dearborn & Creggs since 2015. Outside of his advisory role, he is the co-founder of Rooted Life, an education consulting venture where he speaks and facilitates on topics related to education and leadership. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, and institutional clients, offering discretionary and non-discretionary portfolio management supported by an in-house investment research team and a proprietary mutual fund screening process.

Patrick Meraz is a financial advisor at PFG Advisors in Houston, TX, holding a Series 66 designation with two years of industry experience. Prior to joining PFG Advisors, he worked at United Planners, OSAIC, and First Service Credit Union. PFG Advisors provides fee-based investment advisory services to a diverse client base including individuals, retirement plans, trusts, charitable organizations, corporations, and financial institutions. The firm delivers its investment approach through a network of representatives who utilize model portfolios and third-party managers, emphasizing macro allocation with index-based ETFs and multiple platform offerings.

Sergio Sosa is a financial advisor with Bolton Securities Corporation in Houston, TX, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. He has worked at Bolton Global Asset Management and Bolton Global Capital since 2018, and previously at JP Morgan Securities LLC and JP Morgan Chase Bank from 2012 to 2018. Outside of his advisory work, he is co-owner and manager of Teak Accents, LLC, a business focused on building and selling home accents. Bolton Global Asset Management provides discretionary and non-discretionary asset management and financial planning services to a diverse client base, including individuals, high-net-worth investors, charitable organizations, corporations, and retirement plans. The firm’s advisor-driven approach customizes portfolios using mutual funds, ETFs, equities, and fixed-income securities, balancing long-term orientation with tactical trading and rebalancing.

Pamela Ahlers is a CFP® with 39 years of industry experience, currently serving at Harbour Investments, Inc. since 2012 and leading Ahlers Financial Group since 2022. She previously worked at Ahlers & Stoll CPA's for 38 years. In addition to her advisory role, she is an independent insurance agent and prepares accounting and tax returns for clients through her CPA firm. Harbour Investments provides investment advisory and financial planning services to a diverse client base, including individuals, charitable and corporate clients, and retirement plans. The firm employs both fundamental and technical analysis to create customized strategies, offering discretionary and non-discretionary portfolio management alongside model-based solutions.

Deborah Palmer is a financial advisor at Arax Advisory Partners in Houston, TX, with 33 years of industry experience. She holds a Series 63 designation and has previously worked at U.S. Capital Wealth Advisors, LLC and USCA Securities LLC. Palmer also serves as head of operations and senior managing director at U.S. Capital Wealth Advisors, LLC, focusing on back office operations. Arax Advisory Partners is an SEC-registered, multi-team wealth manager overseeing approximately $26.5 billion in assets through a staff of more than 200 advisors. The firm serves individuals, high-net-worth clients, family offices, institutions, and retirement plans, offering services including financial planning, portfolio management, retirement plan consulting, and advisory support for pooled private funds.

Keaton Schultz is a financial advisor at Northern Trust Securities, Inc. with one year of industry experience. He holds a Series 66 designation and has worked previously at Turtle Creek Wealth and Probity Advisors, Inc. before joining Northern Trust Securities. Northern Trust Securities, Inc. is an SEC-registered investment adviser and FINRA-registered broker-dealer serving high-net-worth individuals, retail investors, and institutional clients. The firm offers model-driven discretionary portfolio management through Separately Managed Accounts and other managed portfolios, combining advisory, brokerage, and custody services.

William Gorman is a financial advisor at Corda Investment Management, LLC in Houston, TX, with 33 years of industry experience. He holds the Series 63 and Series 66 designations and has previously worked at Fisher Investments and TD Ameritrade. 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 and in-house tax and estate-planning services.

Patricia Moore is a CFP® with 17 years of industry experience, currently serving at ValMark Advisers, Inc. since 2010. She is also president of Patlyn Consulting Group, LLC, a management consulting firm. Moore has worked with Verde Wealth Group, LLC and Valmark Securities, Inc. throughout her career. ValMark Advisers, Inc. provides investment advisory and financial planning services to a diverse client base, including individual and high-net-worth investors, retirement plan sponsors, and institutional entities. The firm employs a goal-based, diversified investment approach utilizing mutual funds, ETFs, and separate-account managers, with oversight from its investment committee.

Sarah Evans is a financial advisor at Ausdal Financial Partners, Inc. with a Series 65 designation and one year of industry experience. Prior to joining Ausdal, she worked at Argosee LLC and held positions in education at the University of Houston and The Woodlands College Park High School. Ausdal Financial Partners serves individuals, trusts, estates, retirement plans, and business entities, managing approximately $3.73 billion for over 16,000 clients. The firm offers a broad range of services including advisor-managed and separately managed accounts, retirement-plan advisory, and financial planning, with investment strategies tailored to clients’ objectives and risk tolerance.

David Moeller is a financial advisor at Symphony Financial, Ltd. Co. in Houston, TX, holding Series 65 and Series 66 licenses with 20 years of industry experience. He has been with Symphony Financial since 2014 and has also been affiliated with LPL Financial since 2009. Symphony Financial, Ltd. Co. provides 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 employs a long-term investment approach combining fundamental and technical analysis, tailoring portfolios to client risk profiles and objectives.

Abby Steininger is a financial advisor at Linscomb Wealth, Inc. in Houston, TX, with seven years of industry experience. She holds the Series 66 designation and has previously worked at Avalon Investment & Advisory, BBVA Wealth Solutions, and Compass Bank. Linscomb Wealth offers comprehensive wealth planning, portfolio management, and investment consulting services to individual, high-net-worth, and ultra-high-net-worth clients, as well as trusts, foundations, and retirement plans. The firm also provides specialized family office services and retirement-plan fiduciary consulting.

Steven Schwartz is a CFP® with 22 years of industry experience, currently serving as a financial advisor at TFO Wealth Partners since 2010. He is also the owner of Synergy Risk Management, Ltd., an insurance and annuities business he has operated since 1983. Outside of his advisory role, he is a partner in a data capital partnership involved with private investments. TFO Wealth Partners serves a diverse client base including high-net-worth individuals, family offices, retirement plans, trusts, charitable organizations, and corporate clients. The firm manages approximately $4.85 billion in assets through a team of about 55 advisors, focusing on long-term, asset-allocation strategies using mutual funds, ETFs, and third-party managers.

James Smith is a financial advisor at Prospera Financial Services, Inc. in Houston, TX, holding Series 63 and Series 65 licenses with 45 years of industry experience. He previously worked at UBS Financial Services Inc. for 10 years before joining Prospera in 2019. Outside of his advisory role, Mr. Smith is an insurance agent and serves as a trustee for the Newman Living Trust. Prospera Financial Services, Inc. is an enterprise-scale adviser and dually registered broker-dealer serving a diverse client base, including high-net-worth individuals, corporate and charitable entities, and retirement plans. The firm manages approximately $12.4 billion through about 207 advisors across 140 offices, offering investment advisory and financial planning services through multiple platforms and customizable portfolio solutions.

Hector Luna is a financial advisor at Merit Financial Advisors in Houston, TX, holding Series 63 and Series 65 licenses with 14 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, MAI Capital Management, LPL Financial, and Fidelity. Merit Financial Group, LLC manages approximately $10.6 billion and serves a diverse client base including individuals, businesses, retirement plan sponsors, and charitable organizations. The firm employs a long-term, diversified investment approach using model portfolios and customizable sleeves, supported by a central Investment Management team and Investment Committee.

Kent Boatwright is a financial advisor with Strategic Financial Concepts, LLC in Houston, TX, holding a Series 66 designation and six years of industry experience. His prior work includes positions at LPL Financial, The Yoakum National Bank, Primeway Federal Credit Union, and National Financial Alliance. Outside of his advisory work, he has engaged in ridesharing services as a driver for DoorDash and Lyft. Strategic Financial Concepts, LLC provides personalized investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, and business entities. The firm offers discretionary investment management using both fundamental and technical analysis, model portfolios, and third-party money managers, with a notable emphasis on insurance-related activities integrated into its multi-team practice.

Elizabeth Switzer is a CFP® professional with ten years of industry experience, currently serving as an advisor at Larson Financial Group, LLC. Her previous roles include positions at Motley Fool Wealth Management, Wells Fargo Advisors, and Moneta Group Investment Advisors. Larson Financial Group, LLC provides financial planning, portfolio management, and retirement-plan consulting primarily for doctors and related businesses, serving individuals, trusts, corporations, nonprofits, and pension plans. The firm uses a combination of model asset-allocation portfolios and custom discretionary programs, incorporating both strategic and tactical investment approaches, and offers pension consulting services alongside affiliated broker-dealer and commercial real estate activities.

Mark Cohen is a financial advisor at Arete Wealth Advisors, LLC in Houston, TX, holding Series 63 and Series 65 licenses with 34 years of industry experience. His prior work includes positions at National Securities Corporation and Fincadia. Outside of his advisory role, he is involved in several business ventures including ownership of Cohen Sports & Entertainment and the Black Cohen Group, which operates in construction and healthcare products. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, charitable organizations, and businesses. The firm primarily manages assets on a discretionary basis using a mix of advisor-driven and proprietary rule-based model allocations, with additional support from third-party sub-advisers.

Andrew Lichtenberger is a CFP® with four years of industry experience, currently serving at The Mather Group, LLC. He previously worked at Charles Schwab Bank, SSB and Charles Schwab & Co., Inc, among other financial and educational institutions. The Mather Group primarily serves high-net-worth individuals, family offices, trusts, corporations, and other entities, offering comprehensive financial planning, investment management, tax and estate planning guidance, and family office services. The firm employs an evidence-based investment approach with customized portfolio options and integrates AI and machine-learning tools alongside human oversight.

Kelly Rushing is a financial advisor at Arax Advisory Partners with 54 years of industry experience. He holds a Series 63 designation and has worked at several firms, including U.S. Capital Wealth Advisors and USCA Securities. Outside of his advisory role, Rushing serves as a director of the Texas Historical Foundation and is a board member of the Open Door Mission, both nonprofit organizations. Arax Advisory Partners is a multi-team wealth manager overseeing approximately $26.5 billion in assets. 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 strategies.