Matthew Schwartz is a CFP® and holds a Series 65 license with six years of industry experience. He has worked at TFO Wealth Partners since 2019 and previously held positions at Capstone Partners and Lion Street. Outside of his advisory role, he works as an insurance agent designing life insurance policies. TFO Wealth Partners serves individual clients, family offices, retirement plans, trusts, charitable organizations, and corporate clients, managing approximately $4.85 billion in assets. The firm employs a long-term, asset-allocation driven investment approach using model portfolios primarily composed of mutual funds and ETFs, supplemented by third-party managers, and offers a range of services including portfolio management, family office services, and financial planning.

Chris Galliano Sr. is a financial advisor with Northern Trust Securities, Inc. in Houston, TX, holding Series 63, 65, and 66 licenses and bringing 26 years of industry experience. He has worked at Northern Trust Securities since 2011, following positions at Hilltop Securities, Morgan Stanley, and Citigroup Global Markets. Outside of his advisory role, he assists with tax preparation for his spouse's interior design and construction business. Northern Trust Securities, Inc. serves high-net-worth individuals, retail investors, and institutional clients with discretionary portfolio management through a model-driven wrap fee program. The firm offers Separately Managed Accounts, Fund Strategist Portfolios, and Strategist UMAs via the Fidelity Managed Account Xchange platform, combining advisory, brokerage, and custody services.

Susan Hubbell Sanchez is a financial advisor at AssuredPartners Investment Advisors with 12 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at firms including Pensionmark Financial Group, Creative Planning, and Lockton Financial Advisors. Additionally, she is an insurance agent for property and casualty insurance. AssuredPartners Investment Advisors provides portfolio management, financial planning, pension consulting, and employee benefit plan advisory services to individuals, trusts, retirement plans, and other entities. The firm manages several billion in discretionary assets and serves clients through a team of advisors across multiple offices.

Ann Marie Liotta is a financial advisor with M HOLDINGS SECURITIES, Inc. in Houston, TX, holding a Series 66 designation and nine years of industry experience. She previously worked at Lombard International and currently has roles with Cohn Financial Group and Starboard Advisors LLC, where she provides expertise on tax and investment structures and advises on insurance. She also serves as a producer at Gallagher, focusing on life insurance education and solutions. M HOLDINGS SECURITIES, Inc. serves a diverse client base including individuals, retirement plans, charitable organizations, and corporations through independent Member Firms and Financial Professionals nationwide. The firm offers a range of advisory and brokerage services, including discretionary investment management, retirement plan consulting, financial planning, and insurance advisory, utilizing both internal portfolio managers and third-party sub-advisors.

Mitchell Le Roy is a CFP® professional with five years of industry experience, currently serving at Willis Johnson Wealth in Houston, TX. His prior experience includes roles at Vaughn Wealth Management and multiple positions within Willis Johnson & Associates. 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 along with tailored solutions including structured protection models and private-market allocations.

Cody Bangerter is a financial advisor at Willis Johnson Wealth in Houston, TX, holding a Series 65 credential with one year of industry experience. His prior roles include positions at Beehive Federal Credit Union and academic appointments related to biomedical engineering and education. Willis Johnson Wealth provides comprehensive financial planning and investment management primarily for corporate professionals, executives, and high-net-worth individuals and their families, employing an evidence-based, tax-aware investment approach that emphasizes diversification, low-cost implementation, and systematic rebalancing. The firm offers a range of strategies and tailored solutions, including access to private market investments and in-house CPA tax services.

William Howard is a Series 66-licensed financial advisor with 18 years of industry experience. He has been with Sunbelt Securities, Inc. since 2010 and previously worked at Ameriprise for two years. Outside of his advisory role, he holds a silent ownership interest in Pamco, a non-investment business. Sunbelt Securities, Inc. provides investment advisory and related services to individual and institutional clients through a network of investment adviser representatives. The firm offers a range of portfolio management strategies, including discretionary authority within their wrap-fee program, and does not enforce a uniform investment model across advisors.

James Manale is a CFP® with four years of industry experience, currently advising clients at Intrua Financial in Houston, TX. Prior to joining Intrua Financial, he worked at Alliance Credit Union and LPL Financial LLC. Intrua Financial is a multi-team SEC-registered advisory firm with approximately $1.75 billion in regulatory assets under management, serving individuals, high-net-worth clients, trusts, foundations, and employer-sponsored retirement plans. The firm employs a comprehensive investment process that includes fundamental and technical analysis, offering both discretionary and non-discretionary asset management alongside financial planning and retirement plan consulting services.

Paige Guinn is a Certified Financial Planner® based in Houston, Texas, with 24 years of industry experience. She currently works at Mission Wealth Management, LP and previously held roles at Logic Capital Management, LLC and Integra Wealth Advisors. She is also a licensed life insurance agent in Texas. Mission Wealth Management is a multi-team SEC-registered advisory firm that serves affluent individuals, families, and institutional clients. The firm offers customized wealth management, financial planning, and portfolio management solutions through a variety of service tiers and employs a diversified investment approach including alternative assets and tax-aware strategies.

Robert Bradford is a CFP® professional with 23 years of experience in the financial services industry. He has been with intrua Financial since 2016 and also maintains an association with LPL Financial since 2015. Bradford provides investment advisory services through intrua Financial, an independent registered investment advisor firm. Intrua Financial offers investment advisory and portfolio management, comprehensive financial planning, and retirement-plan advisory services for individuals, high-net-worth clients, trusts, foundations, small businesses, and plan sponsors. The firm employs a combination of fundamental analysis, modern portfolio theory, and technical and cyclical analysis to create customized asset allocations and investment policy statements, managing approximately $1.76 billion in client assets as of December 31, 2024.

Edward Allen III is a CFA® charterholder and holds a Series 65 license with 29 years of industry experience. He has been with Eagle Global Advisors LLC since 1996. Based in Houston, TX, he works at a firm with a multi-team structure that includes a total of 10 advisors. Eagle Global Advisors provides portfolio management services to individual investors, retirement plans, financial institutions, trusts, endowments, and investment companies. The firm employs a combination of top-down and bottom-up analysis using proprietary quantitative models alongside fundamental research, managing discretionary, client-specific strategies across a variety of asset classes including equities, fixed income, and alternative investments.

Michael Smith is a financial advisor with Avidian Wealth Solutions in Houston, TX, holding Series 63 and Series 65 licenses and 23 years of industry experience. He has been with Avidian Wealth Solutions, formerly Streettalk Advisors, since 2003. Outside of his advisory role, he is an owner of Avidian Insurance Agency. Avidian Wealth Solutions is an SEC-registered firm serving individuals, high-net-worth families, businesses, retirement plans, and institutional clients with investment management and financial planning services. The firm manages approximately $3.99 billion in assets and utilizes model-based managed solutions alongside sub-advisors and separately managed accounts, while also acting as a fund sponsor and providing sub-advisory services.

Heidi Davis is a CFP® and PFS™ with 37 years of experience in financial advising. She has been with Linscomb & Williams, now Linscomb Wealth, Inc., since 1992. The firm provides comprehensive wealth planning and investment management to individuals, families, trusts, charitable organizations, and other entities, including specialized family office services. Linscomb Wealth employs a customized investment process combining discretionary portfolio management with tailored planning, integrating both active and passive strategies across diversified asset classes.

Kenneth Green is an advisor at New Edge Wealth in Houston, TX, holding Series 63 and Series 65 licenses. He has one year of industry experience, including prior roles at Charles Schwab & Co., Inc. and Green Wealth Management Group, and spent ten years in full-time education before entering financial advising. New Edge Wealth primarily serves ultra-high-net-worth individuals, families, family offices, foundations, trusts, and institutional clients, offering wealth strategy, financial planning, portfolio management, and institutional consulting. The firm focuses on asset allocation and investor behavior, integrating independent managers and AI-assisted analytics into tailored investment solutions.

Steve Mangold is a ChFC® with 28 years of experience in the financial services industry. He is currently with Arax Advisory Partners and has prior experience at firms including Sanders Morris Harris, Next Financial Group, and Northwestern Mutual Investment Management. Mangold holds Series 63 and Series 65 licenses. Arax Advisory Partners is a multi-team SEC-registered wealth manager overseeing approximately $26.5 billion in assets. The firm serves individuals, high-net-worth clients, family offices, institutions, and retirement plans, utilizing a combination of internal portfolio management, third-party models, and tailored asset allocation to align with client objectives.

Glen Rives is a CFP® professional with 15 years of experience in the financial industry. He is currently with BakerAvenue Wealth Management, LP and has previously worked at firms including Morgan Stanley and Mercer Advisors. BakerAvenue provides wealth management, financial planning, and family office services primarily to high-net-worth individuals and institutional clients. The firm employs multiple investment strategies combining tactical allocation, quantitative analysis, and fundamental research, and offers a broad range of services such as tax and estate planning, philanthropy, and trustee oversight.

Harrison Hamilton is a CFP® with nine years of industry experience, currently serving as a financial advisor at Sunbelt Securities, Inc. in Houston, TX. He has previously worked at Smith Anglin Financial, Fisher Investments, TD Ameritrade, Scottrade, and Farmers Insurance. Sunbelt Securities, Inc. offers investment advisory and related services to individual and institutional clients through a network of investment adviser representatives, providing portfolio management, financial planning, and access to third-party money managers with a flexible approach to investment strategies.

Becky Ruthven is a CFP® with 27 years of industry experience, currently serving as a financial advisor at Csenge Advisory Group, LLC. She has held positions at Integrity Alliance, Lion Street Financial, and FSC Securities Corporation. Ruthven also owns a life and long-term care insurance consulting business. Csenge Advisory Group serves charitable organizations, corporations, and individual clients, including high-net-worth families, offering asset management, financial planning, and retirement plan consulting. The firm employs a top-down investment process combining fundamental and technical analysis, primarily using mutual funds and ETFs, with customized portfolio allocations based on client goals.

John Gutkowski is a CFP®-certified financial advisor with eight years of industry experience, currently serving at Americana Partners, LLC in Houston, TX. He previously worked at Morgan Stanley and Morgan Stanley Private Bank for eight years. Outside of advisory work, he is involved in life and fixed insurance sales. 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, utilizing a range of investment vehicles and third-party managers, and also serves as investment manager or adviser to multiple unregistered private pooled investment vehicles.

Robert Jones is a financial advisor at Americana Partners, LLC with 16 years of industry experience. He holds a Series 66 designation and has previously worked at Collins Family Office and T.A. McKay & Co., Inc. Jones is the sole member of Kairos Investment Holdings LLC, which manages oil and gas royalties. 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 clients’ risk tolerances and objectives, using a range of investment vehicles and third-party managers, and serves as adviser to multiple unregistered private pooled investment vehicles for accredited investors.