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.

Gerald Brooks is a financial advisor with Foundations Investment Advisors LLC and holds a Series 65 designation. He has 25 years of industry experience, including his current role and his longstanding position with Momentum Financial Group. Brooks is the founder of Momentum Financial Group’s insurance agency, where he actively provides fixed indexed annuities and life insurance products. Foundations Investment Advisors, LLC offers financial planning and portfolio management services to a diverse client base, including individual and high-net-worth clients, retirement plans, and registered investment companies. The firm uses a combination of fundamental, technical, and cyclical analysis in its investment approach and provides services through a large network of affiliated offices and representatives.

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.

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.

Robert Wilson is a Series 66-licensed financial advisor with eight years of industry experience. He is currently with Navy Federal Investment Services, LLC and has prior experience at LPL Financial, Premier America Credit Union, Bank of America, and Merrill. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union along with individual, trust, and institutional clients, providing financial planning, retirement-plan fiduciary services, and portfolio management through advisory and brokerage channels. The firm utilizes third-party portfolio managers via the Envestnet platform and offers overlay services and a Private Wealth Consulting program for clients with $1 million or more.

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.

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.