James Reddish is a CFP® professional with 20 years of experience in the financial advisory industry. He is affiliated with Sunbelt Securities, Inc. and has been operating Judd/Reddish Private Wealth Consultants since 2011. Prior to that, he worked at Ameriprise from 2006 to 2010. Reddish serves on the advisory board of Bay Oaks Country Club in Houston, TX. 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 variety of strategies and solutions, including a wrap-fee program, standalone financial planning, and referrals to third-party money managers.

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 CFP® with 30 years of experience in the financial services industry. He currently works at Arax Advisory Partners and has held prior roles at firms including USCA Asset Management LLC, U.S. Capital Wealth Advisors, UBS Financial Services, and Merrill. He is also a 25% owner of RAD Industries LLC, an investment company focused on acquiring restaurants. Arax Advisory Partners provides wealth management and advisory services to a diverse client base including individuals, family offices, institutions, and businesses. The firm offers portfolio management, financial planning, retirement consulting, and private fund advisory, utilizing both traditional and alternative investments across a large team of advisors.

Robert Wilson is a financial advisor with Navy Federal Investment Services, LLC, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at LPL Financial, Premier America Credit Union, Bank of America, and Merrill. Navy Federal Investment Services serves members of Navy Federal Credit Union as well as individual, trust, and institutional clients, providing portfolio management, financial planning, retirement-plan fiduciary services, and automated investment options primarily through managed advisory programs that utilize third-party portfolio managers.

Noe Hernandez is a financial advisor with BBVA Global Wealth Advisors, Inc. in Houston, TX. He holds a Series 66 designation and has 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, Inc. provides investment advisory services to individuals, high-net-worth clients, businesses, and family offices. The firm develops investor risk profiles to guide portfolio construction using a range of mutual funds, ETFs, UCITS, structured products, and individual securities, with an approach informed by BBVA S.A.’s fund research and third-party resources.

Jesse Carrillo is a financial advisor with Capital Analysts in Sugarland, TX, holding Series 63 and Series 65 licenses and having 10 years of industry experience. He has worked at Lincoln Investment since 2016 and Dearborn & Creggs since 2015. Outside of advising, Carrillo is co-founder and consultant for Rooted Life, an education consulting venture where he engages as a speaker and facilitator on topics related to education, leadership, and work/life balance. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, trusts, and institutions, providing portfolio management and retirement-plan advice through both discretionary and non-discretionary approaches supported by an in-house investment management team and third-party managers.

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.

Deborah Palmer is a financial advisor at Arax Advisory Partners with 33 years of industry experience. She has held various roles in wealth management throughout her career, including positions at UBS Financial Services and multiple affiliated firms connected to U.S. Capital Wealth Advisors. Palmer holds the Series 63 designation and is based in Houston, TX. Arax Advisory Partners provides wealth management and advisory services to a diverse client base that includes individuals, family offices, institutions, and businesses. The firm offers portfolio management, financial planning, retirement plan consulting, and private fund advisory, utilizing both traditional and alternative investments with an emphasis on a fiduciary, asset-based approach.

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 with 33 years of industry experience. He previously worked at Fisher Investments and TD Ameritrade. His credentials include Series 63 and Series 66 licenses. 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 offers discretionary portfolio management and financial planning for individuals and pension consulting, using various investment strategies including long- and short-term trading, options, and direct indexing.

Patricia Barrett is a CFP® professional at Chilton Capital Management LLC with one year of industry experience. She previously worked at Lifetime Planning LLC for five years. Chilton Capital Management provides discretionary portfolio and wealth management primarily to individuals, high-net-worth clients, and institutional accounts, utilizing a fundamental, bottom-up research process focused on long-term capital growth and income. The firm offers a range of strategies and integrates financial planning with fiduciary services, including trustee and sub-advisory capabilities.

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. with 45 years of industry experience. He previously worked at UBS Financial Services Inc. and Citigroup Global Markets. In addition to his advisory role, he serves as a trustee for the Newman Living Trust and is involved in a fixed insurance business. Prospera Financial Services, Inc. is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and other business entities, offering financial planning and portfolio management through multiple advisory programs and platforms.

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, Fidelity Personal and Workplace Advisors, and LPL Financial. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, employer-sponsored retirement plans, ESOPs, and institutional clients. The firm’s investment approach focuses on long-term, diversified asset allocation using centrally managed sleeves and model portfolios, with oversight by an internal investment team and 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.

Andres Rodriguez is a financial advisor at Royal Fund Management, LLC with one year of industry experience. He holds a Series 65 credential and previously worked at AR Financial Group Inc. as a junior partner and insurance agent, where he provided life and health insurance quotes and fixed indexed annuity illustrations. Andres also worked at the University of Houston Clear Lake from 2019 to 2023. Royal Fund Management, LLC serves individuals, corporations, pension and profit-sharing plans, and charitable organizations by offering portfolio management, financial planning, and pension consulting. The firm employs a range of strategies from long-term investing to options writing, with regular portfolio monitoring aligned with documented risk tolerances.