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.

Lindsay Lambert is a financial advisor at Concurrent Investment Advisors, LLC with 20 years of industry experience. She holds a Series 66 designation and has worked at firms including Morgan Stanley Smith Barney, Morgan Stanley Private Bank, RBC Capital Markets, and Purshe Kaplan Sterling. Outside of her advisory role, she is an owner of a hospitality property, the Mahogany Bay Hilton, CURIO Collection by Hilton, located in Belize. Concurrent Investment Advisors provides wealth management, investment management, financial planning, and retirement plan advisory services to a broad client base including individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm manages approximately $9.9 billion in client assets across discretionary and non-discretionary mandates and employs a long-term investment approach with customized portfolios.

Robert Burks is a financial advisor at Concurrent Investment Advisors, LLC with 25 years of industry experience. He holds the Series 66 designation and has previously worked at Raymond James Financial Services Advisors, Inc., JP Morgan, and J.P. Morgan Securities. Burks is also active as a financial advisor with Green Financial Group and Winstone Wealth Partners in Houston, TX. Concurrent Investment Advisors is an SEC-registered firm providing wealth management, investment management, and financial planning services to individuals, high-net-worth clients, families, trusts, businesses, and retirement plans. The firm employs a primarily long-term, portfolio-driven investment approach using ETFs, mutual funds, and selected individual securities to align with client goals and risk tolerance.

Ernest Young is a financial advisor with intrua Financial in Shreveport, LA, holding a Series 63 designation and 38 years of industry experience. He has been with Intrua Advisory Group LLC (DBA: Cogent Advisory Group LLC) since 2014 and also associated with LPL Financial, LLC since 2010. Intrua Financial provides investment advisory, 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 year-end 2024.

Joseph Savery is a financial advisor at Americana Partners, LLC with 10 years of industry experience. He holds a Series 66 designation and has previously worked at Purshe Kaplan Sterling Investments and Avalon Wealth Management. In addition to his advisory role, he is an independent licensed insurance agent in Texas, authorized to sell life, accident, and health insurance products. 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 technology platforms, and serves as adviser to multiple unregistered private pooled investment vehicles offered to qualified investors.

Bradley Covey is a CFP® with 28 years of experience in the financial services industry. He is currently with Avidian Wealth Solutions, where he has served since 2021, and has held prior roles at Purshe Kaplan Sterling Investments, STA Wealth Management, J.P. Morgan Securities, and JPMorgan Chase Bank. Covey is also a partner at Avidian Insurance Agency, an affiliated insurance business. Avidian Wealth Solutions is an SEC-registered advisory firm serving individuals, high-net-worth families, businesses, retirement plans, and institutional clients. The firm employs model-based managed solutions combined with sub-advisors and separately managed accounts, and it acts as both a fund sponsor and sub-adviser, offering a range of investment management and financial planning services.

John Grover is a financial advisor with Concurrent Investment Advisors, LLC in Houston, TX. He holds Series 63 and Series 65 credentials and has 36 years of industry experience. Grover is also an independent contractor at Winstone Wealth Partners, where he manages clients. Concurrent Investment Advisors, LLC is an SEC-registered firm providing wealth management, investment management, financial planning, and retirement advisory services to individuals, families, trusts, businesses, and retirement plans. The firm manages approximately $15.7 billion in assets across a multi-office platform and employs a primarily long-term, portfolio-driven investment approach using ETFs, mutual funds, and selected individual securities.

Christy Finken is a financial advisor with BOK Financial Securities, Inc. in Houston, TX, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. She has worked with affiliated entities including Bok Financial Asset Management, Inc. and Bokf, NA. BOK Financial Securities, operating as BOK Financial Advisors, serves a diverse client base including individuals, high-net-worth investors, corporations, retirement plans, government agencies, municipalities, and institutional clients. The firm offers non-discretionary, fee-based investment management through its Guided Portfolio Solutions program, combining quantitative and qualitative research with model strategies across various investment objectives.

Michael Kaplan is a financial advisor with Prospera Financial Services, Inc. in Houston, TX, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney, serving clients for over a decade. Outside of his advisory role, Kaplan owns and operates a travel insurance agency and is involved in buying and selling gold, silver, metals, and fine watches. Prospera Financial Services, Inc. is an enterprise-scale adviser and dually registered broker-dealer serving individuals, high-net-worth clients, corporate and charitable entities, and retirement plans. The firm manages approximately $12.4 billion across 207 advisors and offers investment advisory and financial planning services through multiple platforms and customizable portfolio management options.

Sean Nimmo is a financial advisor with Chilton Capital Management LLC in Houston, TX, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has worked at Chilton Capital Management and related entities since 2010 and is a member of the trust committee at Chilton Capital Management Trust Company. Outside of his advisory role, he is co-manager of SNL Stables, LLC, a horse boarding facility operated by his spouse. Chilton Capital Management provides discretionary portfolio management and advisory services to individual and institutional clients, employing sector-specialized teams and a fundamental, bottom-up research approach. The firm offers a range of strategies and serves a diverse client base, including insurance companies and mutual funds, supported by an affiliated trust company and approximately $2.66 billion in regulatory assets under management.

Jeff Manwaring is a CFP® and Series 65 licensed advisor with 17 years of industry experience. He has worked at Avidian Wealth Solutions since 2021 and previously spent 13 years at Fca Corp. Manwaring is based in Houston, TX. Avidian Wealth Solutions is an SEC-registered advisory firm serving individuals, high-net-worth families, businesses, retirement plans, and institutional clients. The firm manages approximately $3.99 billion in assets and offers investment management, financial planning, and ERISA-plan advisory services, utilizing model-based solutions, sub-advisors, and separately managed accounts.

Adam Gross is a financial advisor at Advisory Services Network with 16 years of industry experience. He holds a Series 65 designation and has been with Advisory Services Network since 2017, following a year at SMS Capital Management. Based in Houston, TX, Gross provides financial advisory services through a firm that supports individuals, families, corporations, and charitable organizations. Advisory Services Network operates as an independent network of approximately 208 Investment Adviser Representatives, managing about $8.6 billion in client assets. The firm offers diverse investment and retirement planning services, employing various strategies across multiple asset classes tailored to client objectives.

James Hodges is a financial advisor at Avidian Wealth Solutions in Houston, TX, holding Series 63 and Series 66 licenses with 25 years of industry experience. He previously worked at STA Wealth Management, LLC from 2020 to present and at Semita Asset Management from 2015 to 2020. 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, frequently uses third-party sub-advisors, and actively manages pooled and private funds.

Alexandra Neault is a financial advisor at Corda Investment Management, LLC with four years of industry experience. She holds Series 65 and Series 63 licenses. Prior to joining Corda, she was affiliated with Florida Financial Advisors and Trinity Wealth Securities. 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 integrated financial planning, serving individuals including high-net-worth clients, as well as pension consulting and tax and estate-planning services.

Patricia Peterson is a financial advisor at Concurrent Investment Advisors, LLC with 42 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Outside of her advisory role, she co-owns an online jewelry business, So Loved, LLC. Concurrent Investment Advisors provides wealth management, financial planning, and retirement advisory services to individuals, families, trusts, businesses, and retirement plans. The firm manages approximately $9.9 billion in client assets across discretionary and non-discretionary mandates, employing a long-term investment approach with customized portfolios.

Nicholas Bare is a CFP® with seven years of experience in the financial services industry. He has worked at Linscomb and Williams Inc. since 2019 and previously spent five years at Blue Ridge Technologies. Nicholas is based in Houston, TX. Linscomb Wealth, Inc. provides comprehensive wealth planning, portfolio management, and investment consulting to individual, high-net-worth, and ultra-high-net-worth clients, as well as trusts, foundations, and retirement plans. The firm offers specialized family office services and retirement-plan fiduciary consulting, utilizing model portfolios and customized strategies through collaboration with an internal Investment Committee.

Ryan Bridges is a Series 65-credentialed advisor at Simplicity Wealth with one year of industry experience. His prior work history includes roles at Green Tweed, Huntsman Corp, and JSC Federal Credit Union, among others. He is also involved with Grad Plan LLC doing business as B-FinancialWise. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, corporate and institutional investors, and other financial firms. The firm uses a fund-of-funds approach with ETFs, mutual funds, and individual securities, alongside model portfolios monitored and rebalanced regularly, and combines advisory services with technology and operational solutions for other advisers.

Raymond Knezek II is a financial advisor with Sequent Planning, LLC, holding Series 63 and Series 65 licenses and six years of industry experience. He has worked at firms including JPMorgan Chase Bank and Edelman Financial Engines. Knezek also serves as a field underwriter for Futurity First Insurance Group, focusing on retirement planning and estate protection. Sequent Planning, LLC (doing business as Futurity First Wealth Management) is an SEC-registered investment adviser serving individuals, retirement plan sponsors, businesses, endowments, and nonprofits. The firm offers asset management, financial planning, and retirement-plan services utilizing a structured risk framework and a combination of firm-developed and third-party manager models.

George Abboud is a financial advisor with World Equity Group, Inc. in Houston, TX, holding a Series 66 designation and 16 years of industry experience. He has been with World Equity Group since 2014 and previously worked at PKS Advisory Services, LLC. Outside his advisory role, Abboud is involved in business consulting and executive retention through a partnership with Exponent Prosperity Accelerator Advisors, LLC. World Equity Group provides fee-based investment advisory and financial planning services to individuals, institutions, and charitable organizations. The firm offers managed portfolios through wrap-fee programs that combine discretionary management, financial planning, and access to third-party money managers.

Tracy Griffin is a financial advisor at Americana Partners, LLC in Houston, TX, holding Series 63 and Series 66 licenses with 28 years of industry experience. Prior to joining Americana Partners in 2019, Griffin worked at Purshe Kaplan Sterling Investments, Inc. and Morgan Stanley Smith Barney. Americana Partners provides financial planning, consulting, discretionary investment, and wealth management services to individuals—including high-net-worth and ultra-high-net-worth international clients—as well as corporations, trusts, estates, and charitable organizations. The firm offers customized portfolio management utilizing a range of investment vehicles and integrates family-office administrative services alongside its investment offerings.