Alba Sandoval is a financial advisor at Arax Advisory Partners in Houston, TX, holding a Series 66 designation with eight years of industry experience. Prior to joining Arax in 2026, she worked at U.S. Capital Wealth Advisors and Ontada LLC, where she is currently employed as a Customer Engagement Manager in an oncology data science and technology business. Arax Advisory Partners serves a diverse client base including individuals, high-net-worth clients, family offices, institutions, and businesses. The firm offers comprehensive wealth management and advisory services with a fiduciary approach, utilizing a combination of in-house portfolio teams, external managers, traditional and alternative investments, and AI-supported research and analytics.

Brian Hays is a financial advisor with Mutual Advisors, LLC in Houston, TX, holding Series 63 and Series 65 designations and 23 years of industry experience. His career includes roles at Rosehill Asset Management, Wfga, Polaris Wealth Advisory Group, Greystone Financial Group, LPL Financial, Amegy Investments, and Zions Capital Advisors. He is the sole owner of Haysvest, LLC, a personal oil and gas well investment business. Mutual Advisors, LLC serves a diverse client base ranging from individual investors to institutional clients, offering asset management, financial planning, and ERISA plan consulting. The firm manages portfolios using both active and passive strategies with multiple analytical approaches and is notable for its scale of institutional assets under management and its service to less common institutional clients, including sovereign wealth funds.

Zachary Tassin is a financial advisor at Willis Johnson Wealth with two years of industry experience. He holds a Series 66 designation and previously worked at Raymond James Financial Services Advisors, Inc. He is also associated with Global Asset Management Group as an associate. 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 specialized services such as in-house CPA tax preparation and a Families Program that accommodates household accounts.

Gerardo Martinez is a financial advisor at CORDA Investment Management, LLC based in Houston, TX, with five years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Brighton Jones, PricewaterhouseCooper, DoorDash, and Dunkin Donuts. 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 provides discretionary portfolio management and integrated financial planning to individuals, including high-net-worth clients, and offers pension consulting, tax preparation, and estate-planning document services.

Nita Singhal is a financial advisor at St. Bernard Financial Services, Inc. with 11 years of industry experience. She holds a Series 66 designation and has worked previously at Mass Mutual Investors Services, MetLife Securities, and Saxony Securities. Outside of her advisory role, she is a passive owner in a software-related consultancy business and operates a personal securities trading consultancy. St. Bernard Financial Services serves individuals, families, trusts, estates, and small businesses with portfolio management and investment implementation, employing a long-term, conservative growth approach based on Modern Portfolio Theory and tactical asset allocation. The firm operates with a dual investment adviser and broker-dealer structure and generally manages client assets on a non-discretionary basis.

James Snelson is a financial advisor with Americana Partners, LLC in Houston, TX, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments and Morgan Stanley. Outside of advising, he is a partner in Hometown Hats LLC, a retail and online store, and serves as a pastor at Mid-Cities Community Church in Midland, Texas. 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 client risk tolerances and objectives, utilizing a range of investment vehicles and technology platforms, and manages multiple private pooled investment vehicles for accredited investors.

Christopher Roberts is a financial advisor at Avidian Wealth Solutions in Houston, TX, holding a Series 65 designation with eight years of industry experience. He has been with Avidian Wealth Solutions and its predecessor firms since 2017. 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, including alternative investments, and maintains active roles with pooled and private funds.

David Cox is a financial advisor at Verity Asset Management with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Verity Asset Management since 2021. Outside of his advisory role, he also sells indexed annuities and reviews accounts through a teaching pension-related business. Verity Asset Management is a multi-team SEC-registered advisory firm managing approximately $1.15 billion with a 55-adviser roster. The firm serves individuals, retirement plan sponsors, institutional clients, and other advisers, offering model-based portfolio management and customized investment solutions, including both internally managed and third-party strategies.

Kevin Hopkins is a financial advisor at CORDA Investment Management, LLC with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including Scottrade, TD Ameritrade, Fidelity, and Chase Investment Services. Hopkins has been with CORDA since 2018. CORDA Investment Management is a multi-team registered investment adviser managing approximately $2.0 billion in client assets for over 1,300 clients through a team of around 30 advisors. The firm offers discretionary portfolio management and integrated financial planning for individuals and retirement plans, utilizing customized investment strategies such as long- and short-term trading, options, direct indexing, and long/short approaches.

John Carlisle is a financial advisor at Americana Partners, LLC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Jefferies LLC and Morgan Stanley & Co. Incorporated. Outside of his advisory role, he is a member and owner of Five Pesos Partners LLC, a ticket brokerage business. 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 according to client risk tolerances and objectives, utilizing a range of investment vehicles and third-party managers, and manages multiple private pooled investment vehicles for qualified investors.

William Herbig is a financial advisor at Victory Financial with one year of industry experience. He holds a Series 65 designation and previously worked at Equitable Advisors, LLC for two years. Outside of his advisory role, he is involved with the Financial Independence Group as a financial consultant focusing on insurance sales. Victory Financial Group provides financial planning, consulting, and discretionary investment and wealth management services to a diverse client base, including individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs diversified, asset-allocation model portfolios guided by fundamental, cyclical, and behavioral analysis within a Modern Portfolio Theory framework.

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, holding a Series 65 credential and one year of industry experience. He has worked at Momentum Financial Group since 2001 and is the founder of an insurance agency specializing in fixed indexed annuities and life insurance products. Foundations Investment Advisors provides financial planning and portfolio management to a diverse client base, including individuals, high-net-worth clients, retirement plans, and registered investment companies. The firm employs a range of investment strategies and utilizes third-party sub-advisers and custodians to support its services.

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 at Arax Advisory Partners with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at UBS Financial Services and Merrill, among other firms. His career includes senior roles at U.S. Capital Wealth Advisors and USCA Securities. Arax Advisory Partners provides wealth management and advisory services to a diverse client base, including individuals, high-net-worth clients, family offices, institutions, and businesses. The firm offers discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and private fund advisory, employing a mix of internal teams, independent managers, and alternative investments.

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.