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.

James Smith is a financial advisor at Prospera Financial Services, Inc. in Houston, TX, holding Series 63 and Series 65 licenses with 45 years of industry experience. He previously worked at UBS Financial Services Inc. for 10 years before joining Prospera in 2019. Outside of his advisory role, Mr. Smith is an insurance agent and serves as a trustee for the Newman Living Trust. Prospera Financial Services, Inc. is an enterprise-scale adviser and dually registered broker-dealer serving a diverse client base, including high-net-worth individuals, corporate and charitable entities, and retirement plans. The firm manages approximately $12.4 billion through about 207 advisors across 140 offices, offering investment advisory and financial planning services through multiple platforms and customizable portfolio solutions.

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, MAI Capital Management, LPL Financial, and Fidelity. Merit Financial Group, LLC manages approximately $10.6 billion and serves a diverse client base including individuals, businesses, retirement plan sponsors, and charitable organizations. The firm employs a long-term, diversified investment approach using model portfolios and customizable sleeves, supported by a central Investment Management team and Investment 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.

Elizabeth Switzer is a CFP® professional with ten years of industry experience, currently serving as an advisor at Larson Financial Group, LLC. Her previous roles include positions at Motley Fool Wealth Management, Wells Fargo Advisors, and Moneta Group Investment Advisors. Larson Financial Group, LLC provides financial planning, portfolio management, and retirement-plan consulting primarily for doctors and related businesses, serving individuals, trusts, corporations, nonprofits, and pension plans. The firm uses a combination of model asset-allocation portfolios and custom discretionary programs, incorporating both strategic and tactical investment approaches, and offers pension consulting services alongside affiliated broker-dealer and commercial real estate activities.

Mark Cohen is a financial advisor at Arete Wealth Advisors, LLC in Houston, TX, holding Series 63 and Series 65 licenses with 34 years of industry experience. His prior work includes positions at National Securities Corporation and Fincadia. Outside of his advisory role, he is involved in several business ventures including ownership of Cohen Sports & Entertainment and the Black Cohen Group, which operates in construction and healthcare products. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, charitable organizations, and businesses. The firm primarily manages assets on a discretionary basis using a mix of advisor-driven and proprietary rule-based model allocations, with additional support from third-party sub-advisers.

Andrew Lichtenberger is a CFP® with four years of industry experience, currently serving at The Mather Group, LLC. He previously worked at Charles Schwab Bank, SSB and Charles Schwab & Co., Inc, among other financial and educational institutions. The Mather Group primarily serves high-net-worth individuals, family offices, trusts, corporations, and other entities, offering comprehensive financial planning, investment management, tax and estate planning guidance, and family office services. The firm employs an evidence-based investment approach with customized portfolio options and integrates AI and machine-learning tools alongside human oversight.

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.