Bruce Garrison is a CFA® charterholder with 15 years of experience in the financial industry, currently serving at Chilton Capital Management LLC since 2011. He previously worked briefly with Salient Capital Advisors, LLC in 2011. Outside of his advisory role, he serves as a director and audit committee member for a real estate development company. Chilton Capital Management provides discretionary portfolio and wealth management services to individuals, high-net-worth clients, pooled vehicles, and institutional accounts. The firm employs a fundamental, bottom-up research approach focused on long-term capital growth and income, offering dedicated strategies across equities, fixed income, ETFs, and alternative investments.

Randall Neighbour is a financial advisor with The Fiduciary Alliance in Houston, TX, holding Series 66 and Series 65 credentials and 13 years of industry experience. His prior roles include positions at Lincoln Financial Advisors, Sigma Planning Corporation, and Fortune Financial Services. Outside of his advisory work, he serves as President and Chairman of the Board for Touch Outreach Ministries and is involved in authoring religious publications as well as leading a nonprofit focused on financial education. The Fiduciary Alliance provides investment management and comprehensive financial planning services to individuals, including high-net-worth clients, retirement plans, and other advisers. The firm employs a combination of fundamental and technical analysis and offers discretionary portfolio management alongside estate planning, business planning, and risk management support.

Javier Altimari is a CFP® with 14 years of industry experience, currently serving as Founder and Managing Partner at Americana Partners, LLC in Houston, TX. His prior experience includes roles at Oppenheimer & Co. Inc and GFS Advisors, LLC. He is also the owner and director of Altimari & Co. LLC, a personal holding company focused on venture capital and private equity investments. Americana Partners provides financial planning, consulting, and discretionary investment and wealth management services to individuals, trusts, estates, charitable organizations, and business entities. The firm offers customized portfolios across a broad range of investment vehicles and manages multiple private pooled investment vehicles for accredited investors, incorporating technology platforms and third-party managers in its implementation process.

Jonathan Adams is a financial advisor at OneSeven with a Series 65 designation and one year of industry experience. Prior to joining OneSeven, he worked at Apollon Wealth Management, LLC and has a background that includes legal studies at the University of Texas School of Law and the London School of Economics. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm emphasizes a primarily long-term investment approach and offers diversified portfolios with access to alternatives and private placements, while also leveraging third-party platforms and consulting relationships to enhance its services.

Marques Cormier is a financial advisor with HUB Investment Partners, LLC in Houston, TX, holding Series 63 and Series 66 credentials and 17 years of industry experience. Prior to joining HUB Investment Partners in 2020, he worked at ZT Wealth Advisory for four years. He serves on the board of Foundation 99 in San Marcos, Texas, contributing to fundraising strategy and volunteer financial coaching. HUB Investment Partners serves a diverse client base including institutional, corporate, municipal, and high-net-worth individual clients. The firm employs a combination of active and passive investment strategies and offers discretionary and non-discretionary portfolio management along with specialized services for banking and municipal clients.

Ross Langley is a CFP® professional with 17 years of industry experience. He has been with Halbert Hargrove since 2011 and also operates Langley & Associates, a certified public accounting practice. Halbert Hargrove Global Advisors serves a diverse client base including high-net-worth individuals, pensions, trusts, and charitable organizations, managing approximately $4.2 billion across a multi-advisor platform. The firm offers discretionary, fee-only investment management and financial planning, employing an Investment Committee to construct diversified portfolios using a wide range of asset classes and investment strategies.

Karl Krueger is a financial advisor at Avidian Wealth Solutions in Houston, TX, holding a Series 66 designation with 26 years of industry experience. He has been with Sta Wealth Management, LLC since 2015. 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 a range of services including discretionary portfolio management, financial planning, and ERISA-plan advisory work, utilizing model-based managed solutions and sub-advisory arrangements.

Frances Longshore is a CFP® with 37 years of industry experience, currently serving at Tucker Asset Management LLC since 2021. She has worked at Principal Financial for 15 years and has been the owner and president of Longshore Financial Group since 1988. Outside of advisory work, she is involved in selling Medicare supplement insurance, fixed annuities, fixed insurance, and long-term care products. Tucker Asset Management serves individual and high-net-worth clients as well as foundations, trusts, estates, and charitable organizations, providing discretionary investment management and financial planning through a network of independent investment adviser representatives. The firm employs a top-down, macroeconomic asset-allocation process and offers a range of strategies including growth, fixed income, direct indexing, and alternative investments.

Thomas Payne is a financial advisor with Calton & Associates, Inc. in Houston, TX, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked at Calton & Associates since 2015 and previously spent 11 years with Tri Star Advisors. Calton & Associates is a multi-team registered investment adviser that serves individuals, retirement plans, trusts, estates, and other business entities. The firm offers a combination of fee-based portfolio management, financial planning, and commission-based brokerage and insurance products, employing a range of analytical approaches and using both firm-sponsored programs and third-party money managers to manage client portfolios.

Matthew Britton is a CFP® and holds a Series 66 license with six years of industry experience. He has worked at Linscomb Wealth, Inc. since 2024 and previously spent five years at Edward Jones. Linscomb Wealth provides comprehensive wealth planning and investment management services to a wide range of clients, including high-net-worth individuals, families, trusts, and charitable organizations. The firm employs a customized investment approach overseen by an Investment Committee and offers specialized family office services.

Nicholas Prangner is a CFP® with 19 years of industry experience, currently serving at World Equity Group, Inc. since 2020. He previously worked at IMG Financial Group and Securian Financial Services INC for a combined 11 years. Outside of his advisory role, he is involved with Exponent Prosperity Accelerator Advisors LLC, focusing on business development and executive retention. World Equity Group, Inc. provides fee-based investment advisory and financial planning services to a range of clients including individuals, pension plans, trusts, and charitable organizations. The firm offers managed portfolios through its wrap-fee program, combining discretionary portfolio management with financial planning and access to third-party managers.

Shannon Willems is a financial advisor at New Edge Wealth with 14 years of industry experience. He holds a Series 66 designation and previously worked at Sanford C. Bernstein & Co., LLC for 12 years. Willems has been with New Edge Wealth and its affiliated broker-dealer since 2026. New Edge Wealth primarily serves ultra-high-net-worth individuals, families, family offices, foundations, trusts, and other institutional clients. The firm focuses on asset allocation and investor behavior, tailoring portfolios through a combination of independent managers, model strategies, and proprietary investment solutions, supplemented by AI-assisted analytics with human oversight.

Annelise Bovet is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Robertson Stephens. Her prior roles include positions at Collaboration Capital LLC, Perigon Wealth Management, and Chilton Capital Management. She is also a licensed Notary Public. Robertson Stephens provides investment advisory services to individuals, families, trusts, and charitable organizations, managing over $8 billion in assets. The firm offers a range of portfolio management and planning services, utilizing in-house models and third-party managers across various asset classes.

Dean Boebinger is a Certified Financial Planner (CFP®) with 25 years of industry experience. He has been with Strategic Financial Concepts, LLC since 2010 and also maintains a long-term association with King Investment Advisors, Inc. since 2000. Strategic Financial Concepts provides personalized investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth households, retirement plans, and institutional clients. The firm employs a combination of fundamental and technical analysis, model portfolios, and third-party manager solutions to deliver discretionary portfolio management and integrated financial planning.

Peyton Denney is a financial advisor at Arax Advisory Partners with two years of industry experience. He holds the Series 66 designation and previously worked at USCA Securities LLC and US Capital Advisors. Denney has a background including roles at Stephen F. Austin State University and Cypress Creek High School. Arax Advisory Partners provides wealth management and advisory services to individuals, high-net-worth clients, family offices, institutions, and businesses. The firm offers portfolio management, comprehensive financial planning, retirement plan consulting, and private fund advisory, utilizing both traditional and alternative investments supported by in-house teams and independent managers.

Willis Johnson is a CFP® with over 43 years of experience in the financial services industry. He has been associated with Willis Johnson & Associates in various capacities since 2014 and previously worked at FSC Securities Corporation for 22 years. He is based in Houston, TX. Willis Johnson Wealth serves corporate professionals, executives, and high-net-worth individuals and their families, offering comprehensive financial planning and investment management. The firm follows an evidence-based, tax-aware investment approach and provides a range of services including retirement planning, estate planning, tax preparation through an in-house CPA, and access to private market investments.

Benjamin Kimla is a CFP® and holds a Series 65 license with 11 years of industry experience. He has worked at OneSeven since 2021 and previously held roles at Baron Financial Advisors, LLC and 121 Advisory Group LLC. Outside of advisory work, he is an independent insurance agent focused on life, health, and fixed insurance products. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, offering portfolio management, financial planning, and retirement-plan consulting. The firm employs a primarily long-term investment approach with diversified portfolios, access to alternatives, and both discretionary and non-discretionary arrangements.

Bonner Barnes is a financial advisor with CORDA Investment Management, LLC, based in Houston, TX. He holds 18 years of industry experience and has been with CORDA since 1999. 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, tax preparation, and estate-planning services, utilizing a range of investment strategies tailored to client objectives.

Taylor Motsinger is a financial advisor at Avidian Wealth Solutions with four years of industry experience. He holds a Series 65 credential and has previously worked at RJ Capital and Holland & Knight. Before his advisory career, he spent six years at Florida State University. 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 fiduciary services, implementing primarily model-based managed solutions supplemented by sub-advisors and tailored allocations.

Justin Purvis is a financial advisor with Symphony Financial, Ltd. Co. in Houston, TX, holding Series 65 and 66 licenses and 14 years of industry experience. He has worked with Symphony Financial and LPL Financial since 2019 and previously held roles at ADP and Lawing Financial. Symphony Financial provides discretionary portfolio management, financial planning, and consulting services to individuals, trusts, estates, charitable organizations, and business entities. The firm offers multi-family office services and employs a long-term investment approach that incorporates fundamental and technical analysis, utilizing a range of investment vehicles and coordinating with outside specialists for comprehensive client service.