Cliff Mueller is a financial advisor with Mutual of Omaha Investor Services, Inc. He holds Series 63 and Series 65 licenses and has 13 years of industry experience. Cliff has been with Mutual of Omaha Investor Services since 2013 and has worked with the broader Mutual of Omaha organization since 2009. Outside of his advisory role, he raises beef cattle and holds a partial interest in a family mineral rights partnership related to oil and gas production. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans. The firm offers financial planning, third-party money manager relationships, managed account programs, and retirement plan consulting, primarily delivering solutions through a platform relationship with Envestnet and using Pershing as custodian.

Bruce Garrison is a CFA® charterholder with 14 years of industry experience, currently serving at Chilton Capital Management LLC since 2011. He holds a Series 63 license and participates as a director and audit committee member for Stratus Properties, a real estate development firm. Chilton Capital Management provides discretionary portfolio management and advisory services to a diverse client base, including individual and institutional investors. The firm employs sector-specialized teams using fundamental, bottom-up research with a multiyear holding horizon and offers a range of investment strategies, including REIT and tax-exempt fixed income approaches.

Randall Neighbour is a financial advisor at The Fiduciary Alliance in Houston, TX, with 13 years of industry experience. He holds Series 65 and Series 66 credentials and has previously worked at Lincoln Financial Advisors, Sigma Planning Corporation, and Fortune Financial Services. Outside of his advisory role, he serves as President and Chairman of the Board for Touch Outreach Ministries and is also involved as Director and President of The American Center for Financial Stewardship, a nonprofit focused on education in budgeting and finance. The Fiduciary Alliance advises individuals, including high-net-worth clients, retirement plans, and other investment advisers, offering investment management and comprehensive financial planning services. The firm utilizes a mix of fundamental, technical, cyclical, and charting analysis to build individualized investment policies and provides both discretionary portfolio management and written financial plans.

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 Series 65-licensed advisor at OneSeven in Houston, TX, with one year of industry experience. His prior experience includes two years at Bradley Arant and academic roles at the University of Texas School of Law and Rice University. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, offering portfolio management, financial planning, and consulting. The firm employs a primarily long-term investment approach with diversified portfolios and utilizes third-party platforms and independent managers.

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.

Joshua Mitchell is a financial advisor at Corda Investment Management, LLC with 17 years of industry experience. He holds Series 63 and Series 66 designations. His prior work includes roles at Nationwide Insurance Company, Charles Schwab & Co., Inc., and Miller Howard Investments Inc. 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 provides discretionary portfolio management and integrated financial planning to individuals, including high-net-worth clients, along with pension consulting, tax preparation, and access to attorney-led estate-planning services.

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 23 years of industry experience. He has worked at Calton & Associates since 2015 and previously spent 11 years with Tri Star Advisors. Calton & Associates serves individual investors, retirement plans, trusts, estates, and other retail clients by providing portfolio management, fee-based financial planning, retirement plan consulting, and access to third-party money managers. The firm offers multiple investment program structures and uses a range of analytic approaches tailored to client goals, risk tolerance, and liquidity needs.

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® and holds a Series 65 license with nine years of industry experience. She has worked at Robertson Stephens Wealth Management since 2021 and previously held roles at Collaboration Capital LLC, Perigon Wealth Management, and Chilton Capital Management. Bovet is also a licensed Notary Public. Robertson Stephens Wealth Management provides investment advisory services to a diverse client base, including high-net-worth individuals, families, trusts, estates, charitable organizations, and retirement plans. The firm combines individualized advisor guidance with centrally managed model portfolios and oversight by an Investment Office and Committee, offering access to public and private funds along with comprehensive financial planning and family office services.

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 and holds a Series 66 designation. Before joining Arax, Denney worked at USCA Securities LLC and US Capital Advisors. His background also includes roles at Stephen F. Austin State University and Cypress Creek High School. Arax Advisory Partners is a multi-team wealth manager overseeing approximately $26.5 billion in assets, serving individuals, high-net-worth clients, family offices, institutions, and retirement plans. The firm offers a range of services including financial planning, portfolio management, and retirement plan consulting, utilizing a combination of internal management and third-party relationships to implement client objectives.

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 at Corda Investment Management, LLC in Houston, TX, with 18 years of industry experience. He 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 for individuals, including high-net-worth clients, as well as pension consulting and in-house tax preparation services.