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. with 45 years of industry experience. He previously worked at UBS Financial Services Inc. and Citigroup Global Markets. In addition to his advisory role, he serves as a trustee for the Newman Living Trust and is involved in a fixed insurance business. Prospera Financial Services, Inc. is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and other business entities, offering financial planning and portfolio management through multiple advisory programs and platforms.

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.

Elizabeth Switzer is a CFP® with 11 years of industry experience, currently serving at Larson Financial Group, LLC. Her prior 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 to individuals, trusts, corporations, nonprofits, and pension plans, with a particular focus on doctors and related businesses. The firm utilizes a combination of model portfolios, custom discretionary programs, and third-party money manager recommendations, employing both strategic and tactical investment approaches.

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.

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.

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 designations and bringing 34 years of industry experience. Prior to joining Prospera in 2021, he worked at Morgan Stanley and its affiliated entities from 1992 to 2021. Outside of advisory services, Kaplan owns and operates Kaplan Travel Services, where he acts as a travel insurance agent, and he is involved in buying and selling gold, silver, metals, and fine watches through TXGOLDBUYER. Prospera Financial Services is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, charitable organizations, and business entities through a variety of advisory programs and platforms, offering both discretionary and non-discretionary account management.

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.