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 with 24 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Semita Asset Management from 2015 to 2020. Hodges has been with STA Wealth Management, an affiliate of Avidian, since 2020. Avidian Wealth Solutions is an SEC-registered firm serving individuals, high-net-worth families, businesses, retirement plans, and institutional clients. The firm offers discretionary portfolio management, financial planning, and ERISA-plan advisory services, utilizing model-based managed solutions alongside sub-advisors and separately managed accounts.

Alexandra Neault is a financial advisor with Corda Investment Management, LLC, holding Series 63 and Series 65 licenses and three years of industry experience. She has worked at Corda Investment Management since 2026 and previously held roles at Florida Financial Advisors and Trinity Wealth Securities. Outside of finance, she has experience in the food and hospitality sectors. Corda Investment Management is a multi-team registered investment adviser managing approximately $2.0 billion in client assets across about 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 services.

Patricia Peterson is a financial advisor at Concurrent Investment Advisors, LLC with 42 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Outside of her advisory role, she co-owns an online jewelry business, So Loved, LLC. Concurrent Investment Advisors provides wealth management, financial planning, and retirement advisory services to individuals, families, trusts, businesses, and retirement plans. The firm manages approximately $9.9 billion in client assets across discretionary and non-discretionary mandates, employing a long-term investment approach with customized portfolios.

Nicholas Bare is a CFP® with seven years of experience in the financial services industry. He has worked at Linscomb and Williams Inc. since 2019 and previously spent five years at Blue Ridge Technologies. Nicholas is based in Houston, TX. Linscomb Wealth, Inc. provides comprehensive wealth planning, portfolio management, and investment consulting to individual, high-net-worth, and ultra-high-net-worth clients, as well as trusts, foundations, and retirement plans. The firm offers specialized family office services and retirement-plan fiduciary consulting, utilizing model portfolios and customized strategies through collaboration with an internal Investment Committee.

Ryan Bridges is a financial advisor at Simplicity Wealth in Houston, TX. He holds a Series 65 designation and has worked in various financial roles since 2012, including positions at ALM First Financial, Sage Products, JSC Federal Credit Union, Huntsman Corp, Green Tweed, and Grad Plan LLC DBA B-FinancialWise. He began with Simplicity Wealth in 2026. Simplicity Wealth provides advisory services to a diverse client base, including individual and high-net-worth investors, retirement plans, and institutional clients. The firm employs a fund-of-funds approach using ETFs, mutual funds, and select individual securities, and combines advisory services with technology and operational support for other advisers through its managed account platform (TAMP).

Raymond Knezek II is a financial advisor at Sequent Planning, LLC in Houston, TX, with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including JPMorgan Chase Bank, Edelman Financial Engines, and Primerica Financial Services. Knezek also serves as a field underwriter at Futurity First Insurance Group, where he focuses on retirement planning and insurance products. Sequent Planning, operating as Futurity First Wealth Management, is an SEC-registered investment adviser serving individuals, retirement plan sponsors, businesses, endowments, and nonprofits. The firm provides asset management, financial planning, and retirement plan services through a network of approximately 97 advisors using a structured risk framework and diversified investment approaches.

George Abboud is a Series 66-licensed financial advisor with 16 years of industry experience, currently serving at World Equity Group, Inc. since 2014. He also holds roles as a registered representative and investment adviser representative at SMART Group Houston and is involved in business consulting through Exponent Prosperity Accelerator Advisors, LLC. World Equity Group, Inc. provides fee-based investment advisory and financial planning services to a diverse client base, including high-net-worth individuals and institutional entities. The firm offers managed portfolios through its wrap-fee program, combining discretionary portfolio management, financial planning, and access to third-party money managers.

Kristen Hrncir is a CFP® professional with 21 years of industry experience, currently serving as an advisor at Capital Analysts. Her prior roles include positions at Valic Financial Advisors and Agia. She is also a partner at Red River Wealth Advisors and offers insurance solutions to clients as a licensed agent. Capital Analysts serves a diverse client base, including individual and high-net-worth investors, retirement plans, trusts, and corporate clients. The firm employs an in-house Investment Management & Research team to manage portfolios and offers both discretionary and non-discretionary advisory services through various program structures.

Tracy Griffin is a financial advisor at Americana Partners, LLC in Houston, TX, holding Series 63 and Series 66 licenses with 28 years of industry experience. Prior to joining Americana Partners in 2019, Griffin worked at Purshe Kaplan Sterling Investments, Inc. and Morgan Stanley Smith Barney. Americana Partners provides financial planning, consulting, discretionary investment, and wealth management services to individuals—including high-net-worth and ultra-high-net-worth international clients—as well as corporations, trusts, estates, and charitable organizations. The firm offers customized portfolio management utilizing a range of investment vehicles and integrates family-office administrative services alongside its investment offerings.

Daniel Vickery is a financial advisor at Arax Advisory Partners with 25 years of industry experience. He holds a Series 66 designation and has worked at U.S. Capital Advisors, LLC, and related firms since 2010 before joining Arax in 2026. Arax Advisory Partners is a multi-team wealth manager overseeing approximately $26.5 billion in assets through over 200 advisors. The firm serves individuals, high-net-worth clients, family offices, institutions, and retirement plans, combining internal portfolio management with third-party models and tailored asset-allocation strategies.

Lynne Russell is a financial advisor at Americana Partners, LLC in Houston, TX, with 18 years of industry experience. She holds Series 63 and Series 66 designations and previously worked at McMurrey Investment Advisors LLC for 11 years before joining Americana Partners in 2021. Americana Partners provides financial planning, consulting, and discretionary investment and wealth management services to individuals, trusts, estates, charitable organizations, and business entities, including high-net-worth and ultra-high-net-worth international clients. The firm customizes portfolios based on clients’ risk tolerances and objectives, utilizing a range of investment vehicles and third-party managers, and manages multiple private pooled investment vehicles for accredited investors.

Roman Reed is a financial advisor at Arax Advisory Partners with 26 years of industry experience. His prior roles include positions at Oppenheimer & Co. Inc, Wells Fargo Clearing Services LLC, and US Capital Wealth Advisors LLC. Reed serves on the advisory board for the Bush School of Government & Public Service and is a board member of The Petroleum Club of Houston. Arax Advisory Partners is a multi-team wealth manager overseeing approximately $26.5 billion in regulatory 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, using a combination of internal and external asset management approaches along with performance-based fee structures for certain clients.

Marco Johnson is a financial advisor at Symphony Financial, Ltd. Co. in Houston, TX, with six years of industry experience. He has worked at Symphony Financial since 2019 and has been involved with United Airlines, Inc. and Airline Crew Taxes, LLC for over 20 years each. Symphony Financial, Ltd. Co. provides discretionary investment management, financial planning, and consulting services to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a long-term investment framework combining fundamental and technical analysis and offers a multi-family office service model that coordinates comprehensive family financial needs through outside providers.

Jason Fertitta is a financial advisor at Americana Partners, LLC with 24 years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley and Purshe Kaplan Sterling Investments. Outside of his advisory role, he serves on the boards of Truth BBQ Holdings, Excel Mulching & Trenching, and the Houston Museum of Natural Science. 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 to support its integrated wealth management approach.

Heinrich Grobler is a financial advisor with Sunbelt Securities, Inc. in Houston, TX, holding Series 65 and Series 63 credentials and bringing 12 years of industry experience. His prior roles include positions at HighTower Advisors LLC and Salient Capital Advisors, LLC. Outside of his advisory work, he operates as a CPA providing tax advice and filings. Sunbelt Securities, Inc. offers investment advisory services to individual and institutional clients through a network of representatives who implement and monitor portfolio allocations using diverse investment strategies. The firm’s offerings include wrap-fee programs, standalone financial planning, and referrals to third-party money managers.

Cliff Mueller is a financial advisor with Mutual of Omaha Investor Services, Inc. in Houston, TX, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He has been with Mutual of Omaha since 2009 and with Mutual of Omaha Investor Services since 2013. Outside of his advisory role, he is involved in raising beef cattle and holds mineral rights in a family oil and gas partnership. Mutual of Omaha Investor Services, Inc. provides advisory and retirement-plan services to a diverse client base, including individuals, retirement plans, corporations, and charitable organizations. The firm offers financial planning, third-party money manager programs, and managed account services primarily through its network of Investment Advisor Representatives.

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.