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, holding a Series 65 designation with one year of industry experience. His prior work includes roles at Bridges Wealth & Planning, Green Tweed, Huntsman Corp, JSC Federal Credit Union, Sage Products, and ALM First Financial. He is also involved with Grad Plan LLC, operating under the name B-FinancialWise. Simplicity Wealth serves a diverse client base that includes individual and high-net-worth investors, retirement plans, institutional investors, and other financial firms. The firm offers advisory services ranging from financial planning to managed account platforms, typically using a fund-of-funds approach with ETFs, mutual funds, and individual securities, supported by ongoing portfolio monitoring and due diligence of third-party managers.

Raymond Knezek II is a financial advisor with Sequent Planning, LLC, holding Series 63 and Series 65 licenses and six years of industry experience. He has worked at firms including JPMorgan Chase Bank and Edelman Financial Engines. Knezek also serves as a field underwriter for Futurity First Insurance Group, focusing on retirement planning and estate protection. Sequent Planning, LLC (doing business as Futurity First Wealth Management) is an SEC-registered investment adviser serving individuals, retirement plan sponsors, businesses, endowments, and nonprofits. The firm offers asset management, financial planning, and retirement-plan services utilizing a structured risk framework and a combination of firm-developed and third-party manager models.

George Abboud is a financial advisor with World Equity Group, Inc. in Houston, TX, holding a Series 66 designation and 16 years of industry experience. He has been with World Equity Group since 2014 and previously worked at PKS Advisory Services, LLC. Outside his advisory role, Abboud is involved in business consulting and executive retention through a partnership with Exponent Prosperity Accelerator Advisors, LLC. World Equity Group provides fee-based investment advisory and financial planning services to individuals, institutions, and charitable organizations. The firm offers managed portfolios through wrap-fee programs that combine discretionary management, financial planning, and access to third-party money managers.

Kristen Hrncir is a CFP® with 21 years of industry experience, currently serving as a financial advisor at Capital Analysts. Her career includes roles at Valic Financial Advisors, Wells Fargo Clearing, and Agia. She is a managing member of KLH Financial LLC and a partner at Red River Wealth Advisors. Capital Analysts provides services to retail and institutional clients, including high-net-worth individuals, trusts, and charitable organizations. The firm offers portfolio management and retirement-plan advice through a combination of in-house investment management and third-party managers, supported by a proprietary mutual-fund screening process and nationwide advisor network.

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 the Series 66 designation and has previously worked at UBS Financial Services and multiple entities affiliated with U.S. Capital, including U.S. Capital Wealth Advisors and USCA Securities. Arax Advisory Partners provides wealth management and advisory services to individual and high-net-worth clients, family offices, institutions, and businesses, offering a range of services from portfolio management to private fund advisory. The firm employs both in-house and external portfolio management resources and integrates traditional and alternative investments within its fiduciary, asset-based management approach.

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 with Arax Advisory Partners in Houston, TX, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His career includes roles at Oppenheimer & Co., Merrill, and UBS Financial Services. He serves as an advisory board member for the Bush School of Government & Public Service and is a board member of The Petroleum Club of Houston. Arax Advisory Partners offers wealth management and advisory services to a diverse client base, including individuals, high-net-worth clients, family offices, institutions, and businesses. The firm provides discretionary and non-discretionary portfolio management, comprehensive financial planning, and retirement plan consulting, utilizing a mix of in-house and external managers alongside traditional and alternative investments.

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 25 years of industry experience. He holds a Series 66 credential and has previously worked at Morgan Stanley, Lehman Brothers Inc., and Purshe Kaplan Sterling Investments. Outside of his advisory role, Fertitta serves on the boards of Truth BBQ Holdings, Excel Mulching & Trenching, and the Houston Museum of Natural Science. 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 customizes portfolios through ongoing client consultations and discretionary management, utilizing a diverse range of investment vehicles and alternative strategies tailored to client needs.

Heinrich Grobler is a financial advisor at Sunbelt Securities, Inc. in Houston, TX, holding Series 65 and Series 63 credentials with 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 is involved in several business ventures, including serving as a manager for multiple investment-related entities and providing tax advice as a CPA. Sunbelt Securities, Inc. delivers investment advisory and related services to individual and institutional clients through a network of investment adviser representatives. The firm offers a range of strategies and flexible portfolio management within its wrap-fee program, financial planning, and access to third-party money managers.

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 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.

Danielle Davis is a financial advisor at ON Investment Management Company with 22 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Fidelity and Guaranty, American General Life Insurance, and AIG Capital Services. ON Investment Management Company is a SEC-registered investment adviser that provides financial planning, portfolio management, and retirement-plan advisory services to individuals, families, trusts, estates, charitable organizations, businesses, and ERISA plan sponsors. The firm offers a mix of discretionary and non-discretionary management and incorporates third-party investment programs alongside its proprietary 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.

Joshua Mitchell is a financial advisor with CORDA Investment Management, LLC in Houston, TX, holding Series 63 and Series 66 designations and bringing 18 years of industry experience. His prior roles include positions at Charles Schwab & Co., Inc., Brinker Capital Securities, LLC, and Nationwide Insurance Company. CORDA Investment Management is a multi-team registered investment adviser managing approximately $2.0 billion in client assets across 1,359 clients. The firm offers discretionary portfolio management and integrated financial planning for individuals and retirement plans, utilizing a variety of investment strategies and providing in-house tax preparation and access to estate-planning services.