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.

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 Series 66 licenses and bringing 14 years of industry experience. He has worked with Symphony Financial and LPL Financial since 2019 and previously spent three years at ADP. Symphony Financial serves individuals, trusts, estates, charitable organizations, and business entities through discretionary portfolio management, financial planning, and consulting. The firm offers multi-family office services, third-party management, and self-directed retirement account management, applying a long-term investment philosophy that incorporates fundamental and technical analysis.

Joshua Caltrider is a financial advisor with Americana Partners, LLC in Houston, TX, holding a Series 66 designation and 13 years of industry experience. His career includes roles at Morgan Stanley and Purshe Kaplan Sterling Investments before joining Americana Partners in 2019. He is also a co-founder of JEM Oil, LLC, an entity established for estate planning purposes to hold passive investments in oil well working interests. Americana Partners provides financial planning, consulting, and discretionary 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 investment manager or adviser to multiple private pooled investment vehicles offered to qualified investors.

Leslie Rich is a financial advisor at Arax Advisory Partners with 27 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at U.S. Capital Wealth Advisors and USCA Securities LLC. Outside of her advisory work, she serves as a director for Waylands Way, overseeing charitable fundraising, and operates a consulting practice assisting individuals going through divorce. Arax Advisory Partners is a multi-team wealth manager overseeing approximately $26.5 billion in assets and serving a diverse client base including individuals, family offices, institutions, and retirement plans. The firm employs a combination of internal management, third-party models, and tailored asset allocation, with notable use of performance-based fees and carried-interest structures for qualified investors.

Matthew Schwartz is a CFP® and holds a Series 65 license with six years of industry experience. He has worked at TFO Wealth Partners since 2019 and previously held positions at Capstone Partners and Lion Street. Outside of his advisory role, he works as an insurance agent designing life insurance policies. TFO Wealth Partners serves individual clients, family offices, retirement plans, trusts, charitable organizations, and corporate clients, managing approximately $4.85 billion in assets. The firm employs a long-term, asset-allocation driven investment approach using model portfolios primarily composed of mutual funds and ETFs, supplemented by third-party managers, and offers a range of services including portfolio management, family office services, and financial planning.

Chris Galliano Sr. is a financial advisor with Northern Trust Securities, Inc. in Houston, TX, holding Series 63, 65, and 66 licenses and bringing 25 years of industry experience. He has been with Northern Trust Securities since 2011. Outside of his advisory role, he assists with tax preparation for a residential and commercial design and renovation business operated by his spouse. Northern Trust Securities, Inc. is an SEC-registered investment adviser and FINRA-registered broker-dealer serving high-net-worth individuals, retail investors, and institutional clients. The firm offers discretionary portfolio management through model-driven, periodically rebalanced strategies that utilize proprietary and third-party investment products across multiple platforms.

Susan Hubbell Sanchez is a financial advisor at AssuredPartners Investment Advisors with 12 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at firms including Pensionmark Financial Group, Creative Planning, and Lockton Financial Advisors. Additionally, she is an insurance agent for property and casualty insurance. AssuredPartners Investment Advisors provides portfolio management, financial planning, pension consulting, and employee benefit plan advisory services to individuals, trusts, retirement plans, and other entities. The firm manages several billion in discretionary assets and serves clients through a team of advisors across multiple offices.

Ann Marie Liotta is a financial advisor with M HOLDINGS SECURITIES, Inc. in Houston, TX, holding a Series 66 designation and nine years of industry experience. She previously worked at Lombard International and currently has roles with Cohn Financial Group and Starboard Advisors LLC, where she provides expertise on tax and investment structures and advises on insurance. She also serves as a producer at Gallagher, focusing on life insurance education and solutions. M HOLDINGS SECURITIES, Inc. serves a diverse client base including individuals, retirement plans, charitable organizations, and corporations through independent Member Firms and Financial Professionals nationwide. The firm offers a range of advisory and brokerage services, including discretionary investment management, retirement plan consulting, financial planning, and insurance advisory, utilizing both internal portfolio managers and third-party sub-advisors.

Mitchell Le Roy is a CFP® professional with five years of industry experience, currently serving at Willis Johnson Wealth in Houston, TX. His prior experience includes roles at Vaughn Wealth Management and multiple positions within Willis Johnson & Associates. Willis Johnson Wealth provides comprehensive financial planning and investment management primarily for corporate professionals, executives, and high-net-worth individuals and their families. The firm employs an evidence-based, tax-aware investment approach and offers a range of model strategies along with tailored solutions including structured protection models and private-market allocations.

Cody Bangerter is a financial advisor at Willis Johnson Wealth in Houston, TX, holding a Series 65 credential with one year of industry experience. His prior roles include positions at Beehive Federal Credit Union and academic appointments related to biomedical engineering and education. Willis Johnson Wealth provides comprehensive financial planning and investment management primarily for corporate professionals, executives, and high-net-worth individuals and their families, employing an evidence-based, tax-aware investment approach that emphasizes diversification, low-cost implementation, and systematic rebalancing. The firm offers a range of strategies and tailored solutions, including access to private market investments and in-house CPA tax services.

Terrance Puhl is a financial advisor at Corda Investment Management, LLC with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Corda since 2012. 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 offers discretionary portfolio management and integrated financial planning for individuals, including high-net-worth clients, as well as pension consulting and tax preparation services, using a range of investment strategies and maintaining fiduciary oversight for retirement plans.

William Howard is a Series 66 licensed advisor with 17 years of industry experience, currently serving at Sunbelt Securities, Inc. in Houston, Texas since 2010. He is a silent equity owner of Pamco, a non-investment-related business. Sunbelt Securities serves a diverse client base including individual investors, charitable organizations, and corporate clients, managing approximately $2.0 billion through a network of investment adviser representatives. The firm provides portfolio management, financial planning, and consulting services, with an emphasis on discretionary account management.

Teresa Queal is a financial advisor at Corda Investment Management, LLC in Houston, TX, with 13 years of industry experience. She holds Series 63 and Series 66 designations and has been with Corda since 2012. Corda Investment Management is a multi-team registered investment adviser managing approximately $2.0 billion in client assets for around 1,359 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.