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.

Douglas Horne is a financial advisor at Foundations Investment Advisors LLC with 24 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at Alphastar Capital Management LLC and SageGuard Financial Group, LLC. Outside of his advisory role, Horne is also an independent insurance agent with Aspen Wealth Management and operates the Dollars and Sense Radio program. Foundations Investment Advisors is a multi-advisor registered investment adviser managing approximately $10.1 billion for over 29,000 clients. The firm offers portfolio management, financial planning, and retirement-plan support through a network of nearly 300 investment adviser representatives, using model portfolios and third-party sub-advisers.

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 worked at firms including Pensionmark Financial Group, Creative Planning, and Lockton Financial Advisors. In addition to her advisory role, she is involved in benefits insurance consulting related to 401(k) plans. 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 credential and nine years of industry experience. She has previously worked with Lombard International and currently serves as a subject matter expert on tax and investment structures at Cohn Financial Group. Additionally, she participates as an unaffiliated advisory board member providing consultations related to insurance. M Holdings Securities, Inc. serves a broad client base including high-net-worth individuals, retirement plans, and charitable organizations through a nationwide network of independent firms and professionals. The firm offers a comprehensive range of advisory and brokerage services, employing both discretionary and non-discretionary investment management strategies supported by third-party sub-advisors and platform providers.

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.

James Manale is a CFP® certificant with three years of experience in financial advising, currently with Intrua Financial in Houston, TX. His prior experience includes roles at LPL Financial LLC and Alliance Credit Union. Intrua Financial is a multi-team SEC-registered advisory firm managing approximately $1.75 billion in assets for individuals, high-net-worth clients, trusts, foundations, and retirement plans. The firm employs a blend of fundamental analysis, modern portfolio theory, and technical analysis to create customized asset allocations and Investment Policy Statements.

Paige Guinn is a CFP® with 24 years of industry experience, currently serving as a financial advisor at Mission Wealth Management, LP since 2025. Prior to joining Mission Wealth, she worked at Logic Capital Management, LLC for five years and Integra Wealth Advisors for nine years. She is also a licensed life insurance agent in Texas. Mission Wealth Management, LP is a multi-team SEC-registered advisory firm managing approximately $17 billion for high-net-worth individuals, families, and institutional clients. The firm offers comprehensive wealth management, financial planning, and institutional retirement services, employing a tiered service model and emphasizing long-term investment strategies including alternative investments.

Robert Bradford is a CFP® professional with 23 years of experience in the financial services industry. He has been with intrua Financial since 2016 and also maintains an association with LPL Financial since 2015. Bradford provides investment advisory services through intrua Financial, an independent registered investment advisor firm. Intrua Financial offers investment advisory and 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 December 31, 2024.

Edward Allen III is a CFA® charterholder and holds a Series 65 license with 29 years of industry experience. He has been with Eagle Global Advisors LLC since 1996. Based in Houston, TX, he works at a firm with a multi-team structure that includes a total of 10 advisors. Eagle Global Advisors provides portfolio management services to individual investors, retirement plans, financial institutions, trusts, endowments, and investment companies. The firm employs a combination of top-down and bottom-up analysis using proprietary quantitative models alongside fundamental research, managing discretionary, client-specific strategies across a variety of asset classes including equities, fixed income, and alternative investments.

Sandler Weinberg is a Series 66-credentialed financial advisor with five years of industry experience, currently practicing at Howard Capital Management, LLC. His prior roles include positions at Merrill Lynch and McNair Interests. Outside of advisory work, he serves as CFO for Lucky Number Eight Productions, a movie production firm, and the Cafe Texan History Museum and Library, a restaurant, in addition to bookkeeping for 1836 Steakhouse. Howard Capital Management serves a diverse client base ranging from individuals to institutions and offers discretionary portfolio management and private wealth services utilizing proprietary tactical indicators and model portfolios, often implemented through the firm’s own mutual funds and ETFs.

Michael Smith is a financial advisor with Avidian Wealth Solutions in Houston, TX, holding Series 63 and Series 65 licenses and 23 years of industry experience. He has been with Avidian Wealth Solutions, formerly Streettalk Advisors, since 2003. Outside of his advisory role, he is an owner of Avidian Insurance Agency. Avidian Wealth Solutions is an SEC-registered firm serving individuals, high-net-worth families, businesses, retirement plans, and institutional clients with investment management and financial planning services. The firm manages approximately $3.99 billion in assets and utilizes model-based managed solutions alongside sub-advisors and separately managed accounts, while also acting as a fund sponsor and providing sub-advisory services.

Heidi Davis is a CFP® and PFS™ with 37 years of experience in financial advising. She has been with Linscomb & Williams, now Linscomb Wealth, Inc., since 1992. The firm provides comprehensive wealth planning and investment management to individuals, families, trusts, charitable organizations, and other entities, including specialized family office services. Linscomb Wealth employs a customized investment process combining discretionary portfolio management with tailored planning, integrating both active and passive strategies across diversified asset classes.

Kenneth Green is a financial advisor with New Edge Wealth in Houston, TX. He holds Series 65 and Series 63 licenses and has experience working at New Edge Wealth since 2026, following roles at Charles Schwab & Co., Inc. and Green Wealth Management Group. Prior to his advisory career, he spent ten years in full-time education. New Edge Wealth primarily serves ultra-high-net-worth individuals, families, family offices, foundations, trusts, and other institutional clients. The firm offers a range of advisory services and emphasizes asset allocation and investor behavior, combining independent managers, model strategies, and proprietary investment solutions with AI-assisted analytics and human oversight.

Bradley Morris is a financial advisor with IP Financial Advisory Services LLC based in Houston, TX, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His career includes roles at Innovation Partners LLC, LifeMark Securities Corp., Foresters Equity Services, and Prudential-affiliated firms. In addition to his advisory work, he serves as president of B.A. Morris & Company Inc., a beverage importing and wholesaling business. IP Financial Advisory Services LLC primarily serves individual retail clients, offering portfolio management, financial planning, and consulting services. The firm uses a range of analytical approaches and provides specialized advisory services including actuarial and benefits consulting, focusing mainly on non-high-net-worth investors and retirement plan participants.