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.

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 Certified Financial Planner® based in Houston, Texas, with 24 years of industry experience. She currently works at Mission Wealth Management, LP and previously held roles at Logic Capital Management, LLC and Integra Wealth Advisors. She is also a licensed life insurance agent in Texas. Mission Wealth Management is a multi-team SEC-registered advisory firm that serves affluent individuals, families, and institutional clients. The firm offers customized wealth management, financial planning, and portfolio management solutions through a variety of service tiers and employs a diversified investment approach including alternative assets and tax-aware strategies.

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.

Gary Greensage is a financial advisor with Symphony Financial, Ltd. Co. and holds a Series 63 designation. He has 30 years of industry experience, including over 22 years at LPL Financial and 12 years with Symphony Financial. Outside of his advisory work, he is a partner in Un Tiro Guides & Outfitters, a business unrelated to investment management. Symphony Financial provides discretionary portfolio management, financial planning, and consulting services to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a long-term investment approach that incorporates fundamental and technical analysis and offers a broad multi-family office platform, including services like bill pay, private banking coordination, and liquidity-event planning.

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.

Glen Rives is a CFP® professional with 15 years of experience in the financial industry. He is currently an advisor at BakerAvenue Wealth Management and has previously worked at firms including Morgan Stanley and Mercer Advisors. BakerAvenue offers wealth management, financial planning, and family office services primarily for individuals and high-net-worth clients, using a range of named strategies that integrate tactical allocation, quantitative analysis, and fundamental research. The firm provides comprehensive services such as tax and estate planning, philanthropy, and trustee oversight for clients with more than $3 million in investable assets.

Harrison Hamilton is a CFP® with nine years of industry experience, currently serving as a financial advisor at Sunbelt Securities, Inc. in Houston, TX. He has previously worked at Smith Anglin Financial, Fisher Investments, TD Ameritrade, Scottrade, and Farmers Insurance. Sunbelt Securities, Inc. offers investment advisory and related services to individual and institutional clients through a network of investment adviser representatives, providing portfolio management, financial planning, and access to third-party money managers with a flexible approach to investment strategies.

Becky Ruthven is a CFP® with 27 years of industry experience, currently serving as a financial advisor at Csenge Advisory Group, LLC. She has held positions at Integrity Alliance, Lion Street Financial, and FSC Securities Corporation. Ruthven also owns a life and long-term care insurance consulting business. Csenge Advisory Group serves charitable organizations, corporations, and individual clients, including high-net-worth families, offering asset management, financial planning, and retirement plan consulting. The firm employs a top-down investment process combining fundamental and technical analysis, primarily using mutual funds and ETFs, with customized portfolio allocations based on client goals.