Terrance Puhl is a financial advisor with CORDA Investment Management, LLC in Houston, TX, holding Series 63 and Series 65 licenses and possessing 23 years of industry experience. He has worked at CORDA Investment Management since 2012, following roles at Sanders Morris LLC and SMH Capital Advisors LLC. CORDA Investment Management is a multi-team registered investment adviser overseeing approximately $2.0 billion in client assets for about 1,359 clients. The firm offers discretionary portfolio management and integrated financial planning to individuals, including high-net-worth clients, alongside pension consulting, tax preparation, and estate-planning services. Its investment approach incorporates customized portfolios with ongoing monitoring and a range of strategies such as options, direct indexing, and long/short trading.

William Howard is a Series 66-licensed financial advisor with 18 years of industry experience. He has been with Sunbelt Securities, Inc. since 2010 and previously worked at Ameriprise for two years. Outside of his advisory role, he holds a silent ownership interest in Pamco, a non-investment business. Sunbelt Securities, Inc. provides investment advisory and related services to individual and institutional clients through a network of investment adviser representatives. The firm offers a range of portfolio management strategies, including discretionary authority within their wrap-fee program, and does not enforce a uniform investment model across advisors.

Teresa Queal is a financial advisor at CORDA Investment Management, LLC with 13 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at CORDA since 2012, following a brief tenure at Sanders Morris LLC. CORDA Investment Management is a multi-team registered investment adviser managing approximately $2.0 billion in client assets. The firm provides discretionary portfolio management and integrated financial planning for individuals, including high-net-worth clients, along with pension consulting, tax preparation, and access to attorney-led estate-planning document services. Their investment approach includes customized portfolios with strategies such as options trading, direct indexing, and factor-driven models.

James Manale is a CFP® with four years of industry experience, currently advising clients at Intrua Financial in Houston, TX. Prior to joining Intrua Financial, he worked at Alliance Credit Union and LPL Financial LLC. Intrua Financial is a multi-team SEC-registered advisory firm with approximately $1.75 billion in regulatory assets under management, serving individuals, high-net-worth clients, trusts, foundations, and employer-sponsored retirement plans. The firm employs a comprehensive investment process that includes fundamental and technical analysis, offering both discretionary and non-discretionary asset management alongside financial planning and retirement plan consulting services.

Paige Guinn is a CFP® with 24 years of industry experience, currently serving as a financial advisor at Mission Wealth Management, LP. She has previously worked at firms including Logic Capital Management, Integra Wealth Advisors, and Linscomb Wealth. Guinn is also a licensed life insurance agent in Texas. Mission Wealth Management serves high-net-worth individuals, families, and institutional clients, providing comprehensive wealth management, financial planning, investment management, and consulting services. The firm employs a "total picture" approach that integrates investment strategies with tax, trust, legacy, philanthropy, and risk planning tailored to client needs.

Robert Bradford is a CFP® professional affiliated with Intrua Financial and has 24 years of experience in the financial services industry. He has worked with several firms, including LPL Financial, Lucia Capital Group, Raymond J. Lucia Companies, and WFG Advisors. Since 2016, he has been with Intrua Financial, an independent investment advisory firm where he provides investment advisory services. Intrua Financial is an SEC-registered multi-team advisory firm serving individuals, high-net-worth clients, trusts, foundations, and employer-sponsored retirement plans. The firm combines fundamental analysis, modern portfolio theory, and technical and cyclical analysis to create customized asset allocations and investment policy statements, offering discretionary and non-discretionary asset management along with comprehensive financial planning and retirement plan consulting.

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 at New Edge Wealth in Houston, TX, holding Series 65 and Series 63 designations. He has accumulated experience at several firms, including Charles Schwab & Co., Inc. and Green Wealth Management Group, and spent ten years in full-time education prior to his advisory career. New Edge Wealth primarily serves ultra-high-net-worth individuals, families, family offices, foundations, trusts, and institutional clients. The firm offers a range of advisory services centered on asset allocation and investor behavior, utilizing a combination of independent managers, model strategies, proprietary investment solutions, and AI-assisted analytics alongside adviser judgment.

Steve Mangold is a financial advisor at Arax Advisory Partners with 28 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. His prior roles include positions at Sanders Morris Harris, Northwestern Mutual Investment Management, and Next Financial Group, among others. Arax Advisory Partners provides wealth management and advisory services to individual and high-net-worth clients, family offices, institutions, and businesses. The firm employs both discretionary and non-discretionary portfolio management strategies, utilizing in-house and independent managers alongside traditional and alternative investments.

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 affiliated with BakerAvenue Wealth Management, LP, with 15 years of experience in the financial industry. His prior experience includes roles at Morgan Stanley, Willis Johnson & Associates, Mercer Advisors, and Time Financial. He holds Series 63, 65, and 66 licenses and is based in Houston, TX. BakerAvenue Asset Management is an SEC-registered multi-team wealth manager serving individual, high-net-worth, and institutional clients. The firm provides discretionary portfolio management, financial planning, family office services, and access to alternative investments, employing a range of strategies that combine quantitative, fundamental, and tactical allocation methods.

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.

John Gutkowski is a CFP®-certified financial advisor with eight years of industry experience, currently serving at Americana Partners, LLC in Houston, TX. He previously worked at Morgan Stanley and Morgan Stanley Private Bank for eight years. Outside of advisory work, he is involved in life and fixed insurance sales. 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 third-party managers, and also serves as investment manager or adviser to multiple unregistered private pooled investment vehicles.

Robert Jones is a financial advisor at Americana Partners, LLC with 16 years of industry experience. He holds a Series 66 designation and has previously worked at Collins Family Office and T.A. McKay & Co., Inc. Jones is the sole member of Kairos Investment Holdings LLC, which manages oil and gas royalties. Americana Partners provides financial planning, consulting, and discretionary investment and wealth management services to individuals, trusts, estates, charitable organizations, and business entities. The firm customizes portfolios based on clients’ risk tolerances and objectives, using a range of investment vehicles and third-party managers, and serves as adviser to multiple unregistered private pooled investment vehicles for accredited investors.

Jeffery Farris is a Certified Financial Planner (CFP®) with 29 years of industry experience. He is affiliated with Capital Analysts and has a long tenure at Lincoln Investment Planning, Inc., working there for 21 years, alongside over 30 years at Peb Financial Group, Inc. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, access to third-party managers, and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs.

Jesse Dietz is a Certified Financial Planner (CFP®) with 20 years of experience in the financial services industry. He is currently with Gibbs Wealth Management, LLC and has held prior positions at firms including Retirement Planners of Texas, which he founded and managed. Gibbs Wealth Management provides discretionary investment advisory services to individual and high-net-worth clients, utilizing third-party model portfolios through advisor-directed programs. The firm focuses on selecting and monitoring model portfolios based on clients’ financial situations, goals, and risk tolerance.