Nan Lu is a Series 65-licensed financial advisor with nine years of industry experience. She has worked at STA Wealth Management, LLC since 2016. Lu is based in Houston, TX, and is affiliated with Avidian Wealth Solutions. Avidian Wealth Solutions provides investment management, financial planning, and related advisory services to individuals, families, retirement plans, pooled investment vehicles, corporations, trusts, and other institutional clients. The firm employs managed model solutions and customized portfolios, uses third-party sub-advisors, and actively manages pooled and private funds.

Melissa Giles is a CFP® with 18 years of industry experience, currently serving at Americana Partners, LLC since 2019. She previously worked at Morgan Stanley Smith Barney and Purshe Kaplan Sterling Investments. Giles also holds a role as a registered representative with Saxony Securities, Inc. alongside her advisory work. Americana Partners provides financial planning, consulting, and discretionary investment and wealth management to individuals, 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 manages multiple private pooled investment vehicles for qualified investors.

Cecil Byers is a financial advisor at Sunbelt Securities, Inc. in Houston, TX, holding Series 63 and Series 65 credentials with 50 years of industry experience. He has been with Sunbelt Securities since 2015. Sunbelt Securities serves individual investors, charitable organizations, and corporate clients through a network of 68 Investment Advisor Representatives, managing approximately $2.0 billion across several thousand client relationships. The firm provides portfolio management, financial planning, and consulting services, primarily focusing on discretionary management through a rep-directed wrap program.

Clint Dubose is a financial advisor at Altitude Capital Management LLC with a Series 65 designation and one year of industry experience. Prior to joining Altitude Capital Management, he worked at Chartway Credit Union for two years and EMS Services for eighteen years. He is also involved in independent insurance activities. Altitude Capital Management LLC provides investment advisory and financial planning services to individuals and high net worth clients, managing $103.6 million in discretionary assets. The firm uses a variety of investment approaches tailored to client objectives and risk tolerance and operates a multi-team structure across multiple offices.

Carolyn Galfione is a CFP® with 17 years of industry experience, currently serving at Linscomb Wealth, Inc. in Houston, TX. She has been with Linscomb & Williams since 1996. Outside of her advisory role, she serves as the Secretary/Treasurer of the Houston Grand Opera Endowment Board, where she assists with the review and monitoring of the endowment’s investment accounts. Linscomb Wealth provides comprehensive wealth planning and investment management to individuals, families, trusts, charitable organizations, and retirement plans. The firm emphasizes customized investment policy statements and diversified portfolios managed through a combination of active and passive strategies, with discretionary oversight tailored to client-specific needs.

Timothy Bates is a CFP® with 15 years of industry experience, currently serving at The Mather Group, LLC since 2022. He previously worked for Charles Schwab & Co., Inc. and Charles Schwab Bank from 2012 to 2022. The Mather Group serves high-net-worth individuals, family offices, trusts, corporations, and other entities by offering integrated financial planning, investment management, tax and estate planning, and family office services. The firm employs an evidence-based investment approach with customizable portfolio options and leverages AI and machine-learning tools under human oversight to support decision-making and client communications.

Micah Thomas is a financial advisor with Symphony Financial, Ltd. Co. in Houston, TX, holding one year of industry experience. Prior to joining Symphony Financial, he has been associated with NYLIFE Securities LLC and New York Life Insurance Company since 2018. Symphony Financial serves individuals, trusts, estates, charitable organizations, and business entities through discretionary portfolio management, financial planning, and consulting. The firm is notable for its comprehensive multi-family office services and a long-term investment approach that incorporates both fundamental and technical analysis.

William Carsey is a financial advisor at Americana Partners, LLC in Houston, TX, with 18 years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley and Morgan Stanley Private Bank for over a decade. Carsey serves on the Board of Directors for The Junior League of Houston Foundation, where he is involved in governance and fund oversight. 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 tailored portfolios across a broad range of investment vehicles and manages multiple private pooled investment funds for accredited investors.

John Fleckenstein is a financial advisor at Sunbelt Securities, Inc. in Kerrville, TX, holding Series 63 and Series 65 credentials with 38 years of industry experience. He has been with Sunbelt Securities since 2009. Outside of his advisory role, he is involved as a joint owner in non-investment related ventures including real estate and aircraft ownership. Sunbelt Securities serves a diverse client base including individual investors, charitable organizations, and corporate clients, managing approximately $2.0 billion across thousands of accounts. The firm provides portfolio management, financial planning, and consulting services, primarily through a network of investment adviser representatives who deliver tailored advice and discretionary portfolio management.

Randall Jones is a financial advisor with Arax Advisory Partners in Houston, TX, holding Series 63 and Series 65 licenses and having 31 years of industry experience. His prior experience includes roles at U.S. Capital Wealth Advisors, LLC, USCA Asset Management LLC, and USCA Securities LLC. Arax Advisory Partners is a multi-team wealth management firm overseeing approximately $26.5 billion in regulatory assets through over 200 advisors. The firm serves individuals, high-net-worth clients, family offices, institutions, and retirement plans using a combination of internal portfolio management, third-party models, and tailored asset allocation strategies.

Charlotte Dorand is a financial advisor at Victory Financial with 32 years of industry experience. She has previously worked at NEXT Financial Group and LPL Financial. In addition to her advisory work, she is an author and conducts seminars through Gluten Free Lab LLC. Victory Financial Group serves a diverse range of clients including high-net-worth individuals, trusts, estates, retirement plans, small businesses, and charitable organizations. The firm employs an asset-allocation driven investment approach, constructing model portfolios using a combination of Modern Portfolio Theory and fundamental analysis.

Abrin Berkemeyer is a CFP® and Series 65 credentialed advisor with eight years of industry experience. She is currently with Willis Johnson Wealth and has prior experience at Goodman Financial Corporation, RWM Capital, LLC, and Penobscot Wealth Management. Outside of financial advising, she was involved with Tuscan Table for five years. Willis Johnson Wealth serves corporate professionals, executives, and high-net-worth individuals with comprehensive financial planning and investment management. The firm employs an evidence-based, tax-aware investment approach featuring diversified model strategies, in-house CPA tax services, and tailored solutions including structured protection models and private-market allocations.

Mitchell Friedemann is a CFP® with 10 years of experience in the financial services industry, currently serving as an advisor at Sunbelt Securities, Inc. since 2016. He previously worked briefly at LPL Financial and has experience in tax preparation through Thorn Financial Group LLC. Sunbelt Securities, Inc. offers investment advisory and related services to individual and institutional clients through its network of investment adviser representatives. The firm’s approach includes a range of portfolio management strategies and offers services such as wrap-fee programs, standalone financial planning, and referrals to third-party money managers.

Kimberly Ripoll is a CFP® with 30 years of industry experience and is currently with Arax Advisory Partners. She has previously worked at U.S. Capital Wealth Advisors, USCA Securities, and RBC Capital Markets. Arax Advisory Partners is a multi-team SEC-registered wealth manager overseeing approximately $26.5 billion in assets and serving individuals, high-net-worth clients, family offices, institutions, and retirement plans. The firm combines internal portfolio management with third-party models and external managers, offering a variety of advisory services, including performance-based fee arrangements and private fund management.

Kelly Reavis is a financial advisor with Sunbelt Securities, Inc. in Houston, TX, holding Series 63 and Series 66 licenses and 28 years of industry experience. He has been with Sunbelt Securities since 2012. Sunbelt Securities serves individual investors, charitable organizations, and corporate clients, managing approximately $2.0 billion through a network of 68 advisors. The firm offers portfolio management, financial planning, and referrals to third-party money managers, with a focus on discretionary portfolio management at the advisor level.

Dylan Clark is a financial advisor with Compound Planning, Inc. in Houston, TX. He holds a Series 65 designation and has four years of industry experience, including prior roles at Larson and Baker and Company Advisory Group. Outside of his advisory work, he is CEO of Dylan Clark Consulting, providing regulatory compliance services and supporting the formation of exempt offerings for fund managers. Compound Planning serves individuals, families, businesses, and retirement plans through discretionary portfolio management, financial planning, and consulting, employing a risk-based investment process that incorporates fundamental, technical, and modern portfolio theory analysis. The firm offers a combination of in-house and third-party models, tax-aware strategies, and specialized lending solutions.

Bethanie Baker is a financial advisor at Willis Johnson Wealth in Houston, TX, holding a Series 65 designation with four years of industry experience. She previously worked at Granite Harbor Advisors and BKD Wealth Advisors, and she has experience outside finance that includes a role with Alpha Omega Gymnastics & Dance. Willis Johnson Wealth provides comprehensive financial planning and investment management services primarily for corporate professionals, executives, and high-net-worth individuals and their families, employing an evidence-based, tax-aware investment approach with access to private market investments and an in-house CPA tax service.

John Piland is a financial advisor at Americana Partners, LLC in Houston, TX, with 43 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Ameriprise Financial Services, Inc. and Purshe Kaplan Sterling Investments. 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 tailors portfolios to client risk tolerances and objectives, utilizing a range of investment vehicles and technology platforms, and serves as adviser to multiple private pooled investment vehicles for qualified investors.

Michael Hozian is a financial advisor with The Mather Group, LLC in Houston, TX, holding a Series 65 designation and three years of industry experience. His prior roles include positions at Baird and Commericial Residential Finishes. The Mather Group primarily serves high-net-worth individuals, family offices, trusts, corporations, and other entities by providing integrated financial planning, investment management, tax and estate planning, and family office services. The firm employs an evidence-based investment approach with multiple risk-based allocation models and offers customization such as direct indexing and ESG portfolios.

James Perkins is a financial advisor at The Mather Group, LLC in Houston, TX, with 11 years of industry experience. He holds a Series 65 designation and has been with The Mather Group since 2016. Outside of his advisory role, Perkins is involved in leasing and property management of personally owned real estate. The Mather Group primarily serves high-net-worth individuals, family offices, trusts, corporations, and other entities by offering comprehensive financial planning, investment management, tax and estate planning guidance, and family office services. The firm follows an evidence-based investment approach with multiple risk-based allocation models and employs customization options including direct indexing and ESG factor portfolios.