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.

Deborah Jones is a CFP® with 33 years of experience in financial planning and wealth management. She is currently with Avantax Planning Partners, Inc. and has prior experience with Cetera Wealth Services, Cetera, and Avantax Advisory Services. Outside of her advisory work, she serves on the board of the Royal Crest Office Association in Houston. Avantax Planning Partners, Inc. provides portfolio management, financial planning, and managed retirement plan services primarily through a network of CPA firms and registered advisors, serving individuals, high-net-worth clients, pension plans, charitable organizations, and businesses. The firm employs tax-intelligent strategies and discretionary management through firm-designed allocation models overseen by an investment advisory committee.

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 CFP® with 29 years of industry experience, currently advising clients at Capital Analysts in Sugar Land, TX. He has worked with Lincoln Investment Planning, Inc. for 21 years and Peb Financial Group, Inc. for 30 years. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, foundations, and corporate clients. The firm utilizes discretionary and non-discretionary portfolio management supported by an in-house Investment Management & Research team and offers a range of advisory services including custom portfolios and third-party manager access.

Jesse Dietz is a CFP® professional with 19 years of experience in the financial services industry. He is currently with Gibbs Wealth Management, LLC and has been a founder and partner of Retirement Planners of Texas, LLC since 2014. In addition to advisory work, he manages an insurance firm, Retirement Planners of TX Insurance Group, Inc. Gibbs Wealth Management serves individual and high-net-worth clients through discretionary portfolio management using advisor-directed models and sub-advisory platforms. The firm employs a variety of analytical approaches to guide allocations and emphasizes risk audits, tax efficiency, and guaranteed-income solutions where appropriate.

Abid Khan is a financial advisor with Sequent Planning, LLC in Houston, Texas, holding Series 63 and Series 65 licenses and 18 years of industry experience. His prior roles include positions at New York Life Insurance Company and The Prudential Insurance Company of America. In addition to his advisory work, he owns and operates Beneficial Financial Strategies LLC and is involved in insurance sales with Futurity First Insurance Group. Sequent Planning, LLC serves individuals, retirement plan sponsors, businesses, endowments, and nonprofits, offering asset management and comprehensive retirement-plan services through a network of approximately 97 independent adviser representatives. The firm emphasizes a structured risk framework, diversified manager exposures, and tax-aware strategies, and provides ongoing investment communications uncommon among similarly sized multi-team firms.

Gilbert Rodriguez Jr. is a financial advisor at Snowden Capital Advisors LLC based in Houston, TX, with 18 years of industry experience. He holds a Series 66 designation and has previously worked at JP Morgan Securities LLC and Wells Fargo Clearing. Snowden Capital Advisors serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and other institutional clients. The firm offers discretionary and non-discretionary portfolio management, investment consulting, and uses a multi-team approach combined with institutional capabilities, including extensive use of third-party managers and a broad range of investment tools.

Christopher Metscher is a CFP® professional with 26 years of industry experience, currently affiliated with Sunbelt Securities, Inc. in Westminster, CO. He has worked at FamilyWealth Advisers, LLC, Advisorsource.Com, LLC, and Jolliffe Capital, Inc. Prior to his current role, he has been with Sunbelt Securities since 2011. Outside of his advisory work, he is the owner and agent of IFP Insurance Services LLC, providing life and fixed insurance. Sunbelt Securities serves individual investors, charitable organizations, and corporate clients through a network of 68 investment adviser representatives, managing approximately $2.0 billion in assets. The firm offers portfolio management, written financial planning, and referrals to third-party money managers, with a focus on discretionary management at the representative level.

Brandon Frank is a financial advisor with Chilton Capital Management LLC in Houston, TX, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He has been with Chilton since 2017 and previously worked at Globescan Capital from 2004 to 2017. Chilton Capital Management provides discretionary portfolio management and advisory services to a diverse client base, including individual and institutional investors. The firm employs sector-specialized teams using a fundamental, bottom-up research process with a multiyear holding horizon and offers a range of strategies, including REIT, tax-exempt fixed income, growth and income, and options-based defined risk approaches.

William Shank is a financial advisor with Symphony Financial, Ltd. Co. in Houston, TX, holding a Series 63 designation and bringing 32 years of industry experience. He has been with Symphony Financial since 2014 and has also been associated with LPL Financial since 2006. Symphony Financial, Ltd. Co. offers discretionary investment management, financial planning, and consulting services to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a long-term investment approach combining fundamental and technical analysis, tailoring portfolios to client risk profiles and objectives while supporting ERISA 3(21) retirement-plan work and multi-family office services.

Vincent Arnold III is a CFP® and holds a Series 66 license, with three years of industry experience. He currently works with Concurrent Investment Advisors, LLC and TAVO Wealth. Prior to this, he was employed at Raymond James & Associates, Inc. Outside of financial advising, he has experience working in the hospitality and service industries. Concurrent Investment Advisors, LLC is an SEC-registered firm serving individuals, high-net-worth clients, families, trusts, businesses, and retirement plans. The firm employs a long-term, portfolio-driven investment approach using ETFs, mutual funds, and selected individual securities, managing approximately $15.7 billion in assets across roughly 240 advisors and 13,000 clients.

Nan Lu is a financial advisor at Avidian Wealth Solutions with eight years of industry experience. She holds the Series 65 credential and has worked at STA Wealth Management, LLC since 2016. Avidian Wealth Solutions offers investment management and financial planning services to individuals, families, retirement plans, corporations, trusts, and institutional clients. The firm uses a combination of managed models and customized portfolios, incorporates alternative investments, and maintains an active role in pooled and private funds as both sub-advisor and investment manager.

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®-certified financial advisor with 14 years of industry experience. He has worked at The Mather Group, LLC since 2022 and previously spent eight years at Charles Schwab & Co., Inc., along with ten years at Charles Schwab Bank. The Mather Group primarily 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 risk-based allocation models and tax-synchronized portfolio construction, providing customization options such as direct indexing and ESG factor portfolios.