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.

Abid Khan is a financial advisor at Sequent Planning, LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Sequent Planning, he worked at New York Life Insurance Company and The Prudential Insurance Company of America. He is also the owner of Beneficial Financial Strategies LLC and is active in insurance sales through Futurity First Insurance Group. Sequent Planning, LLC is an SEC-registered investment adviser serving individuals, retirement plan sponsors, small and medium-sized businesses, endowments, and nonprofit organizations. The firm offers asset management, financial planning, access to third-party model managers, and retirement-plan services within a structured risk framework.

Robert Bruns is a financial advisor with Strategic Financial Concepts, LLC in Houston, TX, holding Series 63 and Series 65 registrations and bringing 28 years of industry experience. His prior roles include positions at LPL Financial, Ascendant Advisors, and Invesco Advisers. Outside of advisory services, he provides consultation regarding federal employee life insurance benefits. Strategic Financial Concepts, LLC serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities with personalized financial planning and discretionary investment management. The firm employs fundamental and technical analysis across various investment vehicles and is notable for integrating insurance-related activities and multiple LPL program offerings into its multi-team structure.

Gilbert Rodriguez Jr. is a Series 66-registered financial advisor at Snowden Capital Advisors LLC with 18 years of industry experience. His career includes roles at Snowden Lane Partners, Wells Fargo Clearing, JP Morgan Securities LLC, Merrill, and Edward Jones. He is based in Houston, TX. Snowden Capital Advisors LLC serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and other institutional clients by providing discretionary and non-discretionary portfolio management, investment consulting, and financial planning services. The firm uses a multi-team approach that combines institutional capabilities with customized investment solutions and extensive third-party manager oversight.

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.

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.