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.

Samara Terrill is a financial advisor at Belpointe Asset Management LLC with 12 years of industry experience. She holds a Series 66 designation and has worked previously at Holm & Cawley Financial Group, Third Seven Capital, ProEquities, and Synergy Advisory Group. Since 2016, she has also been involved in life, health, and accident insurance sales. Belpointe serves a diverse client base including individual investors, retirement plans, corporations, and other advisers. The firm offers discretionary investment management, financial planning, and retirement consulting, utilizing customized portfolios with a range of active and passive strategies tailored to client objectives.

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.

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.

Oanh Ton is a financial advisor at Avidian Wealth Solutions with 28 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Avidian (formerly STA Wealth Management) since 2018, following 17 years at J.P. Morgan Securities. Avidian Wealth Solutions is an SEC-registered advisory firm serving individuals, high-net-worth families, businesses, retirement plans, and institutional clients. The firm manages approximately $3.99 billion in assets and offers services including discretionary portfolio management, financial planning, and ERISA-plan advisory work, utilizing model-based managed solutions and sub-advisors.

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.

Randall Braziel is a CFP® professional with seven years of industry experience, currently serving at The Mather Group, LLC since 2019. Prior to joining The Mather Group, he worked at Direct Energy from 2011 to 2018. He is based in Houston, TX. The Mather Group primarily serves high-net-worth individuals, family offices, trusts, corporations, and other entities, providing integrated financial planning, investment management, tax and estate planning guidance, and family office services. The firm employs an evidence-based investment approach with risk-based allocation models and offers customized portfolio solutions including direct indexing and ESG factor portfolios.

David Darst is a CFA® charterholder with over 51 years of industry experience. He has been with Americana Partners, LLC since 2019 and previously worked at The Family Office USA Ltd. and Morgan Stanley. He is an author of multiple non-investment related books and serves on advisory boards, providing asset allocation and investment strategy advice on a part-time basis. Americana Partners, LLC offers 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 client risk tolerances and objectives, utilizing a range of investment vehicles and third-party managers, and serves as investment manager or adviser to several unregistered private pooled investment vehicles.

Alberto Valdes is a financial advisor at Insigneo Advisory Services, LLC in Houston, TX, holding Series 63 and Series 65 licenses with 17 years of industry experience. His prior roles include positions at Actinver Securities, BBVA Securities, and VectorGlobal WMG. Outside of his advisory work, he has been involved with Valgue Real Estate LLC since 2018. Insigneo Advisory Services, LLC provides investment advisory and portfolio management services to individuals, corporations, trusts, and institutional clients, including banking institutions. The firm offers discretionary and non-discretionary managed accounts, multi-asset portfolios, third-party manager oversight, and proprietary private placement vehicles, utilizing customized allocations and firm-modeled strategies across a broad range of asset classes.

Jesse Isensee is a financial advisor at Arax Advisory Partners with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including USCA Securities, US Capital Wealth Advisors, Bank of America, Merrill, Brookfield Asset Management, and Center Coast Capital. He also maintains a registered investment adviser role at USCA Securities, based in Houston. Arax Advisory Partners is a multi-team wealth manager overseeing approximately $26.5 billion in regulatory assets through more than 200 advisors. The firm serves individuals, high-net-worth clients, family offices, institutions, and retirement plans, employing a combination of internal portfolio management, third-party models, and tailored asset allocation strategies to meet client objectives.

Phillip Knight is a CFP® and Series 66 licensed financial advisor with 20 years of industry experience. He is currently with Americana Partners, LLC and Saxony Securities, Inc., having previously worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Purshe Kaplan Sterling Investments, and Citigroup Global Markets. Outside of finance, Knight is involved in nonprofit work as Treasurer and Board Member of High Sky Children's Ranch and President of the Board for the Cameron Stotts Foundation, both serving community causes in Midland, Texas. He also owns a salt delivery business, Midland Salt Co., and provides bookkeeping support for an interior design firm. Americana Partners offers financial planning, consulting, and discretionary wealth management services to individuals, trusts, estates, charitable organizations, and business entities. The firm customizes investment portfolios across various asset classes and serves as investment manager for multiple private pooled investment vehicles, utilizing technology platforms and maintaining a network of affiliated entities to support its client offerings.

Todd Graham is a financial advisor with Kovack Advisors, Inc. in Houston, TX, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He previously worked at SWS Financial Services for 22 years before joining Kovack Advisors in 2021. Kovack Advisors, Inc. is an SEC-registered enterprise investment adviser serving a diverse client base that includes individuals, corporations, pension and profit-sharing plans, and banking institutions. The firm’s investment approach focuses on diversified asset-class exposure primarily through mutual funds and ETFs, with additional options tailored to client objectives.