Randall Jones is a financial advisor at Arax Advisory Partners with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at UBS Financial Services as well as multiple affiliated firms including USCA Asset Management and U.S. Capital Wealth Advisors. Arax Advisory Partners is a multi-team wealth manager overseeing approximately $26.5 billion in regulatory assets, serving individuals, high-net-worth clients, family offices, institutions, and retirement plans. The firm employs a combination of internal portfolio management, third-party models, and tailored asset-allocation strategies, and is notable for using performance-based fee arrangements and managing private funds with carried interest structures.

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® professional with 10 years of industry experience, currently serving at Sunbelt Securities, Inc. since 2016. He has prior experience at Kansas State University. Outside of his advisory role, he is involved in tax preparation through Thorn Financial Group LLC. Sunbelt Securities, Inc. offers investment advisory and related services to individual, high-net-worth, and institutional clients via a network of investment adviser representatives. The firm provides portfolio management through various strategies and does not mandate a single uniform investment approach across its advisers.

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 Series 65-licensed financial advisor with four years of industry experience. He currently works at Compound Planning, Inc. and has held positions at Larson, Diamond Client Group, Peak Brokerage Services, ARPP, and Baker and Company Advisory Group. Outside of advising, he is CEO of Dylan Clark Consulting, which provides regulatory compliance services for fund managers and syndicators. Compound Planning, Inc. serves individuals, high-net-worth families, businesses, retirement plans, and financial intermediaries, offering discretionary portfolio management, financial planning, and institutional advisory services. The firm uses risk-based model allocations tailored to client goals, combining long-term buy-and-hold strategies with tactical tools such as direct indexing and tax-loss harvesting.

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.

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 financial advisor at Americana Partners, LLC with 52 years of industry experience. He holds the CFA® designation and Series 63 license. His prior experience includes roles at The Family Office USA Ltd. and Morgan Stanley. Darst is also an accomplished author, having written multiple books unrelated to investment. Americana Partners provides financial planning, consulting, discretionary investment, and wealth management services to individuals, including high-net-worth and ultra-high-net-worth international clients, as well as corporations, trusts, estates, and charitable organizations. The firm customizes portfolios using a range of investment strategies and vehicles, incorporating alternative investments and selective options strategies for eligible clients.

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 in Houston, TX, with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including USCA Securities LLC, Bank of America, Merrill, Brookfield Asset Management, and Center Coast Capital. Arax Advisory Partners is an SEC-registered, multi-team wealth manager overseeing approximately $26.5 billion in regulatory assets. 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 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 for SWS Financial Services for 22 years before joining Kovack Advisors and Kovack Securities in 2021. Kovack Advisors, Inc. is a multi-team registered investment adviser with approximately 260 advisors and over $6 billion in client assets. The firm serves individuals, pension plans, charitable organizations, banks, and government clients, offering portfolio management, financial planning, and access to third-party managers through an Envestnet-supported investment process.

John Schloegel is a financial advisor at CORDA Investment Management, LLC with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Fidelity, Capital Cities Asset Management Inc, and Fisher Investments. Schloegel has been with CORDA since 2010. CORDA Investment Management is a multi-team registered investment adviser managing around $2.0 billion in assets for approximately 1,359 clients through a staff of about 30 advisors. The firm offers discretionary portfolio management and integrated financial planning to individuals, including high-net-worth clients, along with pension consulting, tax preparation, and estate-planning document services.

Timothy Wolfcale is a financial advisor with CORDA Investment Management, LLC in Houston, TX, holding Series 63 and Series 66 licenses and possessing 18 years of industry experience. He has worked at several firms, including TD Ameritrade, Chase Investment Services, Banc One Securities Corporation, and UBS Financial Services. He has been with CORDA Investment Management since 2014. CORDA Investment Management is a multi-team registered investment adviser managing 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, as well as pension consulting and in-house tax and estate-planning services.