John Schloegel is a financial advisor at Corda Investment Management, LLC in Houston, TX, with 24 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Corda since 2010. Corda Investment Management is a multi-team registered investment adviser managing approximately $2.0 billion in client assets for around 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, tax preparation, and access to attorney-led estate-planning services.

Timothy Wolfcale is a financial advisor at Corda Investment Management, LLC in Houston, TX, with 18 years of industry experience. He holds Series 63 and Series 66 designations and has been with Corda since 2014. Corda Investment Management is a multi-team registered investment adviser managing approximately $2.0 billion in client assets for over 1,300 clients. The firm offers discretionary portfolio management and integrated financial planning to individuals, including high-net-worth clients, as well as pension consulting, tax preparation, and access to attorney-led estate planning services.

Elizabeth Chamberlain is a Series 66-licensed financial advisor with Sunbelt Securities, Inc. in Houston, TX, where she has worked since 2016. She has nine years of industry experience and is also involved with Neil Chamberlain CPA, a bookkeeping and accounting firm unrelated to investment activities. Sunbelt Securities serves a diverse client base including individual investors, charitable organizations, and corporate clients, managing approximately $2.0 billion across several thousand relationships. The firm offers portfolio management, financial planning, and consulting services, with advisory solutions primarily delivered through representatives who provide tailored asset allocations and discretionary portfolio management.

Amy Buchheit is a financial advisor at Intrua Financial with 12 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Larson Financial Group and Larson Financial Securities. Buchheit also operates DAB Leasing LLC and DAB Fleet LLC for tax and investment purposes. Intrua Financial provides investment advisory, portfolio management, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, foundations, small businesses, and plan sponsors. The firm combines fundamental analysis, modern portfolio theory, and technical analysis to create customized asset allocations and investment policy statements, managing approximately $1.76 billion in client assets as of December 2024.

Bradley Miller is a financial advisor at Arax Advisory Partners with 36 years of industry experience. He holds a Series 63 designation and has worked at firms including Morgan Stanley and CitiGroup Global Markets. Arax Advisory Partners is a multi-team wealth manager 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, with notable use of performance-based fees and carried interest structures for certain qualified investors and private funds.

Matthew Celenza is a financial advisor at Americana Partners, LLC with 30 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Boulevard Family Wealth, Purshe Kaplan Sterling Investments, and Bank of America. Outside of his advisory role, he is the owner and partner of Boulevard Insurance Strategies, LLC, an insurance sales and investment-related business. 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 and offers access to a range of investment vehicles and third-party managers, including private pooled investment vehicles for qualified investors.

Mauricio Serpa is a financial advisor at BBVA Global Wealth Advisors, INC. in Houston, TX, holding a Series 66 credential with one year of industry experience. His prior experience includes roles at Mass Mutual Investors Services, Northwestern Mutual Investment Services, and Quantumleaf Software. BBVA Global Wealth Advisors serves individual and high-net-worth clients, as well as businesses and family offices, primarily through portfolio advisory and wrap-fee programs. The firm’s investment process incorporates client risk profiles and combines strategic and tactical asset allocation, with most accounts requiring client approval before trades are executed.

Alex Gerepka is a financial advisor at Ausdal Financial Partners, Inc. based in Houston, TX. He holds a Series 65 designation and has experience working in various educational roles including at the University of Houston and Lonestar College. Ausdal Financial Partners serves individuals, trusts, estates, retirement plans, and business entities, managing approximately $3.73 billion for over 16,000 clients. The firm offers a range of advisory and brokerage services, tailoring investment strategies to client objectives and utilizing multiple custodians and third-party money managers.

Titus Harris III is a financial advisor at Arax Advisory Partners with 23 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at U.S. Capital Wealth Advisors, LLC and USCA Securities LLC. Outside of his advisory role, Harris is involved with a charitable foundation tied to the Coastal Conservation Association of Texas and serves as a board member of the Neurological Institute National Council at Houston Methodist Hospital Foundation. Arax Advisory Partners is an SEC-registered, multi-team wealth manager serving individuals, high-net-worth clients, family offices, institutions, and retirement plans. The firm combines internal management and external manager relationships with tailored asset allocation and offers a range of services including financial planning, portfolio management, and retirement plan consulting.

Amy Ogden is a CFP® professional with 10 years of industry experience. She is currently with Americana Partners, LLC and Saxony Securities, Inc., having previously worked at Morgan Stanley and Purshe Kaplan Sterling Investments. Ogden serves on the advisory board of TriState Capital Bank. 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 across a range of investment vehicles and manages multiple private pooled investment vehicles for accredited investors, integrating technology platforms and third-party managers in its process.

Robin Chan is a financial advisor at Avidian Wealth Solutions with 17 years of industry experience. He holds the Series 66 designation and has worked at STA Wealth Management, Stark Capital Management, and Western International Securities. Avidian Wealth Solutions provides investment management, financial planning, and advisory services to a range of clients including individuals, families, retirement plans, corporations, and institutional investors. The firm manages portfolios through discretionary strategies, customized solutions, and employs third-party sub-advisors, with a focus on both traditional and alternative investments.

Shelley Morrison Phelps is a financial advisor with Sunbelt Securities, Inc. in Houston, TX, holding a Series 63 designation and bringing 32 years of industry experience. She has been with Sunbelt Securities since 2012. Sunbelt Securities serves a diverse clientele including individual investors, charitable organizations, and corporate clients, managing approximately $2.0 billion through a network of 68 advisors. The firm offers portfolio management primarily through discretionary wrap programs, written financial planning, and third-party money manager referrals.

Michael Zdenek is a CFP® professional with 12 years of experience in the financial services industry. He currently serves as an advisor at Avidian Wealth Solutions and previously worked at JPMorgan Securities LLC and JPMorgan Chase Bank. Avidian Wealth Solutions is an SEC-registered advisory firm serving individuals, high-net-worth families, businesses, retirement plans, and institutional clients. The firm uses primarily model-based managed solutions supplemented by sub-advisors and separately managed accounts, and it also acts as a fund sponsor and sub-adviser, offering a range of investment management and advisory services.

David Ahlquist is a CFP®-certified financial advisor with 26 years of industry experience. He is currently with Concurrent Investment Advisors, LLC and previously worked at TAVO Wealth, Raymond James & Associates, and TIAA-CREF. Concurrent Investment Advisors, LLC is an SEC-registered firm that provides wealth management, investment management, and financial planning services to individuals, families, trusts, businesses, and retirement plans. The firm manages approximately $15.7 billion in assets and employs a primarily long-term, portfolio-driven investment approach using ETFs, mutual funds, and selected individual securities.

Machi Horne is a Series 65-licensed advisor with Foundations Investment Advisors LLC and has one year of industry experience. Prior to joining Foundations, Horne worked at Aspen Wealth Management and held teaching positions at Southwestern University and Second Baptist High School. Horne is also an insurance agent affiliated with Aspen Wealth Management. Foundations Investment Advisors is a multi-advisor registered investment adviser managing approximately $10.1 billion across nearly 300 investment adviser representatives. The firm serves individuals, trusts, estates, and registered investment companies, offering portfolio management, financial planning, and sub-advisory services through tailored asset allocations and model portfolios.

Hailey Thorn is a financial advisor with Sunbelt Securities, Inc. in Southlake, TX, holding a Series 66 designation and nine years of industry experience. She previously worked at Sontag Advisory LLC before joining Sunbelt Securities in 2019. Outside of her advisory role, she is involved in tax preparation through Thorn Financial Group LLC and holds a life insurance agent license. Sunbelt Securities serves individual investors, charitable organizations, and corporate clients, managing approximately $2.0 billion across several thousand relationships. The firm offers portfolio management, financial planning, and consulting services, with a focus on discretionary management delivered at the individual advisor level.

Randall Gillespie is a financial advisor with intrua Financial, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has worked at intrua Financial since 2021 and previously spent nine years at LPL Financial and eight years at Private Advisor Group, LLC. Intrua Financial provides investment advisory, portfolio management, and comprehensive financial planning services to individuals, high-net-worth clients, trusts, foundations, small businesses, and plan sponsors. The firm employs a multi-faceted investment approach that includes fundamental analysis, modern portfolio theory, and technical and cyclical analysis to create customized asset allocations and investment policy statements.

Charles Garland is a financial advisor with Symphony Financial, Ltd. Co. in Houston, TX, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has been with Symphony Financial since 2014 and is also associated with LPL Financial. Symphony Financial, Ltd. Co. provides 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 and offers a multi-family office service model that coordinates various family financial needs through outside providers.

John Tubbs is a financial advisor at Arax Advisory Partners with 11 years of industry experience. He holds a Series 66 designation and has worked at U.S. Capital Wealth Advisors and USCA Securities, where he has been a registered representative since 2010. Arax Advisory Partners is a multi-team wealth manager with over 200 advisors, overseeing approximately $26.5 billion in assets. The firm serves individuals, high-net-worth clients, family offices, institutions, and retirement plans, offering comprehensive financial planning and portfolio management through internal and external resources.

Kevin Wessels is a financial advisor at Mutual of Omaha Investor Services, Inc. He holds Series 63 and Series 65 credentials and has three years of industry experience. His prior work includes roles at Greene Law P.C., RevSherpas LLC, Fiserv, and Mfs. He is also licensed as an insurance agent specializing in life, health, and annuities. Mutual of Omaha Investor Services, Inc. provides advisory and retirement-plan services to individuals, retirement plans, corporations, and charitable organizations. The firm offers financial planning, third-party money manager programs, and retirement plan consulting through a network of Investment Advisor Representatives using model portfolios and approved managers.