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 has worked at several firms including U.S. Capital Wealth Advisors, USCA Securities LLC, and Sanders Morris LLC. Outside of his advisory role, he is involved in a charitable foundation tied to the Coastal Conservation Association of Texas and serves on the Neurological Institute National Council at Houston Methodist Hospital Foundation. Arax Advisory Partners provides wealth management and advisory services to a diverse client base, including individuals, high-net-worth clients, family offices, institutions, and businesses. The firm employs a fiduciary approach utilizing in-house portfolio teams, independent managers, and a combination of traditional and alternative investments, supported by AI tools and third-party analytics.

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.

Machi Horne is a financial advisor at Foundations Investment Advisors LLC with one year of industry experience. She holds a Series 65 designation and has previously worked at Aspen Wealth Management, Southwestern University, and Second Baptist High School. In addition to advising, she is licensed as an insurance agent and spends time working in that capacity. Foundations Investment Advisors LLC provides financial planning and portfolio management services to individuals, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm employs a mix of fundamental, technical, and cyclical analysis, uses model portfolios with an asymmetric rebalancing strategy, and offers a range of affiliated services including legal, insurance, and tax support.

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 at Intrua Financial with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at LPL Financial and Private Advisor Group, LLC. Outside of his advisory role, he operates a tax and insurance-related business under Randy C. Gillespie & Associates, Inc. Intrua Financial is a multi-team registered advisory firm serving individuals, high-net-worth clients, trusts, foundations, and retirement plans. The firm employs a diverse investment approach combining fundamental, technical, and cyclical analysis and offers various portfolio management and consulting services.

Charles Garland is a financial advisor at Symphony Financial, Ltd. Co. in Houston, TX, with 17 years of industry experience. He holds Series 63 and Series 66 designations and has been with Symphony Financial since 2014. Garland is also affiliated with LPL Financial. Symphony Financial serves individuals, trusts, estates, charitable organizations, and business entities through discretionary portfolio management, financial planning, and consulting. The firm offers multi-family office services and employs a long-term investment approach using a broad range of investment vehicles while coordinating with outside specialists for comprehensive wealth management.

John Tubbs is a financial advisor at Arax Advisory Partners in Houston, TX, holding a Series 66 designation with 11 years of industry experience. He previously worked at U.S. Capital Wealth Advisors, LLC, and maintains a role as a registered representative with USCA Securities LLC. Arax Advisory Partners provides wealth management and advisory services to a diverse client base, including individuals, high-net-worth clients, family offices, institutions, and businesses. The firm offers a range of services such as portfolio management, financial planning, and retirement plan consulting, employing both in-house and external managers alongside alternative investments and technology tools.

Kevin Wessels is a financial advisor with Mutual of Omaha Investor Services, Inc. He holds Series 63 and Series 65 licenses and has three years of industry experience. His prior work includes roles at Greene Law P.C., RevSherpas LLC, Fiserv, and MFS. Wessels is also an insurance agent licensed to sell life, health, and annuity products. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm utilizes platform relationships and third‑party managers to deliver managed solutions and operates alongside broker‑dealer and insurance businesses within the Mutual of Omaha group.

Brock Carlin is a financial advisor with Sunbelt Securities, Inc. in Houston, TX, holding a Series 66 designation and 18 years of industry experience. He has been with Sunbelt Securities since 2016. Sunbelt Securities serves a diverse client base including individual investors, charitable organizations, and corporate clients, managing approximately $2.0 billion across several thousand accounts. The firm offers portfolio management through a rep-directed wrap program, written financial planning, consulting, and access to third-party money managers.

Patrick Keller is a financial advisor at Elevation Point Wealth Partners, LLC with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Inscription Capital LLC and Truist Bank. Elevation Point Wealth Partners provides investment advisory services to individuals, retirement plans, trusts, and institutional clients. The firm offers portfolio management through model portfolios, separately managed accounts, and retirement-plan consulting, utilizing a blend of strategic and tactical asset allocation across various investment vehicles.

James Mcginness is a financial advisor at Avidian Wealth Solutions with 11 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Hightower Advisors and Salient-affiliated firms. Avidian Wealth Solutions is an SEC-registered advisory firm serving individuals, high-net-worth families, businesses, retirement plans, and institutional clients. The firm employs a model-based investment approach supplemented by sub-advisors and separately managed accounts, managing approximately $3.99 billion in assets across 32 advisors.

Ben Davidson is a financial advisor at Americana Partners, LLC in Houston, TX, holding a Series 65 designation with four years of industry experience. Before joining Americana Partners in 2022, he worked at JP Morgan & Chase from 2019 to 2021 and held academic positions at the University of North Carolina and University of South Carolina. 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 client risk tolerances and objectives, utilizing a range of investment vehicles and technology platforms, and manages several private pooled investment vehicles for qualified investors.

Korosh Ataei is a financial advisor with Symphony Financial, Ltd. Co. in Houston, TX, holding a Series 66 credential and five years of industry experience. His prior roles include positions at LPL Financial, IP Financial Advisory Services LLC, and GWN Securities, Inc. Symphony Financial serves individuals, trusts, estates, charitable organizations, and business entities through discretionary portfolio management, financial planning, and consulting. The firm offers comprehensive multi-family office services and employs a long-term investment philosophy that combines fundamental and technical analysis.

Elwyn Evans III is a CFA® charterholder with 20 years of industry experience. He has been with Miller Investment Management, L.P. in Houston, TX since 1999. Miller Investment Management provides investment advisory and supervisory services to individuals, pension and profit-sharing plans, foundations, endowments, trusts, business entities, and private pooled vehicles. The firm combines fundamental and technical analysis through its Investment Strategy and Portfolio Management Committees, managing both discretionary and non-discretionary assets with a long-term focus while allowing shorter-term trades and specialized strategies where appropriate.

Robert Wellington IV is a financial advisor with Americana Partners, LLC in Houston, TX, holding a Series 66 designation and 17 years of industry experience. His prior roles include positions at Morgan Stanley and Purshe Kaplan Sterling Investments. He is a founding partner and managing director at Americana Partners. 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 client risk tolerances and objectives, utilizing a diverse range of investment vehicles and technology platforms, and manages multiple private pooled investment vehicles for qualified investors.

David Solomon is a financial advisor with Arax Advisory Partners in Houston, TX, holding a Series 63 credential and 45 years of industry experience. He has previously worked at U.S. Capital Wealth Advisors, USCA Securities, USCA Asset Management, and Hitherlane Partners. Outside of his advisory role, he serves as treasurer for a real estate dinner club and trustee of a family trust. Arax Advisory Partners provides wealth management and advisory services to a diverse client base including individuals, high-net-worth clients, family offices, institutions, and businesses. The firm offers discretionary and non-discretionary portfolio management, comprehensive financial planning, and retirement plan consulting, utilizing both traditional and alternative investments through a combination of in-house teams and external managers.