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 held previous roles at firms including Truist Bank, SunTrust Advisory Services, and BBVA Wealth Solutions. Elevation Point Wealth Partners is an SEC-registered, multi-team investment adviser with approximately $8.29 billion in assets under management and 53 advisors. The firm serves individuals, retirement plans, trusts, estates, corporations, and other business entities through model portfolios and programmatic offerings, integrating tactical asset allocation across various investment vehicles and incorporating insurance distribution and annuity servicing within its advisory services.

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 19 years of industry experience, serving as a financial advisor at Miller Investment Management, LP since 1999. He holds a Series 65 license and is based in Houston, TX. Miller Investment Management, LP provides investment advisory services to a diverse client base including high-net-worth individuals, pooled investment vehicles, retirement plans, and institutional entities. The firm employs a multi-member governance model and offers customized asset allocation and portfolio implementation using a variety of investment vehicles, managing both discretionary and non-discretionary assets.

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 designation and 44 years of industry experience. His prior roles include positions at U.S. Capital Wealth Advisors, LLC, and USCA Securities LLC. Outside of his advisory work, he serves as a trustee for a family trust and is the treasurer of a real estate dinner club. Arax Advisory Partners is a multi-team wealth management firm with over 200 advisors managing approximately $26.5 billion in assets. The firm serves individuals, high-net-worth clients, family offices, institutions, and retirement plans through a range of services, including financial planning, portfolio management, and retirement plan consulting, employing a combination of internal management and third-party solutions.

Gregory Thorn is a CFP® with 30 years of industry experience, currently serving as a financial advisor at Sunbelt Securities, Inc. since 2016. Prior to joining Sunbelt, he worked at LPL Financial for 12 years. Outside of his advisory role, Thorn operates Thorn Financial Group LLC, which provides tax preparation and accounting services. 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, financial planning, and consulting services through a network of investment advisor representatives.

Dennis Lambert is a financial advisor with Concurrent Investment Advisors, LLC in Houston, TX, holding Series 63 and Series 66 licenses and bringing 45 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling, RBC Capital Markets, and Morgan Stanley. Outside of his advisory work, he serves as Treasurer and Finance Committee Chair on the board of the Texas Rangers Association Foundation, a nonprofit supporting active and retired Rangers and their families, and is president of Caballo Rojo Ranch, LLC, a livestock publication business. Concurrent Investment Advisors offers wealth management, investment management, financial planning, and retirement plan advisory services to individuals, families, trusts, estates, businesses, and retirement plans. The firm employs a long-term, customized investment approach utilizing ETFs, mutual funds, individual securities, and alternative investments, serving over 10,000 clients with approximately $9.9 billion in assets under management.

Patrick Norfleet is a financial advisor with Sowell Management in Houston, TX, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. His work history includes roles at Weaver Capital Advisors, Weaver Family Office Services, Weaver and Tidwell, Edward Jones, Wells Fargo, and Uber. Sowell Management is a fee-based registered investment adviser serving individuals, retirement plans, corporations, registered investment advisers, and institutions. The firm employs a multi-branch independent-contractor model, providing investment management, financial planning, retirement-plan advisory, and consulting services supported by portfolio management, trading, compliance, marketing, and technology.

Rachel Brown is a CFP® professional with 23 years of industry experience. She is currently with Arax Advisory Partners in Houston, TX, where she has worked for one year. Her prior experience includes five years at U.S. Capital Wealth Advisors and over a decade at USCA Securities and USCA RIA LLC. Arax Advisory Partners is a multi-team wealth manager with over 200 advisors, serving individuals, high-net-worth clients, family offices, institutions, and retirement plans. The firm employs a combination of internal and external portfolio management resources and offers various services including financial planning, retirement plan consulting, and advisory services to pooled private funds.

Carlos Ruano Morales is a financial advisor at BBVA Global Wealth Advisors, Inc. in Houston, TX, with one year of industry experience. He previously worked at LPL Financial, LLC, SpeedOut Advisory SL, and StoneX Group. Outside of his advisory role, he is employed with Manchester School of Soccer in Cibolo, TX. BBVA Global Wealth Advisors serves individual and high-net-worth clients, businesses, and family offices primarily through portfolio advisory and wrap-fee programs. The firm’s investment process aligns client Investor Risk Profiles with investment guides developed alongside BBVA S.A.’s Global Wealth Investment Committee and incorporates both strategic and tactical asset allocation, with most accounts requiring client approval before trades.

Andrew Keller is a financial advisor with Elevation Point Wealth Partners, LLC, holding a Series 66 designation and 23 years of industry experience. He previously worked at LPL Financial, Intrua Financial, and Intrua Advisory Group, among other firms. Keller serves as a board member for the Trotter YMCA, a charitable organization in Houston, Texas. Elevation Point Wealth Partners is a multi-team SEC-registered investment adviser managing approximately $8.29 billion in assets. The firm provides services to individuals, retirement plans, trusts, estates, and business entities, employing a model portfolio approach with tactical asset allocation and integrating insurance distribution and annuity servicing into its advisory platform.

Travis Oglesby is a financial advisor with Avidian Wealth Solutions in Houston, TX, holding Series 63 and 66 licenses and bringing 25 years of industry experience. His prior work includes roles at STA Wealth Management, Ivy Funds Distributor, and Waddell & Reed. Outside of advising, he is involved in agricultural activities as an owner of rental and crop farms in Lexington, Missouri. Avidian Wealth Solutions is an SEC-registered advisory firm serving individuals, high-net-worth families, businesses, retirement plans, and institutional clients. The firm employs 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.

Michael Schaufele is a financial advisor at Americana Partners, LLC in Houston, TX, with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Goldman, Sachs & Co. and Purshe Kaplan Sterling Investments, Inc. 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 multiple private pooled investment vehicles for accredited investors.

Burton Willingham is a financial advisor with Chilton Capital Management LLC in Houston, TX. He holds a Series 63 designation and has 23 years of industry experience. His prior roles include positions at Texan Capital Management, Inc. and Moncrief Willingham Energy Advisers, L.P. Chilton Capital Management provides discretionary portfolio and wealth management services to individuals, high-net-worth clients, pooled vehicles, and institutional accounts. The firm employs a fundamental, bottom-up research process focused on long-term capital growth and income, offering dedicated strategies across equities, fixed income, ETFs, and alternative investments.

Alex Zengo is a financial advisor with Americana Partners, LLC in Houston, TX, holding Series 63 and Series 65 licenses and having 25 years of industry experience. His prior work includes roles at Saxony Securities, Inc, Purshe Kaplan Sterling Investments, Inc., and Morgan Stanley. He is also involved with Americana Partners International, a division serving international clients. 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 portfolio management, utilizing a range of investment vehicles and third-party platforms, and serves as adviser to multiple private pooled investment vehicles for qualified investors.

Philip Pilibosian is a financial advisor at Arax Advisory Partners with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously with U.S. Capital Wealth Advisors, LLC, as well as USCA Asset Management LLC and USCA Securities LLC. He serves as an advisory committee member for real estate funds, including ApexOne Multifamily Fund III and IV. Arax Advisory Partners is a multi-team SEC-registered wealth manager overseeing approximately $26.5 billion in assets. The firm serves individuals, high-net-worth clients, family offices, institutions, and retirement plans, employing a combination of internal management, third-party models, and tailored asset allocation to meet client objectives.

Christian Taylor is a financial advisor at Blackridge Asset Management, LLC with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Thurston Capital, Bristal Lane, and NEXT Financial Group, Inc. from 2015 to the present. Blackridge Asset Management provides personalized financial planning, asset management, and consulting services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, and small businesses. The firm employs a client-driven investment process that includes model portfolios, third-party managers, and comprehensive due diligence.