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 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 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 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 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 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 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 at Sowell Management with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Edward Jones and Wells Fargo Advisors, among other firms. He is also employed by Weaver and Tidwell, L.L.P., operating under affiliates Weaver Capital Advisors and Weaver Family Office Services. Sowell Management is a multi-team registered investment adviser serving individuals, retirement plans, corporations, and other RIAs with discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services. The firm employs multiple management styles and offers model portfolios and sub-advisory relationships while providing business support services to over 100 independent advisers.

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 holds a Series 66 designation and previously worked at LPL Financial, LLC and SpeedOut Advisory SL. Outside of finance, he is employed with Manchester School of Soccer in Cibolo, TX. 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 approach combines strategic and tactical asset allocation guided by investor risk profiles, with most accounts requiring client approval before trades are executed.