Gregory Thorn is a CFP® professional with 31 years of experience in financial advising. He currently works at Sunbelt Securities, Inc., where he has been since 2016. Prior to that, he held positions at LPL Financial and Cetera Wealth Services. Outside of his advisory role, Thorn operates Thorn Financial Group LLC, which provides tax preparation and accounting services. Sunbelt Securities, Inc. serves individual, high-net-worth, and institutional clients through a network of investment adviser representatives offering advisory services, financial planning, and access to third-party money managers. The firm employs diverse investment strategies and does not mandate a single uniform model across its advisors.

Patrick Norfleet is a financial advisor with Sowell Management in Houston, TX, holding Series 63 and Series 65 licenses and 19 years of industry experience. His prior roles include positions at Edward Jones, Wells Fargo Clearing Services, J.P. Morgan Securities, and Uber. He is employed by Weaver and Tidwell, L.L.P., working under affiliates Weaver Capital Advisors and Weaver Family Office Services, which provide investment advisory services through Sowell Management. Sowell Management is a multi-team registered investment adviser serving individuals, retirement plans, corporations, and other RIAs with portfolio management, financial planning, and retirement-plan advisory services. The firm employs diverse management styles and offers model portfolios, third-party manager selection, unified managed accounts, and held-away account management through various platforms.

Rachel Brown is a CFP® professional with 23 years of experience in financial advising. She is currently with Arax Advisory Partners and has prior experience at UBS Financial Services and U.S. Capital Wealth Advisors. Brown holds Series 63 and Series 66 licenses. 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, comprehensive financial planning, retirement plan consulting, and private fund advisory, employing both traditional and alternative investments supported by AI tools and third-party analytics.

Carlos Ruano Morales is a financial advisor at BBVA Global Wealth Advisors, Inc. 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 advisory work, he is employed as a coach at the Manchester School of Soccer in Cibolo, Texas. BBVA Global Wealth Advisors, Inc. provides investment advisory services to individuals, high-net-worth clients, businesses, and family offices, offering portfolio advisory, wrap fee programs, and model portfolios. The firm uses strategic and tactical asset allocation informed by BBVA S.A.’s research and third-party resources, employing a mix of mutual funds, ETFs, UCITS, structured products, and individual securities.

Andrew Keller is a financial advisor at Elevation Point Wealth Partners, LLC with 23 years of industry experience. He holds the Series 66 designation and has worked at firms including LPL Financial, Intrua Advisory Group, and Inscription Capital. Keller serves on the board of the Trotter YMCA in Houston, Texas. Elevation Point Wealth Partners provides investment advisory services to individuals, retirement plans, trusts, and institutional clients, offering a range of portfolio management strategies including separately managed accounts, model portfolios, and retirement-plan consulting. The firm integrates strategic and tactical asset allocation across multiple investment vehicles and includes insurance-related activities within its service offerings.

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 21 years of industry experience. He holds Series 63 and Series 65 licenses and has prior experience at U.S. Capital Wealth Advisors, LLC, USCA Asset Management LLC, and Hitherlane Partners, LLC. Outside of his advisory role, he serves on the advisory committees for ApexOne Multifamily Fund III and IV, real estate funds based in Houston. Arax Advisory Partners offers wealth management and advisory services to individual, high-net-worth, family office, institutional, and business clients. The firm employs a fiduciary approach using a combination of in-house teams, external managers, and alternative investments, supported by AI tools and third-party analytics, and manages accounts through discretionary and non-discretionary strategies.

Christian Taylor is a financial advisor at Blackridge Asset Management, LLC with 16 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at several firms, including NEXT Financial Group, Inc. and Waddell & Reed. Blackridge Asset Management provides financial planning, investment management, and consulting services to individuals, high-net-worth clients, trusts, estates, corporations, retirement plans, and charitable organizations. The firm utilizes a network of investment adviser representatives and offers tailored portfolio management through affiliated platform managers and third-party providers.

David Miller is a ChFC® credentialed financial advisor at AssuredPartners Investment Advisors with 38 years of industry experience. He previously worked at Kestra Advisory Services LLC and Kestra Investment Services, LLC for eight years. In addition to his advisory role, Miller is involved in insurance sales, including life, health, LTC, DI, group, and property and casualty insurance. AssuredPartners Investment Advisors provides portfolio management, financial planning, pension consulting, and employee benefit plan advisory services to individuals, trusts, retirement plans, and other entities. The firm manages several billion in discretionary assets through a multi-office team and offers both discretionary and non-discretionary portfolio management alongside educational and fiduciary services.

Kirk Freedle is a financial advisor with Sunbelt Securities, Inc. in Westminster, CO, holding the ChFC® and Series 63 designations and bringing 30 years of industry experience. His prior roles include positions at Familywealth, Advisersource.Com, Jolliffe Capital, and he has operated Innovative Financial Partners, LLC since 2004. Freedle serves as president of the Colorado Fallen Fire Fighters Foundation, a charitable organization supporting families of fallen firefighters. Sunbelt Securities serves individual investors, charitable organizations, and corporate clients through a network of 68 advisors, managing approximately $2.0 billion in assets. The firm provides portfolio management, financial planning, and third-party money manager referrals, with a focus on discretionary asset management delivered at the advisor level.

Ryan Corkran is a financial advisor with Symphony Financial, Ltd. Co. based in Houston, TX. He holds Series 63 and Series 65 licenses and has 11 years of industry experience. His prior experience includes roles at LPL Financial and Equitable Advisors. 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 framework using a range of securities and tailors portfolios to client risk profiles, supporting ERISA 3(21) retirement-plan work and offering multi-family office services.

Stephen Carter is a financial advisor with Sowell Management in Houston, TX, holding Series 63 and Series 65 credentials and 10 years of industry experience. He previously worked at Amegy Bank National Association for nine years and is a partner at Weaver and Tidwell L.L.P., where he manages the financial advisor services affiliate. Sowell Management is a multi-team registered investment adviser serving individuals, retirement plans, corporations, and other RIAs through discretionary and non-discretionary portfolio management and financial planning. The firm employs multiple management styles and offers a range of solutions including model portfolios, third-party manager selection, and unified managed account platforms.

Brandon Young is a CFP® with 21 years of experience in the financial services industry. He has worked at Willis Johnson Wealth since 2019 and previously spent 12 years with Invesco Advisers, Inc. He is based in Houston, TX. Willis Johnson Wealth serves corporate professionals, executives, and high-net-worth individuals and their families, offering comprehensive financial planning and investment management. The firm employs an evidence-based, tax-aware investment approach and provides services including retirement planning, trust and estate planning, tax preparation through an in-house CPA, and access to private market investments.

David Lee is a financial advisor at Foundations Investment Advisors LLC in Houston, TX, with nine years of industry experience. He holds the Series 66 designation and has held positions at Edward Jones, LPL Financial, and several other firms. He is also involved with Impact Partners Financial, where he provides insurance sales and services. Foundations Investment Advisors, LLC serves a broad client base including individuals, high-net-worth clients, retirement plans, and registered investment companies. The firm offers financial planning, portfolio management, and sub-advisory services through a large network of affiliated offices, utilizing a combination of fundamental, technical, and cyclical analysis.

Shane Bulgerin is a financial advisor at CORDA Investment Management, LLC with 14 years of industry experience. He holds the Series 66 designation and has worked at firms including Churchill Management and Merrill. Based in Houston, TX, he joined CORDA in 2022. CORDA Investment Management is a multi-team registered investment adviser managing approximately $2.0 billion in client assets for about 1,359 clients through a team of around 30 advisors. The firm provides discretionary portfolio management and integrated financial planning to individuals, including high-net-worth clients, as well as pension consulting and tax preparation services.

Charles Rawl is a financial advisor at Sunbelt Securities, Inc. in Houston, TX, with 30 years of industry experience. He holds the CFP® and ChFC® designations and has worked at Sunbelt Securities since 2009. Rawl operates his own investment and insurance-related businesses under Charles W. Rawl & Associates, LLC, including fixed life insurance, annuities, group medical insurance, life settlements, and estate planning services. Sunbelt Securities serves individual investors, charitable organizations, and corporate clients through a network of 68 advisors, managing approximately $2.0 billion in assets. The firm offers portfolio management, financial planning, and consulting, with a focus on discretionary management and a dual registration as both a broker-dealer and registered investment adviser.

Rachel Ballengee is a CFP® with 19 years of industry experience. She has worked at The Mather Group, LLC since 2021 and was previously with intrua Financial for eight years. The Mather Group primarily serves high-net-worth individuals, family offices, trusts, corporations, and other entities, offering integrated financial planning, investment management, tax and estate planning guidance, and family office services. The firm employs an evidence-based investment approach with customized portfolio options and incorporates AI and machine-learning tools alongside human oversight in its processes.