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.

Peter Knoer is a CFP® with 13 years of experience in financial advising. He has been with Bogart Wealth, LLC since 2016. Bogart Wealth serves individuals, trusts, estates, and charitable organizations with comprehensive financial planning and wealth management services, using model portfolios alongside specialized options such as direct indexing SMAs and private-market alternative exposures. The firm employs a combination of fundamental equity analysis, technical factors, and top-down asset allocation, implementing investment decisions primarily on a discretionary basis.

Enrique Araiza is a financial advisor at Arax Advisory Partners with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Titleist Capital, BB&T Scott & Stringfellow, and USCA Securities. Arax Advisory Partners is a multi-team wealth manager overseeing approximately $26.5 billion in regulatory assets and serving individuals, high-net-worth clients, family offices, institutions, and retirement plans. The firm employs a combination of internal and external portfolio management and uses tailored asset-allocation strategies alongside performance-based fee arrangements and carried interest structures for certain qualified investors and private funds.

Clark Henry is a financial advisor at Concurrent Investment Advisors, LLC in Houston, TX, holding a Series 66 credential with two years of industry experience. He has worked with several firms including Raymond James Financial Services, Strategic Advisers LLC, and Fidelity Brokerage Services. Outside of his advisory role, he serves as a relationship manager at Winstone Wealth Partners, assisting with client requests and supporting other advisors. Concurrent Investment Advisors, LLC is an SEC-registered firm providing wealth management, investment management, financial planning, and retirement plan services to individuals, high-net-worth clients, families, trusts, businesses, and retirement plans. The firm employs a primarily long-term, portfolio-driven approach using ETFs, mutual funds, and selected individual securities, and operates across multiple offices with approximately 240 advisors and $15.7 billion in assets under management.

Romelia Legg is a financial advisor at Arax Advisory Partners in Houston, TX, with two years of industry experience. She holds a Series 66 designation and previously worked at U.S. Capital Wealth Advisors, LLC, USCA Securities LLC, and has experience outside finance including roles at the University of Houston and Dick's Sporting Goods. Arax Advisory Partners is an SEC-registered, multi-team wealth manager overseeing approximately $26.5 billion in assets through a team of more than 200 advisors. The firm serves individuals, high-net-worth clients, family offices, institutions, and retirement plans using a combination of internal portfolio management, third-party models, and tailored asset allocation strategies.

Deborah Ellis is a financial advisor at Arax Advisory Partners with 14 years of industry experience. She holds the Series 66 designation and has previously worked at US Capital Wealth Advisors and W Hamilton and Co, LLC. Arax Advisory Partners is a multi-team, SEC-registered wealth management firm overseeing approximately $26.5 billion in assets. The firm serves individuals, high-net-worth clients, family offices, institutions, and retirement plans through financial planning, portfolio management, retirement plan consulting, and advisory services to pooled private funds.

Arthur Brand is a financial advisor at OneSeven in Houston, TX, holding a Series 66 designation with 21 years of industry experience. His prior roles include positions at Raymond James Financial Services Advisors Inc. and Blue Cross Blue Shield of Texas. He is also associated with HTR Wealth Management as a branch manager. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, focusing on discretionary portfolio management and financial planning. The firm employs a primarily long-term investment approach while offering both discretionary and non-discretionary arrangements and utilizes a range of strategies including diversified mutual funds, ETFs, individual stocks, and access to alternatives and private placements.

Steven Van Nostrand is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Concurrent Investment Advisors, LLC. His prior experience includes roles at Raymond James & Associates, Goodman Financial Corporation, and TIAA-CREF. Concurrent Investment Advisors, LLC is an SEC-registered advisory firm managing approximately $15.7 billion in assets for individuals, high-net-worth clients, families, trusts, businesses, and retirement plans. The firm employs a long-term, portfolio-driven investment approach, utilizing ETFs, mutual funds, and selected individual securities tailored to client goals and risk tolerance.

John Siegel is a CFP® with 10 years of industry experience, currently serving at Willis Johnson Wealth in Houston, TX. He previously worked at JP Morgan Securities LLC for three years. Outside of his advisory role, Siegel is a director on the Board of the St. Stephen's Endowment Fund, where he oversees investment management and compliance matters. Willis Johnson Wealth provides comprehensive financial planning and investment management primarily for corporate professionals, executives, and high-net-worth individuals and their families. The firm follows an evidence-based, tax-aware investment approach with multiple model strategies and offers services including in-house tax preparation and private market investments.

Matthew Kirby is a financial advisor with Brighton Jones LLC in Houston, TX, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Cerity Partners LLC, Avion Wealth LLC, Park Avenue Securities, Guardian Life Insurance, Inspire Financial Group, and Grant Thornton, LLC. Brighton Jones serves individuals, high-net-worth and ultra-high-net-worth families, retirement plan sponsors, charitable organizations, business entities, and trusts. The firm provides comprehensive wealth services using a holistic, balance-sheet approach, offering both discretionary and non-discretionary management along with access to private investment opportunities.

Thomas Kowalchuk is a financial advisor at Americana Partners, LLC, holding Series 65 and Series 66 credentials. He has a cumulative 13 years of industry experience across firms including Dynasty Financial Partners and Samalin Wealth. Outside of finance, he has been involved with TJay Music, LLC since 2007. Americana Partners offers financial planning, consulting, discretionary investment, and wealth management services to individuals, corporations, trusts, estates, and charitable organizations. The firm manages portfolios that include mutual funds, ETFs, equities, fixed income, options, structured products, and alternative investments, with a focus on customized client solutions and integration of family-office administrative services.

James Nakfoor is a financial advisor at Sunbelt Securities, Inc. in Houston, TX, with 14 years of industry experience. He holds the Series 65 and Series 63 designations and has worked at Sunbelt Securities since 2018. Nakfoor also has a long-term association with Palm Street Capital dating back to 1996. Sunbelt Securities, Inc. provides investment advisory and related services to individual—including high-net-worth—and institutional clients through a network of investment adviser representatives. The firm offers portfolio management through the Sunbelt RD wrap-fee program, standalone financial planning, and referrals to third-party money managers, employing a range of investment methods without requiring a uniform model across advisers.

Wilson Boren is a CFA® charterholder with five years of industry experience. He currently serves as a financial advisor at Linscomb Wealth, Inc., where he joined in 2026. His prior experience includes roles at CIBC Private Wealth Advisors, Texas Capital Bank, Bbva Usa, and Cougar Investment Fund. Linscomb Wealth provides wealth planning, portfolio management, and investment consulting to individual, high-net-worth, and ultra-high-net-worth clients, as well as trusts, foundations, and retirement plans. The firm offers family office services and retirement-plan fiduciary consulting, constructing portfolios using a diverse range of investment strategies tailored to client goals and needs.

Roy Longoria is a CFP®-certified financial advisor with 24 years of industry experience, currently serving at Sunbelt Securities, Inc. in Houston, TX. He has been with Sunbelt Securities since 2010 and also operates Shores Longoria Retirement Plan Consultants, focusing on 401(k) plan business. Outside of his advisory work, he is involved in local delivery services through two logistics companies. 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 provides portfolio management, financial planning, and consulting services through a network of investment adviser representatives.

Kyle Campbell is a financial advisor with Symphony Financial, Ltd. Co. in Houston, TX, holding a Series 63 designation and seven years of industry experience. He previously worked at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company for seven years and has been involved with Hotaling Insurance since 2019. Outside of advising, he owns Saddle Up Fuel, a business that provides discount diesel fuel cards for businesses and horse and cattle associations. Symphony Financial, Ltd. Co. offers 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 using a range of securities and often integrates multi-family office services and third-party management models to address broad family financial needs.

Juan Bolanos is a financial advisor at Insigneo Advisory Services, LLC with seven years of industry experience. He holds a Series 66 designation and has worked at firms including PNC Investments and BBVA Wealth Solutions. Outside of advisory work, he is a property owner. Insigneo Advisory Services, LLC provides investment advisory and portfolio management services to individual, corporate, trust, and institutional clients, including banking institutions. The firm offers a range of investment solutions such as discretionary and non-discretionary managed accounts, multi-asset portfolios, third-party manager oversight, and consulting services.

Sami Abboud is a financial advisor at World Equity Group, Inc. with one year of industry experience. He holds a Series 66 designation and has previously worked at SMART Group Houston and Scandrill, Inc. Outside of his advisory role, Abboud serves as Vice President of Business Development for Exponent Prosperity Accelerator Advisors and works as a Fixed Life Insurance agent with Innovative Capital Assurance. World Equity Group, Inc. provides fee-based investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm offers managed portfolios through its wrap-fee programs, incorporating discretionary portfolio management, financial planning, and third-party money managers using a risk-tolerance-based asset allocation approach.

Sara Willis is a financial advisor with New Edge Wealth in Houston, TX, holding a Series 66 designation and four years of industry experience. Prior to joining New Edge Wealth and NewEdge Securities LLC in 2026, she worked at Sanford C. Bernstein & Co., LLC for five years. New Edge Wealth primarily serves ultra-high-net-worth individuals, families, family offices, foundations, trusts, and institutional clients. The firm offers a range of advisory services, focusing on asset allocation and investor behavior, and utilizes technology tools including AI-assisted analytics alongside adviser judgment.

Odaro Aisueni is a CFP® professional with two years of experience currently advising at Plancorp, LLC. Prior to joining Plancorp in 2025, Aisueni held roles at Austin Wealth Management, Willis Johnson & Associates, Carson Group, and had experience outside finance with Chipotle and Texas Tech University. Plancorp serves individuals, trustees, business owners, charitable organizations, and retirement plans with comprehensive wealth management, investment management, financial planning, and tax preparation services. The firm utilizes Modern Portfolio Theory and documented Investment Policy Statements to guide diversified asset allocation and employs both discretionary and non-discretionary management strategies.

Brian Orner is a financial advisor with Valic Financial Advisors in Houston, TX, holding a Series 66 designation and 13 years of industry experience. He has worked at Valic Financial Advisors since 2015 and is also an agent with Agia, where he is involved in non-securities insurance products. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.