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.

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.