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 having 10 years of industry experience. His background includes roles at Amegy Bank National Association and LPL Financial, and he is involved as a partner at Weaver and Tidwell L.L.P., managing the financial advisor services affiliate. Sowell Management is a multi-branch registered investment adviser serving individuals, retirement plans, corporations, registered investment advisers, and institutions with investment management, financial planning, and related consulting services. The firm employs a diverse investment approach across multiple styles and supports its advisors through portfolio management, trading, compliance, marketing, and technology.

David Lee is a financial advisor with Foundations Investment Advisors LLC in Houston, TX. He holds a Series 66 designation and has nine years of industry experience. His prior roles include positions at Edward Jones and LPL Financial. Lee is also involved in insurance sales through Impact Partners Financial. Foundations Investment Advisors is a multi-advisor registered investment adviser managing approximately $10.1 billion for about 29,615 clients through nearly 300 investment adviser representatives. The firm offers portfolio management, financial planning, retirement-plan support, and sub-advisory services to individuals, trusts, estates, and registered investment companies.

Shane Bulgerin is a financial advisor at CORDA Investment Management, LLC in Houston, TX, with 13 years of industry experience. He holds the Series 66 designation and previously worked at Churchill Management from 2015 to 2020. CORDA Investment Management is a multi-team registered investment adviser managing approximately $2.0 billion in client assets for over 1,300 clients. The firm offers discretionary portfolio management and integrated financial planning for individuals, including high-net-worth clients, as well as pension consulting, tax preparation, and access to estate-planning 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.

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 Series 66-licensed advisor with Concurrent Investment Advisors, LLC in Houston, TX, with one year of industry experience. He has worked at several firms including Raymond James Financial Services, Fidelity Brokerage Services, and Strategic Advisers LLC. In addition to his advisory role, he serves as a Relationship Manager at Winstone Wealth Partners, assisting with client requests and supporting advisors. Concurrent Investment Advisors, LLC is an SEC-registered wealth management firm serving individuals, high-net-worth clients, families, trusts, businesses, and retirement plans. The firm employs a primarily long-term, portfolio-driven investment approach using ETFs, mutual funds, and selected individual securities tailored to client goals and risk tolerance.

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.

Anthony Thornton is a financial advisor with Regal Investment Advisors LLC, holding Series 63 and Series 66 credentials and possessing 30 years of industry experience. He has been associated with Thornton Wealth Management since 2001 and has held roles at firms including Regulus Financial Group and Summit Financial Group. Thornton is also a licensed insurance agent. Regal Investment Advisors, operating as LionShare, provides model portfolio implementation and discretionary investment management to unaffiliated registered advisers and their clients. The firm manages approximately $2.88 billion across proprietary and third-party strategies through a sub-advisory platform.

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.

Walter Decherd Jr. is a financial advisor at Simplicity Wealth with four years of industry experience. He holds Series 63 and Series 65 designations and has been involved in tax preparation and fixed insurance businesses through his ownership of Apollo Tax Group and R.M.D. Financial Group. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, corporate and institutional investors, and other financial firms. The firm employs a fund-of-funds approach using ETFs, mutual funds, and individual securities, offering advisory services alongside technology and operational solutions for other advisers.

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 and financial advisor with four years of industry experience. He is currently with Linscomb Wealth, Inc. and previously held roles at CIBC Private Wealth Advisors, Texas Capital Bank, BBVA USA, Cougar Investment Fund, and the University of Houston. Linscomb Wealth, Inc. provides comprehensive 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 also offers family office services and retirement-plan fiduciary consulting, constructing portfolios using a range of asset classes and working closely with an internal Investment Committee and wealth advisors to tailor portfolios for clients’ specific 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.