Andrew Keller is a financial advisor with Elevation Point Wealth Partners, LLC, holding a Series 66 designation and 23 years of industry experience. He previously worked at LPL Financial, Intrua Financial, and Intrua Advisory Group, among other firms. Keller serves as a board member for the Trotter YMCA, a charitable organization in Houston, Texas. Elevation Point Wealth Partners is a multi-team SEC-registered investment adviser managing approximately $8.29 billion in assets. The firm provides services to individuals, retirement plans, trusts, estates, and business entities, employing a model portfolio approach with tactical asset allocation and integrating insurance distribution and annuity servicing into its advisory platform.

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 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously with U.S. Capital Wealth Advisors, LLC, as well as USCA Asset Management LLC and USCA Securities LLC. He serves as an advisory committee member for real estate funds, including ApexOne Multifamily Fund III and IV. Arax Advisory Partners is a multi-team SEC-registered wealth manager overseeing approximately $26.5 billion in assets. The firm serves individuals, high-net-worth clients, family offices, institutions, and retirement plans, employing a combination of internal management, third-party models, and tailored asset allocation to meet client objectives.

Christian Taylor is a financial advisor at Blackridge Asset Management, LLC with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at NEXT Financial Group, Inc. and Thurston Capital. 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 through a network of investment adviser representatives. The firm uses a mix of fundamental, technical, and charting analysis and offers model-based portfolio management primarily through an affiliated turnkey asset management platform.

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 has worked with firms including Amegy Bank National Association and LPL Financial, and currently holds roles with Weaver and Tidwell L.L.P. and affiliated investment advisory firms. 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 offers a range of investment approaches including strategic and tactical allocation, individual equity selection, and model portfolios such as the Sowell Visionary Allocation Strategies.

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, holding a Series 66 designation with nine years of industry experience. His previous roles include positions at Edward Jones and LPL Financial. He is also involved with Impact Partners Financial, where he engages in insurance sales and services. Foundations Investment Advisors provides financial planning and portfolio management to individuals, high-net-worth clients, retirement plans, and registered investment companies, utilizing a mix of fundamental, technical, and cyclical analysis combined with model portfolios and an asymmetric rebalancing approach.

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 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.