ADVISOR BIO

Steven Sheldon is a CERTIFIED FINANCIAL PLANNER™ and a CHARTERED FINANCIAL ANALYST™ with Mariner Wealth. Steven has been a registered investment advisor representative since 2019. Steven has over 20 years of experience in the financial services industry. Steven is a board member of C4 Imaging, LLC, a medical device company, and the CFA Society of Houston. Steven is also an author and has published a novel that is available on Amazon. Steven is a director of the Albert and Ethel Herzstein Charitable Foundation. Steven specializes in providing financial planning, portfolio management, and pension consulting services to individuals, families, and businesses.

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Steven Spencer Hall is an investment advisor representative with Mercer Global Advisors Inc. Hall has been in the industry for over 17 years and has a strong track record of success. He is registered in Louisiana and Texas. Hall has a wide range of experience in financial planning, portfolio management, and trust services. Hall is committed to providing his clients with personalized financial advice and guidance to help them reach their financial goals. In addition to his role at Mercer Global Advisors Inc., Hall has held positions at Charles Schwab Trust Company, Creative Planning, and Fidelity Brokerage Services LLC. Hall is a graduate of the University of Arkansas and Western Governors University.

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Stuart Wier Ford is a financial advisor who has been in the industry since 1987. Stuart Wier Ford is currently registered with Hilltop Securities Inc. in Houston, Texas. Stuart Wier Ford has previously worked for several firms, including Coastal Securities, Inc., Kemper Securities Group, Inc., Lovett Underwood Neuhaus & Webb, Inc., Boettcher & Company, Inc., and Lovett Mitchell Webb & Garrison, Inc. Stuart Wier Ford holds the following securities licenses: Series 7, Series 63, and Series 66. Stuart Wier Ford is also a registered Investment Advisor Representative.

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Suhail Sikhtian is a financial professional with over 25 years of experience in the industry. Suhail is currently a Registered Representative at Goldman Sachs & Co. LLC, having joined the firm in June 1998. Prior to that Suhail worked at J.P. Morgan Securities Inc. Suhail is a Series 7, Series 24, SIE, and Series 79TO licensed professional. Suhail has a strong focus on investments and financial planning.

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ADVISOR BIO

Supal Vora is a financial advisor registered with Ameriprise Financial Services, LLC, and has been in the industry since 2003. Supal is licensed in 44 states and the District of Columbia. Supal is a Series 7 and Series 66 licensed advisor, and has passed the Securities Industry Essentials Examination (SIE).

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ADVISOR BIO

Susan Jane Travis is a financial advisor with over 25 years of experience in the industry. She holds the Certified Financial Planner designation and is registered to provide investment advice in Louisiana, New Hampshire, Oklahoma and Texas. Susan Travis currently works with Mercer Global Advisors Inc., a firm with over $45 billion in assets under management. Susan Jane Travis' specializations include retirement planning, college savings, insurance planning, estate planning and tax planning. She also provides investment advice to individuals, families, businesses and charitable organizations.

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Susan Wong-andrus is a financial advisor with UBS Financial Services Inc. Susan has been in the industry since 1987 and has a broad range of experience, specializing in helping individuals and businesses achieve their financial goals. Susan is licensed in several states including Texas, Illinois, Florida, California, and Pennsylvania, where she has been actively providing investment advice to clients. She is a member of the Financial Industry Regulatory Authority (FINRA) and has been recognized for her commitment to providing exceptional client service. Prior to joining UBS Financial Services Inc., Susan has held positions at DEAN WITTER REYNOLDS INC. and THOMSON MCKINNON SECURITIES INC.

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ADVISOR BIO

Susan Butler is a financial advisor with over 40 years of experience in the industry. Susan is a registered representative with Momentum Independent Network Inc. and is licensed in 19 states. Susan specializes in providing financial planning, portfolio management, and educational seminars for individuals and families. She is committed to helping her clients reach their financial goals.

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ADVISOR BIO

Suzanne Knobel is an Investment Advisor Representative at Potomac Fund Management. Suzanne has been in the financial industry for a significant amount of time, having worked at a number of firms in Houston, Texas. Suzanne is licensed to provide investment advice in Texas and is currently registered with Potomac Fund Management. Suzanne specializes in advising individuals, investment companies and providing publications.

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Sydney Motes is an investment advisor representative at Mariner Wealth. Sydney has been in the industry since January 2007. Sydney is a Certified Financial Planner and has a Series 65 license. Sydney is registered with the state of Texas and has a current registration as an Investment Advisor Representative. The firm provides a variety of financial planning and advisory services to individuals, families, businesses, and institutions.

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