Mark Nash is a financial advisor with Transamerica Financial Advisors in Houston, TX, holding Series 63 and Series 65 designations and 17 years of industry experience. His career includes roles with the Louisiana Department of Revenue and the Internal Revenue Service. Outside of advising, Nash is involved in several entrepreneurial ventures, including owning a tax preparation and consulting firm, a music and filmmaking company, an insurance agency, and a church. Transamerica Financial Advisors serves a wide range of clients, including individual investors, pension plans, trusts, and corporations, offering both advisory and broker-dealer services with a variety of model portfolios and third-party managers.

Sudheer Indala is a financial advisor with Transamerica Financial Advisors in Houston, TX, holding Series 63 and Series 65 licenses and six years of industry experience. He has worked at Transamerica Financial Advisors since 2020 and has held roles with Wfgia and Chevron Phillips Chemical Company, where he is employed as an environmental engineer. Transamerica Financial Advisors serves a diverse client base, including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers both advisory and broker-dealer services through proprietary and third-party model portfolios, with discretionary and non-discretionary program options.

Marcel Frey is a financial advisor with Eagle Strategies (NY Life) based in Sugar Land, TX, holding a Series 63 license and over 30 years of industry experience. He has been associated with Eagle Strategies and New York Life since 1995 and leads The Frey Financial Group, LLC since 2003. Outside of his advisory roles, he owns acreage supporting cattle ranching and mineral rights properties in Fort Bend and Austin Counties. Eagle Strategies serves a diverse client base including individuals, institutional investors, and retirement plans, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored solutions delivered primarily on a non-discretionary basis through a variety of program types within the New York Life affiliate structure.

Jordan Hannah is a financial advisor at Ameritas Advisory Services, LLC with CFP® certification and Series 63 and 65 licenses. He has two years of industry experience and has been involved with Ameritas Advisory Services and Ameritas Investment Company since 2023. In addition to his role at Ameritas, he operates Hannah Financial Solutions, LLC, a financial firm he founded in 2021. Ameritas Advisory Services provides fee-based investment management, financial planning, and retirement-plan advisory services to individuals, corporations, and institutional clients. The firm offers a range of discretionary and non-discretionary programs, utilizing both in-house model portfolios and third-party managers.

Mark Countryman is a Certified Financial Planner (CFP®) with 27 years of industry experience. He has been with Lincoln Investment Planning, Inc. since 2005. Based in Sugar Land, TX, Mark holds Series 63 and Series 65 licenses. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a particular focus on educators and 403(b)/457(b) participants. The firm offers financial planning, retirement plan advice, and a range of advisor- and firm-managed investment programs that utilize both strategic and dynamic approaches.

Adrian Gonzalez is a financial advisor with Lincoln Investment in Sugar Land, TX. He holds a Series 66 designation and has two years of industry experience. Prior to joining Lincoln Investment, Adrian worked with organizations including Operation HOPE and AltruVista. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers financial planning, ERISA retirement plan advice, and a range of advisory programs supported by a combination of in-house and third-party investment strategies.

Caitlin Little is a financial advisor at Lincoln Investment with four years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Capital Analysts, Dearborn & Creggs, and CBS News. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers financial planning, ERISA retirement plan advice, and a variety of advisory programs utilizing both strategic and dynamic investment approaches.

Ryan Griswold is a financial advisor at Kestra Advisory with six years of industry experience. He holds a Series 66 designation and has previously worked at firms including Invesco and Axa Advisors, LLC. His background also includes roles outside the financial industry at Samuels Jewelers and Texas Christian University. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a mix of institutional and individual clients. The firm offers fiduciary consulting, plan design, employee education, and access to multiple management platforms, serving clients that include large institutional investors such as sovereign wealth funds.

Jacob Leon is a CFP® and PFS™ credentialed advisor with 27 years of industry experience. He currently serves at Kestra Advisory and has prior experience with Tlc Wealth Management and Kestra Investment Services, LLC. In addition to his advisory work, Leon is active in community service through leadership roles with the Houston Jewish Community Foundation and Jewish Family Service, including past presidencies and board memberships. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a diverse client base that includes institutional and individual investors. The firm provides fiduciary services, plan design, compliance testing, and access to multiple management platforms, serving clients with over $79 billion in assets under management.

Johnathon James is a financial advisor at United Planners' Financial Services of America, holding Series 63 and Series 66 credentials with eight years of industry experience. His prior roles include positions at PNC Investments, Avantax Advisory Services, Truist Advisory Services, and JPMorgan Securities. Outside of financial services, he is involved with Amped Fitness. United Planners Financial Services is a national wealth-management enterprise serving a broad client base that includes individual investors, retirement plans, corporations, trusts, estates, and institutional clients. The firm delivers advisory and brokerage services through independent representatives and employs a mix of custodians, third-party money managers, and platform programs to implement investment strategies.

Dali Fu is a financial advisor with Transamerica Financial Advisors, holding Series 65 and Series 63 licenses and bringing six years of industry experience. In addition to his advisory role, he is involved in various insurance-related agencies and operates his own P&C insurance agency businesses. Fu also participates as a college success advisor for Kyros AI Corp, a college preparation platform using artificial intelligence. Transamerica Financial Advisors serves a diverse client base including individual investors, high-net-worth clients, and institutional entities, offering both advisory and broker-dealer services with a range of proprietary and third-party investment models. The firm manages substantial discretionary and non-discretionary assets and operates uniquely as both a registered broker-dealer and registered investment adviser with affiliated retirement solutions.

Gary Sagarnaga is a financial advisor with Kestra Advisory Services, LLC, holding a Series 63 designation and bringing 40 years of industry experience. His prior work includes 13 years at Girard Securities, Inc. He also operates as a sole proprietor managing insurance and investment recommendations. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual investors. The firm offers services such as fiduciary consulting, plan design, and employee education, and supports complex investment solutions through multiple management platforms.

Benjamin Almeda is a CFP® with 17 years of experience in the financial industry. He is currently with Hightower Advisors and has prior experience at TD Ameritrade Investment Management, Charles Schwab, and Td Ameritrade. Hightower Advisors provides investment advisory and planning services to a broad range of individual and institutional clients. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across various investment vehicles.

Xavier Smith is a financial advisor at Empower Advisory Group with eight years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Empower Advisory Group in 2024, he worked at Bank of America and Merrill from 2019 to 2024 and has held positions at City of Houston, CMG Financial, Bank of Texas, and Realty Associates. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm offers integrated services tied to Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns, annual rebalancing, and clients’ savings rates.

Summer Rose is a financial advisor with PNC Wealth Management in Houston, TX, holding a Series 66 designation and eight years of industry experience. Her career includes roles at BBVA Wealth Solutions, BBVA Insurance Agency, BBVA Securities, and Edward Jones. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account available by invitation to employees. The firm uses algorithmic risk assessments and delegates portfolio management and proxy voting to third parties.

Oguguomakwa Okolie is a financial advisor with Eagle Strategies (New York Life) in Sugar Land, TX, holding Series 63 and Series 65 licenses and possessing four years of industry experience. He has worked with multiple firms including New York Life Insurance Company and Nylife Securities LLC. Okolie also operates under the DBA Linea Wealth Group for brokering non-registered insurance products alongside his advisory role. Eagle Strategies serves a diverse client base including individuals, institutional investors, and retirement plans, offering financial planning, investment management, and advisory services. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Melissa Christensen is a financial advisor at Empower Advisory Group with 19 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Fidelity Investments and Fidelity Personal and Workplace Advisors. Outside of her advisory role, she works as an independent contractor for DoorDash. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain retail clients. The firm emphasizes long-term portfolio returns and annual rebalancing through an integrated model tied to Empower’s recordkeeping and administrative platforms.

Raymond Vitek Jr. is a financial advisor with Eagle Strategies (NY Life) holding the ChFC® designation and Series 63 license. He has 43 years of industry experience, having worked at firms including NY Life Insurance Company and Nylife Securities Inc. Outside of finance, he owns agricultural land in Texas that he leases for cattle grazing. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm offers a range of program types, emphasizing tailored recommendations and primarily managing assets on a non-discretionary basis.

Steven Chambers is a financial advisor at Creative Planning with six years of industry experience. He holds the CFP®, CFA®, and Series 65 designations. Prior to joining Creative Planning, he worked at Willis Johnson & Associates, Nrg, Direct Energy, Infinite Solutions, Ronald Blue Trust, Ronald Blue & Company, and Mercer Global Advisors. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including individuals, pension plans, trusts, foundations, and corporations. The firm manages approximately $295.6 billion in client assets and employs a financial-planning-led investment approach that emphasizes low-cost indexing, buy-and-hold strategies, and selective private market exposure.

Carlos Tijerina Jr Jr. is a financial advisor at Fifth Third Securities, Inc. based in Houston, TX, with 13 years of industry experience. He holds the Series 63 and Series 66 designations. His prior roles include positions at Frost Brokerage Services, PNC Investments LLC, BBVA Wealth Solutions, and Wells Fargo Bank. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, and institutions through investment advisory and brokerage services. The firm offers multiple program types via the Passageway Managed Account Platform and provides access to third-party portfolio managers, advisor-directed models, and tax-related investment strategies.