Jose Rodriguez is a financial advisor at Valic Financial Advisors in Houston, TX. He holds Series 63 and Series 66 licenses and has been with the firm since 2026. Prior to his advisory role, he worked in various positions including at University of Houston-Downtown and several restaurant chains. Valic Financial Advisors is an SEC-registered investment adviser and FINRA-member broker-dealer serving primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors, leveraging technology and model solutions to serve a substantial client base.

Corey Armstrong is a financial advisor at Valic Financial Advisors in Houston, TX, with three years of industry experience. He holds the Series 66, Series 63, and Series 65 licenses. His prior roles include positions at Agia, Tapfin/EY, and Guidehouse. Armstrong also works as a non-securities insurance agent for Agia and operates as a delivery driver. Valic Financial Advisors is an SEC-registered investment adviser and FINRA-member broker-dealer serving primarily U.S. individuals—including high net worth and ultra-high net worth clients—and employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and discretionary unified managed accounts, leveraging technology and a centralized model-driven approach to serve a large client base.

Marie Cane is a financial advisor with Valic Financial Advisors in Houston, TX, holding a Series 66 designation and 17 years of industry experience. She has been with Valic Financial Advisors since 2015 and also associated with American General Life Insurance and AIG Capital Services, Inc. during the same period. Valic Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm manages approximately $29.2 billion across nearly 300,000 clients with a network of over 1,200 advisors, offering unified managed accounts, portfolio management, and financial planning services supported by centralized technology and model solutions.

Candace Johnson is a financial advisor at Valic Financial Advisors with four years of industry experience and holds a Series 66 designation. Her career includes roles at Agia, PNC Bank, BBVA USA, and State Farm. In addition to her advisory work, she is also an agent for non-securities insurance products. Valic Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers wrap programs, portfolio management, and financial planning services through a large network of advisors, utilizing discretionary unified managed accounts with tax-aware and impact/ESG overlay options.

Michael Nobles is a financial advisor at &PARTNERS with 31 years of industry experience. He holds Series 63, Series 65, and Series 66 designations. His prior experience includes eight years at Wells Fargo Clearing and seven years at Wells Fargo Advisors LLC. &PARTNERS serves a diverse clientele, including individual and institutional investors such as retirement plans, charitable organizations, and sovereign wealth funds. The firm offers a range of services including investment advisory, brokerage, financial planning, and retirement plan consulting, employing both proprietary and third-party investment strategies through platforms like Envestnet.

Alan Christensen is a CFA® charterholder with 15 years of experience in investment management. He has been with Sarofim International Management Company and its affiliated entities since 2010. Based in Houston, TX, his career has been focused within the Sarofim advisory group. Sarofim International Management Company provides discretionary investment management primarily to non-U.S. institutional clients, including pension plans, endowments, and insurance companies, while also serving corporations, small businesses, and individual accounts. The firm employs a bottom-up, committee-driven investment process emphasizing high-quality, large-cap multinational equities and capital preservation in fixed income, with portfolio management supported by shared research and operational resources across its affiliated advisory group.

Esmeralda Gonzales is a financial advisor at Valic Financial Advisors in Houston, TX, holding Series 63 and Series 65 licenses with three years of industry experience. Her prior work includes a decade at Orion Real Estate and a role as an agent selling non-securities insurance products for AGIA. She is also the owner of a cleaning company, though it is not currently active. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Brandon Hicks is a financial advisor at Hightower Advisors with a Series 65 designation. He joined the firm in 2024 and has prior work experience at Amazon and in the food service industry. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients, utilizing a multi-manager investment approach that includes proprietary research and a variety of investment vehicles.

Francoise Price is a Series 66-licensed financial advisor with 24 years of industry experience, currently practicing at Citigroup Global Markets in Houston, TX. She has been with Citigroup Global Markets since 2007. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs alongside execution and custody services. The firm employs multi-asset, multi-manager strategies and operates with significant institutional scale and unique market roles, including serving as a swap dealer and futures commission merchant.

Kate Cleveland is a Series 66-licensed financial advisor with Valic Financial Advisors in Houston, TX, having two years of industry experience. Her background includes roles outside of finance, such as in food service and education, and she is also appointed as an agent to sell non-securities insurance products for AGIA. Valic Financial Advisors serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management, financial planning, and unified managed accounts through a large network of advisors. The firm manages approximately $29.2 billion and supports close to 300,000 clients across more than 1,200 advisors.

Robert Palmer is a CFP® and ChFC® with seven years of industry experience. He is currently with Allworth Financial, L.P. in Houston, TX, where he has worked since 2026. Prior to joining Allworth, he held positions at Avidian Wealth Solutions, Fidelity Brokerage Services LLC, and various insurance and financial services firms. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers customized portfolios using a range of model strategies and employs technology to manage held-away employer retirement accounts without requiring client login information.

Michael Roche is a financial advisor with Valic Financial Advisors in Houston, TX, holding a Series 66 designation and five years of industry experience. He previously worked at AGIA and spent several years at the University of Houston. In addition to his advisory role, Roche serves as treasurer for a youth select baseball team, managing team funds and donations on a volunteer basis. Valic Financial Advisors is an SEC-registered investment adviser and FINRA-member broker-dealer serving primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors.

Andrew Tinsley is a financial advisor at Lincoln Investment with a Series 66 designation and 10 years of industry experience. He has been with Lincoln Investment since 2016 and also serves as a financial analyst at Adaptive Asset Management, where he supports investment strategy by reviewing current and potential investments. 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 a range of financial planning and advisory services, managing both discretionary and non-discretionary portfolios through a combination of strategic and tactical investment approaches.

Donald Taylor is a financial advisor at Primerica Advisors with 32 years of industry experience. He holds Series 63 and Series 65 registrations and has worked with Park Avenue Securities, Guardian Life Insurance Company, and Cornerstone Financial Group since 2000. Outside of his advisory role, he serves as a co-trustee for his daughter's trust and as co-executor of his mother's estate. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both brokerage and advisory services, utilizing a range of proprietary and third-party investment strategies and platforms.

Fred Williams Jr. is a financial advisor with Hightower Advisors in Houston, TX, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His career includes roles at multiple Salient entities and Hightower Securities LLC since 2018. Outside of his advisory work, he serves as vice chairman of the board of trustees at Star of Hope Mission and is a member of the University of Houston President's Advisory Council. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, employing a multi-manager approach that includes both affiliated and third-party managers, with investment options spanning mutual funds, ETFs, alternatives, and custom indexing.

Yuk Kin Kuan is a financial advisor with Eagle Strategies (NY Life) based in Missouri City, TX, holding Series 63 and Series 65 credentials and having 25 years of industry experience. He has worked with Eagle Strategies and affiliated New York Life entities since 2018 and previously with AIG Financial Network and Prudential. Eagle Strategies serves a diverse client base including individual investors, institutional clients, and retirement plans, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and delivers a range of advisory programs, primarily managing assets on a non-discretionary basis through an integrated New York Life affiliate structure.

Anita Canales is a financial advisor with Principal Financial Services, holding a Series 66 designation and based in Houston, TX. She has been with Principal Securities, Inc. and Principal Life Insurance Company since 2026. Prior to her current role, she spent 30 years with Deer Park ISD. Principal Securities provides brokerage and registered investment advisory services to a diverse client base including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Fatimah Uthman is a financial advisor at Valic Financial Advisors with seven years of industry experience. She holds the Series 66 designation and has previously worked at Corebridge Capital Services, J.P. Morgan Securities, Charles Schwab, and Bank of America. Valic Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and unified managed accounts through a large network of advisors, leveraging centralized technology and model solutions to manage approximately $29.2 billion for close to 300,000 clients.

Trevis Bonnett is a financial advisor with Voya Financial Advisors, Inc., holding the ChFC® designation and Series 63 and 66 licenses. He has 17 years of industry experience, including nine years at Nationwide Investment Services Corporation and four years at Voya Financial Advisors. In addition to his advisory role, Bonnett operates as an independent insurance agent selling fixed insurance and Medicare products. Voya Financial Advisors serves a diverse client base that includes individual and institutional investors such as retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm offers services like financial planning, portfolio management, and plan-sponsor consulting through multiple program structures, emphasizing recommendation-based advice over discretionary management.

Alexandra Kantalis is a financial advisor at Hightower Advisors in Houston, TX, with 12 years of industry experience. She holds a Series 65 designation and has worked at HighTower Advisors since 2018. Prior to that, she was with Salient Private Client, LLC, Salient Capital Advisors, LLC, and Salient Partners, L.P. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach includes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and offers a broad spectrum of portfolio management and financial planning services.