Charles Donnell is a financial advisor with PNC Wealth Management based in Houston, TX, holding a Series 66 designation and has 20 years of industry experience. His prior roles include positions at BBVA Wealth Solutions Inc., BBVA Securities Inc., and COMPASS Bank from 2015 to 2021. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account that uses algorithmic recommendations and manages investments via mutual funds and ETFs.

Lilian Cadore is a financial advisor with Valic Financial Advisors, holding a Series 66 designation and 13 years of industry experience. She has worked at VALIC Financial Advisors since 2015 and is currently affiliated with Corebridge Capital Services, Inc. Outside of her advisory role, Cadore serves as president of a St. Vincent de Paul chapter, where she leads group meetings and helps coordinate assistance for those in need. Valic Financial Advisors primarily serves 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 wrap programs through a large advisor network, utilizing discretionary unified managed accounts and optional tax-aware and ESG overlay services.

Carl Montano is a financial advisor at Transamerica Financial Advisors with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Transamerica Financial Advisors since 2013. Outside of his advisory role, Montano has been involved with the Heartland Institute of Financial Education and St. Andrew's Presbyterian Church of Beaumont. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individual investors, employer-sponsored retirement plans, trusts, estates, charitable organizations, and businesses. The firm utilizes model portfolios and third-party managers across multiple platforms, managing approximately $1.7 billion in regulatory assets under management.

Clark Henry is a financial advisor at Concurrent Investment Advisors, LLC with two years of industry experience. He holds a Series 66 designation and has previously held roles at firms including Fidelity Brokerage Services LLC and Strategic Advisers LLC. Henry also serves as a relationship manager at Winstone Wealth Partners, assisting with client requests and supporting advisors. Concurrent Investment Advisors is a multi-team advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm emphasizes customized, primarily long-term portfolios utilizing ETFs, mutual funds, individual securities, bonds, and alternative investments, supported by internal due diligence and a network of roughly 286 advisors.

Joseph Briggs is a financial advisor with Valic Financial Advisors in Houston, TX, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Directed Trust Company and IRA Plus Southwest. Outside of his advisory work, he has experience as an agent selling non-securities insurance products for AGIA and operated a photography business for six years. 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 discretionary managed-account programs, financial planning, consulting, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction and management.

Griffin Weinstein is a CFP® and holds a Series 65 license, currently advising at Mariner with three years of industry experience. His prior roles include positions at Crestmont Private Wealth LLC and Mariner Wealth Advisors. Mariner serves a diverse client base, including high-net-worth individuals, pension plans, trusts, and corporations, offering investment management, financial planning, retirement consulting, and coordinated tax services. The firm combines in-house research with third-party managers across a range of asset classes and provides integrated tax, accounting, and administrative family office services.

Christopher Owen is a financial advisor with Private Advisor Group, LLC in Houston, TX. He holds a Series 65 designation and has experience in the industry since 2023. His background includes roles at Ascend Integrated Wealth and Teamwork Financial Group, as well as prior education-related experience at the University of Texas at Austin and Culver Military Academy. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm employs a fiduciary-based model and leverages multiple strategies and third-party managers to meet client objectives.

Kris Lloyd Jr. is a financial advisor at AE Wealth Management, LLC with four years of industry experience. He holds Series 65 and Series 66 licenses and has been involved in financial planning and wealth management through his roles at AE Wealth Management, The Lloyd Financial Group, LLC, and Lloyd Tax Planning, LLC. In addition to his advisory work, he is active in financial education as an educator and speaker for nonprofit organizations such as the American Financial Educators Alliance and the Society for Financial Awareness. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base including individual households, corporations, trusts, and ERISA plan sponsors. The firm emphasizes discretionary model portfolios and delivers services through a platform-focused approach serving a large number of clients with standardized investment solutions.

Edwin Warren is a CFP® and Series 66 licensed financial advisor with 10 years of industry experience. He currently works at Truist Advisory Services and Truist Investment Services, where he has been since 2018, following three years at Merrill. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships with non-discretionary consulting and uses third-party platforms and AI-enabled tools to support its investment approach.

Sonja Simmons is a financial advisor with Valic Financial Advisors, holding a Series 66 designation and 20 years of industry experience. Her prior roles include positions at Fidelity Investments, Prudential Insurance Company of America, and Pruco Securities, LLC. She has also worked for United Airlines for over 25 years and is appointed as an agent to sell non-securities insurance products. 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 discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Juan Perez Hernandez is a financial advisor with Valic Financial Advisors in Houston, TX, holding a Series 66 designation and four years of industry experience. His prior roles include positions at MassMutual Greater Houston and Progressive. Outside of advisory work, he is also an insurance agent with Agia, focusing on non-securities insurance products. 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 discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction and management.

Michael Branham is a financial advisor with Valic Financial Advisors in Houston, TX, holding Series 63 and Series 65 credentials and having seven years of industry experience. He has worked at Valic Financial Advisors since 2018 and concurrently serves as an agent with Agia, focusing on non-securities insurance products. Prior to his advisory roles, he spent five years with Villasport Athletic Club & Spa. Valic Financial Advisors serves primarily 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 discretionary managed-account programs, financial planning, consulting, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Tommy Higgins is a CFP® professional with 11 years of experience in the financial industry, currently affiliated with Commonwealth Financial Network. He has been with Selah Financial Services since 2012 and is a co-owner of the firm. Outside of advisory work, he is involved in fixed insurance sales and co-owns Selah Real Estate, LLC, which manages commercial real estate. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors. The firm offers a variety of advisory programs and services, including discretionary model portfolios and customized investment solutions, while providing operational, compliance, and technology support to its affiliated advisors.

Scott Burman is a financial advisor with Valic Financial Advisors in Houston, TX, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked with Valic Financial Advisors and affiliated AIG entities since 2014. Outside of finance, Burman is the owner of Burman Vocal Productions, a voice-over talent business he has operated since 2008. 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 discretionary managed-account programs, wrap programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models and operating at scale with over 1,200 advisors.

Diego Dominguez Yunes is a financial advisor with Citigroup Global Markets in Houston, TX, holding a Series 66 designation and with 10 years of industry experience. He has been with CitiBank since 2015. Outside of his advisory role, he is a co-owner of TEKVAD LLC with his wife. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and operates with notable institutional scale and specialized market roles.

Steven Van Nostrand is a CFP® with 14 years of industry experience, currently advising at Concurrent Investment Advisors, LLC. His prior roles include positions at Raymond James & Associates, Goodman Financial Corporation, and TIAA-CREF. Concurrent Investment Advisors, LLC is a multi-team SEC-registered firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm focuses on customized, primarily long-term portfolios utilizing ETFs, mutual funds, and other securities, supported by a network of approximately 286 advisors serving over 13,000 clients.

Jaime Castaneda is a financial advisor with Principal Financial Services in Houston, TX, holding a Series 66 designation and having two years of industry experience. His prior work includes roles at Amerant Bank and Uber. Outside of his advisory role, he works as a rideshare driver and an insurance agent specializing in fixed insurance products. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and business entities. The firm offers direct advisory programs, financial planning, and access to third-party money manager solutions, with investment implementation generally carried out on a discretionary basis by third-party managers.

David Broadwell is a financial advisor at Citigroup Global Markets with 13 years of industry experience. He holds the Series 66 designation and previously worked for JPMorgan Chase Bank, N.A. and J.P. Morgan Securities. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies with both discretionary and non-discretionary approaches and maintains in-house research and security-pricing capabilities.

Bryant Johnson is a financial advisor with Valic Financial Advisors in Houston, TX, holding Series 63 and Series 65 licenses and nine years of industry experience. He has worked at Valic Financial Advisors since 2016 and is also associated with Agia, where he is involved in non-securities insurance products. Valic Financial Advisors primarily serves U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants, offering wrap programs, portfolio management, and financial planning services through a large network of advisors. The firm uses Envestnet’s platform for discretionary unified managed accounts and provides additional overlay services for taxable equity sleeves.

Kelli Hernandez is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Mariner. She has previously worked at Wealth Covenant Group LLC, Quest Capital Management, and Raymond James Financial Services, Inc. Hernandez is based in Houston, TX and holds a Series 63 license. Mariner serves a diverse client base including individuals, pension plans, trusts, charitable organizations, corporations, and private funds, offering investment management, financial planning, retirement plan consulting, tax services, and family office solutions. The firm employs discretionary, customized portfolios overseen by an Investment Committee, combining in-house research with third-party manager allocations and distinctive offerings such as tax integration and financial wellness platforms.