Donald Robertson is a financial advisor with Guardian Life and holds the Series 66 designation. He has two years of industry experience, including prior work at Edward Jones and Southern Glazer's Wine and Spirits LLC. Guardian Life’s subsidiary, Park Avenue Securities LLC, operates as both a broker-dealer and SEC-registered investment adviser, serving individual, corporate, and nonprofit clients with a range of financial planning and investment advisory services.

Steven Jenkins is a financial advisor with Valic Financial Advisors in Houston, TX, holding Series 63 and 66 licenses and five years of industry experience. He has previously worked at Fidelity Investments, TIAA/TIAA-CREF, and several other firms. 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 and a combination of centralized technology and model solutions.

David Dziadziola is a financial advisor at Oppenheimer with 18 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Oppenheimer since 2018, following five years at Intelligent Capital Reserve Group. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations, offering a range of advisory and brokerage services such as investment management, consulting, retirement services, and financial planning. The firm employs strategic and tactical asset allocation, manager selection, and various investment strategies, with a notable role as a qualified custodian and a mix of discretionary and non-discretionary account management.

Michael Brown is a financial advisor with Valic Financial Advisors in Houston, TX, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Valic Financial Advisors since 1998 and also has a role as an agent at 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, wrap programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Liliana Barajas is a financial advisor with PNC Wealth Management in Missouri City, TX, holding Series 63 and Series 65 licenses and having three years of industry experience. Before joining PNC, she worked at Wells Fargo Clearing Services and Wells Fargo Bank from 2018 to 2026. She also has experience in the food service and community sectors through roles at Craft Cuisine Ocala and Latinos Y Mas. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio management offering for employees that uses algorithm-driven risk assessment and invests in mutual funds and ETFs.

Robert Waddell Jr. is a financial advisor with Voya Financial Advisors, Inc. in Houston, TX, holding Series 63 and Series 66 licenses and bringing 39 years of industry experience. He has been with Voya Financial Advisors since 2014. Outside of his advisory role, he is also an independent insurance agent specializing in the sale of fixed insurance products. Voya Financial Advisors, Inc. serves a diverse client base including individuals, institutions, retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm offers services such as financial planning, portfolio management, wrap programs, and plan-sponsor consulting, primarily through recommendation-based, non-discretionary arrangements.

Matthew Bartula is a financial advisor at Valic Financial Advisors in Houston, TX, with one year of industry experience. He holds Series 66 and Series 63 licenses and previously worked at Sparrowhawk LLC from 2016 to 2023. In addition to his advisory role, he is appointed as an agent to sell 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. The firm offers portfolio management, financial planning, and consulting services through a large network of advisors, using discretionary unified managed accounts and technology-driven model solutions.

Andrew Haftek is a financial advisor with TIAA-CREF in Houston, TX, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has been with TIAA-CREF and its affiliate since 2016. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered employer retirement plans, as well as trusts, estates, partnerships, and small retirement plans. The firm combines point-in-time financial planning with ongoing portfolio management through model-driven and customized approaches.

Kristi Cain is a financial advisor with Eagle Strategies (NY Life) in Houston, TX, holding the ChFC® designation and Series 63 license. She has 17 years of industry experience, including roles at New York Life Insurance Co and NYLIFE Securities, LLC since 2009. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm offers tailored advice through multiple program types, emphasizing non-discretionary asset management and fiduciary responsibilities for retirement investors.

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.