Tanya Ferguson is a financial advisor with Valic Financial Advisors in Houston, TX. She holds a Series 66 designation and has been in the financial industry since 2025. Prior to joining Valic, she worked at Agia and was involved with the Interfaith Child Development Center. Tanya is also the author of a children’s book published on Amazon. 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 and providing various overlay options for portfolio customization.

Michael Hoctor is a financial advisor at Oppenheimer with 48 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Fahnestock & Co. Inc. since 2003. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations. The firm offers a wide range of investment programs and advisory services, delivering both discretionary and non-discretionary portfolio management and consulting.

Yevgeny Tunitsky is a CFP® professional with 17 years of industry experience, currently serving as a financial advisor at Oppenheimer since 2012. He previously worked at Morgan Keegan & Company, LLC from 2009 to 2012. Oppenheimer is a registered investment adviser and broker-dealer that serves a diverse client base including individuals, corporations, pension plans, and charitable organizations. The firm offers a wide range of investment and consulting services across equity, balanced, and fixed-income portfolios, with a notable emphasis on non-discretionary account management and custody of client assets.

Caroline Shelton is a financial advisor with Valic Financial Advisors in Houston, TX, holding a Series 66 designation and five years of industry experience. Her career includes roles at Agia and Equitable Advisors, as well as work at Texas A&M University and Deer Park High School. She is also appointed as an agent to sell non-securities insurance products for Agia. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth clients, and offers discretionary managed-account programs, financial planning, and brokerage services. The firm utilizes Envestnet-developed UMA models for portfolio construction and manages approximately $26.4 billion in discretionary assets across its 1,239 advisors.

Adedoyin Lawal is a financial advisor with Eagle Strategies (NY Life) based in Houston, TX. He holds Series 65 and Series 63 licenses and has one year of industry experience. Prior to joining Eagle Strategies, he worked at ExxonMobil Corporation for 25 years and spent two years at Rice University. Eagle Strategies serves a diverse range of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages a substantial portion of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Pedro Narvaez Garcia is a financial advisor with Citigroup Global Markets, holding a Series 66 designation and 15 years of industry experience. He has been with CitiBank, N.A. since 2011. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and broker-dealer services. The firm implements multi-asset, multi-manager strategies and operates with a combination of large institutional scale and specialized market roles.

Jeffrey Young is a financial advisor at Oppenheimer with 40 years of industry experience. He has held positions at Citigroup Global Markets and Stanford Group Company before joining Oppenheimer in 2009. His credentials include Series 63 and Series 65 licenses. Oppenheimer serves individuals, corporations, pension and profit-sharing plans, and charitable organizations with a variety of investment and advisory programs. The firm offers equity, balanced, and fixed-income portfolio management using strategic and tactical asset allocation along with consulting and retirement services, operating with both discretionary and non-discretionary account structures.

Joshua Penner is a financial advisor with Valic Financial Advisors in Houston, TX. He holds Series 63 and Series 66 licenses and has 18 years of industry experience, including a decade at AIG Capital Services, Inc. and Valic Financial Advisors. 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 employs discretionary unified managed accounts using Envestnet’s platform and offers portfolio management and consulting services through a large network of investment advisor representatives.

Yasmina Rivera is a financial advisor at Hightower Advisors based in Houston, TX, holding a Series 65 designation with one year of industry experience. Her prior work includes roles at Gessner Wealth Strategies and entrepreneurial experience managing Kirby Ice House and Christian's Tailgate Bar & Grill. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm emphasizes manager selection and multi-manager solutions, utilizing affiliated and third-party managers to deliver portfolio management, financial planning, and retirement plan consulting.

John Runnells is a CFP® and holds a Series 66 license, with 12 years of industry experience. He is currently with RBC Rochdale, LLC in Houston, TX, having previously worked at RIM Securities LLC. RBC Rochdale serves a diverse client base including high net worth individuals, corporations, charitable organizations, and government entities. The firm employs a multi-strategy investment approach that integrates quantitative and fundamental analysis, utilizing proprietary tools and collaborations with sub-advisors to construct tailored portfolios.

Susan Travis is a CFP® professional with eight years of industry experience. She has worked at Mercer Global Advisors Inc. since 2017 and previously spent 20 years at Kanaly Trust. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, business owners, corporate plan sponsors, foundations, and nonprofits. The firm employs a Modern Portfolio Theory-based approach with globally diversified, risk-appropriate portfolios and offers a range of implementation options and specialized services.

Natalie Schieb is a financial advisor with Valic Financial Advisors in Houston, TX, holding Series 63 and Series 66 licenses and having nine years of industry experience. Her career includes roles at Corebridge Capital Services and American General Life Insurance. She is also appointed as an agent to sell non-securities insurance products for AGIA. Valic Financial Advisors primarily serves U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering wrap programs, portfolio management, and financial planning through a large network of advisors. The firm employs discretionary unified managed accounts with a technology-driven approach and manages approximately $29.2 billion across over 1,200 advisors.

Patrick Isibor is a financial advisor with Transamerica Financial Advisors in Houston, TX. He holds Series 63 and Series 65 licenses and has experience working in financial services since 2022. His career includes roles at Worldwide Excellence Financial Services, LLC and Excel Tax and Accounting Services. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension plans, trusts, and corporations. The firm offers both advisory and broker-dealer services, utilizing proprietary and third-party model portfolios with discretionary and non-discretionary program options.

Joseph Sayers III is a financial advisor at Cresset Asset Management, LLC with 14 years of industry experience. He holds a Series 66 designation and previously worked at Goldman, Sachs & Co. for nine years. Outside of his advisory role, Mr. Sayers serves on the advisory board for The General's Redoubt, a historical preservation group affiliated with Washington and Lee University, acting as a point of contact for Texas. Cresset Asset Management, LLC is an SEC-registered investment adviser managing approximately $71.9 billion in client assets for a diverse client base including individuals, high-net-worth families, trusts, retirement plans, and charitable organizations. The firm employs a diversified, asset-allocation-driven approach using both active and passive strategies, supported by a structured due diligence program and a range of affiliated entities offering comprehensive wealth management and advisory services.

Pamela Martinez is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. She has worked at Citigroup Global Markets since 2007. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and maintains in-house research and security-pricing functions, supporting large institutional scale and complex market roles.

Alexander Sanchez is a financial advisor at Oppenheimer with a Series 66 designation and one year of industry experience. Prior to joining Oppenheimer, he held positions at Charles Schwab and Pennington Wealth Management. Sanchez also has experience in education, including roles at Texas A&M University, Lone Star College, Texas Tech University, and Cypress Ranch High School. Oppenheimer is a registered investment adviser and broker-dealer that serves individuals, corporations, pension plans, charitable organizations, and pooled investment vehicles. The firm offers a broad range of programs and advisory services, including discretionary and non-discretionary portfolio management, consulting, and retirement services.

Gregory Benson is a Series 66-licensed financial advisor at Citigroup Global Markets with 11 years of industry experience. He has been with Citigroup since 2013 in their Houston, TX office. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and execution services. The firm implements multi-asset, multi-manager strategies through both discretionary and non-discretionary programs, supported by internal standards and oversight committees.

Richard Ray is a financial advisor at Guardian Life with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Park Avenue Securities and Guardian Life in various roles since 2001. Outside of his advisory activities, he participates in a competitive BBQ cook team and provides life coaching focused on addiction recovery. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, businesses, and charitable organizations. The firm combines discretionary management and model-based strategies across proprietary and third-party platforms, providing tailored financial planning and consulting solutions.

Curtis Wiley is a financial advisor with Carson Wealth, holding Series 63 and Series 66 designations and bringing 25 years of industry experience. His career includes roles at Wealth Standard Financial, LPL Financial, Amegy Bank/Zion Bank, and other financial institutions. Outside of his advisory work, he performs as a guitarist for the Living Word Fellowship Church. CWM, LLC is an SEC-registered investment adviser operating an enterprise platform with more than 650 advisors and approximately $50.6 billion in assets under management. The firm serves corporate, institutional, and high-net-worth clients by providing discretionary asset management, financial planning, and retirement plan services through a model portfolio approach supported by various technology and custodial partnerships.

Bradley Mouser is a financial advisor at Empower Advisory Group in Houston, TX, holding Series 63 and Series 66 designations with two years of industry experience. Prior to joining Empower Advisory Group, he worked at Prosperity Bank for 17 years. 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 delivers services through an integrated model tied to Empower’s recordkeeping and administrative platforms, offering both point-in-time financial plans and optional managed account solutions.