Quang Tran is a financial advisor at Valic Financial Advisors based in Houston, TX, holding Series 63 and Series 66 licenses with two years of industry experience. His prior roles include positions at JPMorgan Securities LLC, JPMorgan Chase Bank, NA, and Invesco Ltd. Outside of his advisory work, he 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 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 operating at a large scale with over 1,200 advisors.

Charlotte Campbell is a financial advisor with Kestra Advisory in Bellaire, TX, holding Series 63 and Series 66 licenses and 21 years of industry experience. She has worked at firms including Cetera and Hancock Bank before joining Kestra Advisory in 2024. Outside of advising, she consults on financial literacy content tailored for teens and supports an educational channel focused on wealth optimization and ethical stewardship. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering fiduciary services, plan design, employee education, and access to multiple management platforms and third-party solutions. The firm serves a diverse client base including very large institutional investors and sovereign wealth funds.

Christopher Carter is a financial advisor at Corient with eight years of industry experience. He holds the CFA® designation and Series 63 license. His prior roles include positions at Avalon Advisors, LLC and Seix Investment Advisors. Corient provides investment advisory and financial planning services to a diverse client base including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach combining in-house strategies with third-party managers and employs risk management tools and specialized offerings through affiliated entities.

Eugene Yim is a financial advisor with Transamerica Financial Advisors in Houston, TX, holding Series 65 and Series 63 licenses and having eight years of industry experience. He has worked with Transamerica Financial Advisors since 2018 and was previously associated with World Financial Group and Keller Williams Memorial, where he is also involved in real estate sales and consultation as a broker associate. Transamerica Financial Advisors serves a diverse client base including individuals, pension plans, trusts, and corporations, offering both advisory and broker-dealer services across various investment platforms and proprietary model portfolios.

Karen Dixon is a financial advisor at Truist Advisory Services with 17 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at multiple related firms, including Suntrust Investment Services, BB&T Securities, and BBVA Securities. Karen is based in Houston, TX. 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 and non-discretionary consulting with third-party platform support and uses AI-enabled research tools to assist in manager selection and ongoing oversight.

Hiram Cortes is a financial advisor at Oppenheimer in Houston, TX, holding a Series 66 designation with 21 years of industry experience. His prior roles include positions at Morgan Stanley and Morgan Stanley Private Bank, National Association. Oppenheimer serves a wide range of clients including individuals, corporations, pension plans, and charitable organizations, offering advisory and brokerage services such as investment management, consulting, and retirement 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 management.

Jacob Hilton is a financial advisor at Corient with five years of industry experience. He holds a Series 66 designation and has previously worked at Ameriprise Financial Services and Frgment. His background also includes roles at the University of Minnesota and several small businesses. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, and corporate entities. The firm uses a goals-based, team investment approach combining in-house and third-party strategies, with continuous portfolio monitoring and risk management.

Priyanka Singhal is a financial advisor with Transamerica Financial Advisors in Sugar Land, TX, holding Series 63 and Series 65 licenses and nine years of industry experience. She has been with Transamerica since 2017 and has previous experience with World Financial Group. Outside of advising, she is involved in managing rental properties and serves as a landlord for the Houston Housing Authority. Transamerica Financial Advisors serves a broad client base, including individual investors, pension plans, trusts, and corporations, offering both advisory and broker-dealer services through proprietary and third-party model portfolios with discretionary and non-discretionary options.

Russell Martin is a financial advisor with RBC Rochdale, LLC in Houston, TX, holding the CFP®, CFA®, and Series 66 designations. He has 13 years of industry experience and has been with CNR Securities, LLC since 2014. RBC Rochdale serves a diverse client base including high net worth individuals, investment companies, corporations, and government entities. The firm employs a multi-strategy investment process combining quantitative screening, statistical modeling, and fundamental analysis, often utilizing proprietary tools and working with third-party sub-advisors to tailor portfolios.

Joseph Lacy is a financial advisor at Valic Financial Advisors in Houston, TX, holding Series 65 and Series 63 licenses with one year of industry experience. His prior work includes roles at AGIA, CarMax, and Fredy Kia. Valic Financial Advisors serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management and financial planning through a large network of representatives. The firm uses discretionary unified managed accounts with a focus on centralized technology and model solutions across its sizable client base.

Douglas Garrison is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Cerity Partners LLC since 2022. He previously worked at Investec Asset Management Group, Inc. and Investec Wealth Strategies for over a decade. Cerity Partners is an SEC-registered investment adviser managing approximately $126.9 billion in client assets as of December 31, 2024. The firm serves individuals, families, trusts, corporations, charitable institutions, and other investors, offering a range of services including investment management, financial planning, tax and insurance support, and access to alternative and private-market investments. Cerity emphasizes diversified asset allocation using proprietary quantitative screening and third-party managers, along with specialized private market programs and affiliated consulting and advisory services.

Tanner Patterson is a financial advisor with Valic Financial Advisors in Houston, TX, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Agia, Sonic Automotive, The BoldMD, Mahindra Agriculture of North America, and Kubota North America. He 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, 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.

Jasmine Henderson is a Series 66 licensed financial advisor with Valic Financial Advisors in Houston, TX, bringing six years of industry experience. Her background includes roles at AIG Retirement, Doordash, and Agia, where she serves as a non-securities insurance agent. Valic Financial Advisors serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors. The firm manages approximately $29.2 billion in assets and utilizes centralized technology and model solutions to support its advisors.

Shawn Grimm is a financial advisor with Lincoln Investment in Sugar Land, TX, holding Series 63 and Series 65 licenses and possessing 16 years of industry experience. He has worked with Fidelity Brokerage Services since 2007. In addition to his advisory role, Grimm serves as a Branch Administrator at Dearborn & Creggs, providing financial planning services. 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 advisory programs and employs both strategic and tactical investment approaches, managing approximately $22.9 billion in advisory assets as of the end of 2025.

Gianna Nunn is a CFP® professional at Corient with five years of industry experience. She has worked with Corient and its affiliates since 2023 and previously held roles at Avalon Wealth Management and BOK Financial. Gianna is based in Houston, TX. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, and corporate entities. The firm uses a goals-based, team investment approach that combines in-house strategies with third-party managers and employs risk management tools and alternative investment options where appropriate.

Christine Hoeller is a financial advisor with Eagle Strategies (NY Life) based in Houston, TX. She holds the ChFC® designation and has 37 years of industry experience. Her career includes over two decades with New York Life and its affiliated entities. Eagle Strategies serves a diverse client base including individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes tailoring recommendations to client objectives, operating primarily on a non-discretionary asset management basis within an integrated New York Life affiliate structure.

Keith Brewer is a financial advisor with Valic Financial Advisors in Houston, TX, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with American General Financial Group since 2000. Outside of his advisory role, Brewer participates as an independent representative in a network marketing company that markets technology 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, consulting, and brokerage services through its broker-dealer operations.

Anthony Gracely is a CFA® charterholder with 19 years of industry experience, currently serving as an advisor at Fayez Sarofim & Co. since 2011. He holds the Series 66 designation and is based in Houston, TX. Fayez Sarofim & Co. provides discretionary investment management to institutional and individual clients, including pension plans, endowments, foundations, and registered investment companies. The firm employs a bottom-up research process focused on large-cap, high-quality companies and offers a range of equity and fixed-income strategies while generally avoiding derivatives, leverage, short selling, and market timing.

Johanan Farrington is a financial advisor at Empower Advisory Group with eight years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at VALIC Financial Advisors and Agia. Outside of his advisory role, Johanan occasionally works as a photographer specializing in portrait photography for individuals and families. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, delivering services through an integrated model tied to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns, annual rebalancing, and client savings rates in its financial planning approach.

Benny Ongkobudidjojo is a financial advisor with Transamerica Financial Advisors in Houston, TX, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. His work history includes roles at Transamerica Financial Advisors since 2012, as well as positions with Benefit Mall and WFGIA, where he provides health insurance options. Outside of advising, he manages enterprise resource planning software at Ineos USA LLC and is involved in estate planning communications through Lspn Pro LLC. Transamerica Financial Advisors serves a broad client base including individual investors, retirement plans, trusts, and charitable organizations. The firm employs a model portfolio and third-party manager approach across multiple advisory platforms, managing about $1.7 billion in regulatory assets under management.