Johnny Galaviz is a financial advisor with PNC Wealth Management in Houston, TX, holding the Series 63 and Series 66 designations and possessing 17 years of industry experience. His prior experience includes roles at Bank of America, Merrill, Morgan Stanley, and E*TRADE. Outside of his advisory work, he is involved as an owner of a childcare business, Little Dreamers Preschool, which operates in Houston. PNC Wealth Management offers model-based retail brokerage and advisory services, including an invitation-only digital discretionary model account that uses algorithm-driven portfolio recommendations and invests primarily in mutual funds and ETFs.

Michael Bradfield is a financial advisor at J. W. Cole Advisors, Inc. with 19 years of industry experience. He has been with J. W. Cole Advisors and its related entity J.W. Cole Financial since 2010. Bradfield holds a Series 66 designation. J. W. Cole Advisors, Inc. operates a large network of independent Investment Adviser Representatives and offers fee-based portfolio management, financial planning, retirement plan services, and access to multiple third-party manager platforms, serving individuals, high-net-worth clients, and institutional accounts. The firm employs a combination of fundamental and technical analysis, digital advice providers, and various custodial platforms in its investment approach.

Mark Robare is a financial advisor with Osaic Advisory Services, LLC, holding the ChFC® designation and Series 63 and 65 licenses, with 39 years of industry experience. He has been involved with The Robare Group since 2001 as a partner and has held roles at Triad Hybrid Solutions, Triad Advisors, Inc., Robare & Jones Wealth Management, and Veravest Investment Advisors, Inc. In addition to investment advisory, he is licensed to recommend fixed annuities, life insurance, and long-term care products. Osaic Advisory Services, LLC is an SEC-registered enterprise advisor serving diverse clients including individuals, pension and profit-sharing plans, corporate and charitable entities, retirement plan participants, and sovereign wealth funds. The firm offers a variety of managed programs, retirement plan consulting, financial planning, annuity sub-account management, and access to alternative investments and donor-advised funds through a mix of fundamental and technical investment approaches and extensive platform integrations.

Angela Wascom Gantt is a financial advisor with Sanctuary Advisors, LLC in Houston, TX, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. She worked for BlackRock Investments, Inc. for 20 years prior to joining Sanctuary Advisors. Gantt serves as a volunteer board member for The Family Place, a nonprofit aiding families affected by domestic violence, where she contributes to fundraising and service projects. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, trusts, and charitable organizations, through a network of over 400 independent advisers. The firm offers portfolio management, retirement plan consulting, and financial planning, employing a variety of analytical approaches and maintaining fiduciary standards when agreements are in place.

Erin Battistello is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and bringing 20 years of industry experience. Prior to joining Goldman Sachs in 2021, she spent 16 years at The AYCO Company, L.P./Mercer Allied. She serves as Treasurer for the Seven Lakes Junior High Theater Booster Club, a nonprofit organization in Katy, TX. Goldman Sachs Wealth Services offers financial planning, investment management, and advisory support to a diverse client base, including individual and high-net-worth households, corporate participants, and institutional clients. The firm utilizes centralized investment resources and model portfolios, providing tailored services such as Executive Wealth and Private Family Office support within an integrated financial group.

Braxton Bartlett is a CFP® with seven years of industry experience, currently serving at Hightower Advisors. He has previously worked at STA Wealth Management, Wealth Enhancement Advisory Services, and LPL Financial. Bartlett is based in Houston, TX. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors such as pension plans, charitable organizations, corporations, and trusts. The firm employs a manager selection approach with multi-manager solutions, offering access to affiliated and third-party managers, proprietary research, and a range of investment vehicles.

Yesenia Beltran is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 65 and Series 63 licenses and bringing eight years of industry experience. Her prior experience includes roles at LPL Financial, PFS Investments Inc., JP Morgan Chase Bank, and Primerica Financial Services. Beltran is based in Houston, TX. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets through a large advisor network and employs diversified, risk-class based investment strategies blending passive and active management.

Eduardo Iniguez is a financial advisor at Integrity Alliance, LLC with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Brokers International Financial Services and J P Turner & Company LLC. Outside of his advisory role, he operates an independent insurance agency focused on fixed and health insurance products. Integrity Alliance is a large advisory and brokerage network serving individual investors, corporations, and qualified retirement plans with over 300 advisors managing approximately $5.4 billion in client assets. The firm offers portfolio management, financial planning, and access to third-party managers through various platforms, utilizing a range of investment allocation strategies.

Candace Whitaker is a financial advisor with Transamerica Financial Advisors, holding a Series 66 designation and having entered the industry in 2025. Her prior work experience includes positions at Hewlett Packard Enterprise and service in the US Army from 1999 to 2020. She is involved in charitable work through Honduran Hearts, Inc. Transamerica Financial Advisors serves a diverse client base, offering both advisory and broker-dealer services with proprietary and third-party investment models, supporting individual and institutional investors.

Alberto Chavez is a financial advisor with Fifth Third Securities, Inc. based in Houston, TX. He holds Series 63 and Series 65 licenses and has 12 years of industry experience, with previous roles at JPMorgan Securities and Frost Investment Services. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, and institutions through investment advisory and brokerage services. The firm offers access to multiple managed account programs and portfolio management strategies via its Passageway platform, supported by a network of advisors.

Rich Eagar is a Series 65 licensed financial advisor at Prime Capital Financial with 13 years of industry experience. He has worked at Prime Capital Investment Advisors, LLC since 2017 and previously at Ascende Wealth Advisers, Inc. from 2011 to 2017. Outside of his advisory role, he is a member of CHHSZ Holdings, LLC, which owns Prime Capital Investment Advisors. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans. The firm offers a range of services including asset management, financial planning, qualified retirement plan services, family office offerings, and uses both discretionary and non-discretionary investment approaches incorporating core/satellite, thematic, and tactical strategies.

Emily Hopkins is a financial advisor at Prime Capital Financial with six years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Prime Capital Investment Advisors, EPIC Insurance Brokers and Consultants, and VALIC Financial Advisors. Hopkins is based in Houston, TX. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans with services including asset management, financial planning, and third-party manager selection. The firm employs a diverse investment approach featuring core/satellite, thematic, and tactical strategies, and offers family office services along with integrated tax planning and financial administration through its affiliated accounting subsidiary.

Michael Porter is a financial advisor with Eagle Strategies (NY Life) in Houston, TX, holding the ChFC® designation and Series 63 license. He has 30 years of industry experience, including over 18 years with Eagle Strategies and affiliations with New York Life Insurance Co. Since 1995, he has also been appointed with various outside insurance carriers for brokering non-registered products. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis, operating within an integrated New York Life affiliate structure.

Kartik Jambulapati is a financial advisor with Prime Capital Financial in Houston, TX, holding a Series 65 designation and eight years of industry experience. He has worked at Prime Capital Investment Advisors, LLC since 2018 and previously spent four years with Ascende Wealth Advisers, Inc. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans. The firm offers a range of services including asset management, financial planning, qualified retirement plan sponsor and trustee services, and family office offerings, utilizing both discretionary and non-discretionary management strategies.

La Tika Tillis is a financial advisor at Hightower Advisors with 18 years of industry experience. She holds the Series 66 designation and has worked previously at Streettalk Advisors, LLC and LPL Financial. Based in Houston, TX, she joined Hightower in 2023. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, including pension plans, charitable organizations, corporations, and trusts. The firm’s approach emphasizes manager selection and multi-manager solutions through both affiliated and third-party managers, utilizing proprietary research and a variety of investment vehicles.

Jennifer Zittel is a financial advisor with United Planners' Financial Services of America, holding Series 65 and Series 63 credentials and possessing 23 years of industry experience. Her prior roles include positions at Park Avenue Securities, Guardian Life Insurance, GEICO Insurance, McGee Wealth Management, Oak Harvest Investment Services, Visionary Asset Management, and NEXT Financial Group, Inc. United Planners Financial Services is a national wealth-management enterprise serving a broad client base, including individual investors, retirement plans, corporations, trusts, estates, and institutional clients. The firm operates primarily with non-discretionary assets under management and supports its advisors through a limited-partnership ownership structure and formalized transition assistance programs.

Sean Granere is a financial advisor with Creative Planning, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He worked at Fidelity for 15 years before joining Creative Planning in 2014. Outside of his advisory role, Granere owns Hack Shack, a baseball lesson business, and teaches high school fishing through the FBC Fishers of Men program in Katy, Texas. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals and institutional clients. The firm follows a financial-planning-led investment approach that emphasizes low-cost indexing, tax-loss harvesting, and selective private market exposure while offering a range of sub-advisory and administrative services.

Valerie Roque is a CFP®-certified financial advisor with nine years of industry experience, currently with Osaic Advisory Services, LLC since 2024. She previously worked at Triad Advisors and has been affiliated with The Robare Group, Ltd. since 2017, where she is involved in wealth management and financial planning. Osaic Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individual, institutional, and sovereign wealth fund clients. The firm offers a range of investment solutions including managed programs, retirement plan consulting, and access to alternative investments through a platform-driven model.

Sara Manning Bracho is a financial advisor with NewEdge Advisors, holding Series 65 and Series 66 licenses and bringing 13 years of industry experience. She previously worked at Mid Atlantic Capital Corporation for nine years and WFG Investments for eight years. Outside of her advisory role, she owns a photo booth rental business and co-owns a handmade items venture. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, retirement plans, corporations, trusts, estates, and charitable organizations. The firm offers a range of services including portfolio management, financial planning, retirement consulting, and access to third-party managers through various program structures that combine in-house and external manager solutions.

James Trippon is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. Prior to joining Wealth Enhancement Advisory Services, he led Trippon Wealth Management Group, LLC for 21 years and has operated a CPA firm, JM Trippon & Co., P.C., since 1990. Additionally, he manages several business interests including a publishing company and oil well investments. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm employs a diversified, risk-class based investment process that blends passive and active management with oversight from an internal Investment Committee.