Brent Strawn is a Series 66 licensed financial advisor with Oppenheimer in Houston, TX, where he has worked since 2007. He has 23 years of industry experience, including longstanding involvement with Bayou City Tax Service since 2001. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations with a range of discretionary and non-discretionary investment and consulting services. The firm offers diverse programs such as Fahnestock Asset Management and financial planning, and it maintains custody of client assets while managing a significant portion of advisory assets on a non-discretionary basis.

David Searls III is a financial advisor at Fayez Sarofim & Co. with 16 years of industry experience. He has held his current position at Fayez Sarofim & Co. since 2012 and holds a Series 66 designation. 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 predominantly bottom-up research process focused on large-cap, high-quality companies with multi-year investment horizons and offers a range of equity and fixed-income strategies while generally avoiding derivatives, leverage, short selling, and market timing.

Francisco Cordova is a financial advisor at Empower Advisory Group with four years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at Human Interest Inc. and ADP Broker Dealer Inc. among other firms. 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 retail brokerage account holders. The firm integrates its services with Empower’s recordkeeping and administrative platforms, offering long-term focused financial plans and optional managed account solutions.

Andreina Franceschi Neff is a financial advisor with Oppenheimer, holding a Series 66 designation and eight years of industry experience. She has worked at Oppenheimer since 2021 and previously held roles at Wells Fargo Clearing and Banco Santander International. Oppenheimer is a registered investment adviser and broker-dealer serving a variety of clients including individuals, corporations, pension plans, and charitable organizations. The firm offers a wide range of programs and advisory services across equity, balanced, and fixed-income portfolios, with both discretionary and non-discretionary management.

Dana Otoole is a financial advisor with Fifth Third Securities, Inc. in Houston, TX, holding Series 63 and Series 66 licenses and possessing 21 years of industry experience. Prior to joining Fifth Third Securities, Otoole worked at Frost Brokerage Services, Edward Jones, and JP Morgan Chase bank. Outside of his advisory role, he is a partner in a family real estate venture involving the sale of inherited property. Fifth Third Securities serves individual and institutional clients through investment advisory and brokerage channels, offering a variety of managed account programs and third-party portfolio management options on the Passageway platform. The firm operates as a wholly owned subsidiary of Fifth Third Bank and maintains municipal-advisor and broker-dealer activities.

Todd Stephens is a CFP® professional with 24 years of industry experience. He has worked at Hightower Advisors since 2020 and previously spent nine years at Frontier Investment Management Co. He is based in Houston, TX. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach focuses on manager selection and multi-manager solutions, employing both affiliated and third-party managers, and offers services including portfolio management, financial planning, and access to various investment vehicles.

Maica Walker is a financial advisor with Independent Financial Group, LLC in Houston, TX, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. Her prior experience includes roles at Ameriprise Financial Services and Valic Financial Advisors. Outside of her advisory work, she owns a book publishing and marketing company and is involved in motivational public speaking. Independent Financial Group, LLC serves a diverse client base including individuals, high-net-worth clients, trusts, and corporate plans, offering financial planning and portfolio management through multiple platforms and third-party asset managers. The firm combines strategic asset allocation with ongoing due diligence across active and passive investment exposures.

Matthew Ozuna is a financial advisor at Goldman Sachs Wealth Services with 20 years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs since 2021, following a 16-year tenure at The AYCO Company, L.P./Mercer Allied. Outside of his advisory role, he is the owner of O.Z. Lifestyle Brands, a product customization and reselling company. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individuals, high-net-worth households, corporate participants, and institutional clients. The firm offers tailored services and utilizes centralized investment resources, combining discretionary and non-discretionary management approaches within a large integrated financial group.

Samuel Dick is a CFA® charterholder with 15 years of industry experience, currently serving as a financial advisor at Fayez Sarofim & Co. since 2004. He holds a Series 63 license and is based in Houston, TX. Fayez Sarofim & Co. is an SEC-registered investment adviser managing approximately $34.5 billion, serving institutions, retirement plans, endowments, corporations, and high net worth individuals. The firm focuses on bottom-up fundamental research with a multi-year investment horizon and offers a range of strategies emphasizing large-cap, liquid equities, with an approach that avoids derivatives, short-selling, and leverage.

Andrew Ziccardi is a CFA® charterholder with eight years of experience at Fayez Sarofim & Co. and an additional eight years at Artisan Partners. He is based in Houston, TX. Fayez Sarofim & Co. is an SEC-registered investment adviser serving institutions, retirement plans, endowments, corporations, and high net worth individuals. The firm focuses on bottom-up fundamental research with a multi-year investment horizon, emphasizing large-cap, liquid equities and offering a range of equity and fixed income strategies.

Barry Johnson is a financial advisor at Rockefeller Financial LLC in Houston, TX, holding Series 63 and Series 66 designations with 10 years of industry experience. Prior to joining Rockefeller Financial, he worked at Bank of America and Merrill from 2015 to 2022. Outside of his advisory role, he is a manager and indirect owner of UK Drinks LLC, a company established to hold investments. Rockefeller Financial LLC serves high‑net‑worth and ultra‑high‑net‑worth individuals, families, family offices, and institutional clients. The firm provides portfolio management, financial planning, and consulting, operating as a registered broker‑dealer with a private advisor model and a consolidated investment platform offering a range of discretionary and non‑discretionary investment solutions.

Jarrod Thompson is a financial advisor at GWN Securities Inc. in Houston, TX, holding Series 63 and Series 65 licenses with 11 years of industry experience. His prior work includes roles at Equitable Advisors and Axa Advisors, LLC. Outside of his advisory role, he is involved in music as a local artist and DJ and serves as president of his condominium homeowners association. GWN Securities is an SEC-registered investment adviser and broker-dealer that offers discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios for individual and business clients. The firm manages approximately $3.65 billion across more than 37,000 accounts and provides a range of managed-account programs, including legacy market-timing and momentum-based strategies.

Vaidyanathan Ramaiah is a financial advisor with Commonwealth Financial Network based in Houston, TX. He holds a Series 63 designation and has 37 years of industry experience. Ramaiah has operated his own firm, Ramaiah Financial, since 2008 alongside his role at Commonwealth. He is also involved in fixed insurance activities. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and hundreds of thousands of clients. The firm provides a wide range of adviser support services, including managed account programs, access to third-party managers, and custody/clearing services.

Luis Rexach is a financial advisor at Empower Advisory Group with 12 years of industry experience. He holds a Series 66 designation and has worked with firms including JP Morgan Securities, JP Morgan Chase Bank, LPL Financial, and Capital One Investing. Rexach is based in Houston, TX. 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’s services integrate with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Timothy Huynh is a financial advisor with Oppenheimer, holding a Series 66 designation and one year of industry experience. His background includes roles in financial services as well as several years in education. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit‑sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a range of programs and advisory services that include strategic and tactical asset allocation, manager selection, and consulting, with a significant portion of assets managed on a non-discretionary basis.

Catherine Crain is a CFA® charterholder and holds a Series 65 license with 28 years of industry experience. She has been with Fayez Sarofim & Co. and its affiliated entities since 2003, including Sarofim International Management Company, Sarofim Advisors Group, Inc., and Sarofim Trust Co. since 2010. Fayez Sarofim & Co. is an SEC-registered investment adviser serving institutions, retirement plans, endowments, foundations, corporations, and high net worth individuals. The firm employs a bottom-up fundamental research approach focused on large-cap, liquid equities with a multi-year investment horizon, offering a range of strategies including equity and fixed income solutions, sub-advisory services, and private placements.

Sharon Duncan is a CFP® with 21 years of industry experience, currently affiliated with Commonwealth Financial Network and co-owner of Selah Financial Services since 2009. She is also an author of two books, "52 Practical Money Tips" and "Crucial Retirement Questions," and owns Selah Stables, a horse boarding facility. Commonwealth Financial Network serves a national network of nearly 3,000 advisors, providing a range of advisory programs and back-office support including operations, trading, compliance, and practice management. The firm offers diverse investment solutions and model portfolios managed by its Investment Management and Research team.

Raye White is a CIC-designated financial advisor with 65 years of industry experience. He has worked with Sarofim International Management Company since 1996 and has held roles at several affiliated Sarofim entities dating back to 1958. Sarofim International Management Company provides discretionary investment management primarily to non-U.S. institutional clients such as pension plans, endowments, and insurance companies, while also serving corporations, small businesses, and individual accounts. The firm emphasizes fundamental research and a bottom-up investment process focusing on high-quality, large-cap multinational stocks and capital preservation in fixed income, managing portfolios with low turnover under an Investment Committee framework.

Victor Barrionuevo is a financial advisor with Oppenheimer in Houston, TX, holding Series 63 and Series 65 licenses and having 29 years of industry experience. His prior roles include positions at Wells Fargo Clearing Services, Merrill, UBS, and several other firms. He also has involvement with a personal family trust. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and pooled investment vehicles. The firm offers a range of programs and advisory services encompassing equity, balanced, and fixed-income portfolios with both discretionary and non-discretionary management.

Maria Baez is a financial advisor at Oppenheimer with 32 years of industry experience. She holds Series 63 and Series 65 designations. Her prior experience includes roles at Morgan Stanley Private Bank, J.P. Morgan Securities, Chase Investment Services, and Wells Fargo Investments. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a range of programs and advisory services across equity, balanced, and fixed-income portfolios, with both discretionary and non-discretionary management.