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 at Oppenheimer with a Series 66 designation and one year of industry experience. Prior to joining Oppenheimer, he held positions at Texas A&M University, Northwestern Mutual, and State Farm, and has a background in education at both the high school and junior high levels. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a range of advisory and brokerage services, utilizing strategic and tactical asset allocation, manager selection, and various investment vehicles to meet client objectives.

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 at Oppenheimer with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Oppenheimer since 2021. His prior roles include positions at Wells Fargo Clearing Services LLC and several investment advisory firms. He is involved in managing a personal family trust. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations, offering a range of advisory and brokerage services. The firm employs strategic and tactical asset allocation along with manager selection and a variety of investment strategies, providing both discretionary and non-discretionary management tailored to client objectives.

Maria Baez is a financial advisor at Oppenheimer with 31 years of industry experience. She holds Series 63 and Series 65 designations. Her prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley, and J.P. Morgan Securities. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations. The firm offers advisory and brokerage services with a focus on strategic and tactical asset allocation, manager selection, and a variety of investment strategies tailored to client objectives.

Meredith Moore is a financial advisor at Creative Planning with 24 years of industry experience. She holds the Series 63 and Series 66 designations and has worked at firms including Lockton Investment Advisors, Lockton Financial Advisors, Lockton Companies, and Kestra Financial Services. Moore has been with Creative Planning since 2021. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to individuals, institutions, and corporations. The firm employs a financial-planning-led investment approach focused on low-cost indexing and buy-and-hold strategies, supplemented by direct indexing, tax-loss harvesting, and selective private market exposure, managing approximately $295.6 billion in client assets.

John Debenito is a financial advisor with Empower Advisory Group in Houston, TX, holding Series 63 and Series 66 licenses and one year of industry experience. His prior work includes roles at Empower Financial Services, United Business Bank, and Bank of America. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors, their participants, and certain retail clients, using an integrated model aligned with Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

Alan Riffle is a financial advisor at Oppenheimer with 37 years of industry experience. He holds Series 63 and Series 65 designations and has been with Oppenheimer since 2009. Outside of his advisory role, he serves as a co-trustee of several family and insurance trusts and is a board member of the Gold Country Club. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans, offering a variety of advisory programs including portfolio management, consulting, and financial planning. The firm employs a range of investment strategies and supports both discretionary and non-discretionary accounts, managing approximately $36.7 billion in assets as of year-end 2025.

Matthew Altenau is a CFA® charterholder and financial advisor at Fayez Sarofim & Co. in Houston, TX, with 12 years of industry experience. He has been with Fayez Sarofim & Co. since 2010. Fayez Sarofim & Co. is an SEC-registered investment adviser serving institutions, retirement plans, endowments, corporations, and high net worth individuals. The firm emphasizes bottom-up fundamental research and manages large-cap, liquid equity portfolios with a multi-year investment horizon, offering a range of equity and fixed income strategies tailored to institutional and qualified investors.

David Cox is a financial advisor at Oppenheimer with 18 years of industry experience. He holds a Series 66 designation and previously worked at Bank of America and Merrill. He serves as a trustee of a family trust established by his mother. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers advisory and brokerage services encompassing discretionary and non-discretionary investment management, financial planning, and private-fund management, utilizing strategic asset allocation and a range of investment strategies.

Nolan Metzger is a financial advisor with Oppenheimer in Houston, TX, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with the Stanford Group Company since 2007. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations, offering advisory and brokerage services such as discretionary and non-discretionary investment management, consulting, and financial planning. The firm’s approach includes strategic and tactical asset allocation, manager selection, and a range of investment strategies tailored to documented client objectives.

Derek Rivers is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Selah Financial Services and Mass Mutual Investors Services. Outside of his advisory work, he was involved with the Vic Coppinger Family YMCA for six years. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients. The firm offers a variety of advisory programs and acts as a platform provider delivering operations, trading, technology, investment management, compliance, and practice-management support to affiliated advisors.

Justin Kibler is a financial advisor at First Command Advisory Services with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Morgan Stanley, Merrill, JPMorgan Securities LLC, and Citibank. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, using a centralized Investment Management Team to design and manage model portfolios and select approved third-party managers.

Douglas White is a financial advisor at Farther with seven years of industry experience. He holds Series 65 and Series 66 credentials and previously worked at NEXT Financial, TCG (HUB International), and Family Houston. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a combination of digital platforms and in-person meetings. The firm applies Modern Portfolio Theory using proprietary model portfolios and algorithmic rebalancing, employing a range of investment vehicles including ETFs, mutual funds, individual equities, and fixed income.