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 with Oppenheimer in Houston, TX, holding Series 63 and Series 65 licenses and having 37 years of industry experience. He has worked at Oppenheimer since 2009 and previously held roles at Stanford Group Company and Morgan Stanley DW Inc. Outside of his advisory work, he serves as a co-trustee on several family and insurance trusts and is a board member of Gold Country Club. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a range of advisory programs with both discretionary and non-discretionary services, spanning equity, balanced, and fixed-income portfolios, and maintains custody of client assets while operating its broker-dealer and advisory businesses.

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.

Kyle Pledger is a CFP® professional with nine years of experience in financial planning and wealth management. He is currently with Cetera Planning Partners and has held roles at Avantax Planning Partners and other affiliated firms. In addition to his advisory work, he serves as a financial analyst and associate financial planner at related entities specializing in financial planning and portfolio management. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees. The firm offers investment management, comprehensive financial planning, and retirement-related advice, with additional services including tax planning, bookkeeping, payroll support, and estate planning through a third-party provider.

David Cox is a Series 66 licensed financial advisor with 18 years of industry experience, currently with Oppenheimer & Co, Inc. since 2021. He previously worked at Bank of America and Merrill, with overlapping tenures at Merrill from 2007 to 2021 and Bank of America from 2009 to 2021. Outside of advising, he acts as trustee for family trusts that hold investments, including securities. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a range of discretionary and non-discretionary investment programs and consulting services, with a notable portion of assets managed on a non-discretionary basis while providing custody of client assets.

Nolan Metzger is a financial advisor at Oppenheimer with 42 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Stanford Group Company, BNY Investment Center Inc., Pershing LLC, and Lockwood Financial Services, Inc. He is based in Houston, TX. 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 variety of programs across equity, balanced, and fixed-income portfolios with both discretionary and non-discretionary management, while maintaining custody of client assets as a qualified custodian.

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.

Derek Thorp is a financial advisor with Commonwealth Financial Network in Houston, TX, holding the Series 63 and Series 66 designations and bringing 19 years of industry experience. His career includes roles at Meservey Financial Group, LPL Financial, and Wells Fargo Advisors. He is also the owner of MFG Wealth, LLC, a private entity facilitating securities, advisory, and insurance business. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of approximately 2,900 advisors and managing over $212 billion in client assets. The firm provides a comprehensive adviser-support platform that includes managed-account programs, access to third-party asset managers, and custody services.

Christopher Sarofim is a Series 65-licensed financial advisor at Sarofim Trust Co. in Houston, TX, with 28 years of industry experience. He has worked with Fayez Sarofim & Co., Sarofim International Management Company, Sarofim Trust Co., and Sarofim Advisors Group, Inc. since 2010. Sarofim Trust Co. is a Texas-chartered trust company and SEC-registered investment adviser serving institutional and private clients such as pension and profit-sharing plans, endowments, foundations, corporations, charitable organizations, banks, trusts, and high-net-worth individuals. The firm employs a predominantly bottom-up, fundamental research process with a focus on high-quality large-capitalization companies and offers discretionary investment management, trustee, custodial services, and access to private placements.

Megan Assenmacher is a CFP®-certified financial advisor with 13 years of industry experience. She is currently with Empower Advisory Group and has previously worked at Bank of America and Merrill. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain retail brokerage clients, using an integrated service model connected to Empower’s administrative platforms.

Ryan Griswold is a financial advisor at Kestra Advisory with six years of industry experience. He holds a Series 66 designation and has previously worked at firms including Invesco and Axa Advisors, LLC. His background also includes roles outside the financial industry at Samuels Jewelers and Texas Christian University. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a mix of institutional and individual clients. The firm offers fiduciary consulting, plan design, employee education, and access to multiple management platforms, serving clients that include large institutional investors such as sovereign wealth funds.

Marlon Scott is a financial advisor at CWM, LLC with 21 years of industry experience. He holds a Series 66 designation and has previously worked at firms including Merrill, Ameriprise Financial Services, LPL Financial, and UBS Financial Services. He serves as President of the UNT Alumni Association and Vice President of the INROADS Houston Alumni Association. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of more than 600 advisors. The firm offers portfolio management, financial planning, sub-advisory services, and retirement-plan solutions, typically managing accounts on a discretionary basis using model portfolios and employing a combination of fundamental and technical analysis, third-party sub-advisors, and customized investment tools.

Michelle Wilburn is a financial advisor with Empower Advisory Group, holding Series 63 and Series 65 licenses and 11 years of industry experience. She previously worked at Valic Financial Advisors for eight years and has been with Empower-related firms since 2023. Wilburn is also involved with Catbirds, a business she has been connected to for over a decade. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to select IRA and retail brokerage clients. The firm offers integrated services tied to its recordkeeping and administrative platforms, focusing on long-term portfolio returns and annual rebalancing.

Harold Perkins Jr. is a financial advisor with Oppenheimer, holding Series 63 and Series 65 credentials and bringing 48 years of industry experience. He has been associated with Fahnestock & Co. Inc. since 2003. Perkins serves as a board member of the Michael Hoctor Foundation, a nonprofit organization based in Houston. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a range of advisory programs including asset management, consulting, and retirement services, utilizing strategic and tactical asset allocation along with manager selection and periodic portfolio reviews.

Johnathon James is a financial advisor at United Planners' Financial Services of America, holding Series 63 and Series 66 credentials with eight years of industry experience. His prior roles include positions at PNC Investments, Avantax Advisory Services, Truist Advisory Services, and JPMorgan Securities. Outside of financial services, he is involved with Amped Fitness. United Planners Financial Services is a national wealth-management enterprise serving a broad client base that includes individual investors, retirement plans, corporations, trusts, estates, and institutional clients. The firm delivers advisory and brokerage services through independent representatives and employs a mix of custodians, third-party money managers, and platform programs to implement investment strategies.

Keyton Rizzo is a financial advisor at Oppenheimer with one year of industry experience. He holds a Series 66 designation and previously worked in the restaurant and winery industries, including roles at Saltgrass Steakhouse and Kuhllman Cellars. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a broad range of programs and advisory services across equity, balanced, and fixed-income portfolios, with both discretionary and non-discretionary management options.

Alexander Spiller is a CFP® and Series 65-registered financial advisor at MAI Capital Management, LLC with eight years of industry experience. He previously worked at WCG Wealth Advisors, LLC and has been associated with Treloar & Heisel, LLC for over a decade, where he is involved in the sale of fixed insurance products. Spiller also served in the US Army for nine years. MAI Capital Management, LLC provides investment management, wealth management, retirement plan consulting, and family-office services to a diverse client base including individuals, families, sports professionals, trusts, and institutional clients. The firm manages $72.3 billion in assets and offers a range of portfolio strategies implemented through various management structures, integrating financial planning and tax services into many client relationships.