Gregory Rivine is a ChFC® credentialed financial advisor with 19 years of industry experience, currently affiliated with Eagle Strategies (NY Life) in Houston, TX. He has been with Eagle Strategies since 2016 and also maintains roles with Nylife Securities, LLC and New York Life Insurance since 2015. Outside of his advisory work, he invests personally in cryptocurrency offerings. Eagle Strategies serves a diverse client base including individuals, institutions, and retirement plans, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and predominantly manages assets on a non-discretionary basis, operating within an integrated New York Life affiliate structure.

Alisa Smith is a financial advisor with Empower Advisory Group in Houston, TX, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. She has worked with GWFS Equities, Inc. since 2013. Outside of investment advisory, she assists with freelance writing, focusing on proofreading and fact-checking articles, and operates a temporary staffing business. 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 clients. The firm delivers services through an integrated model linked to Empower’s recordkeeping platforms and emphasizes long-term portfolio returns and annual rebalancing in its planning approach.

Carlos Guerra is a financial advisor at Oppenheimer with 25 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including Morgan Stanley Private Bank and Wells Fargo Advisors. Guerra serves on a board overseeing Galveston's tourism efforts, beach patrol, and coastal zone management. 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 investment and retirement services using both discretionary and non-discretionary approaches, with expertise in strategic asset allocation and manager selection.

Summer Rose is a financial advisor with PNC Wealth Management in Houston, TX, holding a Series 66 designation and eight years of industry experience. Her career includes roles at BBVA Wealth Solutions, BBVA Insurance Agency, BBVA Securities, and Edward Jones. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account available by invitation to employees. The firm uses algorithmic risk assessments and delegates portfolio management and proxy voting to third parties.

Joshua Levy is a financial advisor with Voya Financial Advisors, Inc. He holds Series 63 and Series 65 licenses and has 12 years of industry experience. Prior to joining Voya in 2025, he worked at VALIC Financial Advisors and Agia. Voya Financial Advisors, Inc. serves a diverse client base including individual and institutional investors, offering services such as financial planning, portfolio management, and plan-sponsor consulting through various program structures. The firm generally provides non-discretionary advisory services and operates both as an SEC-registered investment adviser and a broker-dealer.

Haley Nguyen is a CFP® with six years of industry experience, currently affiliated with Guardian Life and Park Avenue Securities. Her background includes roles at both firms and operating her own CPA firm focused on tax preparation and planning. She also works as an independent contractor offering insurance products outside of Guardian’s offerings. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage services, financial planning, and investment advisory programs to individuals, pension plans, charitable organizations, and corporate clients. The firm offers both discretionary and non-discretionary advisory relationships, utilizing model portfolios from various in-house and third-party managers.

Hunter Hargraves is a financial advisor at Integrated Wealth Concepts LLC with 9 years of industry experience. He has worked previously at Wells Fargo Clearing Services LLC and Northwestern Mutual in various roles. Outside of finance, he serves as a firefighter for the City of Houston. Integrated Wealth Concepts serves individuals, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management and financial planning, employing customized portfolios that include mutual funds, ETFs, equities, and fixed income with a primarily long-term approach.

Erin Williams is a financial advisor at Goldman Sachs Wealth Services with two years of industry experience. She holds a Series 66 designation and has prior work experience at Dell Technologies and Texas A&M University. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base including individual investors, executives, plan sponsors, and institutional clients. The firm utilizes strategic allocation models, manager selections, and both discretionary and non-discretionary implementations, supported by a broad network of Goldman Sachs affiliates and proprietary research tools.

Lori Bennett is a financial advisor at Oppenheimer with 36 years of industry experience. She holds the Series 63 and Series 66 designations and has been with Oppenheimer since 2015. The firm serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through a range of advisory and brokerage services. Oppenheimer offers programs including asset management, consulting, and retirement services, using both discretionary and non-discretionary approaches across various portfolio types.

Jon Urruzuno is a financial advisor at Oppenheimer with 12 years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services for nine years before joining Oppenheimer in 2022. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers a broad range of investment programs and advisory services across equity, balanced, and fixed-income portfolios, with an emphasis on both discretionary and non-discretionary management.

Raya Kulkarni is a CFP® and Series 66-licensed financial advisor with 21 years of industry experience. She is currently with Creative Planning and has prior experience at TIAA-CREF and Sunbelt Securities, Inc. Kulkarni is also president of POINT FRONTIER, LLC, a business consulting firm focused on operations efficiency and business planning. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, and retirement plans. The firm employs a financial planning–led investment process emphasizing low-cost indexing and offers a range of supplemental strategies, supported by a large advisory team and centralized investment infrastructure.

Constance Bolen is a Series 66-credentialed financial advisor with 11 years of industry experience, currently affiliated with Truist Advisory Services. Her prior roles include positions at Cetera and Hancock Whitney Bank. She serves as a board member and co-chair of the Volunteer and Mission Capacity Committee for the American Red Cross Louisiana Capital Area Chapter. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing both discretionary manager relationships and non-discretionary consulting supported by third-party platform arrangements.

Daniel Tiprigan is a CFP® and holds a Series 66 license with 14 years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2021 and previously spent 11 years at The AYCO Company, L.P./Mercer Allied. He serves as Treasurer of Christ Our Hope Community Church in Houston, where he oversees investments and manages the church’s financial affairs. Goldman Sachs Wealth Services provides 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 uses centralized investment resources and model portfolios, delivering services through both discretionary and non-discretionary managers while offering specialized programs such as Executive Wealth and Private Family Office support.

Melissa Christensen is a financial advisor at Empower Advisory Group with 19 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Fidelity Investments and Fidelity Personal and Workplace Advisors. Outside of her advisory role, she works as an independent contractor for DoorDash. 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 clients. The firm emphasizes long-term portfolio returns and annual rebalancing through an integrated model tied to Empower’s recordkeeping and administrative platforms.

Austin Pratt is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Selah Financial Services and various small businesses across different sectors. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides advisory programs, wealth management, and retirement plan consulting, along with operational, trading, technology, and compliance support to affiliated advisors.

John Westerman is a CFP® with 13 years of industry experience, currently serving at Commonwealth Financial Network since 2012. He is also co-owner of Selah Financial Services and has authored two books, "52 Practical Money Tips" and "Crucial Retirement." Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors, providing a range of advisory programs, technology, and operational support. The firm offers discretionary model portfolios and various program structures to affiliated advisors who serve retail and institutional clients.

Nicholas Zdeblick is a CFA® charterholder with 14 years of industry experience. He has been with Fayez Sarofim & Co. since 2006. The firm provides discretionary investment management to institutional and individual clients, including pension plans, endowments, foundations, and registered investment companies. Fayez Sarofim & Co. employs a bottom-up research process focused on high-quality, large-cap companies and offers a range of equity and fixed-income strategies while generally avoiding derivatives, leverage, and market timing.

Paul Boudwin is a financial advisor with CWM, LLC, holding Series 63 and Series 65 credentials and 16 years of industry experience. His prior work includes roles at Wealth Standard Financial, LPL Financial, Cetera Investment Services, and Regions Bank. Outside of advising, he is the owner and CEO of an apparel business, Unlike Regular People. 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 manages portfolios on a discretionary basis using model portfolios guided by an in-house Investment Committee and combines fundamental and technical analysis, third-party sub-advisors, and customization tools.

Daniel Stahlie is a financial advisor at Oppenheimer with 28 years of industry experience. He has been with Oppenheimer since 2006 and previously worked at Merrill from 2004 to 2005. Stahlie holds the Series 66 designation. Outside his advisory role, he serves as a trustee for a private family trust. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a range of investment programs and advisory services that include equity, balanced, and fixed-income portfolios, with both discretionary and non-discretionary management.

Jason Adams is a Series 66 credentialed financial advisor with six years of industry experience. He has worked with Commonwealth Financial Network and Selah Financial Services since 2025 and previously held roles at Valic Financial Advisors, AIG Capital Services, Inc., and American General Life Insurance. Adams is based in Friendswood, Texas. 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 manages roughly $213 billion in client assets and offers a broad platform including managed-account programs, third-party asset manager access, retirement consulting, and custody services.