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 with Empower Advisory Group in Houston, TX, holding Series 66 and Series 63 designations and four years of industry experience. He has worked at Empower Advisory Group since 2026 and previously held roles at Empower Financial Service, Inc., Human Interest Inc., ADP Broker Dealer Inc., and Adp LLC. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, delivering services through an integrated model tied to Empower’s recordkeeping and administrative platforms. The firm’s approach emphasizes long-term portfolio returns, annual rebalancing, and client savings rates, offering both point-in-time 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.

Ryan Gloff is a financial advisor with Valic Financial Advisors in Houston, TX, holding Series 63 and Series 66 licenses and six years of industry experience. His prior work includes roles at AIG Capital Services, America General Life Insurance, and Agia, where he also serves as an agent for non-securities insurance products. Valic Financial Advisors is an SEC-registered investment adviser and FINRA-member broker-dealer serving primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and unified managed accounts, operating at scale with a technology-driven approach and a broad network of advisors.

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.

Jason Hennington is a financial advisor at VALIC Financial Advisors with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at VALIC since 2014. Hennington also serves as an agent with Agia, providing non-securities insurance products. VALIC Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet UMA models for portfolio construction.

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.

Corey Belcher is a financial advisor with Valic Financial Advisors in Houston, TX, holding Series 65 and Series 63 licenses and eight years of industry experience. He has worked with VALIC Financial Advisors since 2017 and previously with Dan Ferrante State Farm. Outside of his advisory role, Belcher serves as the Campus Production Director at Hope City, where he leads and trains volunteers in audio, video, and lighting for Sunday services. Valic Financial Advisors, Inc. primarily serves U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management, financial planning, and consulting services through a network of over 1,200 advisors. The firm manages discretionary unified managed accounts using Envestnet’s platform and emphasizes centralized technology and model solutions to support a large client base.

Matthew Rosenlieb is a financial advisor with Valic Financial Advisors in Houston, TX, holding a Series 66 license and four years of industry experience. Prior to joining Valic Financial Advisors in 2022, he worked at Celestial Displays for six years and Ragin Cajun for one year. Outside of advisory work, Rosenlieb is also an agent involved in non-securities insurance products. Valic Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and unified managed account services through a large network of advisors and emphasizes technology and model-driven solutions.

Michael Sausley is a CFP® professional with 22 years of industry experience, currently serving with VALIC Financial Advisors in Houston, TX. His background includes roles at Prudential Equity Group, Wells Fargo Clearing, Citigroup Global Markets, and SagePoint Financial. Outside of finance, he owns Texas Cinematic Film Co., a photography and video services business. VALIC Financial Advisors primarily serves U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering wrap programs, portfolio management, and financial planning through a large network of advisors. The firm manages approximately $29.2 billion and emphasizes centralized technology and model-driven investment solutions.

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.

Sonia Mchenry is a financial advisor at VALIC Financial Advisors in Houston, TX, holding a Series 66 designation with three years of industry experience. Her prior work includes roles at Apollo Rehab/The Medical Resort of The Woodlands and Synergy Care, Inc. She is also an insurance agent for Agia. VALIC Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth clients, and offers discretionary managed-account programs, financial planning, and brokerage services through its broker-dealer operations.

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.

Tobechukwu Uchidiuno is a financial advisor with Valic Financial Advisors in Houston, TX. He holds a Series 66 credential and has been in the industry since 2025. Prior to joining Valic Financial Advisors, he worked at Boursecorp and MusFit. He is also an appointed agent to sell non-securities insurance products for AGIA. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Barry Johnson is a financial advisor at Rockefeller Financial LLC with 11 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Bank of America and Merrill from 2015 to 2022. Outside of advisory work, he is a manager and indirect owner of UK Drinks LLC in Houston. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm provides discretionary and non-discretionary portfolio management, financial planning, and consulting, while also operating as a registered broker-dealer offering securities transactions, variable insurance products, and investment banking services.

Stephen Hughes is a financial advisor with Valic Financial Advisors in Houston, TX, holding Series 63 and Series 65 licenses and 35 years of industry experience. He has worked at Valic Financial Advisors since 1999 and has held roles at American General Financial Advisors, Sunamerica Capital Services, Inc., and Agia. In addition to his advisory work, he is an agent offering non-securities insurance products. Valic Financial Advisors primarily serves U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm provides portfolio management, financial planning, and consulting services through a large network of advisors, utilizing discretionary unified managed accounts and overlay services within a structured supervisory framework.

Robert Skehan is a financial advisor with Valic Financial Advisors in Houston, TX, holding Series 63 and Series 65 licenses and 11 years of industry experience. He has worked at Valic Financial Advisors since 2014 and is also an agent with Agia, where he is involved in non-securities insurance products. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, wrap programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Jeremiah Weathersbee is a Series 66 credentialed financial advisor with Valic Financial Advisors in Houston, TX. He has been with Valic Financial Advisors since 2026 and has prior experience at Hickman, Goza & Spragins. Valic Financial Advisors serves primarily U.S. individuals, including high net worth and ultra‑high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and consulting services using a technology-driven platform and a broad network of advisors.