Christopher Cooper Jr. is a financial advisor with Bankers Life Advisory Services, Inc., holding Series 63 and Series 65 licenses and having six years of industry experience. He has worked at Bankers Life Advisory Services since 2019 and has been involved with Bankers Life & Casualty since 2008, where he manages a sales team of insurance agents. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals with discretionary portfolio management, investment consulting, and retirement plan services. The firm uses a combination of fundamental, technical, and cyclical analysis to develop tailored asset allocations and ongoing portfolio management aligned with clients’ goals and risk tolerance.

Derrick Callis is a financial advisor with Commonwealth Financial Network, holding Series 65 and Series 63 licenses and bringing 16 years of industry experience. He has been with Commonwealth and Selah Financial Services since 2013. Outside of his advisory work, he has worked as a delivery driver for Uber Eats. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of nearly 2,900 advisors and managing approximately $213 billion in client assets. The firm provides a comprehensive adviser-support platform including managed-account programs, access to third-party asset managers, and custodial services.

Hunter Kirkland is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 licenses and bringing seven years of industry experience. His prior roles include positions at VALIC Financial Advisors and Agia. In addition to advising, he operates a sole proprietorship providing accounting and bookkeeping services to small businesses. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through managed advice programs and investment education services. The firm leverages Morningstar Investment Management’s proprietary software and model portfolios to offer personalized asset allocation and retirement guidance.

Kendra Mccartney is a financial advisor with Goldman Sachs Wealth Services in Houston, TX, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She has worked at Goldman Sachs & Co. LLC since 2021 and spent 22 years at The Ayco Company, L.P. Goldman Sachs Wealth Services offers financial planning, investment management, and advisory support to a diverse client base, including high-net-worth individuals, corporate participants, and institutional clients. The firm utilizes centralized investment resources and a range of discretionary and non-discretionary managers, providing tailored solutions such as private family office support and retirement plan education.

Hengzhe Li is a CFA® charterholder with five years of experience at Fayez Sarofim & Co. He previously held positions at Columbia University and Wells Fargo NA. He is based in Houston, TX. Fayez Sarofim & Co. provides discretionary investment management to institutional and individual clients, including pension plans, endowments, and mutual funds. The firm employs a bottom-up research process focused on large-cap, high-quality companies and offers a range of equity and fixed-income strategies, avoiding derivatives, leverage, and short selling.

Nicole Stahl is a financial advisor with Bankers Life Advisory Services, Inc., holding a Series 66 license and bringing 11 years of industry experience. She has been affiliated with Bankers Life and its related entities since 2009. Stahl also acts as a 1099 agent for Bankers Life and Casualty Company, with appointments to offer Medicare Supplement, annuity, life insurance, health, and long-term care insurance products. Bankers Life Advisory Services, Inc. primarily serves mass-affluent and high-net-worth individuals through discretionary and non-discretionary investment consulting, as well as retirement plan consulting. The firm utilizes a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and portfolio management based on clients’ goals, risk tolerances, and time horizons.

Marlana Splettstosser is a financial advisor with Citigroup Global Markets, holding a Series 66 credential and 18 years of industry experience. She has been with Citigroup Global Markets since 2016. Outside of her advisory role, she owns a land, cattle, and timber business, and also holds ownership positions as a notary public and in health insurance. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies and maintains significant institutional capabilities, including in-house research and futures commission services.

Sara Parrish is a financial advisor with Integrated Wealth Concepts LLC in Houston, TX, holding a Series 66 designation and 17 years of industry experience. She previously worked at Equitable Advisors and Axa Advisors, LLC. Parrish is also the owner of Sara Wealth Management, LLC. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a large network of independent advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, utilizing customized portfolios with a primarily long-term investment approach.

Marcia Locher is a financial advisor with Oppenheimer in Houston, TX, holding a Series 63 designation and 44 years of industry experience. She has worked at Oppenheimer since 2004 and previously at UBS Financial Services from 2000 to 2004. 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 programs with both discretionary and non-discretionary management, spanning equity, balanced, and fixed-income portfolios, and maintains custody of client assets as a qualified custodian.

Olanrewaju Shogbola is a financial advisor with Goldman Sachs Wealth Services in Houston, TX, holding Series 63 and Series 65 licenses and nine years of industry experience. His prior roles include positions at United Capital Financial Advisers, Wells Fargo Clearing, Wells Fargo Bank, and Northwestern Mutual. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individuals, high-net-worth households, and institutional clients, utilizing centralized investment resources and a range of tailored offerings.

Brian Stephens is a CFP® and PFS™ credentialed advisor with 30 years of experience in the financial services industry. He is currently with Cetera Planning Partners and has held previous roles within the Cetera network as well as other financial and accounting-related positions. Stephens also serves in various trustee and fiduciary roles and is involved in community organizations such as the Lafayette Place Section Two Property Owners Association. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees by providing investment management, comprehensive financial planning, and retirement-related advice. The firm employs a diversified investment approach using mutual funds and ETFs tailored to client objectives, supported by an integrated network of affiliated custodial and advisory resources.

Jonathan Copley is a financial advisor at Creative Planning with 10 years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Creative Planning in 2022, he worked at JP Morgan Chase Bank and JP Morgan Securities from 2019 to 2021, and at TD Ameritrade from 2016 to 2019. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, trusts, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies, complemented by tax-loss harvesting and private market exposure.

Daniel Scannell Jr. is a financial advisor with Oppenheimer, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. His prior firms include Morgan Stanley and Citigroup Global Markets. He serves as trustee for several irrevocable trusts and is the executor of his father’s estate. Oppenheimer is a registered investment adviser and broker-dealer that serves individuals, corporations, pension plans, and charitable organizations through a broad range of programs. The firm offers both discretionary and non-discretionary advisory services across equities, balanced, and fixed-income portfolios, with a notable portion of its assets managed on a non-discretionary basis.

Duane Wagner is a financial advisor at AE Wealth Management, LLC with two years of industry experience. He holds a Series 65 designation and has held roles at firms including TIP Group LLC and The Fitzpatrick Group. Outside of advisory work, Wagner is a passive investor in companies focused on leadership training and digital marketing. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base including individuals, corporations, and ERISA plan sponsors. The firm emphasizes model portfolio and direct asset management programs supported by fundamental, technical, and cyclical investment analysis.

David Dziadziola is a financial advisor at Oppenheimer with 18 years of industry experience. He has held roles at Oppenheimer since 2018 and previously worked at Intelligent Capital Reserve Group for five years. He holds Series 63 and Series 65 designations. Oppenheimer is a registered investment adviser and broker-dealer serving individuals—including high net worth clients—as well as corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a broad range of programs across equity, balanced, and fixed-income portfolios, utilizing both discretionary and non-discretionary investment approaches.

Alan Christensen is a CFA® charterholder with 15 years of experience in investment management. He has been with Sarofim International Management Company and its affiliated entities since 2010. Based in Houston, TX, his career has been focused within the Sarofim advisory group. Sarofim International Management Company provides discretionary investment management primarily to non-U.S. institutional clients, including pension plans, endowments, and insurance companies, while also serving corporations, small businesses, and individual accounts. The firm employs a bottom-up, committee-driven investment process emphasizing high-quality, large-cap multinational equities and capital preservation in fixed income, with portfolio management supported by shared research and operational resources across its affiliated advisory group.

Christine Tran is a financial advisor with PNC Wealth Management in Houston, TX, holding Series 63 and Series 66 licenses and bringing six years of industry experience. Her prior roles include positions at BBVA Wealth Solutions Inc., BBVA Securities Inc., BBVA Compass Insurance Agency, Inc., and Compass Bank. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio offering for employees that relies on algorithm-driven risk assessment and deploys investments via approved model strategies managed by PNC or third parties.

John Kaleh is a financial advisor at Oppenheimer with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Fahnestock & Co. Inc., a division of Oppenheimer, for 23 years. 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 variety of programs that include discretionary and non-discretionary portfolio management, consulting, and retirement services across equity, balanced, and fixed-income portfolios.

Raymond Hayes Jr. is a financial advisor with Voya Financial Advisors, Inc. He holds Series 66 and Series 63 licenses and has 27 years of industry experience. Prior to joining Voya in 2022, he worked at Kestra Advisory, NEXT Financial Group Inc., Ameriprise Financial Services, Inc., and Advisor Group - FSC Securities. He is also the Managing Director of Atra Vir Capital, LLC, a legal business entity. Voya Financial Advisors, Inc. serves a broad range of individual and institutional clients, including retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm offers diversified services such as financial planning, portfolio management, wrap programs, and plan-sponsor consulting through both discretionary and non-discretionary advisory methods.

David Anderson is a financial advisor at Principal Financial Services with 30 years of industry experience. He holds Series 63 and Series 66 licenses and has been affiliated with Princor Financial Services Corp and Principal Life Insurance Company since 2014. Outside of advising, he is involved in insurance brokerage activities related to life, fixed annuities, health, and group insurance products. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, charitable organizations, corporations, and active-duty U.S. military personnel abroad. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions under various advisory and promoter arrangements.