Sarah Hughes is a financial advisor with Valic Financial Advisors in Houston, TX, holding a Series 66 designation and four years of industry experience. Prior to her current role, she worked at Agia and has a background that includes positions at Genesis Reference Lab and Chabado Genomics. Outside of her advisory work, she is also an agent for 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-developed UMA models for portfolio construction.

Stephanie Cortez is a financial advisor at VALIC Financial Advisors in Houston, TX, with seven years of industry experience. She holds Series 63 and Series 65 licenses and has worked at VALIC Financial Advisors since 2018. Outside of her advisory role, she is also an agent for non-securities insurance products at Agia. 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, consulting, and brokerage services through its broker-dealer operations.

Maria Baez is a financial advisor at Oppenheimer with 32 years of industry experience. She holds Series 63 and Series 65 designations. Her prior experience includes roles at Morgan Stanley Private Bank, J.P. Morgan Securities, Chase Investment Services, and Wells Fargo Investments. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a range of programs and advisory services across equity, balanced, and fixed-income portfolios, with both discretionary and non-discretionary management.

Jacob Brown is a financial advisor with Valic Financial Advisors in Houston, TX, holding a Series 66 license and having three years of industry experience. He has worked at Valic Financial Advisors since 2018 and also has experience as an agent for Agia, focusing on 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-developed UMA models for portfolio construction.

Lauren Sledge is a financial advisor with Valic Financial Advisors in Houston, TX, holding a Series 66 designation and 16 years of industry experience. She has been with Valic Financial Advisors since 2017. VALIC Financial Advisors, Inc. serves primarily 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, utilizing discretionary unified managed accounts and technology-driven model solutions.

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.

Kyle Faldyn is a financial advisor with Valic Financial Advisors, Inc. He holds a Series 66 designation and has three years of industry experience. Prior to joining Valic, he has held roles at AGIA and other companies. Outside of his advisory work, he is the founder and author at Balanced House Studios LLC, where he is preparing to self-publish a novel. Valic Financial Advisors serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management, financial planning, and discretionary unified managed accounts through a large network of representatives.

John Debenito is a financial advisor at Empower Advisory Group in Houston, TX, with one year of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Empower Advisory Group, Debenito worked 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 and their participants, as well as to Empower Premier IRA and certain retail brokerage clients. The firm’s integrated model leverages proprietary and third‑party tools to deliver point‑in‑time financial plans and offers optional managed account solutions.

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.

Austyn Kay is a financial advisor with Valic Financial Advisors in Houston, TX, holding a Series 66 designation and one year of industry experience. Prior to joining Valic, Kay worked at Agia and has experience in the non-securities insurance sector as an appointed agent. Valic Financial Advisors serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management, financial planning, and unified managed accounts through a large network of investment advisor representatives.

Richard Bateman Jr. is a Series 66 licensed financial advisor with 11 years of industry experience. He is currently with Valic Financial Advisors and has previously worked at Cambridge Investment Research Advisors Inc., Next Financial Group, Inc., and J.P. Morgan Securities. Valic Financial Advisors primarily serves U.S.-based 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-developed UMA models for portfolio construction.

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.

Corey Wilcox is a financial advisor with Valic Financial Advisors in Houston, TX, holding a Series 66 designation and having one year of industry experience. His prior roles include positions at Team FESA, Guardify Insurance Group, and Retirement Education Partners. He is also appointed as an agent to sell non-securities insurance products for Agia. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth clients, and supports corporate and retirement-plan participants through discretionary managed-account programs, financial planning, and brokerage services. The firm utilizes Envestnet-developed UMA models for portfolio construction and manages approximately $26.4 billion in discretionary assets.

Steven Morris is a financial advisor at Valic Financial Advisors in Houston, TX, holding a Series 66 designation with one year of industry experience. Prior to joining Valic, he worked at S&P Global for three years and at Aramco Americas for ten years. Valic Financial Advisors serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management, financial planning, and unified managed account programs through a large network of advisors. The firm manages assets at scale, utilizing centralized technology and model solutions to support its advisors.

Daniel Allbritton is a financial advisor at VALIC Financial Advisors in Houston, TX, with 25 years of industry experience. He holds Series 63 and Series 66 designations and has worked at American General Life Insurance and AIG Capital Services, Inc. since 2013 and 2015, respectively, while also serving at VALIC Financial Advisors since 2004. 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, consulting, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Bayar Hamid is a financial advisor with Valic Financial Advisors in Houston, TX, holding Series 63 and Series 66 licenses and 16 years of industry experience. He has been with Valic Financial Advisors since 2009 and also serves as an agent for Agia, offering non-securities insurance products. Valic Financial Advisors primarily serves U.S.-based 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 and operating with a large network of advisors nationwide.

Tad Sresthaphunlarp is a financial advisor at VALIC Financial Advisors with five years of industry experience. He holds a Series 66 designation and has worked at VALIC Financial Advisors since 2020 and Agia since 2022. Outside of advising, he is involved as an agent offering 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-developed UMA models for portfolio construction.

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.

Sandeep Tiwari is a CFA® charterholder with seven years of industry experience, currently serving as a financial advisor at Corient in Houston, TX. His prior experience includes roles at Broadway National Bank and Western Commerce Group LLC. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, pension plans, and corporate entities. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party manager solutions and utilizes risk management tools and alternative investments where appropriate.