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 holds Series 63 and Series 65 credentials and has been with Oppenheimer since 2018, following five years at Intelligent Capital Reserve Group. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations, offering a range of advisory and brokerage services such as investment management, consulting, retirement services, and financial planning. The firm employs strategic and tactical asset allocation, manager selection, and various investment strategies, with a notable role as a qualified custodian and a mix of discretionary and non-discretionary account management.

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 with Oppenheimer in Houston, TX, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Fahnestock & Co. Inc. since 2003. Oppenheimer serves a wide range of clients, including individuals, corporations, pension plans, and charitable organizations, offering advisory and brokerage services that encompass investment management, consulting, retirement services, and financial planning. The firm employs strategic and tactical asset allocation, manager selection, and various investment vehicles to tailor client solutions, with a distinctive role as a qualified custodian and a mix of discretionary and non-discretionary management programs.

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.

Bill Friedrich is a financial advisor at Oppenheimer with 26 years of industry experience. He has been with Fahnestock & Co. Inc. since 2003. He holds Series 63 and Series 65 licenses. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations. The firm offers a variety of advisory and brokerage services, employing strategic and tactical asset allocation along with manager selection and multiple investment strategies.

James Taravella is a CFP®-certified financial advisor with six years of industry experience, currently with Goldman Sachs Wealth Services in Houston, TX. He has worked at Goldman Sachs & Co. LLC since 2019, following roles at The Ayco Company, L.P./Mercer Allied and other firms. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individuals, high-net-worth households, corporations, and institutions. The firm uses centralized investment resources and a combination of discretionary and non-discretionary managers to deliver tailored wealth management solutions.

Jose De Villasante is a financial advisor at Oppenheimer with 29 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Oppenheimer since 2019. His prior experience includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and CitiGroup Global Markets. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations. The firm provides advisory and brokerage services with a focus on strategic asset allocation, investment consulting, and retirement services, managing assets through both discretionary and non-discretionary programs.

Brian Butler is a financial advisor at CWM, LLC with 17 years of industry experience. He holds Series 63 and Series 65 designations and has worked at CWM since 2022, following prior roles at Wealth Standard Financial and LPL Financial. Outside of his advisory work, he serves as president and certified life coach at Boundless Mind Institute and is a board member of CHIP (Changing How Individuals Prosper). CWM, LLC is an SEC-registered investment adviser serving a diverse client base including individuals, high-net-worth families, foundations, endowments, corporations, and institutions through a large network of advisors. The firm employs model portfolios overseen by an in-house Investment Committee and offers various services such as portfolio management, financial planning, retirement-plan solutions, and access to alternative investments.

Tatyana Sokolova is a financial advisor at Goldman Sachs Wealth Services, holding a Series 66 designation with one year of industry experience. Her prior roles include positions at Ayco and Meltser Law Group. Goldman Sachs Wealth Services serves a diverse client base, including individual investors, executives, and institutional clients, offering comprehensive financial planning and portfolio management with access to specialized wealth programs and alternative investments.

Ryan Thompson is a financial advisor at Truist Advisory Services with four years of industry experience. He holds the Series 66 designation and has been with Truist and its predecessor firms since 2015. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and a manager-selection program implemented through both discretionary and non-discretionary strategies.

Michael Hoctor is a financial advisor with Oppenheimer in Houston, TX, holding Series 63 and Series 65 licenses and having 48 years of industry experience. He has worked at Fahnestock & Co. Inc. since 2003. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans, offering a range of advisory programs including portfolio management, consulting, and financial planning. The firm employs a variety of investment strategies across different programs and manages approximately $36.7 billion in assets as of the end of 2025.

Yevgeny Tunitsky is a CFP® with 16 years of industry experience, currently serving as a financial advisor at Oppenheimer since 2012. He holds a Series 66 license and is based in Houston, TX. Oppenheimer serves a broad client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a range of advisory and brokerage services, utilizing strategic and tactical asset allocation, manager selection, and various investment strategies to meet client objectives.

Jeffrey Young is a financial advisor at Oppenheimer with 39 years of industry experience. He holds Series 63 and Series 65 designations and has been with Oppenheimer since 2009. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations, offering advisory and brokerage services such as investment management, consulting, and retirement planning. The firm employs strategic and tactical asset allocation and manager selection, providing both discretionary and non-discretionary account management.

Alexander Sanchez is a financial advisor at Oppenheimer with one year of industry experience. He holds a Series 66 designation and has previously worked at Charles Schwab, Pennington Wealth Management, and served in a governmental role at Harris County Precinct 4. Sanchez has also been involved in academic roles at Texas A&M University, Lone Star College, Texas Tech University, and Cypress Ranch High School. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans, offering a variety of advisory programs including discretionary and non-discretionary portfolio management, consulting, and retirement services. The firm’s investment strategies vary by program and advisor, encompassing asset allocation, manager selection, and periodic rebalancing, with approximately $36.7 billion in assets under management as of the end of 2025.

Curtis Wiley is a financial advisor at CWM, LLC with 25 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at firms including LPL Financial, Amegy Bank/Zion Bank, and Allstate Financial. Outside of his advisory work, Curtis plays guitar as a musician for Living Word Fellowship Church. CWM, LLC is an SEC-registered investment adviser serving a diverse client base including individuals, high-net-worth families, foundations, endowments, corporations, and institutions through a large network of advisors. The firm provides portfolio management, financial planning, sub-advisory, and retirement plan services, employing a discretionary approach with model portfolios supported by an in-house Investment Committee and various customization tools.

Bradley Mouser is a financial advisor at Empower Advisory Group in Houston, TX, holding Series 66 and Series 63 credentials with two years of industry experience. Prior to joining Empower, he spent 17 years at Prosperity Bank. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, using an integrated model linked to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing in its financial planning services.

Aaron Skutelsky is a financial advisor at Goldman Sachs Wealth Services with 13 years of industry experience. He holds Series 66 and Series 63 credentials and has worked at Goldman Sachs & Co. LLC since 2019. His prior experience includes roles at The AYCO Company, L.P./Mercer Allied, Bank of America, N.A., and Merrill Lynch Pierce Fenner & Smith Incorporated. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, corporate participants, executives, plan sponsors, and institutional clients. The firm offers financial planning, portfolio management, and specialized services such as Private Family Office and Executive Wealth programs, utilizing both strategic and tactical allocation models and a range of fee arrangements.