Jeremy Cacciatore is a financial advisor with PNC Wealth Management in Missouri City, TX, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at BBVA Wealth Solutions, BBVA Securities, BBVA Compass Insurance Agency, Cadence Bank, and LPL Financial. PNC Wealth Management offers retail brokerage and advisory services featuring model-based investment programs, including a discretionary digital offering currently available as an invitation-only pilot for employees with PNC Bank online-banking credentials. The firm utilizes algorithm-driven risk assessments and implements portfolios via approved model strategies using mutual funds and ETFs.

Wei Wang is a financial advisor with Eagle Strategies (NY Life) based in Houston, TX, holding Series 63 and Series 65 licenses and eight years of industry experience. Wei has worked with Eagle Strategies LLC and New York Life Insurance Co. since 2017 and operates under the DBA name Abacus Financial Strategies LLC to sell New York Life products and broker non-registered insurance products. Eagle Strategies serves a diverse client base including individuals, defined contribution and benefit plans, and charitable and corporate clients. The firm offers a range of financial planning and investment management services, emphasizing tailored recommendations and managing most assets on a non-discretionary basis within an integrated New York Life structure.

Mark Nash is a financial advisor with Transamerica Financial Advisors in Houston, TX, holding Series 63 and Series 65 designations and 17 years of industry experience. His career includes roles with the Louisiana Department of Revenue and the Internal Revenue Service. Outside of advising, Nash is involved in several entrepreneurial ventures, including owning a tax preparation and consulting firm, a music and filmmaking company, an insurance agency, and a church. Transamerica Financial Advisors serves a wide range of clients, including individual investors, pension plans, trusts, and corporations, offering both advisory and broker-dealer services with a variety of model portfolios and third-party managers.

Jose Vergara Gonzalez is a financial advisor at Citigroup Global Markets with 21 years of industry experience. He has worked at Citigroup Global Markets since 2014 and holds Series 65 and Series 63 licenses. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs, combining large institutional scale with unique market roles such as swap dealer and futures commission merchant.

Sarah Gardner is a financial advisor at Citigroup Global Markets with five years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Fidelity Investments and DFPG Investments, Inc. Gardner has also held various roles related to education and training at Brigham Young University and the Missionary Training Center. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs. The firm combines large institutional scale with unique market roles, providing a broad set of advisory and execution services including custody, derivatives, and futures.

Josephine Tran is a financial advisor with Guardian Life based in Houston, TX. She holds Series 66 and Series 63 licenses and has one year of industry experience. Her prior work includes roles at Wealth Design Group and NextSeed Management LLC. Guardian Life’s subsidiary, Park Avenue Securities LLC, operates as a dually registered broker-dealer and SEC-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients with financial planning, retirement consulting, and a variety of investment advisory programs.

Sudheer Indala is a financial advisor with Transamerica Financial Advisors in Houston, TX, holding Series 63 and Series 65 licenses and six years of industry experience. He has worked at Transamerica Financial Advisors since 2020 and has held roles with Wfgia and Chevron Phillips Chemical Company, where he is employed as an environmental engineer. Transamerica Financial Advisors serves a diverse client base, including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers both advisory and broker-dealer services through proprietary and third-party model portfolios, with discretionary and non-discretionary program options.

Bas Solleveld is a financial advisor with CIBC Private Wealth Advisors, Inc. based in Houston, TX. He holds a Series 65 designation and has eight years of industry experience. Prior to joining CIBC, he worked at AT Investment Advisers Inc. for 12 years. CIBC Private Wealth Advisors offers investment and wealth advisory services to a diverse client base, including individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm combines an internal investment team with governance committees to create customized portfolio solutions, managing approximately $67.8 billion in assets with a relatively low advisor-to-assets ratio.

Derek Rivers is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Selah Financial Services and Mass Mutual Investors Services. Outside of his advisory work, he was involved with the Vic Coppinger Family YMCA for six years. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients. The firm offers a variety of advisory programs and acts as a platform provider delivering operations, trading, technology, investment management, compliance, and practice-management support to affiliated advisors.

Robert Hearn is a financial advisor at Citigroup Global Markets with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at JP Morgan Chase Bank and Deutsche Bank AG in London. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and execution services. The firm implements multi-asset, multi-manager strategies through discretionary and non-discretionary programs and maintains institutional-scale operations with unique market roles.

Daniel Carter is a financial advisor with CIBC Private Wealth Advisors, Inc. in Houston, TX, holding Series 63 and Series 65 designations and 19 years of industry experience. He has worked at AT Investment Advisers Inc. for 12 years. CIBC Private Wealth Advisors offers investment and wealth advisory services to a diverse client base including individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm employs a collaborative investment process involving internal teams and committees to build customized portfolios, combining proprietary and external strategies with specialized offerings such as options hedges and structured notes.

David Linney is a financial advisor with Voya Financial Advisors, Inc. in Houston, TX. He holds Series 63 and Series 65 licenses and has 34 years of industry experience. Linney has been with Voya Financial Advisors since 2014. Voya Financial Advisors, Inc. serves a wide range of individual and institutional clients, including retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm offers services such as financial planning, portfolio management, wrap programs, third-party money manager access, and plan-sponsor consulting, delivering advice primarily through recommendation-based, non-discretionary relationships.

Jared Waldrup is a CFP® professional with four years of industry experience, currently serving at Sequoia Financial Group, L.L.C. since 2024. He previously worked at AltruVista, LLC for five years and at Texas A&M University for five years. Sequoia Financial Advisors, LLC provides wealth planning, investment management, and retirement-plan and business-consulting services to a diverse client base including individuals, charitable organizations, corporations, trusts, family offices, and institutional clients. The firm employs a combination of in-house model portfolios, custom accounts, and third-party manager selection, supported by ongoing research and an Investment Policy Committee.

Terry Parham is a CFP® and ChFC® with 13 years of experience in the financial services industry. He is currently with Private Advisor Group, LLC and has previously worked at Innovative Wealth Building, LLC, Pruco Securities LLC, and The Prudential Insurance Company of America. Parham is also an independent licensed insurance agent who occasionally offers insurance products to advisory clients. Private Advisor Group serves a diverse client base that includes individuals, businesses, trusts, estates, and charitable organizations. The firm provides portfolio management, financial planning, and retirement-plan consulting through various advisory programs, offering access to third-party asset managers and proprietary model portfolios supported by well-known strategists and platforms.

Travis Smith is a financial advisor with Eagle Strategies (NY Life) in Houston, TX, holding Series 63 and Series 66 licenses and 14 years of industry experience. He has worked at Eagle Strategies since 2018 and has been affiliated with New York Life and related entities since 2011. In addition to his advisory role, he is also involved in insurance brokering with various outside carriers. Eagle Strategies serves a diverse client base including individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Emily Allen is a CFP® and holds a Series 66 license with 13 years of industry experience. She is currently an advisor at Focus Partners Wealth, LLC, having joined the firm in 2024 after nine years at Buckingham Asset Management, LLC. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, high-net-worth families, family offices, retirement plans, institutions, and businesses. The firm employs a long-term investment approach that emphasizes tax- and fee-sensitivity within an enhanced open architecture framework, combining active and passive strategies along with various specialized offerings.

Robert Hodgkiss Jr. is a financial advisor with Eagle Strategies (NY Life) based in Houston, TX, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has been affiliated with Eagle Strategies since 2012 and has longstanding ties to New York Life Insurance Company and its related entities since 2000. Outside of his advisory work, Hodgkiss serves as a board member for the American College Alumni Board and participates on the Greens Committee at Medinah Country Club. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes tailored recommendations, managing most assets on a non-discretionary basis and maintaining relationships with a broad range of institutional sponsors.

Ryan Griswold is a financial advisor at Kestra Advisory with six years of industry experience. He holds a Series 66 designation and has previously worked at firms including Invesco and Axa Advisors, LLC. His background also includes roles outside the financial industry at Samuels Jewelers and Texas Christian University. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a mix of institutional and individual clients. The firm offers fiduciary consulting, plan design, employee education, and access to multiple management platforms, serving clients that include large institutional investors such as sovereign wealth funds.

Gregory Kallus is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 66 credentials and 24 years of industry experience. His prior experience includes roles at Penn Mutual Life Insurance Company, Calderwood Financial Strategies, and several other firms. In addition to his advisory work, he is active as an insurance agent, focusing on insurance sales and service, including Penn Mutual life products. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans by offering advisory programs, financial planning, and retirement plan consulting. The firm operates as both an SEC-registered adviser and FINRA-member broker-dealer, supporting a range of investment strategies with discretionary and non-discretionary account options.

William Poindexter is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 63 designation and 32 years of industry experience. His career includes roles at Ameritas Life Insurance Corp and related entities dating back to 1992. In addition to his advisory work, he operates an online resource providing disability insurance quotes tailored for physicians. Ameritas Advisory Services offers fee-based investment management, financial planning, and retirement-plan advisory services to individuals, corporations, and institutional clients. The firm utilizes a range of discretionary and non-discretionary programs, combining in-house model portfolios with third-party managers, and maintains integration with affiliated broker-dealer and investment advisory entities.