Harold Perkins Jr. is a financial advisor with Oppenheimer, holding Series 63 and Series 65 credentials and bringing 48 years of industry experience. He has been associated with Fahnestock & Co. Inc. since 2003. Perkins serves as a board member of the Michael Hoctor Foundation, a nonprofit organization based in Houston. 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 advisory programs including asset management, consulting, and retirement services, utilizing strategic and tactical asset allocation along with manager selection and periodic portfolio reviews.

Johnathon James is a financial advisor with United Planners' Financial Services of America, holding Series 63 and Series 66 licenses and eight years of industry experience. His career includes positions at JPMorgan Securities LLC and PNC Investments LLC. Outside of financial services, he worked for Amped Fitness. United Planners Financial Services is a national wealth-management enterprise serving a broad client base including individual investors, retirement plans, corporations, trusts, and institutional clients. The firm operates with a limited-partnership ownership structure and provides advisory and brokerage services through independent representatives using various custodians and third-party managers.

Keyton Rizzo is a financial advisor at Oppenheimer with one year of industry experience. He holds a Series 66 designation and previously worked in the restaurant and winery industries, including roles at Saltgrass Steakhouse and Kuhllman Cellars. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a broad range of programs and advisory services across equity, balanced, and fixed-income portfolios, with both discretionary and non-discretionary management options.

Kell Grady is an advisor with Valic Financial Advisors holding Series 63 and Series 65 licenses. Based in Houston, TX, Grady has been with Valic Financial Advisors since 2025. Prior experience includes roles at Texas Financial Advisors, Target, and educational institutions such as Clarkson University and Southern Cayuga Central School. Valic Financial Advisors serves primarily U.S. individuals, including high net worth clients, and employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors and emphasizes centralized technology and model solutions.

Coby Culpepper is a financial advisor at Foundations Investment Advisors LLC with nine years of industry experience. He holds a Series 66 designation and has worked at Edward Jones, AE Wealth Management, and Impact Partners Financial, where he also engages in insurance sales. Foundations Investment Advisors LLC provides financial planning and portfolio management to individuals, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm utilizes a combination of fundamental, technical, and cyclical analysis alongside model portfolios and an asymmetric rebalancing approach.

Emiliano Saenz is a financial advisor at Valic Financial Advisors with Series 66 credentials. He joined the firm in 2025 and has prior experience as a student at the University of Texas Rio Grande Valley. 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 discretionary unified managed accounts through a large network of advisors, utilizing centralized technology and model solutions to support its client base.

Brandon Atkinson is a financial advisor with Valic Financial Advisors in Houston, TX, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He has been with Valic Financial Advisors since 2015 and also serves as an agent for non-securities insurance products with Agia since 2022. 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, consulting, and brokerage services, utilizing Envestnet-developed UMA models to construct client portfolios.

Alexander Spiller is a CFP® and Series 65-registered financial advisor at MAI Capital Management, LLC with eight years of industry experience. He previously worked at WCG Wealth Advisors, LLC and has been associated with Treloar & Heisel, LLC for over a decade, where he is involved in the sale of fixed insurance products. Spiller also served in the US Army for nine years. MAI Capital Management, LLC provides investment management, wealth management, retirement plan consulting, and family-office services to a diverse client base including individuals, families, sports professionals, trusts, and institutional clients. The firm manages $72.3 billion in assets and offers a range of portfolio strategies implemented through various management structures, integrating financial planning and tax services into many client relationships.

Zachary Davenport is a financial advisor at Valic Financial Advisors with one year of industry experience. He holds a Series 66 designation and previously worked at J.B. Hunt. Davenport also serves as an agent for AGIA, where he sells non-securities insurance products. Valic Financial Advisors serves primarily U.S. individuals, including 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 uses advanced technology platforms to support its client solutions.

Gregory Rivine is a ChFC® credentialed financial advisor with 19 years of industry experience, currently affiliated with Eagle Strategies (NY Life) in Houston, TX. He has been with Eagle Strategies since 2016 and also maintains roles with Nylife Securities, LLC and New York Life Insurance since 2015. Outside of his advisory work, he invests personally in cryptocurrency offerings. Eagle Strategies serves a diverse client base including individuals, institutions, and retirement plans, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and predominantly manages assets on a non-discretionary basis, operating within an integrated New York Life affiliate structure.

Zachary Turman is a financial advisor at Corient with a Series 66 designation and three years of industry experience. His prior roles include positions at Avalon Wealth Management LLC and Baker Hughes. Corient provides investment advisory and financial planning services to a wide range of clients, including individuals, high-net-worth clients, trusts, pension plans, and charitable organizations. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party managers and uses advanced risk management tools to align portfolios with client objectives.

Marilyn Osborne is a financial advisor at VALIC Financial Advisors in Houston, TX, with 26 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at VALIC Financial Advisors since 2014 and AIG Capital Services since 2015. 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, employing Envestnet-developed UMA models for portfolio construction.

Alisa Smith is a financial advisor with Empower Advisory Group in Houston, TX, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. She has worked with GWFS Equities, Inc. since 2013. Outside of investment advisory, she assists with freelance writing, focusing on proofreading and fact-checking articles, and operates a temporary staffing business. 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 delivers services through an integrated model linked to Empower’s recordkeeping platforms and emphasizes long-term portfolio returns and annual rebalancing in its planning approach.

Trang Chandler is a financial advisor with Valic Financial Advisors in Houston, TX, holding Series 63 and Series 65 credentials and having nine years of industry experience. She has been with Valic Financial Advisors since 2016 and is involved in a non-securities insurance products role at Agia. Additionally, she assists in managing bookings for a rental property business operated by her husband. 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 and financial planning services through a large network of advisors, utilizing discretionary unified managed accounts and centralized technology to manage client assets.

Shazeen Taiyabi is a financial advisor with Valic Financial Advisors in Houston, TX, holding Series 63, 65, and 66 licenses and five years of industry experience. She has worked at Agia and Valic Financial Advisors since 2022 and is also a homemaker. In addition to her advisory role, she is 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 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.

Krysanthe Dawes is a financial advisor with Valic Financial Advisors in Houston, TX, holding Series 63 and Series 66 designations and bringing 24 years of industry experience. She previously worked at Lazard Asset Management and Lazard Asset Management Securities LLC for 14 years. Dawes serves as a committee member for the Houston chapter of the CAIA Association, contributing to educational programming and event logistics. 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 wrap programs, portfolio management, and financial planning services, operating at scale with a large advisor network and utilizing discretionary unified managed accounts and overlay services.

Carlos Guerra is a financial advisor at Oppenheimer with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Morgan Stanley Private Bank, Wells Fargo Clearing, Chase Investment Services, and Merrill. Guerra serves on the board overseeing Galveston's tourism efforts, island beach patrol, and coastal zone management. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations with a range of discretionary and non-discretionary advisory services. The firm combines strategic asset allocation, manager selection, and comprehensive portfolio reviews while maintaining custody of client assets.

Summer Rose is a financial advisor with PNC Wealth Management in Houston, TX, holding a Series 66 designation and eight years of industry experience. Her career includes roles at BBVA Wealth Solutions, BBVA Insurance Agency, BBVA Securities, and Edward Jones. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account available by invitation to employees. The firm uses algorithmic risk assessments and delegates portfolio management and proxy voting to third parties.

Daniel Vosters is a financial advisor with Valic Financial Advisors, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has worked at VALIC Financial Advisors since 2021 and previously held positions at BBVA Wealth Solutions, BBVA Securities, Compass Bank, and Cor Clearing. 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 offers portfolio management, financial planning, and multiple wrap programs, utilizing discretionary unified managed accounts and centralized technology to support a large network of advisors.

Kenneth Kemp is a financial advisor with Valic Financial Advisors in Houston, TX, holding Series 63 and Series 65 licenses and possessing 18 years of industry experience. He has worked with VALIC Financial Advisors since 2007 and is also an agent with Agia, 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, financial planning, consulting, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction and management.