John Lytle is a financial advisor at Corient in Houston, TX, holding a Series 66 designation with 12 years of industry experience. He previously worked for Avalon Wealth Management LLC and Avalon Investment & Advisory for 10 years. Corient provides investment advisory and financial planning services to a diverse client base including individuals, high-net-worth clients, trusts, pension plans, and corporations. The firm employs a goals-based, team investment approach integrating in-house strategies, third-party managers, and risk management tools, with capabilities in private funds and affiliated trust services.

Megan Assenmacher is a CFP®-certified financial advisor with 13 years of industry experience. She is currently with Empower Advisory Group and has previously worked at Bank of America and Merrill. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain retail brokerage clients, using an integrated service model connected to Empower’s administrative platforms.

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.

Marlon Scott is a financial advisor at Carson Wealth with 21 years of industry experience and holds a Series 66 designation. His career includes roles at firms such as Merrill, Ameriprise Financial Services, and LPL Financial. He serves as President of the UNT Alumni Association and Vice President of the INROADS Houston Alumni Association. Carson Wealth is an SEC-registered investment adviser with more than 650 advisors and oversees approximately $50.6 billion in assets. The firm provides discretionary asset management, financial planning, and retirement plan services, utilizing model portfolios guided by an Investment Committee and offering tailored solutions including custom indexing and alternative investments.

Patrick Reilly is a financial advisor with Valic Financial Advisors in Houston, TX, holding Series 66, 63, and 65 licenses and bringing five years of industry experience. His prior work includes roles at Foundation Automotive and Manvel Automotive, among others. He is also involved as an agent for non-securities insurance products through AGIA. 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 advisors. The firm manages assets at scale, supporting nearly 300,000 clients with a significant reliance on technology and model solutions.

Michelle Wilburn is a financial advisor with Empower Advisory Group, holding Series 63 and Series 65 licenses and 11 years of industry experience. She previously worked at Valic Financial Advisors for eight years and has been with Empower-related firms since 2023. Wilburn is also involved with Catbirds, a business she has been connected to for over a decade. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to select IRA and retail brokerage clients. The firm offers integrated services tied to its recordkeeping and administrative platforms, focusing on long-term portfolio returns and annual rebalancing.

Bernice Castaneda is a financial advisor with Valic Financial Advisors in Houston, TX, holding Series 63 and Series 66 licenses and seven years of industry experience. Her prior roles include positions at J.P. Morgan Securities, JPMorgan Chase Bank, N.A., and USAA. She is also involved as an agent offering non-securities insurance products through 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 provides discretionary managed-account programs, financial planning, consulting, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Meagan O’Shaughnessy is a financial advisor with Corient, holding Series 66, Series 65, and Series 63 designations and 10 years of industry experience. Her prior roles include positions at JPMorgan Chase and Morgan Stanley, as well as a teaching role at the University of Texas McCombs School of Business. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, and corporate entities. The firm uses a goals-based, team investment approach that integrates in-house strategies with third-party manager solutions and employs risk management tools to align portfolios with client objectives.

Brian Watts is a financial advisor at VALIC Financial Advisors in Houston, TX, with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Valic since 1999, including a role at SunAmerica Capital Services, Inc. since 2014. 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 through its broker-dealer operations.

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.

Leah Bennett is a CFA® charterholder with 29 years of industry experience. She is currently Chief Investment Strategist at Concurrent Asset Management and an advisor with Concurrent Investment Advisors, LLC. Her prior experience includes roles at Westwood Advisors, Westwood Trust/Westwood Advisers, South Texas Money Management, and Rek Advisors. She serves on the boards of the Elevation Family Partner Foundation, Christus Foundation (as chair of the investment committee), Artpace (finance committee), Menil (Acquisitions Committee), and Performing Arts Houston. Concurrent Investment Advisors, LLC is a multi-team SEC-registered advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm emphasizes customized, primarily long-term portfolios utilizing ETFs, mutual funds, individual securities, bonds, alternative investments, and independent sub-advisers, supported by a network of roughly 286 advisors.

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 a financial advisor with Valic Financial Advisors in Houston, TX. He holds Series 65 and Series 63 licenses and has less than one year of industry experience. His prior work includes roles at Texas Financial Advisors, Target, and various educational institutions. Valic Financial Advisors is an SEC-registered investment adviser and FINRA-member broker-dealer serving primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants. The firm offers wrap programs, portfolio management, and financial planning services through a large network of representatives, utilizing Envestnet’s platform and third-party model managers.

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.