Janet Sabio is a financial advisor with Transamerica Financial Advisors in Houston, TX, holding Series 63 and Series 65 licenses and four years of industry experience. She has been with Transamerica Financial Advisors since 2021 and has been involved with World Financial Group and World System Builder since 2017. Outside of financial advising, she is the managing member of Gari-Pulse Entertainment LLC, a company focused on publishing her poetry and supporting Garifuna cultural activities. Transamerica Financial Advisors serves a broad client base including individuals, retirement plans, trusts, and businesses, delivering services through a large advisor network and multiple program platforms. The firm primarily uses model portfolios and third-party managers for investment advisory services and integrates retirement plan administration with affiliated entities.

Karen Heider is a financial advisor at Sanctuary Advisors, LLC in Houston, TX, with 11 years of industry experience. She holds a Series 66 designation and has worked at both Bank of America, N.A. and Merrill since 2014 and 2015, respectively. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, trusts, estates, and charitable organizations, through a network of over 400 independent advisers. The firm offers a variety of portfolio management options and employs multiple analytical approaches while acting as a fiduciary under written advisory agreements.

Carrie Westfall is a financial advisor at TLG Advisors, Inc. with 26 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including The Leaders Group Inc and Invesco Advisers, Inc. Westfall is also the manager of marketing and communications at Elite Insurance Agency Inc. TLG Advisors, Inc. manages approximately $2.0 billion in discretionary client assets and serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors. The firm offers investment supervisory and portfolio management, comprehensive financial and estate planning, ERISA fiduciary services, and a direct-to-consumer program called Starlight Portfolios, utilizing a research approach that combines fundamental analysis and Modern Portfolio Theory.

Pardis Ferdosi is a CFP® with three years of industry experience, currently serving as an advisor at Cetera Planning Partners. Prior to this, Ferdosi has held roles at multiple firms including Avantax Planning Partners and United Healthcare, where they also work as an independent health agent writing healthcare policies. Cetera Planning Partners serves individual and high-net-worth clients, particularly pre-retirees and retirees, offering investment management, comprehensive financial planning, and retirement-related advice. The firm emphasizes diversified portfolios tailored to client objectives and risk tolerance, supplemented by services such as tax planning, bookkeeping, and estate planning through a third-party provider.

Nicholas Low is a financial advisor at Hightower Advisors with 17 years of industry experience. He has held previous roles at STA Wealth Management, LLC and J.P. Morgan Securities. He holds the Series 66 designation and is based in Houston, TX. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across various investment vehicles and strategies.

Charles Wright is a financial advisor with United Planners' Financial Services of America, holding Series 63 and Series 65 licenses and 29 years of industry experience. He has worked with United Planners, Trilogy Wealth Management, and Charles Christopher Wright since 2008, and previously was employed at Garlock Sealing Technologies for eight years. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base including individual investors, retirement plans, corporations, trusts, and institutional clients. The firm provides advisory and brokerage services through independent representatives and employs multiple custodians and third-party managers, with most assets managed on a non-discretionary basis.

April Perez is a financial advisor at RBC Rochdale, LLC with 20 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at RIM SECURITIES since 2015 and UBS Financial Services from 2005 to 2006. RBC Rochdale serves a broad range of clients including high net worth individuals, corporations, charitable organizations, and government entities. The firm uses a multi-strategy investment process that integrates quantitative screening, statistical modeling, and fundamental analysis, employing a proprietary asset-allocation tool to align portfolios with client investment policies.

Lijoy Thomas is a financial advisor with Transamerica Financial Advisors in Houston, TX, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with Transamerica Financial Advisors since 2012 and is a partner at WSB Spartans Inc. He is also involved with the Heartland Institute of Financial Education, a non-investment-related educational organization. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individual investors, employer-sponsored retirement plans, and charitable organizations. The firm utilizes a model portfolio approach with third-party managers and platform sub-advisors to implement its advisory services.

Griffin Rathgeb is a financial advisor with Sanctuary Advisors, LLC in Houston, TX, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Thrivent Investment Management, Bank of America, and Merrill Lynch. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, and charitable organizations, through a network of over 400 independent investment adviser representatives. The firm offers a range of portfolio management and consulting services, utilizing various analytical approaches and maintains distinctive features such as performance-based fee negotiations and multi-custodian arrangements.

Larry Nemoto Jr. is a CFP® and Series 63 credentialed financial advisor with 31 years of industry experience. He has been with J.W. Cole Financial, Inc. and Jonathan Roberts Advisory Group, Inc. since 2003. Outside of his advisory roles, he operates a consulting business focused on accounting and taxes. J.W. Cole Advisors, Inc. supports a large network of independent advisors, offering fee-based portfolio management, financial planning, retirement plan services, and access to third-party manager platforms. The firm serves individuals, high-net-worth clients, and institutional accounts through both discretionary and non-discretionary strategies that incorporate fundamental and technical analysis.

Yancey Mbolda is a financial advisor at Transamerica Financial Advisors with eight years of industry experience. He holds Series 65 and Series 63 licenses and has worked with several firms, including Mercor and Transamerica Employee Benefits. Mbolda is involved in employee benefits consulting for small businesses through Transamerica Employee Benefits. Transamerica Financial Advisors serves a wide range of clients, including individual investors and institutional entities, offering both advisory and brokerage services through proprietary and third-party investment models.

Meredith Mckinley is a financial advisor at Hornor, Townsend & Kent, LLC with 15 years of industry experience. She holds the ChFC® designation and Series 63 license. Prior to joining Hornor, Townsend & Kent in 2026, she worked at Eagle Strategies (NY Life), NYLIFE Securities LLC, and New York Life Insurance Company. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a broad advisory platform that includes third-party asset manager relationships and offers both discretionary and non-discretionary account options. The firm combines advisory programs with broker-dealer services, providing custody, execution, and brokerage capabilities alongside investment advice.

Jitendra Worah is a financial advisor with Transamerica Financial Advisors in Houston, TX, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has worked with firms including WealthWave and S&B Engineers and Constructors Ltd. Outside of advisory work, he serves as an election official for Harris County and is a board member of the Harris County Municipal Utility District #118. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base that includes individuals, employer-sponsored plans, trusts, and charitable organizations. The firm utilizes model portfolios and third-party managers to implement its advisory strategies and operates an integrated retirement plan ecosystem through affiliated entities.

Roberto Aburto Jr. is a financial advisor with FIFTH THIRD SECURITIES, Inc. in Humble, TX, holding Series 63, 65, and 66 designations and bringing 16 years of industry experience. His prior roles include positions at JPMorgan Securities and Frost Bank. FIFTH THIRD SECURITIES, Inc. serves individual and institutional clients through both advisory and brokerage services, offering investment programs via the Passageway Managed Account platform and working with clients to tailor portfolios including mutual funds, ETFs, SMAs, and direct indexing.

Journey Buitron is a financial advisor with Empower Advisory Group, holding Series 66 and Series 63 licenses and one year of industry experience. Prior to joining Empower, Buitron held roles at ADP, Paychex, and the University of Maryland Global Campus. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as retail brokerage clients. The firm integrates its advisory services with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Patrick Burdick is a financial advisor at Corient with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Capital Advisors, Inc. and Belpointe Asset Management, LLC. Burdick is based in Houston, TX. 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 uses a goals-based, team investment approach that combines proprietary strategies with third-party solutions, and employs continuous portfolio monitoring and risk management tools to align investments with client objectives.

Laura Brantley is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Hightower Advisors since 2025. Prior to joining Hightower, she worked at Wealth Enhancement Brokerage Services LLC and Wealth Enhancement Advisory Services LLC for nine years, and LPL Financial, LLC for ten years. Hightower Advisors provides investment advisory and planning services to a diverse client base including individuals, institutions, pension plans, and charitable organizations. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, with a broad range of investment products and strategies.

Robert Gilliland is a financial advisor with Sanctuary Advisors, LLC in Houston, TX, holding Series 63 and Series 65 credentials and over 30 years of industry experience. His career includes long-term roles at Bank of America and Merrill. Outside of advisory work, he is involved in an outdoor recreation company founded by his family and serves as a board member of Northland Syllian Field. Sanctuary Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, and charitable organizations, through a network of more than 400 independent investment adviser representatives. The firm offers a range of portfolio management solutions and consultative services, utilizing multiple analytical approaches and both discretionary and non-discretionary account structures.

Zachary Hayslip is a financial advisor at Sanctuary Advisors, LLC in Houston, TX, holding a Series 66 designation with one year of industry experience. His prior roles include positions at Turnkey Solutions, Norman CPA, Engie North America, and Texas A&M. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a wide range of clients, including individuals, corporations, pension plans, and charitable organizations, through a network of over 400 independent investment adviser representatives. The firm offers diverse portfolio management options and employs various analytical approaches while acting as a fiduciary under written advisory agreements.

Atabu Otobo is a financial advisor at TLG Advisors, Inc. with 11 years of industry experience. He holds Series 65 and Series 63 credentials and has worked at several firms including Simplicity Investments and Avantax Investment Services. Otobo has experience in both insurance and investment services throughout his career. TLG Advisors serves a broad client base including individuals, high-net-worth clients, trusts, charitable organizations, corporations, pension and retirement plans, and institutional investors. The firm’s investment approach emphasizes manager selection, fundamental analysis, and Modern Portfolio Theory to build diversified portfolios, with many accounts managed through sub-advisors, alongside a direct-to-consumer digital program called Starlight Portfolios.