Osereme Okojie is a financial advisor with Eagle Strategies (NY Life) based in Houston, TX. He holds the ChFC® designation and Series 63 license, and has 21 years of industry experience. In addition to his role at Eagle Strategies, he operates OKOJIE Strategic Financial Solutions, LLC, offering financial services including New York Life products and non-registered insurance products. 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 advice through various program types and manages a majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Alan Brubaker is a financial advisor with VOYA Financial Advisors, Inc. in Houston, TX, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. He has been with VOYA since 2014. Outside of advising, he operates as an independent insurance agent specializing in fixed insurance products and is also a notary public. VOYA Financial Advisors, Inc. serves a diverse client base including individual investors, retirement plan sponsors, charitable organizations, and corporations. The firm offers financial planning, portfolio management, and advisory services through both discretionary and recommendation-based program structures.

Marlon Zavala is a financial advisor with Private Advisor Group, LLC in Houston, TX, holding Series 63 and Series 65 licenses and has 13 years of industry experience. His prior roles include positions at Mariner Independent Advisor Network, Teamwork Financial Advisors, and LPL Financial, among others. He is also a managing partner at Ascend Integrated Wealth, providing investment advisory services. Private Advisor Group serves a diverse client base including individuals, business entities, trusts, estates, and charitable organizations, offering discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting. The firm provides access to third-party asset managers and turnkey asset management platforms, supported by a range of analytical approaches and client customization options.

Francisco Pastor is a financial advisor with Citigroup Global Markets in Houston, TX, holding Series 65 and Series 63 licenses and 12 years of industry experience. He has worked at Citigroup since 2017, following brief periods at Wells Fargo Clearing and Wells Fargo Advisors. Outside of advising, Pastor is a partner in a technology consulting firm, PRXIMA Companies LLC. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments, offering multi-asset, multi-manager investment programs along with broker-dealer execution and custody services. The firm combines large-scale institutional capabilities with specialized market roles, including derivatives and futures services, and provides bespoke solutions for very large client relationships.

Melissa Christensen is a financial advisor at Empower Advisory Group with 19 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Fidelity Investments and Fidelity Personal and Workplace Advisors. Outside of her advisory role, she works as an independent contractor for DoorDash. 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 clients. The firm emphasizes long-term portfolio returns and annual rebalancing through an integrated model tied to Empower’s recordkeeping and administrative platforms.

Austin Pratt is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Selah Financial Services and various small businesses across different sectors. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides advisory programs, wealth management, and retirement plan consulting, along with operational, trading, technology, and compliance support to affiliated advisors.

Samuel Nelson Archer is a ChFC® credentialed financial advisor with 31 years of industry experience. He is currently with Ameritas Advisory Services, LLC and has held roles at multiple firms including Southeast Financial Services and Crisp Advisory. Archer is involved in several outside activities, including operating a website that provides disability insurance information for physicians and managing associations that offer financial information to medical and legal professionals. Ameritas Advisory Services, LLC delivers investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm provides fee-based asset management, retirement-plan advisory, and fiduciary services through a combination of model portfolios, third-party sub-advisers, and custom strategies.

John Westerman is a CFP® with 13 years of industry experience, currently serving at Commonwealth Financial Network since 2012. He is also co-owner of Selah Financial Services and has authored two books, "52 Practical Money Tips" and "Crucial Retirement." Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors, providing a range of advisory programs, technology, and operational support. The firm offers discretionary model portfolios and various program structures to affiliated advisors who serve retail and institutional clients.

Alexa Tejeda is a financial advisor at Voya Financial Advisors, Inc. with two years of industry experience. She holds a Series 66 designation and has worked at Voya since 2020. Prior to her current role, she was involved in client relations management at Houston Financial Wealth Management LLC. Voya Financial Advisors, Inc. serves a diverse client base including individuals, institutions, and retirement plan sponsors. The firm provides financial planning, portfolio management, and consulting services through multiple program structures, primarily emphasizing non-discretionary investment recommendations.

Jennifer Kim is a financial advisor with Voya Financial Advisors, Inc. in Houston, TX, holding a Series 66 designation and 11 years of industry experience. She has been with Voya Financial Advisors since 2015. Outside of her advisory role, she operates as an independent insurance agent and is involved in a tax assistance service that helps clients complete IRS tax returns. Voya Financial Advisors, Inc. serves a diverse client base including individual and institutional investors such as retirement plan sponsors, charities, corporations, and high-net-worth individuals. The firm provides a variety of financial services through multiple program structures, primarily offering non-discretionary advice and combining SEC-registered investment adviser and broker-dealer functions.

Steven Chambers is a financial advisor at Creative Planning with six years of industry experience. He holds the CFP®, CFA®, and Series 65 designations. Prior to joining Creative Planning, he worked at Willis Johnson & Associates, Nrg, Direct Energy, Infinite Solutions, Ronald Blue Trust, Ronald Blue & Company, and Mercer Global Advisors. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including individuals, pension plans, trusts, foundations, and corporations. The firm manages approximately $295.6 billion in client assets and employs a financial-planning-led investment approach that emphasizes low-cost indexing, buy-and-hold strategies, and selective private market exposure.

Moses Lacour Jr. is a financial advisor with Money Concepts Capital Corp in Houston, TX, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Money Concepts Capital Corp since 2011. Outside of his advisory role, he is an officer at LaCour Financial Services, Inc., a tax preparation and accounting business. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, including high-net-worth clients, as well as pension plans, trusts, charitable organizations, and corporations. The firm employs a range of managed programs using model portfolios, IAR-designed portfolios, and third-party sub-advisers, combining fundamental and technical analysis with modern portfolio theory.

Jason Adams is a Series 66 credentialed financial advisor with six years of industry experience. He has worked with Commonwealth Financial Network and Selah Financial Services since 2025 and previously held roles at Valic Financial Advisors, AIG Capital Services, Inc., and American General Life Insurance. Adams is based in Friendswood, Texas. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and hundreds of thousands of clients. The firm manages roughly $213 billion in client assets and offers a broad platform including managed-account programs, third-party asset manager access, retirement consulting, and custody services.

Lester Inniss is a financial advisor at Guardian Life with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Northwestern Mutual and Citadel LLC prior to his current roles at Guardian Life and Park Avenue Securities. Outside of his advisory duties, he is involved with Ash Brokerage, where he sells life insurance and annuities. Park Avenue Securities LLC, a wholly owned subsidiary of The Guardian Life Insurance Company of America, serves individuals, institutional clients, and charitable organizations with brokerage services, financial planning, retirement consulting, and investment advisory programs that include both proprietary and third-party models.

Kenneth Holder is a financial advisor with Empower Advisory Group, holding Series 63 and Series 65 designations and eight years of industry experience. His prior roles include positions at Bank of America, Merrill Lynch, VALIC Financial Advisors, Vivint Smart Homes, and Darden. 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 select retail brokerage clients. The firm offers an integrated service model linked to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and client savings rates through point-in-time financial plans and optional managed account solutions.

Kennah Parham is a CFP®, ChFC®, and Series 66-licensed advisor with 10 years of industry experience. She is currently with Private Advisor Group, LLC and previously worked at Innovative Wealth Building LLC and Prudential Financial. Outside of financial advising, she is the founder and CEO of NourishHer Health, a nonprofit organization. Private Advisor Group serves a diverse client base including individuals, business entities, trusts, estates, and charitable organizations, providing portfolio management, financial planning, and retirement-plan consulting through a network of investment adviser representatives. The firm offers access to multiple advisory programs and third-party asset managers, utilizing various analytical approaches and trading strategies.

Williams Butcher is a CFA® charterholder with 27 years of industry experience. He is currently with Independent Financial Group, LLC, where he has worked since 2022, following seven years at International Assets Advisory. Outside of his advisory role, he volunteers organizing informal pickleball tournaments and has served as a temporary economics teacher at The Kinkaid School. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser that provides brokerage, portfolio management, financial planning, and retirement plan services to individuals, charities, corporations, and plan sponsors. The firm offers advisory programs through its AccessPoint platform and third-party asset managers, serving a diverse client base including high-net-worth individuals and institutional clients.

Samaura Mc Cloe is a financial advisor at PNC Wealth Management in Houston, TX, holding Series 63 and Series 66 licenses with two years of industry experience. Prior to joining PNC in 2026, Mc Cloe worked at Charles Schwab & Co., Inc. from 2024 to 2026. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only, employee pilot digital portfolio solution that uses algorithm-driven risk assessments and implements investments via mutual funds and ETFs with annual rebalancing.

Maribelda Dhaliwal is a financial advisor with Citigroup Global Markets in Houston, TX, holding Series 63 and Series 66 credentials and 17 years of industry experience. Her career includes roles at J.P. Morgan Securities and JP Morgan Chase Bank NA, as well as founding Dhaliwal Concepts. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs and execution services with a focus on multi-asset, multi-manager strategies supported by internal oversight and research.

Chris Cookson is a financial advisor at Truist Advisory Services with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Truist Advisory Services since 2017, including roles at BB&T Securities and UBS Financial Services. He is also a partner at Telos Holdings, a holding company focused on real estate investments, where he contributes to deal reviews and acquisition strategy. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, fiduciary support, and a manager-selection program, combining discretionary and non-discretionary approaches supplemented by AI-enabled research and oversight from its Investment Advisory Group.