Mario Valenzuela is a financial advisor at Citigroup Global Markets with three years of industry experience. He holds a Series 66 designation and has previously worked at Santander Bank and Equivida, a life insurance company. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments, offering multi-asset, multi-manager investment advisory programs alongside broker-dealer execution and custody services. The firm is notable for its large institutional scale, in-house research capabilities, and roles as a swap dealer and futures commission merchant.

Gabriel Estrada Alvarez is a financial advisor at Citigroup Global Markets with 21 years of industry experience. He holds Series 63 and Series 66 designations and has been with Citigroup since 2013. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a variety of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and maintains distinctive institutional roles such as swap dealer and futures commission merchant.

Brandt Jordan is a CFP® with 14 years of industry experience, currently affiliated with Guardian Life and Park Avenue Securities. His background includes roles at Guardian Life Insurance Company and White Rhino Financial. Outside of finance, he is a co-owner of Old Republic English Bulldogs, a dog breeding business. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, high-net-worth clients, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of financial planning, consulting, and discretionary management solutions, combining proprietary and third-party platforms to tailor client relationships.

Gabriel Lerma is a financial advisor at TIAA-CREF with six years of industry experience. He holds a Series 66 designation and previously worked at Bank of America and Merrill for nine years. Lerma is based in Houston, TX. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, and corporate entities, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm offers model and customized portfolio management and operates within a vertically integrated structure including affiliated funds.

Brian Petrov is a financial advisor with Eagle Strategies (New York Life) based in Pearland, TX. He holds Series 63 and Series 65 licenses and has 29 years of industry experience, including 21 years with New York Life Insurance Company. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base, including individual investors and institutional sponsors. The firm offers multiple advisory program types and delivers predominantly non-discretionary asset management, often integrating advisory services with insurance and annuity products through its affiliation with New York Life.

Andrew Barnhill is a financial advisor with Hornor, Townsend & Kent, LLC, holding a Series 66 credential and one year of industry experience. He also works with Penn Mutual Life Insurance Company and has a background as a commercial airline pilot for Spirit Airlines. Barnhill is an author of the book "Financial Flight Plan" and is involved in family investment activities and life insurance brokerage. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory programs, financial planning, and retirement plan consulting through a network of advisers. The firm operates both advisory and broker-dealer services, providing custody, execution, and brokerage capabilities alongside tailored investment strategies.

Courtney Crenshaw is a financial advisor at Guardian Life with 15 years of industry experience. She holds a Series 66 designation and previously worked at New York Life for 11 years. Outside of her advisory role, she is the sole member of an LLC focused on outside insurance brokerage and owns another LLC that organizes paid public speaking events unrelated to investments. Guardian Life’s subsidiary, Park Avenue® Wealth Management, serves individuals, corporate and retirement plan sponsors, charitable organizations, and businesses through brokerage and investment advisory services. The firm offers a combination of advisor-led discretionary management and model-based strategies, along with a range of financial planning, consulting, and educational services tailored to client needs.

Christien Hughes is a financial advisor with First Command Advisory Services in Houston, TX, holding a Series 66 designation and 10 years of industry experience. His work history includes roles at Merrill and various entities within First Command since 2016. He established an LLC unrelated to investment activities but has not engaged in operations for it. First Command Advisory Services is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs utilizing model portfolios and third-party managers selected by a centralized Investment Management Team.

Gregory Kendall is a Financial Consultant at Fidelity Investments, a position he has held since 2022. In this role, he works with clients to develop and implement financial plans tailored to their unique financial goals, utilizing the resources and expertise available at Fidelity Investments. Prior to joining Fidelity, he served as Vice President and Senior Advisor Consultant at Franklin Templeton Investments from 2010 to 2022. He began his financial career as a Personal Banker at Wells Fargo Bank from 2007 to 2010. Mr. Kendall holds an Arkansas Insurance License, which supports his work in providing comprehensive financial consulting services. His professional experience encompasses financial planning and client relationship management, particularly with high net worth individuals and families.

Carine Smith is a financial advisor at TIAA-CREF with 21 years of industry experience. She holds a Series 66 designation and has been with TIAA-CREF since 2006. TIAA‑CREF Individual & Institutional Services, LLC provides financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals with existing employer retirement plan relationships, as well as trusts, estates, and corporate entities. The firm distinguishes between point-in-time planning services and ongoing discretionary portfolio management, with an advisory model that includes both model-based and customized portfolios.

Dana Otoole is a financial advisor with Fifth Third Securities, Inc. in Houston, TX, holding Series 63 and Series 66 licenses and possessing 21 years of industry experience. Prior to joining Fifth Third Securities, Otoole worked at Frost Brokerage Services, Edward Jones, and JP Morgan Chase bank. Outside of his advisory role, he is a partner in a family real estate venture involving the sale of inherited property. Fifth Third Securities serves individual and institutional clients through investment advisory and brokerage channels, offering a variety of managed account programs and third-party portfolio management options on the Passageway platform. The firm operates as a wholly owned subsidiary of Fifth Third Bank and maintains municipal-advisor and broker-dealer activities.

Catina Risper is a financial advisor with Hornor, Townsend & Kent, LLC in Houston, TX, holding Series 63 and Series 65 licenses with 29 years of industry experience. She has been associated with Penn Mutual Life Insurance Company and Hornor, Townsend & Kent since 2007. In addition to her advisory role, she is involved in the sales and service of multi-line insurance products through 1847FINANCIAL. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory programs, financial planning, and retirement plan consulting. The firm operates both advisory and broker-dealer services, providing custody, execution, and brokerage capabilities alongside investment advice.

Justin Makris is a financial advisor with Guardian Life and holds a Series 66 credential. He has 15 years of industry experience, with prior roles at Park Avenue Securities and Guardian Life Insurance Company dating back to 2011. He is involved in several business activities related to investment management and serves as a trustee on a family member’s account. Guardian Life’s subsidiary, Park Avenue Securities LLC, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management and model-based strategies, along with access to proprietary and third-party advisory solutions.

Ignacio D'windt is a financial advisor at Sequoia Financial Group, L.L.C. with eight years of industry experience. He holds a Series 66 designation and has previously worked at Strategic Wealthpartners Ltd, Wells Fargo Clearing, Bank of America, Merrill, and Solutions One LatinAmerica, LLC. Sequoia Financial Advisors, LLC provides wealth planning, investment management, retirement-plan advisory, and related consulting services to a diverse client base that includes individuals, family offices, corporations, charitable organizations, trusts, and retirement plans. The firm uses a combination of model allocations and custom portfolios, employing various investment vehicles such as mutual funds, ETFs, individual securities, private and alternative investments, and independent third-party managers.

Pamela Mayfield Kizzee is a financial advisor with Money Concepts Capital Corp in Houston, TX. She holds a Series 66 designation and has 12 years of industry experience. Since 2015, she has been with Money Concepts Capital Corp. Outside of her advisory role, she serves as an officer for the National Association of University Women. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm employs a mix of model portfolios, advisor-designed portfolios, and third-party sub-advisers, utilizing fundamental and technical analysis along with modern portfolio theory to manage assets for approximately 14,700 clients.

Mark Newbould is a financial advisor with Private Advisor Group, LLC in Houston, TX, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has worked at Private Advisor Group and LPL Financial since 2012 and was previously with Chase Investment Services Corp. from 2001 to 2012. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm employs a fiduciary-based advisory model utilizing a range of investment strategies and third-party managers and platforms.

Michael Valore is a financial advisor at Guardian Life with a Series 65 designation and three years of industry experience. He has worked in various roles at Park Avenue Securities, Guardian Life Insurance Company, TIP Group LLC, and served in the United States Marine Corps. Valore also maintains an insurance business separate from those offered through Guardian and its subsidiaries. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers tailored client relationships through a combination of advisor-led discretionary management, model-based strategies, and access to proprietary and third-party advisory solutions.

Eliot Passy Tolar is a financial advisor at Transamerica Financial Advisors with a Series 65 credential and one year of industry experience. His prior work history includes roles at Mathnasium Spring, Wfgia, Corseque LLC, Blue Science Pools, Advantage Storage, and service in the U.S. Navy. Outside of advisory work, he is involved with Corseque LLC. Transamerica Financial Advisors serves a wide range of clients including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers both advisory and broker-dealer services with various fee-based wrap programs, model portfolios, and access to third-party money managers.

Kenneth Mc Clintock is a financial advisor with CIBC Private Wealth Advisors, Inc. in Houston, TX, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior roles include 18 years at Pacific Life and more recent positions at Touchstone Securities Inc. and IFS Financial Services. Outside of advising, he is a member of the Board of Directors for the Houston Rodeo and serves as a public address announcer for indoor and outdoor drumline and marching band competitions. CIBC Private Wealth Advisors serves a broad client base including individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm combines internal investment expertise with external managers and offers customized portfolio management, financial planning, and coordinated Family Office services.

Shawn Arrington is a financial advisor with Guardian Life in Houston, TX, holding a Series 63 designation and 28 years of industry experience. He has been associated with Guardian Life and its affiliates since 2011 and Park Avenue Securities since 2019. Arrington is also a partner and owner of RethinkWealth LLC, an investment-related venture. Guardian Life’s subsidiary, Park Avenue Securities LLC, offers brokerage and advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and provides access to proprietary and third-party investment solutions.