Wyatt Broome is a financial advisor with Foundations Investment Advisors LLC in Houston, TX, holding Series 63 and Series 65 designations and five years of industry experience. He previously worked at several firms including Fidelity Investments and Purshe Kaplan Sterling Investments. Broome is also an associate advisor engaged in insurance sales through Impact Partners Financial. Foundations Investment Advisors provides financial planning and portfolio management services to a diverse client base, including individuals, high-net-worth clients, retirement plans, and registered investment companies, utilizing a combination of fundamental, technical, and cyclical analysis within a large affiliated network.

Josue Cruz is a financial advisor with Valic Financial Advisors in Houston, TX, holding Series 63 and Series 65 licenses and seven years of industry experience. His work history includes positions at Agia, VALIC Financial Advisors, Justin Thomas State Farm, and The UPS Store. Outside of his advisory role, he is also an agent for non-securities insurance products with 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 to construct client portfolios.

Williams Butcher is a CFA® charterholder with 28 years of industry experience, currently serving as a financial advisor at Independent Financial Group, LLC since 2022. Prior to joining Independent Financial Group, he worked at International Assets Advisory for seven years. He volunteers as a temporary economics teacher at The Kinkaid School and organizes informal pickleball tournaments. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, trusts, and institutional clients. The firm employs a model-based approach combining strategic asset allocation and multi-manager portfolios, offering both active and passive investment exposures across standard risk profiles.

Samaura Mc Cloe is a financial advisor at PNC Wealth Management in Houston, TX, holding Series 63 and Series 66 designations with two years of industry experience. Prior to joining PNC Wealth Management in 2026, she worked at Charles Schwab & Co., Inc. from 2024 to 2026. PNC Wealth Management offers retail brokerage and advisory services through various model-based programs, including an invitation-only digital model account pilot that uses algorithm-driven risk assessments and approved model strategies managed by PNC or third parties.

Joanna Fetter is a financial advisor at Corient with 12 years of industry experience. She holds a Series 66 designation and has worked at Corient and affiliated entities since 2023, following nine years with Avalon Investment & Advisory and Avalon Wealth Management. Corient provides investment advisory and financial planning services to a wide range of clients, including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporations. The firm utilizes a goals-based, team investment approach that integrates in-house strategies with third-party managers, employing risk management tools and stress testing to align portfolios with client objectives.

Donna Guerrero is a financial advisor with Oppenheimer, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. She has been with Oppenheimer since 2009 and previously worked at Stanford Group Company, Wells Fargo Clearing, and Prudential Equity Group, LLC. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and pooled investment vehicles. The firm offers a wide range of programs spanning equity, balanced, and fixed-income portfolios, utilizing both discretionary and non-discretionary approaches.

Cameron Miller is a CFP® professional with six years of industry experience, currently affiliated with Cetera Planning Partners. He has held various roles at firms including Avantax and Jones Tax and Financial Services Inc., where he is also a board member of a family-owned business that provides tax preparation and bookkeeping services. Miller’s background includes work in financial advisory and client relationship management. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees by offering investment management, comprehensive financial planning, and retirement-related advice. The firm integrates a formal planning process with diversified investment allocations and provides ancillary services such as tax planning, bookkeeping, and estate planning through affiliated providers.

Robert Williams is a financial advisor with Valic Financial Advisors in Houston, TX. He holds a Series 66 designation and has been in the industry since 2025. Prior to joining Valic Financial Advisors, he worked at Agia and has experience in non-securities insurance products as an appointed agent. 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 UMA models for portfolio construction.

Kathy Rosado is a financial advisor at VALIC Financial Advisors in Houston, TX, holding a Series 66 designation with 29 years of industry experience. She has worked with VALIC Financial Advisors since 2006 and has concurrent experience with Woodbury Financial Services, Sagepoint Financial, Royal Alliance Associates, and FSC Securities Corporation since 2014. 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, wrap programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models with National Financial Services as the clearing custodian.

Michael Branda is a CFP® and ChFC® with over 32 years of experience in the financial services industry. He has been with Equity Services, Inc. since 1993 and has worked with National Life of Vermont since 1989. Outside of his advisory role, he volunteers with the University of St. Thomas as part of its development and planned giving committee and serves on the board of his local homeowners association. Equity Services, Inc., doing business as ESI Financial Advisors, provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm employs multiple advisory platforms that combine long-term strategies with options for shorter-term trading and utilizes both discretionary and non-discretionary management approaches.

Chris Cookson is a financial advisor with Truist Advisory Services based in Houston, TX, holding Series 63 and Series 65 licenses and possessing 29 years of industry experience. His prior roles include positions at BB&T Securities, UBS Financial Services, Morgan Stanley, and Citigroup Global Markets. Outside of his advisory role, he is a partner at Telos Holdings, a holding company focused on real estate investment deal reviews and acquisition strategy. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enabled research tools.

Kenneth Fiawoo is a financial advisor with Valic Financial Advisors in Houston, TX, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He previously worked at Corebridge Capital Services, Inc. and American General Life Insurance from 2014 to 2025. Valic Financial Advisors primarily serves U.S. individuals, including high net worth clients and employer-sponsored retirement plans, offering portfolio management, financial planning, and consulting services through a large network of advisors. The firm uses discretionary unified managed accounts with a strong emphasis on technology and model-based solutions.

Ryan Fletcher is a financial advisor at Corient with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Avalon Wealth Management LLC and Avalon Investment & Advisory. Fletcher has been with Corient and its related entities since 2023. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporations. The firm employs a goals-based, team investment approach combining in-house strategies with third-party manager solutions, using risk management tools and alternative investments where appropriate.

Michael Modisette is a CFA® charterholder with 30 years of experience in the financial services industry. He is currently with Valic Financial Advisors, joining the firm in 2026, and has prior experience at PNC Investments, BBVA Wealth Solutions, and Invesco Advisers. 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 manage its client base.

Charles Hays Jr. is a financial advisor with Valic Financial Advisors in Houston, TX, holding a Series 66 designation and two years of industry experience. He also serves as an agent for AGIA, selling 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, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

William Lee, Jr. is a CFA® charterholder with 25 years of industry experience. He has worked at Fayez Sarofim & Co. and its affiliated entities since 2010. Fayez Sarofim & Co. provides discretionary investment management to a diverse client base including pension plans, endowments, foundations, and registered investment companies. The firm employs a bottom-up research approach focused on large-cap, high-quality companies with a long-term investment horizon and offers various equity and fixed-income strategies while generally avoiding derivatives, leverage, and market timing.

Randall Hale is a financial advisor at Corient with one year of industry experience. He holds a Series 65 designation and has previous experience at PwC and Avalon Advisors. Corient provides investment advisory and financial planning services to individual and high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach that incorporates both in-house and third-party strategies, risk management tools, and may include alternative investments where appropriate.

Jennifer Bauman is a financial advisor with Valic Financial Advisors in Houston, TX, holding Series 63 and Series 66 credentials and bringing 15 years of industry experience. She has worked at Agia and Valic Financial Advisors since 2023. Outside of her advisory role, she is an appointed agent for non-securities insurance products with 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 approximately $29.2 billion and serves nearly 300,000 clients with a technology-driven and model-based approach.

John Buchan is a financial advisor with Valic Financial Advisors in Houston, TX, holding Series 63 and Series 66 registrations and having three years of industry experience. His prior experience includes roles at Primerica Advisors, Primerica Financial Services, and eleven years with Katy ISD. Additionally, he serves as an agent selling non-securities insurance products for AGIA. Valic Financial Advisors, Inc. serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and unified managed account solutions through a large network of advisors and employs a technology-driven approach to manage approximately $29.2 billion in assets.

Todd Bornholtz is a financial advisor with Valic Financial Advisors in Houston, TX, holding a Series 66 designation and 12 years of industry experience. He has been with Valic Financial Advisors since 2016. Valic Financial Advisors, Inc. 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 through a large network of advisors, utilizing discretionary unified managed accounts and technology-driven solutions.