Derrick Callis is a financial advisor with Commonwealth Financial Network, holding Series 65 and Series 63 licenses and bringing 16 years of industry experience. He has been with Commonwealth and Selah Financial Services since 2013. Outside of his advisory work, he has worked as a delivery driver for Uber Eats. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of nearly 2,900 advisors and managing approximately $213 billion in client assets. The firm provides a comprehensive adviser-support platform including managed-account programs, access to third-party asset managers, and custodial services.

Hunter Kirkland is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 licenses and bringing seven years of industry experience. His prior roles include positions at VALIC Financial Advisors and Agia. In addition to advising, he operates a sole proprietorship providing accounting and bookkeeping services to small businesses. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through managed advice programs and investment education services. The firm leverages Morningstar Investment Management’s proprietary software and model portfolios to offer personalized asset allocation and retirement guidance.

Jorge Bastarrachea Gutierrez is a financial advisor at Citigroup Global Markets with four years of industry experience. His career includes a decade at Citibanamex followed by his current role at Citigroup since 2020. He holds a Series 66 designation. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and maintains in-house research, operating at a large institutional scale with specialized market roles.

Juan Arce is a financial advisor with Citigroup Global Markets in Houston, TX, holding a Series 66 designation and 13 years of industry experience. He has worked at Citigroup Global Markets since 2012. Citigroup Global Markets serves individual and institutional clients through various wealth management segments, offering multi-asset, multi-manager investment programs alongside broker-dealer execution and custody services. The firm combines large institutional scale with specialized market roles, including security-based swap dealing and futures commission merchant activities.

Nicole Stahl is a financial advisor with Bankers Life Advisory Services, Inc., holding a Series 66 license and bringing 11 years of industry experience. She has been affiliated with Bankers Life and its related entities since 2009. Stahl also acts as a 1099 agent for Bankers Life and Casualty Company, with appointments to offer Medicare Supplement, annuity, life insurance, health, and long-term care insurance products. Bankers Life Advisory Services, Inc. primarily serves mass-affluent and high-net-worth individuals through discretionary and non-discretionary investment consulting, as well as retirement plan consulting. The firm utilizes a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and portfolio management based on clients’ goals, risk tolerances, and time horizons.

Aleedra Duncan is a financial advisor at Voya Financial Advisors, Inc. with eight years of industry experience. She holds the Series 63 and Series 65 licenses and has worked at firms including AGIA, Valic Financial Advisors, and Foresters Financial Services. In addition to her advisory role, she is an independent insurance agent specializing in fixed insurance products such as life, disability, and annuities. Voya Financial Advisors, Inc. serves individual and institutional clients, offering financial planning, portfolio management, and retirement plan consulting through non-discretionary and wrap program structures. The firm operates as both an SEC-registered investment adviser and broker-dealer, providing a mix of advisory and commission-based products.

Anna Nieto is a financial advisor at Citigroup Global Markets with 13 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Citigroup since 2019, following roles at Fidelity Personal and Workplace Advisors and Fidelity Investments. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies with in-house research and compliance oversight, supporting both discretionary and non-discretionary client solutions.

Chimtuo Ofomata is a financial advisor with Transamerica Financial Advisors who holds Series 63 and Series 65 licenses and has nine years of industry experience. His background includes roles at Devoted Health Inc, United Health Care, and Transamerica Employee Benefits. Outside of advising, he works as a pharmacist at Amazing Grace Pharmacy and is involved with Chosen J-X Incorporated in a medical administrative capacity. Transamerica Financial Advisors serves a diverse client base including individual investors, retirement plans, trusts, and charitable organizations. The firm utilizes model portfolios and third-party managers, delivering services through multiple platforms such as Transamerica ONE and the TFA365 Advisory Program, with regulatory assets under management around $1.7 billion.

Zarir Sethna is a financial advisor with Eagle Strategies (NY Life) in Houston, TX, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. He operates Sethna Financial Group, through which he brokers non-registered insurance products and sells New York Life products and services. Sethna has worked with Eagle Strategies since 2001 and has been associated with New York Life Insurance Company and its affiliated entities since 1988. Eagle Strategies serves a diverse client base, including individual and institutional investors, offering financial planning, investment management, and retirement-plan advisory services. The firm provides customized advice through multiple program types, emphasizing tailored recommendations and managing the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Jonathan Cox is a financial advisor with VOYA Financial Advisors, Inc. in Houston, TX, holding Series 63 and Series 65 credentials and bringing 18 years of industry experience. He has been with VOYA Financial Advisors since 2014. Outside of his advisory role, he is also an independent insurance agent involved in the sale of fixed insurance products. VOYA Financial Advisors serves a diverse client base including individuals, institutional clients, retirement plan sponsors, and high-net-worth individuals. The firm provides a range of services such as financial planning, portfolio management, and plan-sponsor consulting, primarily through recommendation-based, non-discretionary investment programs alongside broker-dealer product offerings.

Patrick Dickson is a financial advisor with Guardian Life and Park Avenue Securities, holding a Series 66 designation and possessing 26 years of industry experience. He has worked at Park Avenue Securities and Guardian Life since 2011. He is a co-owner of White Rhino Financial LLC, an investment-related business operating in Houston. Park Avenue Securities LLC, doing business as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers brokerage services, financial planning, retirement plan consulting, and a mix of proprietary and third-party investment advisory programs.

Alfred Mayes is a financial advisor with First Command Advisory Services in Missouri City, TX, holding Series 63, 65, and 66 licenses and 17 years of industry experience. His prior roles include positions at Valic Financial Advisors and LPL Enterprise. He is also involved with Our Daily Bread, a nonprofit organization. First Command Advisory Services is an SEC-registered investment adviser serving 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, delivering investment management through a centralized team that selects preapproved third-party managers for its model portfolios.

Ana Portillo is a financial advisor with VOYA Financial Advisors, Inc. in Houston, TX. She holds a Series 66 designation and has 19 years of industry experience, including 12 years at VOYA. Outside of her advisory role, she is also an independent insurance agent specializing in fixed insurance products. VOYA Financial Advisors serves a diverse client base including individuals, institutional investors, and retirement plan sponsors. The firm offers financial planning, portfolio management, and a variety of advisory programs, often providing non-discretionary recommendations within its multiple service structures.

Donald Robertson is a financial advisor with Guardian Life and holds the Series 66 designation. He has two years of industry experience, including prior work at Edward Jones and Southern Glazer's Wine and Spirits LLC. Guardian Life’s subsidiary, Park Avenue Securities LLC, operates as both a broker-dealer and SEC-registered investment adviser, serving individual, corporate, and nonprofit clients with a range of financial planning and investment advisory services.

Robert Waddell Jr. is a financial advisor with VOYA Financial Advisors, Inc. in Houston, TX, holding Series 63 and Series 66 credentials and has 39 years of industry experience. He has been with VOYA Financial Advisors since 2014. Outside of his advisory work, he is also an independent insurance agent involved in the sale of fixed insurance products. VOYA Financial Advisors, Inc. serves a diverse client base including individual and institutional clients such as retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm provides a variety of financial services through multiple program structures, emphasizing recommendation-based, non-discretionary relationships alongside its roles as both an SEC-registered adviser and broker-dealer.

Andrew Haftek is a financial advisor with TIAA-CREF in Houston, TX, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has been with TIAA-CREF and its affiliate since 2016. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered employer retirement plans, as well as trusts, estates, partnerships, and small retirement plans. The firm combines point-in-time financial planning with ongoing portfolio management through model-driven and customized approaches.

Kristi Cain is a financial advisor with Eagle Strategies (NY Life) in Houston, TX, holding the ChFC® designation and Series 63 license. She has 17 years of industry experience, including roles at New York Life Insurance Co and NYLIFE Securities, LLC since 2009. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm offers tailored advice through multiple program types, emphasizing non-discretionary asset management and fiduciary responsibilities for retirement investors.

Francoise Price is a Series 66-licensed financial advisor with 24 years of industry experience, currently practicing at Citigroup Global Markets in Houston, TX. She has been with Citigroup Global Markets since 2007. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs alongside execution and custody services. The firm employs multi-asset, multi-manager strategies and operates with significant institutional scale and unique market roles, including serving as a swap dealer and futures commission merchant.

Donald Taylor is a financial advisor at Primerica Advisors with 32 years of industry experience. He holds Series 63 and Series 65 registrations and has worked with Park Avenue Securities, Guardian Life Insurance Company, and Cornerstone Financial Group since 2000. Outside of his advisory role, he serves as a co-trustee for his daughter's trust and as co-executor of his mother's estate. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both brokerage and advisory services, utilizing a range of proprietary and third-party investment strategies and platforms.

Yuk Kin Kuan is a financial advisor with Eagle Strategies (NY Life) based in Missouri City, TX, holding Series 63 and Series 65 credentials and having 25 years of industry experience. He has worked with Eagle Strategies and affiliated New York Life entities since 2018 and previously with AIG Financial Network and Prudential. Eagle Strategies serves a diverse client base including individual investors, institutional clients, and retirement plans, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and delivers a range of advisory programs, primarily managing assets on a non-discretionary basis through an integrated New York Life affiliate structure.