Trevis Bonnett is a ChFC® with 17 years of industry experience, currently serving as a financial advisor at Voya Financial Advisors, Inc. in Houston, TX. He previously worked at Nationwide Investment Services Corporation for nine years. In addition to his advisory role, he operates as an independent insurance agent specializing in fixed insurance and Medicare products. Voya Financial Advisors, Inc. serves a diverse client base, including individuals, institutions, and retirement plan sponsors, offering financial planning, portfolio management, and plan-sponsor consulting through various program structures. The firm primarily provides non-discretionary investment advice and operates both as an SEC-registered investment adviser and broker-dealer.

Judith Willoughby is a financial advisor at VOYA Financial Advisors, Inc. in Houston, TX, with 35 years of industry experience. She holds Series 63 and Series 65 credentials and has been with VOYA since 2014. Outside of her advisory role, she is an independent insurance agent specializing in fixed annuities and life insurance, and she also serves as a notary public. VOYA Financial Advisors serves a diverse client base including individuals, retirement plan sponsors, charitable organizations, corporations, and high-net-worth clients. The firm offers various advisory services through multiple program structures, with a focus on recommendation-based relationships rather than discretionary asset management.

Allison Swantkowski is a financial advisor with Primerica Advisors, holding Series 65 and Series 66 licenses and bringing 20 years of industry experience. Her prior work includes roles at Park Avenue Securities and Guardian Life Insurance Company, as well as five years at Ameriprise Financial Services. Between 2020 and 2024, she was a stay-at-home mom. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, offering brokerage and advisory services alongside financial planning and consulting. The firm employs a range of investment strategies through proprietary and third-party portfolios and offers various account-level services such as lending solutions and donor-advised fund options.

Selena Krampota is a financial advisor with Kestra Advisory in Houston, TX, holding Series 65 and Series 63 licenses and bringing 12 years of industry experience. She has been with Kestra Advisory and Kestra Investment Services since 2016 and previously worked at VOYA Financial Advisors. Krampota also maintains a role as a financial advisor with Lifebridge Financial Group since 2013. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including plan sponsors and institutional clients. The firm offers fiduciary consulting, plan design, employee education, and manages substantial assets across multiple platforms and third-party solutions.

Michael Moreno is a financial advisor at Citigroup Global Markets with 13 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Citigroup since 2022. Prior to that, he was with JPMorgan Securities LLC and JPMorgan Chase Bank NA from 2014 to 2022. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with specialized market roles and arrangements.

Kamran Ellini is a CFP® and ChFC® with 26 years of industry experience, currently affiliated with Primerica Advisors in Houston, TX. He has worked at Park Avenue Securities and The Guardian Life Insurance Company since 2011. Park Avenue Securities serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, offering both brokerage and advisory services with a variety of proprietary and third-party investment programs.

Joseph Johnston III is a financial advisor at Integrated Wealth Concepts LLC in Houston, TX, holding the ChFC® designation and Series 63 and 65 licenses, with 23 years of industry experience. Before joining Integrated Wealth Concepts in 2020, he worked for Northwestern Mutual and its affiliates from 2002 to 2020. Outside of his advisory role, Johnston is involved in life coaching and serves as a softball coach for the West University Softball Association. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, consulting, and family office services, employing a long-term investment approach with customized portfolios that include mutual funds, ETFs, individual equities, and fixed income.

Rodger Hoofnagle is a financial advisor with TIAA-CREF, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with TIAA-CREF since 2016. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals connected through employer retirement plans, as well as to trusts, estates, partnerships, corporate entities, and small retirement plans. The firm operates a fiduciary model separating one-time planning from ongoing managed accounts and serves as adviser to a donor-advised fund.

Ashley Dominguez is a financial advisor with VOYA Financial Advisors, Inc., holding Series 63 and Series 65 licenses and having 20 years of industry experience. She has been with VOYA since 2014 and also owns Houston Financial Wealth Management LLC. Outside of her advisory work, she volunteers as a Court Appointed Advocate with Child Advocates, supporting children in CPS custody during court proceedings, and is a member of the International Association of Women, attending meetings to network and support the advancement of women in business. VOYA Financial Advisors serves a diverse client base, including individuals, institutions, and retirement plan sponsors, offering financial planning, portfolio management, and consulting through various program structures with a preference for recommendation-based, non-discretionary advice.

Pich Molyka Nhek is a Series 65-licensed advisor with Private Advisor Group, LLC and Weaver Capital Advisors, based in Houston, TX. Their prior experience includes roles at Sowell Management, Vattanac Investment Limited, Hattha Bank Plc., British American Tobacco, EY Cambodia Ltd., and the University of Houston. Nhek has no industry experience prior to 2023. Private Advisor Group serves a diverse client base including individuals, business entities, trusts, estates, and charitable organizations, offering portfolio management, financial planning, and retirement-plan consulting through a network of investment adviser representatives and access to third-party asset managers and turnkey asset management platforms.

Joshua Ellison is a financial advisor at Citigroup Global Markets with 13 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including Chalice Capital Partners, Texas Capital Bank, Raymond James Financial Services, and JP Morgan. Ellison is based in Houston, TX. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies with internal oversight and provides solutions that include separately managed accounts, mutual funds, ETFs, alternative funds, and exposure to digital assets.

Javier Ramirez Carstens is a Series 66-licensed financial advisor with Citigroup Global Markets, based in Houston, TX. He has six years of industry experience, including three years at Citibanamex before joining Citigroup Global Markets in 2018. 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 utilizes multi-asset, multi-manager strategies with internal oversight and manages bespoke discretionary solutions for large relationships.

Ryan Thompson is a financial advisor at Truist Advisory Services with four years of industry experience. He holds the Series 66 designation and has been with Truist and its predecessor firms since 2015. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and a manager-selection program implemented through both discretionary and non-discretionary strategies.

Louis Mayor is a financial advisor with Guardian Life and holds Series 63 and Series 65 designations. He has five years of industry experience, including roles at Northwestern Mutual and MassMutual before joining Guardian Life and Park Avenue Securities. Based in Houston, TX, his background includes a mix of wealth management and investment services. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a wholly owned subsidiary of The Guardian Life Insurance Company of America, serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers brokerage services, financial planning, retirement consulting, and a range of investment advisory programs using both proprietary and third-party models.

Raymond James is a financial advisor at Citigroup Global Markets with Series 63 and Series 65 licenses and nine years of industry experience. His prior roles include positions at Charles Schwab, Bank of America/Merrill Lynch, JPMorgan Chase, and the University of Houston. He also owns Anbu Risk Consulting, a Houston-based firm providing general administrative and operational support. Citigroup Global Markets serves individual and institutional clients across various wealth segments and offers a broad range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and maintains large institutional scale with specialized market roles, including derivatives and futures services.

Pedro Narvaez Garcia is a financial advisor with Citigroup Global Markets, holding a Series 66 designation and 15 years of industry experience. He has been with CitiBank, N.A. since 2011. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and broker-dealer services. The firm implements multi-asset, multi-manager strategies and operates with a combination of large institutional scale and specialized market roles.

Pamela Martinez is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. She has worked at Citigroup Global Markets since 2007. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a 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 and security-pricing functions, supporting large institutional scale and complex market roles.

Gregory Benson is a Series 66-licensed financial advisor at Citigroup Global Markets with 11 years of industry experience. He has been with Citigroup since 2013 in their Houston, TX office. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and execution services. The firm implements multi-asset, multi-manager strategies through both discretionary and non-discretionary programs, supported by internal standards and oversight committees.

Richard Ray is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked extensively with both firms since 2004, with prior roles also at Guardian Life between 2013 and 2018. Outside of his advisory work, he is active in competitive cooking as part of the Guardians Of BBQ Cook Team and is involved in life coaching focused on addiction recovery. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser serving individuals, pension plans, charitable organizations, and corporate clients. The firm offers brokerage services, financial planning, retirement consulting, and a range of investment advisory programs utilizing both proprietary and third-party portfolio models.

Miguel Delgado Rivero is a financial advisor with Eagle Strategies (NY Life) in Houston, TX, holding Series 63 and Series 66 designations and bringing 10 years of industry experience. He has worked with Eagle Strategies since 2018 and has been affiliated with New York Life Insurance Company and NYLife Securities LLC since 2016. Additionally, he is involved in insurance brokering for non-registered insurance products. Eagle Strategies serves a diverse range of individual and institutional clients by offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm provides tailored advice across multiple program types and emphasizes non-discretionary asset management within an integrated New York Life affiliate structure.