Daniel Diiorgi is a financial advisor with Eagle Strategies (NY Life) based in Missouri City, TX. He holds Series 63 and Series 65 designations and has 20 years of industry experience. Since 2014, he has been affiliated with New York Life Insurance Company. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm emphasizes tailored recommendations and manages the vast majority of its assets on a non-discretionary basis.

Timothy Sampson is a financial advisor at United Planners' Financial Services of America, holding Series 66 and Series 63 licenses with four years of industry experience. His prior positions include roles at VALIC Financial Advisors, Agia, GWFS Equities, and AIG. United Planners Financial Services is a national wealth-management enterprise serving individual investors, retirement plans, corporations, trusts, and institutional clients. The firm delivers advisory and brokerage services through independent representatives and utilizes various custodians and third-party money managers, with a significant portion of assets managed on a non-discretionary basis.

Melani Faulkner is a financial advisor with Guardian Life and holds Series 63 and Series 65 designations. She has four years of industry experience and previously spent a decade in full-time education. Faulkner is also involved with Ash Brokerage in an insurance-related role. Park Avenue Securities LLC, the firm where she practices, serves individuals, pension plans, charitable organizations, and corporate clients with brokerage services, financial planning, retirement plan consulting, and a variety of investment advisory programs.

Michael Levy is a CFP® with more than 31 years of industry experience, currently serving as an Investment Advisor Representative at Kestra Advisory since 2016. He is also the president of TLC Wealth Management, Inc., where he has been involved in insurance product placement since 1997. Levy holds a Series 63 designation and is a member of the Board of Trustees for the Jewish Federation of Greater Houston. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual investors. The firm offers services such as fiduciary consulting, plan design, and investment advice, managing approximately $79.8 billion in assets with specialized solutions for large institutional clients.

Angelina Siller is a financial advisor at Citigroup Global Markets with 14 years of industry experience, holding Series 63 and Series 65 licenses. She worked at UBS Financial Services Inc. from 2011 to 2018 before joining Citigroup in 2018. Outside of her advisory role, she serves as the executor for an estate, managing fiduciary and probate responsibilities. 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 employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs, supported by in-house research and oversight committees.

Heather Holland is a financial advisor with Guardian Life and holds Series 65 and Series 66 licenses. She has one year of industry experience and has previously worked at United Planners via Trilogy Wealth Management. Outside of advisory services, she is involved in tax preparation through Holland & Co Financial LLC. Heather works with Park Avenue Securities, a wholly owned subsidiary of The Guardian Life Insurance Company of America, serving individuals, pensions, charitable organizations, and corporate clients. The firm provides brokerage services, financial planning, and advisory programs, including model portfolios and digital solutions.

Brandon Cisneros is a financial advisor with Voya Financial Advisors, Inc. in Houston, TX, holding Series 65 and Series 63 licenses and two years of industry experience. His prior roles include positions at First Command Advisory Services and J.P. Morgan Chase & Co. He is also the owner of Mine Mind LLC, where he creates content for marketing purposes on YouTube. Voya Financial Advisors, Inc. serves a diverse client base including individual investors, retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm offers a range of advisory services through multiple program structures, often providing non-discretionary recommendations and maintaining both SEC-registered investment adviser and broker-dealer registrations.

Carl Thompson is a financial advisor with Independent Advisor Alliance, LLC, holding a Series 63 designation and 41 years of industry experience. He has worked at Independent Advisor Alliance since 2018 and previously held roles at Independant Financial Partners and LPL Financial. Thompson manages his advisory services through Independent Advisor Alliance, an independent firm separate from LPL Financial. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, offering asset management, financial planning, and retirement consulting. The firm employs a network model with independent advisory representatives and integrates multiple portfolio management strategies supported by technology platforms.

Robyn Bruechert is a financial advisor at Citigroup Global Markets with a Series 66 designation and four years of industry experience. Her prior roles include positions at JPMorgan Chase & Co. and Dominion Energy. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies and maintains significant in-house research and market roles, distinguishing it from many peers.

Justin Williams is a financial advisor with Eagle Strategies (New York Life) based in Houston, TX. He holds the ChFC® designation and has five years of industry experience. Prior to his current role, he worked at Bayou Capital Strategies LLC and has been affiliated with NYLIFE Securities LLC and New York Life Insurance Company since 2020. Additionally, he is appointed as an insurance broker for outside carriers, focusing on brokering non-registered insurance products. Eagle Strategies serves a diverse client base including individual investors and institutional clients, providing financial planning, investment management, and retirement plan advisory services. The firm emphasizes tailored recommendations and offers multiple advisory program types within an integrated New York Life structure.

Charlotte Campbell is a financial advisor with Kestra Advisory in Bellaire, TX, holding Series 63 and Series 66 licenses and 21 years of industry experience. She has worked at firms including Cetera and Hancock Bank before joining Kestra Advisory in 2024. Outside of advising, she consults on financial literacy content tailored for teens and supports an educational channel focused on wealth optimization and ethical stewardship. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering fiduciary services, plan design, employee education, and access to multiple management platforms and third-party solutions. The firm serves a diverse client base including very large institutional investors and sovereign wealth funds.

Christine Hoeller is a financial advisor with Eagle Strategies (NY Life) based in Houston, TX. She holds the ChFC® designation and has 37 years of industry experience. Her career includes over two decades with New York Life and its affiliated entities. Eagle Strategies serves a diverse client base including individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes tailoring recommendations to client objectives, operating primarily on a non-discretionary asset management basis within an integrated New York Life affiliate structure.

Alexander Jimenez is a financial advisor with Eagle Strategies (NY Life) based in Houston, TX. He holds Series 63 and Series 65 licenses and has four years of industry experience. His work history includes roles at Eagle Strategies, NYLife Securities LLC, and New York Life Insurance Co. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm offers multiple program types tailored to client objectives and plan sponsor criteria, with a significant portion of assets managed on a non-discretionary basis.

Jesal Patel is a financial advisor with Eagle Strategies (NY Life) based in Houston, Texas, holding Series 63 and Series 65 licenses and with 21 years of industry experience. He has worked with Eagle Strategies since 2010 and has been affiliated with New York Life and Nylife Securities Inc. since the early 2000s. Patel is a shareholder of NYLARC Holding Company, which reinsures life insurance policies written with New York Life. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers a variety of program types and emphasizes tailored recommendations, managing a significant portion of assets on a non-discretionary basis while operating within an integrated New York Life affiliate structure.

Richard Welch is a financial advisor at Empower Advisory Group with 18 years of industry experience. He holds Series 66, 65, and 63 designations. His prior roles include positions at GWFS Equities, Inc., Generation Equity, SolarWinds, Insight, and Capital One Investing LLC. 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 certain retail brokerage account holders. The firm integrates its services with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Fabian Palomino is a financial advisor at Citigroup Global Markets with 11 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Citigroup since 2019. Prior to that, he was with JP Morgan Chase Bank NA and JP Morgan Securities LLC from 2015 to 2019. Outside of his advisory work, he is involved in youth soccer coaching through S & N Soccer, LLC, providing private lessons to boys and girls. 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 with internal oversight and combines large institutional scale with specialized market roles.

Dagon Garris is a financial advisor with Eagle Strategies (NY Life) based in Houston, TX, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has been with Eagle Strategies since 2011 and maintains longstanding roles with Nylife Securities Inc. and New York Life insurance company, both since 2005. Garris serves as a member of the Rutgers School of Arts and Sciences Dean's Advisory Council, providing consultation and guidance to support the school’s mission and strategic goals. Eagle Strategies serves a diverse client base, including individual investors and institutional sponsors, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Heath Johnson is a financial advisor with Voya Financial Advisors, Inc. in Houston, TX, holding a Series 66 designation and 23 years of industry experience. He has been with Voya Financial Advisors since 2014 and also works as an independent insurance agent specializing in fixed insurance products. Voya Financial Advisors serves a diverse client base including individual and institutional investors, offering services such as financial planning, portfolio management, and plan-sponsor consulting through multiple program structures that emphasize non-discretionary recommendations.

Chloe Lander is a financial advisor at Empower Advisory Group with one year of industry experience. She holds Series 63 and Series 66 designations. Prior to joining Empower Advisory Group, she was affiliated with Empower Financial Services, Inc. and worked with One Love Travel Club for nine years. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm integrates its services with Empower’s recordkeeping and administrative platforms and emphasizes long-term portfolio returns and annual rebalancing in its planning approach.

Moyra Golden is a financial advisor with Citigroup Global Markets in Houston, TX, holding a Series 66 designation and 24 years of industry experience. She has worked with CITI Private Bank since 2010. Outside of finance, she owns Moyra Golden Fine Arts, where she produces and sells paintings. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs. The firm combines large institutional scale with specialized market roles, including in-house research and derivatives services.