Joel Garrett is a financial advisor with Valic Financial Advisors in Houston, TX, holding Series 63 and Series 66 licenses and five years of industry experience. His prior roles include positions at LPL Financial, Wealth Standard Financial, and CWM, LLC. Outside of advising, he is a co-owner of Actikare, a caregiving agency serving elderly and disabled clients, and serves as an agent for non-securities insurance products at Agia. Valic Financial Advisors primarily serves U.S. individual clients, including high net worth and ultra-high net worth individuals, as well as employer-sponsored retirement participants. The firm offers managed account programs and financial planning services, leveraging centralized technology and model solutions across a large network of advisors.

Jamie Andersen is a financial advisor at Valic Financial Advisors with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Lincoln Financial Advisors, Lincoln Financial Distributors, Inc., and Nationwide Financial. 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-developed UMA models with options for tax and impact overlay services.

Hunter Kirkland is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 licenses and eight years of industry experience. His previous roles include positions at VALIC Financial Advisors and Transamerica Investors Securities Corporation. Outside of advising, Kirkland operates a sole proprietorship providing accounting and bookkeeping services for small businesses. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through managed advice programs and investment education services, utilizing proprietary portfolio construction tools provided by Morningstar Investment Management. The firm manages a large client base with a focus on asset allocation and retirement planning guidance.

Kendra Mccartney is a financial advisor with Goldman Sachs Wealth Services in Houston, TX, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She has worked at Goldman Sachs & Co. LLC since 2021 and spent 22 years at The Ayco Company, L.P. Goldman Sachs Wealth Services offers financial planning, investment management, and advisory support to a diverse client base, including high-net-worth individuals, corporate participants, and institutional clients. The firm utilizes centralized investment resources and a range of discretionary and non-discretionary managers, providing tailored solutions such as private family office support and retirement plan education.

Vyvyann Wong is a financial advisor with Valic Financial Advisors in Houston, TX, holding Series 63 and Series 66 licenses and possessing 12 years of industry experience. She has been with Valic Financial Advisors since 2013 and also holds a role as an agent with Agia, focusing on 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, consulting, and brokerage services through its broker-dealer operations.

Hengzhe Li is a CFA® charterholder with five years of experience at Fayez Sarofim & Co. He previously held positions at Columbia University and Wells Fargo NA. He is based in Houston, TX. Fayez Sarofim & Co. provides discretionary investment management to institutional and individual clients, including pension plans, endowments, and mutual funds. The firm employs a bottom-up research process focused on large-cap, high-quality companies and offers a range of equity and fixed-income strategies, avoiding derivatives, leverage, and short selling.

Brandon Shaughnessy is a financial advisor with Valic Financial Advisors in Houston, TX, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. His work history includes roles at AIG Capital Services and Sewell Infiniti of North Houston. Outside of advising, he owns a family office investment vehicle for managing his family's brokerage account. Valic Financial Advisors primarily serves 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, leveraging centralized technology and third-party models.

Eric Soto Fernandez is a financial advisor with Valic Financial Advisors in Houston, TX. He holds Series 63 and Series 66 licenses and has been working in the financial services industry since 2022, including roles at Bank of Texas and Ameriprise Financial. He is also appointed as an agent to sell non-securities insurance products for 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 for portfolio construction.

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.

Marlana Splettstosser is a financial advisor with Citigroup Global Markets, holding a Series 66 credential and 18 years of industry experience. She has been with Citigroup Global Markets since 2016. Outside of her advisory role, she owns a land, cattle, and timber business, and also holds ownership positions as a notary public and in health insurance. 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 institutional capabilities, including in-house research and futures commission services.

Sara Parrish is a financial advisor with Integrated Wealth Concepts LLC in Houston, TX, holding a Series 66 designation and 17 years of industry experience. She previously worked at Equitable Advisors and Axa Advisors, LLC. Parrish is also the owner of Sara Wealth Management, LLC. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a large network of independent advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, utilizing customized portfolios with a primarily long-term investment approach.

Nestor Barrera is a financial advisor at Valic Financial Advisors with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Valic since 2008, with prior experience at AIG Capital Services and AIG Retirement Advisors. Outside of his advisory work, he manages and maintains two single-family rental homes. Valic Financial Advisors primarily serves 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 and financial planning through a large advisor network, utilizing discretionary unified managed accounts and centralized technology platforms.

Michael Sheffler is a financial advisor with Valic Financial Advisors in Houston, TX, holding Series 63 and Series 65 credentials and having 21 years of industry experience. He has been with Valic Financial Advisors since 2005 and also holds an agent position at Agia, where he is involved with non-securities insurance products. Valic Financial Advisors primarily serves 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 consulting services, utilizing discretionary unified managed accounts and centralized technology to support a large client base.

Rickey Carlson is a financial advisor with Valic Financial Advisors in Houston, TX, holding Series 63 and Series 65 credentials and 16 years of industry experience. He has previously worked at firms including AIG Capital Services, Inc., LPL Financial, and Symphony Financial, Ltd. Co. Outside of advisory services, he is appointed as an agent to sell non-securities insurance products for 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 with a focus on diversified asset allocation and periodic rebalancing.

Corey Steinmann is a financial advisor with Valic Financial Advisors in Houston, TX, holding Series 63 and Series 65 registrations. He has 10 years of industry experience and has been with Valic Financial Advisors since 2016. Additionally, he has a role as an agent at AGIA, where he works with non-securities insurance products. Valic Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, and employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and consulting services through a large network of advisors and utilizes discretionary unified managed accounts with overlay services for taxable equity portfolios.

Tiffany Hart is a financial advisor at Valic Financial Advisors in Houston, TX, holding a Series 66 designation with one year of industry experience. She previously worked at Amegy Bank, Goosehead Insurance, and Wells Fargo Bank. Outside of her advisory role, she has been involved with Whiskey Time Farm since 2019. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers managed-account programs, financial planning, consulting, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Michael Laible is a financial advisor with Valic Financial Advisors in Houston, TX, holding Series 63 and Series 65 licenses and having nine years of industry experience. Prior to joining Valic Financial Advisors in 2017, he worked at Texas A&M University for one year and has held an agent role at Agia since 2022, focusing on non-securities insurance products. Valic Financial Advisors serves a broad range of U.S. clients, including high and ultra-high net worth individuals and employer-sponsored retirement participants, offering portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors and a technology-driven approach.

Samuel Onstead is a Series 65-licensed advisor at Corient in Houston, TX, with two years of industry experience. His background includes roles at Corient Services LLC, CIPW Service Company, LLC, and Avalon Investment & Advisory, as well as four years at Abilene Christian University. 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 combines in-house strategies with third-party manager solutions and incorporates risk management tools and alternative investment options when appropriate.

Marcia Locher is a financial advisor with Oppenheimer in Houston, TX, holding a Series 63 designation and 44 years of industry experience. She has worked at Oppenheimer since 2004 and previously at UBS Financial Services from 2000 to 2004. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers a broad range of programs with both discretionary and non-discretionary management, spanning equity, balanced, and fixed-income portfolios, and maintains custody of client assets as a qualified custodian.

Alexis Murillo is a financial advisor with Valic Financial Advisors in Houston, TX, holding Series 65 and Series 63 licenses and possessing one year of industry experience. Prior to his current role, he has held positions at Valic Financial Advisors, Agia, Stellar Bank, Soft Touch Dental Spa, Comerica Bank, Men’s Wearhouse, and McDonald’s. He is also appointed as an agent to sell non-securities insurance products for Agia. 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 consulting through a large network of advisors, utilizing discretionary unified managed accounts with advanced technology and model solutions.