Alan Christensen is a CFA® charterholder with 16 years of experience in investment management. He has worked at Fayez Sarofim & Co. and its affiliated entities since 2010. Based in Houston, TX, he has been involved with multiple facets of the firm’s investment operations over this period. Fayez Sarofim & Co. provides discretionary investment management to institutional and individual clients, including pension plans, endowments, foundations, and registered investment companies. The firm is known for its centralized investment committee, bottom-up research approach focusing on large-cap, high-quality companies, and its role as a manager and sub-adviser to various investment funds.

Esmeralda Gonzales is a financial advisor at Valic Financial Advisors in Houston, TX, holding Series 63 and Series 65 licenses with three years of industry experience. Her prior work includes a decade at Orion Real Estate and a role as an agent selling non-securities insurance products for AGIA. She is also the owner of a cleaning company, though it is not currently active. 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 managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Kate Cleveland is a Series 66-licensed financial advisor with Valic Financial Advisors in Houston, TX, having two years of industry experience. Her background includes roles outside of finance, such as in food service and education, and she 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 clients and employer-sponsored retirement participants, offering portfolio management, financial planning, and unified managed accounts through a large network of advisors. The firm manages approximately $29.2 billion and supports close to 300,000 clients across more than 1,200 advisors.

Michael Roche is a financial advisor with Valic Financial Advisors in Houston, TX, holding a Series 66 designation and five years of industry experience. He previously worked at AGIA and spent several years at the University of Houston. In addition to his advisory role, Roche serves as treasurer for a youth select baseball team, managing team funds and donations on a volunteer basis. Valic Financial Advisors is an SEC-registered investment adviser and FINRA-member broker-dealer serving primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors.

Fatimah Uthman is a financial advisor at Valic Financial Advisors with seven years of industry experience. She holds the Series 66 designation and has previously worked at Corebridge Capital Services, J.P. Morgan Securities, Charles Schwab, and Bank of America. 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 unified managed accounts through a large network of advisors, leveraging centralized technology and model solutions to manage approximately $29.2 billion for close to 300,000 clients.

Selena Krampota is a financial advisor with Kestra Advisory Services, LLC, 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 is also associated with LifeBridge Financial Group since 2013. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad range of institutional and individual clients, offering services such as fiduciary consulting, plan design, employee education, and investment oversight. The firm manages approximately $79.8 billion in assets and serves large institutional investors, including sovereign wealth funds.

Alyssa Berry is a financial advisor with Valic Financial Advisors in Houston, TX, holding Series 63 and Series 65 licenses and seven years of industry experience. She has worked at Valic Financial Advisors since 2018 and previously at Flight Services International. Outside of her advisory role, she is also an agent involved in 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 and management.

Christine Tran is a financial advisor with PNC Wealth Management in Houston, TX, holding Series 63 and Series 66 licenses and bringing six years of industry experience. Her prior roles include positions at BBVA Wealth Solutions Inc., BBVA Securities Inc., BBVA Compass Insurance Agency, Inc., and Compass Bank. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio offering for employees that relies on algorithm-driven risk assessment and deploys investments via approved model strategies managed by PNC or third parties.

Maximo Lopez is a financial advisor with Valic Financial Advisors in Houston, TX, holding Series 63, 65, and 66 licenses and bringing 23 years of industry experience. His career includes roles at firms such as Mutual of Omaha and Allstate Life and Financial Services. Outside of his advisory work, Lopez is active in Toastmasters, serving as both a club member and area director, where he mentors members and assists in organizing speaking contests. Valic Financial Advisors 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 emphasizes centralized technology and model-based investment strategies.

Luther Mccollister is a CFP® with 14 years of experience in the financial services industry. He is currently with Valic Financial Advisors and has also held a position with Agia since 2022. Outside of advisory work, he serves as an agent offering non-securities insurance products. Valic Financial Advisors, Inc. 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 wrap programs, portfolio management, and financial planning services through a large network of advisors and utilizes discretionary unified managed accounts with tax-aware and impact overlays.

Brett Williams is a financial advisor with Corient in Houston, TX, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He previously worked at Avalon Wealth Management and Avalon Advisors. Since 2010, he has served as a director of the Cyvia and Melvyn Wolff Family Foundation. 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 corporate entities, using a goals-based, team investment approach that includes both in-house and third-party strategies.

John Kaleh is a financial advisor at Oppenheimer with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Fahnestock & Co. Inc., a division of Oppenheimer, for 23 years. 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 variety of programs that include discretionary and non-discretionary portfolio management, consulting, and retirement services across equity, balanced, and fixed-income portfolios.

Graydon Oliver is a financial advisor at Corient with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Avalon Wealth Management, LLC and Avalon Advisors, LLC. Graydon 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 and profit-sharing plans, charitable organizations, and corporations. The firm uses a goals-based, team investment approach that integrates in-house strategies with third-party managers and employs continuous portfolio monitoring and risk management tools.

Raymond Hayes Jr. is a financial advisor with Voya Financial Advisors, Inc. in Houston, TX, holding Series 66 and Series 63 credentials and 27 years of industry experience. His career includes positions at Kestra Advisory, Ameriprise Financial Services, and Citigroup Global Markets. He is also the managing director of ATRA VIR Capital, LLC. Voya Financial Advisors, Inc. is a large advisory and broker-dealer firm serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers financial planning, portfolio management, and retirement-plan advisory services through a combination of in-house and third-party strategies, with a focus on both discretionary and non-discretionary account management.

Kevin Torralba is a financial advisor with Valic Financial Advisors in Houston, TX, holding Series 63 and Series 65 licenses and having seven years of industry experience. He has been with Valic Financial Advisors since 2019 and also works with Agia. Outside of his advisory role, he is involved in non-securities insurance product activities. 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 wrap programs through a large network of advisors, utilizing discretionary unified managed accounts and a technology-driven investment approach.

David Anderson is a financial advisor at Principal Financial Services with 30 years of industry experience. He holds Series 63 and Series 66 licenses and has been affiliated with Princor Financial Services Corp and Principal Life Insurance Company since 2014. Outside of advising, he is involved in insurance brokerage activities related to life, fixed annuities, health, and group insurance products. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, charitable organizations, corporations, and active-duty U.S. military personnel abroad. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions under various advisory and promoter arrangements.

Nicole Saldivar is a financial advisor with Valic Financial Advisors in Houston, TX, holding a Series 66 designation and four years of industry experience. Her prior work includes roles at Agia, Allstate, Glorias, and Macys. Outside of financial advising, she creates social media content focused on travel and lifestyle brands across platforms such as Instagram, TikTok, and YouTube. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth clients, and offers managed-account programs, financial planning, and brokerage services. The firm uses Envestnet-developed UMA models for portfolio construction and manages approximately $26.4 billion in discretionary assets across about 1,239 advisors.

Matt Mc Intosh is a CFP® credentialed financial advisor with 10 years of industry experience at Brookstone Capital Management LLC in Houston, TX. He has been with Brookstone since 2016. Outside of advising, he is involved in insurance and annuity sales through multiple carriers. Brookstone Capital Management provides fee-based asset management and financial planning to a diverse clientele, including individuals, retirement plans, corporations, trusts, and other business entities. The firm employs a range of investment strategies, including strategic and dynamic asset allocation models, and offers portfolio management through its turnkey platform and wrap-fee program.

Braden Dawes is a financial advisor at Valic Financial Advisors in Houston, TX, holding a Series 66 designation with two years of industry experience. Prior to joining Valic, he has held roles at Agia and Saudi Aramco. 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 clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, leveraging Envestnet-developed portfolio models and maintaining a large advisor base.

Courtney Fleming is a financial advisor at VALIC Financial Advisors in Houston, TX, holding a Series 66 designation with four years of industry experience. Prior to joining VALIC, Fleming worked at Pure IT (Insperity) and Long View Systems. Outside of finance, Fleming performs improvisational comedy with Comedy Sportz Houston, participating both on stage and in various front-of-house roles. 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 UMA models for portfolio construction.