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 65 and Series 63 licenses. He has six years of industry experience, including roles at Northwestern Mutual and MassMutual. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and advisory services to individuals, corporate and retirement plan sponsors, charities, and businesses. The firm offers a range of financial planning and consulting services, combining advisor-led discretionary management with model-based strategies through proprietary and third-party platforms.

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.

Adedoyin Lawal is a financial advisor with Eagle Strategies (NY Life) based in Houston, TX. He holds Series 65 and Series 63 licenses and has one year of industry experience. Prior to joining Eagle Strategies, he worked at ExxonMobil Corporation for 25 years and spent two years at Rice University. Eagle Strategies serves a diverse range of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages a substantial portion of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

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 at Guardian Life with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Park Avenue Securities and Guardian Life in various roles since 2001. Outside of his advisory activities, he participates in a competitive BBQ cook team and provides life coaching focused on addiction recovery. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, businesses, and charitable organizations. The firm combines discretionary management and model-based strategies across proprietary and third-party platforms, providing tailored financial planning and consulting solutions.

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.

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 with United Planners' Financial Services of America, holding Series 66 and Series 63 licenses and four years of industry experience. His prior roles include positions at VALIC Financial Advisors, Inc., Agia, GWFS Equities, Inc., and AIG. United Planners Financial Services is a national wealth-management firm serving a diverse client base through independent Investment Adviser Representatives, using a variety of custodians and third-party programs to implement mostly non-discretionary investment strategies across individual, corporate, and institutional accounts.

Melani Faulkner is a financial advisor with Guardian Life and holds Series 65 and Series 63 licenses. She has four years of industry experience, including roles at Park Avenue Securities and Guardian Life. Outside of her advisory work, she has a part-time involvement with Ash Brokerage focusing on insurance. Guardian Life, through its subsidiary Park Avenue Securities LLC, provides brokerage and investment advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers a range of financial planning and investment management solutions, combining advisor-led discretionary management with model-based strategies and access to proprietary and third-party platforms.

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.

Jonathan Tran is a financial advisor at Transamerica Financial Advisors with 12 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Transamerica Financial Advisors since 2017. Outside of his advisory role, he is involved with VN Pro Life LLC and JJ & D Enterprises, LLC. Transamerica Financial Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers both advisory and broker-dealer services, providing access to proprietary and third-party investment models with discretionary and non-discretionary program options.

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.

Deborah Jones is a CFP® professional with 33 years of experience in financial planning and wealth management. She is currently with Cetera Planning Partners and has an extensive background including over two decades at Avantax Advisory Services and running her own firm, Jones Tax & Financial Services, Inc. In addition to her advisory work, she serves on the board of a local office association. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees by providing investment management, comprehensive financial planning, Social Security optimization, and retirement-related advice. The firm offers integrated services including tax planning, bookkeeping, payroll support, and estate planning through third-party providers, and utilizes a diversified, document-driven investment approach tailored to client objectives and risk tolerance.

Heather Holland is a financial advisor with Guardian Life, holding Series 65 and Series 66 licenses and one year of industry experience. Her prior roles include positions at Park Avenue Securities, United Planners via Trilogy Wealth Management, and tax specialist work at Dow Chemical. She also operates a tax preparation business serving individuals and a homeowners association in Houston. Guardian Life’s subsidiary, Park Avenue® Wealth Management, offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and provides access to proprietary and third-party platforms, including digital advisory solutions and integrated lending options.

Brandon Cisneros is a financial advisor with Voya Financial Advisors, Inc. in Houston, TX, holding Series 63 and Series 65 licenses and two years of industry experience. His prior positions include roles at First Command Brokerage Services, J.P. Morgan Chase & Co, and State Farm Insurance. Outside of his advisory work, he is the owner of Mine Mind LLC, a content creation business on YouTube used for marketing purposes. Voya Financial Advisors, Inc. is a large advisory and broker-dealer affiliate serving individuals, retirement plans, charitable organizations, and corporate clients. The firm offers financial planning, portfolio management, unified managed accounts, and retirement advisory services through a broad network of representatives, combining in-house and third-party strategies with technology-enabled tools.

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.