Michael Lauer is a financial advisor at VALIC Financial Advisors with 11 years of industry experience and holds the Series 66 designation. He previously worked at Next Financial Group, Inc. and JP Morgan Chase Bank. 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 services through a large advisor network, utilizing discretionary unified managed accounts and third-party model managers on Envestnet’s platform.

Kira Hill is a financial advisor with Valic Financial Advisors, holding a Series 66 credential and seven years of industry experience. She has worked previously at LPL Financial and has served as an agent for AGIA, selling non-securities insurance products. Outside of financial services, she works part-time as an internet safety rater, evaluating YouTube videos for age appropriateness and misinformation. 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, wrap programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction and management.

Samuel Frankfort is a financial advisor with Corient, holding Series 63, 65, and 66 licenses and 26 years of industry experience. He previously worked at Rock & Co LLC and Rockefeller Financial LLC from 2020 to 2024, and at Raymond James & Associates from 2016 to 2020. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, pension plans, charitable organizations, and corporate entities. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party managers, utilizing continuous portfolio monitoring and risk management tools.

Tatyana Sokolova is a financial advisor at Goldman Sachs Wealth Services, holding a Series 66 designation with one year of industry experience. Her prior roles include positions at Ayco and Meltser Law Group. Goldman Sachs Wealth Services serves a diverse client base, including individual investors, executives, and institutional clients, offering comprehensive financial planning and portfolio management with access to specialized wealth programs and alternative investments.

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.

Dylan Mc Dowell is a financial advisor at Corient with seven years of industry experience. He holds the CFP® designation and Series 66 license. His prior roles include positions at Avalon Advisors, LPL Financial, and AXA Advisors. Corient offers investment advisory and financial planning services to individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach that combines proprietary and third-party strategies with ongoing risk management and customized asset allocation.

Tanya Ferguson is a financial advisor with Valic Financial Advisors in Houston, TX. She holds a Series 66 designation and has been in the financial industry since 2025. Prior to joining Valic, she worked at Agia and was involved with the Interfaith Child Development Center. Tanya is also the author of a children’s book published on Amazon. 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 and providing various overlay options for portfolio customization.

Michael Hoctor is a financial advisor at Oppenheimer with 48 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Fahnestock & Co. Inc. since 2003. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations. The firm offers a wide range of investment programs and advisory services, delivering both discretionary and non-discretionary portfolio management and consulting.

Yevgeny Tunitsky is a CFP® professional with 17 years of industry experience, currently serving as a financial advisor at Oppenheimer since 2012. He previously worked at Morgan Keegan & Company, LLC from 2009 to 2012. Oppenheimer is a registered investment adviser and broker-dealer that serves a diverse client base including individuals, corporations, pension plans, and charitable organizations. The firm offers a wide range of investment and consulting services across equity, balanced, and fixed-income portfolios, with a notable emphasis on non-discretionary account management and custody of client assets.

Caroline Shelton is a financial advisor with Valic Financial Advisors in Houston, TX, holding a Series 66 designation and five years of industry experience. Her career includes roles at Agia and Equitable Advisors, as well as work at Texas A&M University and Deer Park High School. She 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, and offers discretionary managed-account programs, financial planning, and brokerage services. The firm utilizes Envestnet-developed UMA models for portfolio construction and manages approximately $26.4 billion in discretionary assets across its 1,239 advisors.

Jeffrey Young is a financial advisor at Oppenheimer with 40 years of industry experience. He has held positions at Citigroup Global Markets and Stanford Group Company before joining Oppenheimer in 2009. His credentials include Series 63 and Series 65 licenses. Oppenheimer serves individuals, corporations, pension and profit-sharing plans, and charitable organizations with a variety of investment and advisory programs. The firm offers equity, balanced, and fixed-income portfolio management using strategic and tactical asset allocation along with consulting and retirement services, operating with both discretionary and non-discretionary account structures.

Joshua Penner is a financial advisor with Valic Financial Advisors in Houston, TX. He holds Series 63 and Series 66 licenses and has 18 years of industry experience, including a decade at AIG Capital Services, Inc. and Valic Financial Advisors. 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 employs discretionary unified managed accounts using Envestnet’s platform and offers portfolio management and consulting services through a large network of investment advisor representatives.

Natalie Schieb is a financial advisor with Valic Financial Advisors in Houston, TX, holding Series 63 and Series 66 licenses and having nine years of industry experience. Her career includes roles at Corebridge Capital Services and American General Life Insurance. She is also appointed as an agent to sell non-securities insurance products for AGIA. Valic Financial Advisors primarily serves U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering wrap programs, portfolio management, and financial planning through a large network of advisors. The firm employs discretionary unified managed accounts with a technology-driven approach and manages approximately $29.2 billion across over 1,200 advisors.

Alexander Sanchez is a financial advisor at Oppenheimer with a Series 66 designation and one year of industry experience. Prior to joining Oppenheimer, he held positions at Charles Schwab and Pennington Wealth Management. Sanchez also has experience in education, including roles at Texas A&M University, Lone Star College, Texas Tech University, and Cypress Ranch High School. Oppenheimer is a registered investment adviser and broker-dealer that serves individuals, corporations, pension plans, charitable organizations, and pooled investment vehicles. The firm offers a broad range of programs and advisory services, including discretionary and non-discretionary portfolio management, consulting, and retirement services.

Curtis Wiley is a financial advisor with Carson Wealth, holding Series 63 and Series 66 designations and bringing 25 years of industry experience. His career includes roles at Wealth Standard Financial, LPL Financial, Amegy Bank/Zion Bank, and other financial institutions. Outside of his advisory work, he performs as a guitarist for the Living Word Fellowship Church. CWM, LLC is an SEC-registered investment adviser operating an enterprise platform with more than 650 advisors and approximately $50.6 billion in assets under management. The firm serves corporate, institutional, and high-net-worth clients by providing discretionary asset management, financial planning, and retirement plan services through a model portfolio approach supported by various technology and custodial partnerships.

Bradley Mouser is a financial advisor at Empower Advisory Group in Houston, TX, holding Series 63 and Series 66 licenses with two years of industry experience. Prior to joining Empower, he worked at Prosperity Bank for seventeen years. Empower Advisory Group primarily serves employer-sponsored retirement plan sponsors and their participants, offering financial planning and investment management through an integrated model linked to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and savings rates in its planning services and manages a large client base relative to its advisor headcount.

Aaron Skutelsky is a financial advisor with Goldman Sachs Wealth Services in Houston, TX, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. His prior roles include positions at The AYCO Company, L.P./Mercer Allied, Bank of America, N.A., and Merrill Lynch Pierce Fenner & Smith Incorporated. Goldman Sachs Wealth Services serves a diverse client base including individual investors, executives, plan sponsors, and institutional clients. The firm offers customized financial planning and portfolio management, leveraging integrated teams and proprietary research tools within the broader Goldman Sachs ecosystem.

Rebecca Wesley is a Series 66-licensed financial advisor with 20 years of industry experience, currently with Valic Financial Advisors. Her prior roles include positions at LPL Financial, Fidelity Investments, and Invesco Advisers, Inc. Outside of financial advising, she works as a licensed realtor, assisting clients with buying, selling, and leasing homes. Valic Financial Advisors primarily serves U.S. 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.

Weslie Hollas is a financial advisor with Valic Financial Advisors in Houston, TX, holding Series 63 and Series 65 licenses and having 19 years of industry experience. He has worked at VALIC Financial Advisors since 2010 and at Agia since 2022. Outside of his advisory role, he co-owns and operates Middle School Matchup Houston, a local youth baseball tournament. 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 wrap programs through a large network of advisors, utilizing discretionary unified managed accounts and overlay services with a focus on technology and model-driven solutions.

Eric Brown is a financial advisor with Empower Advisory Group in Houston, TX, holding Series 63, Series 65, and Series 66 licenses and four years of industry experience. His prior roles include positions at Truist, USAA, Broadway Bank, LPL Financial, Amherst Holdings, Capco, the Federal Reserve Bank of Boston, and Parallax Investments, LLC. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage clients. The firm integrates services with Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns and client savings rates in their planning approach.