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 designations with two years of industry experience. Prior to joining Empower Advisory Group, he worked at Prosperity Bank for 17 years. 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 delivers services through an integrated model tied to Empower’s recordkeeping and administrative platforms, offering both point-in-time financial plans and optional managed account solutions.

Aaron Skutelsky is a financial advisor at Goldman Sachs Wealth Services with 13 years of industry experience. He holds Series 66 and Series 63 licenses and has worked at Goldman Sachs & Co. LLC since 2019, following roles 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, providing financial planning and portfolio management along with specialized wealth and support programs. The firm utilizes strategic allocation models and proprietary analytics and benefits from integration with the broader Goldman Sachs ecosystem, offering access to a wide range of financial services and investment options.

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 at Empower Advisory Group in Houston, TX, holding Series 66, Series 63, and Series 65 designations with four years of industry experience. His prior work includes roles at Truist, USAA, Broadway Bank, LPL Financial, Amherst Holdings, Capco, and the Federal Reserve Bank of Boston. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, alongside Empower Premier IRA and certain retail brokerage clients. The firm uses an integrated model connected to Empower’s recordkeeping and administrative platforms and emphasizes long-term portfolio returns, annual rebalancing, and clients’ savings rates in its financial planning approach.

Henry Lartigue III is a CFA® charterholder with 23 years of experience in the financial industry. He currently works at Corient, where he has been since 2023, following a 21-year tenure at Avalon Advisors, LLC. 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 corporate entities. The firm employs a goals-based, team investment approach that combines in-house strategies with third-party managers and incorporates risk management tools and alternative investments when appropriate.

David Tran is a financial advisor with Valic Financial Advisors in Houston, TX, holding Series 66 and Series 63 licenses and one year of industry experience. Prior to entering financial services, he spent 20 years at Flowers Baking Company of Houston. 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 and financial planning services through a large network of advisors and utilizes discretionary unified managed accounts supported by Envestnet’s platform and third-party model managers.

Tyler Chandler is a financial advisor with Empower Advisory Group in Houston, TX, holding Series 63 and Series 65 credentials and bringing 10 years of industry experience. He previously worked at GWFS Equities, Wells Fargo Clearing, and Wells Fargo Bank, N.A. Outside of his advisory role, Tyler owns and operates Chandler Carpet Care, a carpet cleaning business. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and retail brokerage clients. The firm offers integrated services connected to Empower’s recordkeeping platforms and emphasizes long-term portfolio returns with an optional managed account solution.

Joseph Webster is a CFP® credentialed financial advisor with five years of industry experience. He currently works at Cetera Planning Partners and has held roles at several affiliated firms including Cetera Wealth Services and Avantax. Webster is also involved with BCOR Administrative Services LLC, where he focuses on client service and collaboration with CPAs. Cetera Planning Partners serves individual and high-net-worth clients, particularly pre-retirees and retirees, offering investment management, comprehensive financial planning, Social Security optimization, and retirement advice. The firm integrates tax planning, bookkeeping, payroll support, and estate-planning services within a diversified, document-driven investment process supported by a broad Cetera network.

Andrew Wood is a financial advisor with Valic Financial Advisors in Houston, TX, holding the Series 66 designation and having 10 years of industry experience. His prior firms include Axa Advisors and AGIA, where he is also involved in selling non-securities insurance products. Valic Financial Advisors is an SEC-registered adviser and FINRA-member broker-dealer serving U.S. individuals, including high net worth clients and employer-sponsored retirement participants. The firm offers wrap programs, portfolio management, and financial planning through a large advisor network, employing discretionary unified managed accounts with tax-aware and ESG overlay options.

Bryant Tzul is a financial advisor at Valic Financial Advisors with one year of industry experience. He holds a Series 66 designation and previously worked in various roles including at Parawest Management and Luminate Financial. In addition to his advisory work, he is 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 portfolio management, financial planning, and unified managed accounts through a large network of advisors. The firm manages substantial assets and utilizes centralized technology and model solutions as part of its investment approach.

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.

Zhizhi Ma is a CFP® professional with 29 years of experience in the financial services industry. She is currently with Ameritas Advisory Services, LLC and has held roles at MIG-MA Investment Group and Ameritas Life Insurance Corp. Ma is also licensed as an independent insurance agent specializing in fixed insurance products. Ameritas Advisory Services, LLC provides advisory and planning services to a diverse client base, including individuals, retirement plans, and charitable organizations. The firm employs a range of investment strategies, utilizing model portfolios, mutual funds, ETFs, and individual securities, supported by multiple program platforms and third-party technology.