Alan Salinas is a financial advisor with Valic Financial Advisors in Houston, TX, holding Series 63 and Series 65 licenses and having two years of industry experience. Prior to his advisory role, he worked for Menchies Frozen Yogurt for six years and is currently an agent selling non-securities insurance products with 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 account services through a large network of advisors. The firm manages approximately $29.2 billion and emphasizes centralized technology and model solutions to support its advisors.

Matthew Guthrie is a financial advisor at Valic Financial Advisors in Houston, TX, with six years of industry experience. He holds the Series 63, 65, and 66 designations. Outside of his advisory role, he works as a licensed real estate agent and assists clients with buying and selling homes. Valic Financial Advisors primarily serves individual investors, including high net worth clients and employer-sponsored retirement participants. The firm offers portfolio management and financial planning through a large network of advisors, utilizing discretionary unified managed accounts and overlay services on Envestnet’s platform.

Thomas Bass is a financial advisor with Independent Advisor Alliance, LLC, holding a Series 66 designation and 26 years of industry experience. He previously worked at Cambridge Investment Research Advisors and LPL Financial. Bass operates his advisory business through Independent Advisor Alliance and maintains related business entities for tax and investment purposes. 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 provides discretionary and non-discretionary portfolio management and leverages technology platforms to support estate planning and asset aggregation.

David Dickens is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Principal Financial Services. He has previously worked at Manulife Asset Management and John Hancock for 14 years. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm’s advisory offerings include financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Robert Horswell is a financial advisor with Valic Financial Advisors in Houston, TX. He holds a Series 66 designation and has one year of industry experience. Outside of his advisory role, he is 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 consulting services. The firm manages roughly $29.2 billion and supports nearly 1,300 advisors through a technology-driven platform and a combined advisory and broker-dealer structure.

Bradley Davis is a financial advisor with Valic Financial Advisors in Houston, TX, holding Series 63 and Series 65 credentials and bringing 14 years of industry experience. He has worked at VALIC Financial Advisors since 2011 and is currently associated with Agia. Outside of his advisory role, Davis owns several woodworking businesses, creating and selling custom furniture and wood items. Valic Financial Advisors 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.

Patrick Ricci IV is a financial advisor at VALIC Financial Advisors in Houston, TX, holding Series 63 and Series 65 licenses with eight years of industry experience. He has worked at VALIC Financial Advisors since 2017 and also spent time at Agia, where he is involved in non-securities insurance products. Prior to his advisory roles, he worked at Rawls College of Business. VALIC Financial Advisors 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 UMA models for portfolio construction.

Colin Hanks is a financial advisor at Empower Advisory Group with a Series 65 designation and five years of industry experience. His prior roles include positions at Personal Capital, the Houston Astros, and the University of Texas at San Antonio. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain retail clients. The firm utilizes an integrated model linked to Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Collin Cook is a CFP® professional with 10 years of industry experience, currently serving at VALIC Financial Advisors since 2015. He also holds a position as an agent with Agia, focusing on non-securities insurance products. Outside of his advisory work, Cook volunteers as Treasurer and Board Member for the Bellville Little League, where he manages accounting and payment processing duties. 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, utilizing Envestnet-developed UMA models for portfolio construction and management.

Aaron Spear is a financial advisor with NewEdge Advisors in Houston, TX, holding Series 63 and Series 66 licenses and 14 years of industry experience. His prior roles include positions at LPL Financial, Valic Financial Advisors, Bank of America, and Merrill. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, estates, and charitable organizations through a network of independent representatives. The firm offers a variety of portfolio management and consulting services and utilizes multiple program structures combining in-house manager selection and third-party strategies, supported by technology tools and centralized due diligence.

Garrett Gowan is a financial advisor with Valic Financial Advisors in Houston, TX, holding Series 63 and Series 65 licenses and possessing 14 years of industry experience. He has worked at Valic Financial Advisors since 2011 and is also associated with Agia in a non-securities insurance capacity. 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.

Ishmel Slaughter is a financial advisor at Valic Financial Advisors with Series 63 and Series 65 licenses and one year of industry experience. His work history includes roles at Valic Financial Advisors and Agia since 2024, as well as prior positions at Valic Financial AIG and PrimeWay Federal Credit Union. 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 discretionary unified managed accounts through a large network of advisors, leveraging centralized technology and model solutions to serve a high client count per advisor.

Cody Hamrick is a financial advisor with Valic Financial Advisors in Houston, TX, holding a Series 66 designation and six years of industry experience. He has worked at Valic Financial Advisors since 2018 and previously at Academy from 2012 to 2018. Outside of his advisory role, he is also an agent for 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, using Envestnet-developed UMA models to construct client portfolios.

Zachary Borens is a financial advisor with Valic Financial Advisors in Houston, TX, holding Series 63 and Series 65 licenses and bringing seven years of industry experience. He has worked at VALIC Financial Advisors since 2018 and also holds a position with AGIA, where he is involved in non-securities insurance products. 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 uses discretionary unified managed accounts and offers portfolio management and financial planning services through a large network of advisors, operating at scale with a significant client base and a reliance on centralized technology and model solutions.

Marisa Gu is a financial advisor at Goldman Sachs Wealth Services in Houston, TX, holding a Series 66 designation with less than one year of industry experience. Her prior experience includes roles at Ally Financial and Fidelity Investments, as well as work with educational institutions such as the University of Texas at Austin and several high schools. Goldman Sachs Wealth Services advises a diverse client base ranging from individual investors to institutional clients, offering financial planning, portfolio management, and specialized wealth programs supported by a comprehensive and integrated advisory platform within the broader Goldman Sachs ecosystem.

Ashton Brown is a Series 66 licensed financial advisor with Valic Financial Advisors in Houston, TX, with one year of industry experience. Prior to joining Valic, he worked at Comerica Bank for seven years and has held roles at Uber and Agia. Outside of his advisory work, he is appointed as an agent to sell non-securities insurance products and also works as a driver for Uber. 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 various overlay options.

Akanni Jones is a financial advisor with Valic Financial Advisors, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at Next Financial Group, Inc. and TIAA-CREF. Based in Houston, TX, he has been with Valic Financial Advisors since 2023. Valic Financial Advisors serves U.S.-based 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 and management.

Dana Smith is a financial advisor at Valic Financial Advisors with 11 years of industry experience. She holds the CFP® designation and a Series 66 license. Dana has been with Valic Financial Advisors since 2015 and has additional experience with AGIA since 2022. Outside of finance, she is involved in affiliate marketing focused on beauty products such as skincare and makeup, creating and sharing product-related content on social media. 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 via a large network of advisors, implementing discretionary unified managed accounts with a reliance on centralized technology and model solutions.

Robert Walsh is a financial advisor at Oppenheimer with 45 years of industry experience. He has been with Fahnestock & Co. Inc. since 2003. He holds Series 63 and Series 65 designations. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a broad range of programs and advisory services across equity, balanced, and fixed-income portfolios, delivered on both discretionary and non-discretionary bases.

Karly Hughes is a financial advisor with Valic Financial Advisors in Houston, TX. She holds a Series 66 designation and joined the firm in 2025. Prior to her current role, Hughes worked in various positions primarily within dental and medical-related organizations. She is also appointed as an agent to sell non-securities insurance products. Valic Financial Advisors 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 to construct client portfolios.