Melchor Martinez is a financial advisor with VOYA Financial Advisors, Inc. in Houston, TX, holding a Series 66 designation and bringing 13 years of industry experience. His work history includes roles at Merrill, Bank of America, AXA Advisors, and Equitable Advisors. VOYA Financial Advisors, Inc. provides financial planning, portfolio management, and retirement advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm combines in-house and external strategies with technology-enabled tools to deliver both discretionary and non-discretionary investment solutions.

Thuong Nguyen is a financial advisor with Transamerica Financial Advisors in Houston, TX, holding Series 63 and Series 65 credentials and bringing 16 years of industry experience. His work history includes roles at Transamerica Financial Advisors since 2015, LSPN Pro, LLC, Blue Cross and Blue Shield of Texas, and Advance Technical Resources. Outside of advisory services, he is involved in health insurance enrollment and education, as well as operating a business building computers. Transamerica Financial Advisors serves a diverse client base, including individuals, pension plans, trusts, and corporations, offering both advisory and broker-dealer services through proprietary and third-party model portfolios. The firm operates as both a registered broker-dealer and RIA, with affiliated retirement and recordkeeping entities supporting plan clients.

Teneshia Eleby is a Series 66-licensed financial advisor with Valic Financial Advisors in Houston, TX, bringing three years of industry experience. She previously worked at AIG from 2006 to 2022 and has been associated with Agia since 2023, where she is appointed as an agent to sell 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, using Envestnet-developed models for portfolio construction and management.

John Galloway is a financial advisor with VOYA Financial Advisors, Inc. in Houston, TX, holding Series 63 and Series 66 credentials and bringing 30 years of industry experience. His prior roles include positions at Voya Financial Partners, LLC, and MSI Financial Services, Inc. He is also an independent insurance agent and president of Galloway Kucera Financial, which provides financial planning and investment management services. VOYA Financial Advisors, Inc. is an enterprise-scale firm offering financial planning, portfolio management, retirement-plan advisory services, and access to third-party money managers for individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm combines in-house and external strategists with technology-enabled tools to manage mostly non-discretionary client accounts alongside discretionary wrap and unified managed account programs.

Kimberly Rehmeyer is a financial advisor at Integrated Wealth Concepts LLC with no prior industry experience. She has worked at Integrated Wealth Concepts since 2026 and has 18 years of experience at W&B Tax Firm PC. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, and family office services, utilizing a combination of internal management and third-party asset managers with a long-term investment approach.

Jason Neslony is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and bringing four years of industry experience. He has worked with Private Advisor Group and LPL Financial LLC since 2022, as well as with SWS Capital Investment LLC since 2019. Neslony is also involved with Neslony Capital LLC, a non-investment-related business entity. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm employs a fiduciary-based model using technology platforms and third-party managers to tailor investment strategies suited to client goals and risk tolerances.

Eleisha Marzetta is a financial advisor with Empower Advisory Group in Houston, TX. She holds Series 63 and Series 66 licenses and has one year of industry experience. Her prior roles include positions at Amerant Bank, Keller Williams - Remax Gen, and Comerica Bank. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and retail brokerage clients. The firm emphasizes long-term portfolio returns and integrates its advisory services with Empower’s recordkeeping and administrative platforms.

Julie Anderson is a financial advisor with VOYA Financial Advisors, Inc. based in Houston, TX, holding Series 63 and Series 65 licenses and with 31 years of industry experience. She has worked at VOYA Financial Advisors since 2014 and also operates Glaser Financial Services, where she provides insurance and financial services. VOYA Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers a range of services including financial planning, portfolio management, and retirement-plan advisory through a large network of advisers using both affiliated and unaffiliated investment products.

Horacio Gomez Rabago is a financial advisor with Oppenheimer, holding a Series 66 designation and bringing 24 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Citigroup Global Markets, UBS International, and Chase Investment Services. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a range of investment programs and advisory services, including discretionary and non-discretionary portfolio management, strategic asset allocation, and retirement consulting.

Tatum Garcia is a financial advisor at Valic Financial Advisors with one year of industry experience. Prior to joining Valic in 2025, Garcia held positions in various organizations including Vitalus Health and Flatbay Capital. Outside of advisory services, Garcia is appointed as an agent to sell non-securities insurance products. Valic Financial Advisors serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management and financial planning through a large network of advisors. The firm utilizes Envestnet’s platform for unified managed accounts and employs a centralized technology approach to manage approximately $29.2 billion in assets.

Mary Hollier is a financial advisor with Valic Financial Advisors in Houston, TX, holding Series 63 and Series 65 licenses and having 12 years of industry experience. She has worked at Valic Financial Advisors since 2013 and is also an agent with Agia, where she engages in 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 for portfolio construction.

Louis Merkle III is a financial advisor with Commonwealth Financial Network in Houston, TX, holding a Series 63 license and over 31 years of industry experience. He has been affiliated with Commonwealth Financial Network since 2006, with a brief tenure at Merkle Financial Group, which he co-owns. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients, offering a range of advisory programs and support services including wealth management, retirement plan consulting, and access to third-party asset managers. The firm provides operations, trading, technology, investment management, compliance, and practice-management support to its affiliated advisors.

Jaqueline Boyd is a financial advisor with Empower Advisory Group in Houston, TX, holding a Series 66 designation and having three years of experience in financial services. Her background includes positions at JPMorgan Chase and clinical research prior to joining Empower Advisory Group. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with certain retail brokerage clients. The firm emphasizes long-term portfolio returns and savings rates through integrated services aligned with Empower’s recordkeeping and administrative platforms.

Abel Olivares is a financial advisor with Centaurus Financial, Inc. in Houston, TX, holding a Series 63 designation and bringing 28 years of industry experience. He previously worked at Next Financial Group, Inc. for 13 years before joining Centaurus Financial in 2020. Outside of advisory work, Olivares is involved in several business activities including serving as CEO of 401K Hombre, which offers financial planning, insurance services, legal and tax service coordination, and real estate executive management, and he owns LaRyss Music, promoting a recording artist. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management through the CLASSIC Plus platform, retirement-plan consulting, and specialized services such as annuity and variable life sub-account management, employing both discretionary and non-discretionary arrangements with a variety of analytical approaches.

Sonia Dowell is a financial advisor at Goldman Sachs Wealth Services with 19 years of industry experience. She holds a Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2021, following six years at The Ayco Company, LP./Mercer Allied. Based in Houston, TX, she provides wealth management services within a large integrated financial firm. Goldman Sachs Wealth Services delivers financial planning, investment management, and advisory support to a diverse client base, including individuals, high-net-worth households, corporate participants, and institutional clients. The firm utilizes centralized investment resources and a combination of discretionary and non-discretionary managers, offering tailored programs such as Executive Wealth and Private Family Office support integrated across its affiliated entities.

Christy McCarthy is a financial advisor with Valic Financial Advisors in Houston, TX, holding Series 63 and Series 65 licenses and possessing 27 years of industry experience. She has worked at American General Financial Group since 2000 and is co-owner of McCarthy Pressure Washing Services, where she manages marketing and scheduling. 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 utilizing Envestnet’s platform, operating at scale with over 1,200 advisors and nearly 300,000 clients.

Alexander Mc Clain is a financial advisor at Prime Capital Financial with one year of industry experience. He holds a Series 65 designation and has previously worked at Lido Advisors, LLC, GoodLynx, and The Home Depot. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans with asset management, financial planning, qualified retirement plan services, and third-party manager selection. The firm offers family office services and manages accounts using a variety of strategic approaches, supported by an affiliated accounting subsidiary that provides tax planning and bill-pay services.

Jeffrey Young is a financial advisor with Valic Financial Advisors in Houston, TX. He holds Series 63 and Series 66 licenses and has 30 years of industry experience. He has worked at Valic Financial Advisors since 2004 and Sunamerica Capital Services, Inc. since 2013. Valic Financial Advisors, Inc. 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 investment advisor representatives.

Sean Cosme is a financial advisor at Valic Financial Advisors with a Series 66 designation and one year of industry experience. Prior to joining Valic, he held positions at Cost Plus World Market and Range USA, and has a background in full-time education spanning a decade. 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 manages approximately $29.2 billion and employs technology-driven discretionary unified managed accounts through a network of more than 1,200 advisors.

Sherif Zaki is a financial advisor with Oppenheimer, holding the Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Fahnestock & Co. Inc. since 2003. Outside of his advisory role, Zaki is the owner and president of Brightmind LLC, a single-person business unrelated to investment activities. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, retirement plans, and charitable organizations. The firm offers a wide range of investment and consulting services with both discretionary and non-discretionary management, maintaining custody of client assets while operating its broker-dealer and advisory businesses.