Matthew Kirby is a financial advisor with Brighton Jones LLC in Houston, TX, holding a Series 66 credential and four years of industry experience. His prior roles include positions at Cerity Partners LLC, Avion Wealth LLC, Park Avenue Securities, Guardian Life Insurance, Inspire Financial Group, Grant Thornton, LLC, and Oral Roberts University. Brighton Jones provides wealth-management and financial planning services to individual, high-net-worth, and family-office clients through multiple brands, offering discretionary and non-discretionary portfolio management, financial planning, tax preparation, real-estate consulting, and family office administrative support. The firm employs a whole-balance-sheet approach and maintains an affiliated ecosystem including private investment funds, trust company services, and legal services for certain clients.

James Nakfoor is a financial advisor with Sunbelt Securities, Inc. in Houston, TX, holding Series 65 and Series 63 licenses and having 14 years of industry experience. He has worked at Sunbelt Securities since 2018 and has been involved with Palm Street Capital since 1996. Sunbelt Securities, Inc. provides investment advisory and related services to individual, including high-net-worth, and institutional clients through a network of investment adviser representatives. The firm offers various strategies and portfolio management approaches tailored to client objectives, including a wrap-fee program and financial planning services.

Roy Longoria is a CFP®-certified financial advisor with 24 years of industry experience, currently serving at Sunbelt Securities, Inc. in Houston, TX. He has been with Sunbelt Securities since 2010 and also operates Shores Longoria Retirement Plan Consultants, focusing on 401(k) plan business. Outside of his advisory work, he is involved in local delivery services through two logistics companies. Sunbelt Securities serves a diverse client base including individual investors, charitable organizations, and corporate clients, managing approximately $2.0 billion across several thousand relationships. The firm provides portfolio management, financial planning, and consulting services through a network of investment adviser representatives.

Nnamdi Odi is a CFP® certificant with 17 years of industry experience, currently advising at Mercer Global Advisors Inc. in Houston, TX. His prior roles include positions at Westwood Wealth Management, Salient Capital L.P., and Fidelity, where he worked for over a decade. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, offering investment advisory alongside financial, tax, retirement, and estate planning services. The firm employs a globally diversified investment approach grounded in Modern Portfolio Theory and utilizes a blend of ETFs, index funds, separate account managers, and private funds.

Joseph Garcia is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and three years of industry experience. His prior work includes roles at the Internal Revenue Service in Research, Applied Analytics and Statistics, the Texas Juvenile Justice Department, and Central Texas College. Garcia also serves as a Human Resources Officer in the U.S. Army. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individual investors, employer-sponsored plans, trusts, and charitable organizations. The firm utilizes model portfolios and third-party managers across multiple advisory platforms to deliver its services.

Forrest Surles is a financial advisor with Eagle Strategies (NY Life) based in Houston, TX, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been associated with Eagle Strategies since 1999 and has longstanding affiliations with New York Life and related entities dating back to 1985. Outside of his advisory role, he volunteers with the Operation Game Thief Clay Tournament Committee, a philanthropic effort supporting Texas Game Wardens. Eagle Strategies serves a diverse client base including individual investors, institutional clients, and retirement plans, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes tailored recommendations, managing the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Juliana Cuervo is a Series 66-registered financial advisor with Citigroup Global Markets, based in Houston, TX. She has 17 years of industry experience, having previously worked at JPMorgan Securities LLC, JPMorgan Chase Bank NA, and Amerant Investments. 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 combines large institutional scale with unique market roles such as in-house research and swap dealer activities.

Laura Thompson is a financial advisor with Mercer Global Advisors Inc. in Houston, TX, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. She has been with Mercer Global Advisors since 2015, serving in various roles over that period. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments by providing investment advisory, financial, tax, retirement, and estate planning services. The firm’s investment approach relies on Modern Portfolio Theory and globally diversified, risk-appropriate portfolios using a combination of low-cost ETFs, index funds, separate account managers, and private funds.

Harold Minton is a Certified Financial Planner® with 20 years of industry experience, currently serving at Mercer Global Advisors Inc. in Houston, TX. His prior experience includes four years with Fidelity Investments. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, providing investment advisory and comprehensive financial, tax, retirement, and estate planning services. The firm’s investment approach is based on Modern Portfolio Theory and employs globally diversified, risk-appropriate portfolios using low-cost ETFs, index funds, separate account managers, and alternative investment platforms.

Caleb Brasel is a Financial Consultant at Fidelity Investments, where he has been serving since 2023. He assists clients in developing detailed financial plans focused on efficiency and risk management, emphasizing collaboration based on clients' financial goals and situations. Prior to his current role, Caleb worked as a Relationship Manager at Fidelity Investments from 2022 to 2023, and as a Financial Representative from 2021 to 2022. Outside of his professional responsibilities, Caleb has interests in fitness and visiting museums.

Hector Romero is a financial advisor at Citigroup Global Markets with six years of industry experience. He holds a Series 66 designation and has worked at several notable firms, including JPMorgan Chase, Bank of America, Merrill, and Wells Fargo. His career also includes roles outside of finance, such as positions at Amazon, Walmart, and Wayland Baptist University. 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 operates with institutional-scale resources and specialized market roles.

Robert McDonough is a financial advisor with United Planners' Financial Services of America and holds Series 63 and Series 65 licenses. He has 42 years of industry experience and has been associated with firms including Core USA Group since 2013, United Planners' Financial Services since 2011, Insurance Designers of Central TX since 2005, and operates McDonough Financial since 2003. United Planners Financial Services serves a diverse client base including individuals, corporations, charitable organizations, retirement plans, and institutional clients. The firm operates an open-architecture platform with multiple custodians and third-party money managers, offering a range of advisory models and both fee-based and commission-based options.

Michael Hipson is a financial advisor with Ameritas Advisory Services, LLC in Houston, TX. He holds Series 63 and Series 65 designations and has 31 years of industry experience. He has been with Ameritas Advisory Services since 2021 and has longstanding roles with affiliated Ameritas companies dating back to 2012. In addition to his advisory work, he is president of Hipson Benefits LLC, a company that sells health, dental, life, and ancillary insurance products to small businesses. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm utilizes a range of investment options and platforms, combining firm-developed and third-party models, mutual funds, ETFs, and individual securities, supported by an affiliated insurance and broker-dealer structure.

Ashley Coffman is a financial advisor with Empower Advisory Group in Richmond, TX, holding Series 63 and Series 66 designations and three years of industry experience. Prior roles include positions at TD Ameritrade, Charles Schwab & Co., Inc., and Regions Bank. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and certain retail brokerage account holders, using an integrated model aligned with Empower’s recordkeeping and administrative platforms.

Wan Yang is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked with multiple organizations, including Blue Cross Blue Shield and Humana, and has been involved with Transamerica Financial Advisors since 2012. Outside of his advisory work, Yang serves as Vice Chair of the Chinese Civic Center and Chairman of the Katy Chinese Service Center, where he also teaches music and art. Transamerica Financial Advisors offers investment advisory, brokerage, and retirement-plan services to a diverse client base, utilizing model portfolios and third-party managers across multiple platforms. The firm supports individual investors, high net worth clients, and employer-sponsored plans, managing approximately $1.7 billion in regulatory assets under management.

Cullen Brock is a financial advisor with Citigroup Global Markets, holding a Series 66 designation and 18 years of industry experience. His career includes roles at JPMorgan Chase Bank, Merrill, Bank of America, and Sentinel Trust Company prior to joining Citigroup. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs. The firm combines large institutional scale with unique market roles, including in-house research and securities pricing, and provides a broad range of advisory, execution, and custody services.

Mario Valenzuela is a financial advisor at Citigroup Global Markets with three years of industry experience. He holds a Series 66 designation and has previously worked at Santander Bank and Equivida, a life insurance company. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments, offering multi-asset, multi-manager investment advisory programs alongside broker-dealer execution and custody services. The firm is notable for its large institutional scale, in-house research capabilities, and roles as a swap dealer and futures commission merchant.

Juan Flores Saldana is a financial advisor with Eagle Strategies (NY Life) and holds Series 65 and Series 63 licenses. He has 10 years of industry experience, including roles at NYLIFE Securities LLC and New York Life Insurance Company since 2017. In addition to his advisory work, he is an insurance broker appointed with outside insurance carriers for non-registered insurance products. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, and corporate clients. The firm provides financial planning, investment management, and retirement-plan advisory services through a range of program types, with most assets managed on a non-discretionary basis.

Lawrence Okechukwu is a financial advisor with Transamerica Financial Advisors in Houston, TX, holding Series 63 and Series 65 credentials and five years of industry experience. He has worked at Transamerica Financial Advisors since 2018 and has been with World Financial Group, Inc. since 2015. Outside of finance, he serves as a library assistant for the Windham School District. Transamerica Financial Advisors serves individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers both advisory and broker-dealer services with a variety of proprietary and third-party investment models, operating as both a registered broker-dealer and registered investment adviser.

Gabriel Estrada Alvarez is a financial advisor at Citigroup Global Markets with 21 years of industry experience. He holds Series 63 and Series 66 designations and has been with Citigroup since 2013. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a variety of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and maintains distinctive institutional roles such as swap dealer and futures commission merchant.