Leslie Halpern is a financial advisor with Valic Financial Advisors in Houston, TX, holding Series 63 and Series 65 licenses and six years of industry experience. Prior to joining Valic in 2022, Halpern worked at Horace Mann Companies and Futurity First, among other firms. Outside of advising, Halpern is an insurance agent with Agia. Valic Financial Advisors serves U.S.-domiciled individual investors, including 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-developed models and operating with a large advisory team.

Rex Richards is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 26 years of industry experience. He has been with Commonwealth since 2009. His other business activities include fixed insurance sales conducted at his branch location. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs and support services. The firm offers discretionary model portfolios, customized program structures, and a platform that includes operations, trading, technology, compliance, and practice-management support.

Ami Shah is a financial advisor with Valic Financial Advisors holding the Series 66 designation and 11 years of industry experience. Shah has been with Valic Financial Advisors since 2016 and previously worked at multiple Cetera entities from 2014 to 2015. 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 consulting services through a large network of advisors, utilizing discretionary unified managed accounts and overlay services on Envestnet’s platform.

James Weston is a financial advisor at Corient in Houston, TX, with one year of industry experience. He holds a Series 66 designation and has worked at Corient since 2024. His prior roles include positions at DC Hill Wealth Management and the University of North Texas, as well as experience in the music and marine industries. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach that integrates in-house strategies with third-party managers, employs extensive risk management tools, and offers specialized private fund and trustee services through affiliates.

Jaden Enbysk is a financial advisor with Valic Financial Advisors in Houston, TX, holding Series 63 and Series 65 licenses with one year of industry experience. Prior to joining Valic Financial Advisors in 2025, he held roles at Barnes & Noble, Skyways Media, Cobot Nation, and Shelton & Steele. 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, financial planning, and discretionary unified managed accounts through a large network of advisors, leveraging centralized technology and model solutions at scale.

Danielle Lake Nestor is a financial advisor at Valic Financial Advisors with 16 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at AIG Retirement Advisors and Agia. Outside of her advisory role, she is an agent involved 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, and brokerage services, utilizing Envestnet UMA models and maintaining a large client base through a team of over 1,200 advisors.

Robert Cumming is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and 26 years of industry experience. He previously worked at Morgan Stanley from 2004 to 2011 before joining Private Advisor Group and LPL Financial in 2011. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering both discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model, utilizing various investment strategies and technology platforms while providing access to proprietary and third-party managed account solutions.

David Jesulaitis is a financial advisor at Corient with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Avalon Advisors, LLC and Avalon Wealth Management LLC. Jesulaitis has been with Corient and its related entities since 2023. Corient provides investment advisory and financial planning services to individual and high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach that combines in-house strategies with third-party managers, continuously monitoring portfolios with risk management tools and incorporating alternative investments when appropriate.

Kyle Mason is a financial advisor with VALIC Financial Advisors in Houston, TX, holding CFP® and ChFC® designations and the Series 66 license. He has four years of industry experience, including roles at Bank of America, Merrill, and AGIA. Outside of financial advising, Mason participates in affiliate marketing through Pinterest, posting product images linked to Amazon.com. VALIC Financial Advisors, Inc. serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, providing portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors. The firm manages approximately $29.2 billion and leverages centralized technology and model solutions across its advisory services.

Noel Thomas is a financial advisor at TIAA-CREF with a Series 66 credential and ten years of industry experience. He has previously worked at firms including MassMutual, Fidelity, TD Ameritrade, Merrill Lynch, and Agia. Outside of the financial sector, he is the owner of a collision auto repair business in Houston. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often serving those with pre-existing relationships through TIAA-administered employer retirement plans. The firm offers a range of advisory services including model portfolios and customized portfolio management under a fiduciary standard.

Douglas Alder is a CFA® charterholder with 15 years of industry experience. He has been with Fayez Sarofim & Co. since 2002 and is currently affiliated with Sarofim International Management Company in Houston, TX. Sarofim International Management Company provides discretionary investment management primarily to non-U.S. institutional clients, including pension plans, endowments, and insurance companies, while also serving corporations and high-net-worth individuals. The firm employs a bottom-up investment process with an emphasis on high-quality, large-cap multinational equities and capital preservation in fixed income, managing portfolios with low turnover and committee oversight.

Lilian Cadore is a financial advisor with Valic Financial Advisors, holding a Series 66 designation and 13 years of industry experience. She has worked at VALIC Financial Advisors since 2015 and is currently affiliated with Corebridge Capital Services, Inc. Outside of her advisory role, Cadore serves as president of a St. Vincent de Paul chapter, where she leads group meetings and helps coordinate assistance for those in need. Valic Financial Advisors primarily serves 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 advisor network, utilizing discretionary unified managed accounts and optional tax-aware and ESG overlay services.

Joseph Briggs is a financial advisor with Valic Financial Advisors in Houston, TX, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Directed Trust Company and IRA Plus Southwest. Outside of his advisory work, he has experience as an agent selling non-securities insurance products for AGIA and operated a photography business for six years. 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, utilizing Envestnet-developed UMA models for portfolio construction and management.

Sonja Simmons is a financial advisor with Valic Financial Advisors, holding a Series 66 designation and 20 years of industry experience. Her prior roles include positions at Fidelity Investments, Prudential Insurance Company of America, and Pruco Securities, LLC. She has also worked for United Airlines for over 25 years and 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, utilizing Envestnet-developed UMA models for portfolio construction.

Juan Perez Hernandez is a financial advisor with Valic Financial Advisors in Houston, TX, holding a Series 66 designation and four years of industry experience. His prior roles include positions at MassMutual Greater Houston and Progressive. Outside of advisory work, he is also an insurance agent with Agia, focusing on 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, utilizing Envestnet-developed UMA models for portfolio construction and management.

Michael Branham is a financial advisor with Valic Financial Advisors in Houston, TX, holding Series 63 and Series 65 credentials and having seven years of industry experience. He has worked at Valic Financial Advisors since 2018 and concurrently serves as an agent with Agia, focusing on non-securities insurance products. Prior to his advisory roles, he spent five years with Villasport Athletic Club & Spa. Valic Financial Advisors serves primarily 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.

Tommy Higgins is a CFP® professional with 11 years of experience in the financial industry, currently affiliated with Commonwealth Financial Network. He has been with Selah Financial Services since 2012 and is a co-owner of the firm. Outside of advisory work, he is involved in fixed insurance sales and co-owns Selah Real Estate, LLC, which manages commercial real estate. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors. The firm offers a variety of advisory programs and services, including discretionary model portfolios and customized investment solutions, while providing operational, compliance, and technology support to its affiliated advisors.

Scott Burman is a financial advisor with Valic Financial Advisors in Houston, TX, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked with Valic Financial Advisors and affiliated AIG entities since 2014. Outside of finance, Burman is the owner of Burman Vocal Productions, a voice-over talent business he has operated since 2008. 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 and operating at scale with over 1,200 advisors.

Bryant Johnson is a financial advisor with Valic Financial Advisors in Houston, TX, holding Series 63 and Series 65 designations and possessing 10 years of industry experience. He has been with Valic Financial Advisors since 2016 and is also an agent at Agia, providing non-securities insurance products. Valic Financial Advisors primarily serves 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 multiple wrap programs, utilizing a large network of advisors and technology-driven unified managed accounts.

Brian Wolf is a financial advisor with Valic Financial Advisors in Houston, TX, holding Series 63 and Series 65 licenses and has 12 years of industry experience. He has been with Valic Financial Advisors since 2014 and also has experience with SagePoint Financial and Agia. Outside of his advisory role, he is involved with Agia as an agent offering 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 provides portfolio management, financial planning, and unified managed account services through a large network of advisors and uses technology-driven solutions to manage a significant client base.