Mohammad Qureshi is a financial advisor with Valic Financial Advisors in Houston, TX, holding a Series 66 designation and 14 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Merrill, Empower Retirement, and independent insurance-based financial advising. He is also appointed as an agent to sell non-securities insurance products for 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 discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for client portfolio construction.

Lucia Cruz is a financial advisor with Valic Financial Advisors in Houston, TX, holding Series 63 and Series 66 licenses and having 21 years of industry experience. Her career includes roles at Agia, AIG Capital Services, American General Life Insurance, VALIC Financial Advisors, and JP Morgan. Outside of finance, she operates a photography business providing portrait, event, and art print services. Valic Financial Advisors serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors.

Mark Robare is a financial advisor with Osaic Advisory Services, LLC, holding the ChFC® designation and Series 63 and 65 licenses, with 39 years of industry experience. He has been involved with The Robare Group since 2001 as a partner and has held roles at Triad Hybrid Solutions, Triad Advisors, Inc., Robare & Jones Wealth Management, and Veravest Investment Advisors, Inc. In addition to investment advisory, he is licensed to recommend fixed annuities, life insurance, and long-term care products. Osaic Advisory Services, LLC is an SEC-registered enterprise advisor serving diverse clients including individuals, pension and profit-sharing plans, corporate and charitable entities, retirement plan participants, and sovereign wealth funds. The firm offers a variety of managed programs, retirement plan consulting, financial planning, annuity sub-account management, and access to alternative investments and donor-advised funds through a mix of fundamental and technical investment approaches and extensive platform integrations.

Christopher Halaska is a financial advisor with Corient in Houston, TX, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. His prior roles include positions at Avalon Wealth Management LLC and Memorial Hermann Health System. He serves on the Advisory Board for The University of Texas at Austin Master's in Finance program, providing program guidance and career mentorship to students. Corient offers investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, and charitable organizations. The firm utilizes a goals-based, team investment approach that integrates in-house strategies with third-party managers and specialized offerings through affiliated platforms.

Constantinos Parlas is a financial advisor with Valic Financial Advisors in Houston, TX, holding Series 63 and Series 65 licenses and having 11 years of industry experience. He has worked at AIG Capital Services since 2016 and with VALIC Financial Advisors since 2014. 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 UMA models for portfolio construction.

Joseph Soltero is a financial advisor with PNC Wealth Management in Houston, TX, holding a Series 66 designation and 13 years of industry experience. His prior experience includes roles at Morgan Stanley, E*TRADE Securities LLC, and Chase Investment Services Corp. PNC Wealth Management provides retail brokerage and advisory services primarily through model-based digital programs, serving clients via algorithm-driven portfolio strategies that utilize mutual funds and ETFs with annual rebalancing. The firm’s offerings include an invitation-only discretionary model account accessible to employees with existing PNC Bank online credentials.

Angela Wascom Gantt is a financial advisor with Sanctuary Advisors, LLC in Houston, TX, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. She worked for BlackRock Investments, Inc. for 20 years prior to joining Sanctuary Advisors. Gantt serves as a volunteer board member for The Family Place, a nonprofit aiding families affected by domestic violence, where she contributes to fundraising and service projects. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, trusts, and charitable organizations, through a network of over 400 independent advisers. The firm offers portfolio management, retirement plan consulting, and financial planning, employing a variety of analytical approaches and maintaining fiduciary standards when agreements are in place.

Jessica Knutson is a financial advisor with Valic Financial Advisors in Houston, TX. She holds Series 63 and Series 66 licenses and has two years of industry experience. Prior to joining Valic Financial Advisors, she worked at Cetera and Fidelity Investments, and has a background that includes roles outside the financial industry. 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 and other financial planning and brokerage services, utilizing Envestnet-developed UMA models and providing optional tax and impact overlay services.

Justin Kibler is a financial advisor at First Command Advisory Services with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Morgan Stanley, Merrill, and JPMorgan Securities LLC. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers.

Jared Sandlin is a financial advisor with Valic Financial Advisors in Houston, TX, holding Series 63 and Series 65 registrations and eight years of industry experience. He has worked at Valic Financial Advisors since 2017 and also holds a position as an agent with Agia, where he is involved in non-securities insurance products. Prior to Valic, he was employed with NCSA Next College Student Athlete. 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 and operating with approximately $26.4 billion in discretionary assets under management.

Matthew Crouch is a financial advisor with Valic Financial Advisors in Houston, TX, holding Series 63 and Series 65 licenses and possessing 11 years of industry experience. He has worked at Valic Financial Advisors since 2014 and is also associated with Agia as an agent for 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 UMA models to construct client portfolios.

Douglas White is a financial advisor at Farther with seven years of industry experience. He holds Series 65 and Series 66 registrations and has worked at NEXT Financial, TCG (HUB International), Family Houston, and Edward Jones. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a digital platform combined with in-person meetings. The firm employs an investment approach based on Modern Portfolio Theory, utilizing proprietary model portfolios and algorithmic rebalancing, and offers additional services including retirement plan consulting and recommendations on private investment funds.

Braxton Bartlett is a CFP® with seven years of industry experience, currently serving at Hightower Advisors. He has previously worked at STA Wealth Management, Wealth Enhancement Advisory Services, and LPL Financial. Bartlett is based in Houston, TX. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors such as pension plans, charitable organizations, corporations, and trusts. The firm employs a manager selection approach with multi-manager solutions, offering access to affiliated and third-party managers, proprietary research, and a range of investment vehicles.

Candace Whitaker is a financial advisor with Transamerica Financial Advisors, holding a Series 66 designation and having entered the industry in 2025. Her prior work experience includes positions at Hewlett Packard Enterprise and service in the US Army from 1999 to 2020. She is involved in charitable work through Honduran Hearts, Inc. Transamerica Financial Advisors serves a diverse client base, offering both advisory and broker-dealer services with proprietary and third-party investment models, supporting individual and institutional investors.

Derek Thorp is a financial advisor with Commonwealth Financial Network in Houston, TX, holding Series 63 and Series 66 licenses and 19 years of industry experience. His career includes prior roles at LPL Financial LLC, Wells Fargo Clearing, and Chase Investment Services Corp. Thorp is also the owner of MFG Wealth, LLC, a private entity facilitating securities, advisory, and insurance business. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 2,900 advisors and managing over $210 billion in client assets. The firm provides a broad adviser-support platform that includes managed-account programs and access to third-party asset managers, offering a range of investment options and back-office services.

Alberto Chavez is a financial advisor with Fifth Third Securities, Inc. based in Houston, TX. He holds Series 63 and Series 65 licenses and has 12 years of industry experience, with previous roles at JPMorgan Securities and Frost Investment Services. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, and institutions through investment advisory and brokerage services. The firm offers access to multiple managed account programs and portfolio management strategies via its Passageway platform, supported by a network of advisors.

Christopher Sarofim is a financial advisor at Fayez Sarofim & Co. with 29 years of industry experience and holds a Series 65 designation. He has been with Fayez Sarofim & Co. and its affiliated entities since 2010, including Sarofim International Management Company and Sarofim Trust Co. Fayez Sarofim & Co. provides discretionary investment management to a diverse group of institutional and individual clients, including pension plans, endowments, foundations, and registered investment companies. The firm employs a bottom-up research process with a focus on large-cap, high-quality companies and offers a range of equity and fixed-income strategies while generally avoiding derivatives, leverage, short selling, and market timing.

Tharindu Wanigatunga is a financial advisor with Valic Financial Advisors in Houston, TX. He holds a Series 66 designation and has one year of industry experience. Prior to joining Valic Financial Advisors, he worked in various roles across multiple industries, including medical technology and laboratory services. 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, leveraging centralized technology and model solutions to support its large client base.

John Lytle is a financial advisor at Corient in Houston, TX, holding a Series 66 designation with 12 years of industry experience. He previously worked for Avalon Wealth Management LLC and Avalon Investment & Advisory for 10 years. Corient provides investment advisory and financial planning services to a diverse client base including individuals, high-net-worth clients, trusts, pension plans, and corporations. The firm employs a goals-based, team investment approach integrating in-house strategies, third-party managers, and risk management tools, with capabilities in private funds and affiliated trust services.

Megan Assenmacher is a CFP®-certified financial advisor with 13 years of industry experience. She is currently with Empower Advisory Group and has previously worked at Bank of America and Merrill. 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 brokerage clients, using an integrated service model connected to Empower’s administrative platforms.