Heather Ford is a CFP® professional with eight years of industry experience. She has been with Mercer Global Advisors Inc. since 2017, holding various roles within the firm. Prior to that, she worked at Kanaly Trust and Southwest Business Consultants. Mercer Global Advisors provides investment advisory and related planning services to a diverse client base including individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm’s investment approach is based on Modern Portfolio Theory, focusing on globally diversified, risk-appropriate portfolios with multi-factor tilts and tax management, utilizing a range of investment vehicles and platforms.

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.

Youhong Wang is a financial advisor with Transamerica Financial Advisors in Houston, TX, holding Series 63, 65, and 66 credentials and bringing 13 years of industry experience. His background includes roles at Cameron International Corporation and operating an accounting and tax consulting business, YH Wang CPA LLC. He also serves as an accountant for Interstate Jordan Ranch LLC and established a private family foundation, the GT Wang Family Foundation. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and charitable organizations, offering both advisory and broker-dealer services through proprietary model portfolios and third-party managers.

Erin Battistello is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and bringing 20 years of industry experience. Prior to joining Goldman Sachs in 2021, she spent 16 years at The AYCO Company, L.P./Mercer Allied. She serves as Treasurer for the Seven Lakes Junior High Theater Booster Club, a nonprofit organization in Katy, TX. Goldman Sachs Wealth Services offers financial planning, investment management, and advisory support to a diverse client base, including individual and high-net-worth households, corporate participants, and institutional clients. The firm utilizes centralized investment resources and model portfolios, providing tailored services such as Executive Wealth and Private Family Office support within an integrated financial group.

Meredith Rice is a CFP® professional with 19 years of industry experience. She has worked at Mariner Wealth Advisors since 2019 and previously spent 12 years at Patriot Wealth Management, Inc. She is based in Houston, TX. Mariner serves a diverse client base including high-net-worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds. The firm offers customized investment management, financial planning, retirement plan consulting, and coordinated tax and family office services, combining in-house research with third-party managers across a range of asset classes and strategies.

Stanley Tan is a financial advisor at Transamerica Financial Advisors with eight years of industry experience. He holds Series 65 and Series 63 licenses and operates Stanley T Tan PLLC, providing accounting, bookkeeping, and tax compliance services as a CPA. Tan is also active as a real estate sales agent in Texas and offers financial education workshops through Canyon Lake PWM LLC. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and corporations. The firm provides advisory and broker-dealer services through proprietary model portfolios and third-party money managers, delivering both discretionary and non-discretionary investment options.

Terry Parham is a financial advisor at Private Advisor Group, LLC with 13 years of industry experience. He holds the CFP® and ChFC® designations along with Series 63 and Series 65 licenses. His prior experience includes roles at Innovative Wealth Building, LLC and Pruco Securities LLC, among others. He is also a licensed independent insurance agent and occasionally offers insurance products to clients. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, providing portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model, utilizing both proprietary and third-party investment strategies and technology platforms.

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.

Yesenia Beltran is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 65 and Series 63 licenses and bringing eight years of industry experience. Her prior experience includes roles at LPL Financial, PFS Investments Inc., JP Morgan Chase Bank, and Primerica Financial Services. Beltran is based in Houston, TX. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets through a large advisor network and employs diversified, risk-class based investment strategies blending passive and active management.

Eduardo Iniguez is a financial advisor at Integrity Alliance, LLC with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Brokers International Financial Services and J P Turner & Company LLC. Outside of his advisory role, he operates an independent insurance agency focused on fixed and health insurance products. Integrity Alliance is a large advisory and brokerage network serving individual investors, corporations, and qualified retirement plans with over 300 advisors managing approximately $5.4 billion in client assets. The firm offers portfolio management, financial planning, and access to third-party managers through various platforms, utilizing a range of investment allocation strategies.

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.

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.

Gregory Kallus is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 66 credentials and 24 years of industry experience. His prior experience includes roles at Penn Mutual Life Insurance Company, Calderwood Financial Strategies, and several other firms. In addition to his advisory work, he is active as an insurance agent, focusing on insurance sales and service, including Penn Mutual life products. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans by offering advisory programs, financial planning, and retirement plan consulting. The firm operates as both an SEC-registered adviser and FINRA-member broker-dealer, supporting a range of investment strategies with discretionary and non-discretionary account options.

John Dowdall is a financial advisor with Planmember Securities Corporation in Fulshear, TX, holding a Series 63 designation and 27 years of industry experience. He has worked at Elite Plus Financial & Retirement Services since 2018 and previously with College Funding Solutions, Texas Infinite Wealth Planners, and Metropolitan Life Insurance Company. Outside of his role at Planmember, he is a financial representative at Elite Plus Financial & Retirement Services, where he is involved in the sales of securities and insurance products. Planmember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans and offering participant-level investment options through its PlanMember Asset Allocation Portfolios. The firm employs a top-down strategic asset allocation framework and manages unitized, risk-based mutual fund portfolios ranging from conservative to aggressive.

Juan Campos Ortiz is a financial advisor with PNC Wealth Management in Houston, TX, holding Series 63 and Series 65 licenses and with 14 years of industry experience. He has worked in various capacities within BBVA-affiliated firms from 2014 to 2021 before joining PNC Investments in 2021. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account for employees that utilizes algorithm-driven risk assessment and implements approved model strategies via mutual funds and ETFs with annual rebalancing.

Quan Nguyen is a financial advisor with Eagle Strategies, affiliated with New York Life, holding Series 63 and Series 65 credentials and possessing two years of industry experience. His background includes roles at NYLife Securities LLC and ExxonMobil Chemical Company, as well as involvement with QL Housing LLC. Eagle Strategies serves a diverse client base, including individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services. The firm offers a range of program types and emphasizes tailored recommendations, with most assets managed on a non-discretionary basis.

Sean Power is a CFP® with 23 years of industry experience. He is currently with Empower Advisory Group and Empower Financial Services, Inc. since 2025. His prior experience includes roles at The Vanguard Group and Charles Schwab. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm offers integrated services aligned with Empower’s administrative platforms, emphasizing long-term portfolio returns and annual rebalancing.

Connor Lo Cascio is a financial advisor at Citigroup Global Markets with two years of industry experience. He holds a Series 66 designation and has previously worked at several firms including Jordan Park Group, Drive Wealth Advisers, and Brigham Capital. His background also includes multiple roles at Brigham Young University and experience outside the financial industry, such as work with The Church of Jesus Christ of Latter-Day Saints. 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 employs multi-asset, multi-manager strategies through both discretionary and non-discretionary programs and maintains unique market roles including in-house research and acting as a swap dealer and futures commission merchant.

Rich Eagar is a Series 65 licensed financial advisor at Prime Capital Financial with 13 years of industry experience. He has worked at Prime Capital Investment Advisors, LLC since 2017 and previously at Ascende Wealth Advisers, Inc. from 2011 to 2017. Outside of his advisory role, he is a member of CHHSZ Holdings, LLC, which owns Prime Capital Investment Advisors. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans. The firm offers a range of services including asset management, financial planning, qualified retirement plan services, family office offerings, and uses both discretionary and non-discretionary investment approaches incorporating core/satellite, thematic, and tactical strategies.

Mark Johnson is a Series 65-licensed financial advisor with four years of industry experience. He is currently with Cerity Partners LLC and previously worked at Aspiriant Independent Wealth Management, Presidio Wealth Partners/Hightower Advisors, and Durbin Bennett Private Wealth Management/Maslow Wealth Advisors. Earlier in his career, he was involved with a baseball academy and has experience outside finance in that area. Cerity Partners advises a diverse client base including individuals, families, trusts, business entities, and institutional investors, managing approximately $166.2 billion in client assets. The firm offers customized wealth management services and employs an investment approach centered on client-specific profiles, quantitative screening, and both third-party and direct security selection, with additional access to alternative and private market solutions for qualified clients.