William Schorp is a financial advisor with Private Advisor Group, LLC in Houston, TX, holding a Series 66 designation and 18 years of industry experience. He has worked at Private Advisor Group and LPL Financial since 2012 and previously at Concourse Financial Group Securities, Inc. from 2008 to 2012. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model and uses a range of investment strategies implemented through proprietary and third-party platforms.

Keyton Rizzo is a financial advisor at Oppenheimer with one year of industry experience. He holds a Series 66 designation and previously worked in the restaurant and winery industries, including roles at Saltgrass Steakhouse and Kuhllman Cellars. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a broad range of programs and advisory services across equity, balanced, and fixed-income portfolios, with both discretionary and non-discretionary management options.

Kell Grady is a financial advisor with Valic Financial Advisors in Houston, TX. He holds Series 65 and Series 63 licenses and has less than one year of industry experience. His prior work includes roles at Texas Financial Advisors, Target, and various educational institutions. 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 offers wrap programs, portfolio management, and financial planning services through a large network of representatives, utilizing Envestnet’s platform and third-party model managers.

Donald Traugott is a financial advisor with Brookstone Capital Management LLC, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He has worked at several firms, including TRAUGOTT Advisory Group, Equitable Advisors, and Thrivent Investment Management. Outside of advisory services, he is involved in fixed insurance sales. Brookstone Capital Management provides fee-based asset management and financial planning to individuals, retirement plans, corporations, trusts, and other business entities. The firm offers investment solutions through a turnkey asset management platform and employs a strategic blend of asset-allocation models, ETFs, mutual funds, individual securities, and options-enhanced strategies.

Emiliano Saenz is a financial advisor at Valic Financial Advisors with Series 66 credentials. He joined the firm in 2025 and has prior experience as a student at the University of Texas Rio Grande Valley. 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, utilizing centralized technology and model solutions to support its client base.

Brandon Atkinson is a financial advisor with Valic Financial Advisors in Houston, TX, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He has been with Valic Financial Advisors since 2015 and also serves as an agent for non-securities insurance products with Agia since 2022. 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, consulting, and brokerage services, utilizing Envestnet-developed UMA models to construct client portfolios.

Tom Lam is a financial advisor at VOYA Financial Advisors, Inc. with one year of industry experience. He holds Series 63 and Series 65 licenses and has worked at Corebridge Capital Services, Inc. and American General Life Insurance since 2025. Outside of finance, he is involved with ZenCosmic Jiu Jitsu. VOYA Financial Advisors, Inc. is a large enterprise-scale advisory and broker-dealer affiliate of Voya Financial, offering financial planning, portfolio management, and retirement plan advisory services to individuals, institutional clients, and charitable organizations. The firm combines model portfolios, third-party managers, and technology-enabled tools to deliver both discretionary and non-discretionary investment solutions.

Angela Bryant is a financial advisor with VOYA Financial Advisors, Inc. in Houston, TX, holding Series 63 and Series 65 licenses and with 15 years of industry experience. She has been with VOYA Financial Advisors since 2015. Bryant also serves as secretary for the nonprofit organization Q’ing for a Cause and operates as an independent insurance agent specializing in fixed insurance products. VOYA Financial Advisors, Inc. provides financial planning, portfolio management, and retirement-plan advisory services to individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm emphasizes investment policy statements, model allocations, and a combination of in-house and external strategists to deliver a range of managed account solutions through a large network of investment adviser representatives.

Alexander Spiller is a CFP® and Series 65-registered financial advisor at MAI Capital Management, LLC with eight years of industry experience. He previously worked at WCG Wealth Advisors, LLC and has been associated with Treloar & Heisel, LLC for over a decade, where he is involved in the sale of fixed insurance products. Spiller also served in the US Army for nine years. MAI Capital Management, LLC provides investment management, wealth management, retirement plan consulting, and family-office services to a diverse client base including individuals, families, sports professionals, trusts, and institutional clients. The firm manages $72.3 billion in assets and offers a range of portfolio strategies implemented through various management structures, integrating financial planning and tax services into many client relationships.

Zachary Davenport is a financial advisor at Valic Financial Advisors with one year of industry experience. He holds a Series 66 designation and previously worked at J.B. Hunt. Davenport also serves as an agent for AGIA, where he sells non-securities insurance products. Valic Financial Advisors serves primarily U.S. individuals, including high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and unified managed account services through a large network of advisors and uses advanced technology platforms to support its client solutions.

Gregory Rivine is a ChFC® credentialed financial advisor with 19 years of industry experience, currently affiliated with Eagle Strategies (NY Life) in Houston, TX. He has been with Eagle Strategies since 2016 and also maintains roles with Nylife Securities, LLC and New York Life Insurance since 2015. Outside of his advisory work, he invests personally in cryptocurrency offerings. Eagle Strategies serves a diverse client base including individuals, institutions, and retirement plans, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and predominantly manages assets on a non-discretionary basis, operating within an integrated New York Life affiliate structure.

Zachary Turman is a financial advisor at Corient with a Series 66 designation and three years of industry experience. His prior roles include positions at Avalon Wealth Management LLC and Baker Hughes. Corient provides investment advisory and financial planning services to a wide range of clients, including individuals, high-net-worth clients, trusts, pension plans, and charitable organizations. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party managers and uses advanced risk management tools to align portfolios with client objectives.

Marilyn Osborne is a financial advisor at VALIC Financial Advisors in Houston, TX, with 26 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at VALIC Financial Advisors since 2014 and AIG Capital Services since 2015. VALIC Financial Advisors primarily serves U.S.-based 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, employing Envestnet-developed UMA models for portfolio construction.

Andrew Calhoun is a CFP® professional with three years of experience in financial advising. He is currently with Sequoia Financial Group, L.L.C. in Houston, TX, and has previously worked at firms including Briaud Financial Advisors, Northwestern Mutual, and New York Life. Sequoia Financial Advisors, LLC provides wealth planning, investment management, retirement-plan advisory, and consulting services to a wide range of clients, including individuals, family offices, corporations, and charitable organizations. The firm employs both model and custom portfolio management strategies, utilizing various investment vehicles and an Investment Policy Committee to oversee client portfolios.

Alisa Smith is a financial advisor with Empower Advisory Group in Houston, TX, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. She has worked with GWFS Equities, Inc. since 2013. Outside of investment advisory, she assists with freelance writing, focusing on proofreading and fact-checking articles, and operates a temporary staffing business. 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 clients. The firm delivers services through an integrated model linked to Empower’s recordkeeping platforms and emphasizes long-term portfolio returns and annual rebalancing in its planning approach.

Brian Branda is a CFP® and ChFC® with 45 years of experience at Equity Services, Inc. in Houston, TX, where he has worked since 1980. In addition to his financial advisory career, he is also an artist working in painting and ceramics, occasionally showing his work at local galleries. Equity Services, Inc., doing business as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans, utilizing multiple advisory platforms and a combination of long-term strategies with options for shorter-term trading.

Bradley Poff is a financial advisor with PNC Wealth Management in Houston, TX, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. His prior experience includes roles at Mercer Global Advisors, Morgan Stanley, and E*Trade Securities. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio strategy for employees that employs algorithm-driven risk assessment and discretionary investment management using mutual funds and ETFs.

Trang Chandler is a financial advisor with Valic Financial Advisors in Houston, TX, holding Series 63 and Series 65 credentials and having nine years of industry experience. She has been with Valic Financial Advisors since 2016 and is involved in a non-securities insurance products role at Agia. Additionally, she assists in managing bookings for a rental property business operated by her husband. 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 and financial planning services through a large network of advisors, utilizing discretionary unified managed accounts and centralized technology to manage client assets.

David Huckin is a financial advisor with United Planners Financial Services of America and has 48 years of industry experience. He was previously with Huckin Financial Group for 40 years. Outside of his advisory work, he owns Huckin Travel Agency, a personal travel business that has not generated income or expenses in recent years. United Planners Financial Services is a national wealth-management enterprise serving a broad client base including individuals, retirement plans, corporations, trusts, estates, and institutional clients. The firm employs a mix of custodians, third-party money managers, and platform programs to implement client strategies, with most assets managed on a non-discretionary basis.

Akkila Hayes is a financial advisor with Empower Advisory Group, holding Series 63 and Series 65 credentials and three years of industry experience. Prior to joining Empower, Hayes worked at Wells Fargo Clearing Services, LLC, Wells Fargo Bank, NA, and has experience at Nike Inc. and H-E-B. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to IRA and retail brokerage clients. The firm’s services integrate with Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns and annual rebalancing within plan sponsor-selected investment lineups.