Harrison Wilson is a CFP® and holds a Series 65 license with one year of industry experience. He currently works at Corient and previously worked at FMP Wealth Advisers for two years. His background also includes teaching positions at the University of Oklahoma and Second Baptist High School. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, and corporate entities. The firm uses a goals-based, team investment approach that combines in-house strategies with third-party manager solutions and incorporates risk management tools and alternative investments where appropriate.

Larry Mott is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 66 licenses and bringing 35 years of industry experience. His career includes long-term roles at MSI Financial Services and Concourse Financial Group Securities. Outside of his advisory work, he provides CPE educational seminars for professionals such as CPAs. Park Avenue Securities, operating as Park Avenue® Wealth Management and a subsidiary of Guardian Life, offers brokerage and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines advisor-led discretionary management with model-based strategies and provides access to insurance products, alternative investments, and integrated lending options.

Sean Granere is a financial advisor with Creative Planning, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He worked at Fidelity for 15 years before joining Creative Planning in 2014. Outside of his advisory role, Granere owns Hack Shack, a baseball lesson business, and teaches high school fishing through the FBC Fishers of Men program in Katy, Texas. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals and institutional clients. The firm follows a financial-planning-led investment approach that emphasizes low-cost indexing, tax-loss harvesting, and selective private market exposure while offering a range of sub-advisory and administrative services.

Xavier Smith is a financial advisor at Empower Advisory Group with eight years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Empower Advisory Group in 2024, he worked at Bank of America and Merrill from 2019 to 2024 and has held positions at City of Houston, CMG Financial, Bank of Texas, and Realty Associates. 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 tied to Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns, annual rebalancing, and clients’ savings rates.

Kaleb Fleming is a CFP® certificant with five years of industry experience. He is currently an advisor at Truist Advisory Services and has prior experience with Charles Schwab Bank and Charles Schwab & Co., Inc. Fleming has also worked in academic and operational roles including positions at Kelley School of Business and Indiana University–Purdue University Indianapolis. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, participants, and charitable organizations. The firm offers asset allocation and investment policy analysis, fiduciary support, and the AMC Advantage manager-selection program, using both discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Rafael Carballo is a financial advisor with Guardian Life who holds Series 63 and Series 65 credentials and has 13 years of industry experience. His previous work includes roles at MML Investors Services, MassMutual Life Insurance Company, Penn Mutual Life Insurance Company, Hornor, Townsend & Kent, and most recently Park Avenue Securities. Carballo is also engaged in insurance brokerage through 1847Financial. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, retirement plan sponsors, and charitable organizations. The firm provides tailored client solutions through a combination of advisor-led discretionary management and model-based strategies, complemented by access to insurance products and alternative investments.

Steven Sheldon is a CFP® and CFA® based in Houston, TX, with 23 years of industry experience. He has worked at Mariner Wealth Advisors since 2019 and spent 17 years at SMS Capital Management prior to that. Sheldon serves on the boards of a medical device company and a charitable foundation and is also a published author. Mariner serves a diverse client base including individuals, pension plans, trusts, and corporations through investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm implements customized discretionary portfolios supported by in-house research and third-party managers and offers integrated tax and accounting services along with family office and financial wellness solutions.

Lejo Abraham is a financial advisor at Truist Advisory Services with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Ameriprise and Comerica Securities. Based in Houston, TX, he has been with Truist Advisory Services and Truist Investment Services since 2026. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enabled research tools.

Sara Manning Bracho is a financial advisor with NewEdge Advisors, holding Series 65 and Series 66 licenses and bringing 13 years of industry experience. She previously worked at Mid Atlantic Capital Corporation for nine years and WFG Investments for eight years. Outside of her advisory role, she owns a photo booth rental business and co-owns a handmade items venture. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, retirement plans, corporations, trusts, estates, and charitable organizations. The firm offers a range of services including portfolio management, financial planning, retirement consulting, and access to third-party managers through various program structures that combine in-house and external manager solutions.

Emily Christian is a financial advisor at Mercer Global Advisors Inc. in Houston, TX, with 10 years of industry experience. She holds a Series 65 designation and previously worked at Valic from 2014 to 2017 before joining Mercer Global Advisors. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofit organizations. The firm employs a Modern Portfolio Theory-based approach focused on globally diversified, risk-appropriate portfolios using low-cost index vehicles and multi-factor tilts.

Yonghui Huang is a CFP® credentialed financial advisor with 10 years of industry experience. He is currently with Corient in Houston, TX, where he has worked since 2023. His prior experience includes roles at Purshe Kaplan Sterling Investments and Stavis & Cohen Private Wealth. 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 employs a goals-based, team investment approach that integrates in-house strategies with third-party managers and specialized alternative investment platforms.

Rexsor Gonzalez is a financial advisor with Truist Advisory Services, holding a Series 66 designation and bringing 11 years of industry experience. His prior roles include positions at J.P. Morgan Chase, Merrill, and Bank of America. Outside of advising, he serves on the board of directors for a nonprofit focused on preventing violence against women. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing both discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Marlon Zavala is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and 13 years of industry experience. His prior roles include positions at Mariner Independent Advisor Network, Teamwork Financial Advisors, and LPL Financial. Zavala is a managing partner of Ascend Integrated Wealth, an investment advisory business based in Houston. Private Advisor Group serves a diverse client base including individuals, trusts, estates, charitable organizations, businesses, and retirement plans. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to various managed account programs, utilizing a fiduciary-based advisory model with both proprietary and third-party investment solutions.

William Mc Nutt III is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. in Houston, TX. He has worked at Mercer Global Advisors and its affiliated entities since 2018 and previously held roles at Global Financial Private Capital, LLC, GF Investment Services, LLC, Outlook Wealth Advisors, LLC, and Edward Jones. Mercer Global Advisors provides investment advisory and planning services to individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments. The firm uses a Modern Portfolio Theory-based approach with diversified, risk-appropriate portfolios implemented through a variety of investment vehicles and offers additional services including retirement plan consulting, charitable advisory, and family office support.

Oguguomakwa Okolie is a financial advisor with Eagle Strategies (NY Life) in Sugar Land, TX, holding Series 63 and Series 65 licenses and having five years of industry experience. He has worked with several firms including New York Life Insurance Company and Nylife Securities LLC before operating under Linea Wealth Group, LLC D/B/A Linea, where he brokers non-registered insurance products. Eagle Strategies serves a diverse client base, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm focuses on tailored recommendations across multiple program types and manages the majority of its assets on a non-discretionary basis.

James Trippon is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. Prior to joining Wealth Enhancement Advisory Services, he led Trippon Wealth Management Group, LLC for 21 years and has operated a CPA firm, JM Trippon & Co., P.C., since 1990. Additionally, he manages several business interests including a publishing company and oil well investments. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm employs a diversified, risk-class based investment process that blends passive and active management with oversight from an internal Investment Committee.

Adam Frinsco is a CFP® with 15 years of experience in financial advisory services, currently with Mercer Global Advisors Inc. in Houston, TX. His prior experience includes nine years at The Advocates. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, businesses, and nonprofit organizations. The firm employs a Modern Portfolio Theory-based investment approach with diversified, risk-appropriate portfolios and offers a range of implementation options along with financial planning, retirement plan consulting, tax planning, and estate coordination.

Jennifer Frazier is a financial advisor with Hightower Advisors, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. She previously worked at Frontier Investment Management Co from 2015 to 2020. Hightower Advisors serves a diverse client base including individual and institutional investors such as pension and profit-sharing plans, charitable organizations, and corporations. The firm offers a range of advisory services with an emphasis on manager selection and multi-manager solutions, utilizing both affiliated and third-party managers along with proprietary research and varied investment vehicles.

Stephanie Clay is a Series 66-licensed financial advisor based in Houston, TX, with eight years of industry experience. She has worked at Truist Advisory Services and Truist Investment Services since 2022, and previously held roles at Bank of America, Merrill, and Wells Fargo from 2016 to 2022. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm uses a combination of discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and inter-affiliate integration.

Ryan Smith is a financial advisor with PNC Wealth Management based in Houston, TX, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. His prior roles include positions at Merrill Lynch Pierce Fenner & Smith, Morgan Stanley, E*TRADE, and Scottrade. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an online, discretionary model account available by invitation to employees. The firm employs algorithm-driven risk assessments and delegates portfolio execution and proxy voting to third parties, utilizing mutual funds and ETFs with annual rebalancing.