Francisco Pastor is a financial advisor at Citigroup Global Markets with 12 years of industry experience. He holds the Series 65 and Series 63 designations. Prior to joining Citigroup in 2017, he worked at Wells Fargo Clearing and Stonex International Advisors Inc. Outside of his advisory role, he is a partner at PRXIMA Companies LLC, a technology consulting firm, and a manager at FERCAPA LLC, which focuses on property management and real estate investment. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and maintains large institutional scale with specialized market roles, including derivatives and futures services.

Azar Azarpour is a financial advisor with Transamerica Financial Advisors and holds a Series 66 designation. He has 21 years of industry experience and has been with Transamerica since 2012. Azarpour is also involved in marketing strategies for Sriya AI through SRIYA DXL LLC. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individual investors, employer-sponsored plans, and charitable organizations. The firm employs model portfolios and third-party managers to implement advisory services and operates an integrated retirement plan ecosystem with affiliated entities.

Raymond Vitek Jr. is a financial advisor at Eagle Strategies (NY Life) with 44 years of industry experience and holds the ChFC® and Series 63 designations. He has been active in various roles including at Linea Wealth Group, LLC and Vitek Insurance Services, LLC. Outside of his advisory work, he owns rural land in Fayette County, Texas, from which he receives royalties. Eagle Strategies serves a broad range of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Carlos Mejia is a financial advisor at Hightower Advisors with eight years of industry experience. He holds the CFP® designation as well as Series 65 and Series 66 licenses. His prior roles include positions at Crestmont Private Wealth LLC, UBS Financial Services, FCA Corp, NextGenVest, and the University of Houston. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, pension plans, and charitable organizations. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and offers a range of portfolio management and financial planning services.

Todd Hanslik is a CFA® charterholder with 22 years of industry experience, currently serving as a financial advisor at Mariner Wealth Advisors since 2019. Prior to this, he spent 15 years at Patriot Wealth Management, Inc. He is the sole managing member of QUE SERA ENTERPRISES, LLC, an investment-related business. Mariner Wealth Advisors serves a diverse client base including individuals, institutions, and charitable organizations, offering comprehensive investment management, financial planning, and coordinated tax and family office services. The firm combines in-house research with third-party managers to provide customized portfolios and robust operational solutions such as tax integration and financial wellness programs.

Steven Chambers is a CFP®, CFA®, and Series 65-licensed advisor with six years of industry experience. He is currently with Creative Planning, where he has worked since 2025. His prior roles include positions at Willis Johnson & Associates, Nrg, Direct Energy, Infinite Solutions, Ronald Blue Trust, Ronald Blue & Company, and Mercer Global Advisors Inc. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including individuals, pension and profit-sharing plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach featuring low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in client assets across more than 1,100 advisors and 151 offices.

Corinne Mc Nair is a financial advisor with First Command Advisory Services in Houston, TX, holding a Series 66 designation and nine years of industry experience. She has been with various First Command entities since 2016 and previously worked as an advisor at Jim McNair from 2015 to 2017. Outside of her advisory role, she manages rental properties with minimal time commitment. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporations, and charitable clients, with a focus on active-duty service members and their families. The firm provides financial planning and a range of wrap-fee asset management programs using model portfolios and third-party managers selected by an internal Investment Management Team.

Amanda Hales is a financial advisor with \u0026Partners and holds a Series 66 designation. She has 18 years of industry experience, including eight years at Wells Fargo Clearing prior to joining \u0026Partners. Outside of her advisory role, she works occasionally as a food delivery contractor and provides dog walking and boarding services. \u0026Partners serves a diverse client base that includes high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers investment management, financial and tax planning, and ERISA consulting through both discretionary and non-discretionary approaches, utilizing a combination of fundamental, technical, and quantitative analyses.

Joshua Smith is a financial advisor at Hightower Advisors in Houston, TX, holding a Series 65 designation with one year of industry experience. His prior roles include positions at GeoWealth, First Ascent Asset Management, and DeRoy & Devereaux Private Investment Counsel. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, utilizing a multi-manager approach that incorporates affiliated and third-party managers, proprietary research, and a variety of investment vehicles.

Moses Lacour Jr. is a financial advisor with Money Concepts Capital Corp in Houston, TX, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Money Concepts Capital Corp since 2011. Outside of his advisory role, he is an officer at LaCour Financial Services, Inc., a tax preparation and accounting business. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, including high-net-worth clients, as well as pension plans, trusts, charitable organizations, and corporations. The firm employs a range of managed programs using model portfolios, IAR-designed portfolios, and third-party sub-advisers, combining fundamental and technical analysis with modern portfolio theory.

Carlos Tijerina Jr Jr. is a financial advisor at Fifth Third Securities, Inc. based in Houston, TX, with 13 years of industry experience. He holds the Series 63 and Series 66 designations. His prior roles include positions at Frost Brokerage Services, PNC Investments LLC, BBVA Wealth Solutions, and Wells Fargo Bank. 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 multiple program types via the Passageway Managed Account Platform and provides access to third-party portfolio managers, advisor-directed models, and tax-related investment strategies.

Charles Bracht is a ChFC® credentialed financial advisor with over 54 years of industry experience. He is currently with Kestra Advisory Services, LLC and NFP Wealth Management, having also held roles at USI Consulting Group and NFP Executive Benefits. Bracht serves as president of both the Delacroix Building Condominium Association and the Bracht-Verlander Family Foundation, reflecting his involvement in community and charitable organizations. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients, offering services such as fiduciary consulting, plan-level investment advice, and employee education. The firm manages approximately $79.8 billion in assets and serves notable clients including sovereign wealth funds.

Tyler Olson is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Wealth Enhancement Advisory Services, LLC. His prior experience includes roles at Trippon Wealth Management, BB&T, and Envision Wealth Planning. In addition to his advisory work, Olson is licensed to sell life and health insurance. 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 manages over $122 billion in assets and employs a diversified investment approach that combines passive and active management overseen by an internal Investment Committee.

Robert Harris is a CFP® with 30 years of experience in the financial services industry. He is currently with Hightower Advisors and has previously worked at STA Wealth Management and UBS Financial Services. Outside of advising, he owns and manages a lake home rental business. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals and institutions, using a multi-manager investment approach that incorporates affiliated and third-party managers across various asset types.

Mary Chiang is a financial advisor with Eagle Strategies (NY Life), holding the CFP® and ChFC® designations and over 38 years of industry experience. She has been with Eagle Strategies since 2009 and maintains a role as a member of CMCD LLC, a tax and accounting services firm. Eagle Strategies serves a diverse client base, including individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services. The firm delivers tailored advice through various program types and manages a substantial portion of assets on a non-discretionary basis.

Jackson Gore is a financial advisor at Sanctuary Advisors, LLC with one year of industry experience. He holds the Series 66 designation and previously worked at Sanctuary Securities, Inc. from 2025 to present. Prior to entering the financial industry, he spent eight years in education at Woodville Middle and High Schools and Stephen F. Austin State University. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, trusts, and charitable organizations. The firm supports independent adviser representatives who employ a variety of investment strategies and offers portfolio management, retirement plan consulting, and access to both onshore and offshore managed account solutions.

Long Duong is a financial advisor with Eagle Strategies (NY Life) based in Houston, TX, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. He has been affiliated with NYLIFE Securities LLC since 2017 and with New York Life Insurance Company since 2014. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm offers multiple program types and emphasizes tailoring recommendations to client objectives, managing the vast majority of its regulatory assets on a non-discretionary basis.

Dana Weinstein is a financial advisor with Mariner Wealth Advisors in Houston, TX, holding a Series 63 designation and 22 years of industry experience. He worked at Patriot Wealth Management for 15 years before joining Mariner in 2019. Mariner serves a diverse client base, including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm combines in-house research with third-party manager allocations and provides integrated tax, accounting, and family office services alongside traditional portfolio management.

Lester Inniss is a financial advisor with Guardian Life based in Houston, TX, holding Series 63 and Series 65 licenses with seven years of industry experience. His career includes roles at Guardian Life, Park Avenue Securities, and Northwestern Mutual. He has also engaged in insurance sales through Ash Brokerage. Guardian Life’s Park Avenue® Wealth Management provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, and nonprofit organizations. The firm offers a combination of advisor-led discretionary management and model-based strategies through proprietary programs and third-party platforms, with a focus on tailored client relationships and access to insurance products and alternative investments.

David Evans is a financial advisor with J.W. Cole Advisors, Inc. in Sugarland, TX, holding Series 63 and Series 65 credentials and over 28 years of industry experience. He has been with J.W. Cole Advisors since 2009 and also operates David A Evans & Associates, focusing on tax services. Additionally, he serves as co-trustee of a family trust. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a national network of more than 400 independent representatives. The firm provides portfolio management, financial planning, access to third-party managers, and multiple managed account solutions, with investment decisions implemented on discretionary or non-discretionary bases.