Emerson Plauche III is a financial advisor with Valic Financial Advisors in Houston, TX, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Mechanics Bank Auto Finance, Wells Fargo Auto, and Capital One Auto Finance. In addition to his advisory role, he is 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 and providing various overlay options for portfolio management.

Sandra Montoya is a Series 66-licensed financial advisor with Valic Financial Advisors, based in Houston, TX, and has four years of industry experience. Prior to joining Valic, she worked at Pipeline Machinery International and has held roles in education and catering. Outside of her advisory role, she assists with marketing and client correspondence for a seafood catering business. 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 managed-account programs, financial planning, and brokerage services, utilizing Envestnet UMA models to construct client portfolios.

Izuka Nwuli is a financial advisor with VALIC Financial Advisors in Houston, TX, holding Series 65 and Series 63 licenses and possessing 12 years of industry experience. Nwuli has been with VALIC Financial Advisors since 2014. VALIC Financial Advisors, Inc. 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 consulting services through a large network of advisors and utilizes discretionary unified managed accounts with third-party model managers and overlay options.

Waseem Ansari is a financial advisor with Valic Financial Advisors in Houston, TX, holding Series 63 and Series 65 licenses and possessing 14 years of industry experience. He has been with Valic Financial Advisors 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, using Envestnet-developed UMA models and supporting optional tax and impact overlay services.

Paul Samuelson is a financial advisor with Voya Financial Advisors, Inc., holding a Series 66 designation and 21 years of industry experience. His prior roles include positions at Bank of America, Merrill, Pruco Securities, The Prudential Insurance Company of America, and VALIC Financial Advisors. Voya Financial Advisors, Inc. offers financial planning, portfolio management, and retirement advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm combines model portfolios, technology tools, and both in-house and external strategists to deliver investment recommendations, operating through a network of advisors in both advisory and broker-dealer capacities.

Lauren Jones is a financial advisor at VALIC Financial Advisors, Inc. with two years of industry experience. She holds a Series 66 designation and has worked at VALIC Financial Advisors since 2023. Prior to that, she held roles at Refined Technologies Inc., Pure Inc Energy Services, and Kids R Kids. VALIC Financial Advisors, Inc. is an SEC-registered adviser and FINRA-member broker-dealer serving primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants. The firm manages roughly $29.2 billion through more than 1,200 advisors, utilizing centralized technology and model solutions across multiple wrap programs and unified managed accounts.

William Britt is a financial advisor at Hightower Advisors in Houston, TX, holding a Series 65 designation with seven years of industry experience. His career includes positions at South Fork Wealth Management, Fortiter Wealth Management, Eagle Global Advisors, and Jackson Hill Advisors. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, using a multi-manager approach that combines proprietary research and access to affiliated and third-party managers. The firm serves pension plans, charitable organizations, corporations, trusts, pooled investment vehicles, and financial institutions with services including portfolio management, financial planning, and retirement plan consulting.

Kayla Dillon is a financial advisor at Commonwealth Financial Network with four years of industry experience. She holds a Series 66 designation and has worked at Commonwealth since 2020. Prior to her advisory career, she was involved in the hospitality industry at Patrick's Pub & Eatery and attended the University of New Hampshire. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and hundreds of thousands of clients. The firm offers a broad adviser-support platform with managed-account programs, access to third-party asset managers, and custody services, managing roughly $212.7 billion in client assets.

Rachel Delgado is a financial advisor with Valic Financial Advisors in Houston, TX. She holds a Series 66 designation and has two years of industry experience. Prior to her current role, she was 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 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 models for portfolio construction and management.

Josue Cruz is a financial advisor with Valic Financial Advisors in Houston, TX, holding Series 63 and Series 65 licenses and seven years of industry experience. His work history includes positions at Agia, VALIC Financial Advisors, Justin Thomas State Farm, and The UPS Store. Outside of his advisory role, he is also an agent for non-securities insurance products with Agia. 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-developed UMA models to construct client portfolios.

Joanna Fetter is a financial advisor at Corient with 12 years of industry experience. She holds a Series 66 designation and has worked at Corient and affiliated entities since 2023, following nine years with Avalon Investment & Advisory and Avalon Wealth Management. Corient provides investment advisory and financial planning services to a wide range of clients, including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporations. The firm utilizes a goals-based, team investment approach that integrates in-house strategies with third-party managers, employing risk management tools and stress testing to align portfolios with client objectives.

Donna Guerrero is a financial advisor with Oppenheimer, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. She has been with Oppenheimer since 2009 and previously worked at Stanford Group Company, Wells Fargo Clearing, and Prudential Equity Group, LLC. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and pooled investment vehicles. The firm offers a wide range of programs spanning equity, balanced, and fixed-income portfolios, utilizing both discretionary and non-discretionary approaches.

Robert Williams is a financial advisor with Valic Financial Advisors in Houston, TX. He holds a Series 66 designation and has been in the industry since 2025. Prior to joining Valic Financial Advisors, he worked at Agia and has experience in non-securities insurance products as an appointed agent. 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 UMA models for portfolio construction.

Kathy Rosado is a financial advisor at VALIC Financial Advisors in Houston, TX, holding a Series 66 designation with 29 years of industry experience. She has worked with VALIC Financial Advisors since 2006 and has concurrent experience with Woodbury Financial Services, Sagepoint Financial, Royal Alliance Associates, and FSC Securities Corporation since 2014. 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, wrap programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models with National Financial Services as the clearing custodian.

Michael Branda is a CFP® and ChFC® with over 32 years of experience in the financial services industry. He has been with Equity Services, Inc. since 1993 and has worked with National Life of Vermont since 1989. Outside of his advisory role, he volunteers with the University of St. Thomas as part of its development and planned giving committee and serves on the board of his local homeowners association. Equity Services, Inc., doing business as ESI Financial Advisors, provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm employs multiple advisory platforms that combine long-term strategies with options for shorter-term trading and utilizes both discretionary and non-discretionary management approaches.

Kenneth Fiawoo is a financial advisor at Valic Financial Advisors with 25 years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Corebridge Capital Services, Inc. and American General Life Insurance for 11 years. 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 wrap programs, portfolio management, and financial planning services through a large network of advisors, utilizing discretionary unified managed accounts and technology-driven model solutions.

Ryan Fletcher is a financial advisor at Corient with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Avalon Wealth Management LLC and Avalon Investment & Advisory. Fletcher has been with Corient and its related entities since 2023. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporations. The firm employs a goals-based, team investment approach combining in-house strategies with third-party manager solutions, using risk management tools and alternative investments where appropriate.

Michael Modisette is a CFA® charterholder with 30 years of experience in the financial services industry. He is currently with Valic Financial Advisors, joining the firm in 2026, and has prior experience at PNC Investments, BBVA Wealth Solutions, and Invesco Advisers. 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 manage its client base.

Charles Hays Jr. is a financial advisor with Valic Financial Advisors in Houston, TX, holding a Series 66 designation and two years of industry experience. He also serves as an agent for AGIA, selling non-securities insurance products. 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-developed UMA models for portfolio construction.

Stephen Strake Sr. is a financial advisor with Hightower Advisors in Houston, TX, holding Series 63 and Series 65 licenses and having 20 years of industry experience. His career includes roles at various Salient entities and Endowment Advisers, spanning nearly two decades prior to joining Hightower. Hightower Advisors provides investment advisory and planning services to a diverse client base including individuals, institutions, pension plans, and charitable organizations. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers alongside proprietary research and a range of investment vehicles such as mutual funds, ETFs, and alternative investments.