Randall Hale is a financial advisor at Corient with one year of industry experience. He holds a Series 65 designation and has previous experience at PwC and Avalon Advisors. 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 uses a goals-based, team investment approach that incorporates both in-house and third-party strategies, risk management tools, and may include alternative investments where appropriate.

Dada Jagiere is a financial advisor at Transamerica Financial Advisors with one year of industry experience. He holds the Series 66 designation. His prior experience includes roles at Wfgia and Wells Fargo Bank, N.A., as well as work as an Uber driver. Transamerica Financial Advisors serves a broad client base that includes individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers advisory and broker-dealer services through proprietary and third-party model portfolios, with both discretionary and non-discretionary program options.

Travis Bashaw is a financial advisor with Independent Financial Group, LLC in Houston, TX. He holds Series 65 and Series 63 licenses and has one year of industry experience. Prior to joining Independent Financial Group in 2025, he worked for nine years at Better Homes and Gardens/Gary Greene. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth clients, trusts, and pension plans. The firm offers financial planning and portfolio management through multiple platforms, combining strategic asset allocation and multi-manager portfolios with both passive and active investment exposures.

Georgina Willis is a financial advisor with PNC Wealth Management in Houston, TX, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. She has worked at PNC Investments since 2021 and previously held roles at BBVA Wealth Solutions Inc., BBVA Compass Insurance Agency, BBVA Securities Inc., and Compass Bank from 2016 to 2021. Outside of her advisory role, she is a licensed notary public and works as a retail floor associate for Burlington. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account for employees. The firm uses algorithmic risk assessment and delegates portfolio implementation to third parties, focusing on mutual funds and ETFs with annual rebalancing.

Jennifer Bauman is a financial advisor with Valic Financial Advisors in Houston, TX, holding Series 63 and Series 66 credentials and bringing 15 years of industry experience. She has worked at Agia and Valic Financial Advisors since 2023. Outside of her advisory role, she is an appointed agent for non-securities insurance products with Agia. Valic Financial Advisors serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors. The firm manages approximately $29.2 billion and serves nearly 300,000 clients with a technology-driven and model-based approach.

Charles Mcrae III is a CFP® with nine years of industry experience, currently serving as a financial advisor at Cerity Partners LLC since 2022. Prior to joining Cerity Partners, he worked at Autumn Lane Advisors, LLC and Investec Wealth Strategies. Cerity Partners advises a diverse client base, including high-net-worth 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, combining quantitative screening, manager selection, and direct security selection with access to alternative and private market solutions.

John Buchan is a financial advisor with Valic Financial Advisors in Houston, TX, holding Series 63 and Series 66 registrations and having three years of industry experience. His prior experience includes roles at Primerica Advisors, Primerica Financial Services, and eleven years with Katy ISD. Additionally, he serves as an agent selling non-securities insurance products for AGIA. Valic Financial Advisors, Inc. serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and unified managed account solutions through a large network of advisors and employs a technology-driven approach to manage approximately $29.2 billion in assets.

Gagan Singh is a financial advisor at PNC Wealth Management in Houston, TX, with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Bank of America, Merrill, and Wells Fargo Clearing. PNC Wealth Management offers retail brokerage and advisory services through model‑based programs, including an invitation-only digital offering that uses algorithm-driven risk assessments and approved investment models managed by PNC or third parties.

Todd Bornholtz is a financial advisor with Valic Financial Advisors in Houston, TX, holding a Series 66 designation and 12 years of industry experience. He has been with Valic Financial Advisors since 2016. Valic Financial Advisors, Inc. is an SEC-registered investment adviser and FINRA-member broker-dealer serving 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 solutions.

David Gregory is a financial advisor at Goldman Sachs Wealth Services with 12 years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2019, following seven years at The AYCO Company, L.P./Mercer Allied. Goldman Sachs Wealth Services advises a diverse client base including individual investors, corporate participants, executives, and institutional clients. The firm offers customized financial planning and portfolio management supported by proprietary strategic models and access to a broad range of affiliated resources and services.

Joshua Patterson is a CFP® professional with 27 years of industry experience, currently with Concurrent Investment Advisors, LLC. His prior roles include positions at Wealth Partners Alliance, Avidian Wealth Solutions (formerly STA Wealth Management), IMS Securities, and Morgan Stanley. Outside of his advisory work, he is involved with Patterson Financial, LP, a personal finance business structure for which he serves as general partner. Concurrent Investment Advisors, LLC is a multi-team SEC-registered advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm emphasizes customized, primarily long-term portfolios using ETFs, mutual funds, and other asset classes, supported by internal due diligence and platform integrations.

Kyle Gregory is a financial advisor with FIFTH THIRD SECURITIES, Inc. based in Houston, TX, holding Series 63 and Series 66 credentials and bringing 14 years of industry experience. His prior experience includes roles at Frost Brokerage Services, Frost Bank, and JPMorgan Chase Bank. FIFTH THIRD SECURITIES, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutions through investment advisory and brokerage channels. The firm offers a variety of managed account programs via the Passageway platform, combining multiple investment strategies and third-party portfolio management options.

Daniel Legaye is a financial advisor with Valic Financial Advisors in Houston, TX, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at AIG Capital Services, America General Life Insurance, Linden Thomas and Company Securities, and Moody Securities, among others. 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 UMA models for portfolio construction.

Sanjay George is a financial advisor at Corient with 11 years of industry experience. He holds a Series 66 designation and has previously worked at Rock & Co LLC, Rockefeller Financial LLC, and Raymond James & Associates. George is based in Houston, TX. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach that integrates in-house strategies with third-party managers and employs risk management tools and ongoing portfolio monitoring.

Chet Bogdan is a financial advisor at Private Advisor Group, LLC with 30 years of industry experience. He holds the Series 63, Series 65, and Series 66 credentials. His prior work includes roles at Mariner Independent Advisor Network, LPL Financial LLC, Prudential Insurance Company of America, and several other firms. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm employs a fiduciary-based model, utilizing a range of investment strategies and technology platforms while offering both discretionary and non-discretionary services.

Jimmiral Taylor Lucas is a financial advisor at Empower Advisory Group in Houston, TX, holding Series 63 and Series 66 designations with one year of industry experience. His career includes roles at multiple firms within the Empower network and other companies since 2017. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and participants, as well as Empower Premier IRA and retail brokerage clients. The firm utilizes an integrated model connected to Empower’s recordkeeping and administrative platforms and focuses on long-term portfolio returns through a point-in-time financial planning approach and optional managed accounts.

William Marks is a financial advisor at Corient with 13 years of industry experience. He holds the Series 66 designation and previously worked for Avalon Wealth Management LLC and Avalon Investment & Advisory for ten years. Marks joined Corient and its related entities in 2023. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, 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 individual security and fixed-income strategies with third-party manager solutions and customized asset allocation.

Alan McClain is a financial advisor at Prime Capital Financial with 26 years of industry experience. He holds a Series 66 designation and has previously worked at Cetera Advisor Networks, Girard Securities, and United Capital Financial Advisers. McClain also serves as an insurance agent, focusing on the sale and service of fixed insurance products. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans through asset management, financial planning, and qualified retirement plan services. The firm employs a range of investment strategies and offers family office services, tax advisory through an affiliated accounting subsidiary, and consolidated reporting for complex client portfolios.

Blaine Dahl is a financial advisor with Guardian Life in Houston, TX, holding a Series 66 designation and 16 years of industry experience. His prior work includes roles at Park Avenue Securities and Securian Financial Services Inc. He is also involved with Ash Brokerage, providing insurance products outside of those offered by Guardian. Guardian Life’s subsidiary Park Avenue Securities offers brokerage and investment advisory services to individuals, retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and digital advisory solutions, providing access to insurance products, alternative investments, and integrated lending options.

Dan Sanders is a financial advisor with Independent Financial Group, LLC in Houston, TX, holding a Series 63 designation and 33 years of industry experience. He previously worked at firms including Merrill, Chase Investment Services, UBS Financial Services, and Executive Wealth Management. Sanders also owns Sanders Career Consulting, a business offering job advice and coaching. Independent Financial Group, LLC provides investment advisory and brokerage services to individuals, high-net-worth clients, trusts, corporate and pension/profit-sharing plans, and charitable organizations. The firm offers financial planning and portfolio management using both firm- and third-party models, combining passive and active strategies across various risk profiles.