Rachel Justice is a financial advisor with PNC Wealth Management in Houston, TX, holding Series 63 and Series 66 licenses and four years of industry experience. She previously worked at Bank of America and Merrill. Outside of finance, she operates an online home decor business, works as an independent travel agent, and is a licensed manicurist in Texas. 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 uses algorithmic risk assessments and third-party managers to implement investments primarily via mutual funds and ETFs.

Alexander Creede is a CFA® charterholder and holds a Series 66 license with 11 years of industry experience. He has worked at Independent Financial Group, LLC since 2022 and previously spent eight years at International Assets Advisory. He volunteers with Segway Tours of Houston, assisting with driving and tour support. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, corporate and pension/profit-sharing plans, and charitable organizations. The firm utilizes a combination of firm- and third-party investment models, blending passive and active strategies across risk profiles, with ongoing due diligence and monitoring.

Philip Onochie is a financial advisor with Hornor, Townsend & Kent, LLC in Houston, TX, holding Series 63 and Series 65 designations and bringing five years of industry experience. Prior to joining Hornor, Townsend & Kent, he worked with Penn Mutual Life Insurance Co and Transamerica Financial Advisors, among others. Outside of advising, he works as a pharmacist at UT MD Anderson Cancer Center. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through advisory programs, financial planning, and retirement plan consulting. The firm operates a dual registration as an SEC-registered adviser and broker-dealer and manages billions in assets while offering both discretionary and non-discretionary account options.

Richard Alphonso is a financial advisor at Wealth Enhancement Advisory Services, LLC with 28 years of industry experience. He holds the PFS™ designation and Series 65 license. Prior to joining Wealth Enhancement in 2024, he worked at The Financial Advisory Group, Inc. for 27 years. Alphonso is involved with The Practice Advisory Group, LLC, which provides medical and dental practice management services, and dedicates time to tax preparation through Wealth Enhancement Tax and Consulting Services, LLC. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment process combining passive and active management, supported by an internal Investment Committee, and offers a range of financial planning, asset management, and specialized retirement plan consulting services.

Dale Pieper is a financial advisor with Guardian Life and Park Avenue Securities in Houston, TX, holding Series 63 and Series 66 credentials and having 20 years of industry experience. He has been associated with Guardian since 2007 and Park Avenue Securities since 2007, currently serving clients through both firms. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company, provides brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm offers a range of financial planning and consulting services, combining advisor-led discretionary management with model-based strategies across proprietary and third-party platforms.

Nathan Bowen is a CFP® professional with nine years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC, having previously worked at The Financial Advisory Group Inc for twelve years. Bowen holds the Series 63 designation and is based in Houston, TX. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base, including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized consulting, employing a strategic investment process that combines passive and active managers with both quantitative and fundamental research.

Darryl Nelson is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He previously worked at The Financial Advisory Group, Inc. for 17 years before joining Wealth Enhancement Advisory Services and Wealth Enhancement Group in 2024. Wealth Enhancement Advisory Services is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment approach that combines passive and active management, supported by an internal Investment Committee and quantitative and fundamental research.

Raffaele Cardone is a financial advisor at Citigroup Global Markets with four years of industry experience and holds a Series 66 designation. His prior experience includes roles at Bank of America, Merrill, Alamo Angels, and Garcia Hamilton & Associates, along with a background involving Trinity University and ventures outside finance such as Candelaris Pizzeria V Ltd and The Briar Club. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs. The firm combines large institutional scale with unique market roles, including in-house research and derivatives services.

Brian Monk is a financial advisor with Eagle Strategies (NY Life) based in Sugarland, TX, holding Series 63 and Series 66 licenses with 16 years of industry experience. He has worked with Eagle Strategies since 2018 and operates under the DBA Linea Wealth Group, LLC, where he brokers non-registered insurance products related to investments. He has also been involved with Monk Financial Strategies Group since 2012. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, as well as charitable and corporate clients. The firm provides financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors and emphasizes tailored, mostly non-discretionary solutions within an integrated New York Life affiliate structure.

Brandon Glasscock is a financial advisor with Concurrent Investment Advisors, LLC based in Houston, TX, holding Series 63 and Series 66 designations, and has 25 years of industry experience. He has worked at firms including Purshe Kaplan Sterling Investments, Raymond James Financial Services, and Wells Fargo Clearing Services. Glasscock is also the owner of BEC Financial, a personal business entity used for tax purposes. Concurrent Investment Advisors 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 incorporating ETFs, mutual funds, and alternative investments, supported by integrated operational tools and affiliated sub-advisory arrangements.

Karin Tyson is a CFP® and ChFC® with 31 years of experience in the financial advisory industry. She currently works at Prime Capital Financial and has held previous positions at Ameritas Investment Corp., 20/20 Financial Advisers Houston, and other investment firms. Outside of her advisory role, she serves on the board of the Future of Finance Scholarship Fund and the Memorial Drive Presbyterian Church finance committee, and conducts educational seminars on Social Security and IRA planning. Prime Capital Financial is an SEC-registered enterprise advisory firm serving high-net-worth individuals, trusts, corporations, and retirement plans. The firm offers a broad range of services including asset management, financial planning, qualified retirement plan services, family office offerings, and tax planning through an affiliated accounting subsidiary.

Viridiana Salamesainz is a financial advisor at Citigroup Global Markets with four years of industry experience. She holds the Series 66 designation and has previously worked at Casa de Bolsa Finamex SAB de CV and Citibanamex. Outside of advisory work, she is a manager and partner at JOSADA LLC, a real estate holding company based in Houston and Montgomery, Texas. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies supported by internal oversight and integrates both discretionary and non-discretionary portfolio options.

Zhengrong Wang is a financial advisor at Transamerica Financial Advisors with CFP® and Series 63 credentials. Wang has experience in investment and consulting roles through entities such as SAKZ Investment LLC and SAKZ Consulting Inc. Outside of advisory work, Wang has been involved with World Financial Group Insurance Agency since 2020 and has experience in real estate and professional services in Texas. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and corporations, offering both advisory and broker-dealer services. The firm employs proprietary and third-party model portfolios with discretionary and non-discretionary management options.

Aaron Greene is a financial advisor at Creative Planning with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including PAX Equity and Fidelity, where he spent over two decades in various advisory roles. Creative Planning delivers wealth management, financial planning, and retirement-plan advisory services to a diverse clientele, including high-net-worth individuals, pension plans, and corporations. The firm employs a financial-planning-led investment approach emphasizing low-cost indexing, buy-and-hold strategies, and offers access to private market investments and institutional services.

Dylan Daggett is a financial advisor at Concurrent Investment Advisors, LLC with four years of industry experience. He holds the Series 66 credential and has worked at several firms including Raymond James Financial Services and Cetera. Daggett is also associated with Green Financial Group as an Associate Financial Advisor and provides client service at Winstone Wealth Partners. Concurrent Investment Advisors is a multi-team, SEC-registered firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm offers customized long-term investment portfolios utilizing ETFs, mutual funds, and other securities, supported by a network of approximately 286 advisors.

James Norton Jr. is a financial advisor at Integrated Wealth Concepts LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Raymond James Financial and Purshe Kaplan Sterling Investments. Norton also engages in the sale of fixed/traditional insurance as a non-investment-related business activity. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm provides discretionary investment management, financial planning, and consulting services, employing a long-term investment approach with customized portfolios constructed from mutual funds, ETFs, individual equities, and fixed income.

Robert Wheeler is a financial advisor with Private Advisor Group, LLC in Houston, TX, holding the ChFC® designation and Series 63 and 65 licenses. He has 40 years of industry experience, including long tenures at LPL Financial and Equity Development Corporation. Wheeler is also president of Equity Development Corporation, an active executive management role outside his current advisory position. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm employs a fiduciary-based advisory model using a range of investment strategies and technology platforms, often implementing advice through third-party managers and TAMPs.

Catherine Franklin is a financial advisor at Mercer Global Advisors Inc. in Houston, TX, with four years of industry experience. She holds a Series 65 designation and has worked primarily with Mercer Global Advisors since 2018, with a brief tenure at Legacy Chief Financial Office and HFG Wealth Management. Mercer Global Advisors provides investment advisory and planning services to a diverse client base including individuals, high-net-worth families, small business owners, and nonprofit organizations. The firm employs a Modern Portfolio Theory-based investment approach that emphasizes globally diversified, risk-appropriate portfolios with multi-factor tilts and a range of implementation options such as ETFs, mutual funds, and separate account solutions.

Juan Arce is a financial advisor with Citigroup Global Markets in Houston, TX, holding a Series 66 designation and 13 years of industry experience. He has worked at Citigroup Global Markets since 2012. Citigroup Global Markets serves individual and institutional clients through various wealth management segments, offering multi-asset, multi-manager investment programs alongside broker-dealer execution and custody services. The firm combines large institutional scale with specialized market roles, including security-based swap dealing and futures commission merchant activities.

Sydney Motes is a CFP® and holds a Series 65 license with 22 years of industry experience. She has worked at Mariner Wealth Advisors since 2019 and previously spent 12 years with Patriot Wealth Management, Inc. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and tax services. The firm uses customized, discretionary portfolios supported by both in-house research and third-party managers, and provides integrated tax, accounting, and family office services alongside traditional portfolio management.