Daniel Deloney is a financial advisor with Valic Financial Advisors and holds a Series 66 designation. He has two years of industry experience, including roles at AGIA and Valic Financial Advisors, and prior positions in education and healthcare. Deloney is also appointed as an agent to sell non-securities insurance products for AGIA. Valic Financial Advisors serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors and emphasizes use of technology and model solutions.

Paul Wicks is a financial advisor with Valic Financial Advisors in Houston, TX, holding Series 63 and Series 65 credentials and 23 years of industry experience. His prior roles include positions at Fidelity Investments and Valic, where he worked for over a decade. Valic Financial Advisors, Inc. serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management, financial planning, and consulting services through a network of over 1,200 advisors. The firm uses discretionary unified managed accounts with technology and model solutions to support a high client-to-advisor ratio.

Myles Scott is a financial advisor with Kestra Advisory Services LLC, holding a Series 66 credential and 20 years of industry experience. His prior experience includes roles at B. Riley Wealth Advisors, Inc., B. Riley Wealth Management, Inc., and U.S. Capital Advisors LLC. He is also the managing partner of Wealth Empowerment Financial Strategies, an independent financial consulting and advisory firm. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services such as plan design, fiduciary consulting, and employee education. The firm serves large institutional investors, including sovereign wealth funds, and utilizes multiple management platforms and third-party solutions.

Daren Antley is a financial advisor with Oppenheimer based in Houston, TX, holding Series 63 and Series 65 credentials and offering 33 years of industry experience. He has worked at Fahnestock & Co. Inc. for 23 years, which operates under the Oppenheimer umbrella. Oppenheimer serves a wide range of clients including individuals, corporations, and charitable organizations, providing investment management, consulting, and retirement services through both discretionary and non-discretionary programs. The firm combines custody of client assets with broker-dealer and advisory operations and manages a substantial portion of assets on a non-discretionary basis.

Aujulon Mackey is a financial advisor at Valic Financial Advisors with Series 65, Series 63, and Series 66 licenses. He has one year of industry experience and previously worked in education and the food service sector. Valic Financial Advisors primarily serves U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management and financial planning services through a large network of advisors. The firm uses discretionary unified managed accounts and integrates technology and model solutions to manage client investments.

Karen Jochimsen is a financial advisor with Oppenheimer in Houston, TX, holding a Series 63 designation and 42 years of industry experience. She worked at Merrill from 1984 to 2008 before joining Oppenheimer in 2009. Jochimsen serves as a trustee for the Jack & Karen Jochimsen Living Trust. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers a range of programs and services—including asset management, consulting, and retirement planning—delivered through both discretionary and non-discretionary arrangements.

Race Haas is a financial advisor with Valic Financial Advisors in Houston, TX. He holds a Series 66 designation and has been with Valic Financial Advisors since 2025. Prior to his advisory role, he served in the Army from 2023 to 2025 and has a background in full-time education from 2015 to 2025. Outside of his advisory work, he teaches tennis at the Houston Jewish Community Center. 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, employing Envestnet-developed UMA models to construct client portfolios.

Muhammad Ali is a financial advisor at VALIC Financial Advisors with Series 63 and Series 65 designations and seven years of industry experience. He has worked at VALIC Financial Advisors since 2018 and is currently also an agent at Agia. Outside of advising, he is a partner at ALI-FERRINGTON LLC, involved in developing residential properties. VALIC Financial Advisors serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants. The firm uses discretionary unified managed accounts and a range of portfolio management and financial planning services delivered through a large network of advisors.

Teel Munson is a financial advisor at Valic Financial Advisors with one year of industry experience and holds a Series 66 designation. Prior to joining the firm, Munson held various roles across hospitality and service industries, including positions at Masfajitas Restaurant, Saltgrass Steakhouse, Hilton, and ABC Home and Commercial Services. Munson is also an appointed agent authorized to sell non-securities insurance products for Agia. 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 and utilizes centralized technology and model solutions to manage approximately $29.2 billion for nearly 300,000 clients.

Jose Jimenez Murat is a financial advisor with Voya Financial Advisors, Inc. in Houston, TX, holding Series 63 and Series 66 credentials and 13 years of industry experience. His prior roles include positions at Edward Jones, Merrill, Regions Bank, Cetera Investment Services, Wells Fargo Advisor, Prudential Securities, Morgan Stanley, and UBS Financial Services. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial that provides financial planning, portfolio management, retirement-plan advisory, and related services to individuals, pension plans, charitable organizations, and corporate clients. The firm structures client relationships around investment policy statements and model allocations, combining in-house and outside strategists with technology-enabled tools to implement recommendations.

Mark Marquez is a financial advisor at Sanctuary Advisors, LLC with 25 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wealth Management Consultants Colorado, LLC and Wealth Management Consultants Inc. He serves as a trustee of a family irrevocable insurance trust. Sanctuary Advisors, LLC serves a broad range of clients including individuals, corporations, pension plans, and charitable organizations through a network of over 400 independent investment adviser representatives. The firm offers portfolio management, financial planning, retirement plan consulting, and utilizes various analytical approaches across discretionary and non-discretionary accounts.

Suzanne Rismiller is a CFP®-credentialed financial advisor with eight years of industry experience. She has worked at Oppenheimer & Co. Inc since 2017 and has prior experience at Grenoble Ecole de Management. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, including high net worth clients, as well as corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a broad range of investment and consulting services across equity, balanced, and fixed-income portfolios, employing both discretionary and non-discretionary management approaches.

Genevieve Zeletz is a financial advisor at Kestra Advisory in Houston, TX, holding a Series 66 designation with 18 years of industry experience. Her prior experience includes roles at Mosaic Advisors and Ameriprise Financial Services, Inc. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a broad mix of institutional and individual clients, offering services such as fiduciary consulting, plan design, and employee education. The firm manages approximately $79.8 billion in assets and serves large institutional investors, including sovereign wealth funds.

Ronald Graham is a financial advisor with Valic Financial Advisors in Houston, TX, holding Series 63 and Series 65 licenses and 13 years of industry experience. He has worked at Valic Financial Advisors since 2013 and also serves as an insurance agent 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 UMA models to construct client portfolios.

Karen Sotallaro is a CFP® with 20 years of industry experience and currently serves as a financial advisor at Cresset Asset Management, LLC. Her prior work includes roles at Oak Harvest Investment Services and D.H. Hill Securities, among others. She is a board member of the Rotary Club of Houston and also works as an independent consultant for Rodan + Fields. Cresset Asset Management is a multi-disciplinary investment adviser managing approximately $78.9 billion in client assets. The firm serves a diverse client base including individuals, high-net-worth clients, trusts, estates, retirement plans, and corporations, employing a disciplined, risk-aware investment approach across public equities, fixed income, and a range of alternative asset classes.

Renato Alarcon is a financial advisor with Eagle Strategies (NY Life) based in Houston, TX, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has been affiliated with New York Life and its related entities since 2002 and operates Alarcon Financial Strategies, LLC, where he brokers non-registered insurance products alongside NY Life offerings. Eagle Strategies serves a diverse client base, including individual investors, defined contribution and defined benefit plans, and charitable and corporate clients. The firm provides financial planning, investment management, and retirement-plan advisory services, primarily through non-discretionary asset management and a variety of program types tailored to client and plan sponsor objectives.

Zaid Siddiqui is a financial advisor at VALIC Financial Advisors with four years of industry experience. He holds a Series 66 designation and has worked at several firms including Agia, Insight Management & Consulting, and Audi Central Houston. Outside of advising, he is an agent for non-securities insurance products at Agia. 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 and utilizes centralized technology and model solutions.

Sara Mortus is a financial advisor at Valic Financial Advisors with one year of industry experience. She holds a Series 66 designation and previously worked in educational roles and retail. Additionally, she is appointed as an agent to sell non-securities insurance products. Valic Financial Advisors serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants. The firm offers portfolio management and financial planning through a large network of advisors, using discretionary unified managed accounts with a focus on technology and model solutions.

David Hanson is a CFP® and ChFC® with 40 years of experience in the financial industry. He is currently with Stratos Wealth Partners, Ltd, having joined in 2025 after a decade at Sovereign Wealth Advisors, LLC and prior roles at LPL Financial and Securities America Advisors, Inc. Outside of advisory work, he has maintained a business entity for tax and investment purposes since 2017. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise advisor with approximately 379 advisors and $18.6 billion in assets under management. The firm serves individuals, retirement plans, corporations, nonprofits, and institutional clients through a model that emphasizes independent advisor representation and uses an open-architecture investment approach integrating multiple third-party platforms and managers.

Kristopher Mosley is a financial advisor with Valic Financial Advisors in Houston, TX, holding Series 63 and Series 66 licenses and one year of industry experience. Prior to joining Valic, he has worked in education and music, including roles as a music educational consultant and voice-over business owner. Outside of financial advising, Mosley operates Kris Mosley Studios, providing voice-over services, and works as an agent selling non-securities insurance products. 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 for portfolio construction.