Anna Nieto is a financial advisor at Citigroup Global Markets with 13 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Citigroup since 2019, following roles at Fidelity Personal and Workplace Advisors and Fidelity Investments. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies with in-house research and compliance oversight, supporting both discretionary and non-discretionary client solutions.

Matthew McCleary is a financial advisor with Guardian Life and Park Avenue Securities, holding the ChFC® designation and Series 66 license. He has 15 years of industry experience, primarily with Guardian Life, where he worked for a decade before his current roles. McCleary operates McCleary Wealth Partners, an LLC used for managing his other business activities. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm offers tailored financial planning and investment management through advisor-led discretionary and model-based strategies, utilizing proprietary programs and third-party platforms.

Jeffrey Swantkowski is a Series 65-credentialed advisor at Mariner with 22 years of industry experience. He has worked at Mariner since 2019 and previously spent 16 years at Patriot Wealth Management, Inc. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, trusts, and charitable organizations through investment management, financial planning, retirement plan consulting, and access to pooled vehicles and third-party managers. The firm offers coordinated tax services, Core Family Office services, and employer financial-wellness tools alongside customized portfolio management supported by an internal team and external platforms.

Chimtuo Ofomata is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and 10 years of industry experience. His background includes roles at United Healthcare, Devoted Health Inc, and involvement with multiple businesses such as Amazing Grace Pharmacy, where he works as a pharmacist. He also has roles with LegacyShield Solutions, Inc and Transamerica Employee Benefits, reflecting a diverse professional portfolio. Transamerica Financial Advisors serves a wide range of clients including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers both advisory and broker-dealer services, providing fee-based wrap programs, model portfolios, and access to third-party money managers through proprietary and third-party model suites.

Alexander Ling is a financial advisor with Hightower Advisors based in Houston, TX. He holds a Series 65 designation and has one year of industry experience. Prior to joining Hightower, he worked at The Menard Financial Group, LLC and Willis Johnson & Associates, and he operated Sandra Ling Designs for seven years. Hightower Advisors provides investment advisory and planning services to a broad range of individual and institutional clients. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing proprietary research and offering access to various investment vehicles including mutual funds, ETFs, and alternative investments.

Patrick Dickson is a financial advisor with Guardian Life and holds a Series 66 designation. He has 26 years of industry experience, including prior roles at Ameriprise and Mass Mutual Investors Services. He is a co-owner of White Rhino Financial LLC and is involved with Rethink Wealth LLC, both operating under Guardian. Park Avenue® Wealth Management, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and offers access to proprietary and third-party investment solutions, as well as integrated lending options and a digital advisory platform.

Aurora Barcenas is a CFP® professional with 16 years of industry experience, currently serving as a financial advisor at Hightower Advisors since 2022. Her prior experience includes roles at Investec Wealth Strategies, PartnersInWealth, Inc., and Morgan Stanley, spanning a total of nine years. Outside of her advisory work, she is involved with YogaOne Houston, where she contributes as a yoga instructor and studio partner. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers supported by proprietary research and comprehensive portfolio construction strategies.

Alfred Mayes is a financial advisor with First Command Advisory Services in Missouri City, TX, holding Series 63, 65, and 66 licenses and 17 years of industry experience. His prior roles include positions at Valic Financial Advisors, Merrill, and LPL Enterprise. He is also involved with Our Daily Bread, a nonprofit organization. First Command Advisory Services is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm provides financial planning and multiple wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers.

Andrei Prada is a financial advisor at &PARTNERS based in Houston, TX, with 14 years of industry experience. He holds the Series 66 designation and has worked previously at Wells Fargo Clearing, Wells Fargo Bank NA, and Merrill. &PARTNERS serves a diverse range of individual and institutional clients, offering investment management, financial and tax planning, and consulting services. The firm employs a variety of analytical approaches and utilizes both proprietary and third-party strategies, providing advisory services through direct management or third-party managers.

Duane Hirsch is a financial advisor at Corient with 33 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. His prior experience includes roles at Purshe Kaplan Sterling Investments, CIPW Service Company, FSC Securities Corporation, and Stavis & Cohen Private Wealth. Outside of his advisory work, he owns a rental property management business in Charlotte, NC. Corient provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, pension 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 alternative investment options where appropriate.

Donald Robertson is a financial advisor with Guardian Life holding a Series 66 designation and two years of industry experience. He has worked at Guardian Life and its subsidiary Park Avenue Securities since 2025, with prior experience at Edward Jones and Southern Glazer's Wine and Spirits LLC. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers tailored client relationships through a combination of advisor-led discretionary management and model-based strategies, alongside access to insurance products and alternative investment platforms.

Liliana Barajas is a financial advisor with PNC Wealth Management in Missouri City, TX, holding Series 63 and Series 65 licenses and having three years of industry experience. Before joining PNC, she worked at Wells Fargo Clearing Services and Wells Fargo Bank from 2018 to 2026. She also has experience in the food service and community sectors through roles at Craft Cuisine Ocala and Latinos Y Mas. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio management offering for employees that uses algorithm-driven risk assessment and invests in mutual funds and ETFs.

Louis Kelley is a financial advisor with Empower Advisory Group, holding Series 63 and Series 66 designations and 25 years of industry experience. His previous roles include positions at Raymond James and LPL Financial. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, utilizing an integrated model connected to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and savings rates in its financial planning services and manages a large participant base relative to its advisor count.

Michael Nobles is a financial advisor at &Partners with 31 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and previously worked at Wells Fargo Clearing for eight years before joining &Partners. &Partners serves a broad range of individual and institutional clients, offering investment management, financial and tax planning, retirement-plan consulting, and brokerage services. The firm employs a variety of analytic approaches and portfolio management options, including third-party managers, and operates under dual registration as both a registered investment adviser and a broker-dealer.

Brandon Hicks is a financial advisor at Hightower Advisors with a Series 65 designation. He joined the firm in 2024 and has prior work experience at Amazon and in the food service industry. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients, utilizing a multi-manager investment approach that includes proprietary research and a variety of investment vehicles.

Francoise Price is a Series 66-licensed financial advisor with 24 years of industry experience, currently practicing at Citigroup Global Markets in Houston, TX. She has been with Citigroup Global Markets since 2007. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs alongside execution and custody services. The firm employs multi-asset, multi-manager strategies and operates with significant institutional scale and unique market roles, including serving as a swap dealer and futures commission merchant.

Andrew Tinsley is a financial advisor with Lincoln Investment in Houston, TX, holding a Series 66 designation and 10 years of industry experience. He has been with Lincoln Investment since 2016 and also works as a financial analyst at Adaptive Asset Management, where he supports investment strategy through analysis and reporting. Lincoln Investment Planning, LLC is an enterprise advisory and broker-dealer serving a diverse client base, including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management, and advisor-led consulting, supported by an in-house Investment Management & Research team that designs strategic model portfolios and adaptive strategies.

Chad Goodrich is a financial advisor with Empower Advisory Group, holding Series 66 and Series 63 licenses and 10 years of industry experience. His career includes roles at Fidelity Investments, Better Mortgage, TD Ameritrade, Merrill Edge, and Merrill. Outside of his advisory work, he is a partner and investor in CTW Group, LLC, a laundromat business where he assists with strategic planning. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as select IRA and retail brokerage clients, delivering services through an integrated model connected to Empower’s recordkeeping and administrative platforms.

Donald Taylor is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and 65 designations and over 30 years of industry experience. He has been with Park Avenue Securities and Guardian Life since 2000. In addition to his advisory work, he serves as co-trustee for his daughter’s trust and co-executor of his mother’s estate. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management and model-based strategies, along with access to insurance products and alternative investments.

Yuk Kin Kuan is a financial advisor with Eagle Strategies (NY Life) based in Missouri City, TX, holding Series 63 and Series 65 credentials and having 25 years of industry experience. He has worked with Eagle Strategies and affiliated New York Life entities since 2018 and previously with AIG Financial Network and Prudential. Eagle Strategies serves a diverse client base including individual investors, institutional clients, and retirement plans, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and delivers a range of advisory programs, primarily managing assets on a non-discretionary basis through an integrated New York Life affiliate structure.