Maria Asher is a CFA® charterholder with three years of industry experience. She has been with Truist Advisory Services since 2024, following a decade at Westwood Wealth Management. Maria is based in Houston, TX. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm utilizes a combination of discretionary and non-discretionary strategies and incorporates third-party manager platforms as part of its AMC Advantage program.

Anna Maria Jones is a CFP® with 22 years of experience in the financial services industry. She has worked at Mariner Wealth Advisors since 2019 and previously spent 15 years at Patriot Wealth Management. Jones is based in Houston, TX. Mariner serves a diverse range of clients including individuals, pension plans, trusts, and corporations, offering services such as investment management, financial planning, retirement consulting, and coordinated tax and family office services. The firm employs customized portfolio strategies overseen by an Investment Committee and integrates tax and accounting capabilities uncommon for firms of its size.

Lindsay Lambert is a financial advisor with Concurrent Investment Advisors, LLC based in Houston, TX. She holds a Series 66 designation and has 21 years of industry experience. Her prior roles include positions at Purse Kaplan Sterling, RBC Capital Markets, Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and UBS Financial Services. 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 focuses on customized, primarily long-term investment portfolios that incorporate ETFs, mutual funds, individual securities, and alternative investments, supported by a network of approximately 286 advisors serving over 13,000 clients.

Allison Swantkowski is a financial advisor at Guardian Life with 21 years of industry experience. She holds Series 65 and Series 66 licenses and has worked at Park Avenue Securities, Ameriprise Financial Services, and Cambridge Investment Research Advisors. Between 2020 and 2024, she was a stay-at-home mom. Park Avenue Securities LLC, a subsidiary of Guardian Life Insurance Company, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of financial planning, consulting, and investment management solutions tailored to client needs, including discretionary and model-based strategies.

Robert Burks is a financial advisor with Concurrent Investment Advisors, LLC, holding a Series 66 credential and 26 years of industry experience. His prior roles include positions at Raymond James Financial Services, J.P. Morgan Securities, and Chase Investment Services. He is also involved with Green Financial Group and Winstone Wealth Partners as a financial advisor. Concurrent Investment Advisors, LLC is a multi-team SEC-registered firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm focuses on customized, primarily long-term portfolios using ETFs, mutual funds, individual securities, bonds, alternative investments, and independent sub-advisers, supported by operational tools and a network of approximately 286 advisors.

Christine Estelle is a financial advisor at Empower Advisory Group with three years of industry experience. She holds Series 63 and Series 66 credentials. Prior to her current role, she worked at NYLife Securities LLC, New York Life Insurance Co, and JP Morgan Chase Bank. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and retail brokerage account holders. The firm’s services are closely integrated with Empower’s recordkeeping and administrative platforms and emphasize long-term portfolio returns and annual rebalancing.

Michael Moreno is a financial advisor at Citigroup Global Markets with 13 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Citigroup since 2022. Prior to that, he was with JPMorgan Securities LLC and JPMorgan Chase Bank NA from 2014 to 2022. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with specialized market roles and arrangements.

Priya Anthony is a financial advisor with PNC Wealth Management in Katy, TX, holding Series 65 and Series 63 licenses and possessing 11 years of industry experience. Her career includes multiple roles at BBVA-affiliated firms from 2013 to 2021, before joining PNC Investments in 2019. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only, employee pilot digital offering that employs algorithmic risk assessment and discretionary management of mutual fund and ETF portfolios.

Jeffrey Kacal is a CFP® and holds a Series 66 license with 26 years of industry experience. He has been with Mercer Global Advisors Inc. since 2015. The firm serves a broad client base including individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofit organizations. Mercer Global Advisors emphasizes a globally diversified investment approach grounded in Modern Portfolio Theory, offering a range of portfolio management and planning services.

John Grover is a financial advisor at Concurrent Investment Advisors, LLC with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Raymond James Financial Services and Performance Group. Grover is also an independent contractor with Winstone Wealth Partners, where he manages his clients. Concurrent Investment Advisors, LLC is a multi-team advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm focuses on customized, primarily long-term portfolios using ETFs, mutual funds, and other investments, supported by a network of approximately 286 advisors.

Manh Le is a financial advisor with Transamerica Financial Advisors who holds Series 63 and Series 65 licenses and has 30 years of industry experience. He has worked at Transamerica Financial Advisors since 2012 and has been affiliated with WFGIA since 2001. His business activities include sales of insurance and non-insurance products for companies affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm provides a combination of advisory and broker-dealer services through proprietary and third-party investment programs, offering both discretionary and non-discretionary portfolio management options.

Vincent Nguyen is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 65 credential and based in Houston, TX. He has one year of industry experience and has held positions at The Post Oak Hotel at Uptown Houston and Future Financial South. He has also been affiliated with the University of Houston since 2022. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in regulatory assets and employs a diversified investment process that blends passive and active management with quantitative, momentum, and fundamental analysis.

Kamran Ellini is a CFP® and ChFC® with 27 years of experience in the financial services industry. He has worked with Park Avenue Securities and The Guardian Life Insurance Company since 2011 and held prior roles at Mass Mutual Investors Services, Investment Professionals, Inc., and Ameriprise. He is associated with Guardian Life, an enterprise firm serving individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers brokerage and advisory services, combining advisor-led management with model-based strategies and access to proprietary programs and select third-party solutions.

Thomas Sartor is a CFA® charterholder and holds a Series 65 license, with 10 years of industry experience. He has worked at The Financial Advisory Group Inc from 2014 to 2024 and has been with Wealth Enhancement Advisory Services, LLC since 2024. He serves as the Vice President of Programming for the CFA Society of Houston. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement consulting, employing a strategic investment approach that combines active and passive management with quantitative and fundamental research.

Jo Grooms is a financial advisor at &Partners with 42 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing for eight years before joining &Partners in 2024. &Partners serves a diverse client base, including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers investment management and financial planning services using a combination of fundamental, technical, and quantitative analysis, alongside proprietary and third-party strategies.

Antonio Delagarza is a financial advisor with PNC Wealth Management based in Sugarland, TX, holding Series 63 and Series 65 designations and bringing 24 years of industry experience. His prior roles include positions at BBVA Wealth Solutions Inc., BBVA Compass Insurance Agency, BBVA Securities Inc., and COMPASS Bank, spanning two decades. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary digital offering available by invitation to employees. The firm employs algorithmic risk assessments to select investment models managed by PNC or third parties, focusing on mutual funds and ETFs with annual rebalancing.

Christopher Puckett is a financial advisor with Wealth Enhancement Advisory Services, LLC in Houston, TX. He holds a Series 65 designation and has two years of industry experience. His prior work includes roles at The Financial Advisory Group and positions related to education and recreational organizations. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise firm serving a diverse client base, including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and retirement consulting, using a strategic investment approach that combines passive and active managers and incorporates quantitative and fundamental research.

Zainab Gandhi is a CFP®-certified financial advisor with 17 years of industry experience, currently affiliated with Carson Wealth. She has held roles at Raymond James Financial Services and The Shobe Financial Group, among others. Outside of advisory work, she is a partner in Allied Shipping and Chemicals LLC and Gifted Homezz LLC, a real estate venture. Carson Wealth is an SEC-registered investment adviser operating an enterprise platform with over 650 advisors and approximately $50.6 billion in assets under management. The firm offers discretionary asset management, financial planning, and retirement plan services, utilizing a model portfolio approach overseen by an Investment Committee and providing tailored investment solutions.

Patricia Peterson is a financial advisor at Concurrent Investment Advisors, LLC with 42 years of industry experience. Her prior roles include positions at Wells Fargo Advisors, Wells Fargo Clearing, and Prudential Equity Group, LLC. Outside of her advisory work, she is involved in running an online jewelry business called So Loved, LLC. Concurrent Investment Advisors, LLC is a multi-team advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm focuses on customized, primarily long-term portfolios that utilize ETFs, mutual funds, and other securities, supported by internal due diligence and a range of operational tools.

Christopher Davis is a financial advisor at Sanctuary Advisors, LLC in Houston, TX, holding Series 65 and Series 66 licenses with four years of industry experience. His prior roles include positions at The Colony Group, InterOcean Capital, and AllianceBernstein L.P. He has worked at Sanctuary Advisors and Sanctuary Securities since 2026. Sanctuary Advisors, LLC serves a diverse client base including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers portfolio management, financial planning, retirement plan consulting, and access to various managed account platforms, employing multiple analytical approaches and acting as a fiduciary under written agreements.