Pich Molyka Nhek is a financial advisor at Private Advisor Group, LLC with a Series 65 designation. Nhek has experience working at Weaver Capital Advisors, Sowell Management, and Vattanac Investment Limited, among other firms. Based in Houston, TX, Nhek has been active in the financial services industry since 2015. 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 advisory model and utilizes multiple technology platforms and investment strategies, often implementing advice through third-party managers and TAMPs.

Mauricio Castillo is a financial advisor at Truist Advisory Services with four years of industry experience. He holds a Series 66 designation and has worked at Truist Advisory Services and Truist Investment Services since 2024. Prior to that, he was with Insigneo Advisory Services LLC, PNC Investments LLC, PNC Bank, and BBVA USA. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and a manager-selection program, implementing advice through a combination of discretionary and non-discretionary arrangements supported by AI-enabled research tools.

Andrew Kanaly is a financial advisor with Mercer Global Advisors Inc. in Houston, TX, holding a Series 65 designation and seven years of industry experience. Prior to joining Mercer, he spent 34 years at Kanaly Trust. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofit organizations. The firm’s investment approach uses Modern Portfolio Theory with globally diversified, risk-appropriate portfolios and employs various strategies including multi-factor tilts, low-cost index vehicles, and tax management.

Joshua Ellison 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 firms including Chalice Capital Partners, Texas Capital Bank, Raymond James Financial Services, and JP Morgan. Ellison is based in Houston, TX. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies with internal oversight and provides solutions that include separately managed accounts, mutual funds, ETFs, alternative funds, and exposure to digital assets.

Jeffrey Gardner is a financial advisor with Commonwealth Financial Network in Richmond, TX, holding Series 63 and Series 66 designations and possessing 19 years of industry experience. He has worked at several firms, including Sagepoint Financial Advisors for 13 years and OSAIC for one year. Gardner also has involvement in fixed insurance sales, dedicating a portion of his professional time to this activity. Commonwealth Financial Network serves a national network of approximately 2,900 affiliated advisors and manages client assets totaling over $210 billion. The firm offers a comprehensive adviser-support platform with discretionary and nondiscretionary managed-account programs, third-party asset manager access, and back-office services.

Ryan Morehead is a financial advisor at AE Wealth Management, LLC with 10 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at firms including American Heritage Financial and The O.N. Equity Sales Company. Outside of advisory roles, he is also involved in entrepreneurship through Morehead Cleaning LLC and serves as a sports official. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base that includes individual households, corporations, trusts, and ERISA plan sponsors. The firm emphasizes discretionary model portfolios and uses a range of analytical methods and investment strategies to serve its clients.

Javier Ramirez Carstens is a Series 66-licensed financial advisor with Citigroup Global Markets, based in Houston, TX. He has six years of industry experience, including three years at Citibanamex before joining Citigroup Global Markets in 2018. 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 utilizes multi-asset, multi-manager strategies with internal oversight and manages bespoke discretionary solutions for large relationships.

Matthew Speed is a financial advisor with Independent Financial Group, LLC, holding a Series 66 designation and 13 years of industry experience. He previously worked at LPL Financial for 10 years and Texas Dow Employees Credit for 15 years. Outside of his advisory role, he volunteers teaching personal finance and economics to high school students at the Bluebonnet Homeschool Scholars Cooperative. 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 offers a range of portfolio management and financial planning services, utilizing both firm and third-party models to create tailored investment strategies.

Louis Mayor is a financial advisor with Guardian Life and holds Series 65 and Series 63 licenses. He has six years of industry experience, including roles at Northwestern Mutual and MassMutual. 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, charities, and businesses. The firm offers a range of financial planning and consulting services, combining advisor-led discretionary management with model-based strategies through proprietary and third-party platforms.

Raymond James is a financial advisor at Citigroup Global Markets with Series 63 and Series 65 licenses and nine years of industry experience. His prior roles include positions at Charles Schwab, Bank of America/Merrill Lynch, JPMorgan Chase, and the University of Houston. He also owns Anbu Risk Consulting, a Houston-based firm providing general administrative and operational support. Citigroup Global Markets serves individual and institutional clients across various wealth segments and offers a broad range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and maintains large institutional scale with specialized market roles, including derivatives and futures services.

Robert Fuest is a financial advisor at Farther with 13 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Fuest & Klein Wealth Advisors LLC and Landor & Fuest Capital Managers. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a digital platform and in-person meetings. The firm’s investment approach is based on Modern Portfolio Theory, utilizing proprietary model portfolios and algorithmic rebalancing, with an emphasis on ETFs, mutual funds, equities, and fixed income.

Pedro Narvaez Garcia is a financial advisor with Citigroup Global Markets, holding a Series 66 designation and 15 years of industry experience. He has been with CitiBank, N.A. since 2011. 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 implements multi-asset, multi-manager strategies and operates with a combination of large institutional scale and specialized market roles.

Ernest Hammersley Jr. is a financial advisor with Guardian Life and holds the Series 63 and Series 66 designations. He has 28 years of industry experience, including a long tenure at Park Avenue Securities and Guardian Life. Outside of his advisory work, he competes in national BBQ cook-off competitions as part of the Guardians of BBQ team. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm provides tailored client solutions through advisor-led discretionary management, model-based strategies, and access to proprietary and third-party programs.

Yasmina Rivera is a financial advisor at Hightower Advisors based in Houston, TX, holding a Series 65 designation with one year of industry experience. Her prior work includes roles at Gessner Wealth Strategies and entrepreneurial experience managing Kirby Ice House and Christian's Tailgate Bar & Grill. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm emphasizes manager selection and multi-manager solutions, utilizing affiliated and third-party managers to deliver portfolio management, financial planning, and retirement plan consulting.

Susan Travis is a CFP® professional with eight years of industry experience. She has worked at Mercer Global Advisors Inc. since 2017 and previously spent 20 years at Kanaly Trust. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, business owners, corporate plan sponsors, foundations, and nonprofits. The firm employs a Modern Portfolio Theory-based approach with globally diversified, risk-appropriate portfolios and offers a range of implementation options and specialized services.

Pamela Martinez is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. She has worked at Citigroup Global Markets since 2007. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and maintains in-house research and security-pricing functions, supporting large institutional scale and complex market roles.

Gregory Benson is a Series 66-licensed financial advisor at Citigroup Global Markets with 11 years of industry experience. He has been with Citigroup since 2013 in their Houston, TX office. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and execution services. The firm implements multi-asset, multi-manager strategies through both discretionary and non-discretionary programs, supported by internal standards and oversight committees.

Daniel Diiorgi is a financial advisor with Eagle Strategies (NY Life) based in Missouri City, TX. He holds Series 63 and Series 65 designations and has 20 years of industry experience. Since 2014, he has been affiliated with New York Life Insurance Company. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm emphasizes tailored recommendations and manages the vast majority of its assets on a non-discretionary basis.

Dana Narcisse is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. Prior to joining Hornor, Townsend & Kent in 2022, Narcisse held roles at The Penn Mutual Life Insurance Company, Park Avenue Securities, Guardian Life Insurance Company, Pruco Securities LLC, and The Prudential Insurance Company of America. Outside of advising, Narcisse serves on the board of directors for the Houston Cardiac Association and holds positions in medical services as a C.T. technologist. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a network of advisers, offering advisory programs, financial planning, and retirement plan consulting. The firm combines advisory and broker-dealer services, providing custody, execution, and brokerage capabilities alongside a platform that includes third-party asset manager relationships and both discretionary and non-discretionary account options.

Ruben Garcia is a financial advisor at Mariner with a Series 65 credential and one year of industry experience. Prior to joining Mariner, he worked at Storehouse Financial LLC and Interstate Truck Center. Outside of advising, he is involved in eCommerce through eBay and serves as a baseball coach at the Parker County Baseball Academy. Mariner serves a diverse client base including individuals, pension plans, trusts, and corporations, offering investment management, financial planning, retirement consulting, and coordinated tax services. The firm uses discretionary, customized portfolios supported by an internal investment team and third-party managers, with notable integration of tax and accounting services alongside traditional portfolio management.