Jonathan Copley is a financial advisor at Creative Planning with 10 years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Creative Planning in 2022, he worked at JP Morgan Chase Bank and JP Morgan Securities from 2019 to 2021, and at TD Ameritrade from 2016 to 2019. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, trusts, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies, complemented by tax-loss harvesting and private market exposure.

Danika Korenek is a financial advisor with Valic Financial Advisors in Houston, TX, holding Series 63 and Series 65 credentials and having 11 years of industry experience. She has been with Valic Financial Advisors since 2015 and is also engaged as an agent for Agia and works as a food deliverer for Uber Eats. 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 and operating at scale with over 1,200 advisors.

Ana Portillo is a financial advisor at VOYA Financial Advisors, Inc. with 19 years of industry experience. She holds a Series 66 designation and has been with VOYA and its affiliated entities since 2007. Outside of her advisory role, she is also an independent insurance agent specializing in fixed insurance products. VOYA Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial that serves individuals, retirement plans, charitable organizations, and corporate clients. The firm offers financial planning, portfolio management, and various advisory services through a large network of investment adviser representatives, using a combination of in-house and external strategists and technology-enabled tools to implement client recommendations.

Eduardo Segura is a financial advisor at Cresset Asset Management, LLC with one year of industry experience. He holds Series 65 and Series 63 licenses. Prior to joining Cresset, he worked at Sanford C. Bernstein & Co., LLC, S&K Global Solutions LLC, General Motors, and the University of Houston. Cresset Asset Management is a multi-disciplinary investment adviser managing approximately $78.9 billion in client assets. The firm serves individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and pooled investment vehicles with services including wealth management, portfolio management, and retirement plan consulting, employing a disciplined, risk-aware approach that integrates strategic asset allocation, manager selection, and both active and passive investment strategies.

Allen Lyttle is a financial advisor at Valic Financial Advisors with 24 years of industry experience. He holds Series 63, 65, and 66 licenses. Prior to joining Valic Financial Advisors in 2026, he worked for Next Financial Group Inc for 22 years. 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 consulting services through a large network of advisors, utilizing discretionary unified managed accounts and model solutions on Envestnet’s platform.

Daniel Scannell Jr. is a financial advisor with Oppenheimer, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. His prior firms include Morgan Stanley and Citigroup Global Markets. He serves as trustee for several irrevocable trusts and is the executor of his father’s estate. Oppenheimer is a registered investment adviser and broker-dealer that serves individuals, corporations, pension plans, and charitable organizations through a broad range of programs. The firm offers both discretionary and non-discretionary advisory services across equities, balanced, and fixed-income portfolios, with a notable portion of its assets managed on a non-discretionary basis.

Duane Wagner is a financial advisor at AE Wealth Management, LLC with two years of industry experience. He holds a Series 65 designation and has held roles at firms including TIP Group LLC and The Fitzpatrick Group. Outside of advisory work, Wagner is a passive investor in companies focused on leadership training and digital marketing. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base including individuals, corporations, and ERISA plan sponsors. The firm emphasizes model portfolio and direct asset management programs supported by fundamental, technical, and cyclical investment analysis.

Steven Jenkins is a financial advisor at Valic Financial Advisors with six years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Fidelity Investments, TIAA, and RE/MAX Commercial Advisors Group. Jenkins is based in Houston, TX. Valic Financial Advisors is an SEC-registered investment adviser and FINRA-member broker-dealer serving 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 across its platform.

David Dziadziola is a financial advisor with Oppenheimer based in Houston, TX, holding Series 63 and Series 65 licenses and possessing 19 years of industry experience. He has worked at Oppenheimer since 2018 and previously spent five years with Intelligent Capital Reserve Group. Oppenheimer is a registered investment adviser and broker-dealer that serves a broad client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers diverse investment programs and advisory services that include discretionary and non-discretionary portfolio management, with a notable portion of assets managed on a non-discretionary basis.

Michael Brown is a financial advisor with Valic Financial Advisors in Houston, TX, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Valic Financial Advisors since 1998 and also has a role as an agent at Agia, focusing on non-securities insurance products. 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, wrap programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Robert Waddell Jr. is a financial advisor with VOYA Financial Advisors, Inc. in Houston, TX, holding Series 63 and Series 66 licenses and bringing 40 years of industry experience. He has been with VOYA Financial Advisors since 2014 and previously worked at Voya Financial Partners, LLC from 2003 to 2011. Outside of his advisory role, he operates as an independent insurance agent involved in the sales of fixed insurance products. VOYA Financial Advisors, Inc. provides financial planning, portfolio management, unified managed account and wrap programs, and retirement-plan advisory services to individuals, pension plans, charitable organizations, and corporations. The firm combines model portfolios, technology-driven tools, and both discretionary and non-discretionary management approaches to support client investment strategies.

Matthew Bartula is a financial advisor at Valic Financial Advisors in Houston, TX, holding Series 66 and Series 63 licenses with one year of industry experience. Prior to joining Valic Financial Advisors in 2025, he worked for Sparrowhawk LLC from 2016 to 2023. He 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 and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers financial planning, portfolio management, and discretionary unified managed accounts using Envestnet’s platform, operating at scale with more than 1,200 advisors managing approximately $29.2 billion.

Kristi Cain is a financial advisor with Eagle Strategies (NY Life) based in Houston, TX. She holds the ChFC® and Series 63 designations and has 18 years of industry experience. Her career includes roles at New York Life Insurance Co and NYLIFE Securities, LLC, where she has worked since 2009. Eagle Strategies serves a diverse client base, including individual investors, retirement plans, and institutional clients, offering financial planning, investment management, and advisory services. The firm emphasizes tailored recommendations and manages a substantial portion of its assets on a non-discretionary basis.

Jose Rodriguez is a financial advisor with Valic Financial Advisors in Houston, TX. He holds Series 66 and Series 63 licenses and has one year of experience in the industry. His prior work includes roles in education at the University of Houston-Downtown and Houston Community College, as well as service positions in the food industry. Valic Financial Advisors, Inc. is an SEC-registered investment adviser and FINRA-member broker-dealer that primarily serves U.S. individuals, including high net worth clients and employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and multiple wrap programs, utilizing discretionary unified managed accounts and a blend of technology and model solutions to support its large client base.

Corey Armstrong is a financial advisor at Valic Financial Advisors with three years of industry experience. He holds Series 63, 65, and 66 licenses and has previously worked at firms including Agia and Tapfin/EY. Outside of his advisory role, he is also an agent for non-securities insurance products with Agia and works as a delivery driver. 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 and financial planning services through a large network of advisors and utilizes discretionary unified managed accounts supported by centralized technology and model solutions.

Marie Cane is a financial advisor with Valic Financial Advisors in Houston, TX, holding a Series 66 designation and 17 years of industry experience. She has been with Valic Financial Advisors since 2015 and also associated with American General Life Insurance and AIG Capital Services, Inc. during the same period. 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 manages approximately $29.2 billion across nearly 300,000 clients with a network of over 1,200 advisors, offering unified managed accounts, portfolio management, and financial planning services supported by centralized technology and model solutions.

Candace Johnson is a financial advisor at Valic Financial Advisors with four years of industry experience and holds a Series 66 designation. Her career includes roles at Agia, PNC Bank, BBVA USA, and State Farm. In addition to her advisory work, she is also an agent for non-securities insurance products. 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 wrap programs, portfolio management, and financial planning services through a large network of advisors, utilizing discretionary unified managed accounts with tax-aware and impact/ESG overlay options.

N Naemeka Onuba is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and has 12 years of industry experience. He has been with Transamerica Financial Advisors since 2013 and has held various roles in companies including Premier Force Global LLC, National Association of Registered Social Security Analysts, and Technoria LLC. Outside of advisory work, Onuba is involved in IT consulting and social security analysis through independent business activities. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, utilizing a large advisor network and multiple program platforms. The firm primarily implements its advisory model through model portfolios and third-party managers, serving individual investors, retirement plans, trusts, and charitable organizations.

Alan Christensen is a CFA® charterholder with 16 years of experience in investment management. He has worked at Fayez Sarofim & Co. and its affiliated entities since 2010. Based in Houston, TX, he has been involved with multiple facets of the firm’s investment operations over this period. Fayez Sarofim & Co. provides discretionary investment management to institutional and individual clients, including pension plans, endowments, foundations, and registered investment companies. The firm is known for its centralized investment committee, bottom-up research approach focusing on large-cap, high-quality companies, and its role as a manager and sub-adviser to various investment funds.

Esmeralda Gonzales is a financial advisor at Valic Financial Advisors in Houston, TX, holding Series 63 and Series 65 licenses with three years of industry experience. Her prior work includes a decade at Orion Real Estate and a role as an agent selling non-securities insurance products for AGIA. She is also the owner of a cleaning company, though it is not currently active. 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 managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.