John Goott is a CFP® professional with 24 years of industry experience. He is currently with Cerity Partners LLC and Cerity Partners Retirement Plan Advisors, where he has worked since 2022. Prior to that, he spent 21 years at Investec Wealth Strategies and has been involved with Investec Asset Management Group since 1984, where he holds the role of President in a non-investment capacity related to fixed insurance products. Cerity Partners advises a diverse client base, including individuals, families, trusts, business entities, and institutional investors, managing approximately $166.2 billion in assets as of the end of 2025. The firm offers customized wealth management services using a client-specific investment framework that integrates quantitative screening, manager selection, and access to alternative and private market solutions through affiliated businesses.

Thomas Archer is a financial advisor with TLG Advisors, Inc. in Houston, TX, holding the ChFC® designation and Series 63 and 66 licenses. He has 44 years of industry experience, including roles at The Leaders Group Inc, CONCOURSE FINANCIAL GROUP SECURITIES INC, and VOYA Financial Advisors. Outside of his advisory work, Archer is CEO of Archer Insurance Tech and serves as first vice president of Elite Insurance Agency Inc. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors through a combination of investment supervisory, portfolio management, and ERISA fiduciary services, employing fundamental analysis and Modern Portfolio Theory in its portfolio construction.

Melani Faulkner is a financial advisor with Guardian Life and holds Series 65 and Series 63 licenses. She has four years of industry experience, including roles at Park Avenue Securities and Guardian Life. Outside of her advisory work, she has a part-time involvement with Ash Brokerage focusing on insurance. Guardian Life, through its subsidiary Park Avenue Securities LLC, provides brokerage and investment advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers a range of financial planning and investment management solutions, combining advisor-led discretionary management with model-based strategies and access to proprietary and third-party platforms.

Allison Lyons is a CFP® professional with 22 years of industry experience, currently serving at Corient. She has held roles at several firms, including Purshe Kaplan Sterling Investments, FSC Securities Corporation, and Stavis & Cohen Private Wealth. Corient provides investment advisory and financial planning services to a broad client base, including individuals, high-net-worth clients, trusts, pension plans, and charitable organizations. The firm employs a goals-based, team investment approach combining in-house strategies with third-party solutions and specialized offerings through affiliates.

Sarahbeth Pipkin is a Certified Financial Planner (CFP®) with 18 years of industry experience. She currently works at Hightower Advisors and previously held roles at STA Wealth Management, LLC, and UBS Financial Services. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, pension plans, and charitable organizations. The firm’s approach emphasizes manager selection and multi-manager solutions, supported by proprietary research and a range of portfolio management options.

Ishan Brew is a financial advisor with Steward Partners Investment Advisory, LLC in Houston, TX, holding Series 63 and Series 65 licenses with nine years of industry experience. He previously worked at The Vanguard Group for seven years and has entrepreneurial experience as the owner of Beautifully Rooted LLC, a hair and skin care products business. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in assets and serving a diverse client base including individuals, pension plans, corporations, and charitable organizations. The firm offers a range of investment advisory and financial planning services, utilizing both in-house and third-party portfolio management solutions.

Lindsay Phillips is a Financial Consultant at Fidelity Investments, where she collaborates with clients to understand their short- and long-term financial goals and assists in developing tailored financial plans. She has been with Fidelity Investments since 2017, holding various roles including Investment Consultant, Planning Consultant, Relationship Manager, and Central Relationship Manager. Prior to joining Fidelity, she worked as a Retirement Specialist at VALIC from 2015 to 2017. Lindsay holds insurance licenses in Arkansas and California. Outside of her professional work, she is interested in family activities, parenthood, reading, and traveling.

Gustavo Gaspar is a financial advisor with Empower Advisory Group in Richmond, TX, holding Series 63 and Series 65 licenses with seven years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Bank, NA. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to select IRA and retail brokerage clients. The firm’s approach integrates proprietary and third-party methodologies focusing on long-term portfolio returns and savings rates within plan lineups chosen by plan sponsors.

Jerry Adam Jr. is a financial advisor with TLG Advisors, Inc. based in Richmond, TX. He holds Series 63 and Series 66 licenses and has 34 years of industry experience. His prior firms include Morgan Stanley, Citigroup Global Markets, and Wells Fargo Clearing Services. He is also involved as a managing member and partner in several insurance advisory businesses. TLG Advisors serves a diverse client base including individuals, high-net-worth clients, trusts, corporations, and institutional investors. The firm’s investment approach emphasizes manager selection and monitoring, using fundamental analysis and Modern Portfolio Theory to build diversified portfolios, with many accounts managed through sub-advisors and program platforms.

Oscar Gutierrez is a financial advisor with Transamerica Financial Advisors in Houston, TX, holding Series 63 and Series 65 licenses and with 24 years of industry experience. He has been with Transamerica Financial Advisors since 2012 and has prior experience with Wfg dating back to 2001. Additionally, Gutierrez operates a separate business as a certified trainer specializing in personal leadership. Transamerica Financial Advisors, LLC provides investment advisory, brokerage, and retirement-plan services to a wide range of clients, including individuals, employer-sponsored retirement plans, trusts, estates, charitable organizations, and businesses. The firm utilizes model portfolios and third-party managers across multiple platforms, managing approximately $1.7 billion in regulatory assets under management.

Robert Massa is a financial advisor at Prime Capital Financial with 23 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Massa has worked at Prime Capital Investment Advisors since 2017 and previously spent seven years at Ascende Wealth Advisers and Employee Benefit Solutions. Prime Capital Financial is an SEC-registered enterprise advisory firm that serves individuals, trusts, corporations, and retirement plans through asset management, financial planning, qualified retirement plan services, and third-party manager selection. The firm employs a variety of investment strategies and offers family office services, tax advisory through an affiliated subsidiary, and consolidated reporting for complex financial holdings.

Danielle Sandoval is a CFP® and holds a Series 66 license with nine years of industry experience. She currently works at Creative Planning and has previously been associated with Hope City Live, Inc. She hosts the Kingdom Compounding Podcast, which discusses biblical principles. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals and institutions. The firm employs a financial-planning-led investment approach emphasizing low-cost indexing, buy-and-hold strategies, and selective private market exposure.

Jonathan Tran is a financial advisor at Transamerica Financial Advisors with 12 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Transamerica Financial Advisors since 2017. Outside of his advisory role, he is involved with VN Pro Life LLC and JJ & D Enterprises, LLC. Transamerica Financial Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers both advisory and broker-dealer services, providing access to proprietary and third-party investment models with discretionary and non-discretionary program options.

Angelina Siller is a financial advisor at Citigroup Global Markets with 14 years of industry experience, holding Series 63 and Series 65 licenses. She worked at UBS Financial Services Inc. from 2011 to 2018 before joining Citigroup in 2018. Outside of her advisory role, she serves as the executor for an estate, managing fiduciary and probate responsibilities. 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 employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs, supported by in-house research and oversight committees.

Heather Holland is a financial advisor with Guardian Life, holding Series 65 and Series 66 licenses and one year of industry experience. Her prior roles include positions at Park Avenue Securities, United Planners via Trilogy Wealth Management, and tax specialist work at Dow Chemical. She also operates a tax preparation business serving individuals and a homeowners association in Houston. Guardian Life’s subsidiary, Park Avenue® Wealth Management, offers brokerage and investment 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 provides access to proprietary and third-party platforms, including digital advisory solutions and integrated lending options.

Travis Rhoad is a CFA® charterholder and holds a Series 65 license with 12 years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC, having previously worked at Trippon Wealth Management Group LLC for 13 years. Outside of his advisory role, he is also licensed to sell life and health insurance. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment approach combining passive and active managers, overseen by an internal Investment Committee.

Robyn Bruechert is a financial advisor at Citigroup Global Markets with a Series 66 designation and four years of industry experience. Her prior roles include positions at JPMorgan Chase & Co. and Dominion Energy. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies and maintains significant in-house research and market roles, distinguishing it from many peers.

Timothy Hannah is a CFP® professional with 39 years of experience in financial planning and investment advisory. He is associated with Ameritas Advisory Services, LLC since 2021 and also operates Hannah Financial Solutions and Lone Star Advisory Group, which he has led since 2004 and 1999, respectively. His career includes long-term roles with Ameritas Life Insurance Corp. and Ameritas Investment Corp. Outside of his advisory work, he is licensed to sell fixed insurance products. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base that includes individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm employs a range of investment strategies and platforms, combining model portfolios, mutual funds, ETFs, and individual securities, while managing operational practices to optimize costs and broaden investment options.

Steven Estrin is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 65 designation and 28 years of industry experience. He previously worked at The Financial Advisory Group, Inc. for 27 years before joining Wealth Enhancement Advisory Services and Wealth Enhancement Group in 2024. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans through a large network of advisors. The firm’s investment approach combines strategic allocation across risk classes with both passive and active management, supported by quantitative and fundamental research and an internal Investment Committee.

Dawson Moreno is a CFP® and holds a Series 66 designation with four years of industry experience. He is currently with Truist Advisory Services and has prior work history at The Mather Group and Zest Atlanta Catering, among other roles. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors and participants, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and inter-affiliate integration.