Juliana Cuervo is a Series 66-registered financial advisor with Citigroup Global Markets, based in Houston, TX. She has 17 years of industry experience, having previously worked at JPMorgan Securities LLC, JPMorgan Chase Bank NA, and Amerant Investments. 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 combines large institutional scale with unique market roles such as in-house research and swap dealer activities.

Edward Bautista is a financial advisor with TIAA-CREF in Houston, TX, holding Series 63 and Series 66 designations and 16 years of industry experience. Prior to joining TIAA-CREF in 2023, he worked at JPMorgan Chase Bank and JPMorgan Securities, LLC for ten years. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals—often those with prior employer retirement plan relationships—as well as trusts, estates, partnerships, corporate entities, and small retirement plans. The firm separates financial planning from ongoing portfolio management and serves as adviser to a donor-advised fund sponsored by Charityvest.

Laura Thompson is a financial advisor with Mercer Global Advisors Inc. in Houston, TX, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. She has been with Mercer Global Advisors since 2015, serving in various roles over that period. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments by providing investment advisory, financial, tax, retirement, and estate planning services. The firm’s investment approach relies on Modern Portfolio Theory and globally diversified, risk-appropriate portfolios using a combination of low-cost ETFs, index funds, separate account managers, and private funds.

Russell Kneisley is a financial advisor at Valic Financial Advisors with 26 years of industry experience. He holds the Series 63 and Series 65 licenses and has been with American General since 1998. 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 consulting services through a large network of advisors and utilizes discretionary unified managed accounts with optional tax-aware and ESG overlay services.

Stephanie Ellis is a financial advisor with Valic Financial Advisors in Houston, TX, holding Series 63 and Series 65 licenses and having 11 years of industry experience. She has worked at Valic Financial Advisors since 2014 and is also the owner of Platinum Solutions, a business that provides counseling and assistance to small business owners in preparing loan applications. Additionally, she is an Avon consultant and an agent for non-securities insurance products through Agia. 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 UMA models and operating with a large advisor network.

Alleyne Hill Jr. is a financial advisor with VALIC Financial Advisors in Houston, TX, holding Series 63 and Series 66 designations and bringing 26 years of industry experience. He has worked with VALIC Financial Advisors since 2006 and with Sunamerica Capital Services, Inc. since 2013. 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, offering managed-account programs, financial planning, and brokerage services.

Melchor Martinez is a financial advisor with VOYA Financial Advisors, Inc. in Houston, TX, holding a Series 66 designation and bringing 13 years of industry experience. His work history includes roles at Merrill, Bank of America, AXA Advisors, and Equitable Advisors. VOYA Financial Advisors, Inc. provides financial planning, portfolio management, and retirement advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm combines in-house and external strategies with technology-enabled tools to deliver both discretionary and non-discretionary investment solutions.

Thuong Nguyen is a financial advisor with Transamerica Financial Advisors in Houston, TX, holding Series 63 and Series 65 credentials and bringing 16 years of industry experience. His work history includes roles at Transamerica Financial Advisors since 2015, LSPN Pro, LLC, Blue Cross and Blue Shield of Texas, and Advance Technical Resources. Outside of advisory services, he is involved in health insurance enrollment and education, as well as operating a business building computers. Transamerica Financial Advisors serves a diverse client base, including individuals, pension plans, trusts, and corporations, offering both advisory and broker-dealer services through proprietary and third-party model portfolios. The firm operates as both a registered broker-dealer and RIA, with affiliated retirement and recordkeeping entities supporting plan clients.

Teneshia Eleby is a Series 66-licensed financial advisor with Valic Financial Advisors in Houston, TX, bringing three years of industry experience. She previously worked at AIG from 2006 to 2022 and has been associated with Agia since 2023, where she is appointed as an agent to sell 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, financial planning, and brokerage services, using Envestnet-developed models for portfolio construction and management.

Antwan Lambert is a financial advisor at TIAA-CREF with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Bank of America, Merrill, and Fidelity. Lambert is based in Houston, TX. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm offers both point-in-time planning and ongoing discretionary management, including customized portfolios managed under client-approved investment policies.

John Galloway is a financial advisor with VOYA Financial Advisors, Inc. in Houston, TX, holding Series 63 and Series 66 credentials and bringing 30 years of industry experience. His prior roles include positions at Voya Financial Partners, LLC, and MSI Financial Services, Inc. He is also an independent insurance agent and president of Galloway Kucera Financial, which provides financial planning and investment management services. VOYA Financial Advisors, Inc. is an enterprise-scale firm offering financial planning, portfolio management, retirement-plan advisory services, and access to third-party money managers for individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm combines in-house and external strategists with technology-enabled tools to manage mostly non-discretionary client accounts alongside discretionary wrap and unified managed account programs.

Kevin Tyrrell is a financial advisor with Independent Advisor Alliance, LLC, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has worked at Independent Advisor Alliance since 2018 and previously at Independent Financial Partners and LPL Financial. Independent Advisor Alliance serves a diverse client base, including individuals, small businesses, charitable organizations, and retirement plans, providing asset management, financial planning, and retirement plan consulting. The firm employs a network model with advisory representatives who utilize discretionary and non-discretionary portfolio management, leveraging technology platforms and third-party services to enhance client offerings.

Harold Minton is a Certified Financial Planner® with 20 years of industry experience, currently serving at Mercer Global Advisors Inc. in Houston, TX. His prior experience includes four years with Fidelity Investments. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, providing investment advisory and comprehensive financial, tax, retirement, and estate planning services. The firm’s investment approach is based on Modern Portfolio Theory and employs globally diversified, risk-appropriate portfolios using low-cost ETFs, index funds, separate account managers, and alternative investment platforms.

Caleb Brasel is a Financial Consultant at Fidelity Investments, where he has been serving since 2023. He assists clients in developing detailed financial plans focused on efficiency and risk management, emphasizing collaboration based on clients' financial goals and situations. Prior to his current role, Caleb worked as a Relationship Manager at Fidelity Investments from 2022 to 2023, and as a Financial Representative from 2021 to 2022. Outside of his professional responsibilities, Caleb has interests in fitness and visiting museums.

Paul Culbertson is a CFP® professional with seven years of industry experience, currently affiliated with Allworth Financial, L.P. in Houston, TX. His prior roles include positions at Houston Asset Management, Blue Sky Financial Planning, and Spring Branch Independent School District. Allworth Financial serves a diverse client base, including individual and high-net-worth investors, pension plans, trusts, corporations, and charitable organizations. The firm offers a range of services such as financial and wealth planning, portfolio management, qualified retirement plan consulting, and education through newsletters, podcasts, and seminars.

Hector Romero is a financial advisor at Citigroup Global Markets with six years of industry experience. He holds a Series 66 designation and has worked at several notable firms, including JPMorgan Chase, Bank of America, Merrill, and Wells Fargo. His career also includes roles outside of finance, such as positions at Amazon, Walmart, and Wayland Baptist University. 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 operates with institutional-scale resources and specialized market roles.

Cullen Brock is a financial advisor with Citigroup Global Markets, holding a Series 66 designation and 18 years of industry experience. His career includes roles at JPMorgan Chase Bank, Merrill, Bank of America, and Sentinel Trust Company prior to joining Citigroup. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs. The firm combines large institutional scale with unique market roles, including in-house research and securities pricing, and provides a broad range of advisory, execution, and custody services.

Jason Neslony is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and bringing four years of industry experience. He has worked with Private Advisor Group and LPL Financial LLC since 2022, as well as with SWS Capital Investment LLC since 2019. Neslony is also involved with Neslony Capital LLC, a non-investment-related business entity. 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 model using technology platforms and third-party managers to tailor investment strategies suited to client goals and risk tolerances.

Eleisha Marzetta is a financial advisor with Empower Advisory Group in Houston, TX, holding Series 63 and Series 66 credentials and one year of industry experience. Prior to her current role, she worked at Amerant Bank and Keller Williams - Remax Gen. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to IRA and retail brokerage clients. The firm uses an integrated model connected to Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns and annual rebalancing within plan sponsor-approved investment lineups.

Mary Dixon is a CFP® professional with 39 years of industry experience, currently serving at Cetera Planning Partners. Her career includes extensive roles at Avantax Advisory Services and affiliated firms dating back to 1987. In addition to her advisory work, she is treasurer of the Association of Business & Professional Women, supporting local women business owners. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees by providing investment management, comprehensive financial planning, Social Security optimization, and retirement advice. The firm integrates tax planning, bookkeeping, and estate-planning services with a diversified investment process aligned to clients’ objectives and risk tolerance.