Matt Mc Intosh is a CFP® credentialed financial advisor with 10 years of industry experience at Brookstone Capital Management LLC in Houston, TX. He has been with Brookstone since 2016. Outside of advising, he is involved in insurance and annuity sales through multiple carriers. Brookstone Capital Management provides fee-based asset management and financial planning to a diverse clientele, including individuals, retirement plans, corporations, trusts, and other business entities. The firm employs a range of investment strategies, including strategic and dynamic asset allocation models, and offers portfolio management through its turnkey platform and wrap-fee program.

Braden Dawes is a financial advisor at Valic Financial Advisors in Houston, TX, holding a Series 66 designation with two years of industry experience. Prior to joining Valic, he has held roles at Agia and Saudi Aramco. He is also appointed as an agent to sell non-securities insurance products for Agia. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, leveraging Envestnet-developed portfolio models and maintaining a large advisor base.

Courtney Fleming is a financial advisor at VALIC Financial Advisors in Houston, TX, holding a Series 66 designation with four years of industry experience. Prior to joining VALIC, Fleming worked at Pure IT (Insperity) and Long View Systems. Outside of finance, Fleming performs improvisational comedy with Comedy Sportz Houston, participating both on stage and in various front-of-house roles. 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 for portfolio construction.

Joseph Johnston III is a financial advisor at Integrated Wealth Concepts LLC in Houston, TX, holding the ChFC® designation and Series 63 and 65 licenses, with 23 years of industry experience. Before joining Integrated Wealth Concepts in 2020, he worked for Northwestern Mutual and its affiliates from 2002 to 2020. Outside of his advisory role, Johnston is involved in life coaching and serves as a softball coach for the West University Softball Association. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, consulting, and family office services, employing a long-term investment approach with customized portfolios that include mutual funds, ETFs, individual equities, and fixed income.

Jennifer Richards is a ChFC® with 14 years of industry experience, currently serving as a financial advisor at Cetera Planning Partners. Her prior work includes roles at Avantax Advisory Services and John W. Rood, CPA, where she also provides incidental assistance on tax-related questions for investment clients. Cetera Planning Partners serves individual and high-net-worth clients, particularly pre-retirees and retirees, offering comprehensive financial planning, investment management, and specialized retirement advice. The firm integrates a formal planning process with diversified allocations and benefits from affiliation with the broader Cetera network, providing additional services such as tax planning and estate strategies.

Karen Waters is a financial advisor with Valic Financial Advisors in Houston, TX, holding a Series 66 designation and one year of industry experience. Prior to joining Valic Financial Advisors in 2025, she worked at Classic Auto Group Galveston and Catalyst Trading Company. She is also appointed as an agent to sell non-securities insurance products for AGIA. Valic Financial Advisors is an SEC-registered investment adviser and FINRA-member broker-dealer that serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and consulting services through a large network of advisors, leveraging technology and model solutions to manage roughly $29.2 billion for close to 300,000 clients.

Christian Leger is a financial advisor with Valic Financial Advisors in Houston, TX, holding Series 66 and Series 63 licenses and one year of industry experience. Prior to joining Valic and AGIA in 2025, he worked for Vector Marketing, Inc. from 2016 to 2023 and was involved with MidCity Beer Garden in 2024. Outside of advisory roles, Leger is appointed as an agent to sell non-securities insurance products for AGIA. Valic Financial Advisors primarily serves U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management, financial planning, and consulting services through a large network of advisors. The firm utilizes Envestnet’s platform for discretionary unified managed accounts and employs centralized technology and model solutions to support its sizable client base.

Kyle Brickhouse is a financial advisor with Corient in Houston, TX, holding a Series 65 designation and one year of industry experience. Prior to joining Corient, he worked at Duncan Family Office for four years and Deloitte Tax, LLP for three years. Corient offers investment advisory and financial planning services to a diverse range of clients, including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach combining in-house and third-party strategies, supported by continuous portfolio monitoring and risk management tools.

Sarah Bracewell is a financial advisor at Corient in Houston, TX, holding a Series 65 designation with two years of industry experience. Her prior roles include positions at Avalon Wealth Management and TIAA. Corient provides investment advisory and financial planning services to a broad client base, including individuals, high-net-worth clients, trusts, pension plans, and corporate entities. The firm employs a goals-based, team investment approach that integrates individual security and fixed-income strategies with third-party managers, utilizing risk management tools and alternative investments as appropriate.

Bill Friedrich is a financial advisor at Oppenheimer with 27 years of industry experience. He has held a position at Fahnestock & Co. Inc. since 2003. Friedrich holds Series 63 and Series 65 designations. Oppenheimer is a registered investment adviser and broker-dealer serving individuals—including high net worth clients—as well as corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a range of programs covering equity, balanced, and fixed-income portfolios, employing strategic and tactical asset allocation along with manager selection and periodic portfolio reviews.

James Taravella is a CFP®-certified financial advisor with six years of industry experience, currently with Goldman Sachs Wealth Services in Houston, TX. He has worked at Goldman Sachs & Co. LLC since 2019, following roles at The Ayco Company, L.P./Mercer Allied and other firms. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individuals, high-net-worth households, corporations, and institutions. The firm uses centralized investment resources and a combination of discretionary and non-discretionary managers to deliver tailored wealth management solutions.

Ashley Dominguez is a financial advisor with VOYA Financial Advisors, Inc. in Houston, TX, holding Series 63 and Series 65 licenses and 20 years of industry experience. She has worked with VOYA Financial Advisors since 2014 and has been associated with Houston Financial Wealth Management since 2013. Outside of her advisory roles, she volunteers as a Court Appointed Advocate with Child Advocates, supporting children in the custody of Child Protective Services. VOYA Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer firm offering financial planning, portfolio management, and retirement advisory services to individuals, pension plans, charitable organizations, and corporations. The firm utilizes both in-house and external strategists, model portfolios, and technology tools to deliver primarily non-discretionary investment services through a large network of advisors.

Jose De Villasante is a financial advisor with Oppenheimer in Houston, TX, holding the Series 63 and Series 65 licenses and bringing 30 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Citigroup Global Markets Inc., and UBS. De Villasante has been with Oppenheimer since 2019. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a broad range of programs and advisory services across equity, balanced, and fixed-income portfolios, utilizing both discretionary and non-discretionary approaches.

Tai Nguyen is a financial advisor with Guardian Life and holds a Series 66 license. He has 18 years of industry experience, including prior roles at Eagle Strategies and MSI Financial Services. Outside of his advisory work, he is involved in insurance sales independent of Guardian Life. Guardian Life’s subsidiary, Park Avenue Securities LLC, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers tailored client solutions through a combination of advisor-led discretionary management and model-based strategies, supported by proprietary and third-party platforms.

Brian Butler is a financial advisor with Carson Wealth in Houston, TX, holding Series 63 and Series 65 licenses and possessing 17 years of industry experience. His career includes positions at Wealth Standard Financial, LPL Financial, J.P. Morgan Securities, Chase Investment Services, and Merrill. Outside of advising, he serves as president and certified life coach at Boundless Mind Institute and is a board member of CHIP (Changing How Individuals Prosper). Carson Wealth is an SEC-registered investment adviser overseeing approximately $50.6 billion across more than 650 advisors. The firm offers discretionary asset management, financial planning, and retirement plan services, utilizing model portfolios constructed by an Investment Committee and providing tailored solutions such as custom indexing and access to alternative investments.

James Hromadka is a CFP® professional with 20 years of experience in financial advising, currently with Valic Financial Advisors since 2018. His prior experience includes roles at H.D. Vest Advisory Services, Lone Star College, and San Jacinto College. Outside of his advisory work, he serves as an officer in an outdoor activities club, including a recent role as president. Valic Financial Advisors primarily serves U.S.-based individual investors, including 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 with a focus on discretionary portfolio management.

Michael Lauer is a financial advisor at VALIC Financial Advisors with 11 years of industry experience and holds the Series 66 designation. He previously worked at Next Financial Group, Inc. and JP Morgan Chase Bank. 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 advisor network, utilizing discretionary unified managed accounts and third-party model managers on Envestnet’s platform.

Kira Hill is a financial advisor with Valic Financial Advisors, holding a Series 66 credential and seven years of industry experience. She has worked previously at LPL Financial and has served as an agent for AGIA, selling non-securities insurance products. Outside of financial services, she works part-time as an internet safety rater, evaluating YouTube videos for age appropriateness and misinformation. 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 and management.

Samuel Frankfort is a financial advisor with Corient, holding Series 63, 65, and 66 licenses and 26 years of industry experience. He previously worked at Rock & Co LLC and Rockefeller Financial LLC from 2020 to 2024, and at Raymond James & Associates from 2016 to 2020. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, pension plans, charitable organizations, and corporate entities. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party managers, utilizing continuous portfolio monitoring and risk management tools.

Tatyana Sokolova is a financial advisor at Goldman Sachs Wealth Services, holding a Series 66 designation with one year of industry experience. Her prior roles include positions at Ayco and Meltser Law Group. Goldman Sachs Wealth Services serves a diverse client base, including individual investors, executives, and institutional clients, offering comprehensive financial planning and portfolio management with access to specialized wealth programs and alternative investments.