Jennifer Garza is a financial advisor with Valic Financial Advisors in Houston, TX, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. She has worked at Valic since 2011 and previously at Agia. Outside of her advisory role, she serves as co-administrator of her brother’s estate, managing the settlement and distribution of his assets jointly with her sister. 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’s UMA models for portfolio construction and oversight.

Felix Barraza is a CFP®-certified financial advisor with 21 years of industry experience, currently serving at VALIC Financial Advisors in Houston, TX. He has been with VALIC Financial Advisors since 2012 and also holds a position as an agent with 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, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Baldemar Garza is a financial advisor with Valic Financial Advisors in Houston, TX, holding a Series 66 designation and four years of industry experience. His prior work includes roles at BOK Financial, Merrill, and Bank of America. Outside of finance, he is the founder and captain of Houston Hotties, a nonprofit competitive running team. Valic Financial Advisors is an SEC-registered investment adviser and FINRA-member broker-dealer serving primarily U.S. individuals, including high net worth clients, as well as employer-sponsored retirement plans. The firm offers portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors.

Raye White is a CIC-designated financial advisor at Fayez Sarofim & Co. in Houston, TX, with 65 years of industry experience. His career includes long-term roles within various Sarofim entities dating back to 1958, including Sarofim Trust Co., Sarofim International Management Company, and Sarofim Realty Advisors Co. Fayez Sarofim & Co. provides discretionary investment management to institutional and individual clients, including pension plans, endowments, and registered investment companies. The firm employs a bottom-up research process focusing on large-cap, high-quality companies and offers a range of equity and fixed-income strategies managed by a small team of portfolio professionals under a centralized Investment Committee.

Victor Barrionuevo is a financial advisor with Oppenheimer and Co., Inc. holding Series 63 and Series 65 licenses, and has 30 years of industry experience. His prior roles include positions at Wells Fargo Clearing Services, Merrill, UBS Financial Services, and Insigneo Wealth Advisors. He is involved with a personal family trust. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and more. The firm offers a broad range of investment programs and advisory services across equity, balanced, and fixed-income portfolios, with both discretionary and non-discretionary management.

Gregory Rodriguez is a financial advisor with Valic Financial Advisors in Houston, TX, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Agia, Corebridge Financial, the National Security Innovation Network, the University of Houston, H-E-B, and educational positions at Clements High School and First Colony Middle School. 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 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-developed UMA models for portfolio construction.

Sarah Hughes is a financial advisor with Valic Financial Advisors in Houston, TX, holding a Series 66 designation and four years of industry experience. Prior to her current role, she worked at Agia and has a background that includes positions at Genesis Reference Lab and Chabado Genomics. Outside of her advisory work, she is also an agent for 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, utilizing Envestnet-developed UMA models for portfolio construction.

Wei Wang is a financial advisor with Eagle Strategies (NY Life) based in Houston, TX, holding Series 63 and Series 65 licenses and eight years of industry experience. Wei has worked with Eagle Strategies LLC and New York Life Insurance Co. since 2017 and operates under the DBA name Abacus Financial Strategies LLC to sell New York Life products and broker non-registered insurance products. Eagle Strategies serves a diverse client base including individuals, defined contribution and benefit plans, and charitable and corporate clients. The firm offers a range of financial planning and investment management services, emphasizing tailored recommendations and managing most assets on a non-discretionary basis within an integrated New York Life structure.

Stephanie Cortez is a financial advisor at VALIC Financial Advisors in Houston, TX, with seven years of industry experience. She holds Series 63 and Series 65 licenses and has worked at VALIC Financial Advisors since 2018. Outside of her advisory role, she is also an agent for non-securities insurance products at 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 discretionary managed-account programs, financial planning, consulting, and brokerage services through its broker-dealer operations.

Maria Baez is a financial advisor at Oppenheimer with 32 years of industry experience. She holds Series 63 and Series 65 designations. Her prior experience includes roles at Morgan Stanley Private Bank, J.P. Morgan Securities, Chase Investment Services, and Wells Fargo Investments. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a range of programs and advisory services across equity, balanced, and fixed-income portfolios, with both discretionary and non-discretionary management.

Jacob Brown is a financial advisor with Valic Financial Advisors in Houston, TX, holding a Series 66 license and having three years of industry experience. He has worked at Valic Financial Advisors since 2018 and also has experience as an agent for 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, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Lauren Sledge is a financial advisor with Valic Financial Advisors in Houston, TX, holding a Series 66 designation and 16 years of industry experience. She has been with Valic Financial Advisors since 2017. VALIC Financial Advisors, Inc. serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm provides portfolio management, financial planning, and consulting services, utilizing discretionary unified managed accounts and technology-driven model solutions.

Meredith Moore is a financial advisor at Creative Planning with 24 years of industry experience. She holds the Series 63 and Series 66 designations and has worked at firms including Lockton Investment Advisors, Lockton Financial Advisors, Lockton Companies, and Kestra Financial Services. Moore has been with Creative Planning since 2021. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to individuals, institutions, and corporations. The firm employs a financial-planning-led investment approach focused on low-cost indexing and buy-and-hold strategies, supplemented by direct indexing, tax-loss harvesting, and selective private market exposure, managing approximately $295.6 billion in client assets.

Marc Laborde is a financial advisor at Rockefeller Financial LLC with 20 years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services Inc for 12 years before joining Rockefeller Financial in 2020. Outside of his advisory role, he is a member of the board and finance committee for the nonprofit Trees for Houston and serves on the board of directors for LaborDe Products, a diesel engine distribution company. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm provides discretionary and non-discretionary portfolio management, financial planning, and consulting, operating as a registered broker-dealer with capabilities that include securities transactions, variable insurance products, and placement and investment banking services.

Kyle Faldyn is a financial advisor with Valic Financial Advisors, Inc. He holds a Series 66 designation and has three years of industry experience. Prior to joining Valic, he has held roles at AGIA and other companies. Outside of his advisory work, he is the founder and author at Balanced House Studios LLC, where he is preparing to self-publish a novel. Valic Financial Advisors serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management, financial planning, and discretionary unified managed accounts through a large network of representatives.

John Debenito is a financial advisor with Empower Advisory Group based in Houston, TX, holding Series 63 and Series 66 licenses and possessing one year of industry experience. His prior work includes roles at United Business Bank and Bank of America. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, offering integrated services through proprietary platforms that focus on long-term portfolio returns and client savings rates.

Jose Vergara Gonzalez is a financial advisor at Citigroup Global Markets with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Citigroup Global Markets since 2014. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of multi-asset investment advisory programs, brokerage execution, and custody services. The firm combines large institutional scale with unique market roles, including in-house research and acting as a swap dealer and futures commission merchant.

Steven Rife is a CFP®, CFA®, and Series 65-licensed advisor with 12 years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC, where he has worked since 2024, and previously spent 12 years at The Financial Advisory Group, Inc. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm’s investment approach combines strategic asset allocation with both passive and active management, supported by an internal Investment Committee and quantitative and fundamental research.

Timothy Conway III is a financial advisor with Hightower Advisors in Houston, TX, holding Series 63 and Series 66 licenses and 14 years of industry experience. He has worked at firms including Salient Private Client, Salient Capital Advisors, and Salient Partners before joining Hightower Advisors and Hightower Securities in 2018. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and pooled investment vehicles. The firm’s approach focuses on manager selection and multi-manager solutions, utilizing both affiliated and third-party managers along with proprietary research and a range of investment options.

Sarah Gardner is a financial advisor at Citigroup Global Markets with five years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Fidelity Investments and DFPG Investments, Inc. Gardner spent time teaching at Brigham Young University and has been involved with ACAFS The Family Academy and the Missionary Training Center. Citigroup Global Markets serves individual and institutional clients across a range of 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 execution services, catering to workplace, high-net-worth, and ultra-high-net-worth clients.