William Hill is a CFP®, CFA®-designated financial advisor with 19 years of industry experience, currently with Hightower Advisors. He has worked at several firms including Salient Private Client, Salient Capital, and Salient Partners. Hill serves as chair of the board of trustees for River Oaks Baptist School Endowment, where he helps oversee investment decisions for the school’s funds. Hightower Advisors provides investment advisory and planning services to individual and institutional clients, offering discretionary and non-discretionary portfolio management, retirement plan consulting, and access to various pooled investment vehicles. The firm employs a multi-manager approach utilizing both affiliated and third-party managers and incorporates proprietary research and custom portfolio construction.

Meredith Mckinley is a financial advisor at Hornor, Townsend & Kent, LLC with 15 years of industry experience. She holds the ChFC® designation and Series 63 license. Prior to joining Hornor, Townsend & Kent in 2026, she worked at Eagle Strategies (NY Life), NYLIFE Securities LLC, and New York Life Insurance Company. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a broad advisory platform that includes third-party asset manager relationships and offers both discretionary and non-discretionary account options. The firm combines advisory programs with broker-dealer services, providing custody, execution, and brokerage capabilities alongside investment advice.

Robert Walsh is a financial advisor at Oppenheimer with 45 years of industry experience. He has been with Fahnestock & Co. Inc. since 2003. He holds Series 63 and Series 65 designations. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing 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, delivered on both discretionary and non-discretionary bases.

Karly Hughes is a financial advisor with Valic Financial Advisors in Houston, TX. She holds a Series 66 designation and joined the firm in 2025. Prior to her current role, Hughes worked in various positions primarily within dental and medical-related organizations. She is also appointed as an agent to sell non-securities insurance products. Valic Financial Advisors 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, utilizing Envestnet-developed UMA models to construct client portfolios.

Jeremy Joaquin is a financial advisor with VOYA Financial Advisors, Inc. in Houston, TX, holding a Series 66 designation and 20 years of industry experience. His prior work includes roles at Voya Financial Partners, LLC, and Wells Fargo Investments, LLC. Outside of advising, he is a commissioned notary public. VOYA Financial Advisors, Inc. serves a broad client base including individuals, pension plans, and charitable organizations, offering financial planning, portfolio management, and retirement advisory services. The firm utilizes both in-house and external strategists with technology-enabled tools to structure client relationships, providing services primarily on a non-discretionary basis with some discretionary management options.

Dr. Michelle Lloyd is a financial advisor with Valic Financial Advisors in Houston, TX, holding Series 63 and Series 66 credentials and bringing 18 years of industry experience. She is also the founder of Lloyd Learning Labs, an organization that supports parents coping with anxiety related to their teens leaving home after high school. Additionally, she serves as an agent selling non-securities insurance products for Agia. Valic Financial Advisors primarily serves U.S. individuals, including high net worth clients and employer-sponsored retirement participants, providing portfolio management, financial planning, and consulting services. The firm utilizes discretionary unified managed accounts through Envestnet’s platform and offers tax-aware and ESG overlay services.

Keista Ransom is a financial advisor with VOYA Financial Advisors, Inc. in Houston, TX, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. She has been with VOYA Financial Advisors in various capacities since 2006, with a brief tenure at Invest Financial Corporation in 2014. Her other business activities include involvement with the sale and service of Voya’s Health Reimbursement Arrangement product. VOYA Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial, serving individuals, pension plans, charitable organizations, and corporate clients. The firm offers financial planning, portfolio management, and retirement advisory services through a large network of representatives, combining model portfolios and technology-enabled tools to implement both non-discretionary and discretionary investment strategies.

Roberto Aburto Jr. is a financial advisor at Fifth Third Securities, Inc. with 16 years of industry experience. He holds Series 66, Series 63, and Series 65 licenses. His previous roles include positions at Frost Bank, GWFS Equities, Farmers Financial Solutions, JPMorgan Securities LLC, JPMorgan Chase Bank, and Wells Fargo Investments. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, corporations, trusts, and retirement accounts through both investment advisory and brokerage services. The firm offers multiple program types and third-party portfolio managers via the Passageway Managed Account Program, providing options from mutual fund and ETF models to separately managed accounts with tax-overlay and direct indexing strategies.

Vianne Dorak 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, she held positions in the insurance and hospitality industries and has served as an agent selling non-securities insurance products. She also has a background that includes roles in education. Valic Financial Advisors serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management and financial planning services through a large network of advisors. The firm utilizes discretionary unified managed accounts and technology-driven model solutions to manage assets on a significant scale.

Marissa Kerns is a financial advisor at VALIC Financial Advisors in Houston, TX, with 20 years of industry experience. She holds Series 63 and Series 65 licenses and has been with VALIC Financial Advisors since 2005. In addition to her advisory role, she is an agent with Agia, where she is involved in 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, consulting, and brokerage services, utilizing Envestnet-developed UMA models to construct client portfolios.

Syed Majid is a financial advisor with Valic Financial Advisors in Houston, TX, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. Prior to joining Valic Financial Advisors in 2025, he worked at J.P. Morgan Securities for several years and has experience with Scottrade and Xnergy Financial LLC. 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.

Karen Ho is a financial advisor with GWN Securities Inc. in Houston, TX, holding the CFP® designation and Series 63 and 65 licenses. She has 25 years of industry experience, including 12 years at Nationwide and Nationwide Securities, Inc. She is also involved in fixed life insurance products as an agent. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through discretionary managed accounts and financial planning. The firm manages approximately $3.65 billion across more than 37,000 accounts and offers a range of managed-account programs and model portfolios, including both traditional and legacy market-timing strategies.

Leslie Halpern is a financial advisor with Valic Financial Advisors in Houston, TX, holding Series 63 and Series 65 licenses and six years of industry experience. Prior to joining Valic in 2022, Halpern worked at Horace Mann Companies and Futurity First, among other firms. Outside of advising, Halpern is an insurance agent with Agia. Valic Financial Advisors serves U.S.-domiciled 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-developed models and operating with a large advisory team.

Wei Wei is a CFA® charterholder and holds a Series 63 license with 12 years of industry experience. He is currently with Eagle Strategies (NY Life) and has also worked with Nylife Securities LLC and Abacus Financial Strategies LLC. Wei is based in Houston, TX. Eagle Strategies serves a diverse client base including individual investors and institutional sponsors, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored advice through multiple program types and manages a significant portion of assets on a non-discretionary basis.

Ami Shah is a financial advisor with Valic Financial Advisors holding the Series 66 designation and 11 years of industry experience. Shah has been with Valic Financial Advisors since 2016 and previously worked at multiple Cetera entities from 2014 to 2015. 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 offers portfolio management, financial planning, and consulting services through a large network of advisors, utilizing discretionary unified managed accounts and overlay services on Envestnet’s platform.

James Weston is a financial advisor at Corient in Houston, TX, with one year of industry experience. He holds a Series 66 designation and has worked at Corient since 2024. His prior roles include positions at DC Hill Wealth Management and the University of North Texas, as well as experience in the music and marine industries. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach that integrates in-house strategies with third-party managers, employs extensive risk management tools, and offers specialized private fund and trustee services through affiliates.

Jaden Enbysk is a financial advisor with Valic Financial Advisors in Houston, TX, holding Series 63 and Series 65 licenses with one year of industry experience. Prior to joining Valic Financial Advisors in 2025, he held roles at Barnes & Noble, Skyways Media, Cobot Nation, and Shelton & Steele. 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 portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors, leveraging centralized technology and model solutions at scale.

Danielle Lake Nestor is a financial advisor at Valic Financial Advisors with 16 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at AIG Retirement Advisors and Agia. Outside of her advisory role, she is an agent involved in non-securities insurance products. Valic Financial Advisors 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 maintaining a large client base through a team of over 1,200 advisors.

David Jesulaitis is a financial advisor at Corient with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Avalon Advisors, LLC and Avalon Wealth Management LLC. Jesulaitis has been with Corient and its related entities since 2023. Corient provides investment advisory and financial planning services to individual and high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach that combines in-house strategies with third-party managers, continuously monitoring portfolios with risk management tools and incorporating alternative investments when appropriate.

Joanne Nguyen is a financial advisor with Prime Capital Financial in Houston, TX, holding Series 65 and Series 63 licenses and bringing 14 years of industry experience. Her career includes roles at Goldman Sachs and Cetera Advisor Networks. She is a partner in CHHSZ Holdings, LLC, the parent company of Prime Capital Investment Advisors. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans through asset management, financial planning, and family office services. The firm utilizes a mix of investment strategies and provides tax planning and consolidated reporting through its affiliated accounting subsidiary.