Laura Brantley is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Hightower Advisors since 2025. Prior to joining Hightower, she worked at Wealth Enhancement Brokerage Services LLC and Wealth Enhancement Advisory Services LLC for nine years, and LPL Financial, LLC for ten years. 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, utilizing both affiliated and third-party managers, with a broad range of investment products and strategies.

Douglas Alder is a CFA® charterholder with 15 years of industry experience. He has been with Fayez Sarofim & Co. since 2002 and is currently affiliated with Sarofim International Management Company in Houston, TX. Sarofim International Management Company provides discretionary investment management primarily to non-U.S. institutional clients, including pension plans, endowments, and insurance companies, while also serving corporations and high-net-worth individuals. The firm employs a bottom-up investment process with an emphasis on high-quality, large-cap multinational equities and capital preservation in fixed income, managing portfolios with low turnover and committee oversight.

Robert Gilliland is a financial advisor with Sanctuary Advisors, LLC in Houston, TX, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His prior roles include positions at Bank of America, Merrill, and Citigroup Global Markets. Outside of advising, he is president of an outdoor recreation services LLC focused on fishing apps and serves on the board of Northland Syllian Field. Sanctuary Advisors, LLC serves a diverse client base including individuals, corporations, pension plans, trusts, and charitable organizations through a network of over 400 independent investment adviser representatives. The firm offers portfolio management, financial planning, and retirement consulting with a range of investment approaches and a fiduciary standard when engaged by clients.

Lilian Cadore is a financial advisor with Valic Financial Advisors, holding a Series 66 designation and 13 years of industry experience. She has worked at VALIC Financial Advisors since 2015 and is currently affiliated with Corebridge Capital Services, Inc. Outside of her advisory role, Cadore serves as president of a St. Vincent de Paul chapter, where she leads group meetings and helps coordinate assistance for those in need. Valic Financial Advisors primarily serves 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 wrap programs through a large advisor network, utilizing discretionary unified managed accounts and optional tax-aware and ESG overlay services.

Joseph Briggs is a financial advisor with Valic Financial Advisors in Houston, TX, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Directed Trust Company and IRA Plus Southwest. Outside of his advisory work, he has experience as an agent selling non-securities insurance products for AGIA and operated a photography business for six years. 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 for portfolio construction and management.

Zachary Hayslip is a financial advisor at Sanctuary Advisors, LLC in Houston, TX, holding a Series 66 designation with one year of industry experience. His prior roles include positions at Turnkey Solutions, Norman CPA, Engie North America, and Texas A&M. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a wide range of clients, including individuals, corporations, pension plans, and charitable organizations, through a network of over 400 independent investment adviser representatives. The firm offers diverse portfolio management options and employs various analytical approaches while acting as a fiduciary under written advisory agreements.

Sonja Simmons is a financial advisor with Valic Financial Advisors, holding a Series 66 designation and 20 years of industry experience. Her prior roles include positions at Fidelity Investments, Prudential Insurance Company of America, and Pruco Securities, LLC. She has also worked for United Airlines for over 25 years and 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, utilizing Envestnet-developed UMA models for portfolio construction.

Juan Perez Hernandez is a financial advisor with Valic Financial Advisors in Houston, TX, holding a Series 66 designation and four years of industry experience. His prior roles include positions at MassMutual Greater Houston and Progressive. Outside of advisory work, he is also an insurance 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 and management.

Michael Branham is a financial advisor with Valic Financial Advisors in Houston, TX, holding Series 63 and Series 65 credentials and having seven years of industry experience. He has worked at Valic Financial Advisors since 2018 and concurrently serves as an agent with Agia, focusing on non-securities insurance products. Prior to his advisory roles, he spent five years with Villasport Athletic Club & Spa. Valic Financial Advisors serves primarily 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 for portfolio construction.

Scott Burman is a financial advisor with Valic Financial Advisors in Houston, TX, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked with Valic Financial Advisors and affiliated AIG entities since 2014. Outside of finance, Burman is the owner of Burman Vocal Productions, a voice-over talent business he has operated since 2008. 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 and operating at scale with over 1,200 advisors.

Lisette Mandwee Ndzie is a financial advisor with Transamerica Financial Advisors in Houston, TX, holding Series 63 and Series 65 licenses and having nine years of industry experience. She has held roles at Transamerica Employee Benefits and is involved with estate planning services through partnerships with InheritGuard, LLC and LegacyShield Solutions, Inc. Outside of her advisory work, she is engaged with GOD'S GARAGE, a nonprofit focused on poverty, where she is a board member. Transamerica Financial Advisors, LLC serves a broad client base including individuals, retirement plans, trusts, and businesses, offering investment advisory, brokerage, and retirement-plan services through a large network of advisors and multiple program platforms. The firm utilizes model portfolios and third-party managers to implement its advisory model.

Kathryn Bierschwale is a financial advisor with OSAIC Institutions, Inc. in Houston, TX. She holds Series 63 and Series 66 credentials and has six years of industry experience. Her prior roles include positions at Texas First Bank, LPL Enterprise, and The Prudential Insurance Company of America, among others. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients. The firm offers customized advisory services and financial planning through its network of investment adviser representatives, operating a hybrid adviser/broker-dealer structure with a focus on client choice in account management.

Bryant Johnson is a financial advisor with Valic Financial Advisors in Houston, TX, holding Series 63 and Series 65 designations and possessing 10 years of industry experience. He has been with Valic Financial Advisors since 2016 and is also an agent at Agia, providing non-securities insurance products. Valic Financial Advisors primarily serves 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 multiple wrap programs, utilizing a large network of advisors and technology-driven unified managed accounts.

Bryson Mc Clain is a financial advisor at Prime Capital Financial in Houston, TX, holding a Series 65 designation with less than one year of industry experience. Prior to joining Prime Capital Financial, he gained diverse work experience including roles at the City of Fort Collins and Colorado State University. 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 employs a variety of investment strategies and offers integrated tax and financial administration solutions through its affiliated accounting subsidiary.

Brian Wolf is a financial advisor with Valic Financial Advisors in Houston, TX, holding Series 63 and Series 65 licenses and has 12 years of industry experience. He has been with Valic Financial Advisors since 2014 and also has experience with SagePoint Financial and Agia. Outside of his advisory role, he is involved with Agia as an agent offering non-securities insurance products. 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 provides portfolio management, financial planning, and unified managed account services through a large network of advisors and uses technology-driven solutions to manage a significant client base.

Lawrence Francis III is a financial advisor at Valic Financial Advisors with one year of industry experience. He holds a Series 66 designation and has prior work experience with KMG Ventures and Volunteers of America. Outside of advising, he owns a clothing and branding business, Lawrence Glory LLC, which designs and manufactures promotional merchandise. 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 advisors.

Reynaldo Reza is a CFA® charterholder with 25 years of industry experience. He has been with Fayez Sarofim & Co. since 2003 and holds roles at affiliated entities including Sarofim International Management Company and Sarofim Trust Co. His career has focused on investment management within the Sarofim organization. Fayez Sarofim & Co. provides discretionary investment management to institutional and individual clients, including pension plans, endowments, and mutual funds. The firm employs a bottom-up research process focused on high-quality, large-cap companies with multi-year investment horizons and offers a range of equity and fixed-income strategies while generally avoiding derivatives, leverage, and short selling.

Clayton Nieman is a financial advisor with Valic Financial Advisors in Houston, TX. He holds Series 63 and Series 65 licenses and has 11 years of industry experience. Clayton has worked at Valic Financial Advisors since 2013, with a brief period of unemployment in 2021, and currently holds a position with Agia related to 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.

David Cade is a financial advisor with LPL Financial based in Houston, TX. He holds Series 63 and Series 65 licenses and has 42 years of industry experience. Prior to joining LPL Financial in 2025, he worked at Next Financial Group, Inc. for 20 years and Raymond James Financial Services, Inc. for six years. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and portfolio management solutions, integrating proprietary research and third-party strategies.

Alexandria Jones is a financial advisor at Morgan Stanley with 10 years of industry experience. She holds a Series 66 credential and has been with Morgan Stanley Smith Barney LLC since 2013. Outside of her advisory role, she manages a rental property business as a sole proprietor. Morgan Stanley Wealth Management provides a wide range of advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s approach includes structured discovery conversations and firm-approved planning tools, supporting clients with tailored financial plans.