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.

Robert McDonough is a financial advisor with United Planners' Financial Services of America and holds Series 63 and Series 65 licenses. He has 42 years of industry experience and has been associated with firms including Core USA Group since 2013, United Planners' Financial Services since 2011, Insurance Designers of Central TX since 2005, and operates McDonough Financial since 2003. United Planners Financial Services serves a diverse client base including individuals, corporations, charitable organizations, retirement plans, and institutional clients. The firm operates an open-architecture platform with multiple custodians and third-party money managers, offering a range of advisory models and both fee-based and commission-based options.

Michael Hipson is a financial advisor with Ameritas Advisory Services, LLC in Houston, TX. He holds Series 63 and Series 65 designations and has 31 years of industry experience. He has been with Ameritas Advisory Services since 2021 and has longstanding roles with affiliated Ameritas companies dating back to 2012. In addition to his advisory work, he is president of Hipson Benefits LLC, a company that sells health, dental, life, and ancillary insurance products to small businesses. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm utilizes a range of investment options and platforms, combining firm-developed and third-party models, mutual funds, ETFs, and individual securities, supported by an affiliated insurance and broker-dealer structure.

Wan Yang is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked with multiple organizations, including Blue Cross Blue Shield and Humana, and has been involved with Transamerica Financial Advisors since 2012. Outside of his advisory work, Yang serves as Vice Chair of the Chinese Civic Center and Chairman of the Katy Chinese Service Center, where he also teaches music and art. Transamerica Financial Advisors offers investment advisory, brokerage, and retirement-plan services to a diverse client base, utilizing model portfolios and third-party managers across multiple platforms. The firm supports individual investors, high net worth clients, and employer-sponsored plans, managing approximately $1.7 billion in regulatory assets under management.

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.

Julie Anderson is a financial advisor with VOYA Financial Advisors, Inc. based in Houston, TX, holding Series 63 and Series 65 licenses and with 31 years of industry experience. She has worked at VOYA Financial Advisors since 2014 and also operates Glaser Financial Services, where she provides insurance and financial services. VOYA Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers a range of services including financial planning, portfolio management, and retirement-plan advisory through a large network of advisers using both affiliated and unaffiliated investment products.

Mario Valenzuela is a financial advisor at Citigroup Global Markets with three years of industry experience. He holds a Series 66 designation and has previously worked at Santander Bank and Equivida, a life insurance company. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments, offering multi-asset, multi-manager investment advisory programs alongside broker-dealer execution and custody services. The firm is notable for its large institutional scale, in-house research capabilities, and roles as a swap dealer and futures commission merchant.

Juan Flores Saldana is a financial advisor with Eagle Strategies (NY Life) and holds Series 65 and Series 63 licenses. He has 10 years of industry experience, including roles at NYLIFE Securities LLC and New York Life Insurance Company since 2017. In addition to his advisory work, he is an insurance broker appointed with outside insurance carriers for non-registered insurance products. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, and corporate clients. The firm provides financial planning, investment management, and retirement-plan advisory services through a range of program types, with most assets managed on a non-discretionary basis.

Lawrence Okechukwu is a financial advisor with Transamerica Financial Advisors in Houston, TX, holding Series 63 and Series 65 credentials and five years of industry experience. He has worked at Transamerica Financial Advisors since 2018 and has been with World Financial Group, Inc. since 2015. Outside of finance, he serves as a library assistant for the Windham School District. Transamerica Financial Advisors serves individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers both advisory and broker-dealer services with a variety of proprietary and third-party investment models, operating as both a registered broker-dealer and registered investment adviser.

Gabriel Estrada Alvarez is a financial advisor at Citigroup Global Markets with 21 years of industry experience. He holds Series 63 and Series 66 designations and has been with Citigroup since 2013. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a variety of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and maintains distinctive institutional roles such as swap dealer and futures commission merchant.

Mark Schubert is a financial advisor with Principal Financial Services in Houston, TX, holding a Series 66 credential and 23 years of industry experience. His prior work includes roles at Ameriprise, Investment Professionals, Inc., and Principal Life Insurance Company. Outside of financial advising, he is involved in stock photography and serves as President-Elect of the League City Rotary Club, leading community service projects. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, and active-duty military personnel. The firm’s advisory offerings include direct advisory programs, financial planning, retirement plan consulting, and third-party money manager solutions implemented on a discretionary basis.

Brandt Jordan is a CFP® with 14 years of industry experience, currently affiliated with Guardian Life and Park Avenue Securities. His background includes roles at Guardian Life Insurance Company and White Rhino Financial. Outside of finance, he is a co-owner of Old Republic English Bulldogs, a dog breeding business. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, high-net-worth clients, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of financial planning, consulting, and discretionary management solutions, combining proprietary and third-party platforms to tailor client relationships.

David Levy is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. He has previously worked at Republic Wealth Advisors and Partners Solutions. Outside of his advisory role, Levy is a co-owner and co-founder of D&E Ventures, a business involved in buying and selling tickets to sporting events, and he chairs the Boruchin Initiatives Committee on the Board of Directors of the Jewish National Fund – USA. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth families, businesses, and nonprofit organizations. The firm employs a globally diversified investment approach based on Modern Portfolio Theory, utilizing low-cost index vehicles and multi-factor strategies, with a range of implementation options and additional estate and tax planning services.

Sarah Ziese is a financial advisor at AE Wealth Management, LLC in Houston, TX, holding Series 63 and Series 65 credentials with six years of industry experience. Her prior roles include positions at TIP Group LLC, One America Financial, and AXA Equitable Advisors. She also has involvement with Ziese Home Services LLC. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base that includes individual households, corporations, trusts, and ERISA plan sponsors. The firm employs discretionary model portfolios and a range of investment strategies supported by regular reporting and performance reviews.

Alexander Mc Clain is a financial advisor at Prime Capital Financial with one year of industry experience. He holds a Series 65 designation and has previously worked at Lido Advisors, LLC, GoodLynx, and The Home Depot. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans with asset management, financial planning, qualified retirement plan services, and third-party manager selection. The firm offers family office services and manages accounts using a variety of strategic approaches, supported by an affiliated accounting subsidiary that provides tax planning and bill-pay services.

Antonino Green is a financial advisor at Concurrent Investment Advisors, LLC in Houston, TX. He holds a Series 66 designation and has been in the industry since 2026. His prior experience includes roles at Winstone Wealth Partners, Raymond James Financial Services, Inc., and Chilton Capital Management. Concurrent Investment Advisors, LLC is a multi-team SEC-registered advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm offers wealth and investment management, financial planning, and retirement plan advisory services, utilizing customized, primarily long-term portfolios with ETFs, mutual funds, and other investment options.

Eric Jia is a CFP® with two years of industry experience, currently serving as a financial advisor at Creative Planning. His prior experience includes roles at Merrill and Bank of America. Outside of advising, he manages a rental property in Sugar Land, Texas. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning-led investment process focused on low-cost indexing and buy-and-hold strategies, supported by a large advisory team and centralized investment infrastructure.