Gregory Kendall is a Financial Consultant at Fidelity Investments, a position he has held since 2022. In this role, he works with clients to develop and implement financial plans tailored to their unique financial goals, utilizing the resources and expertise available at Fidelity Investments. Prior to joining Fidelity, he served as Vice President and Senior Advisor Consultant at Franklin Templeton Investments from 2010 to 2022. He began his financial career as a Personal Banker at Wells Fargo Bank from 2007 to 2010. Mr. Kendall holds an Arkansas Insurance License, which supports his work in providing comprehensive financial consulting services. His professional experience encompasses financial planning and client relationship management, particularly with high net worth individuals and families.

Kong Bun is a financial advisor with Valic Financial Advisors in Houston, TX, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has worked at Valic Financial Advisors since 2007 and is also affiliated with Landry's Restaurants, Inc. Outside of his advisory role, he is an agent 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, and brokerage services, utilizing Envestnet UMA models and managing approximately $26.4 billion in discretionary assets.

Daniel Ingram is a financial advisor with Valic Financial Advisors in Houston, TX, holding Series 63 and 65 licenses and three years of industry experience. His prior work includes roles at Corebridge Capital Services, American General Life Insurance, JSC Federal Credit Union, LPL Financial, and Equitable Advisors. He also spent several years with Junhua Education Group and Hong En Education Group before entering the financial industry. Valic Financial Advisors is an SEC-registered investment adviser and FINRA-member broker-dealer serving primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm utilizes discretionary unified managed accounts through Envestnet’s platform and offers tax-aware and impact/ESG overlay services, managing approximately $29.2 billion for close to 300,000 clients through a network of over 1,200 advisors.

Amanda Sadler is a financial advisor with Valic Financial Advisors in Houston, TX, holding Series 65 and Series 63 licenses and possessing 11 years of industry experience. She has been with Valic Financial Advisors since 2015 and has additional experience as an agent for Agia, a provider of non-securities insurance products. Outside of her advisory role, she has been involved in owning rental property and operating a HTeaO franchise. Valic Financial Advisors is an SEC-registered investment adviser and FINRA-member broker-dealer serving primarily U.S. individuals, including high net worth clients, and employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and discretionary unified managed accounts using Envestnet’s platform, leveraging centralized technology and model solutions to serve a broad client base through its extensive network of advisors.

Caitlin Reynolds is a financial advisor with J. W. Cole Advisors, Inc. in Houston, TX. She holds Series 63 and Series 66 credentials and has nine years of industry experience. Reynolds has been with J.W. Cole Advisors since 2020 and involved with J.W. Cole Financial, Inc. since 2017. Outside her advisory roles, she is a CPA as of 2024. J.W. Cole Advisors operates through a large network of independent Investment Adviser Representatives and offers fee-based portfolio management, financial planning, retirement plan services, and access to various third-party investment platforms for individual, high-net-worth, and institutional clients.

Alberto Francis is a financial advisor at Corient with nine years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at LPL Financial, Bank of America, Lone Star National Bank, and Cypress Street Capital. Based in Houston, TX, he has been with Corient since 2026. Corient provides investment advisory and financial planning services to a diverse 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 in-house strategies with third-party managers and utilizes risk management tools to align portfolios with client objectives.

Carine Smith is a financial advisor at TIAA-CREF with 21 years of industry experience. She holds a Series 66 designation and has been with TIAA-CREF since 2006. TIAA‑CREF Individual & Institutional Services, LLC provides financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals with existing employer retirement plan relationships, as well as trusts, estates, and corporate entities. The firm distinguishes between point-in-time planning services and ongoing discretionary portfolio management, with an advisory model that includes both model-based and customized portfolios.

Nicholas Eoff is a financial advisor with Valic Financial Advisors in Houston, TX. He holds Series 63 and Series 65 licenses and has 12 years of industry experience, all with his current firm. 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 multiple wrap programs through a large network of advisors, utilizing discretionary unified managed accounts and technology-driven model solutions.

James Franklin is a financial advisor with Independent Financial Group, LLC, holding a Series 66 credential and 21 years of industry experience. His prior work includes roles at Southwest Financial Services, Cetera Advisor Networks, and 1st Global Advisors. He is also the owner of Southwest Financial Services and works as an insurance agent selling life, annuities, and long-term care products. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors. The firm offers brokerage, portfolio management, financial planning, and retirement plan services through a national network of advisors and provides advisory programs via its AccessPoint platform and third-party asset managers.

Teddy Awuah is a financial advisor at Prime Capital Financial with 17 years of industry experience. He holds Series 63 and Series 65 designations and has worked at several firms, including Sphere Wealth Management, Wealth Development Strategies Investment Advisory, Hornor Townsend & Kent Inc, Penn Mutual Life Insurance, and Comerica Securities. He has been with Prime Capital Investment Advisors since 2021. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans. The firm offers a range of services including asset management, financial planning, qualified retirement plan sponsor services, and family office offerings, employing both discretionary and non-discretionary strategies with a mix of core/satellite, thematic, and tactical approaches.

Jun Gu is a CFA® charterholder with 15 years of experience in the financial industry, currently serving at Corient. His prior roles include positions at Purshe Kaplan Sterling Investments, CIPW Service Company, Stavis & Cohen Private Wealth, and FSC Securities Corporation. He serves as a Board Director for the CFA Society of Houston and is an advisory board member of the Rice Wright Fund at Rice University. Corient provides investment advisory and financial planning services to individual and high-net-worth clients, 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 and utilizes risk management tools and alternative investments where appropriate.

Catina Risper is a financial advisor with Hornor, Townsend & Kent, LLC in Houston, TX, holding Series 63 and Series 65 licenses with 29 years of industry experience. She has been associated with Penn Mutual Life Insurance Company and Hornor, Townsend & Kent since 2007. In addition to her advisory role, she is involved in the sales and service of multi-line insurance products through 1847FINANCIAL. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory programs, financial planning, and retirement plan consulting. The firm operates both advisory and broker-dealer services, providing custody, execution, and brokerage capabilities alongside investment advice.

John Dawson III is a financial advisor with Hightower Advisors based in Houston, TX, holding Series 63 and Series 65 licenses and 35 years of industry experience. He has worked at various Salient entities from 2010 to 2018 before joining Hightower in 2018. Outside of advisory, he is involved in managing several single-tenant office building LLCs. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers along with proprietary research to deliver diversified portfolio management and financial planning services.

Ryan Gloff is a financial advisor with Valic Financial Advisors in Houston, TX, holding Series 63 and Series 66 licenses and six years of industry experience. His prior work includes roles at AIG Capital Services, America General Life Insurance, and Agia, where he also serves as an agent for non-securities insurance products. Valic Financial Advisors is an SEC-registered investment adviser and FINRA-member broker-dealer serving 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 unified managed accounts, operating at scale with a technology-driven approach and a broad network of advisors.

Jason Hennington is a financial advisor at VALIC Financial Advisors with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at VALIC since 2014. Hennington also serves as an agent with Agia, providing 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 UMA models for portfolio construction.

Michael Nobles is a financial advisor at &Partners with 42 years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining &Partners in 2024, he worked at Wells Fargo Clearing and Wells Fargo Advisors LLC from 2009 to 2024. Outside of his advisory role, he is involved in his family farm and home rentals operation, Nobles Farm and Ranch. &Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers investment management, financial planning, and ERISA consulting, utilizing a combination of fundamental, technical, and quantitative analysis through various portfolio strategies and platforms.

James Maida is a financial advisor with Hightower Advisors in Houston, TX, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has worked at Salient Partners and related affiliates since 2003 and joined Hightower Advisors in 2018. Hightower Advisors provides investment advisory and planning services to a diverse client base including individual and institutional investors. The firm’s approach includes multi-manager solutions, discretionary and non-discretionary portfolio management, and access to proprietary research and alternative investments.

Corey Belcher is a financial advisor with Valic Financial Advisors in Houston, TX. He holds Series 63 and Series 65 licenses and has eight years of industry experience, including prior roles at Dan Ferrante State Farm and AGIA. Outside of his advisory work, he serves as Campus Production Director at Hope City, where he leads a volunteer team managing audio, video, and lighting during services. 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 network of advisors and utilizes centralized technology and model-driven investment solutions.

Matthew Rosenlieb is a financial advisor with Valic Financial Advisors in Houston, TX, holding a Series 66 license and four years of industry experience. Prior to joining Valic Financial Advisors in 2022, he worked at Celestial Displays for six years and Ragin Cajun for one year. Outside of advisory work, Rosenlieb is also an agent involved in 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 offers portfolio management, financial planning, and unified managed account services through a large network of advisors and emphasizes technology and model-driven solutions.

Jay Horn is a financial advisor at Allworth Financial, L.P. in Houston, TX, with 25 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Valic Financial Advisors Inc for 12 years before joining Allworth Financial and AW Securities in 2022. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers customized portfolio strategies that include core-satellite, pure-index, and options-based models, using third-party sub-advisers and proprietary technology for managing held-away accounts.