George Haas is a CFP® and ChFC® with 19 years of industry experience. He is currently an advisor at Corient, where he has worked since 2026. Prior to joining Corient, he was with Capital Advisors, Inc. from 2019 to 2026 and Mercer Global Advisors Inc. from 2015 to 2019. Corient provides investment advisory and financial planning services to a diverse client base including individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach combining in-house strategies with third-party solutions, and incorporates risk management tools and alternative investments when appropriate.

Josephine Tran is a financial advisor at Guardian Life with two years of industry experience. She holds Series 66 and Series 63 licenses and has previously worked at Wealth Design Group and NextSeed Management LLC. Guardian Life's subsidiary, Park Avenue Securities LLC, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses, combining advisor-led discretionary management with model-based strategies and offering a range of financial planning and consulting services.

Richard Newland is a CFP®-certified financial advisor with Principal Financial Services in Houston, TX, bringing 23 years of industry experience. He has been with Principal Life Insurance Company since 2003 and Principal Securities INC since 2016. In addition to his advisory role, he has experience as a broker in group health insurance and holds fixed insurance licenses covering life, disability, annuities, and long-term care products. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Sudheer Indala is a financial advisor with Transamerica Financial Advisors in Houston, TX, holding Series 65 and Series 63 licenses and bringing six years of industry experience. He has been with Transamerica Financial Advisors since 2020 and also works as an environmental engineer at Chevron Phillips Chemical Company. Transamerica Financial Advisors serves a broad client base including individual investors, pension plans, and charitable organizations. The firm provides both advisory and broker-dealer services through proprietary and third-party model portfolios, offering discretionary and non-discretionary program options.

Johnny Galaviz is a financial advisor with PNC Wealth Management in Houston, TX, holding the Series 63 and Series 66 designations and possessing 17 years of industry experience. His prior experience includes roles at Bank of America, Merrill, Morgan Stanley, and E*TRADE. Outside of his advisory work, he is involved as an owner of a childcare business, Little Dreamers Preschool, which operates in Houston. PNC Wealth Management offers model-based retail brokerage and advisory services, including an invitation-only digital discretionary model account that uses algorithm-driven portfolio recommendations and invests primarily in mutual funds and ETFs.

Bas Solleveld is a Series 65-licensed financial advisor with nine years of industry experience, currently affiliated with CIBC Private Wealth Advisors, Inc. He has been with AT Investment Advisers Inc. since 2014. Based in Houston, TX, his professional background is focused within investment advisory services. CIBC Private Wealth Advisors serves a diverse client base including individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm combines an internal investment team with structured governance to deliver customized portfolio management and wealth advisory services, managing approximately $67.8 billion in assets across 175 advisors.

Adison Ford is a financial advisor with Truist Advisory Services in Houston, TX, holding Series 63 and Series 65 designations and four years of industry experience. Prior to his current role starting in 2023, he worked at Texas Capital Bank Private Wealth Advisors and Texas Capital Bank, as well as at RSM and the University of Mississippi. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enabled research tools.

Robert Hearn is a financial advisor at Citigroup Global Markets with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at JP Morgan Chase Bank and Deutsche Bank AG in London. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and execution services. The firm implements multi-asset, multi-manager strategies through discretionary and non-discretionary programs and maintains institutional-scale operations with unique market roles.

Marcel Frey is a financial advisor with Eagle Strategies (NY Life) based in Sugar Land, TX, holding a Series 63 license and over 30 years of industry experience. He has been associated with Eagle Strategies and New York Life since 1995 and leads The Frey Financial Group, LLC since 2003. Outside of his advisory roles, he owns acreage supporting cattle ranching and mineral rights properties in Fort Bend and Austin Counties. Eagle Strategies serves a diverse client base including individuals, institutional investors, and retirement plans, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored solutions delivered primarily on a non-discretionary basis through a variety of program types within the New York Life affiliate structure.

Benjamin Heeren is a financial advisor with Hightower Advisors, holding a Series 66 designation and 10 years of industry experience. He has worked at several firms, including CWM, LLC, Cetera Advisor Networks, Dome Holdings Inc, and Waddell & Reed, Inc. Heeren is based in Houston, TX. Hightower Advisors offers investment advisory and planning services to a diverse range of individual and institutional clients, utilizing a multi-manager approach with both affiliated and third-party managers. The firm’s services include portfolio management, financial planning, and retirement plan consulting, supported by proprietary research and a range of investment options.

Jordan Hannah is a CFP® professional with three years of industry experience, currently affiliated with Ameritas Advisory Services, LLC. He has prior experience with Community Health Choice and operates Hannah Financial Solutions, LLC, where he provides financial services. Additionally, he holds a role as an agent selling individual health insurance. Ameritas Advisory Services, LLC offers investment advisory and planning services to a diverse client base, utilizing a range of model portfolios, mutual funds, ETFs, and individual securities, supported by multiple program platforms and third-party technology to tailor investment solutions.

Heather Ford is a CFP® professional with eight years of industry experience. She has been with Mercer Global Advisors Inc. since 2017, holding various roles within the firm. Prior to that, she worked at Kanaly Trust and Southwest Business Consultants. Mercer Global Advisors provides investment advisory and related planning services to a diverse client base including individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm’s investment approach is based on Modern Portfolio Theory, focusing on globally diversified, risk-appropriate portfolios with multi-factor tilts and tax management, utilizing a range of investment vehicles and platforms.

Angela Wascom Gantt is a financial advisor with Sanctuary Advisors, LLC in Houston, TX, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. She worked for BlackRock Investments, Inc. for 20 years prior to joining Sanctuary Advisors. Gantt serves as a volunteer board member for The Family Place, a nonprofit aiding families affected by domestic violence, where she contributes to fundraising and service projects. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, trusts, and charitable organizations, through a network of over 400 independent advisers. The firm offers portfolio management, retirement plan consulting, and financial planning, employing a variety of analytical approaches and maintaining fiduciary standards when agreements are in place.

Daniel Carter is a financial advisor with CIBC Private Wealth Advisors, Inc. in Houston, TX, holding Series 63 and Series 65 designations and 19 years of industry experience. He has worked at AT Investment Advisers Inc. for 12 years. CIBC Private Wealth Advisors offers investment and wealth advisory services to a diverse client base including individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm employs a collaborative investment process involving internal teams and committees to build customized portfolios, combining proprietary and external strategies with specialized offerings such as options hedges and structured notes.

David Linney is a financial advisor with VOYA Financial Advisors, Inc. in Houston, TX, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has worked at VOYA Financial Advisors, Inc. since 2014 and previously spent six years with Voya Financial Partners, LLC. VOYA Financial Advisors, Inc. is a large 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 broad network of representatives, utilizing both affiliated and unaffiliated products and combining in-house and external strategies with technology-driven tools to implement client recommendations.

Youhong Wang is a financial advisor with Transamerica Financial Advisors in Houston, TX, holding Series 63, 65, and 66 credentials and bringing 13 years of industry experience. His background includes roles at Cameron International Corporation and operating an accounting and tax consulting business, YH Wang CPA LLC. He also serves as an accountant for Interstate Jordan Ranch LLC and established a private family foundation, the GT Wang Family Foundation. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and charitable organizations, offering both advisory and broker-dealer services through proprietary model portfolios and third-party managers.

Erin Battistello is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and bringing 20 years of industry experience. Prior to joining Goldman Sachs in 2021, she spent 16 years at The AYCO Company, L.P./Mercer Allied. She serves as Treasurer for the Seven Lakes Junior High Theater Booster Club, a nonprofit organization in Katy, TX. Goldman Sachs Wealth Services offers financial planning, investment management, and advisory support to a diverse client base, including individual and high-net-worth households, corporate participants, and institutional clients. The firm utilizes centralized investment resources and model portfolios, providing tailored services such as Executive Wealth and Private Family Office support within an integrated financial group.

Jared Waldrup is a CFP® professional with four years of industry experience, currently serving at Sequoia Financial Group, L.L.C. since 2024. He previously worked at AltruVista, LLC for five years and at Texas A&M University for five years. Sequoia Financial Advisors, LLC provides wealth planning, investment management, and retirement-plan and business-consulting services to a diverse client base including individuals, charitable organizations, corporations, trusts, family offices, and institutional clients. The firm employs a combination of in-house model portfolios, custom accounts, and third-party manager selection, supported by ongoing research and an Investment Policy Committee.

Meredith Rice is a CFP® professional with 19 years of industry experience. She has worked at Mariner Wealth Advisors since 2019 and previously spent 12 years at Patriot Wealth Management, Inc. She is based in Houston, TX. Mariner serves a diverse client base including high-net-worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds. The firm offers customized investment management, financial planning, retirement plan consulting, and coordinated tax and family office services, combining in-house research with third-party managers across a range of asset classes and strategies.

Stanley Tan is a financial advisor at Transamerica Financial Advisors with eight years of industry experience. He holds Series 65 and Series 63 licenses and operates Stanley T Tan PLLC, providing accounting, bookkeeping, and tax compliance services as a CPA. Tan is also active as a real estate sales agent in Texas and offers financial education workshops through Canyon Lake PWM LLC. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and corporations. The firm provides advisory and broker-dealer services through proprietary model portfolios and third-party money managers, delivering both discretionary and non-discretionary investment options.