Coby Culpepper is a financial advisor at Foundations Investment Advisors LLC with nine years of industry experience. He holds a Series 66 designation and has worked at Edward Jones, AE Wealth Management, and Impact Partners Financial, where he also engages in insurance sales. Foundations Investment Advisors LLC provides financial planning and portfolio management to individuals, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm utilizes a combination of fundamental, technical, and cyclical analysis alongside model portfolios and an asymmetric rebalancing approach.

Nicholas Lyons is a CFP® and holds a Series 65 license with 11 years of industry experience. He has worked at Mercer Global Advisors Inc. since 2025 and previously spent 10 years at The Goff Financial Group. He is based in Houston, TX. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, offering investment advisory alongside financial, tax, retirement, and estate planning services. The firm’s investment approach uses Modern Portfolio Theory to construct globally diversified, risk-appropriate portfolios implemented with low-cost ETFs, index funds, separate account managers, and other strategies, complemented by educational content and specialized client services.

Emiliano Saenz is a financial advisor at Valic Financial Advisors with Series 66 credentials. He joined the firm in 2025 and has prior experience as a student at the University of Texas Rio Grande Valley. 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, utilizing centralized technology and model solutions to support its client base.

Harrison Wilson is a CFP® and holds a Series 65 license with one year of industry experience. He currently works at Corient and previously worked at FMP Wealth Advisers for two years. His background also includes teaching positions at the University of Oklahoma and Second Baptist High School. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, and corporate entities. The firm uses a goals-based, team investment approach that combines in-house strategies with third-party manager solutions and incorporates risk management tools and alternative investments where appropriate.

Larry Mott is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 66 licenses and bringing 35 years of industry experience. His career includes long-term roles at MSI Financial Services and Concourse Financial Group Securities. Outside of his advisory work, he provides CPE educational seminars for professionals such as CPAs. Park Avenue Securities, operating as Park Avenue® Wealth Management and a subsidiary of Guardian Life, offers brokerage and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines advisor-led discretionary management with model-based strategies and provides access to insurance products, alternative investments, and integrated lending options.

Brandon Atkinson is a financial advisor with Valic Financial Advisors in Houston, TX, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He has been with Valic Financial Advisors since 2015 and also serves as an agent for non-securities insurance products with Agia since 2022. 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, consulting, and brokerage services, utilizing Envestnet-developed UMA models to construct client portfolios.

Tom Lam is a financial advisor at VOYA Financial Advisors, Inc. with one year of industry experience. He holds Series 63 and Series 65 licenses and has worked at Corebridge Capital Services, Inc. and American General Life Insurance since 2025. Outside of finance, he is involved with ZenCosmic Jiu Jitsu. VOYA Financial Advisors, Inc. is a large enterprise-scale advisory and broker-dealer affiliate of Voya Financial, offering financial planning, portfolio management, and retirement plan advisory services to individuals, institutional clients, and charitable organizations. The firm combines model portfolios, third-party managers, and technology-enabled tools to deliver both discretionary and non-discretionary investment solutions.

Angela Bryant is a financial advisor with VOYA Financial Advisors, Inc. in Houston, TX, holding Series 63 and Series 65 licenses and with 15 years of industry experience. She has been with VOYA Financial Advisors since 2015. Bryant also serves as secretary for the nonprofit organization Q’ing for a Cause and operates as an independent insurance agent specializing in fixed insurance products. VOYA Financial Advisors, Inc. provides financial planning, portfolio management, and retirement-plan advisory services to individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm emphasizes investment policy statements, model allocations, and a combination of in-house and external strategists to deliver a range of managed account solutions through a large network of investment adviser representatives.

Alexander Spiller is a CFP® and Series 65-registered financial advisor at MAI Capital Management, LLC with eight years of industry experience. He previously worked at WCG Wealth Advisors, LLC and has been associated with Treloar & Heisel, LLC for over a decade, where he is involved in the sale of fixed insurance products. Spiller also served in the US Army for nine years. MAI Capital Management, LLC provides investment management, wealth management, retirement plan consulting, and family-office services to a diverse client base including individuals, families, sports professionals, trusts, and institutional clients. The firm manages $72.3 billion in assets and offers a range of portfolio strategies implemented through various management structures, integrating financial planning and tax services into many client relationships.

Zachary Davenport is a financial advisor at Valic Financial Advisors with one year of industry experience. He holds a Series 66 designation and previously worked at J.B. Hunt. Davenport also serves as an agent for AGIA, where he sells non-securities insurance products. Valic Financial Advisors serves primarily U.S. individuals, including 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 uses advanced technology platforms to support its client solutions.

Gregory Rivine is a ChFC® credentialed financial advisor with 19 years of industry experience, currently affiliated with Eagle Strategies (NY Life) in Houston, TX. He has been with Eagle Strategies since 2016 and also maintains roles with Nylife Securities, LLC and New York Life Insurance since 2015. Outside of his advisory work, he invests personally in cryptocurrency offerings. Eagle Strategies serves a diverse client base including individuals, institutions, and retirement plans, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and predominantly manages assets on a non-discretionary basis, operating within an integrated New York Life affiliate structure.

Zachary Turman is a financial advisor at Corient with a Series 66 designation and three years of industry experience. His prior roles include positions at Avalon Wealth Management LLC and Baker Hughes. Corient provides investment advisory and financial planning services to a wide range of clients, including individuals, high-net-worth clients, trusts, pension plans, and charitable organizations. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party managers and uses advanced risk management tools to align portfolios with client objectives.

Marilyn Osborne is a financial advisor at VALIC Financial Advisors in Houston, TX, with 26 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at VALIC Financial Advisors since 2014 and AIG Capital Services since 2015. VALIC Financial Advisors primarily serves U.S.-based 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, employing Envestnet-developed UMA models for portfolio construction.

Kaleb Fleming is a CFP® certificant with five years of industry experience. He is currently an advisor at Truist Advisory Services and has prior experience with Charles Schwab Bank and Charles Schwab & Co., Inc. Fleming has also worked in academic and operational roles including positions at Kelley School of Business and Indiana University–Purdue University Indianapolis. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, participants, and charitable organizations. The firm offers asset allocation and investment policy analysis, fiduciary support, and the AMC Advantage manager-selection program, using both discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Andrew Calhoun is a CFP® professional with three years of experience in financial advising. He is currently with Sequoia Financial Group, L.L.C. in Houston, TX, and has previously worked at firms including Briaud Financial Advisors, Northwestern Mutual, and New York Life. Sequoia Financial Advisors, LLC provides wealth planning, investment management, retirement-plan advisory, and consulting services to a wide range of clients, including individuals, family offices, corporations, and charitable organizations. The firm employs both model and custom portfolio management strategies, utilizing various investment vehicles and an Investment Policy Committee to oversee client portfolios.

Rafael Carballo is a financial advisor with Guardian Life who holds Series 63 and Series 65 credentials and has 13 years of industry experience. His previous work includes roles at MML Investors Services, MassMutual Life Insurance Company, Penn Mutual Life Insurance Company, Hornor, Townsend & Kent, and most recently Park Avenue Securities. Carballo is also engaged in insurance brokerage through 1847Financial. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, retirement plan sponsors, and charitable organizations. The firm provides tailored client solutions through a combination of advisor-led discretionary management and model-based strategies, complemented by access to insurance products and alternative investments.

Alisa Smith is a financial advisor with Empower Advisory Group in Houston, TX, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. She has worked with GWFS Equities, Inc. since 2013. Outside of investment advisory, she assists with freelance writing, focusing on proofreading and fact-checking articles, and operates a temporary staffing business. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage clients. The firm delivers services through an integrated model linked to Empower’s recordkeeping platforms and emphasizes long-term portfolio returns and annual rebalancing in its planning approach.

Brian Branda is a CFP® and ChFC® with 45 years of experience at Equity Services, Inc. in Houston, TX, where he has worked since 1980. In addition to his financial advisory career, he is also an artist working in painting and ceramics, occasionally showing his work at local galleries. Equity Services, Inc., doing business as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans, utilizing multiple advisory platforms and a combination of long-term strategies with options for shorter-term trading.

Bradley Poff is a financial advisor with PNC Wealth Management in Houston, TX, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. His prior experience includes roles at Mercer Global Advisors, Morgan Stanley, and E*Trade Securities. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio strategy for employees that employs algorithm-driven risk assessment and discretionary investment management using mutual funds and ETFs.

Trang Chandler is a financial advisor with Valic Financial Advisors in Houston, TX, holding Series 63 and Series 65 credentials and having nine years of industry experience. She has been with Valic Financial Advisors since 2016 and is involved in a non-securities insurance products role at Agia. Additionally, she assists in managing bookings for a rental property business operated by her husband. 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 and financial planning services through a large network of advisors, utilizing discretionary unified managed accounts and centralized technology to manage client assets.