David Huckin is a financial advisor with United Planners Financial Services of America and has 48 years of industry experience. He was previously with Huckin Financial Group for 40 years. Outside of his advisory work, he owns Huckin Travel Agency, a personal travel business that has not generated income or expenses in recent years. United Planners Financial Services is a national wealth-management enterprise serving a broad client base including individuals, retirement plans, corporations, trusts, estates, and institutional clients. The firm employs a mix of custodians, third-party money managers, and platform programs to implement client strategies, with most assets managed on a non-discretionary basis.

Shazeen Taiyabi is a financial advisor with Valic Financial Advisors in Houston, TX, holding Series 63, 65, and 66 licenses and five years of industry experience. She has worked at Agia and Valic Financial Advisors since 2022 and is also a homemaker. In addition to her advisory role, she is appointed as an agent to sell non-securities insurance products for Agia. 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.

Karissa Peterson is a financial advisor at Allworth Financial, L.P. in Houston, TX, holding Series 63 and Series 65 licenses with 12 years of industry experience. She previously worked at Ameriprise Financial Services, Inc. for 10 years before joining Allworth Financial and AW Securities. Outside of her financial services career, she owns Aphrodite’s Emporium LLC, a business focused on natural self-care products and wellness services such as meditation and Qigong workshops. Allworth Financial serves a diverse client base including individual and high-net-worth investors, pension plans, trusts, corporations, and charitable organizations. The firm offers financial planning, portfolio management, and retirement consulting through a combination of quantitative and qualitative investment analysis and customized strategies.

Isabelle Liu is a financial advisor with Eagle Strategies (NY Life) in Houston, TX, holding the PFS™ and Series 63 designations with five years of industry experience. Her career includes roles at NYLIFE Securities LLC and New York Life Insurance Co, as well as prior experience with Belleview Consulting and John M. Thomas, P.C. She serves as an officer providing annual CPE training for the Houston Society of Chinese American CPAs and is a board member of the Nanjing University Alumni Association – Greater Houston. Eagle Strategies offers financial planning, investment management, and retirement-plan advisory services to individual and institutional clients through a broad network of affiliated advisers. The firm provides multiple advisory programs tailored to client objectives and plan sponsors, with a significant portion of assets managed on a non-discretionary basis.

Krysanthe Dawes is a financial advisor with Valic Financial Advisors in Houston, TX, holding Series 63 and Series 66 designations and bringing 24 years of industry experience. She previously worked at Lazard Asset Management and Lazard Asset Management Securities LLC for 14 years. Dawes serves as a committee member for the Houston chapter of the CAIA Association, contributing to educational programming and event logistics. 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 wrap programs, portfolio management, and financial planning services, operating at scale with a large advisor network and utilizing discretionary unified managed accounts and overlay services.

Lejo Abraham is a financial advisor at Truist Advisory Services with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Ameriprise and Comerica Securities. Based in Houston, TX, he has been with Truist Advisory Services and Truist Investment Services since 2026. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enabled research tools.

Carlos Guerra is a financial advisor at Oppenheimer with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Morgan Stanley Private Bank, Wells Fargo Clearing, Chase Investment Services, and Merrill. Guerra serves on the board overseeing Galveston's tourism efforts, island beach patrol, and coastal zone management. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations with a range of discretionary and non-discretionary advisory services. The firm combines strategic asset allocation, manager selection, and comprehensive portfolio reviews while maintaining custody of client assets.

Summer Rose is a financial advisor with PNC Wealth Management in Houston, TX, holding a Series 66 designation and eight years of industry experience. Her career includes roles at BBVA Wealth Solutions, BBVA Insurance Agency, BBVA Securities, and Edward Jones. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account available by invitation to employees. The firm uses algorithmic risk assessments and delegates portfolio management and proxy voting to third parties.

Daniel Vosters is a financial advisor with Valic Financial Advisors, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has worked at VALIC Financial Advisors since 2021 and previously held positions at BBVA Wealth Solutions, BBVA Securities, Compass Bank, and Cor Clearing. Valic Financial Advisors, Inc. 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, utilizing discretionary unified managed accounts and centralized technology to support a large network of advisors.

Kenneth Kemp is a financial advisor with Valic Financial Advisors in Houston, TX, holding Series 63 and Series 65 licenses and possessing 18 years of industry experience. He has worked with VALIC Financial Advisors since 2007 and is also an agent with Agia, 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, consulting, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction and management.

Osereme Okojie is a financial advisor with Eagle Strategies (NY Life) based in Houston, TX. He holds the ChFC® designation and Series 63 license, and has 21 years of industry experience. In addition to his role at Eagle Strategies, he operates OKOJIE Strategic Financial Solutions, LLC, offering financial services including New York Life products and non-registered insurance products. Eagle Strategies serves a diverse client base including individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored advice through various program types and manages a majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Joshua Levy is a financial advisor with Voya Financial Advisors, Inc. in Houston, TX, holding Series 63 and Series 65 licenses and 12 years of industry experience. He previously worked at VALIC Financial Advisors for nine years and at Agia for two years before joining Voya Financial Advisors in 2025. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate serving individuals, pension plans, charitable organizations, and corporate clients. The firm offers financial planning, portfolio management, and retirement advisory services through a large network of advisers, utilizing a combination of in-house and third-party strategies, model portfolios, and technology-enabled tools to structure client relationships primarily on a non-discretionary basis.

John Quinn is a financial advisor at Valic Financial Advisors in Houston, TX, with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Valic Financial Advisors since 2014. Since 2022, he has also served as an 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, consulting, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Emily Christian is a financial advisor at Mercer Global Advisors Inc. in Houston, TX, with 10 years of industry experience. She holds a Series 65 designation and previously worked at Valic from 2014 to 2017 before joining Mercer Global Advisors. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofit organizations. The firm employs a Modern Portfolio Theory-based approach focused on globally diversified, risk-appropriate portfolios using low-cost index vehicles and multi-factor tilts.

Haley Nguyen is a CFP® certificant with six years of industry experience, currently affiliated with Guardian Life and Park Avenue Securities in Houston, TX. She has held various roles within Guardian Life and Park Avenue Securities since 2017 and operates an independent tax preparation and planning business. Park Avenue Securities LLC, a wholly owned subsidiary of The Guardian Life Insurance Company of America, serves individuals, high-net-worth clients, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management, model-based strategies, financial planning, and consulting services through proprietary programs and third-party platforms.

Hunter Hargraves is a financial advisor at Integrated Wealth Concepts LLC with 9 years of industry experience. He has worked previously at Wells Fargo Clearing Services LLC and Northwestern Mutual in various roles. Outside of finance, he serves as a firefighter for the City of Houston. Integrated Wealth Concepts serves individuals, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management and financial planning, employing customized portfolios that include mutual funds, ETFs, equities, and fixed income with a primarily long-term approach.

Andrea Camp is a financial advisor with Valic Financial Advisors in Houston, TX, holding Series 63 and Series 65 licenses and having nine years of industry experience. Her career includes roles at Agia and Ritter Insurance Agency prior to her current position. Outside of financial advising, she owns Faith Camp Communications/Faithful Vows, a business providing writing services for churches and non-profits, including original wedding and anniversary vows, and Stepz of Faith, a venture focused on designing and selling shoes with engraved scriptures and poetry. Valic Financial Advisors serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management and financial planning through a large network of advisors. The firm manages discretionary unified managed accounts using Envestnet’s platform and employs a technology-driven approach to serve a broad client base.

Erin Williams is a financial advisor at Goldman Sachs Wealth Services with two years of industry experience. She holds a Series 66 designation and has prior work experience at Dell Technologies and Texas A&M University. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base including individual investors, executives, plan sponsors, and institutional clients. The firm utilizes strategic allocation models, manager selections, and both discretionary and non-discretionary implementations, supported by a broad network of Goldman Sachs affiliates and proprietary research tools.

Robert Seeley is a financial advisor with Valic Financial Advisors in Houston, TX, holding Series 63, Series 65, and Series 66 licenses and one year of industry experience. Prior to joining Valic Financial Advisors, he owned and operated a trucking business and has experience with Agia. Outside of his advisory work, he is a certified professional scuba diver affiliated with Sport Divers of Houston, providing dive support services on a volunteer basis. 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 using model-driven and technology-supported investment solutions.

David Barnes is a financial advisor with Valic Financial Advisors in Houston, TX, holding Series 63 and Series 65 credentials and possessing 24 years of industry experience. He has worked at Valic Financial Advisors since 2009 and has been associated with Agia since 2022, where he is 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, along with 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.