Ali Mandalinci is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 65 credentials and over 30 years of industry experience. He has worked at firms including Raymond James Financial Services and UBS Financial Services. Mandalinci also serves as an insurance agent with Steward Partners Global Advisory. Steward Partners Investment Advisory, LLC is an enterprise-scale, SEC-registered RIA managing approximately $36.7 billion in assets, serving a broad client base from individuals to institutions with a variety of advisory and portfolio management solutions.

Michael Bartlow is a financial advisor with Valic Financial Advisors in Houston, TX, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. He has been with Valic Financial Advisors since 2010 and has also been associated with Agia since 2022. Outside of his advisory role, he is involved as an agent for non-securities insurance products. 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, utilizing Envestnet UMA models for portfolio construction and managing approximately $26.4 billion in discretionary assets across a large client base.

Xin Wang is a CFP® professional with 22 years of industry experience, currently affiliated with Eagle Strategies (NY Life) in Houston, TX. Wang has worked with New York Life Insurance Company and its affiliates since 2004 and operates Abacus Financial Strategies LLC for brokering non-registered insurance products. Eagle Strategies serves a diverse client base including individual investors, defined contribution and benefit plans, and corporate entities. The firm offers financial planning, investment management, and retirement-plan advisory services, emphasizing tailored solutions delivered through various program types and fiduciary responsibilities.

Ignacio Cirnigliaro is a financial advisor with Truist Advisory Services in Houston, TX, holding Series 63 and Series 65 licenses and seven years of industry experience. He previously worked at JPMorgan Securities LLC and JPMorgan Chase Bank from 2018 to 2024. Outside of advisory work, he co-owns a real estate rental business. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, supported by AI-enabled equity research and integrated inter-affiliate services.

Joshua Bowe is a financial advisor at Sanctuary Advisors, LLC with one year of industry experience. He holds the Series 66 designation and has prior experience at Optimum and Stephen F. Austin State University. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm supports over 400 independent investment adviser representatives who employ various analytical approaches and may manage accounts on a discretionary or non-discretionary basis.

Jennifer Garza is a financial advisor with Valic Financial Advisors in Houston, TX, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. She has worked at Valic since 2011 and previously at Agia. Outside of her advisory role, she serves as co-administrator of her brother’s estate, managing the settlement and distribution of his assets jointly with her sister. 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 managed-account programs, financial planning, and brokerage services, utilizing Envestnet’s UMA models for portfolio construction and oversight.

Felix Barraza is a CFP®-certified financial advisor with 21 years of industry experience, currently serving at VALIC Financial Advisors in Houston, TX. He has been with VALIC Financial Advisors since 2012 and also holds a position 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, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Baldemar Garza is a financial advisor with Valic Financial Advisors in Houston, TX, holding a Series 66 designation and four years of industry experience. His prior work includes roles at BOK Financial, Merrill, and Bank of America. Outside of finance, he is the founder and captain of Houston Hotties, a nonprofit competitive running team. Valic Financial Advisors is an SEC-registered investment adviser and FINRA-member broker-dealer serving primarily U.S. individuals, including high net worth clients, as well as employer-sponsored retirement plans. The firm offers portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors.

Pornpimol Park is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and bringing 10 years of industry experience. She has held leadership roles outside of advisory work, including serving as president of Vision de Prisma Corp. since 2023. Her prior work includes positions at several companies in varying industries dating back to 2012. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a wide range of clients, including individuals, employer-sponsored plans, trusts, estates, and charitable organizations. The firm primarily uses model portfolios and third-party managers to implement investment strategies and operates an integrated retirement plan ecosystem involving affiliated entities.

Landon Nemoto is a financial advisor at J. W. Cole Advisors, Inc. in Houston, TX, holding a Series 66 designation with seven years of industry experience. He has been with J.W. Cole Advisors and its related entities since 2018. Outside of his advisory role, Nemoto is involved in acting and engineering consulting on a part-time basis. J.W. Cole Advisors is an SEC-registered firm serving individuals, charities, corporations, retirement plans, and other entities through a national network of over 400 independent investment adviser representatives. The firm provides portfolio management, fee-based financial planning, access to third-party managers, and various managed account solutions, implementing investment decisions through discretionary or non-discretionary approaches.

Gregory Rodriguez is a financial advisor with Valic Financial Advisors in Houston, TX, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Agia, Corebridge Financial, the National Security Innovation Network, the University of Houston, H-E-B, and educational positions at Clements High School and First Colony Middle School. He is also 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.

Sarah Hughes is a financial advisor with Valic Financial Advisors in Houston, TX, holding a Series 66 designation and four years of industry experience. Prior to her current role, she worked at Agia and has a background that includes positions at Genesis Reference Lab and Chabado Genomics. Outside of her advisory work, she is also an agent for 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-developed UMA models for portfolio construction.

Wei Wang is a financial advisor with Eagle Strategies (NY Life) based in Houston, TX, holding Series 63 and Series 65 licenses and eight years of industry experience. Wei has worked with Eagle Strategies LLC and New York Life Insurance Co. since 2017 and operates under the DBA name Abacus Financial Strategies LLC to sell New York Life products and broker non-registered insurance products. Eagle Strategies serves a diverse client base including individuals, defined contribution and benefit plans, and charitable and corporate clients. The firm offers a range of financial planning and investment management services, emphasizing tailored recommendations and managing most assets on a non-discretionary basis within an integrated New York Life structure.

Stephanie Cortez is a financial advisor at VALIC Financial Advisors in Houston, TX, with seven years of industry experience. She holds Series 63 and Series 65 licenses and has worked at VALIC Financial Advisors since 2018. Outside of her advisory role, she is also an agent for non-securities insurance products at 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, consulting, and brokerage services through its broker-dealer operations.

Mark Nash is a financial advisor with Transamerica Financial Advisors in Houston, TX, holding Series 63 and Series 65 designations and 17 years of industry experience. His career includes roles with the Louisiana Department of Revenue and the Internal Revenue Service. Outside of advising, Nash is involved in several entrepreneurial ventures, including owning a tax preparation and consulting firm, a music and filmmaking company, an insurance agency, and a church. Transamerica Financial Advisors serves a wide range of clients, including individual investors, pension plans, trusts, and corporations, offering both advisory and broker-dealer services with a variety of model portfolios and third-party managers.

Jacob Brown is a financial advisor with Valic Financial Advisors in Houston, TX, holding a Series 66 license and having three years of industry experience. He has worked at Valic Financial Advisors since 2018 and also has experience as an agent for 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, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Lauren Sledge is a financial advisor with Valic Financial Advisors in Houston, TX, holding a Series 66 designation and 16 years of industry experience. She has worked at Valic Financial Advisors since 2017, following prior roles at MassMutual and MSI Financial Services, Inc. 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 discretionary unified managed accounts with advanced technology and model solutions.

Marc Laborde is a financial advisor at Rockefeller Financial LLC with 20 years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services Inc for 12 years before joining Rockefeller Financial in 2020. Outside of his advisory role, he is a member of the board and finance committee for the nonprofit Trees for Houston and serves on the board of directors for LaborDe Products, a diesel engine distribution company. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm provides discretionary and non-discretionary portfolio management, financial planning, and consulting, operating as a registered broker-dealer with capabilities that include securities transactions, variable insurance products, and placement and investment banking services.

Kyle Faldyn is a financial advisor with Valic Financial Advisors, Inc. He holds a Series 66 designation and has three years of industry experience. Prior to joining Valic, he has held roles at AGIA and other companies. Outside of his advisory work, he is the founder and author at Balanced House Studios LLC, where he is preparing to self-publish a novel. Valic Financial Advisors serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management, financial planning, and discretionary unified managed accounts through a large network of representatives.

Kelsey Dale is a financial advisor at Transamerica Financial Advisors with a Series 66 credential and six years of industry experience. Prior to joining Transamerica in 2025, Kelsey worked at VALIC Financial Advisors from 2020 to 2025 and also spent two years teaching at Dayton ISD/Dr. E. R. Richter Elementary School. Kelsey is involved in the sales of insurance and non-insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors serves a wide range of clients, including individual investors, pension plans, trusts, and corporations, offering both advisory and broker-dealer services through proprietary and third-party model portfolios. The firm manages substantial discretionary and non-discretionary assets and operates as both a registered broker-dealer and registered investment adviser.