Jennifer Zittel is a financial advisor with United Planners' Financial Services of America, holding Series 65 and Series 63 credentials and possessing 23 years of industry experience. Her prior roles include positions at Park Avenue Securities, Guardian Life Insurance, GEICO Insurance, McGee Wealth Management, Oak Harvest Investment Services, Visionary Asset Management, and NEXT Financial Group, Inc. United Planners Financial Services is a national wealth-management enterprise serving a broad client base, including individual investors, retirement plans, corporations, trusts, estates, and institutional clients. The firm operates primarily with non-discretionary assets under management and supports its advisors through a limited-partnership ownership structure and formalized transition assistance programs.

Douglas Carroll is a CFP®-certified financial advisor with eight years of industry experience, currently with Mariner Wealth Advisors in Houston, TX. He previously worked at SMS Capital Management and MPR Associates. Carroll serves as treasurer for the Woodland Heights Community Association. Mariner Wealth Advisors serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and tax services. The firm employs customized discretionary portfolios supported by an internal team and third-party managers, with a notable integration of tax and accounting services.

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.

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.

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.

Sean Granere is a financial advisor with Creative Planning, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He worked at Fidelity for 15 years before joining Creative Planning in 2014. Outside of his advisory role, Granere owns Hack Shack, a baseball lesson business, and teaches high school fishing through the FBC Fishers of Men program in Katy, Texas. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals and institutional clients. The firm follows a financial-planning-led investment approach that emphasizes low-cost indexing, tax-loss harvesting, and selective private market exposure while offering a range of sub-advisory and administrative services.

Xavier Smith is a financial advisor at Empower Advisory Group with eight years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Empower Advisory Group in 2024, he worked at Bank of America and Merrill from 2019 to 2024 and has held positions at City of Houston, CMG Financial, Bank of Texas, and Realty Associates. 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 account holders. The firm offers integrated services tied to Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns, annual rebalancing, and clients’ savings rates.

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.

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.

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.

Steven Sheldon is a CFP® and CFA® based in Houston, TX, with 23 years of industry experience. He has worked at Mariner Wealth Advisors since 2019 and spent 17 years at SMS Capital Management prior to that. Sheldon serves on the boards of a medical device company and a charitable foundation and is also a published author. Mariner serves a diverse client base including individuals, pension plans, trusts, and corporations through investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm implements customized discretionary portfolios supported by in-house research and third-party managers and offers integrated tax and accounting services along with family office and financial wellness solutions.

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.

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.

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.