Melissa Christensen is a financial advisor at Empower Advisory Group with 19 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Fidelity Investments and Fidelity Personal and Workplace Advisors. Outside of her advisory role, she works as an independent contractor for DoorDash. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain retail clients. The firm emphasizes long-term portfolio returns and annual rebalancing through an integrated model tied to Empower’s recordkeeping and administrative platforms.

David Hill is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 licenses and possessing 13 years of industry experience. His background includes roles at Fisher Investments, Raymond James Financial, and LPL Financial. Wealth Enhancement Advisory Services provides financial planning, asset management, retirement-plan consulting, and referrals to managed account investment managers for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets, implementing diversified, risk-class based allocations through a blend of passive and active strategies overseen by an internal Investment Committee.

Austin Pratt is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Selah Financial Services and various small businesses across different sectors. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides advisory programs, wealth management, and retirement plan consulting, along with operational, trading, technology, and compliance support to affiliated advisors.

Emely Benitez is a financial advisor with Valic Financial Advisors in Houston, TX, holding a Series 66 credential and three years of industry experience. She has worked at VALIC Financial Advisors since 2023 and is also appointed as an agent to sell non-securities insurance products for AGIA. Prior to joining the financial industry, Benitez held various roles in education at Houston Christian University and local school districts. Valic Financial Advisors serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management, financial planning, and consulting services through an extensive network of advisors. The firm uses a technology-driven approach with discretionary unified managed accounts on the Envestnet platform and supports risk management through standardized client processes.

Samuel Nelson Archer is a financial advisor with Ameritas Advisory Services, LLC, holding the ChFC® designation and Series 63 and 65 licenses, with 31 years of industry experience. He has been associated with Ameritas since 2010 in various capacities, including roles at Ameritas Life Insurance and Ameritas Investment Corp., and has operated multiple related businesses focusing on financial services for physicians and attorneys. He maintains leadership and agent roles in organizations serving medical and legal professionals and administers an informational website on disability insurance for physicians. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm employs a range of investment strategies and platforms, integrating model portfolios, mutual funds, ETFs, and individual securities, supported by a corporate structure that includes affiliated broker-dealer, investment, and insurance entities.

Gan Li is a financial advisor at Corient with a Series 65 designation and four years of industry experience. Prior to joining Corient, Gan worked at Avidian Wealth Solutions and held positions at several other firms including Next Financial and Provident Wealth Management. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, and corporate entities. The firm employs a goals-based investment approach combining in-house strategies with third-party managers and actively monitors portfolios using risk management tools and stress testing.

John Westerman is a CFP® with 13 years of industry experience, currently serving at Commonwealth Financial Network since 2012. He is also co-owner of Selah Financial Services and has authored two books, "52 Practical Money Tips" and "Crucial Retirement." Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors, providing a range of advisory programs, technology, and operational support. The firm offers discretionary model portfolios and various program structures to affiliated advisors who serve retail and institutional clients.

Alexa Tejeda is a financial advisor with Voya Financial Advisors, Inc., holding a Series 66 designation and two years of industry experience. She has worked with Voya in various capacities since 2020 and is currently associated with Houston Financial Wealth Management LLC. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate that serves individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers financial planning, portfolio management, and retirement advisory services, using both affiliated and unaffiliated investment products and a mix of discretionary and non-discretionary account management.

Jennifer Kim is a financial advisor at Voya Financial Advisors, Inc. in Houston, TX, with 11 years of industry experience. She holds the Series 66 credential and has been with Voya Financial Advisors since 2015. Outside of her advisory role, she is involved as an independent insurance agent and assists with tax preparation through a tax assistance center. Voya Financial Advisors, Inc. is an enterprise-scale firm that provides financial planning, portfolio management, and retirement advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm combines in-house and external strategists with technology-enabled tools to deliver both discretionary and non-discretionary investment management solutions.

Erin Donnelly is a financial advisor at VALIC Financial Advisors with 25 years of industry experience. She holds the Series 63 and Series 65 designations. Prior to joining VALIC Financial Advisors in 2025, she worked at Merrill for six years and Nuveen Investments for four years, and also held a position at New York University. 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-developed UMA models and operating with approximately $26.4 billion in discretionary assets.

Nicholas Zdeblick is a CFA® charterholder with 14 years of industry experience. He has been with Fayez Sarofim & Co. since 2006. The firm provides discretionary investment management to institutional and individual clients, including pension plans, endowments, foundations, and registered investment companies. Fayez Sarofim & Co. employs a bottom-up research process focused on high-quality, large-cap companies and offers a range of equity and fixed-income strategies while generally avoiding derivatives, leverage, and market timing.

Paul Boudwin is a financial advisor with CWM, LLC in Houston, TX, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. His prior roles include positions at Wealth Standard Financial, LPL Financial, Cetera Investment Services, Regions Bank, Citigroup Global Markets, Merrill, Banc of America Investment Services, and Waddell & Reed. Outside of his advisory work, he is the owner and CEO of Unlike Regular People, an apparel business. CWM, LLC is an SEC-registered investment adviser that oversees approximately $50.6 billion through a network of over 650 advisors. The firm serves corporate, institutional, and high-net-worth clients with services including discretionary asset management, financial planning, and retirement plan management, supported by a centralized Investment Committee and a range of tailored portfolio solutions.

Christopher Bearden is a financial advisor with Valic Financial Advisors in Houston, TX, holding a Series 66 designation and nine years of industry experience. His prior work history includes roles at Bank of America, Merrill, and AGIA. Outside of his advisory work, he is also an agent involved with non-securities insurance products. 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 using Envestnet’s platform, operating at scale with over 1,200 advisors managing approximately $29.2 billion.

Warren Caguioa is a financial advisor with Valic Financial Advisors in Houston, TX, holding Series 63 and Series 65 licenses and having seven years of industry experience. His prior work includes a decade with the Houston Texans and a current role with Agia involving non-securities insurance products. Valic Financial Advisors 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 to construct client portfolios.

Jared Kahler is a financial advisor with Valic Financial Advisors in Houston, TX, holding Series 63 and Series 66 licenses with six years of industry experience. He has been with Valic Financial Advisors since 2020 and previously worked at Cadius Partners Limited from 2015 to 2018. Valic Financial Advisors 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 and management.

Francis Burrell is a financial advisor with Valic Financial Advisors in Houston, TX, holding Series 63 and Series 66 licenses and two years of industry experience. Prior to joining Valic, he worked at Amazon and has held roles in insurance product sales as an appointed agent for Agia. 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, leveraging centralized technology and model solutions.

Daniel Stahlie is a financial advisor at Oppenheimer with 28 years of industry experience. He has been with Oppenheimer since 2006 and previously worked at Merrill from 2004 to 2005. Stahlie holds the Series 66 designation. Outside his advisory role, he serves as a trustee for a private family trust. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a range of investment programs and advisory services that include equity, balanced, and fixed-income portfolios, with both discretionary and non-discretionary management.

Jason Adams is a Series 66 credentialed financial advisor with six years of industry experience. He has worked with Commonwealth Financial Network and Selah Financial Services since 2025 and previously held roles at Valic Financial Advisors, AIG Capital Services, Inc., and American General Life Insurance. Adams is based in Friendswood, Texas. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and hundreds of thousands of clients. The firm manages roughly $213 billion in client assets and offers a broad platform including managed-account programs, third-party asset manager access, retirement consulting, and custody services.

Lon Hao is a financial advisor with Transamerica Financial Advisors in Houston, TX, holding Series 63 and Series 65 credentials and has four years of industry experience. Prior to joining Transamerica, he was affiliated with World Financial Group and has worked at Chevron as an application engineer since 2005. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and corporations, offering both advisory and broker-dealer services through proprietary and third-party model portfolios, fee-based wrap programs, and commission-based products.

Emerson Plauche III is a financial advisor with Valic Financial Advisors in Houston, TX, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Mechanics Bank Auto Finance, Wells Fargo Auto, and Capital One Auto Finance. In addition to his advisory role, he is appointed as an agent to sell non-securities insurance products for AGIA. Valic Financial Advisors serves U.S.-domiciled individual investors, including 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 and providing various overlay options for portfolio management.