Erica Falcomata is a financial advisor with Truist Advisory Services in Houston, TX, holding Series 63 and Series 65 licenses and 19 years of industry experience. She has worked within various divisions of Truist and its predecessor firms since 2015. Outside of her advisory role, Falcomata serves as the administrator of a family estate and is president of a local school advisory committee. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plans, and charitable organizations. The firm employs a combination of discretionary manager relationships and non-discretionary consulting, supported by AI‑enabled research tools and integrated inter-affiliate service arrangements.

Daniel Legaye is a financial advisor with Valic Financial Advisors in Houston, TX, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at AIG Capital Services, America General Life Insurance, Linden Thomas and Company Securities, and Moody Securities, among others. 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, consulting, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Matthew Murch is a CFP® professional with 14 years of experience in financial advising, currently with Cetera Planning Partners. His background includes roles at Avantax Advisory Services and various Cetera-affiliated firms. He is involved in Integrated Tax and Wealth Strategies, where he integrates tax planning with portfolio management, and also provides consulting and financial planning support to affiliated CPA firms. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees, offering investment management, comprehensive financial planning, and retirement-related advice. The firm’s approach includes diversified allocations aligned with client objectives and risk tolerance, supported by a broader Cetera network that provides extensive custodial, clearing, and pension-related resources.

Sanjay George is a financial advisor at Corient with 11 years of industry experience. He holds a Series 66 designation and has previously worked at Rock & Co LLC, Rockefeller Financial LLC, and Raymond James & Associates. George is based in Houston, TX. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach that integrates in-house strategies with third-party managers and employs risk management tools and ongoing portfolio monitoring.

Matthew Dorsey is a CFP® and holds a Series 66 license, with four years of industry experience. He currently works with Wealth Enhancement Advisory Services, LLC and has prior experience at Morgan Stanley, Egon Zehnder, and Buffalo Bayou Brewing Company. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm’s investment process combines strategic asset allocation with both passive and active management, supported by quantitative and fundamental research.

Jimmiral Taylor Lucas is a financial advisor at Empower Advisory Group in Houston, TX, holding Series 63 and Series 66 designations with one year of industry experience. His career includes roles at multiple firms within the Empower network and other companies since 2017. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and participants, as well as Empower Premier IRA and retail brokerage clients. The firm utilizes an integrated model connected to Empower’s recordkeeping and administrative platforms and focuses on long-term portfolio returns through a point-in-time financial planning approach and optional managed accounts.

William Marks is a financial advisor at Corient with 13 years of industry experience. He holds the Series 66 designation and previously worked for Avalon Wealth Management LLC and Avalon Investment & Advisory for ten years. Marks joined Corient and its related entities in 2023. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm employs a goals-based, team investment approach that integrates individual security and fixed-income strategies with third-party manager solutions and customized asset allocation.

Gregory Cleare is a financial professional with GWN Securities Inc. in Fresno, TX, holding Series 63 and Series 65 credentials and 21 years of industry experience. He has been with GWN Securities since 2007. Outside of his advisory role, he is the owner and DJ of Rubber Room Entertainment, a mobile DJ service. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients, including high-net-worth individuals. The firm offers discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios through a large network of over 400 advisors.

Alan McClain is a financial advisor at Prime Capital Financial with 26 years of industry experience. He holds a Series 66 designation and has previously worked at Cetera Advisor Networks, Girard Securities, and United Capital Financial Advisers. McClain also serves as an insurance agent, focusing on the sale and service of fixed insurance products. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans through asset management, financial planning, and qualified retirement plan services. The firm employs a range of investment strategies and offers family office services, tax advisory through an affiliated accounting subsidiary, and consolidated reporting for complex client portfolios.

Christopher Ochs is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has worked at Citigroup since 2010. Outside of his advisory role, he is a general partner of Two Ochs GP, a business investment entity with no active duties reported. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies with internal oversight and combines large institutional scale with unique market roles and arrangements.

Pedro Marquez is a financial advisor with Citigroup Global Markets in Houston, TX, holding a Series 66 designation and 13 years of industry experience. He has been with Citibank since 2012. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies and maintains unique market roles, including acting as a swap dealer and futures commission merchant.

Blaine Dahl is a financial advisor with Guardian Life in Houston, TX, holding a Series 66 designation and 16 years of industry experience. His prior work includes roles at Park Avenue Securities and Securian Financial Services Inc. He is also involved with Ash Brokerage, providing insurance products outside of those offered by Guardian. Guardian Life’s subsidiary Park Avenue Securities offers brokerage and investment advisory services to individuals, retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and digital advisory solutions, providing access to insurance products, alternative investments, and integrated lending options.

Pedro Paulo Lourenco is a CFA® charterholder and Series 66 licensee with seven years of industry experience. He has been with Truist Advisory Services and Truist Investment Services since 2022, following three years at First Quadrant, L.P. He is based in Houston, TX. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and inter-affiliate integration, to deliver its AMC Advantage manager-selection program and other investment solutions.

Elelumhe Garuba Hawthorne is a Series 66-registered financial advisor with 13 years of industry experience. She is currently with Voya Financial Advisors, Inc., having joined in 2025 after roles at Agia and VALIC Financial Advisors, Inc. She also works as an independent insurance agent, selling various life insurance products including whole life, variable life, indexed life, and term life policies. Voya Financial Advisors, Inc. is an enterprise-scale firm offering financial planning, portfolio management, and retirement advisory services to individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm utilizes investment policy statements, model portfolios, and technology-enabled tools to deliver both discretionary and non-discretionary investment management through a large network of adviser representatives.

Kunal Vyas is a financial advisor with TIAA-CREF in Houston, TX, holding a Series 66 designation and 11 years of industry experience. He has been with TIAA-CREF since 2015. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing TIAA-administered employer retirement plan relationships. The firm acts as adviser to the TIAA Donor Advised Fund and operates within a vertically integrated group using affiliated funds.

Tiffany Cao Sidoti is a financial advisor with VOYA Financial Advisors, Inc., holding a Series 66 designation and 18 years of industry experience. She has been with VOYA since 2015, following seven years at Valic Financial Advisors. Outside of her advisory work, she is involved as an independent insurance agent. VOYA Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial, serving individuals, pension plans, charitable organizations, and corporate clients. The firm offers financial planning, portfolio management, managed account programs, and retirement advisory services through a large network of advisors, using both affiliated and unaffiliated investment products.

Daniel Goott is a CFP® professional with 26 years of industry experience, currently serving at Cerity Partners LLC. He has held roles at Investec Asset Management Group since 2003 and worked at Prudential Equity Group from 1999 to 2003. In addition to his advisory work, he serves as Executive Vice President at Investec Asset Management Group, focusing on the sale and monitoring of fixed insurance products. Cerity Partners advises a diverse client base including individuals, families, business entities, charitable institutions, and various institutional investors, managing approximately $166.2 billion in assets as of December 2025. The firm offers customized wealth management services with an investment approach based on client-specific profiles, asset allocation, and access to alternative and private market solutions through affiliated businesses.

Bredawn Riley is a financial advisor with VOYA Financial Advisors, Inc. in Houston, TX, holding Series 63 and Series 66 licenses, and has 19 years of industry experience. She has been with VOYA Financial Advisors since 2014 and is also the owner of Riley Financial, an independent insurance agency focused on fixed annuities and life insurance. Additionally, she serves as a board member for the Galveston Municipal Utilities District 32, overseeing water and waste control administration. VOYA Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial, offering financial planning, portfolio management, and retirement advisory services to a diverse client base. The firm combines in-house and outside strategists with technology-enabled tools to provide both discretionary and non-discretionary investment management through a large network of advisors.

Raul Chavez is a financial advisor at Citigroup Global Markets with 13 years of industry experience. He holds Series 66 and Series 63 designations. Prior to joining Citigroup in 2023, he worked at JPMorgan Chase Bank and J.P. Morgan Securities. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies with internal standards and oversight committees to select and monitor managers, serving both discretionary and non-discretionary client needs.

Erin Patak is a financial advisor at Corient with eight years of industry experience. She holds the CFP® and CFA® designations along with Series 63 and Series 65 licenses. Prior to joining Corient in 2025, she worked at CNR Securities, Mosaic Advisors, Bank of America, Merrill, Goldman Sachs, and GS Trust Company. Corient provides investment advisory and financial planning services to individual and high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach that incorporates in-house strategies alongside third-party manager solutions and customized asset allocation.