Sara Manning Bracho is a financial advisor with NewEdge Advisors, holding Series 65 and Series 66 licenses and bringing 13 years of industry experience. She previously worked at Mid Atlantic Capital Corporation for nine years and WFG Investments for eight years. Outside of her advisory role, she owns a photo booth rental business and co-owns a handmade items venture. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, retirement plans, corporations, trusts, estates, and charitable organizations. The firm offers a range of services including portfolio management, financial planning, retirement consulting, and access to third-party managers through various program structures that combine in-house and external manager solutions.

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.

Alan Brubaker is a financial advisor with VOYA Financial Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with VOYA Financial Advisors since 2014 and previously worked at Voya Financial Partners, LLC. In addition to his advisory role, Brubaker operates as an independent insurance agent selling fixed insurance products and serves as a notary public. VOYA Financial Advisors, Inc. is an enterprise-scale firm that provides financial planning, portfolio management, and retirement advisory services to individuals—including high-net-worth clients—pension plans, charitable organizations, and corporations. The firm combines model portfolios, both in-house and external strategists, with technology-enabled tools, managing many accounts on a non-discretionary basis while also offering limited discretionary management through wrap and unified managed account programs.

Yonghui Huang is a CFP® credentialed financial advisor with 10 years of industry experience. He is currently with Corient in Houston, TX, where he has worked since 2023. His prior experience includes roles at Purshe Kaplan Sterling Investments and Stavis & Cohen Private Wealth. 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 employs a goals-based, team investment approach that integrates in-house strategies with third-party managers and specialized alternative investment platforms.

Rexsor Gonzalez is a financial advisor with Truist Advisory Services, holding a Series 66 designation and bringing 11 years of industry experience. His prior roles include positions at J.P. Morgan Chase, Merrill, and Bank of America. Outside of advising, he serves on the board of directors for a nonprofit focused on preventing violence against women. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing both discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Marlon Zavala is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and 13 years of industry experience. His prior roles include positions at Mariner Independent Advisor Network, Teamwork Financial Advisors, and LPL Financial. Zavala is a managing partner of Ascend Integrated Wealth, an investment advisory business based in Houston. Private Advisor Group serves a diverse client base including individuals, trusts, estates, charitable organizations, businesses, and retirement plans. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to various managed account programs, utilizing a fiduciary-based advisory model with both proprietary and third-party investment solutions.

William Mc Nutt III is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. in Houston, TX. He has worked at Mercer Global Advisors and its affiliated entities since 2018 and previously held roles at Global Financial Private Capital, LLC, GF Investment Services, LLC, Outlook Wealth Advisors, LLC, and Edward Jones. Mercer Global Advisors provides investment advisory and planning services to individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments. The firm uses a Modern Portfolio Theory-based approach with diversified, risk-appropriate portfolios implemented through a variety of investment vehicles and offers additional services including retirement plan consulting, charitable advisory, and family office support.

Oguguomakwa Okolie is a financial advisor with Eagle Strategies (NY Life) in Sugar Land, TX, holding Series 63 and Series 65 licenses and having five years of industry experience. He has worked with several firms including New York Life Insurance Company and Nylife Securities LLC before operating under Linea Wealth Group, LLC D/B/A Linea, where he brokers non-registered insurance products. Eagle Strategies serves a diverse client base, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm focuses on tailored recommendations across multiple program types and manages the majority of its assets on a non-discretionary basis.

James Trippon is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. Prior to joining Wealth Enhancement Advisory Services, he led Trippon Wealth Management Group, LLC for 21 years and has operated a CPA firm, JM Trippon & Co., P.C., since 1990. Additionally, he manages several business interests including a publishing company and oil well investments. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm employs a diversified, risk-class based investment process that blends passive and active management with oversight from an internal Investment Committee.

Adam Frinsco is a CFP® with 15 years of experience in financial advisory services, currently with Mercer Global Advisors Inc. in Houston, TX. His prior experience includes nine years at The Advocates. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, businesses, and nonprofit organizations. The firm employs a Modern Portfolio Theory-based investment approach with diversified, risk-appropriate portfolios and offers a range of implementation options along with financial planning, retirement plan consulting, tax planning, and estate coordination.

Charles Luke is a financial advisor at RBC Rochdale, LLC in Houston, TX, holding the CFA® designation along with Series 66 and Series 63 licenses. He has 15 years of industry experience, including eight years at City National Rochdale and eight years at Avalon Advisors LLC. RBC Rochdale serves a diverse client base including high net worth individuals, investment companies, corporations, charitable organizations, and government entities. The firm employs an active, multi-strategy investment process combining quantitative screening and fundamental analysis, utilizing proprietary tools like the Galaxy asset-allocation system and Monte Carlo simulations to construct tailored portfolios across various asset classes.

Jennifer Frazier is a financial advisor with Hightower Advisors, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. She previously worked at Frontier Investment Management Co from 2015 to 2020. Hightower Advisors serves a diverse client base including individual and institutional investors such as pension and profit-sharing plans, charitable organizations, and corporations. The firm offers a range of advisory services with an emphasis on manager selection and multi-manager solutions, utilizing both affiliated and third-party managers along with proprietary research and varied investment vehicles.

Stephanie Clay is a Series 66-licensed financial advisor based in Houston, TX, with eight years of industry experience. She has worked at Truist Advisory Services and Truist Investment Services since 2022, and previously held roles at Bank of America, Merrill, and Wells Fargo from 2016 to 2022. 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 uses a combination of discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and inter-affiliate integration.

Ryan Smith is a financial advisor with PNC Wealth Management based in Houston, TX, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. His prior roles include positions at Merrill Lynch Pierce Fenner & Smith, Morgan Stanley, E*TRADE, and Scottrade. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an online, discretionary model account available by invitation to employees. The firm employs algorithm-driven risk assessments and delegates portfolio execution and proxy voting to third parties, utilizing mutual funds and ETFs with annual rebalancing.

Francisco Pastor is a financial advisor at Citigroup Global Markets with 12 years of industry experience. He holds the Series 65 and Series 63 designations. Prior to joining Citigroup in 2017, he worked at Wells Fargo Clearing and Stonex International Advisors Inc. Outside of his advisory role, he is a partner at PRXIMA Companies LLC, a technology consulting firm, and a manager at FERCAPA LLC, which focuses on property management and real estate investment. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and maintains large institutional scale with specialized market roles, including derivatives and futures services.

Azar Azarpour is a financial advisor with Transamerica Financial Advisors and holds a Series 66 designation. He has 21 years of industry experience and has been with Transamerica since 2012. Azarpour is also involved in marketing strategies for Sriya AI through SRIYA DXL LLC. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individual investors, employer-sponsored plans, and charitable organizations. The firm employs model portfolios and third-party managers to implement advisory services and operates an integrated retirement plan ecosystem with affiliated entities.

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.

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.

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.

Raymond Vitek Jr. is a financial advisor at Eagle Strategies (NY Life) with 44 years of industry experience and holds the ChFC® and Series 63 designations. He has been active in various roles including at Linea Wealth Group, LLC and Vitek Insurance Services, LLC. Outside of his advisory work, he owns rural land in Fayette County, Texas, from which he receives royalties. Eagle Strategies serves a broad range of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.