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 Carson Wealth in Houston, TX, holding Series 63 and Series 65 licenses and 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 advising, he owns and operates an apparel business called Unlike Regular People. Carson Wealth is an SEC-registered investment adviser managing approximately $50.6 billion through a network of over 650 advisors. The firm offers discretionary asset management, financial planning, and retirement plan services, supported by an Investment Committee that constructs and monitors model portfolios using fundamental and technical analyses.

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 at Valic Financial Advisors with Series 63 and Series 66 registrations and two years of industry experience. Prior to joining Valic, he worked at Amazon and several other organizations, including the University of Houston Clear Lake and Emerson Automation Solutions. He is also appointed as an agent to sell non-securities insurance products 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 consulting services through a large network of advisors, utilizing discretionary unified managed accounts and third-party model managers on the Envestnet platform.

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.

Sandra Montoya is a Series 66-licensed financial advisor with Valic Financial Advisors, based in Houston, TX, and has four years of industry experience. Prior to joining Valic, she worked at Pipeline Machinery International and has held roles in education and catering. Outside of her advisory role, she assists with marketing and client correspondence for a seafood catering business. 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 managed-account programs, financial planning, and brokerage services, utilizing Envestnet UMA models to construct client portfolios.

Izuka Nwuli is a financial advisor with VALIC Financial Advisors in Houston, TX, holding Series 65 and Series 63 licenses and possessing 12 years of industry experience. Nwuli has been with VALIC Financial Advisors since 2014. VALIC Financial Advisors, Inc. 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 third-party model managers and overlay options.

Waseem Ansari is a financial advisor with Valic Financial Advisors in Houston, TX, holding Series 63 and Series 65 licenses and possessing 14 years of industry experience. He has been with Valic Financial Advisors since 2015. 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, using Envestnet-developed UMA models and supporting optional tax and impact overlay services.

Lester Inniss is a financial advisor with Guardian Life based in Houston, TX, holding Series 63 and Series 65 licenses with seven years of industry experience. His career includes roles at Guardian Life, Park Avenue Securities, and Northwestern Mutual. He has also engaged in insurance sales through Ash Brokerage. Guardian Life’s Park Avenue® Wealth Management provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, and nonprofit organizations. The firm offers a combination of advisor-led discretionary management and model-based strategies through proprietary programs and third-party platforms, with a focus on tailored client relationships and access to insurance products and alternative investments.

Lauren Jones is a financial advisor at VALIC Financial Advisors, Inc. with two years of industry experience. She holds a Series 66 designation and has worked at VALIC Financial Advisors since 2023. Prior to that, she held roles at Refined Technologies Inc., Pure Inc Energy Services, and Kids R Kids. VALIC Financial Advisors, Inc. is an SEC-registered adviser and FINRA-member broker-dealer serving primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants. The firm manages roughly $29.2 billion through more than 1,200 advisors, utilizing centralized technology and model solutions across multiple wrap programs and unified managed accounts.

William Britt is a financial advisor at Hightower Advisors in Houston, TX, holding a Series 65 designation with seven years of industry experience. His career includes positions at South Fork Wealth Management, Fortiter Wealth Management, Eagle Global Advisors, and Jackson Hill Advisors. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, using a multi-manager approach that combines proprietary research and access to affiliated and third-party managers. The firm serves pension plans, charitable organizations, corporations, trusts, pooled investment vehicles, and financial institutions with services including portfolio management, financial planning, and retirement plan consulting.

Kayla Dillon is a financial advisor at Commonwealth Financial Network with four years of industry experience. She holds a Series 66 designation and has worked at Commonwealth since 2020. Prior to her advisory career, she was involved in the hospitality industry at Patrick's Pub & Eatery and attended the University of New Hampshire. 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 offers a broad adviser-support platform with managed-account programs, access to third-party asset managers, and custody services, managing roughly $212.7 billion in client assets.

Kenneth Holder is a financial advisor with Empower Advisory Group, holding Series 63 and Series 65 designations and eight years of industry experience. His prior roles include positions at Bank of America, Merrill Lynch, VALIC Financial Advisors, Vivint Smart Homes, and Darden. 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 select retail brokerage clients. The firm offers an integrated service model linked to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and client savings rates through point-in-time financial plans and optional managed account solutions.