Karen Sotallaro is a CFP® with 20 years of industry experience and currently serves as a financial advisor at Cresset Asset Management, LLC. Her prior work includes roles at Oak Harvest Investment Services and D.H. Hill Securities, among others. She is a board member of the Rotary Club of Houston and also works as an independent consultant for Rodan + Fields. Cresset Asset Management is a multi-disciplinary investment adviser managing approximately $78.9 billion in client assets. The firm serves a diverse client base including individuals, high-net-worth clients, trusts, estates, retirement plans, and corporations, employing a disciplined, risk-aware investment approach across public equities, fixed income, and a range of alternative asset classes.

Zaid Siddiqui is a financial advisor at VALIC Financial Advisors with four years of industry experience. He holds a Series 66 designation and has worked at several firms including Agia, Insight Management & Consulting, and Audi Central Houston. Outside of advising, he is an agent for non-securities insurance products at 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 and utilizes centralized technology and model solutions.

Viridiana Salamesainz is a financial advisor at Citigroup Global Markets with four years of industry experience. She holds the Series 66 designation and has previously worked at Casa de Bolsa Finamex SAB de CV and Citibanamex. Outside of advisory work, she is a manager and partner at JOSADA LLC, a real estate holding company based in Houston and Montgomery, Texas. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies supported by internal oversight and integrates both discretionary and non-discretionary portfolio options.

Sara Mortus is a financial advisor at Valic Financial Advisors with one year of industry experience. She holds a Series 66 designation and previously worked in educational roles and retail. Additionally, she is appointed as an agent to sell non-securities insurance products. Valic Financial Advisors serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants. The firm offers portfolio management and financial planning through a large network of advisors, using discretionary unified managed accounts with a focus on technology and model solutions.

Christopher Cooper Jr. is a financial advisor with Bankers Life Advisory Services, Inc., holding Series 63 and Series 65 licenses and having six years of industry experience. He has worked at Bankers Life Advisory Services since 2019 and has been involved with Bankers Life & Casualty since 2008, where he manages a sales team of insurance agents. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals with discretionary portfolio management, investment consulting, and retirement plan services. The firm uses a combination of fundamental, technical, and cyclical analysis to develop tailored asset allocations and ongoing portfolio management aligned with clients’ goals and risk tolerance.

David Hanson is a CFP® and ChFC® with 40 years of experience in the financial industry. He is currently with Stratos Wealth Partners, Ltd, having joined in 2025 after a decade at Sovereign Wealth Advisors, LLC and prior roles at LPL Financial and Securities America Advisors, Inc. Outside of advisory work, he has maintained a business entity for tax and investment purposes since 2017. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise advisor with approximately 379 advisors and $18.6 billion in assets under management. The firm serves individuals, retirement plans, corporations, nonprofits, and institutional clients through a model that emphasizes independent advisor representation and uses an open-architecture investment approach integrating multiple third-party platforms and managers.

Kristopher Mosley is a financial advisor with Valic Financial Advisors in Houston, TX, holding Series 63 and Series 66 licenses and one year of industry experience. Prior to joining Valic, he has worked in education and music, including roles as a music educational consultant and voice-over business owner. Outside of financial advising, Mosley operates Kris Mosley Studios, providing voice-over services, and works as an agent selling non-securities insurance products. 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 for portfolio construction.

Dylan Daggett is a financial advisor at Concurrent Investment Advisors, LLC with four years of industry experience. He holds the Series 66 credential and has worked at several firms including Raymond James Financial Services and Cetera. Daggett is also associated with Green Financial Group as an Associate Financial Advisor and provides client service at Winstone Wealth Partners. Concurrent Investment Advisors is a multi-team, SEC-registered firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm offers customized long-term investment portfolios utilizing ETFs, mutual funds, and other securities, supported by a network of approximately 286 advisors.

Derrick Callis is a financial advisor with Commonwealth Financial Network, holding Series 65 and Series 63 licenses and bringing 17 years of industry experience. He has been with Commonwealth and Selah Financial Services since 2013 and worked previously at Valic Financial Advisors from 2010 to 2013. Outside of advising, he has worked as a delivery driver for Uber Eats. 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 support platform including managed-account programs, access to third-party asset managers, and comprehensive custody and clearing services.

My Le is a financial advisor with Valic Financial Advisors in Houston, TX, holding Series 63 and Series 66 licenses and having 13 years of industry experience. They have worked with Valic Financial Advisors since 2014 and also serve as an agent for Agia, focusing on non-securities insurance products. Valic Financial Advisors primarily 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.

Megan Mcwhorter is a financial advisor with Valic Financial Advisors in Houston, TX. She holds Series 63 and Series 65 licenses and has recently begun her career in the industry. Prior to joining Valic Financial Advisors, Megan worked at Wellby Financial and holds an agent position selling non-securities insurance products for AGIA. 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, wrap programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Miguel Cano is a financial advisor at Valic Financial Advisors in Houston, TX, holding Series 63 and Series 65 licenses with one year of industry experience. Prior to joining Valic, he has held roles including agent for AGIA, where he sells non-securities insurance products. Valic Financial Advisors primarily 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, consulting, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Marko Majstorovic is a financial advisor with Valic Financial Advisors in Houston, TX, holding a Series 66 designation and four years of industry experience. His work history includes roles at Agia and positions in university housing departments at The University of Texas at Tyler and Tyler Junior College. He is also an agent for non-securities insurance products. Valic Financial Advisors primarily serves U.S. 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 UMA models to construct client portfolios.

Joel Garrett is a financial advisor with Valic Financial Advisors in Houston, TX, holding Series 63 and Series 66 licenses and five years of industry experience. His prior roles include positions at LPL Financial, Wealth Standard Financial, and CWM, LLC. Outside of advising, he is a co-owner of Actikare, a caregiving agency serving elderly and disabled clients, and serves as an agent for non-securities insurance products at Agia. Valic Financial Advisors primarily serves U.S. individual clients, including high net worth and ultra-high net worth individuals, as well as employer-sponsored retirement participants. The firm offers managed account programs and financial planning services, leveraging centralized technology and model solutions across a large network of advisors.

Jamie Andersen is a financial advisor at Valic Financial Advisors with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Lincoln Financial Advisors, Lincoln Financial Distributors, Inc., and Nationwide Financial. Valic Financial Advisors primarily 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 with options for tax and impact overlay services.

Hunter Kirkland is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 licenses and eight years of industry experience. His previous roles include positions at VALIC Financial Advisors and Transamerica Investors Securities Corporation. Outside of advising, Kirkland operates a sole proprietorship providing accounting and bookkeeping services for small businesses. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through managed advice programs and investment education services, utilizing proprietary portfolio construction tools provided by Morningstar Investment Management. The firm manages a large client base with a focus on asset allocation and retirement planning guidance.

John Wilson is a financial advisor at Cetera Planning Partners with 27 years of industry experience. He holds a Series 63 designation and has held positions at firms including Raymond James Financial Services and Avantax Investment Services. Outside of his advisory role, Wilson is a partner in RKBW, LLC, a business involved in convenience store equipment leasing and sales. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees through investment management, financial planning, Social Security optimization, and retirement advice. The firm employs a diversified investment approach based on mutual funds and ETFs, and offers additional services such as tax planning, bookkeeping, payroll support, and estate planning through third-party providers.

Lydia Buhanan is a financial advisor at Focus Partners Wealth, LLC with a Series 65 credential. She has been in the industry since 2024, with prior experience at Encore Legal Process and Genover, LLC. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients, offering wealth management, financial planning, and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that blends active and passive strategies within an enhanced open architecture framework.

Kendra Mccartney is a financial advisor with Goldman Sachs Wealth Services in Houston, TX, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She has worked at Goldman Sachs & Co. LLC since 2021 and spent 22 years at The Ayco Company, L.P. Goldman Sachs Wealth Services offers financial planning, investment management, and advisory support to a diverse client base, including high-net-worth individuals, corporate participants, and institutional clients. The firm utilizes centralized investment resources and a range of discretionary and non-discretionary managers, providing tailored solutions such as private family office support and retirement plan education.

Vyvyann Wong is a financial advisor with Valic Financial Advisors in Houston, TX, holding Series 63 and Series 66 licenses and possessing 12 years of industry experience. She has been with Valic Financial Advisors since 2013 and also holds a role as an agent with Agia, focusing on non-securities insurance products. Valic Financial Advisors primarily 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 through its broker-dealer operations.