Lawrence Okechukwu is a financial advisor with Transamerica Financial Advisors in Houston, TX, holding Series 63 and Series 65 credentials and five years of industry experience. He has worked at Transamerica Financial Advisors since 2018 and has been with World Financial Group, Inc. since 2015. Outside of finance, he serves as a library assistant for the Windham School District. Transamerica Financial Advisors serves individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers both advisory and broker-dealer services with a variety of proprietary and third-party investment models, operating as both a registered broker-dealer and registered investment adviser.

Tatum Garcia is a financial advisor at Valic Financial Advisors with one year of industry experience. Prior to joining Valic in 2025, Garcia held positions in various organizations including Vitalus Health and Flatbay Capital. Outside of advisory services, Garcia 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, offering portfolio management and financial planning through a large network of advisors. The firm utilizes Envestnet’s platform for unified managed accounts and employs a centralized technology approach to manage approximately $29.2 billion in assets.

Gabriel Estrada Alvarez is a financial advisor at Citigroup Global Markets with 21 years of industry experience. He holds Series 63 and Series 66 designations and has been with Citigroup since 2013. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a variety of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and maintains distinctive institutional roles such as swap dealer and futures commission merchant.

Mary Hollier is a financial advisor with Valic Financial Advisors in Houston, TX, holding Series 63 and Series 65 licenses and having 12 years of industry experience. She has worked at Valic Financial Advisors since 2013 and is also an agent with Agia, where she engages in 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, consulting, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Louis Merkle III is a financial advisor with Commonwealth Financial Network in Houston, TX, holding a Series 63 license and over 31 years of industry experience. He has been affiliated with Commonwealth Financial Network since 2006, with a brief tenure at Merkle Financial Group, which he co-owns. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients, offering a range of advisory programs and support services including wealth management, retirement plan consulting, and access to third-party asset managers. The firm provides operations, trading, technology, investment management, compliance, and practice-management support to its affiliated advisors.

Mark Schubert is a financial advisor with Principal Financial Services in Houston, TX, holding a Series 66 credential and 23 years of industry experience. His prior work includes roles at Ameriprise, Investment Professionals, Inc., and Principal Life Insurance Company. Outside of financial advising, he is involved in stock photography and serves as President-Elect of the League City Rotary Club, leading community service projects. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, and active-duty military personnel. The firm’s advisory offerings include direct advisory programs, financial planning, retirement plan consulting, and third-party money manager solutions implemented on a discretionary basis.

Brandt Jordan is a CFP® professional with 13 years of experience currently affiliated with Primerica Advisors and Park Avenue Securities. His work history includes roles at Guardian Life Insurance Company and White Rhino Financial. Outside of his financial advisory career, he is a co-owner of Old Republic English Bulldogs, a dog breeding business. Park Avenue Securities serves a diverse retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, offering both brokerage and advisory services alongside financial planning and consulting. The firm employs a range of proprietary and third-party investment strategies and supports various account-level services such as lending solutions and donor-advised funds.

Abel Olivares is a financial advisor with Centaurus Financial, Inc. in Houston, TX, holding a Series 63 designation and bringing 28 years of industry experience. He previously worked at Next Financial Group, Inc. for 13 years before joining Centaurus Financial in 2020. Outside of advisory work, Olivares is involved in several business activities including serving as CEO of 401K Hombre, which offers financial planning, insurance services, legal and tax service coordination, and real estate executive management, and he owns LaRyss Music, promoting a recording artist. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management through the CLASSIC Plus platform, retirement-plan consulting, and specialized services such as annuity and variable life sub-account management, employing both discretionary and non-discretionary arrangements with a variety of analytical approaches.

David Levy is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. He has previously worked at Republic Wealth Advisors and Partners Solutions. Outside of his advisory role, Levy is a co-owner and co-founder of D&E Ventures, a business involved in buying and selling tickets to sporting events, and he chairs the Boruchin Initiatives Committee on the Board of Directors of the Jewish National Fund – USA. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth families, businesses, and nonprofit organizations. The firm employs a globally diversified investment approach based on Modern Portfolio Theory, utilizing low-cost index vehicles and multi-factor strategies, with a range of implementation options and additional estate and tax planning services.

Sonia Dowell is a financial advisor at Goldman Sachs Wealth Services with 19 years of industry experience. She holds a Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2021, following six years at The Ayco Company, LP./Mercer Allied. Based in Houston, TX, she provides wealth management services within a large integrated financial firm. Goldman Sachs Wealth Services delivers financial planning, investment management, and advisory support to a diverse client base, including individuals, high-net-worth households, corporate participants, and institutional clients. The firm utilizes centralized investment resources and a combination of discretionary and non-discretionary managers, offering tailored programs such as Executive Wealth and Private Family Office support integrated across its affiliated entities.

Christy McCarthy is a financial advisor with Valic Financial Advisors in Houston, TX, holding Series 63 and Series 65 licenses and possessing 27 years of industry experience. She has worked at American General Financial Group since 2000 and is co-owner of McCarthy Pressure Washing Services, where she manages marketing and scheduling. 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 unified managed accounts utilizing Envestnet’s platform, operating at scale with over 1,200 advisors and nearly 300,000 clients.

Sarah Ziese is a financial advisor at AE Wealth Management, LLC in Houston, TX, holding Series 63 and Series 65 credentials with six years of industry experience. Her prior roles include positions at TIP Group LLC, One America Financial, and AXA Equitable Advisors. She also has involvement with Ziese Home Services LLC. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base that includes individual households, corporations, trusts, and ERISA plan sponsors. The firm employs discretionary model portfolios and a range of investment strategies supported by regular reporting and performance reviews.

Alexander Mc Clain is a financial advisor at Prime Capital Financial with one year of industry experience. He holds a Series 65 designation and has previously worked at Lido Advisors, LLC, GoodLynx, and The Home Depot. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans with asset management, financial planning, qualified retirement plan services, and third-party manager selection. The firm offers family office services and manages accounts using a variety of strategic approaches, supported by an affiliated accounting subsidiary that provides tax planning and bill-pay services.

Antonino Green is a financial advisor at Concurrent Investment Advisors, LLC in Houston, TX. He holds a Series 66 designation and has been in the industry since 2026. His prior experience includes roles at Winstone Wealth Partners, Raymond James Financial Services, Inc., and Chilton Capital Management. Concurrent Investment Advisors, LLC is a multi-team SEC-registered advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm offers wealth and investment management, financial planning, and retirement plan advisory services, utilizing customized, primarily long-term portfolios with ETFs, mutual funds, and other investment options.

David Thailing is a financial advisor with Concurrent Investment Advisors, LLC in Houston, TX, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His career includes roles at Avidian Wealth Solutions, Insight Wealth Strategies, Mutual Securities, Lincoln Financial Advisors, and Morgan Stanley. Concurrent Investment Advisors is a multi-team SEC-registered advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm emphasizes customized, primarily long-term portfolios utilizing ETFs, mutual funds, individual securities, and alternative investments, supported by affiliated sub-advisory arrangements and platform integrations.

Jeffrey Young is a financial advisor with Valic Financial Advisors in Houston, TX, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has worked with Valic Financial Advisors since 2004 and has also been associated with Sunamerica Capital Services, Inc. since 2013. 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.

Andrew Barnhill is a financial advisor with Hornor, Townsend & Kent, LLC, holding a Series 66 credential and one year of industry experience. He also works with Penn Mutual Life Insurance Company and has a background as a commercial airline pilot for Spirit Airlines. Barnhill is an author of the book "Financial Flight Plan" and is involved in family investment activities and life insurance brokerage. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory programs, financial planning, and retirement plan consulting through a network of advisers. The firm operates both advisory and broker-dealer services, providing custody, execution, and brokerage capabilities alongside tailored investment strategies.

Sherif Zaki is a financial advisor with Oppenheimer, holding the Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Fahnestock & Co. Inc. since 2003. Outside of his advisory role, Zaki is the owner and president of Brightmind LLC, a single-person business unrelated to investment activities. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, retirement plans, and charitable organizations. The firm offers a wide range of investment and consulting services with both discretionary and non-discretionary management, maintaining custody of client assets while operating its broker-dealer and advisory businesses.

Courtney Crenshaw is a financial advisor with Primerica Advisors in Houston, TX, holding a Series 66 designation and 15 years of industry experience. Prior to joining Primerica and Guardian Life in 2024, Crenshaw worked at New York Life for 11 years. Outside of advisory work, Crenshaw owns Great Karma Learning, a business focused on paid public speaking events unrelated to investments. Primerica Advisors serves a broad retail client base, including individual and high-net-worth investors, offering both brokerage and advisory services along with financial and business consulting. The firm employs a variety of investment strategies through proprietary and third-party managers and supports a range of account-level services.

Nicole Campbell is a financial advisor at Corient with a Series 65 credential and one year of industry experience. Prior to joining Corient, she worked at Boston Consulting Group for five years and Deloitte for two years. 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, team investment approach that integrates internal strategies with third-party managers and uses risk management tools to align portfolios with client objectives.