Kyle Campbell is a financial advisor with Symphony Financial, Ltd. Co. in Houston, TX, holding a Series 63 designation and seven years of industry experience. He previously worked at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company for seven years and has been involved with Hotaling Insurance since 2019. Outside of advising, he owns Saddle Up Fuel, a business that provides discount diesel fuel cards for businesses and horse and cattle associations. Symphony Financial, Ltd. Co. offers discretionary investment management, financial planning, and consulting services to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a long-term investment approach using a range of securities and often integrates multi-family office services and third-party management models to address broad family financial needs.

Juan Bolanos is a financial advisor at Insigneo Advisory Services, LLC with seven years of industry experience. He holds a Series 66 designation and has worked at firms including PNC Investments and BBVA Wealth Solutions. Outside of advisory work, he is a property owner. Insigneo Advisory Services, LLC provides investment advisory and portfolio management services to individual, corporate, trust, and institutional clients, including banking institutions. The firm offers a range of investment solutions such as discretionary and non-discretionary managed accounts, multi-asset portfolios, third-party manager oversight, and consulting services.

Sami Abboud is a financial advisor with World Equity Group, Inc. in Houston, TX, holding a Series 66 designation and one year of industry experience. Prior to joining World Equity Group, he worked at Scandrill, Inc. for 13 years. Outside of his advisory role, Abboud serves as Vice President of Business Development at Exponent Prosperity Accelerator Advisors and acts as a fixed life insurance agent with Innovative Capital Assurance. World Equity Group provides investment advisory and brokerage services to individuals, high-net-worth clients, business entities, non-profit organizations, and financial institutions. The firm employs a combination of model-based and customized investment approaches, offering portfolio management, financial planning, and access to third-party managers.

Sara Willis is a financial advisor with New Edge Wealth in Houston, TX, holding a Series 66 designation and four years of industry experience. Prior to joining New Edge Wealth and NewEdge Securities LLC in 2026, she worked at Sanford C. Bernstein & Co., LLC for five years. New Edge Wealth primarily serves ultra-high-net-worth individuals, families, family offices, foundations, trusts, and institutional clients. The firm offers a range of advisory services, focusing on asset allocation and investor behavior, and utilizes technology tools including AI-assisted analytics alongside adviser judgment.

Odaro Aisueni is a CFP® professional with two years of experience currently advising at Plancorp, LLC. Prior to joining Plancorp in 2025, Aisueni held roles at Austin Wealth Management, Willis Johnson & Associates, Carson Group, and had experience outside finance with Chipotle and Texas Tech University. Plancorp serves individuals, trustees, business owners, charitable organizations, and retirement plans with comprehensive wealth management, investment management, financial planning, and tax preparation services. The firm utilizes Modern Portfolio Theory and documented Investment Policy Statements to guide diversified asset allocation and employs both discretionary and non-discretionary management strategies.

Brian Orner is a financial advisor with Valic Financial Advisors in Houston, TX, holding a Series 66 designation and 13 years of industry experience. He has worked at Valic Financial Advisors since 2015 and is also an agent with Agia, where he is involved in 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, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Nnamdi Odi is a CFP® certificant with 17 years of industry experience, currently advising at Mercer Global Advisors Inc. in Houston, TX. His prior roles include positions at Westwood Wealth Management, Salient Capital L.P., and Fidelity, where he worked for over a decade. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, offering investment advisory alongside financial, tax, retirement, and estate planning services. The firm employs a globally diversified investment approach grounded in Modern Portfolio Theory and utilizes a blend of ETFs, index funds, separate account managers, and private funds.

Joseph Garcia is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and three years of industry experience. His prior work includes roles at the Internal Revenue Service in Research, Applied Analytics and Statistics, the Texas Juvenile Justice Department, and Central Texas College. Garcia also serves as a Human Resources Officer in the U.S. Army. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individual investors, employer-sponsored plans, trusts, and charitable organizations. The firm utilizes model portfolios and third-party managers across multiple advisory platforms to deliver its services.

Bryce Burch is a financial advisor at Integrated Wealth Concepts LLC with 15 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Northwestern Wealth Management Company and Northwestern Mutual. Bryce serves as the board chair for the Fellowship of Christian Athletes, a nonprofit organization. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, with a focus on customized portfolios using mutual funds, ETFs, individual equities, and fixed income.

Kevin Kyle is a financial advisor with Integrated Wealth Concepts LLC in Houston, TX, holding the CFP® and ChFC® designations and bringing 15 years of industry experience. Prior to joining Integrated Wealth Concepts in 2020, he worked for Northwestern Mutual in various capacities from 2011 to 2020. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, and family office services, employing customized portfolios with a long-term approach combined with shorter-term trades for rebalancing or cash needs.

John Dubeansky Jr. is a financial advisor with Voya Financial Advisors, Inc., holding Series 65 and Series 63 licenses and bringing nine years of industry experience. He is currently president and CEO of TJD & Associates and maintains a role as an independent insurance agent and partnership with Medicare Back Office to assist clients with Medicare decisions. Outside of his advisory duties, he serves as Sponsorship Lead and Commissioner for the Leander Youth Baseball & Softball Alliance. Voya Financial Advisors, Inc. serves a broad client base including individual investors, employer-sponsored retirement plans, and charitable and corporate clients. The firm provides financial planning, portfolio management, and brokerage services through a combination of affiliated strategies, third-party managers, and model portfolios.

Forrest Surles is a financial advisor with Eagle Strategies (NY Life) based in Houston, TX, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with Eagle Strategies since 1999 and is also associated with The Forest Group LLC, Nylife Securities Inc., and New York Life. Outside of his advisory role, he volunteers with the Operation Game Thief Clay Tournament Committee, supporting fundraising efforts for Texas Game Wardens. Eagle Strategies serves a broad mix of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm emphasizes tailored recommendations and delivers solutions through multiple program types, including fee-based advice and co-advisory relationships, with a significant focus on non-discretionary asset management.

Lindsay Conaway is a financial advisor at Corient with four years of industry experience. She holds a Series 65 credential and previously worked for Avalon Wealth Management LLC and Avalon Advisors, LLC for ten years. Conaway 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 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 alternative investment options where appropriate.

Edward Bautista is a financial advisor with TIAA-CREF in Houston, TX, holding Series 63 and Series 66 designations and 16 years of industry experience. Prior to joining TIAA-CREF in 2023, he worked at JPMorgan Chase Bank and JPMorgan Securities, LLC for ten years. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals—often those with prior employer retirement plan relationships—as well as trusts, estates, partnerships, corporate entities, and small retirement plans. The firm separates financial planning from ongoing portfolio management and serves as adviser to a donor-advised fund sponsored by Charityvest.

Laura Thompson is a financial advisor with Mercer Global Advisors Inc. in Houston, TX, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. She has been with Mercer Global Advisors since 2015, serving in various roles over that period. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments by providing investment advisory, financial, tax, retirement, and estate planning services. The firm’s investment approach relies on Modern Portfolio Theory and globally diversified, risk-appropriate portfolios using a combination of low-cost ETFs, index funds, separate account managers, and private funds.

Russell Kneisley is a financial advisor with Valic Financial Advisors in Houston, TX, holding Series 65 and Series 63 designations and bringing 25 years of industry experience. He has been with American General since 1998. Valic Financial Advisors, Inc. is an SEC-registered investment adviser and FINRA-member broker-dealer serving primarily U.S. individuals, including high net worth and employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors, utilizing centralized technology and model solutions.

Stephanie Ellis is a financial advisor with Valic Financial Advisors in Houston, TX, holding Series 63 and Series 65 licenses and having 11 years of industry experience. She has worked at Valic Financial Advisors since 2014 and is also the owner of Platinum Solutions, a business that provides counseling and assistance to small business owners in preparing loan applications. Additionally, she is an Avon consultant and an agent for non-securities insurance products through Agia. 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 managed-account programs, financial planning, and brokerage services, utilizing Envestnet UMA models and operating with a large advisor network.

Alleyne Hill Jr. is a financial advisor with VALIC Financial Advisors in Houston, TX, holding Series 63 and Series 66 designations and bringing 26 years of industry experience. He has worked with VALIC Financial Advisors since 2006 and 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, offering managed-account programs, financial planning, and brokerage services.

Melchor Martinez is a financial advisor with Voya Financial Advisors, Inc. holding a Series 66 designation and 13 years of industry experience. His prior roles include positions at Merrill, Bank of America, and Axa Advisors. He is currently based in Houston, TX. Voya Financial Advisors, Inc. serves individual clients, employer-sponsored retirement plans, and charitable and corporate clients through financial planning, portfolio management, and brokerage services. The firm offers a mix of model portfolios, affiliated strategies, and third-party management, with a notable emphasis on non-discretionary advisory accounts and a combination of advisory and broker-dealer activities.

Thuong Nguyen is a financial advisor with Transamerica Financial Advisors in Houston, TX, holding Series 63 and Series 65 credentials and bringing 16 years of industry experience. His work history includes roles at Transamerica Financial Advisors since 2015, LSPN Pro, LLC, Blue Cross and Blue Shield of Texas, and Advance Technical Resources. Outside of advisory services, he is involved in health insurance enrollment and education, as well as operating a business building computers. Transamerica Financial Advisors serves a diverse client base, including individuals, pension plans, trusts, and corporations, offering both advisory and broker-dealer services through proprietary and third-party model portfolios. The firm operates as both a registered broker-dealer and RIA, with affiliated retirement and recordkeeping entities supporting plan clients.