Karin Tyson is a CFP® and ChFC® with 31 years of experience in the financial advisory industry. She currently works at Prime Capital Financial and has held previous positions at Ameritas Investment Corp., 20/20 Financial Advisers Houston, and other investment firms. Outside of her advisory role, she serves on the board of the Future of Finance Scholarship Fund and the Memorial Drive Presbyterian Church finance committee, and conducts educational seminars on Social Security and IRA planning. Prime Capital Financial is an SEC-registered enterprise advisory firm serving high-net-worth individuals, trusts, corporations, and retirement plans. The firm offers a broad range of services including asset management, financial planning, qualified retirement plan services, family office offerings, and tax planning through an affiliated accounting subsidiary.

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.

Zhengrong Wang is a financial advisor at Transamerica Financial Advisors with CFP® and Series 63 credentials. Wang has experience in investment and consulting roles through entities such as SAKZ Investment LLC and SAKZ Consulting Inc. Outside of advisory work, Wang has been involved with World Financial Group Insurance Agency since 2020 and has experience in real estate and professional services in Texas. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and corporations, offering both advisory and broker-dealer services. The firm employs proprietary and third-party model portfolios with discretionary and non-discretionary management options.

Aaron Greene is a financial advisor at Creative Planning with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including PAX Equity and Fidelity, where he spent over two decades in various advisory roles. Creative Planning delivers wealth management, financial planning, and retirement-plan advisory services to a diverse clientele, including high-net-worth individuals, pension plans, and corporations. The firm employs a financial-planning-led investment approach emphasizing low-cost indexing, buy-and-hold strategies, and offers access to private market investments and institutional services.

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.

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.

James Norton Jr. is a financial advisor at Integrated Wealth Concepts LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Raymond James Financial and Purshe Kaplan Sterling Investments. Norton also engages in the sale of fixed/traditional insurance as a non-investment-related business activity. 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 provides discretionary investment management, financial planning, and consulting services, employing a long-term investment approach with customized portfolios constructed from mutual funds, ETFs, individual equities, and fixed income.

Robert Wheeler is a financial advisor with Private Advisor Group, LLC in Houston, TX, holding the ChFC® designation and Series 63 and 65 licenses. He has 40 years of industry experience, including long tenures at LPL Financial and Equity Development Corporation. Wheeler is also president of Equity Development Corporation, an active executive management role outside his current advisory position. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm employs a fiduciary-based advisory model using a range of investment strategies and technology platforms, often implementing advice through third-party managers and TAMPs.

Catherine Franklin is a financial advisor at Mercer Global Advisors Inc. in Houston, TX, with four years of industry experience. She holds a Series 65 designation and has worked primarily with Mercer Global Advisors since 2018, with a brief tenure at Legacy Chief Financial Office and HFG Wealth Management. Mercer Global Advisors provides investment advisory and planning services to a diverse client base including individuals, high-net-worth families, small business owners, and nonprofit organizations. The firm employs a Modern Portfolio Theory-based investment approach that emphasizes globally diversified, risk-appropriate portfolios with multi-factor tilts and a range of implementation options such as ETFs, mutual funds, and separate account solutions.

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.

Clinton Oliphant is a financial advisor at Principal Financial Services with two years of industry experience. He holds a Series 66 designation and previously worked for Gates Used Cars, Inc. for 34 years. In addition to his advisory role, he is licensed to sell and service outside fixed insurance products, including life, annuities, disability, long-term care, health, and group insurance. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty military personnel. The firm’s advisory offerings include direct advisory programs, financial planning, retirement plan consulting, and access to third-party money managers through various investment arrangements.

Juan Arce is a financial advisor with Citigroup Global Markets in Houston, TX, holding a Series 66 designation and 13 years of industry experience. He has worked at Citigroup Global Markets since 2012. Citigroup Global Markets serves individual and institutional clients through various wealth management segments, offering multi-asset, multi-manager investment programs alongside broker-dealer execution and custody services. The firm combines large institutional scale with specialized market roles, including security-based swap dealing and futures commission merchant activities.

Sydney Motes is a CFP® and holds a Series 65 license with 22 years of industry experience. She has worked at Mariner Wealth Advisors since 2019 and previously spent 12 years with Patriot Wealth Management, Inc. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and tax services. The firm uses customized, discretionary portfolios supported by both in-house research and third-party managers, and provides integrated tax, accounting, and family office services alongside traditional portfolio management.

Aleedra Duncan is a financial advisor with Voya Financial Advisors, Inc. She holds Series 63 and Series 65 licenses and has eight years of industry experience. Her prior roles include positions at Agia, Valic Financial Advisors, Foresters Financial Services, Appreciation Financial, Horace Mann Companies, and Aflac. In addition to her advisory work, she is an independent insurance agent specializing in fixed insurance products. Voya Financial Advisors, Inc. serves individuals, pension plans, charitable organizations, and corporate clients by providing financial planning, portfolio management, and retirement advisory services. The firm employs a combination of in-house and third-party strategies, offering both discretionary and non-discretionary account management through a large network of investment advisers.

Anna Nieto is a financial advisor at Citigroup Global Markets with 13 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Citigroup since 2019, following roles at Fidelity Personal and Workplace Advisors and Fidelity Investments. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies with in-house research and compliance oversight, supporting both discretionary and non-discretionary client solutions.

Matthew McCleary is a financial advisor with Guardian Life and Park Avenue Securities, holding the ChFC® designation and Series 66 license. He has 15 years of industry experience, primarily with Guardian Life, where he worked for a decade before his current roles. McCleary operates McCleary Wealth Partners, an LLC used for managing his other business activities. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm offers tailored financial planning and investment management through advisor-led discretionary and model-based strategies, utilizing proprietary programs and third-party platforms.

Christopher Sizemore is a financial advisor with Principal Financial Services in Houston, TX, holding Series 63 and Series 66 licenses and having 25 years of industry experience. He has worked at Principal Financial Services and Principal Life Insurance Company since 2000. Sizemore serves as a board member of the Hoover Country Club. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers financial planning, retirement consulting, and access to third-party money manager programs with discretionary investment implementation.

Jeffrey Swantkowski is a Series 65-credentialed advisor at Mariner with 22 years of industry experience. He has worked at Mariner since 2019 and previously spent 16 years at Patriot Wealth Management, Inc. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, trusts, and charitable organizations through investment management, financial planning, retirement plan consulting, and access to pooled vehicles and third-party managers. The firm offers coordinated tax services, Core Family Office services, and employer financial-wellness tools alongside customized portfolio management supported by an internal team and external platforms.

Chimtuo Ofomata is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and 10 years of industry experience. His background includes roles at United Healthcare, Devoted Health Inc, and involvement with multiple businesses such as Amazing Grace Pharmacy, where he works as a pharmacist. He also has roles with LegacyShield Solutions, Inc and Transamerica Employee Benefits, reflecting a diverse professional portfolio. Transamerica Financial Advisors serves a wide range of clients including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers both advisory and broker-dealer services, providing fee-based wrap programs, model portfolios, and access to third-party money managers through proprietary and third-party model suites.

Zarir Sethna is a financial advisor with Eagle Strategies (NY Life) based in Houston, TX, holding Series 63 and Series 66 licenses and with 39 years of industry experience. He has worked with Eagle Strategies since 2001 and operates under the DBA Sethna Financial Group, brokering non-registered insurance products alongside his advisory role. Sethna is also an investor in NYLARC Holding Co. Inc., which reinsures life insurance policy risks. Eagle Strategies serves a diverse client base including individual investors and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers tailored recommendations and multiple program types, primarily managing assets on a non-discretionary basis within an integrated New York Life affiliate structure.