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.

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.

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. Prior to his current role, he worked at firms including CWM, LLC and Wealth Standard Financial. Outside of advising, he is co-owner of Actikare, a caregiving agency providing in-home care services for elderly and disabled clients. 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 to support its sizable client base.

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 bringing seven years of industry experience. His prior roles include positions at VALIC Financial Advisors and Agia. In addition to advising, he operates a sole proprietorship providing accounting and bookkeeping services to small businesses. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through managed advice programs and investment education services. The firm leverages Morningstar Investment Management’s proprietary software and model portfolios to offer personalized asset allocation and retirement 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.

Zachary Gardner is a financial advisor at Cresset Asset Management, LLC with 16 years of industry experience. His prior roles include positions at Sanford C. Bernstein & Co., LLC and Salient Capital Advisors, LLC. Gardner holds Series 63 and Series 65 licenses and is based in Houston, TX. Cresset Asset Management, LLC is an SEC-registered adviser managing approximately $71.9 billion in assets for a diverse client base including individuals, families, trusts, retirement plans, and charitable organizations. The firm employs a diversified, asset-allocation-driven approach combining active and passive strategies and emphasizes structured due diligence across public and private markets.

Hengzhe Li is a CFA® charterholder with five years of experience at Fayez Sarofim & Co. He previously held positions at Columbia University and Wells Fargo NA. He is based in Houston, TX. Fayez Sarofim & Co. provides discretionary investment management to institutional and individual clients, including pension plans, endowments, and mutual funds. The firm employs a bottom-up research process focused on large-cap, high-quality companies and offers a range of equity and fixed-income strategies, avoiding derivatives, leverage, and short selling.

Jordan Jewell is a CFP® with seven years of industry experience, currently serving as a financial advisor at Cresset Asset Management, LLC. His prior experience includes two years at AllianceBernstein and five years at Manske Wealth Management. Cresset Asset Management is a multi-disciplinary investment adviser managing approximately $78.9 billion in assets for individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and pooled investment vehicles. The firm employs a disciplined, risk-aware investment approach that integrates strategic asset allocation and both active and passive management across a broad range of asset classes, including alternatives, and utilizes advanced tools such as artificial intelligence and machine learning.

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.

Brandon Shaughnessy is a financial advisor with Valic Financial Advisors in Houston, TX, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. His work history includes roles at AIG Capital Services and Sewell Infiniti of North Houston. Outside of advising, he owns a family office investment vehicle for managing his family's brokerage account. Valic Financial Advisors primarily serves 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, leveraging centralized technology and third-party models.

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.

Eric Soto Fernandez is a financial advisor with Valic Financial Advisors in Houston, TX. He holds Series 63 and Series 66 licenses and has been working in the financial services industry since 2022, including roles at Bank of Texas and Ameriprise Financial. He is also appointed as an agent to sell non-securities insurance products for 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 discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Nicole Stahl is a financial advisor with Bankers Life Advisory Services, Inc., holding a Series 66 license and bringing 11 years of industry experience. She has been affiliated with Bankers Life and its related entities since 2009. Stahl also acts as a 1099 agent for Bankers Life and Casualty Company, with appointments to offer Medicare Supplement, annuity, life insurance, health, and long-term care insurance products. Bankers Life Advisory Services, Inc. primarily serves mass-affluent and high-net-worth individuals through discretionary and non-discretionary investment consulting, as well as retirement plan consulting. The firm utilizes a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and portfolio management based on clients’ goals, risk tolerances, and time horizons.

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.