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.

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.

Michael Fitzgerald is a Certified Financial Planner® with 24 years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC, where he has worked since 2021 following a long tenure at Equitable Advisors and Axa Advisors. Outside of his advisory role, he operates several home-based business entities primarily for tax and investment purposes. Wealth Enhancement Advisory Services offers financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets, utilizing a diversified investment approach that combines passive and active managers with quantitative, momentum, and fundamental analysis, supported by an internal Investment Committee.

Sherif Zaki is a financial advisor with Oppenheimer, holding Series 63 and Series 65 registrations and bringing 29 years of industry experience. He has been with Fahnestock & Co. Inc. since 2003. Outside of his advisory role, he owns and operates BRIGHTMIND LLC, a non-investment related business. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations. The firm provides a variety of advisory and brokerage services, utilizing strategic asset allocation, manager selection, and a mix of investment vehicles to meet client objectives.

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.

Victoria Wolfson is a financial advisor at Oppenheimer with 28 years of industry experience. She has been with Oppenheimer & Co since 2009. Outside of her advisory role, she serves as a trustee managing her deceased mother’s trust. Oppenheimer serves a broad client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a range of advisory and brokerage services, utilizing strategic and tactical asset allocation, manager selection, and various investment strategies tailored to client objectives.

Gregory Kendall is a Financial Consultant at Fidelity Investments, a position he has held since 2022. In this role, he works with clients to develop and implement financial plans tailored to their unique financial goals, utilizing the resources and expertise available at Fidelity Investments. Prior to joining Fidelity, he served as Vice President and Senior Advisor Consultant at Franklin Templeton Investments from 2010 to 2022. He began his financial career as a Personal Banker at Wells Fargo Bank from 2007 to 2010. Mr. Kendall holds an Arkansas Insurance License, which supports his work in providing comprehensive financial consulting services. His professional experience encompasses financial planning and client relationship management, particularly with high net worth individuals and families.

Michelle Hermann is a financial advisor with CIBC Private Wealth Advisors, Inc. in Houston, TX. She holds Series 63 and Series 66 credentials and has 18 years of industry experience. Before joining CIBC, she worked at AT Investment Advisers Inc. for nine years and at Geneva Investment Management of Chicago, LLC for seven years. Michelle and her husband are owners of KCK Pack LLC, which manages two vacation homes used for short-term rentals in Northern Michigan. CIBC Private Wealth Advisors serves a diverse client base including individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm combines an internal investment team and governance committees to create customized portfolios and manages about $67.8 billion in assets with 175 advisors.

Kong Bun is a financial advisor with Valic Financial Advisors in Houston, TX, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has worked at Valic Financial Advisors since 2007 and is also affiliated with Landry's Restaurants, Inc. Outside of his advisory role, he is an agent 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 UMA models and managing approximately $26.4 billion in discretionary assets.

Daniel Ingram is a financial advisor with Valic Financial Advisors in Houston, TX, holding Series 63 and 65 licenses and three years of industry experience. His prior work includes roles at Corebridge Capital Services, American General Life Insurance, JSC Federal Credit Union, LPL Financial, and Equitable Advisors. He also spent several years with Junhua Education Group and Hong En Education Group before entering the financial industry. Valic Financial Advisors is an SEC-registered investment adviser and FINRA-member broker-dealer serving primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm utilizes discretionary unified managed accounts through Envestnet’s platform and offers tax-aware and impact/ESG overlay services, managing approximately $29.2 billion for close to 300,000 clients through a network of over 1,200 advisors.

Mark Ledson is a CFP® professional with 39 years of industry experience, currently serving at Empower Advisory Group. His career includes roles at JCN Financial & Tax Advisory Group, GWFS Equities, and Wealth Enhancement Group. He has self-published a book on practice management. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and participants, utilizing an integrated model connected to Empower’s administrative platforms. The firm offers both point-in-time financial plans and optional managed account solutions within plan lineups selected by plan sponsors.

Matthew Wukitsch is a financial advisor at Oppenheimer with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Oppenheimer in two periods totaling 12 years, with additional experience at UBER Technologies and U.S. Coins & Jewelry. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm provides a range of advisory and brokerage services with an investment approach that includes strategic and tactical asset allocation, manager selection, and various equity and fixed-income strategies.

Amanda Sadler is a financial advisor with Valic Financial Advisors in Houston, TX, holding Series 65 and Series 63 licenses and possessing 11 years of industry experience. She has been with Valic Financial Advisors since 2015 and has additional experience as an agent for Agia, a provider of non-securities insurance products. Outside of her advisory role, she has been involved in owning rental property and operating a HTeaO franchise. Valic Financial Advisors is an SEC-registered investment adviser and FINRA-member broker-dealer serving primarily U.S. individuals, including high net worth clients, and employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and discretionary unified managed accounts using Envestnet’s platform, leveraging centralized technology and model solutions to serve a broad client base through its extensive network of advisors.

Caitlin Reynolds is a financial advisor with J. W. Cole Advisors, Inc. in Houston, TX. She holds Series 63 and Series 66 credentials and has nine years of industry experience. Reynolds has been with J.W. Cole Advisors since 2020 and involved with J.W. Cole Financial, Inc. since 2017. Outside her advisory roles, she is a CPA as of 2024. J.W. Cole Advisors operates through a large network of independent Investment Adviser Representatives and offers fee-based portfolio management, financial planning, retirement plan services, and access to various third-party investment platforms for individual, high-net-worth, and institutional clients.

Alberto Francis is a financial advisor at Corient with nine years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at LPL Financial, Bank of America, Lone Star National Bank, and Cypress Street Capital. Based in Houston, TX, he has been with Corient since 2026. 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 in-house strategies with third-party managers and utilizes risk management tools to align portfolios with client objectives.

Carine Smith is a financial advisor at TIAA-CREF with 21 years of industry experience. She holds a Series 66 designation and has been with TIAA-CREF since 2006. TIAA‑CREF Individual & Institutional Services, LLC provides financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals with existing employer retirement plan relationships, as well as trusts, estates, and corporate entities. The firm distinguishes between point-in-time planning services and ongoing discretionary portfolio management, with an advisory model that includes both model-based and customized portfolios.

Nicholas Eoff is a financial advisor with Valic Financial Advisors in Houston, TX. He holds Series 63 and Series 65 licenses and has 12 years of industry experience, all with his current firm. 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 multiple wrap programs through a large network of advisors, utilizing discretionary unified managed accounts and technology-driven model solutions.