Antwan Lambert is a financial advisor at TIAA-CREF with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Bank of America, Merrill, and Fidelity. Lambert is based in Houston, TX. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm offers both point-in-time planning and ongoing discretionary management, including customized portfolios managed under client-approved investment policies.

John Galloway is a financial advisor with VOYA Financial Advisors, Inc. in Houston, TX, holding Series 63 and Series 66 credentials and bringing 30 years of industry experience. His prior roles include positions at Voya Financial Partners, LLC, and MSI Financial Services, Inc. He is also an independent insurance agent and president of Galloway Kucera Financial, which provides financial planning and investment management services. VOYA Financial Advisors, Inc. is an enterprise-scale firm offering financial planning, portfolio management, retirement-plan advisory services, and access to third-party money managers for individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm combines in-house and external strategists with technology-enabled tools to manage mostly non-discretionary client accounts alongside discretionary wrap and unified managed account programs.

Harold Minton is a Certified Financial Planner® with 20 years of industry experience, currently serving at Mercer Global Advisors Inc. in Houston, TX. His prior experience includes four years with Fidelity Investments. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, providing investment advisory and comprehensive financial, tax, retirement, and estate planning services. The firm’s investment approach is based on Modern Portfolio Theory and employs globally diversified, risk-appropriate portfolios using low-cost ETFs, index funds, separate account managers, and alternative investment platforms.

Caleb Brasel is a Financial Consultant at Fidelity Investments, where he has been serving since 2023. He assists clients in developing detailed financial plans focused on efficiency and risk management, emphasizing collaboration based on clients' financial goals and situations. Prior to his current role, Caleb worked as a Relationship Manager at Fidelity Investments from 2022 to 2023, and as a Financial Representative from 2021 to 2022. Outside of his professional responsibilities, Caleb has interests in fitness and visiting museums.

Paul Culbertson is a CFP® professional with seven years of industry experience, currently affiliated with Allworth Financial, L.P. in Houston, TX. His prior roles include positions at Houston Asset Management, Blue Sky Financial Planning, and Spring Branch Independent School District. Allworth Financial serves a diverse client base, including individual and high-net-worth investors, pension plans, trusts, corporations, and charitable organizations. The firm offers a range of services such as financial and wealth planning, portfolio management, qualified retirement plan consulting, and education through newsletters, podcasts, and seminars.

Hector Romero is a financial advisor at Citigroup Global Markets with six years of industry experience. He holds a Series 66 designation and has worked at several notable firms, including JPMorgan Chase, Bank of America, Merrill, and Wells Fargo. His career also includes roles outside of finance, such as positions at Amazon, Walmart, and Wayland Baptist University. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies and operates with institutional-scale resources and specialized market roles.

Robert McDonough is a financial advisor with United Planners' Financial Services of America and holds Series 63 and Series 65 licenses. He has 42 years of industry experience and has been associated with firms including Core USA Group since 2013, United Planners' Financial Services since 2011, Insurance Designers of Central TX since 2005, and operates McDonough Financial since 2003. United Planners Financial Services serves a diverse client base including individuals, corporations, charitable organizations, retirement plans, and institutional clients. The firm operates an open-architecture platform with multiple custodians and third-party money managers, offering a range of advisory models and both fee-based and commission-based options.

Michael Hipson is a financial advisor with Ameritas Advisory Services, LLC in Houston, TX. He holds Series 63 and Series 65 designations and has 31 years of industry experience. He has been with Ameritas Advisory Services since 2021 and has longstanding roles with affiliated Ameritas companies dating back to 2012. In addition to his advisory work, he is president of Hipson Benefits LLC, a company that sells health, dental, life, and ancillary insurance products to small businesses. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm utilizes a range of investment options and platforms, combining firm-developed and third-party models, mutual funds, ETFs, and individual securities, supported by an affiliated insurance and broker-dealer structure.

Wan Yang is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked with multiple organizations, including Blue Cross Blue Shield and Humana, and has been involved with Transamerica Financial Advisors since 2012. Outside of his advisory work, Yang serves as Vice Chair of the Chinese Civic Center and Chairman of the Katy Chinese Service Center, where he also teaches music and art. Transamerica Financial Advisors offers investment advisory, brokerage, and retirement-plan services to a diverse client base, utilizing model portfolios and third-party managers across multiple platforms. The firm supports individual investors, high net worth clients, and employer-sponsored plans, managing approximately $1.7 billion in regulatory assets under management.

Cullen Brock is a financial advisor with Citigroup Global Markets, holding a Series 66 designation and 18 years of industry experience. His career includes roles at JPMorgan Chase Bank, Merrill, Bank of America, and Sentinel Trust Company prior to joining Citigroup. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs. The firm combines large institutional scale with unique market roles, including in-house research and securities pricing, and provides a broad range of advisory, execution, and custody services.

Jason Neslony is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and bringing four years of industry experience. He has worked with Private Advisor Group and LPL Financial LLC since 2022, as well as with SWS Capital Investment LLC since 2019. Neslony is also involved with Neslony Capital LLC, a non-investment-related business entity. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm employs a fiduciary-based model using technology platforms and third-party managers to tailor investment strategies suited to client goals and risk tolerances.

Eleisha Marzetta is a financial advisor with Empower Advisory Group in Houston, TX. She holds Series 63 and Series 66 licenses and has one year of industry experience. Her prior roles include positions at Amerant Bank, Keller Williams - Remax Gen, and Comerica Bank. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and retail brokerage clients. The firm emphasizes long-term portfolio returns and integrates its advisory services with Empower’s recordkeeping and administrative platforms.

Julie Anderson is a financial advisor with VOYA Financial Advisors, Inc. based in Houston, TX, holding Series 63 and Series 65 licenses and with 31 years of industry experience. She has worked at VOYA Financial Advisors since 2014 and also operates Glaser Financial Services, where she provides insurance and financial services. VOYA Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers a range of services including financial planning, portfolio management, and retirement-plan advisory through a large network of advisers using both affiliated and unaffiliated investment products.

Mario Valenzuela is a financial advisor at Citigroup Global Markets with three years of industry experience. He holds a Series 66 designation and has previously worked at Santander Bank and Equivida, a life insurance company. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments, offering multi-asset, multi-manager investment advisory programs alongside broker-dealer execution and custody services. The firm is notable for its large institutional scale, in-house research capabilities, and roles as a swap dealer and futures commission merchant.

Horacio Gomez Rabago is a financial advisor with Oppenheimer, holding a Series 66 designation and bringing 24 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Citigroup Global Markets, UBS International, and Chase Investment Services. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a range of investment programs and advisory services, including discretionary and non-discretionary portfolio management, strategic asset allocation, and retirement consulting.

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.

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.