Robert Skehan is a financial advisor with Valic Financial Advisors in Houston, TX, holding Series 63 and Series 65 licenses and 11 years of industry experience. He has worked at Valic Financial Advisors since 2014 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, wrap programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Pamela Mayfield Kizzee is a financial advisor with Money Concepts Capital Corp in Houston, TX. She holds a Series 66 designation and has 12 years of industry experience. Since 2015, she has been with Money Concepts Capital Corp. Outside of her advisory role, she serves as an officer for the National Association of University Women. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm employs a mix of model portfolios, advisor-designed portfolios, and third-party sub-advisers, utilizing fundamental and technical analysis along with modern portfolio theory to manage assets for approximately 14,700 clients.

Jeremiah Weathersbee is a Series 66 credentialed financial advisor with Valic Financial Advisors in Houston, TX. He has been with Valic Financial Advisors since 2026 and has prior experience at Hickman, Goza & Spragins. 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 consulting services using a technology-driven platform and a broad network of advisors.

Mark Newbould is a financial advisor with Private Advisor Group, LLC in Houston, TX, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has worked at Private Advisor Group and LPL Financial since 2012 and was previously with Chase Investment Services Corp. from 2001 to 2012. 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 advisory model utilizing a range of investment strategies and third-party managers and platforms.

Michael Valore is a financial advisor at Primerica Advisors with Series 65 credentials and two years of industry experience. His prior work includes roles at Park Avenue Securities, Guardian Life Insurance Company, and TIP Group LLC. He is a veteran of the United States Marine Corps. Park Avenue Securities serves a diverse retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, offering brokerage, advisory, and financial planning services. The firm uses a combination of proprietary and third-party investment strategies across various account types and supports lending solutions and donor-advised funds.

Steven Baker is a financial advisor with Osaic Advisory Services, LLC, holding a Series 66 designation and bringing 26 years of industry experience. Prior to joining Osaic in 2024, he spent 19 years at American Portfolios Financial Services, Inc. and has maintained a role with IDS Life Insurance since 2000. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base that includes individuals, pension and profit-sharing plans, corporations, trusts, charitable organizations, and municipal entities. The firm offers a range of services including investment management, financial planning, retirement plan consulting, and third-party manager oversight, utilizing multiple advisory program models with custody primarily through Schwab and Fidelity.

Dale Hawthorne is a financial advisor at Mercer Global Advisors Inc. in Houston, TX, holding Series 63 and Series 65 licenses with 30 years of industry experience. His prior roles include positions at Raymond James Financial Services, Inc. and GPS Wealth Management. Mercer Global Advisors serves a diverse client base including individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm employs a Modern Portfolio Theory-based investment approach focused on globally diversified, risk-appropriate portfolios using a range of investment vehicles and offers comprehensive financial planning and consulting services.

Wen Lee is a financial advisor with Transamerica Financial Advisors who holds Series 63 and Series 65 licenses and has seven years of industry experience. He has worked with firms including World Financial Group, Dream Builder Financial, and Inheritguard, LLC, where he provides client communications and education on estate planning. Transamerica Financial Advisors serves a broad client base with investment advisory, brokerage, and retirement-plan services, utilizing model portfolios and third-party managers across multiple program platforms.

Eliot Passy Tolar is a financial advisor at Transamerica Financial Advisors with a Series 65 credential and one year of industry experience. His prior work history includes roles at Mathnasium Spring, Wfgia, Corseque LLC, Blue Science Pools, Advantage Storage, and service in the U.S. Navy. Outside of advisory work, he is involved with Corseque LLC. Transamerica Financial Advisors serves a wide range of clients including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers both advisory and broker-dealer services with various fee-based wrap programs, model portfolios, and access to third-party money managers.

Patrick Fleming is a financial advisor at Hightower Advisors with 19 years of industry experience. He holds a Series 66 designation and previously worked for StreetTalk Advisors LLC for ten years before joining Hightower in 2023. Based in Houston, TX, Fleming focuses on providing investment advisory services through Hightower's enterprise platform. Hightower Advisors serves a wide range of individual and institutional clients, including pension and profit-sharing plans, charitable organizations, corporations, trusts, and insurance companies. The firm emphasizes manager selection and multi-manager solutions, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting through its network of advisors.

Erik Carrington is a financial advisor at Truist Advisory Services with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Cetera and Hancock Investment Services. He is based in Houston, TX. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and inter-affiliate integration across its affiliated entities.

Allison Bunch is a financial advisor with Valic Financial Advisors in Houston, TX, holding Series 63 and Series 66 designations and four years of industry experience. Her prior roles include positions at Jungman Financial, Oak Harvest Insurance Services, and AIG Capital Services. 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 consulting services through a large network of advisors, utilizing discretionary unified managed accounts and a technology-driven approach.

Brian Dubose Jr. is a financial advisor at VALIC Financial Advisors in Houston, TX, holding Series 63 and Series 65 licenses with six years of industry experience. His prior work includes roles at Best Buy and Agia, where he also serves as an agent for 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, offering managed-account programs, financial planning, and brokerage services.

Kenneth Mc Clintock is a financial advisor with CIBC Private Wealth Advisors, Inc. in Houston, TX, holding Series 65 and Series 63 licenses and bringing 31 years of industry experience. Prior to joining CIBC Private Wealth Advisors in 2025, he worked at IFS Financial Services, Touchstone Securities Inc., and Pacific Life. He serves on the Board of Directors for the Houston Rodeo and is an announcer for drumline and marching band competitions at Seven Lakes High School. CIBC Private Wealth Advisors provides investment advisory and wealth planning services to individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm combines a dedicated investment team and governance committees to deliver customized portfolio management and offers a range of strategies including options hedging and structured notes.

Daniel Lime is a CFP® with six years of industry experience and is currently an advisor at Mercer Global Advisors Inc. in Houston, TX. His prior roles include positions at Ameriprise and J.P. Morgan Securities LLC. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, offering investment advisory services along with financial, tax, retirement, and estate planning. The firm’s investment approach uses Modern Portfolio Theory with globally diversified, risk-appropriate portfolios implemented through a variety of vehicles including ETFs, index funds, and separate account managers.

William Mckeever is a financial advisor at VALIC Financial Advisors with eight years of industry experience. He holds the Series 63 and Series 65 licenses and previously worked at Marshall J Brown Co. Inc. outside of his current role. William and his wife co-own an investment LLC through which they invest in a private business and manage rental property operations. VALIC Financial Advisors primarily serves U.S. individuals, including high net worth clients, and employer-sponsored retirement participants. The firm offers wrap programs, portfolio management, and financial planning services through a large network of advisors, utilizing centralized technology and model solutions.

Jarrod Thompson is a financial advisor at GWN Securities Inc. in Houston, TX, holding Series 63 and Series 65 licenses with 11 years of industry experience. His prior work includes roles at Equitable Advisors and Axa Advisors, LLC. Outside of his advisory role, he is involved in music as a local artist and DJ and serves as president of his condominium homeowners association. GWN Securities is an SEC-registered investment adviser and broker-dealer that offers discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios for individual and business clients. The firm manages approximately $3.65 billion across more than 37,000 accounts and provides a range of managed-account programs, including legacy market-timing and momentum-based strategies.

Lynnette Okwuonu is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding the PFS™ designation and Series 63 license, and has 16 years of industry experience. Her prior roles include positions at The Financial Advisory Group, Nylife Securities LLC, New York Life Insurance Company, and Linscomb and Williams Inc. She is based in Houston, TX. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm’s investment approach combines strategic asset allocation across risk classes with a mix of passive and active managers, supported by an internal Investment Committee and quantitative and fundamental research.

Vaidyanathan Ramaiah is a financial advisor with Commonwealth Financial Network based in Houston, TX. He holds a Series 63 designation and has 37 years of industry experience. Ramaiah has operated his own firm, Ramaiah Financial, since 2008 alongside his role at Commonwealth. He is also involved in fixed insurance activities. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and hundreds of thousands of clients. The firm provides a wide range of adviser support services, including managed account programs, access to third-party managers, and custody/clearing services.

Mandy Haskell is a CFP®-certified financial advisor with 20 years of industry experience. She is currently with Concurrent Investment Advisors, LLC and has previously worked at firms including Wealth Partners Alliance, Raymond James, Wells Fargo, and Invesco Advisers. Haskell is the owner of Heights Wealth Management, LLC, a company that manages office space and expenses. Concurrent Investment Advisors, LLC is a multi-team advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm offers wealth and investment management, financial planning, and retirement plan advisory services with a focus on customized, primarily long-term portfolios that include ETFs, mutual funds, individual securities, and alternative investments.