Marlana Splettstosser is a financial advisor with Citigroup Global Markets, holding a Series 66 credential and 18 years of industry experience. She has been with Citigroup Global Markets since 2016. Outside of her advisory role, she owns a land, cattle, and timber business, and also holds ownership positions as a notary public and in health insurance. 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 maintains significant institutional capabilities, including in-house research and futures commission services.

Sara Parrish is a financial advisor with Integrated Wealth Concepts LLC in Houston, TX, holding a Series 66 designation and 17 years of industry experience. She previously worked at Equitable Advisors and Axa Advisors, LLC. Parrish is also the owner of Sara Wealth Management, LLC. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a large network of independent advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, utilizing customized portfolios with a primarily long-term investment approach.

Nestor Barrera is a financial advisor at Valic Financial Advisors with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Valic since 2008, with prior experience at AIG Capital Services and AIG Retirement Advisors. Outside of his advisory work, he manages and maintains two single-family rental homes. 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 and financial planning through a large advisor network, utilizing discretionary unified managed accounts and centralized technology platforms.

Michael Sheffler is a financial advisor with Valic Financial Advisors in Houston, TX, holding Series 63 and Series 65 credentials and having 21 years of industry experience. He has been with Valic Financial Advisors since 2005 and also holds an agent position at Agia, where he is involved with non-securities insurance products. 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 consulting services, utilizing discretionary unified managed accounts and centralized technology to support a large client base.

Catherine Mc Daniel is a CFP®-certified financial advisor with nine years of industry experience, currently with Cetera Planning Partners in Houston, TX. She has previously worked at Avantax Advisory Services, Raymond James Financial Services, and Core+ Financial Strategies. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees, offering investment management, comprehensive financial planning, and retirement-related advice. The firm provides ancillary services including tax planning, bookkeeping, and estate-planning support through a third-party provider, with an investment approach centered on diversified allocations tailored to clients’ objectives and risk tolerance.

Rickey Carlson is a financial advisor with Valic Financial Advisors in Houston, TX, holding Series 63 and Series 65 credentials and 16 years of industry experience. He has previously worked at firms including AIG Capital Services, Inc., LPL Financial, and Symphony Financial, Ltd. Co. Outside of advisory services, he is 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 with a focus on diversified asset allocation and periodic rebalancing.

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.

Corey Steinmann is a financial advisor with Valic Financial Advisors in Houston, TX, holding Series 63 and Series 65 registrations. He has 10 years of industry experience and has been with Valic Financial Advisors since 2016. Additionally, he has a role as an agent at AGIA, where he works with non-securities insurance products. Valic Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, and employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and consulting services through a large network of advisors and utilizes discretionary unified managed accounts with overlay services for taxable equity portfolios.

Tiffany Hart is a financial advisor at Valic Financial Advisors in Houston, TX, holding a Series 66 designation with one year of industry experience. She previously worked at Amegy Bank, Goosehead Insurance, and Wells Fargo Bank. Outside of her advisory role, she has been involved with Whiskey Time Farm since 2019. 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 managed-account programs, financial planning, consulting, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

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.

Michael Laible is a financial advisor with Valic Financial Advisors in Houston, TX, holding Series 63 and Series 65 licenses and having nine years of industry experience. Prior to joining Valic Financial Advisors in 2017, he worked at Texas A&M University for one year and has held an agent role at Agia since 2022, focusing on non-securities insurance products. Valic Financial Advisors serves a broad range of U.S. clients, including high and ultra-high net worth individuals and employer-sponsored retirement participants, offering portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors and a technology-driven approach.

Samuel Onstead is a Series 65-licensed advisor at Corient in Houston, TX, with two years of industry experience. His background includes roles at Corient Services LLC, CIPW Service Company, LLC, and Avalon Investment & Advisory, as well as four years at Abilene Christian University. Corient provides investment advisory and financial planning services to individual and high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach that combines in-house strategies with third-party manager solutions and incorporates risk management tools and alternative investment options when appropriate.

Marcia Locher is a financial advisor with Oppenheimer in Houston, TX, holding a Series 63 designation and 44 years of industry experience. She has worked at Oppenheimer since 2004 and previously at UBS Financial Services from 2000 to 2004. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers a broad range of programs with both discretionary and non-discretionary management, spanning equity, balanced, and fixed-income portfolios, and maintains custody of client assets as a qualified custodian.

Alexander Ling is a financial advisor with Hightower Advisors based in Houston, TX. He holds a Series 65 designation and has one year of industry experience. Prior to joining Hightower, he worked at The Menard Financial Group, LLC and Willis Johnson & Associates, and he operated Sandra Ling Designs for seven years. Hightower Advisors provides investment advisory and planning services to a broad range of individual and institutional clients. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing proprietary research and offering access to various investment vehicles including mutual funds, ETFs, and alternative investments.

Alexis Murillo is a financial advisor with Valic Financial Advisors in Houston, TX, holding Series 63 and Series 65 licenses and having one year of industry experience. Prior to joining Valic Financial Advisors, Alexis worked at Agia and Stellar Bank, and also has experience in the banking and retail sectors. Alexis is appointed as an agent to sell non-securities insurance products for Agia. 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 overlay services via Envestnet’s platform.

Andrew Bybee is a financial advisor with Hightower Advisors in Houston, TX, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Northwestern Mutual and the Law Firm of Jan Woodward Fox. He also worked briefly with Chungdahm Learning Academy. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and charitable organizations. The firm’s approach centers on manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across various investment vehicles.

Jonathan Cox is a financial advisor with VOYA Financial Advisors, Inc. in Houston, TX, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has worked at VOYA Financial Advisors since 2014, with prior experience at Morgan Stanley and MSI Financial Services. He is also an independent insurance agent specializing in the sale of fixed insurance products. VOYA Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate offering financial planning, portfolio management, and retirement services to individuals, pension plans, charitable organizations, and corporate clients. The firm integrates in-house and third-party strategies and technology-enabled tools to manage accounts primarily on a non-discretionary basis while also providing some discretionary management options.

Patrick Dickson is a financial advisor with Guardian Life and holds a Series 66 designation. He has 26 years of industry experience, including prior roles at Ameriprise and Mass Mutual Investors Services. He is a co-owner of White Rhino Financial LLC and is involved with Rethink Wealth LLC, both operating under Guardian. Park Avenue® Wealth Management, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and offers access to proprietary and third-party investment solutions, as well as integrated lending options and a digital advisory platform.

Olanrewaju Shogbola is a financial advisor with Goldman Sachs Wealth Services in Houston, TX, holding Series 63 and Series 65 licenses and nine years of industry experience. His prior roles include positions at United Capital Financial Advisers, Wells Fargo Clearing, Wells Fargo Bank, and Northwestern Mutual. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individuals, high-net-worth households, and institutional clients, utilizing centralized investment resources and a range of tailored offerings.

Omari Simpson is a financial advisor at Valic Financial Advisors in Houston, TX, with 19 years of industry experience. He has held the Series 66 designation and served in the United States Army from 2010 to 2019 before joining Valic Financial Advisors in 2014. 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.