Andreina Franceschi Neff is a financial advisor with Oppenheimer, holding a Series 66 designation and eight years of industry experience. She has worked at Oppenheimer since 2021 and previously held roles at Wells Fargo Clearing and Banco Santander International. Oppenheimer is a registered investment adviser and broker-dealer serving a variety of clients including individuals, corporations, pension plans, and charitable organizations. The firm offers a wide range of programs and advisory services across equity, balanced, and fixed-income portfolios, with both discretionary and non-discretionary management.

Jeffrey Green is a financial advisor with Concurrent Investment Advisors, LLC, based in Houston, TX, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior firms include Raymond James Financial, Banc of America Investment Services, and Morgan Stanley. He is also the founder and president of Green Financial Group, a non-investment-related support company. 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 focuses on customized, primarily long-term portfolios using ETFs, mutual funds, and other investment vehicles, supported by a network of approximately 286 advisors.

Teddy Awuah is a financial advisor at Prime Capital Financial with 17 years of industry experience. He holds Series 63 and Series 65 designations and has worked at several firms, including Sphere Wealth Management, Wealth Development Strategies Investment Advisory, Hornor Townsend & Kent Inc, Penn Mutual Life Insurance, and Comerica Securities. He has been with Prime Capital Investment Advisors since 2021. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans. The firm offers a range of services including asset management, financial planning, qualified retirement plan sponsor services, and family office offerings, employing both discretionary and non-discretionary strategies with a mix of core/satellite, thematic, and tactical approaches.

Jun Gu is a CFA® charterholder with 15 years of experience in the financial industry, currently serving at Corient. His prior roles include positions at Purshe Kaplan Sterling Investments, CIPW Service Company, Stavis & Cohen Private Wealth, and FSC Securities Corporation. He serves as a Board Director for the CFA Society of Houston and is an advisory board member of the Rice Wright Fund at Rice University. Corient provides investment advisory and financial planning services to individual and high-net-worth clients, trusts, pension plans, charitable organizations, 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 and alternative investments where appropriate.

Catina Risper is a financial advisor with Hornor, Townsend & Kent, LLC in Houston, TX, holding Series 63 and Series 65 licenses with 29 years of industry experience. She has been associated with Penn Mutual Life Insurance Company and Hornor, Townsend & Kent since 2007. In addition to her advisory role, she is involved in the sales and service of multi-line insurance products through 1847FINANCIAL. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory programs, financial planning, and retirement plan consulting. The firm operates both advisory and broker-dealer services, providing custody, execution, and brokerage capabilities alongside investment advice.

John Dawson III is a financial advisor with Hightower Advisors based in Houston, TX, holding Series 63 and Series 65 licenses and 35 years of industry experience. He has worked at various Salient entities from 2010 to 2018 before joining Hightower in 2018. Outside of advisory, he is involved in managing several single-tenant office building LLCs. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers along with proprietary research to deliver diversified portfolio management and financial planning services.

Ryan Gloff is a financial advisor with Valic Financial Advisors in Houston, TX, holding Series 63 and Series 66 licenses and six years of industry experience. His prior work includes roles at AIG Capital Services, America General Life Insurance, and Agia, where he also serves as an agent for non-securities insurance products. 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 offers portfolio management, financial planning, and unified managed accounts, operating at scale with a technology-driven approach and a broad network of advisors.

Todd Stephens is a CFP® professional with 24 years of industry experience. He has worked at Hightower Advisors since 2020 and previously spent nine years at Frontier Investment Management Co. He is based in Houston, TX. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach focuses on manager selection and multi-manager solutions, employing both affiliated and third-party managers, and offers services including portfolio management, financial planning, and access to various investment vehicles.

Jason Hennington is a financial advisor at VALIC Financial Advisors with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at VALIC since 2014. Hennington also serves as an agent with Agia, providing 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 for portfolio construction.

Maica Walker is a financial advisor with Independent Financial Group, LLC in Houston, TX, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. Her prior experience includes roles at Ameriprise Financial Services and Valic Financial Advisors. Outside of her advisory work, she owns a book publishing and marketing company and is involved in motivational public speaking. Independent Financial Group, LLC serves a diverse client base including individuals, high-net-worth clients, trusts, and corporate plans, offering financial planning and portfolio management through multiple platforms and third-party asset managers. The firm combines strategic asset allocation with ongoing due diligence across active and passive investment exposures.

Michael Nobles is a financial advisor at &Partners with 42 years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining &Partners in 2024, he worked at Wells Fargo Clearing and Wells Fargo Advisors LLC from 2009 to 2024. Outside of his advisory role, he is involved in his family farm and home rentals operation, Nobles Farm and Ranch. &Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers investment management, financial planning, and ERISA consulting, utilizing a combination of fundamental, technical, and quantitative analysis through various portfolio strategies and platforms.

James Maida is a financial advisor with Hightower Advisors in Houston, TX, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has worked at Salient Partners and related affiliates since 2003 and joined Hightower Advisors in 2018. Hightower Advisors provides investment advisory and planning services to a diverse client base including individual and institutional investors. The firm’s approach includes multi-manager solutions, discretionary and non-discretionary portfolio management, and access to proprietary research and alternative investments.

Corey Belcher is a financial advisor with Valic Financial Advisors in Houston, TX. He holds Series 63 and Series 65 licenses and has eight years of industry experience, including prior roles at Dan Ferrante State Farm and AGIA. Outside of his advisory work, he serves as Campus Production Director at Hope City, where he leads a volunteer team managing audio, video, and lighting during 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 and utilizes centralized technology and model-driven investment solutions.

Matthew Rosenlieb is a financial advisor with Valic Financial Advisors in Houston, TX, holding a Series 66 license and four years of industry experience. Prior to joining Valic Financial Advisors in 2022, he worked at Celestial Displays for six years and Ragin Cajun for one year. Outside of advisory work, Rosenlieb is also an agent involved in non-securities insurance products. 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 unified managed account services through a large network of advisors and emphasizes technology and model-driven solutions.

Jay Horn is a financial advisor at Allworth Financial, L.P. in Houston, TX, with 25 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Valic Financial Advisors Inc for 12 years before joining Allworth Financial and AW Securities in 2022. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers customized portfolio strategies that include core-satellite, pure-index, and options-based models, using third-party sub-advisers and proprietary technology for managing held-away accounts.

Justin Makris is a financial advisor with Guardian Life and Park Avenue Securities, holding a Series 66 credential and 15 years of industry experience. He has worked at these firms since 2011 and also has over 24 years of experience with Ester Wolf and Elizabeth Anthony. Outside of his advisory role, he serves as a trustee on a family member's account. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a subsidiary of The Guardian Life Insurance Company of America. The firm serves individuals, including high-net-worth clients, as well as pension plans, charitable organizations, and corporate clients, offering brokerage, financial planning, retirement consulting, and advisory programs using both proprietary and third-party strategies.

Michael Sausley is a CFP® professional with 22 years of industry experience, currently serving at Valic Financial Advisors in Houston, TX. He has held roles at Sagepoint Financial and Valic Financial Advisors since 2015. Outside of financial advising, he owns Texas Cinematic Film Co., a business providing photography and video services. 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 through a network of over 1,200 advisors, utilizing discretionary unified managed accounts and technology-driven model solutions.

Mason Ouren is a financial advisor with Truist Advisory Services holding a Series 66 designation and two years of industry experience. Prior to joining Truist Investment Services in 2023, he worked at Luna Genetics, Inc. and Asuragen, Inc. He also has experience with Jump Gymnastics and The University of Texas at Austin. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, and fiduciary support, implementing advice through discretionary and non-discretionary manager arrangements supported by AI-enabled research and inter-affiliate integration.

Matthew Ozuna is a financial advisor at Goldman Sachs Wealth Services with 20 years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs since 2021, following a 16-year tenure at The AYCO Company, L.P./Mercer Allied. Outside of his advisory role, he is the owner of O.Z. Lifestyle Brands, a product customization and reselling company. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individuals, high-net-worth households, corporate participants, and institutional clients. The firm offers tailored services and utilizes centralized investment resources, combining discretionary and non-discretionary management approaches within a large integrated financial group.

Sonia Mchenry is a financial advisor at VALIC Financial Advisors in Houston, TX, holding a Series 66 designation with three years of industry experience. Her prior work includes roles at Apollo Rehab/The Medical Resort of The Woodlands and Synergy Care, Inc. She is also an insurance agent for Agia. VALIC Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth clients, and offers discretionary managed-account programs, financial planning, and brokerage services through its broker-dealer operations.