Brent Strawn is a financial advisor at Oppenheimer in Houston, TX, holding a Series 66 designation with 22 years of industry experience. He has been with Oppenheimer since 2007 and also has a longstanding role at Bayou City Tax Service since 2001. Oppenheimer serves a wide range of clients including individuals, corporations, pension and profit-sharing plans, and charitable organizations, offering advisory and brokerage services such as investment management, consulting, retirement services, and financial planning. The firm employs strategic and tactical asset allocation, manager selection, and various investment strategies, while also acting as a qualified custodian with distinctive commission-based advisory programs and a significant focus on non-discretionary asset management.

James Franklin is a financial advisor with Independent Financial Group, LLC, holding a Series 66 credential and 21 years of industry experience. His prior work includes roles at Southwest Financial Services, Cetera Advisor Networks, and 1st Global Advisors. He is also the owner of Southwest Financial Services and works as an insurance agent selling life, annuities, and long-term care products. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors. The firm offers brokerage, portfolio management, financial planning, and retirement plan services through a national network of advisors and provides advisory programs via its AccessPoint platform and third-party asset managers.

David Searls III is a financial advisor at Fayez Sarofim & Co. with 16 years of industry experience. He has held his current position at Fayez Sarofim & Co. since 2012 and holds a Series 66 designation. Fayez Sarofim & Co. provides discretionary investment management to institutional and individual clients, including pension plans, endowments, foundations, and registered investment companies. The firm employs a predominantly bottom-up research process focused on large-cap, high-quality companies with multi-year investment horizons and offers a range of equity and fixed-income strategies while generally avoiding derivatives, leverage, short selling, and market timing.

Francisco Cordova is a financial advisor at Empower Advisory Group with four years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at Human Interest Inc. and ADP Broker Dealer Inc. among other firms. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and retail brokerage account holders. The firm integrates its services with Empower’s recordkeeping and administrative platforms, offering long-term focused financial plans and optional managed account solutions.

Andreina Franceschi Neff is a financial advisor with Oppenheimer & Co. Inc in Houston, TX, holding a Series 66 credential and eight years of industry experience. Her prior roles include positions at Wells Fargo Clearing and Banco Santander International. Oppenheimer serves a diverse client base, including individuals, corporations, pension plans, and charitable organizations, offering advisory and brokerage services such as investment management, consulting, and financial planning. The firm employs strategic and tactical asset allocation with a range of investment strategies and acts as a qualified custodian for client accounts.

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, holding Series 63 and Series 66 licenses and 28 years of industry experience. She previously worked at Ameriprise Financial Services, Inc. for six years before joining Independent Financial Group in 2019. Outside of her advisory role, she owns a book publishing and marketing company and is involved in motivational public speaking. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors. The firm offers brokerage, portfolio management, financial planning, and retirement plan services through a national network of advisors and utilizes a variety of advisory programs and third-party asset managers.

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 Primerica Advisors based in Houston, TX. He holds a Series 66 designation and has 14 years of industry experience. His prior work includes roles at Park Avenue Securities and Guardian Life Insurance Company. Outside of his advisory work, he serves as a trustee on a family member’s account. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of brokerage and advisory services, employing a mix of proprietary and third-party investment strategies alongside financial and retirement planning.

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.