Brandt Jordan is a CFP® with 14 years of industry experience, currently affiliated with Guardian Life and Park Avenue Securities. His background includes roles at Guardian Life Insurance Company and White Rhino Financial. Outside of finance, he is a co-owner of Old Republic English Bulldogs, a dog breeding business. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, high-net-worth clients, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of financial planning, consulting, and discretionary management solutions, combining proprietary and third-party platforms to tailor client relationships.

Jaqueline Boyd is a financial advisor with Empower Advisory Group in Houston, TX, holding a Series 66 designation and having three years of experience in financial services. Her background includes positions at JPMorgan Chase and clinical research prior to joining Empower Advisory Group. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with certain retail brokerage clients. The firm emphasizes long-term portfolio returns and savings rates through integrated services aligned with Empower’s recordkeeping and administrative platforms.

Abel Olivares is a financial advisor with Centaurus Financial, Inc. in Houston, TX, holding a Series 63 designation and bringing 28 years of industry experience. He previously worked at Next Financial Group, Inc. for 13 years before joining Centaurus Financial in 2020. Outside of advisory work, Olivares is involved in several business activities including serving as CEO of 401K Hombre, which offers financial planning, insurance services, legal and tax service coordination, and real estate executive management, and he owns LaRyss Music, promoting a recording artist. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management through the CLASSIC Plus platform, retirement-plan consulting, and specialized services such as annuity and variable life sub-account management, employing both discretionary and non-discretionary arrangements with a variety of analytical approaches.

David Levy is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. He has previously worked at Republic Wealth Advisors and Partners Solutions. Outside of his advisory role, Levy is a co-owner and co-founder of D&E Ventures, a business involved in buying and selling tickets to sporting events, and he chairs the Boruchin Initiatives Committee on the Board of Directors of the Jewish National Fund – USA. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth families, businesses, and nonprofit organizations. The firm employs a globally diversified investment approach based on Modern Portfolio Theory, utilizing low-cost index vehicles and multi-factor strategies, with a range of implementation options and additional estate and tax planning services.

Sonia Dowell is a financial advisor at Goldman Sachs Wealth Services with 19 years of industry experience. She holds a Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2021, following six years at The Ayco Company, LP./Mercer Allied. Based in Houston, TX, she provides wealth management services within a large integrated financial firm. Goldman Sachs Wealth Services delivers 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 utilizes centralized investment resources and a combination of discretionary and non-discretionary managers, offering tailored programs such as Executive Wealth and Private Family Office support integrated across its affiliated entities.

Gabriel Lerma is a financial advisor at TIAA-CREF with six years of industry experience. He holds a Series 66 designation and previously worked at Bank of America and Merrill for nine years. Lerma is based in Houston, TX. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, and corporate entities, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm offers model and customized portfolio management and operates within a vertically integrated structure including affiliated funds.

Christy McCarthy is a financial advisor with Valic Financial Advisors in Houston, TX, holding Series 63 and Series 65 licenses and possessing 27 years of industry experience. She has worked at American General Financial Group since 2000 and is co-owner of McCarthy Pressure Washing Services, where she manages marketing and scheduling. 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 accounts utilizing Envestnet’s platform, operating at scale with over 1,200 advisors and nearly 300,000 clients.

Sarah Ziese is a financial advisor at AE Wealth Management, LLC in Houston, TX, holding Series 63 and Series 65 credentials with six years of industry experience. Her prior roles include positions at TIP Group LLC, One America Financial, and AXA Equitable Advisors. She also has involvement with Ziese Home Services LLC. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base that includes individual households, corporations, trusts, and ERISA plan sponsors. The firm employs discretionary model portfolios and a range of investment strategies supported by regular reporting and performance reviews.

Alexander Mc Clain is a financial advisor at Prime Capital Financial with one year of industry experience. He holds a Series 65 designation and has previously worked at Lido Advisors, LLC, GoodLynx, and The Home Depot. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans with asset management, financial planning, qualified retirement plan services, and third-party manager selection. The firm offers family office services and manages accounts using a variety of strategic approaches, supported by an affiliated accounting subsidiary that provides tax planning and bill-pay services.

Antonino Green is a financial advisor at Concurrent Investment Advisors, LLC in Houston, TX. He holds a Series 66 designation and has been in the industry since 2026. His prior experience includes roles at Winstone Wealth Partners, Raymond James Financial Services, Inc., and Chilton Capital Management. Concurrent Investment Advisors, LLC is a multi-team SEC-registered 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, utilizing customized, primarily long-term portfolios with ETFs, mutual funds, and other investment options.

Eric Jia is a CFP® with two years of industry experience, currently serving as a financial advisor at Creative Planning. His prior experience includes roles at Merrill and Bank of America. Outside of advising, he manages a rental property in Sugar Land, Texas. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning-led investment process focused on low-cost indexing and buy-and-hold strategies, supported by a large advisory team and centralized investment infrastructure.

David Thailing is a financial advisor with Concurrent Investment Advisors, LLC in Houston, TX, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His career includes roles at Avidian Wealth Solutions, Insight Wealth Strategies, Mutual Securities, Lincoln Financial Advisors, and Morgan Stanley. Concurrent Investment Advisors is a multi-team SEC-registered advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm emphasizes customized, primarily long-term portfolios utilizing ETFs, mutual funds, individual securities, and alternative investments, supported by affiliated sub-advisory arrangements and platform integrations.

Jeffrey Young is a financial advisor with Valic Financial Advisors in Houston, TX. He holds Series 63 and Series 66 licenses and has 30 years of industry experience. He has worked at Valic Financial Advisors since 2004 and Sunamerica Capital Services, Inc. since 2013. Valic Financial Advisors, Inc. 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 discretionary unified managed accounts through a large network of investment advisor representatives.

Sean Cosme is a financial advisor at Valic Financial Advisors with a Series 66 designation and one year of industry experience. Prior to joining Valic, he held positions at Cost Plus World Market and Range USA, and has a background in full-time education spanning a decade. Valic Financial Advisors is an SEC-registered investment adviser and FINRA-member broker-dealer serving primarily U.S. individuals, including high net worth clients, and employer-sponsored retirement participants. The firm manages approximately $29.2 billion and employs technology-driven discretionary unified managed accounts through a network of more than 1,200 advisors.

Andrew Barnhill is a financial advisor with Hornor, Townsend & Kent, LLC, holding a Series 66 credential and one year of industry experience. He also works with Penn Mutual Life Insurance Company and has a background as a commercial airline pilot for Spirit Airlines. Barnhill is an author of the book "Financial Flight Plan" and is involved in family investment activities and life insurance brokerage. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory programs, financial planning, and retirement plan consulting through a network of advisers. The firm operates both advisory and broker-dealer services, providing custody, execution, and brokerage capabilities alongside tailored investment strategies.

Michael Fitzgerald is a Certified Financial Planner® with 24 years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC, where he has worked since 2021 following a long tenure at Equitable Advisors and Axa Advisors. Outside of his advisory role, he operates several home-based business entities primarily for tax and investment purposes. Wealth Enhancement Advisory Services offers financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets, utilizing a diversified investment approach that combines passive and active managers with quantitative, momentum, and fundamental analysis, supported by an internal Investment Committee.

Sherif Zaki is a financial advisor with Oppenheimer, holding the Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Fahnestock & Co. Inc. since 2003. Outside of his advisory role, Zaki is the owner and president of Brightmind LLC, a single-person business unrelated to investment activities. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, retirement plans, and charitable organizations. The firm offers a wide range of investment and consulting services with both discretionary and non-discretionary management, maintaining custody of client assets while operating its broker-dealer and advisory businesses.

Courtney Crenshaw is a financial advisor at Guardian Life with 15 years of industry experience. She holds a Series 66 designation and previously worked at New York Life for 11 years. Outside of her advisory role, she is the sole member of an LLC focused on outside insurance brokerage and owns another LLC that organizes paid public speaking events unrelated to investments. Guardian Life’s subsidiary, Park Avenue® Wealth Management, serves individuals, corporate and retirement plan sponsors, charitable organizations, and businesses through brokerage and investment advisory services. The firm offers a combination of advisor-led discretionary management and model-based strategies, along with a range of financial planning, consulting, and educational services tailored to client needs.

Nicole Campbell is a financial advisor at Corient with a Series 65 credential and one year of industry experience. Prior to joining Corient, she worked at Boston Consulting Group for five years and Deloitte for two years. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, and corporate entities. The firm employs a goals-based, team investment approach that integrates internal strategies with third-party managers and uses risk management tools to align portfolios with client objectives.

Victoria Wolfson is a financial advisor with Oppenheimer in Houston, TX, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. Her prior roles include positions at Stanford Group Company, Wells Fargo Clearing, and Prudential Equity Group. She also serves as a trustee managing the distribution of assets for her deceased mother’s trust. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a wide range of investment and consulting services across discretionary and non-discretionary platforms, maintaining custody of client assets while operating both advisory and broker-dealer businesses.