Andrew Tinsley is a financial advisor with Lincoln Investment in Houston, TX, holding a Series 66 designation and 10 years of industry experience. He has been with Lincoln Investment since 2016 and also works as a financial analyst at Adaptive Asset Management, where he supports investment strategy through analysis and reporting. Lincoln Investment Planning, LLC is an enterprise advisory and broker-dealer serving a diverse client base, including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management, and advisor-led consulting, supported by an in-house Investment Management & Research team that designs strategic model portfolios and adaptive strategies.

Donald Taylor is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and 65 designations and over 30 years of industry experience. He has been with Park Avenue Securities and Guardian Life since 2000. In addition to his advisory work, he serves as co-trustee for his daughter’s trust and co-executor of his mother’s estate. Park Avenue Securities LLC, 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 offers a combination of advisor-led discretionary management and model-based strategies, along with access to insurance products and alternative investments.

Fred Williams Jr. is a financial advisor with Hightower Advisors in Houston, TX, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His prior roles include positions at Vaughan Nelson Investment Management and Salient Capital Advisors. Williams serves on the University of Houston President's Advisory Council and is vice chairman of the board of trustees for Star of Hope Mission. Hightower Advisors provides investment advisory and planning services to a diverse client base including individuals, institutions, and charitable organizations. The firm focuses on manager selection and multi-manager solutions, utilizing both affiliated and third-party managers along with proprietary research to construct portfolios across various asset classes.

Yuk Kin Kuan is a financial advisor with Eagle Strategies (NY Life) based in Missouri City, TX, holding Series 63 and Series 65 credentials and having 25 years of industry experience. He has worked with Eagle Strategies and affiliated New York Life entities since 2018 and previously with AIG Financial Network and Prudential. Eagle Strategies serves a diverse client base including individual investors, institutional clients, and retirement plans, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and delivers a range of advisory programs, primarily managing assets on a non-discretionary basis through an integrated New York Life affiliate structure.

Anita Canales is a financial advisor with Principal Financial Services, holding a Series 66 designation and based in Houston, TX. She has been with Principal Securities, Inc. and Principal Life Insurance Company since 2026. Prior to her current role, she spent 30 years with Deer Park ISD. 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 direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Trevis Bonnett is a financial advisor with VOYA Financial Advisors, Inc. in Houston, TX, holding a ChFC® designation and Series 63 and 66 licenses. He has 17 years of industry experience and previously worked at Nationwide Investment Services Corporation, Valic Financial Advisors, Chase Investment Services Corp., and Equitable Advisors. Outside of advising, he is an independent insurance agent specializing in fixed insurance and Medicare products. VOYA Financial Advisors, Inc. serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients with financial planning, portfolio management, unified managed accounts, and retirement advisory services. The firm combines in-house and external strategists with technology tools to implement investment recommendations, managing many programs on a non-discretionary basis while also offering limited discretionary management options.

Alexandra Kantalis is a financial advisor at Hightower Advisors in Houston, TX, with 12 years of industry experience. She holds a Series 65 designation and has worked at HighTower Advisors since 2018. Prior to that, she was with Salient Private Client, LLC, Salient Capital Advisors, LLC, and Salient Partners, L.P. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach includes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and offers a broad spectrum of portfolio management and financial planning services.

Maria Asher is a CFA® charterholder with three years of industry experience. She has been with Truist Advisory Services since 2024, following a decade at Westwood Wealth Management. Maria 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 utilizes a combination of discretionary and non-discretionary strategies and incorporates third-party manager platforms as part of its AMC Advantage program.

Anna Maria Jones is a CFP® with 22 years of experience in the financial services industry. She has worked at Mariner Wealth Advisors since 2019 and previously spent 15 years at Patriot Wealth Management. Jones is based in Houston, TX. Mariner serves a diverse range of clients including individuals, pension plans, trusts, and corporations, offering services such as investment management, financial planning, retirement consulting, and coordinated tax and family office services. The firm employs customized portfolio strategies overseen by an Investment Committee and integrates tax and accounting capabilities uncommon for firms of its size.

Judith Willoughby is a financial advisor with VOYA Financial Advisors, Inc. in Houston, TX, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. She has worked with Voya-affiliated firms since 2002, including Valic Financial Advisors and Voya Financial Partners, LLC. Outside of her advisory role, she is an independent insurance agent specializing in fixed annuity and life insurance products and also serves as a notary public. VOYA Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial serving individuals, retirement plans, charitable organizations, and corporate clients. The firm offers financial planning, portfolio management, and managed account programs through a broad network, combining in-house and third-party strategies with technology-enabled tools to implement mostly non-discretionary investment recommendations.

Lindsay Lambert is a financial advisor with Concurrent Investment Advisors, LLC based in Houston, TX. She holds a Series 66 designation and has 21 years of industry experience. Her prior roles include positions at Purse Kaplan Sterling, RBC Capital Markets, Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and UBS Financial Services. 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 focuses on customized, primarily long-term investment portfolios that incorporate ETFs, mutual funds, individual securities, and alternative investments, supported by a network of approximately 286 advisors serving over 13,000 clients.

Allison Swantkowski is a financial advisor at Guardian Life with 21 years of industry experience. She holds Series 65 and Series 66 licenses and has worked at Park Avenue Securities, Ameriprise Financial Services, and Cambridge Investment Research Advisors. Between 2020 and 2024, she was a stay-at-home mom. Park Avenue Securities LLC, a subsidiary of Guardian Life Insurance Company, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of financial planning, consulting, and investment management solutions tailored to client needs, including discretionary and model-based strategies.

Robert Burks is a financial advisor with Concurrent Investment Advisors, LLC, holding a Series 66 credential and 26 years of industry experience. His prior roles include positions at Raymond James Financial Services, J.P. Morgan Securities, and Chase Investment Services. He is also involved with Green Financial Group and Winstone Wealth Partners as a financial advisor. Concurrent Investment Advisors, LLC is a multi-team SEC-registered 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, individual securities, bonds, alternative investments, and independent sub-advisers, supported by operational tools and a network of approximately 286 advisors.

Christine Estelle is a financial advisor at Empower Advisory Group with three years of industry experience. She holds Series 63 and Series 66 credentials. Prior to her current role, she worked at NYLife Securities LLC, New York Life Insurance Co, and JP Morgan Chase Bank. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and retail brokerage account holders. The firm’s services are closely integrated with Empower’s recordkeeping and administrative platforms and emphasize long-term portfolio returns and annual rebalancing.

Michael Moreno is a financial advisor at Citigroup Global Markets with 13 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Citigroup since 2022. Prior to that, he was with JPMorgan Securities LLC and JPMorgan Chase Bank NA from 2014 to 2022. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with specialized market roles and arrangements.

Priya Anthony is a financial advisor with PNC Wealth Management in Katy, TX, holding Series 65 and Series 63 licenses and possessing 11 years of industry experience. Her career includes multiple roles at BBVA-affiliated firms from 2013 to 2021, before joining PNC Investments in 2019. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only, employee pilot digital offering that employs algorithmic risk assessment and discretionary management of mutual fund and ETF portfolios.

Jeffrey Kacal is a CFP® and holds a Series 66 license with 26 years of industry experience. He has been with Mercer Global Advisors Inc. since 2015. The firm serves a broad client base including individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofit organizations. Mercer Global Advisors emphasizes a globally diversified investment approach grounded in Modern Portfolio Theory, offering a range of portfolio management and planning services.

John Grover is a financial advisor at Concurrent Investment Advisors, LLC with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Raymond James Financial Services and Performance Group. Grover is also an independent contractor with Winstone Wealth Partners, where he manages his clients. 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 investments, supported by a network of approximately 286 advisors.

Manh Le is a financial advisor with Transamerica Financial Advisors who holds Series 63 and Series 65 licenses and has 30 years of industry experience. He has worked at Transamerica Financial Advisors since 2012 and has been affiliated with WFGIA since 2001. His business activities include sales of insurance and non-insurance products for companies affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm provides a combination of advisory and broker-dealer services through proprietary and third-party investment programs, offering both discretionary and non-discretionary portfolio management options.

Vincent Nguyen is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 65 credential and based in Houston, TX. He has one year of industry experience and has held positions at The Post Oak Hotel at Uptown Houston and Future Financial South. He has also been affiliated with the University of Houston since 2022. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in regulatory assets and employs a diversified investment process that blends passive and active management with quantitative, momentum, and fundamental analysis.