Michael Hipson is a financial advisor with Ameritas Advisory Services, LLC in Houston, TX. He holds Series 63 and Series 65 designations and has 31 years of industry experience. He has been with Ameritas Advisory Services since 2021 and has longstanding roles with affiliated Ameritas companies dating back to 2012. In addition to his advisory work, he is president of Hipson Benefits LLC, a company that sells health, dental, life, and ancillary insurance products to small businesses. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm utilizes a range of investment options and platforms, combining firm-developed and third-party models, mutual funds, ETFs, and individual securities, supported by an affiliated insurance and broker-dealer structure.

Ashley Coffman is a financial advisor with Empower Advisory Group in Richmond, TX, holding Series 63 and Series 66 designations and three years of industry experience. Prior roles include positions at TD Ameritrade, Charles Schwab & Co., Inc., and Regions Bank. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and certain retail brokerage account holders, using an integrated model aligned with Empower’s recordkeeping and administrative platforms.

Wan Yang is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked with multiple organizations, including Blue Cross Blue Shield and Humana, and has been involved with Transamerica Financial Advisors since 2012. Outside of his advisory work, Yang serves as Vice Chair of the Chinese Civic Center and Chairman of the Katy Chinese Service Center, where he also teaches music and art. Transamerica Financial Advisors offers investment advisory, brokerage, and retirement-plan services to a diverse client base, utilizing model portfolios and third-party managers across multiple platforms. The firm supports individual investors, high net worth clients, and employer-sponsored plans, managing approximately $1.7 billion in regulatory assets under management.

Cullen Brock is a financial advisor with Citigroup Global Markets, holding a Series 66 designation and 18 years of industry experience. His career includes roles at JPMorgan Chase Bank, Merrill, Bank of America, and Sentinel Trust Company prior to joining Citigroup. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs. The firm combines large institutional scale with unique market roles, including in-house research and securities pricing, and provides a broad range of advisory, execution, and custody services.

Eleisha Marzetta is a financial advisor with Empower Advisory Group in Houston, TX. She holds Series 63 and Series 66 licenses and has one year of industry experience. Her prior roles include positions at Amerant Bank, Keller Williams - Remax Gen, and Comerica Bank. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and retail brokerage clients. The firm emphasizes long-term portfolio returns and integrates its advisory services with Empower’s recordkeeping and administrative platforms.

Julie Anderson is a financial advisor with VOYA Financial Advisors, Inc. based in Houston, TX, holding Series 63 and Series 65 licenses and with 31 years of industry experience. She has worked at VOYA Financial Advisors since 2014 and also operates Glaser Financial Services, where she provides insurance and financial services. VOYA Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers a range of services including financial planning, portfolio management, and retirement-plan advisory through a large network of advisers using both affiliated and unaffiliated investment products.

Mario Valenzuela is a financial advisor at Citigroup Global Markets with three years of industry experience. He holds a Series 66 designation and has previously worked at Santander Bank and Equivida, a life insurance company. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments, offering multi-asset, multi-manager investment advisory programs alongside broker-dealer execution and custody services. The firm is notable for its large institutional scale, in-house research capabilities, and roles as a swap dealer and futures commission merchant.

Horacio Gomez Rabago is a financial advisor with Oppenheimer, holding a Series 66 designation and bringing 24 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Citigroup Global Markets, UBS International, and Chase Investment Services. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a range of investment programs and advisory services, including discretionary and non-discretionary portfolio management, strategic asset allocation, and retirement consulting.

Lawrence Okechukwu is a financial advisor with Transamerica Financial Advisors in Houston, TX, holding Series 63 and Series 65 credentials and five years of industry experience. He has worked at Transamerica Financial Advisors since 2018 and has been with World Financial Group, Inc. since 2015. Outside of finance, he serves as a library assistant for the Windham School District. Transamerica Financial Advisors serves individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers both advisory and broker-dealer services with a variety of proprietary and third-party investment models, operating as both a registered broker-dealer and registered investment adviser.

Tatum Garcia is a financial advisor at Valic Financial Advisors with one year of industry experience. Prior to joining Valic in 2025, Garcia held positions in various organizations including Vitalus Health and Flatbay Capital. Outside of advisory services, Garcia is appointed as an agent to sell non-securities insurance products. Valic Financial Advisors serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management and financial planning through a large network of advisors. The firm utilizes Envestnet’s platform for unified managed accounts and employs a centralized technology approach to manage approximately $29.2 billion in assets.

Gabriel Estrada Alvarez is a financial advisor at Citigroup Global Markets with 21 years of industry experience. He holds Series 63 and Series 66 designations and has been with Citigroup since 2013. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a variety of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and maintains distinctive institutional roles such as swap dealer and futures commission merchant.

Mary Hollier is a financial advisor with Valic Financial Advisors in Houston, TX, holding Series 63 and Series 65 licenses and having 12 years of industry experience. She has worked at Valic Financial Advisors since 2013 and is also an agent with Agia, where she engages in non-securities insurance products. Valic Financial Advisors 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, consulting, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Mark Schubert is a financial advisor with Principal Financial Services in Houston, TX, holding a Series 66 credential and 23 years of industry experience. His prior work includes roles at Ameriprise, Investment Professionals, Inc., and Principal Life Insurance Company. Outside of financial advising, he is involved in stock photography and serves as President-Elect of the League City Rotary Club, leading community service projects. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, and active-duty military personnel. The firm’s advisory offerings include direct advisory programs, financial planning, retirement plan consulting, and third-party money manager solutions implemented on a discretionary basis.

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.