Daniel Ingram is a financial advisor with Valic Financial Advisors in Houston, TX, holding Series 63 and 65 licenses and three years of industry experience. His prior work includes roles at Corebridge Capital Services, American General Life Insurance, JSC Federal Credit Union, LPL Financial, and Equitable Advisors. He also spent several years with Junhua Education Group and Hong En Education Group before entering the financial industry. 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 utilizes discretionary unified managed accounts through Envestnet’s platform and offers tax-aware and impact/ESG overlay services, managing approximately $29.2 billion for close to 300,000 clients through a network of over 1,200 advisors.

Mark Ledson is a CFP® professional with 39 years of industry experience, currently serving at Empower Advisory Group. His career includes roles at JCN Financial & Tax Advisory Group, GWFS Equities, and Wealth Enhancement Group. He has self-published a book on practice management. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and participants, utilizing an integrated model connected to Empower’s administrative platforms. The firm offers both point-in-time financial plans and optional managed account solutions within plan lineups selected by plan sponsors.

Matthew Wukitsch is a financial advisor at Oppenheimer with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Oppenheimer in two periods totaling 12 years, with additional experience at UBER Technologies and U.S. Coins & Jewelry. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm provides a range of advisory and brokerage services with an investment approach that includes strategic and tactical asset allocation, manager selection, and various equity and fixed-income strategies.

Amanda Sadler is a financial advisor with Valic Financial Advisors in Houston, TX, holding Series 65 and Series 63 licenses and possessing 11 years of industry experience. She has been with Valic Financial Advisors since 2015 and has additional experience as an agent for Agia, a provider of non-securities insurance products. Outside of her advisory role, she has been involved in owning rental property and operating a HTeaO franchise. 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 offers portfolio management, financial planning, and discretionary unified managed accounts using Envestnet’s platform, leveraging centralized technology and model solutions to serve a broad client base through its extensive network of advisors.

Caitlin Reynolds is a financial advisor with J. W. Cole Advisors, Inc. in Houston, TX. She holds Series 63 and Series 66 credentials and has nine years of industry experience. Reynolds has been with J.W. Cole Advisors since 2020 and involved with J.W. Cole Financial, Inc. since 2017. Outside her advisory roles, she is a CPA as of 2024. J.W. Cole Advisors operates through a large network of independent Investment Adviser Representatives and offers fee-based portfolio management, financial planning, retirement plan services, and access to various third-party investment platforms for individual, high-net-worth, and institutional clients.

Alberto Francis is a financial advisor at Corient with nine years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at LPL Financial, Bank of America, Lone Star National Bank, and Cypress Street Capital. Based in Houston, TX, he has been with Corient since 2026. 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 in-house strategies with third-party managers and utilizes risk management tools to align portfolios with client objectives.

Carine Smith is a financial advisor at TIAA-CREF with 21 years of industry experience. She holds a Series 66 designation and has been with TIAA-CREF since 2006. TIAA‑CREF Individual & Institutional Services, LLC provides financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals with existing employer retirement plan relationships, as well as trusts, estates, and corporate entities. The firm distinguishes between point-in-time planning services and ongoing discretionary portfolio management, with an advisory model that includes both model-based and customized portfolios.

Nicholas Eoff is a financial advisor with Valic Financial Advisors in Houston, TX. He holds Series 63 and Series 65 licenses and has 12 years of industry experience, all with his current firm. 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 multiple wrap programs through a large network of advisors, utilizing discretionary unified managed accounts and technology-driven model solutions.

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.

David Searls III is a financial advisor with Sarofim International Management Co in Houston, TX. He holds the Series 66 designation and has 15 years of industry experience, including 14 years at Fayez Sarofim & Co. Sarofim International Management Company provides discretionary investment management primarily to non-U.S. institutional clients, as well as corporations, small businesses, and individual accounts. The firm emphasizes fundamental research within an Investment Committee framework, focusing on high-quality multinational equities and capital-preservation fixed-income strategies, while also facilitating private placements and serving a diverse client base.

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.

Dana Otoole is a financial advisor with Fifth Third Securities, Inc. in Houston, TX, holding Series 63 and Series 66 licenses and possessing 21 years of industry experience. Prior to joining Fifth Third Securities, Otoole worked at Frost Brokerage Services, Edward Jones, and JP Morgan Chase bank. Outside of his advisory role, he is a partner in a family real estate venture involving the sale of inherited property. Fifth Third Securities serves individual and institutional clients through investment advisory and brokerage channels, offering a variety of managed account programs and third-party portfolio management options on the Passageway platform. The firm operates as a wholly owned subsidiary of Fifth Third Bank and maintains municipal-advisor and broker-dealer activities.

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, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. She has worked with Penn Mutual Life Insurance Company and Hornor Townsend and Kent since 2007. In addition to her advisory role, she is involved in multi-line insurance sales and service through 1847Financial in Houston. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, providing advisory services primarily through third-party asset manager platforms. The firm emphasizes client-directed implementation and oversight, managing the majority of client assets on a non-discretionary basis.

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 five years of industry experience. His prior roles include positions at Agia and AIG Capital Services, Inc. In addition to his advisory work, he is licensed as an agent for non-securities insurance products. Valic Financial Advisors serves primarily 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, wrap programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models with National Financial Services as clearing custodian.

Todd Stephens is a CFP® professional with 23 years of industry experience, currently serving as a financial advisor at Hightower Advisors since 2020. Prior to joining Hightower, he spent nine years at Frontier Investment Management Co. Hightower Advisors provides investment advisory and planning services to a diverse group of individual and institutional clients, including pension plans, charitable organizations, corporations, and trusts. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, proprietary research, and a range of 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.