Carlos Mejia is a financial advisor at Hightower Advisors with eight years of industry experience. He holds the CFP® designation as well as Series 65 and Series 66 licenses. His prior roles include positions at Crestmont Private Wealth LLC, UBS Financial Services, FCA Corp, NextGenVest, and the University of Houston. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, pension plans, and charitable organizations. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and offers a range of portfolio management and financial planning services.

Nicholas Zdeblick is a CFA® charterholder with 14 years of industry experience. He has been with Fayez Sarofim & Co. since 2006. The firm provides discretionary investment management to institutional and individual clients, including pension plans, endowments, foundations, and registered investment companies. Fayez Sarofim & Co. employs a bottom-up research process focused on high-quality, large-cap companies and offers a range of equity and fixed-income strategies while generally avoiding derivatives, leverage, and market timing.

Paul Boudwin is a financial advisor with CWM, LLC, holding Series 63 and Series 65 credentials and 16 years of industry experience. His prior work includes roles at Wealth Standard Financial, LPL Financial, Cetera Investment Services, and Regions Bank. Outside of advising, he is the owner and CEO of an apparel business, Unlike Regular People. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of more than 600 advisors. The firm manages portfolios on a discretionary basis using model portfolios guided by an in-house Investment Committee and combines fundamental and technical analysis, third-party sub-advisors, and customization tools.

Todd Hanslik is a CFA® charterholder with 22 years of industry experience, currently serving as a financial advisor at Mariner Wealth Advisors since 2019. Prior to this, he spent 15 years at Patriot Wealth Management, Inc. He is the sole managing member of QUE SERA ENTERPRISES, LLC, an investment-related business. Mariner Wealth Advisors serves a diverse client base including individuals, institutions, and charitable organizations, offering comprehensive investment management, financial planning, and coordinated tax and family office services. The firm combines in-house research with third-party managers to provide customized portfolios and robust operational solutions such as tax integration and financial wellness programs.

Christopher Bearden is a financial advisor with Valic Financial Advisors in Houston, TX, holding a Series 66 designation and nine years of industry experience. His prior work history includes roles at Bank of America, Merrill, and AGIA. Outside of his advisory work, he is also an agent involved with 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 discretionary unified managed accounts using Envestnet’s platform, operating at scale with over 1,200 advisors managing approximately $29.2 billion.

Warren Caguioa is a financial advisor with Valic Financial Advisors in Houston, TX, holding Series 63 and Series 65 licenses and having seven years of industry experience. His prior work includes a decade with the Houston Texans and a current role with Agia involving 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, and brokerage services, utilizing Envestnet-developed UMA models to construct client portfolios.

Jared Kahler is a financial advisor with Valic Financial Advisors in Houston, TX, holding Series 63 and Series 66 licenses with six years of industry experience. He has been with Valic Financial Advisors since 2020 and previously worked at Cadius Partners Limited from 2015 to 2018. 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, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction and management.

Joshua Smith is a financial advisor at Hightower Advisors in Houston, TX, holding a Series 65 designation with one year of industry experience. His prior roles include positions at GeoWealth, First Ascent Asset Management, and DeRoy & Devereaux Private Investment Counsel. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, utilizing a multi-manager approach that incorporates affiliated and third-party managers, proprietary research, and a variety of investment vehicles.

Francis Burrell is a financial advisor with Valic Financial Advisors in Houston, TX, holding Series 66 and Series 63 licenses and having two years of industry experience. Prior to joining Valic Financial Advisors, he worked at Amazon and several other organizations. He is also appointed as an agent to sell non-securities insurance products for Agia. 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 consulting services, utilizing discretionary unified managed accounts and overlay services through a large network of advisors.

Daniel Stahlie is a financial advisor at Oppenheimer with 28 years of industry experience. He has been with Oppenheimer since 2006 and previously worked at Merrill from 2004 to 2005. Stahlie holds the Series 66 designation. Outside his advisory role, he serves as a trustee for a private family trust. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a range of investment programs and advisory services that include equity, balanced, and fixed-income portfolios, with both discretionary and non-discretionary management.

Jason Adams is a Series 66 credentialed financial advisor with six years of industry experience. He has worked with Commonwealth Financial Network and Selah Financial Services since 2025 and previously held roles at Valic Financial Advisors, AIG Capital Services, Inc., and American General Life Insurance. Adams is based in Friendswood, Texas. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and hundreds of thousands of clients. The firm manages roughly $213 billion in client assets and offers a broad platform including managed-account programs, third-party asset manager access, retirement consulting, and custody services.

Lon Hao is a financial advisor with Transamerica Financial Advisors who holds Series 63 and Series 65 licenses and has three years of industry experience. Prior to his current role at Transamerica, he worked at World Financial Group and has been employed by Chevron since 2005 as an application engineer. He is involved in the sale of insurance and non-insurance products affiliated with Transamerica Financial Advisors. 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 through proprietary model portfolios and third-party managers, with discretionary and non-discretionary program options.

Tyler Olson is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Wealth Enhancement Advisory Services, LLC. His prior experience includes roles at Trippon Wealth Management, BB&T, and Envision Wealth Planning. In addition to his advisory work, Olson is licensed to sell life and health insurance. Wealth Enhancement Advisory Services provides 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 and employs a diversified investment approach that combines passive and active management overseen by an internal Investment Committee.

Robert Harris is a CFP® with 30 years of experience in the financial services industry. He is currently with Hightower Advisors and has previously worked at STA Wealth Management and UBS Financial Services. Outside of advising, he owns and manages a lake home rental business. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals and institutions, using a multi-manager investment approach that incorporates affiliated and third-party managers across various asset types.

Emerson Plauche III is a financial advisor with Valic Financial Advisors in Houston, TX, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Mechanics Bank Auto Finance, Wells Fargo Auto, and Capital One Auto Finance. In addition to his advisory role, he is appointed as an agent to sell non-securities insurance products for AGIA. Valic Financial Advisors serves U.S.-domiciled individual investors, including 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-developed UMA models and providing various overlay options for portfolio management.

Sandra Montoya is a Series 66-licensed financial advisor with Valic Financial Advisors, based in Houston, TX, and has four years of industry experience. Prior to joining Valic, she worked at Pipeline Machinery International and has held roles in education and catering. Outside of her advisory role, she assists with marketing and client correspondence for a seafood catering business. Valic Financial Advisors primarily serves U.S.-based individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers managed-account programs, financial planning, and brokerage services, utilizing Envestnet UMA models to construct client portfolios.

Izuka Nwuli is a financial advisor at Valic Financial Advisors with 12 years of industry experience. He holds Series 65 and Series 63 designations and has been with the firm since 2014. Valic Financial Advisors, Inc. 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 supports nearly 300,000 clients through a network of over 1,200 advisors, offering wrap programs, portfolio management, and financial planning services with a focus on discretionary unified managed accounts.

Waseem Ansari is a financial advisor with Valic Financial Advisors in Houston, TX, holding Series 63 and Series 65 licenses and possessing 14 years of industry experience. He has been with Valic Financial Advisors since 2015. Valic Financial Advisors primarily serves U.S.-based 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, using Envestnet-developed UMA models and supporting optional tax and impact overlay services.

Dana Weinstein is a financial advisor with Mariner Wealth Advisors in Houston, TX, holding a Series 63 designation and 22 years of industry experience. He worked at Patriot Wealth Management for 15 years before joining Mariner in 2019. Mariner serves a diverse client base, including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm combines in-house research with third-party manager allocations and provides integrated tax, accounting, and family office services alongside traditional portfolio management.

Lester Inniss is a financial advisor at Guardian Life with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Northwestern Mutual and Citadel LLC prior to his current roles at Guardian Life and Park Avenue Securities. Outside of his advisory duties, he is involved with Ash Brokerage, where he sells life insurance and annuities. Park Avenue Securities LLC, a wholly owned subsidiary of The Guardian Life Insurance Company of America, serves individuals, institutional clients, and charitable organizations with brokerage services, financial planning, retirement consulting, and investment advisory programs that include both proprietary and third-party models.