Kamran Ellini is a CFP® and ChFC® with 27 years of experience in the financial services industry. He has worked with Park Avenue Securities and The Guardian Life Insurance Company since 2011 and held prior roles at Mass Mutual Investors Services, Investment Professionals, Inc., and Ameriprise. He is associated with Guardian Life, an enterprise firm serving individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers brokerage and advisory services, combining advisor-led management with model-based strategies and access to proprietary programs and select third-party solutions.

Thomas Sartor is a CFA® charterholder and holds a Series 65 license, with 10 years of industry experience. He has worked at The Financial Advisory Group Inc from 2014 to 2024 and has been with Wealth Enhancement Advisory Services, LLC since 2024. He serves as the Vice President of Programming for the CFA Society of Houston. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement consulting, employing a strategic investment approach that combines active and passive management with quantitative and fundamental research.

Jo Grooms is a financial advisor at &Partners with 42 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing for eight years before joining &Partners in 2024. &Partners serves a diverse client base, including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers investment management and financial planning services using a combination of fundamental, technical, and quantitative analysis, alongside proprietary and third-party strategies.

Antonio Delagarza is a financial advisor with PNC Wealth Management based in Sugarland, TX, holding Series 63 and Series 65 designations and bringing 24 years of industry experience. His prior roles include positions at BBVA Wealth Solutions Inc., BBVA Compass Insurance Agency, BBVA Securities Inc., and COMPASS Bank, spanning two decades. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary digital offering available by invitation to employees. The firm employs algorithmic risk assessments to select investment models managed by PNC or third parties, focusing on mutual funds and ETFs with annual rebalancing.

Christopher Puckett is a financial advisor with Wealth Enhancement Advisory Services, LLC in Houston, TX. He holds a Series 65 designation and has two years of industry experience. His prior work includes roles at The Financial Advisory Group and positions related to education and recreational organizations. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise firm serving a diverse client base, including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and retirement consulting, using a strategic investment approach that combines passive and active managers and incorporates quantitative and fundamental research.

Zainab Gandhi is a CFP®-certified financial advisor with 17 years of industry experience, currently affiliated with Carson Wealth. She has held roles at Raymond James Financial Services and The Shobe Financial Group, among others. Outside of advisory work, she is a partner in Allied Shipping and Chemicals LLC and Gifted Homezz LLC, a real estate venture. Carson Wealth is an SEC-registered investment adviser operating an enterprise platform with over 650 advisors and approximately $50.6 billion in assets under management. The firm offers discretionary asset management, financial planning, and retirement plan services, utilizing a model portfolio approach overseen by an Investment Committee and providing tailored investment solutions.

Patricia Peterson is a financial advisor at Concurrent Investment Advisors, LLC with 42 years of industry experience. Her prior roles include positions at Wells Fargo Advisors, Wells Fargo Clearing, and Prudential Equity Group, LLC. Outside of her advisory work, she is involved in running an online jewelry business called So Loved, LLC. 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 that utilize ETFs, mutual funds, and other securities, supported by internal due diligence and a range of operational tools.

Christopher Davis is a financial advisor at Sanctuary Advisors, LLC in Houston, TX, holding Series 65 and Series 66 licenses with four years of industry experience. His prior roles include positions at The Colony Group, InterOcean Capital, and AllianceBernstein L.P. He has worked at Sanctuary Advisors and Sanctuary Securities since 2026. Sanctuary Advisors, LLC serves a diverse client base including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers portfolio management, financial planning, retirement plan consulting, and access to various managed account platforms, employing multiple analytical approaches and acting as a fiduciary under written agreements.

Peter Watson is a CFP® with nine years of industry experience, currently affiliated with Principal Financial Services in Houston, TX. He has worked with Principal Securities Inc and Principal Life Insurance Company since 2016 and operates Watson Wealth Management, an independent LLC. Prior to that, he was with Union Financial, Inc. for one year. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and military personnel. The firm offers financial planning, retirement consulting, and access to third-party money manager programs under various advisory and promoter arrangements.

Ashley Dominguez is a financial advisor with VOYA Financial Advisors, Inc. in Houston, TX, holding Series 63 and Series 65 licenses and 20 years of industry experience. She has worked with VOYA Financial Advisors since 2014 and has been associated with Houston Financial Wealth Management since 2013. Outside of her advisory roles, she volunteers as a Court Appointed Advocate with Child Advocates, supporting children in the custody of Child Protective Services. VOYA Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer firm offering financial planning, portfolio management, and retirement advisory services to individuals, pension plans, charitable organizations, and corporations. The firm utilizes both in-house and external strategists, model portfolios, and technology tools to deliver primarily non-discretionary investment services through a large network of advisors.

Pich Molyka Nhek is a financial advisor at Private Advisor Group, LLC with a Series 65 designation. Nhek has experience working at Weaver Capital Advisors, Sowell Management, and Vattanac Investment Limited, among other firms. Based in Houston, TX, Nhek has been active in the financial services industry since 2015. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm employs a fiduciary-based advisory model and utilizes multiple technology platforms and investment strategies, often implementing advice through third-party managers and TAMPs.

Mauricio Castillo is a financial advisor at Truist Advisory Services with four years of industry experience. He holds a Series 66 designation and has worked at Truist Advisory Services and Truist Investment Services since 2024. Prior to that, he was with Insigneo Advisory Services LLC, PNC Investments LLC, PNC Bank, and BBVA USA. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and a manager-selection program, implementing advice through a combination of discretionary and non-discretionary arrangements supported by AI-enabled research tools.

Andrew Kanaly is a financial advisor with Mercer Global Advisors Inc. in Houston, TX, holding a Series 65 designation and seven years of industry experience. Prior to joining Mercer, he spent 34 years at Kanaly Trust. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofit organizations. The firm’s investment approach uses Modern Portfolio Theory with globally diversified, risk-appropriate portfolios and employs various strategies including multi-factor tilts, low-cost index vehicles, and tax management.

Joshua Ellison 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 firms including Chalice Capital Partners, Texas Capital Bank, Raymond James Financial Services, and JP Morgan. Ellison is based in Houston, TX. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies with internal oversight and provides solutions that include separately managed accounts, mutual funds, ETFs, alternative funds, and exposure to digital assets.

Vern Montross is a CFA® charterholder and holds a Series 66 license with 15 years of industry experience. He has been with City National Rochdale and RIM SECURITIES since 2014. Montross is based in Houston, TX. RBC Rochdale serves a diverse client base including high net worth individuals, corporations, and institutional investors. The firm employs a multi-strategy investment process that combines quantitative and fundamental analysis, managing portfolios across various asset classes with a focus on discretionary and sub-advisory services.

Ryan Morehead is a financial advisor at AE Wealth Management, LLC with 10 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at firms including American Heritage Financial and The O.N. Equity Sales Company. Outside of advisory roles, he is also involved in entrepreneurship through Morehead Cleaning LLC and serves as a sports official. 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 emphasizes discretionary model portfolios and uses a range of analytical methods and investment strategies to serve its clients.

Javier Ramirez Carstens is a Series 66-licensed financial advisor with Citigroup Global Markets, based in Houston, TX. He has six years of industry experience, including three years at Citibanamex before joining Citigroup Global Markets in 2018. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs, broker-dealer execution, and custody services. The firm utilizes multi-asset, multi-manager strategies with internal oversight and manages bespoke discretionary solutions for large relationships.

Amanda Pilkerton is a CFP® professional with 19 years of industry experience, currently serving at Prime Capital Financial. She has worked at Prime Capital Investment Advisors, Cetera Advisor Networks, United Capital Financial Advisers, and Giriard Securities. In addition to her advisory role, she provides referrals for Medicare Supplement plans and is an insurance agent involved in the sale and service of fixed insurance products. 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, and family office solutions, utilizing a variety of investment strategies and maintaining an affiliated tax advisory subsidiary.

Matthew Speed is a financial advisor with Independent Financial Group, LLC, holding a Series 66 designation and 13 years of industry experience. He previously worked at LPL Financial for 10 years and Texas Dow Employees Credit for 15 years. Outside of his advisory role, he volunteers teaching personal finance and economics to high school students at the Bluebonnet Homeschool Scholars Cooperative. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, corporate and pension/profit-sharing plans, and charitable organizations. The firm offers a range of portfolio management and financial planning services, utilizing both firm and third-party models to create tailored investment strategies.

Louis Mayor is a financial advisor with Guardian Life and holds Series 65 and Series 63 licenses. He has six years of industry experience, including roles at Northwestern Mutual and MassMutual. 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, charities, and businesses. The firm offers a range of financial planning and consulting services, combining advisor-led discretionary management with model-based strategies through proprietary and third-party platforms.