Robert Waddell Jr. is a financial advisor with VOYA Financial Advisors, Inc. in Houston, TX, holding Series 63 and Series 66 licenses and bringing 40 years of industry experience. He has been with VOYA Financial Advisors since 2014 and previously worked at Voya Financial Partners, LLC from 2003 to 2011. Outside of his advisory role, he operates as an independent insurance agent involved in the sales of fixed insurance products. VOYA Financial Advisors, Inc. provides financial planning, portfolio management, unified managed account and wrap programs, and retirement-plan advisory services to individuals, pension plans, charitable organizations, and corporations. The firm combines model portfolios, technology-driven tools, and both discretionary and non-discretionary management approaches to support client investment strategies.

Matthew Bartula is a financial advisor at Valic Financial Advisors with one year of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Sparrowhawk LLC for seven years. Outside of his advisory role, he is appointed as an agent to sell non-securities insurance products. Valic Financial Advisors primarily serves 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 through a large network of advisors and utilizes discretionary unified managed accounts with various overlays on Envestnet’s platform.

Andrew Haftek is a financial advisor at TIAA-CREF with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at TIAA-CREF since 2016, following roles at LPL Financial and BB&T Investment Services. TIAA‑CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans. The firm serves clients often connected through TIAA-administered employer retirement plans and offers both model and customized portfolio management under a fiduciary standard.

Kristi Cain is a financial advisor with Eagle Strategies (NY Life) based in Houston, TX. She holds the ChFC® and Series 63 designations and has 18 years of industry experience. Her career includes roles at New York Life Insurance Co and NYLIFE Securities, LLC, where she has worked since 2009. Eagle Strategies serves a diverse client base, including individual investors, retirement plans, and institutional clients, offering financial planning, investment management, and advisory services. The firm emphasizes tailored recommendations and manages a substantial portion of its assets on a non-discretionary basis.

Jose Rodriguez is a financial advisor at Valic Financial Advisors in Houston, TX. He holds Series 63 and Series 66 licenses and has been with the firm since 2026. Prior to his advisory role, he worked in various positions including at University of Houston-Downtown and several restaurant chains. 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 through a large network of advisors, leveraging technology and model solutions to serve a substantial client base.

Corey Armstrong is a financial advisor at Valic Financial Advisors with three years of industry experience. He holds Series 63, 65, and 66 licenses and has previously worked at firms including Agia and Tapfin/EY. Outside of his advisory role, he is also an agent for non-securities insurance products with Agia and works as a delivery driver. 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 and financial planning services through a large network of advisors and utilizes discretionary unified managed accounts supported by centralized technology and model solutions.

Marie Cane is a financial advisor with Valic Financial Advisors in Houston, TX, holding a Series 66 designation and 17 years of industry experience. She has been with Valic Financial Advisors since 2015 and also associated with American General Life Insurance and AIG Capital Services, Inc. during the same period. 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 manages approximately $29.2 billion across nearly 300,000 clients with a network of over 1,200 advisors, offering unified managed accounts, portfolio management, and financial planning services supported by centralized technology and model solutions.

Candace Johnson is a financial advisor at Valic Financial Advisors with four years of industry experience and holds a Series 66 designation. Her career includes roles at Agia, PNC Bank, BBVA USA, and State Farm. In addition to her advisory work, she is also an agent for 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 wrap programs, portfolio management, and financial planning services through a large network of advisors, utilizing discretionary unified managed accounts with tax-aware and impact/ESG overlay options.

Alan Christensen is a CFA® charterholder with 16 years of experience in investment management. He has worked at Fayez Sarofim & Co. and its affiliated entities since 2010. Based in Houston, TX, he has been involved with multiple facets of the firm’s investment operations over this period. Fayez Sarofim & Co. provides discretionary investment management to institutional and individual clients, including pension plans, endowments, foundations, and registered investment companies. The firm is known for its centralized investment committee, bottom-up research approach focusing on large-cap, high-quality companies, and its role as a manager and sub-adviser to various investment funds.

Esmeralda Gonzales is a financial advisor at Valic Financial Advisors in Houston, TX, holding Series 63 and Series 65 licenses with three years of industry experience. Her prior work includes a decade at Orion Real Estate and a role as an agent selling non-securities insurance products for AGIA. She is also the owner of a cleaning company, though it is not currently active. 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 managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Francoise Price is a Series 66-licensed financial advisor with 24 years of industry experience, currently practicing at Citigroup Global Markets in Houston, TX. She has been with Citigroup Global Markets since 2007. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs alongside execution and custody services. The firm employs multi-asset, multi-manager strategies and operates with significant institutional scale and unique market roles, including serving as a swap dealer and futures commission merchant.

Kate Cleveland is a Series 66-licensed financial advisor with Valic Financial Advisors in Houston, TX, having two years of industry experience. Her background includes roles outside of finance, such as in food service and education, and she is also appointed as an agent to sell non-securities insurance products for AGIA. Valic Financial Advisors serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management, financial planning, and unified managed accounts through a large network of advisors. The firm manages approximately $29.2 billion and supports close to 300,000 clients across more than 1,200 advisors.

Robert Palmer is a CFP® and ChFC® with seven years of experience in the financial industry. He has worked with Allworth Financial since 2026 and previously held roles at Avidian Wealth Solutions, Fidelity Brokerage Services LLC, and several other firms. Palmer is based in Houston, TX. Allworth Financial serves a diverse client base including individuals, high-net-worth investors, pension plans, trusts, and charitable organizations. The firm offers comprehensive financial planning and portfolio management using a combination of quantitative and qualitative analysis, managing both discretionary and non-discretionary accounts across various asset classes.

Michael Roche is a financial advisor with Valic Financial Advisors in Houston, TX, holding a Series 66 designation and five years of industry experience. He previously worked at AGIA and spent several years at the University of Houston. In addition to his advisory role, Roche serves as treasurer for a youth select baseball team, managing team funds and donations on a volunteer basis. 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 through a large network of advisors.

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.

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.

Fatimah Uthman is a financial advisor at Valic Financial Advisors with seven years of industry experience. She holds the Series 66 designation and has previously worked at Corebridge Capital Services, J.P. Morgan Securities, Charles Schwab, and Bank of America. 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 through a large network of advisors, leveraging centralized technology and model solutions to manage approximately $29.2 billion for close to 300,000 clients.

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.