Maica Walker is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 66 licenses and 28 years of industry experience. She previously worked at Ameriprise Financial Services, Inc. for six years before joining Independent Financial Group in 2019. Outside of her advisory role, she owns a book publishing and marketing company and is involved in motivational public speaking. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors. The firm offers brokerage, portfolio management, financial planning, and retirement plan services through a national network of advisors and utilizes a variety of advisory programs and third-party asset managers.

Michael Nobles is a financial advisor at &Partners with 42 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory role, he is involved with Nobles Farm and Ranch, a family farm and home rental business. &Partners serves a diverse client base, including individuals, retirement plans, charitable organizations, and sovereign wealth funds, providing both advisory and brokerage services along with financial planning and investment banking. The firm employs a range of investment strategies and operates as both a broker-dealer and registered investment advisor.

James Maida is a financial advisor with Hightower Advisors in Houston, TX, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has worked at Salient Partners and related affiliates since 2003 and joined Hightower Advisors in 2018. Hightower Advisors provides investment advisory and planning services to a diverse client base including individual and institutional investors. The firm’s approach includes multi-manager solutions, discretionary and non-discretionary portfolio management, and access to proprietary research and alternative investments.

Corey Belcher is a financial advisor with Valic Financial Advisors in Houston, TX. He holds Series 63 and Series 65 licenses and has eight years of industry experience, including prior roles at Dan Ferrante State Farm and AGIA. Outside of his advisory work, he serves as Campus Production Director at Hope City, where he leads a volunteer team managing audio, video, and lighting during services. 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 consulting services through a large network of advisors and utilizes centralized technology and model-driven investment solutions.

Matthew Rosenlieb is a financial advisor with Valic Financial Advisors in Houston, TX, holding a Series 66 license and four years of industry experience. Prior to joining Valic Financial Advisors in 2022, he worked at Celestial Displays for six years and Ragin Cajun for one year. Outside of advisory work, Rosenlieb is also an agent involved in 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 unified managed account services through a large network of advisors and emphasizes technology and model-driven solutions.

Jay Horn is a financial advisor at Allworth Financial, L.P. in Houston, TX, with 25 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Valic Financial Advisors Inc for 12 years before joining Allworth Financial and AW Securities in 2022. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers customized portfolio strategies that include core-satellite, pure-index, and options-based models, using third-party sub-advisers and proprietary technology for managing held-away accounts.

Justin Makris is a financial advisor with Primerica Advisors based in Houston, TX. He holds a Series 66 designation and has 14 years of industry experience. His prior work includes roles at Park Avenue Securities and Guardian Life Insurance Company. Outside of his advisory work, he serves as a trustee on a family member’s account. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of brokerage and advisory services, employing a mix of proprietary and third-party investment strategies alongside financial and retirement planning.

Michael Sausley is a CFP® professional with 22 years of industry experience, currently serving at Valic Financial Advisors in Houston, TX. He has held roles at Sagepoint Financial and Valic Financial Advisors since 2015. Outside of financial advising, he owns Texas Cinematic Film Co., a business providing photography and video services. 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 through a network of over 1,200 advisors, utilizing discretionary unified managed accounts and technology-driven model solutions.

Mason Ouren is a financial advisor with Truist Advisory Services holding a Series 66 designation and two years of industry experience. Prior to joining Truist Investment Services in 2023, he worked at Luna Genetics, Inc. and Asuragen, Inc. He also has experience with Jump Gymnastics and The University of Texas at Austin. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, and fiduciary support, implementing advice through discretionary and non-discretionary manager arrangements supported by AI-enabled research and inter-affiliate integration.

Matthew Ozuna is a financial advisor at Goldman Sachs Wealth Services with 20 years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs since 2021, following a 16-year tenure at The AYCO Company, L.P./Mercer Allied. Outside of his advisory role, he is the owner of O.Z. Lifestyle Brands, a product customization and reselling company. Goldman Sachs Wealth Services provides 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 offers tailored services and utilizes centralized investment resources, combining discretionary and non-discretionary management approaches within a large integrated financial group.

Sonia Mchenry is a financial advisor at VALIC Financial Advisors in Houston, TX, holding a Series 66 designation with three years of industry experience. Her prior work includes roles at Apollo Rehab/The Medical Resort of The Woodlands and Synergy Care, Inc. She is also an insurance agent for Agia. VALIC Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth clients, and offers discretionary managed-account programs, financial planning, and brokerage services through its broker-dealer operations.

Samuel Dick is a CFA® charterholder with 15 years of industry experience, currently serving as a financial advisor at Fayez Sarofim & Co. since 2004. He holds a Series 63 license and is based in Houston, TX. Fayez Sarofim & Co. is an SEC-registered investment adviser managing approximately $34.5 billion, serving institutions, retirement plans, endowments, corporations, and high net worth individuals. The firm focuses on bottom-up fundamental research with a multi-year investment horizon and offers a range of strategies emphasizing large-cap, liquid equities, with an approach that avoids derivatives, short-selling, and leverage.

Andrew Ziccardi is a CFA® charterholder with eight years of experience at Fayez Sarofim & Co. and an additional eight years at Artisan Partners. He is based in Houston, TX. Fayez Sarofim & Co. is an SEC-registered investment adviser serving institutions, retirement plans, endowments, corporations, and high net worth individuals. The firm focuses on bottom-up fundamental research with a multi-year investment horizon, emphasizing large-cap, liquid equities and offering a range of equity and fixed income strategies.

Jeffrey Dorfman is a Series 65 licensed financial advisor with 14 years of industry experience. He has worked at Prime Capital Investment Advisors, LLC since 2017 and held prior roles at Ascende, Inc. and Ascende Wealth Advisers, Inc. from 2014 to 2017. Dorfman is also involved with CHHSZ Holdings, LLC, which owns Prime Capital Investment Advisors. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals—including high-net-worth and ultra-high-net-worth clients—trusts, corporations, and retirement plans. The firm offers a range of services including asset management, financial planning, and family office offerings, employing various investment strategies and providing tax advisory services through an affiliated accounting subsidiary.

John Croy is a CFP® and holds a Series 65 license with over one year of experience in the financial advisory industry. He is currently with Wealth Enhancement Advisory Services, LLC and previously worked at The Financial Advisory Group, LLC. Prior to his advisory career, he spent several years in educational roles at Texas Tech University and Scurry-Rosser High School. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm that serves a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers a range of services such as financial planning, asset management, and specialized retirement consulting, utilizing a strategic investment process that combines passive and active management guided by an internal Investment Committee.

Ignacio D'windt is a financial advisor at Sequoia Financial Group, L.L.C. with eight years of industry experience. He holds a Series 66 designation and has previously worked at Strategic Wealthpartners Ltd, Wells Fargo Clearing, Bank of America, Merrill, and Solutions One LatinAmerica, LLC. Sequoia Financial Advisors, LLC provides wealth planning, investment management, retirement-plan advisory, and related consulting services to a diverse client base that includes individuals, family offices, corporations, charitable organizations, trusts, and retirement plans. The firm uses a combination of model allocations and custom portfolios, employing various investment vehicles such as mutual funds, ETFs, individual securities, private and alternative investments, and independent third-party managers.

Tobechukwu Uchidiuno is a financial advisor with Valic Financial Advisors in Houston, TX. He holds a Series 66 credential and has been in the industry since 2025. Prior to joining Valic Financial Advisors, he worked at Boursecorp and MusFit. He is also an appointed agent to sell non-securities insurance products for AGIA. Valic Financial Advisors primarily 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 for portfolio construction.

Barry Johnson is a financial advisor with Rockefeller Financial LLC in Houston, TX, holding Series 63 and Series 66 licenses and 10 years of industry experience. He previously worked at Bank of America and Merrill from 2015 to 2022 before joining Rockefeller Financial. Outside of his advisory role, he is a manager and indirect owner of UK Drinks LLC. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans by providing wealth management, financial planning, portfolio management, and retirement plan consulting. The firm integrates wealth, trust, and insurance capabilities and offers access to alternative and private investments through a designated Private Advisor model.

Steven Luong is a CFA® charterholder with 11 years of industry experience. He is currently an advisor at Allworth Financial, L.P. and AW Securities, having joined both firms in 2021. Prior to that, he worked at BlackRock from 2014 to 2021. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers customized portfolio management using a variety of model strategies and employs technology to manage held-away employer retirement accounts.

Mitchell Craig is a financial advisor at Wealth Enhancement Advisory Services, LLC with three years of industry experience. He holds a Series 65 designation and previously worked at Trippon Wealth Management for five years. Craig is also a licensed life and health insurance agent in Houston, Texas. 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 blends passive and active managers overseen by an internal Investment Committee.