Jules Green is a financial advisor at Valic Financial Advisors with Series 63 and Series 65 credentials and one year of industry experience. Prior to his current role, he worked at Kohl's Corporation and Globe Life, and he holds a position as a non-securities insurance agent with Agia. He also has an extensive background at Chevron, where he worked for 11 years. Valic Financial Advisors serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors.

Mohammad Qureshi is a financial advisor with Valic Financial Advisors in Houston, TX, holding a Series 66 designation and 14 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Merrill, Empower Retirement, and independent insurance-based financial advising. He is also 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 for client portfolio construction.

Benjamin Heeren is a financial advisor with Hightower Advisors, holding a Series 66 designation and 10 years of industry experience. He has worked at several firms, including CWM, LLC, Cetera Advisor Networks, Dome Holdings Inc, and Waddell & Reed, Inc. Heeren is based in Houston, TX. Hightower Advisors offers investment advisory and planning services to a diverse range of individual and institutional clients, utilizing a multi-manager approach with both affiliated and third-party managers. The firm’s services include portfolio management, financial planning, and retirement plan consulting, supported by proprietary research and a range of investment options.

Lucia Cruz is a financial advisor with Valic Financial Advisors in Houston, TX, holding Series 63 and Series 66 licenses and having 21 years of industry experience. Her career includes roles at Agia, AIG Capital Services, American General Life Insurance, VALIC Financial Advisors, and JP Morgan. Outside of finance, she operates a photography business providing portrait, event, and art print services. Valic Financial Advisors serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors.

Jordan Hannah is a CFP®-certified financial advisor with Ameritas Advisory Services, LLC and has three years of industry experience. He concurrently operates Hannah Financial Solutions, LLC, a financial firm providing advisory services. Prior to his current roles, he has held positions at Community Health Choice and Ameritas Investment Company, LLC. Ameritas Advisory Services, LLC offers investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm utilizes a variety of investment strategies and platforms, combining model portfolios, mutual funds, ETFs, and individual securities to build customized client portfolios.

Christopher Halaska is a financial advisor at Corient with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Avalon Wealth Management and Memorial Herman Health System. He serves as an advisory board member for The University of Texas at Austin Master's in Finance program, providing mentorship and program guidance. Corient provides investment advisory and financial planning services to individual and high-net-worth clients, trusts, pension and profit-sharing 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 uses risk management tools and stress testing to align portfolios with client objectives.

Constantinos Parlas is a financial advisor with Valic Financial Advisors in Houston, TX, holding Series 63 and Series 65 licenses and having 11 years of industry experience. He has worked at AIG Capital Services since 2016 and with VALIC Financial Advisors since 2014. 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.

Heather Ford is a CFP® professional with eight years of industry experience. She has been with Mercer Global Advisors Inc. since 2017, holding various roles within the firm. Prior to that, she worked at Kanaly Trust and Southwest Business Consultants. Mercer Global Advisors provides investment advisory and related planning services to a diverse client base including individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm’s investment approach is based on Modern Portfolio Theory, focusing on globally diversified, risk-appropriate portfolios with multi-factor tilts and tax management, utilizing a range of investment vehicles and platforms.

Angela Wascom Gantt is a financial advisor at Sanctuary Advisors, LLC with 31 years of industry experience. She worked at Blackrock Investments, Inc. for 20 years prior to joining Sanctuary Advisors and Sanctuary Securities in 2026. She holds Series 63 and Series 65 licenses. Gantt serves as a volunteer board member for The Family Place, a nonprofit assisting families affected by domestic violence, contributing to fundraising and service projects. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm supports independent investment adviser representatives with a variety of portfolio management options and employs multiple analytical approaches while acting as a fiduciary under written advisory agreements.

Daniel Carter is a financial advisor with CIBC Private Wealth Advisors, Inc. in Houston, TX, holding Series 63 and Series 65 designations and 19 years of industry experience. He has worked at AT Investment Advisers Inc. for 12 years. CIBC Private Wealth Advisors offers investment and wealth advisory services to a diverse client base including individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm employs a collaborative investment process involving internal teams and committees to build customized portfolios, combining proprietary and external strategies with specialized offerings such as options hedges and structured notes.

Jessica Knutson is a financial advisor with Valic Financial Advisors in Houston, TX. She holds Series 63 and Series 66 licenses and has two years of industry experience. Prior to joining Valic Financial Advisors, she worked at Cetera and Fidelity Investments, and has a background that includes roles outside the financial industry. 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 and other financial planning and brokerage services, utilizing Envestnet-developed UMA models and providing optional tax and impact overlay services.

David Linney is a financial advisor with VOYA Financial Advisors, Inc. in Houston, TX, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has worked at VOYA Financial Advisors, Inc. since 2014 and previously spent six years with Voya Financial Partners, LLC. VOYA Financial Advisors, Inc. is a large advisory and broker-dealer affiliate of Voya Financial serving individuals, pension plans, charitable organizations, and corporate clients. The firm offers financial planning, portfolio management, and retirement advisory services through a broad network of representatives, utilizing both affiliated and unaffiliated products and combining in-house and external strategies with technology-driven tools to implement client recommendations.

Youhong Wang is a financial advisor at Transamerica Financial Advisors with 13 years of industry experience. He holds Series 63, 65, and 66 licenses and has previously worked at Cameron International Corporation. Outside of his advisory role, he manages an accounting and tax consulting business through YH Wang CPA LLC and provides accounting guidance for Interstate Jordan Ranch LLC, a real estate development company. Transamerica Financial Advisors serves a broad client base including individuals, institutions, and charitable organizations, offering both advisory and broker-dealer services with a range of proprietary and third-party investment programs.

Justin Kibler is a financial advisor at First Command Advisory Services with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Morgan Stanley, Merrill, JPMorgan Securities LLC, and Citibank. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, using a centralized Investment Management Team to design and manage model portfolios and select approved third-party managers.

Jared Sandlin is a financial advisor with Valic Financial Advisors in Houston, TX, holding Series 63 and Series 65 registrations and eight years of industry experience. He has worked at Valic Financial Advisors since 2017 and also holds a position as an agent with Agia, where he is involved in non-securities insurance products. Prior to Valic, he was employed with NCSA Next College Student Athlete. 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, consulting, and brokerage services, utilizing Envestnet-developed UMA models and operating with approximately $26.4 billion in discretionary assets under management.

Matthew Crouch is a financial advisor with Valic Financial Advisors in Houston, TX, holding Series 63 and Series 65 licenses and possessing 11 years of industry experience. He has worked at Valic Financial Advisors since 2014 and is also associated with Agia as an agent for 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, consulting, and brokerage services, utilizing Envestnet UMA models to construct client portfolios.

Jared Waldrup is a CFP® professional with four years of industry experience, currently serving at Sequoia Financial Group, L.L.C. since 2024. He previously worked at AltruVista, LLC for five years and at Texas A&M University for five years. Sequoia Financial Advisors, LLC provides wealth planning, investment management, and retirement-plan and business-consulting services to a diverse client base including individuals, charitable organizations, corporations, trusts, family offices, and institutional clients. The firm employs a combination of in-house model portfolios, custom accounts, and third-party manager selection, supported by ongoing research and an Investment Policy Committee.

Meredith Rice is a CFP® professional with 19 years of industry experience. She has worked at Mariner Wealth Advisors since 2019 and previously spent 12 years at Patriot Wealth Management, Inc. She is based in Houston, TX. Mariner serves a diverse client base including high-net-worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds. The firm offers customized investment management, financial planning, retirement plan consulting, and coordinated tax and family office services, combining in-house research with third-party managers across a range of asset classes and strategies.

Stanley Tan is a financial advisor with Transamerica Financial Advisors in Houston, TX, holding Series 63 and Series 65 credentials and eight years of industry experience. He is the owner of Stanley T Tan PLLC, providing tax compliance, bookkeeping, and CPA-related services. Additionally, he is active as a real estate sales agent in Texas and conducts financial education workshops through Canyon Lake PWM LLC. Transamerica Financial Advisors serves a broad range of clients, including individuals, pension plans, trusts, and corporations, offering both advisory and broker-dealer services with a mix of proprietary and third-party investment models.

Douglas White is a financial advisor at Farther with seven years of industry experience. He holds Series 65 and Series 66 licenses and has worked at several firms including NEXT Financial, TCG, Family Houston, and Edward Jones. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a web and mobile platform as well as in-person meetings. The firm employs a Modern Portfolio Theory-based approach using proprietary model portfolios, algorithmic rebalancing, and a mix of ETFs, mutual funds, equities, and fixed income, supplemented by AI tools subject to internal controls.