Miguel Delgado Rivero is a financial advisor with Eagle Strategies (NY Life) in Houston, TX, holding Series 63 and Series 66 designations and bringing 10 years of industry experience. He has worked with Eagle Strategies since 2018 and has been affiliated with New York Life Insurance Company and NYLife Securities LLC since 2016. Additionally, he is involved in insurance brokering for non-registered insurance products. Eagle Strategies serves a diverse range of individual and institutional clients by offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm provides tailored advice across multiple program types and emphasizes non-discretionary asset management within an integrated New York Life affiliate structure.

Abraham Barrera is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. His career includes roles at BBVA Wealth Solutions Inc., BBVA Securities Inc., BBVA Compass Insurance Agency, and COMPASS Bank prior to joining Wealth Enhancement Advisory Services in 2020. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base that includes individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and retirement plan consulting through a network of advisors, employing a strategic investment process that combines passive and active management with quantitative and fundamental research.

Rebecca Wesley is a Series 66-licensed financial advisor with 20 years of industry experience, currently with Valic Financial Advisors. Her prior roles include positions at LPL Financial, Fidelity Investments, and Invesco Advisers, Inc. Outside of financial advising, she works as a licensed realtor, assisting clients with buying, selling, and leasing homes. Valic Financial Advisors primarily serves U.S. 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.

John Goott is a CFP® professional with 24 years of industry experience. He is currently with Cerity Partners LLC and Cerity Partners Retirement Plan Advisors, where he has worked since 2022. Prior to that, he spent 21 years at Investec Wealth Strategies and has been involved with Investec Asset Management Group since 1984, where he holds the role of President in a non-investment capacity related to fixed insurance products. Cerity Partners advises a diverse client base, including individuals, families, trusts, business entities, and institutional investors, managing approximately $166.2 billion in assets as of the end of 2025. The firm offers customized wealth management services using a client-specific investment framework that integrates quantitative screening, manager selection, and access to alternative and private market solutions through affiliated businesses.

Christopher Perego is a CFP® professional with 23 years of industry experience, currently serving as a financial advisor at Hightower Advisors since 2021. His prior roles include positions at Avondale Wealth Management LLC, Crestmont Private Wealth LLC, and Grinding Technology, LLC. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients. The firm emphasizes manager selection and multi-manager solutions, employing both affiliated and third-party managers along with proprietary research and custom portfolio construction techniques.

Weslie Hollas is a financial advisor with Valic Financial Advisors in Houston, TX, holding Series 63 and Series 65 licenses and having 19 years of industry experience. He has worked at VALIC Financial Advisors since 2010 and at Agia since 2022. Outside of his advisory role, he co-owns and operates Middle School Matchup Houston, a local youth baseball tournament. 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 wrap programs through a large network of advisors, utilizing discretionary unified managed accounts and overlay services with a focus on technology and model-driven solutions.

Eric Brown is a financial advisor at Empower Advisory Group in Houston, TX, holding Series 66, Series 63, and Series 65 designations with four years of industry experience. His prior work includes roles at Truist, USAA, Broadway Bank, LPL Financial, Amherst Holdings, Capco, and the Federal Reserve Bank of Boston. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, alongside Empower Premier IRA and certain retail brokerage clients. The firm uses an integrated model connected to Empower’s recordkeeping and administrative platforms and emphasizes long-term portfolio returns, annual rebalancing, and clients’ savings rates in its financial planning approach.

Malcolm Ruben is a financial advisor at Principal Financial Services with Series 63 and Series 66 credentials and one year of industry experience. Prior to joining Principal, he held roles in real estate and construction, as well as positions at Marriott International. Outside of his advisory work, he is involved as an insurance agent and operates a real estate business that includes hosting Airbnbs. Principal Securities provides brokerage and registered investment advisory services to a diverse range of clients, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers financial planning, retirement plan consulting, and access to third-party money manager programs through both advisory and promoter arrangements.

Timothy Sampson is a financial advisor with United Planners' Financial Services of America, holding Series 66 and Series 63 licenses and four years of industry experience. His prior roles include positions at VALIC Financial Advisors, Inc., Agia, GWFS Equities, Inc., and AIG. United Planners Financial Services is a national wealth-management firm serving a diverse client base through independent Investment Adviser Representatives, using a variety of custodians and third-party programs to implement mostly non-discretionary investment strategies across individual, corporate, and institutional accounts.

Melani Faulkner is a financial advisor with Guardian Life and holds Series 65 and Series 63 licenses. She has four years of industry experience, including roles at Park Avenue Securities and Guardian Life. Outside of her advisory work, she has a part-time involvement with Ash Brokerage focusing on insurance. Guardian Life, through its subsidiary Park Avenue Securities LLC, provides brokerage and investment advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers a range of financial planning and investment management solutions, combining advisor-led discretionary management with model-based strategies and access to proprietary and third-party platforms.

Michael Levy is a CFP® with more than 31 years of industry experience, currently serving as an Investment Advisor Representative at Kestra Advisory since 2016. He is also the president of TLC Wealth Management, Inc., where he has been involved in insurance product placement since 1997. Levy holds a Series 63 designation and is a member of the Board of Trustees for the Jewish Federation of Greater Houston. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual investors. The firm offers services such as fiduciary consulting, plan design, and investment advice, managing approximately $79.8 billion in assets with specialized solutions for large institutional clients.

Allison Lyons is a CFP® professional with 22 years of industry experience, currently serving at Corient. She has held roles at several firms, including Purshe Kaplan Sterling Investments, FSC Securities Corporation, and Stavis & Cohen Private Wealth. Corient provides investment advisory and financial planning services to a broad client base, including individuals, high-net-worth clients, trusts, pension plans, and charitable organizations. The firm employs a goals-based, team investment approach combining in-house strategies with third-party solutions and specialized offerings through affiliates.

Henry Lartigue III is a CFA® charterholder with 23 years of experience in the financial industry. He currently works at Corient, where he has been since 2023, following a 21-year tenure at Avalon Advisors, LLC. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, 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 combines in-house strategies with third-party managers and incorporates risk management tools and alternative investments when appropriate.

David Tran is a financial advisor with Valic Financial Advisors in Houston, TX, holding Series 66 and Series 63 licenses and one year of industry experience. Prior to entering financial services, he spent 20 years at Flowers Baking Company of Houston. He 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 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 Envestnet’s platform and third-party model managers.

Tyler Chandler is a financial advisor with Empower Advisory Group in Houston, TX, holding Series 63 and Series 65 credentials and bringing 10 years of industry experience. He previously worked at GWFS Equities, Wells Fargo Clearing, and Wells Fargo Bank, N.A. Outside of his advisory role, Tyler owns and operates Chandler Carpet Care, a carpet cleaning business. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and retail brokerage clients. The firm offers integrated services connected to Empower’s recordkeeping platforms and emphasizes long-term portfolio returns with an optional managed account solution.

Joseph Webster is a CFP® credentialed financial advisor with five years of industry experience. He currently works at Cetera Planning Partners and has held roles at several affiliated firms including Cetera Wealth Services and Avantax. Webster is also involved with BCOR Administrative Services LLC, where he focuses on client service and collaboration with CPAs. Cetera Planning Partners serves individual and high-net-worth clients, particularly pre-retirees and retirees, offering investment management, comprehensive financial planning, Social Security optimization, and retirement advice. The firm integrates tax planning, bookkeeping, payroll support, and estate-planning services within a diversified, document-driven investment process supported by a broad Cetera network.

Andrew Wood is a financial advisor with Valic Financial Advisors in Houston, TX, holding the Series 66 designation and having 10 years of industry experience. His prior firms include Axa Advisors and AGIA, where he is also involved in selling non-securities insurance products. Valic Financial Advisors is an SEC-registered adviser and FINRA-member broker-dealer serving U.S. individuals, including high net worth clients and employer-sponsored retirement participants. The firm offers wrap programs, portfolio management, and financial planning through a large advisor network, employing discretionary unified managed accounts with tax-aware and ESG overlay options.

Angelina Siller is a financial advisor at Citigroup Global Markets with 14 years of industry experience, holding Series 63 and Series 65 licenses. She worked at UBS Financial Services Inc. from 2011 to 2018 before joining Citigroup in 2018. Outside of her advisory role, she serves as the executor for an estate, managing fiduciary and probate responsibilities. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs, supported by in-house research and oversight committees.

Bryant Tzul is a financial advisor at Valic Financial Advisors with one year of industry experience. He holds a Series 66 designation and previously worked in various roles including at Parawest Management and Luminate Financial. In addition to his advisory work, he is appointed as an agent to sell non-securities insurance products for AGIA. Valic Financial Advisors primarily serves 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 substantial assets and utilizes centralized technology and model solutions as part of its investment approach.

Deborah Jones is a CFP® professional with 33 years of experience in financial planning and wealth management. She is currently with Cetera Planning Partners and has an extensive background including over two decades at Avantax Advisory Services and running her own firm, Jones Tax & Financial Services, Inc. In addition to her advisory work, she serves on the board of a local office association. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees by providing investment management, comprehensive financial planning, Social Security optimization, and retirement-related advice. The firm offers integrated services including tax planning, bookkeeping, payroll support, and estate planning through third-party providers, and utilizes a diversified, document-driven investment approach tailored to client objectives and risk tolerance.