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 at Rockefeller Financial LLC with 11 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Bank of America and Merrill from 2015 to 2022. Outside of advisory work, he is a manager and indirect owner of UK Drinks LLC in Houston. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm provides discretionary and non-discretionary portfolio management, financial planning, and consulting, while also operating as a registered broker-dealer offering securities transactions, variable insurance products, and investment banking services.

Steven Luong is a CFA® charterholder and holds a Series 66 license with 11 years of industry experience. He is currently affiliated with Allworth Financial, L.P. and AW Securities, where he has worked since 2021. Prior to that, he spent seven years at BlackRock. Allworth Financial serves a diverse client base including individuals, high-net-worth investors, pension plans, trusts, corporations, and charitable organizations, offering financial planning, portfolio management, retirement plan consulting, and educational resources. The firm employs a combination of quantitative and qualitative analysis to provide customized investment strategies across various asset classes and specialist portfolios.

Mitchell Craig is a financial advisor with Wealth Enhancement Advisory Services, LLC in Houston, TX, holding a Series 65 designation and four years of industry experience. He previously worked at Trippon Wealth Management for five years before joining his current firm. Craig is also a licensed life and health insurance agent. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and uses a diversified, risk-class based investment approach that blends passive and active managers, supported by an internal Investment Committee.

Stephen Hughes is a financial advisor with Valic Financial Advisors in Houston, TX, holding Series 63 and Series 65 licenses and 35 years of industry experience. He has worked at Valic Financial Advisors since 1999 and has held roles at American General Financial Advisors, Sunamerica Capital Services, Inc., and Agia. In addition to his advisory work, he is an agent offering 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 provides portfolio management, financial planning, and consulting services through a large network of advisors, utilizing discretionary unified managed accounts and overlay services within a structured supervisory framework.

Donald Terry Jr. is a financial advisor with Principal Financial Services in Houston, TX, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has worked with Principal Securities Inc since 1994 and Principal Life Insurance Co since 1998, alongside leading Executive Benefit Solutions Dt Jr since 2006. He serves on the boards of Girls Inc. of Greater Houston and the Houston Galveston Women's Business Center, both nonprofit organizations. 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 through various advisory and promoter arrangements.

Robert Skehan is a financial advisor with Valic Financial Advisors in Houston, TX, holding Series 63 and Series 65 licenses and 11 years of industry experience. He has worked at Valic Financial Advisors since 2014 and is also an agent with Agia, where he is involved in non-securities insurance products. 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, wrap programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Pamela Mayfield Kizzee is a financial advisor with Money Concepts Capital Corp in Houston, TX. She holds a Series 66 designation and has 12 years of industry experience. Since 2015, she has been with Money Concepts Capital Corp. Outside of her advisory role, she serves as an officer for the National Association of University Women. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm employs a mix of model portfolios, advisor-designed portfolios, and third-party sub-advisers, utilizing fundamental and technical analysis along with modern portfolio theory to manage assets for approximately 14,700 clients.

Jeremiah Weathersbee is a Series 66 credentialed financial advisor with Valic Financial Advisors in Houston, TX. He has been with Valic Financial Advisors since 2026 and has prior experience at Hickman, Goza & Spragins. 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 using a technology-driven platform and a broad network of advisors.

Mark Newbould is a financial advisor with Private Advisor Group, LLC in Houston, TX, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has worked at Private Advisor Group and LPL Financial since 2012 and was previously with Chase Investment Services Corp. from 2001 to 2012. 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 utilizing a range of investment strategies and third-party managers and platforms.

Michael Valore is a financial advisor at Guardian Life with a Series 65 designation and three years of industry experience. He has worked in various roles at Park Avenue Securities, Guardian Life Insurance Company, TIP Group LLC, and served in the United States Marine Corps. Valore also maintains an insurance business separate from those offered through Guardian and its subsidiaries. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers tailored client relationships through a combination of advisor-led discretionary management, model-based strategies, and access to proprietary and third-party advisory solutions.

Steven Baker is a financial advisor with Osaic Advisory Services, LLC, holding a Series 66 designation and 26 years of industry experience. He previously worked at American Portfolios Financial Services, Inc. for 19 years and has maintained a role with IDS Life Insurance since 2000. Osaic Advisory Services, LLC is an SEC-registered enterprise adviser serving a diverse client base, including individuals, pension and profit-sharing plans, corporate and charitable entities, retirement plan participants, and sovereign wealth fund clients. The firm offers a variety of managed programs, retirement plan consulting, financial planning, and access to alternative investments, utilizing a blend of fundamental and technical analysis along with platform partnerships and affiliated managers to deliver investment strategies.

Dale Hawthorne is a financial advisor at Mercer Global Advisors Inc. in Houston, TX, holding Series 63 and Series 65 licenses with 30 years of industry experience. His prior roles include positions at Raymond James Financial Services, Inc. and GPS Wealth Management. Mercer Global Advisors serves a diverse client base including individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm employs a Modern Portfolio Theory-based investment approach focused on globally diversified, risk-appropriate portfolios using a range of investment vehicles and offers comprehensive financial planning and consulting services.

Wen Lee is a financial advisor with Transamerica Financial Advisors who holds Series 63 and Series 65 licenses and has seven years of industry experience. He has worked with firms including World Financial Group, Dream Builder Financial, and Inheritguard, LLC, where he provides client communications and education on estate planning. Transamerica Financial Advisors serves a broad client base with investment advisory, brokerage, and retirement-plan services, utilizing model portfolios and third-party managers across multiple program platforms.

Eliot Passy Tolar is a financial advisor at Transamerica Financial Advisors with a Series 65 credential and one year of industry experience. His prior work history includes roles at Mathnasium Spring, Wfgia, Corseque LLC, Blue Science Pools, Advantage Storage, and service in the U.S. Navy. Outside of advisory work, he is involved with Corseque LLC. Transamerica Financial Advisors serves a wide range of clients including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers both advisory and broker-dealer services with various fee-based wrap programs, model portfolios, and access to third-party money managers.

Patrick Fleming is a financial advisor at Hightower Advisors with 19 years of industry experience. He holds a Series 66 designation and previously worked for StreetTalk Advisors LLC for ten years before joining Hightower in 2023. Based in Houston, TX, Fleming focuses on providing investment advisory services through Hightower's enterprise platform. Hightower Advisors serves a wide range of individual and institutional clients, including pension and profit-sharing plans, charitable organizations, corporations, trusts, and insurance companies. The firm emphasizes manager selection and multi-manager solutions, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting through its network of advisors.

Erik Carrington is a financial advisor at Truist Advisory Services with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Cetera and Hancock Investment Services. He is based in Houston, TX. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and inter-affiliate integration across its affiliated entities.

Allison Bunch is a financial advisor at Valic Financial Advisors with four years of industry experience. She holds Series 66 and Series 63 licenses and has previous experience with firms including Jungman Financial, Oak Harvest Insurance Services, AIG Capital Services, and American General Life Insurance. Valic Financial Advisors, Inc. is an SEC-registered investment adviser and FINRA-member broker-dealer serving primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers discretionary unified managed accounts, financial planning, and consulting services through a large network of advisors and employs centralized technology and model solutions to manage approximately $29.2 billion in assets.

Brian Dubose Jr. is a financial advisor at VALIC Financial Advisors in Houston, TX, holding Series 63 and Series 65 licenses with six years of industry experience. His prior work includes roles at Best Buy and Agia, where he also serves as an agent for non-securities insurance products. VALIC Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth clients, as well as corporate and retirement-plan participants, offering managed-account programs, financial planning, and brokerage services.