Kenneth Mc Clintock is a financial advisor with CIBC Private Wealth Advisors, Inc. in Houston, TX, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior roles include 18 years at Pacific Life and more recent positions at Touchstone Securities Inc. and IFS Financial Services. Outside of advising, he is a member of the Board of Directors for the Houston Rodeo and serves as a public address announcer for indoor and outdoor drumline and marching band competitions. CIBC Private Wealth Advisors serves a broad client base including individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm combines internal investment expertise with external managers and offers customized portfolio management, financial planning, and coordinated Family Office services.

Daniel Lime is a CFP® with six years of industry experience and is currently an advisor at Mercer Global Advisors Inc. in Houston, TX. His prior roles include positions at Ameriprise and J.P. Morgan Securities LLC. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, offering investment advisory services along with financial, tax, retirement, and estate planning. The firm’s investment approach uses Modern Portfolio Theory with globally diversified, risk-appropriate portfolios implemented through a variety of vehicles including ETFs, index funds, and separate account managers.

William Mckeever is a financial advisor at VALIC Financial Advisors with eight years of industry experience. He holds the Series 63 and Series 65 licenses and previously worked at Marshall J Brown Co. Inc. outside of his current role. William and his wife co-own an investment LLC through which they invest in a private business and manage rental property operations. VALIC Financial Advisors primarily serves U.S. individuals, including high net worth clients, and employer-sponsored retirement participants. The firm offers wrap programs, portfolio management, and financial planning services through a large network of advisors, utilizing centralized technology and model solutions.

Jarrod Thompson is a financial advisor at GWN Securities Inc. in Houston, TX, holding Series 63 and Series 65 licenses with 11 years of industry experience. His prior work includes roles at Equitable Advisors and Axa Advisors, LLC. Outside of his advisory role, he is involved in music as a local artist and DJ and serves as president of his condominium homeowners association. GWN Securities is an SEC-registered investment adviser and broker-dealer that offers discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios for individual and business clients. The firm manages approximately $3.65 billion across more than 37,000 accounts and provides a range of managed-account programs, including legacy market-timing and momentum-based strategies.

Lynnette Okwuonu is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding the PFS™ designation and Series 63 license, and has 16 years of industry experience. Her prior roles include positions at The Financial Advisory Group, Nylife Securities LLC, New York Life Insurance Company, and Linscomb and Williams Inc. She is based in Houston, TX. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm’s investment approach combines strategic asset allocation across risk classes with a mix of passive and active managers, supported by an internal Investment Committee and quantitative and fundamental research.

Vaidyanathan Ramaiah is a financial advisor with Commonwealth Financial Network based in Houston, TX. He holds a Series 63 designation and has 37 years of industry experience. Ramaiah has operated his own firm, Ramaiah Financial, since 2008 alongside his role at Commonwealth. He is also involved in fixed insurance activities. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and hundreds of thousands of clients. The firm provides a wide range of adviser support services, including managed account programs, access to third-party managers, and custody/clearing services.

Mandy Haskell is a CFP®-certified financial advisor with 20 years of industry experience. She is currently with Concurrent Investment Advisors, LLC and has previously worked at firms including Wealth Partners Alliance, Raymond James, Wells Fargo, and Invesco Advisers. Haskell is the owner of Heights Wealth Management, LLC, a company that manages office space and expenses. Concurrent Investment Advisors, LLC is a multi-team advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm offers wealth and investment management, financial planning, and retirement plan advisory services with a focus on customized, primarily long-term portfolios that include ETFs, mutual funds, individual securities, and alternative investments.

Juan Martinez is a CFP® and Series 65-licensed financial advisor with nine years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC and Wealth Enhancement Group, having previously worked at The Financial Advisory Group for ten years. Outside of his advisory role, he prepares tax returns for friends and family on a limited basis. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise firm serving a diverse client base including individuals, trusts, estates, 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 approach that combines passive and active management with quantitative and fundamental research.

Juan Casas is a CFP® professional with one year of industry experience. He is currently with Concurrent Investment Advisors, LLC and Wealth Partners Alliance, having previously worked at Centric Advisors, LLC. Concurrent Investment Advisors, LLC is an SEC-registered, multi-team advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm focuses on customized, primarily long-term portfolios using ETFs, mutual funds, individual securities, bonds, and alternative investments, supported by a network of roughly 286 advisors.

Christian Hawley is a financial advisor with Valic Financial Advisors in Houston, TX, holding Series 63, Series 65, and Series 66 licenses. He has three years of industry experience and has previously worked with firms including 49 Wealth Management and Purshe Kaplan Sterling Investments. Valic Financial Advisors, Inc. 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. The firm operates at scale with more than 1,200 advisors managing roughly $29.2 billion in assets.

Ernest Neeley is a CFP® professional with 19 years of industry experience, currently with Mercer Global Advisors Inc. in Houston, TX. Prior to joining Mercer, he held positions at Personal Capital Advisors Corporation and USAA Financial Advisors, among others. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments by providing investment advisory services alongside financial, tax, retirement, estate planning, and family office services. The firm’s investment approach focuses on globally diversified, risk-appropriate portfolios using low-cost ETFs, index funds, and other vehicles, and offers a range of specialized programs and educational initiatives.

Shawn Arrington is a financial advisor with Guardian Life in Houston, TX, holding a Series 63 designation and 28 years of industry experience. He has been associated with Guardian Life and its affiliates since 2011 and Park Avenue Securities since 2019. Arrington is also a partner and owner of RethinkWealth LLC, an investment-related venture. Guardian Life’s subsidiary, Park Avenue Securities LLC, offers brokerage and advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and provides access to proprietary and third-party investment solutions.

Luis Rexach is a financial advisor at Empower Advisory Group with 12 years of industry experience. He holds a Series 66 designation and has worked with firms including JP Morgan Securities, JP Morgan Chase Bank, LPL Financial, and Capital One Investing. Rexach is based in Houston, TX. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm’s services integrate with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Timothy Huynh is a financial advisor with Oppenheimer, holding a Series 66 designation and one year of industry experience. His background includes roles in financial services as well as several years in education. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit‑sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a range of programs and advisory services that include strategic and tactical asset allocation, manager selection, and consulting, with a significant portion of assets managed on a non-discretionary basis.

Linh Mai is a financial advisor with Eagle Strategies (NY Life) based in Houston, TX. She holds Series 63 and Series 65 licenses and has one year of industry experience. Prior to her current role, she worked at Aramco Services Company and several other organizations. Eagle Strategies serves a diverse client base including individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored solutions delivered through multiple program types and manages the majority of its assets on a non-discretionary basis.

Carlee Ross is a financial advisor with Valic Financial Advisors in Houston, TX, holding Series 63 and Series 65 licenses and two years of industry experience. She also works as an agent selling non-securities insurance products for Agia and has been self-employed since 2015. 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.

Jolene Mc Cord is a financial advisor at Creative Planning with seven years of industry experience. She holds Series 63 and Series 65 licenses and has worked at several firms including Lockton Investment Advisors, Cetera Advisor Networks, and Alliant Retirement Consulting. She is based in Houston, TX. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base that includes individuals, high-net-worth clients, pension plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach with a focus on low-cost indexing and buy-and-hold strategies for long-term goals, supplemented by selective private market exposure and tax-efficient strategies.

Tessa Coleman is a financial advisor with Valic Financial Advisors in Houston, TX, holding Series 63 and Series 66 licenses and nine years of industry experience. Her prior roles include positions at Northwestern Mutual Wealth Management, Mutual of Omaha, Cetera, Merrill Lynch, and JP Morgan Chase. Outside of advising, she is a co-founder and instructor of JaajoDance, a dance workout business. 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 utilizes a technology-driven approach with discretionary unified managed accounts and offers portfolio management, financial planning, and consulting services through a large network of advisors.

Krista Gibson is a financial advisor with Valic Financial Advisors in Houston, TX, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. Her prior roles include positions at BBVA Wealth Solutions Inc., BBVA Securities Inc., BBVA Compass Insurance Agency, Inc., and Compass Bank. Valic Financial Advisors primarily serves U.S.-based 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.

Catherine Crain is a CFA® charterholder with 29 years of industry experience, currently serving at Fayez Sarofim & Co. since 2003. She has held roles within Sarofim International Management Company, Sarofim Trust Co., and Sarofim Advisors Group, Inc. Her career has been focused primarily at Fayez Sarofim & Co. in Houston, TX. Fayez Sarofim & Co. provides discretionary investment management to institutional and individual clients, including pension plans, endowments, and registered investment companies. The firm employs a centralized Investment Committee and a predominantly bottom-up research process to manage a range of equity and fixed-income strategies.