Justin Williams is a financial advisor with Eagle Strategies (New York Life) based in Houston, TX. He holds the ChFC® designation and has five years of industry experience. Prior to his current role, he worked at Bayou Capital Strategies LLC and has been affiliated with NYLIFE Securities LLC and New York Life Insurance Company since 2020. Additionally, he is appointed as an insurance broker for outside carriers, focusing on brokering non-registered insurance products. Eagle Strategies serves a diverse client base including individual investors and institutional clients, providing financial planning, investment management, and retirement plan advisory services. The firm emphasizes tailored recommendations and offers multiple advisory program types within an integrated New York Life structure.

Ian Glenn is a financial advisor at Allworth Financial, L.P. in Houston, TX, holding a Series 65 designation with two years of industry experience. His prior roles include positions at EY, Diamond Hill Capital Management, and Battelle, among others. Allworth Financial serves a broad client base including individuals, high-net-worth investors, pension plans, trusts, corporations, and charitable organizations. The firm offers financial and wealth planning, portfolio management, retirement plan consulting, and manages privately offered funds using a combination of quantitative and qualitative analysis to implement customized investment strategies.

Dawson Moreno is a CFP® and holds a Series 66 designation with four years of industry experience. He is currently with Truist Advisory Services and has prior work history at The Mather Group and Zest Atlanta Catering, among other roles. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors and participants, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and inter-affiliate integration.

Michael Bubel is a financial advisor with Allworth Financial, L.P. in Houston, TX, holding Series 63 and Series 65 licenses and 24 years of industry experience. He previously worked at Valic Financial Advisors for nine years before joining AW Securities, where he has been since 2022. Allworth Financial serves a diverse client base, including individual and high-net-worth investors, pension plans, trusts, corporations, and charitable organizations. The firm provides a range of services such as financial and wealth planning, portfolio management, and retirement plan consulting, using both quantitative and qualitative analysis to implement customized investment strategies.

Ramesh Cherivirala is a financial advisor with Eagle Strategies (NY Life) based in Sugarland, TX, holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. He has worked with Eagle Strategies and New York Life since 2001 and operates RCherry Financial Group, LLC, focusing on New York Life products and non-registered insurance brokering. Outside of his advisory role, he is active in community organizations, serving as a board member or secretary for several local charitable, religious, and community groups, and volunteers with a South Asian political radio forum. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Vincent Arnold III is a CFP® with four years of industry experience, currently affiliated with Concurrent Investment Advisors, LLC and TAVO Wealth. He previously worked at Raymond James & Associates, Inc., and has held diverse roles including service positions at Saltgrass Steak House and Sweetwater Country Club. Concurrent Investment Advisors, LLC is a multi-team SEC-registered advisory firm serving individuals, high-net-worth clients, families, trusts, businesses, and retirement plans. The firm focuses on customized, primarily long-term investment portfolios using ETFs, mutual funds, and other asset types, supported by a network of over 280 advisors and extensive platform integrations.

Amanda Muse is a CFP® with 12 years of industry experience, currently with Mercer Global Advisors Inc. She has previously worked at Bogart Wealth, LLC, The Mather Group, LLC, FSC Securities Corp, and Willis Johnson & Associates. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, offering investment advisory, financial, tax, retirement, and estate planning services. The firm’s investment approach is based on Modern Portfolio Theory, using diversified, risk-appropriate portfolios implemented through ETFs, index funds, separate account managers, and other specialized strategies.

Charlotte Campbell is a financial advisor at Kestra Advisory with 22 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Merrill, Hancock Bank, and Cetera. Outside of her advisory role, she consults on an educational channel focused on financial literacy content for teens and provides strategic input on content and branding. Kestra Advisory offers investment advisory and retirement-plan consulting services to a broad range of institutional and individual clients, supporting fiduciary services and utilizing multiple management platforms to serve very large institutional investors, including sovereign wealth funds.

Eugene Yim is a financial advisor at Transamerica Financial Advisors with 8 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Transamerica since 2018. In addition to his advisory role, Yim is a Broker Associate at Keller Williams Memorial, involved in real estate sales, leasing, and consultation. Transamerica Financial Advisors serves a wide range of clients, including individual investors, pension plans, trusts, and corporations. The firm offers both advisory and broker-dealer services, utilizing proprietary and third-party model portfolios with discretionary and non-discretionary options.

Karen Dixon is a financial advisor with Truist Advisory Services in Houston, TX, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. Her career includes roles at SunTrust Investment Services, BB&T Securities, BBVA Securities, and Compass Bank. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enabled research tools.

Priyanka Singhal is a financial advisor at Transamerica Financial Advisors with nine years of industry experience. She holds the Series 63 and Series 65 licenses and has been with Transamerica since 2017. Outside of advisory work, she is involved in rental property management and serves as a landlord with the Houston Housing Authority. Transamerica Financial Advisors serves a wide range of clients including individuals, pension and profit-sharing plans, trusts, and corporations. The firm offers both advisory and broker-dealer services, featuring proprietary and third-party model portfolios with discretionary and non-discretionary program options.

Russell Martin is a financial advisor with RBC Rochdale, LLC in Houston, TX, holding the CFP®, CFA®, and Series 66 designations. He has 13 years of industry experience and has been with CNR Securities, LLC since 2014. RBC Rochdale serves a diverse client base including high net worth individuals, investment companies, corporations, and government entities. The firm employs a multi-strategy investment process combining quantitative screening, statistical modeling, and fundamental analysis, often utilizing proprietary tools and working with third-party sub-advisors to tailor portfolios.

Douglas Garrison is a CFP® professional with 15 years of industry experience, currently serving at Cerity Partners LLC since 2022. Prior to this, he spent over a decade with Investec Asset Management Group, Inc. and Investec Wealth Strategies. He holds a Series 65 license and is based in Houston, TX. Cerity Partners advises a diverse client base including high-net-worth individuals, families, trusts, and institutional investors, managing approximately $166.2 billion in client assets as of the end of 2025. The firm offers customized wealth management services through a client-specific investment framework that combines quantitative screening, manager selection, and direct security selection, along with access to alternative and private market solutions for qualified clients.

Humberto Larios is a financial advisor at Centaurus Financial, Inc. with six years of industry experience. He holds Series 65 and Series 63 designations and previously worked at Cambridge Investment Research Advisors and Primerica. Outside of his advisory role, he is also a licensed life insurance agent through SMARTPRO FINANCIAL. Centaurus Financial, Inc. serves a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers a range of services such as financial planning, portfolio management through the CLASSIC Plus platform, retirement-plan consulting, and specialized advisory management of annuity and variable life sub-accounts.

Shawn Grimm is a financial advisor with Lincoln Investment in Sugar Land, TX, holding Series 63 and Series 65 credentials and bringing 16 years of industry experience. He has worked at Fidelity Brokerage Services since 2007 and previously at Chase Investment Services Corp. for one year. Outside of his advisory role, Grimm serves as a branch administrator for Dearborn & Creggs, overseeing daily operations of the branch office. Lincoln Investment Planning, LLC is a large enterprise investment advisory and broker-dealer serving individual and high-net-worth investors, trusts, charities, and retirement plans. The firm provides financial planning, advisor-led consulting, and portfolio management through model portfolios and third-party managers, supported by an in-house Investment Management & Research team and a layered delivery model that includes fiduciary ERISA/retirement advice.

Jason Lam is a financial advisor with Empower Advisory Group located in Katy, Texas. He holds the Series 63, Series 65, and Series 66 designations and has four years of industry experience. His prior work includes roles at Stifel, Wells Fargo Clearing, and Wells Fargo Bank. Outside of his advisory work, he is a remote online notary agent conducting mortgage loan and other notarized documentation through a Texas state-approved platform. 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 emphasizes long-term portfolio returns and integrates its services with Empower’s recordkeeping and administrative platforms.

Christine Hoeller is a financial advisor with Eagle Strategies (NY Life) based in Houston, TX. She holds the ChFC® designation and has 37 years of industry experience. Her career includes over two decades with New York Life and its affiliated entities. Eagle Strategies serves a diverse client base including individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes tailoring recommendations to client objectives, operating primarily on a non-discretionary asset management basis within an integrated New York Life affiliate structure.

Russell Appelget is a financial advisor with Transamerica Financial Advisors, holding Series 63 and 65 licenses and bringing 24 years of industry experience. He has been with Transamerica Financial Advisors since 2012 and also works with WealthWave. In addition to his advisory role, he serves as a director for the Harris County Municipal Utility District 264 and teaches a personal finance course at Prairie View A&M University. Transamerica Financial Advisors serves a wide range of clients, including individuals, pension plans, trusts, and corporations, offering both advisory and broker-dealer services. The firm provides access to proprietary and third-party investment models with discretionary and non-discretionary program options.

Benny Ongkobudidjojo is a financial advisor with Transamerica Financial Advisors in Houston, TX, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. His work history includes roles at Transamerica Financial Advisors since 2012, as well as positions with Benefit Mall and WFGIA, where he provides health insurance options. Outside of advising, he manages enterprise resource planning software at Ineos USA LLC and is involved in estate planning communications through Lspn Pro LLC. Transamerica Financial Advisors serves a broad client base including individual investors, retirement plans, trusts, and charitable organizations. The firm employs a model portfolio and third-party manager approach across multiple advisory platforms, managing about $1.7 billion in regulatory assets under management.

Paige Arbuckle is a CFP® and Series 66-licensed financial advisor with five years of industry experience. She has worked at Creative Planning since 2023 and previously spent nine years at UBS Financial Services Inc. Creative Planning is an enterprise advisory firm managing approximately $217 billion in client assets. The firm serves a diverse client base including individuals, corporations, foundations, trusts, and retirement plans, offering a financial planning-led investment process with an emphasis on low-cost indexing, supplemented by strategies such as direct indexing and tax-loss harvesting.